Threads
thread of book reviews/summaries:
reading this rn, good history of the vc industry. when viewed through the lens of financial innovations, venture capital has definitely been amongst the most impactful. theres argu...
reading the essays of warren buffett is cool because it sort of demystifies a lot of the popular narratives about him. people call him a value investor but he’s like “nah that does...
reading this rn, rly interesting so far. it discusses what the author calls a “balance sheet recession” which happened in japan for ~15 years in the ‘90s-early ‘00s. the main point...
there’s been a few times in the past ~30 years where you could essentially make a bet on an internet accelerated trend (e-commerce, cloud/SaaS, mobile etc. granted, you’d still hav...
SBF has already said the word ‘oversight’ a million times, he seems to be trying to play this all off as like he was dumb & didn’t know what was going on wrt alameda. he keeps danc...
with the age of easy money clearly over i feel like there’s a spectrum of possibilities for aspiring founders - on one end you invent or are close to a scientific breakthrough & y...
trends i think will be important for the next 5-10 years 1) computer revolution hasn’t happened yet 2) disconnect between energy goals & energy realities 3) banking, money & pa...
how many software engineers worked on the apollo mission? like 500 or so? obv not a 1 to 1 comparison but why on earth would twitter need 6x the amount of ppl (that wrote their cod...
the feminine urge to write something abt how SBF embodied the most extreme manifestation of the post gfc, big tech era, social network & big short watching cultural zeitgeist & how...
the amount of information asymmetry in finance is massive & it breaks my heart to hear about people who trusted a person or institution losing money to frauds. i watched my parents...
the elliott letter literally has everything lol