Alex Hemmert
@_alex_
Alex Hemmert
@_alex_
The audience comes last. The audience doesn't know what they want. The audience only knows what's come before. - Rick Rubin
“If Tetris has taught me anything. It's that in life, errors pile up and accomplishments disappear.” -@GameModJr
The opportunity lost by increasing the amount of blank space is gained back with enhanced attention on what remains. More white space means that less information is presented. In turn, proportionately more attention shall be paid to that which is made less available. When there is less, we appreciate everything much more.
Simplicity is about subtracting the obvious, and adding the meaningful.
Capital Velocity : Your equity dollar "turns" faster - instead of being locked in one robot, it can support the deployment of multiple robots over time.
Leverage Effect : Each equity dollar leverages debt capital (the AB facility) to deploy more total assets than equity alone could support.
Continuous Deployment : Capital recycling enabl
During the Amortization Period, the music stops. No more new assets. All cash flows from existing assets go straight to paying down investor principal. This is usually triggered by time or performance metrics falling below certain thresholds. Putting a deal into an amortization phase more quickly is a risk mitigation feature that can help limit los
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