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Today Bloomberg is breaking the news: Propy raised $100M to scale our AI-led roll-up.
Progress is slow - until it’s sudden.
For years, we built for durability, not speed.
One belief never changed: making homeownership easier requires infrastructure - and blockchain plus AI is how you build it.
We built the full stack first - and proved it in the real world, processing over $5B in transactions.
Only after that did we announce our AI-led roll-up strategy - and today, the capital behind it.
AI gives us access to fragmented data. Blockchain gives us the trust layer. Roll-up gives us distribution. Together, this allows to re-engineer how the largest asset class moves and unlock the American Dream at scale.
The capital will allow us to acquire $100M worth of profitable title companies nationwide, processing over $10bn txs annually, and onboard them to the Propy platform.
I’m deeply grateful to the Propy team for relentless execution, and to our newest teammate, @agent_avery, for raising the bar on what closings can look like.
A new era starts now.
Natalia Karayaneva retweeted
There's lots of discussion about a16z dropping the word 'crypto'.
It's actually a sign of crypto winning. It's outgrown being a standalone sector and now runs through global finance and frontier tech: payments, trading, tokenization, AiFi, and much more.
We've spent more than a decade building this industry to make it useful everywhere, and we should welcome it escaping its own category. People used to say 'internet companies' - which is a prehistoric phrase now. Eventually, calling something a 'crypto company' should feel just as redundant.
Many of us (including me) will keep the word. But the millions, and soon billions, using it every day won't care what we call it.
They'll care what it lets them do.
The last person in the loop will become the most expensive one in the loop. That’s why owning the operation matters more than owning the model.
P.S. It’s mind-blowing how many people in tech still don’t get it
‘The biggest returns don't come from the financial models, but rather from the moment a founder forces the world to see something differently.’
My take on @SpaceX going public:
→ $75 billion raised
→ Largest IPO in history
→ Stock up 19% on day one.
Elon has brought new life to the space and transportation markets. Transportation used to be the big three with very little innovation, and @Tesla opened our minds to what could be. Space used to be only what governments said it could be, and NASA only had the budget to keep itself in business, and SpaceX opened our eyes to extraordinary Star Trekkian possibilities.
It got me thinking about what my friend Cree Edwards said about physics. Physics has been stuck in Einsteinian particles for almost a century with no real innovation.
Cree Edwards theorized, “I think we are all energy.”
So…not e=mc^2, but e=e. There is no such thing as mass. If you look at what an electron microscope shows as an atom, you might come to the same conclusion. More on that in my new book.
The biggest returns don't come from the financial models, but rather from the moment a founder forces the world to see something differently.
Elon did that with PayPal. He did it with Tesla and he just did it again with SpaceX. I think Elon and all those entrepreneurs who take on the status quo are going to really transform our universes in the next century.
msn.com/en-us/money/news/tim…
Natalia Karayaneva retweeted
OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker.
You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it.
In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack).
In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture.
a16z's @joeschmidtiv on why the app layer isn't dead: a16z.news/p/avoiding-death-o…
Natalia Karayaneva retweeted
How startup Propy is deploying $100 million to put real estate deals on the blockchain cnbc.com/2026/05/07/startup-…
Natalia Karayaneva retweeted
Mike Milken is an American legend who was unjustly attacked in the 80s.
He transformed finance, and education & healthcare philanthropy; so many leaders I look up to worked for him.
Richard Sandler sets the record straight, with important warnings about the abuse of govt power.
EPISODE 151: The Myth of Michael Milken
@JTLonsdale talks with Richard Sandler -- Michael Milken's long-time lawyer -- about his powerful new book: "Witness to a Prosecution: The Myth of Michael Milken"
(00:00) Episode intro
(01:35) Richard's career & Michael Milken's legacy
(06:25) Why write this book?
(08:00) How Michael Milken transformed finance
(14:00) Why did they go after Michael?
(19:30) Using RICO to bring down Drexel
(22:30) Prosecutorial abuse & the power of government
(26:30) Why did Michael agree to a plea deal?
(33:25) Trump grants Michael a full pardon
(35:00) Lessons on government power, media influence & Michael's resilience
AI is about selling work, not software.
Natalia Karayaneva retweeted
Sequoia's thesis that the next $1T company will sell work, not software, is the most important reframe in AI right now.
The argument: if you sell a copilot, you're competing with every new model release. But if you sell the outcome — books closed, contracts reviewed, claims handled — every AI improvement makes your margins better, not your product obsolete.
The key insight most people miss: for every $1 spent on software, ~$6 is spent on services.
The entire SaaS playbook was about capturing the software dollar. The AI playbook is about capturing the services dollar — at software margins.
Not "AI for accountants." The AI accounting firm.
Not "AI for lawyers." The AI law firm.
The companies that figure this out won't look like SaaS companies. They'll look like services firms rebuilt on software infrastructure.
That's a fundamentally different company to build, fund, and scale. And most founders are still building copilots.
Natalia Karayaneva retweeted
Over 2M small businesses will change hands or shut down as Baby Boomers retire.
We need more owners in the USA economy. It's in our Founding DNA. It's core to liberty.
Learn what Will Fry is building, and why this is an underappreciated opportunity, especially for young people!
EPISODE 149: The Small Business Succession Crisis & New Possibilities in the AI Age
@JTLonsdale sits down with @BuySellSMB, Founder & CEO @OperateUSA.
(00:00) Episode intro
(01:25) Will’s entrepreneurial journey
(04:15) The small business succession crisis
(06:40) American Operator’s approach vs. private equity
(08:35) "We're creating millionaires on Main Street"
(11:55) Does AI mean boom or bust for small business
(15:55) Forget law school? Buy a small business instead?
(21:20) AI use cases for small business
(23:00) Why many SMBs shut down instead of sell
(26:00) How the operate-to-own model works
(33:50) Optimism for Main Street America
Natalia Karayaneva retweeted
Miami’s tech scene is STACKED the next few weeks.
Big ones dropping:
• @eMergeAmericas
• @miami_summit
• Token Americas — 4/8
• @consensus2026
• @TomorrowCityUSA
• @Startup_OLE
• @PossibleEvent
• @FrontierTechWk
Recurring heat:
Tech Tuesdays — 4/7
Cafecito & Pastelitos — 4/14
Cities in the Age of Intelligence -4/16
Ft. Lauderdale Tech Meetup
Hello Hack Night
Operators. Founders. Investors. Builders. AI. Blockchain. Cities of the future. Talent. Capital.
Who’s showing up? Drop your event or tag your crew below 👇
Amazing to see AI empowering young talent so early. Can’t wait to try Max’s product.
I'm 19 and I just built an AI that does marketing for you. Like everyone else I was building apps easily but having a tough time getting users. I was split between tons of tools and couldn't figure out what was working. So I built an AI that connects those tools and learns about your business and generates insights from your business data about how to improve. It's an agent that connects to your data, thinks about your business, and executes, and I'm releasing it right now totally for free. polara.ai
Natalia Karayaneva retweeted
BREAKING: SWIFT confirms 25+ banks going live by June, using blockchain for 24/7 cross-border payments.
RWA rails loading. 🚀
source: swift.com/news-events/news/t…
Natalia Karayaneva retweeted
People still acting like Miami is hype.
Meanwhile, Sergei Brin of @Google just casually showed up at a hackathon with @thelabmiami x @MDCollege x @DeepStationAI.
Standing room only. Thx @GianniDalerta for sharing.
The future is not being discussed in Miami.
It’s being built here.
The nuclear space got “nuked” by perception, not reality. I grew up in a small nuclear power town, surrounded by engineers. My childhood hobby was measuring radiation everywhere and comparing non-carbon to coal burn. Since then the society moved on internet, we’ve got reusable rockets and AI. And still no major shift in oil & gas dependency.
Kudos @TimDraper for backing the ‘crazy’ idea early, and @oklo & Jake DeWitte for delivering the first US approval in decades.
Jake DeWitte called me with an idea that most people thought was crazy. He wanted to build small fission nuclear power plants. For more than 40 years, the mantra “no nukes” permeated the zeitgeist, and half the people protesting were protesting nuclear war.
Jake said he could build a portable nuclear power plant.
That could power a small city, be placed anywhere, and even transported.
My nuclear physicist friend told me the timeline: "Five years to design. Five years for approval. Five more to build"
15 years. Minimum.
I invested anyway. I had faith in Jake that if anyone could get a nuclear power plant built in the US, Jake could.
Jake had the energy and drive to actually pull this off. Most entrepreneurs would've given up after hearing that timeline. He doubled down.
Fast forward to today: Oklo became the first nuclear power company to get US approval in 40 years.
Jake took the company public via SPAC.
The Aurora reactor (their flagship model) is a 1.5-megawatt beast that runs for years without refueling. Uses spent nuclear fuel. Cuts waste and environmental impact. Perfect for remote areas and small grids. Oklo today is worth more than $10 billion.
Nuclear energy can reduce the carbon emissions damaging Earth. Oklo will be the company that makes it happen.
Natalia Karayaneva retweeted
this is actually insane
> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”
one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.
we are going to cure so many diseases.
I dont think people realize how good things are going to get
Natalia Karayaneva retweeted
Big News. Propy brings agentic AI to institutional real estate!
We just closed a historic 3rd acquisition, integrating Boss Law’s title division in Florida into the Propy platform.
This adds institutional clients including three of the largest single family homes REITs in the U.S. managing more than $10B in real estate, institutional wholesale investors, and real estate developers, - executing transactions at massive scale.
The expansion creates a national pipeline of institutional closings that will train Propy’s AI on high volume residential and commercial real estate transactions.
This is a major step toward running real estate infrastructure with AI and settling property transactions onchain at scale.
Pure coincidence or a signal?
Tomorrow we’re hosting an AI-led roll-up event in NYC. Coincidentally, two other roll-up founders I know are hosting private gatherings the same day! One in NYC and one in SF. Feels like 2016 with small rare blockchain events.
As of now, there are still very few founders pursuing AI roll-ups who are truly AI-native and have raised capital to execute them. Yet somehow three of us ended up doing the same events at the same time, while executing on the same thesis.
AI roll-ups will become a trillion-dollar category by transforming large parts of the $16T services industry. Yet, there are probably 50 companies seriously doing it.
Next time we should probably just join forces on building this early community ;)
Natalia Karayaneva retweeted
this is crazy..
Palantir’s co-founder got asked if someone could vibe code his company..
his answer is that low-end SaaS is COOKED.
SaaS that’s built cheap, more money in sales than engineering, no real moat. all getting eaten.
but $100,000,000+ software built by real engineers are not going anywhere. anytime soon.
real question is how do you compete when software itself becomes a commodity?
Natalia Karayaneva retweeted
The AI era will not be friendly to startups who chased revenue traction at the expense of accumulating advantages (or 7 Powers).
Natalia Karayaneva retweeted
Miami Tech Events - March - Links below 👇
3/8 - SheBuilds on Lovable
3/10 - Fort Lauderdale Tech Meetup
3/10 - hack night v0.119
3/11 - Miami AI Hub Generative Gatherings
3/12 - Miami AI School - Phase 3
3/18 - Miami Hardware Meetup
3/20 - Google Hackathon
3/25 - ClawCon Miami
3/26 - AGENTIC SYSTEMS VOL. 2
3/27 - WiTCON 2026