Foreshadows well prediction markets becoming increasingly cybernetic. Each topic broken down into granular real time outcomes directly tied to individual financial underwriting, brings “the information war” into everyone’s pocket

Pricing the AI bubble; compute finance/markets are still early "wild west" - we won't find the top unless we can price risk correctly & there's no authoritative reference for any of this yet... - Counterparties (colo, OEM, orchestrator, offtaker, lender, insurer, rails) demand

many good founders blindly trapped chasing the bottom of this chart — most “hyped” firms are a porn brained capital wrapper. real risk capital doesn’t hide behind MBAs/analysts/content but just effectively supercharges asymmetric capital<>industry coordination

when actually the “shitty little apartment” is an 8br house in pac heights and everyone is a dropout backed by YC or a16z.

there is an unconventional relationship style that young people disregard—i call this “journeyship”—you don’t have to keep up the relationship like every other, rather you find a deep initial connection and focus on following up spontaneously, every 6 months, 1 year, or even 3

there is a severe context issue w/ startup advice (esp in certain "accelerators"); you get blueprints on how to act which are essentially like getting handed chocolate coated catturds; the hard truth is that the only way to learn hard things is to do them your own way first

bearish on vc's that use zoom - literally *anything* else works

from Schopenhauers essays and aphorisms

midjourney crushing it with opening up "full control panel" for prompting - also feels like a great edge over gpt in the sense that its both for creatives and thinking creatively with ai.

strength and weakness in society are cyclical—we build lasting structures not just to endure, but to remind us the value in creating what endures.

a man wants only one thing and that's to get wine drunk and watch Megalopolis

POV: having 20 back to back vc meetings and a call with your mom in the middle—but the your mom asks the toughest questions.

wisdom from Dostoyevsky—if you were put on trial now to be executed, what are your regrets? are you really living?

this is the kind of commitment i expect from the team

the best relationships (couples and partnerships) lies in the ability to confront any conflict head on and immediately. it is not always about the amount of conflict, but the ability to solve any problem asap and just move on.

once you get in the habit of sharing meals with others, eating alone feels like some sacrilegious masturbation - so much evolution around eating in groups. one of the best ways to build trust.

land at SFO. black model S pulls up. hop in, pop a zyn, pull out mac. vibe coding.

incredible opportunity to help build the future of in-state blockchain adoption. NH and @NHBlockchain are setting the stage for American crypto dominance - and starting w/ the core tenets of decentralization. DM me w/ any questions.

institutional decay is at the stage where "faculty undercut students to climb the ladder of academia." destructive - not yet a majority. success for universities is now correlated with keeping participants in the system and keeping that system closed. some call this ponzi-nomics.