Three focus areas for investment: crypto, fintech, and emerging markets . I expect roughly 50% of investments to be crypto-related.
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an... See more
"Trying to make sense of the senseless, to process the unthinkable as it’s happening, the news cycle is already moving on, you haven’t stopped crying about the other recent tragedies, don’t know how to hold all this, your mind like a vase that is leaking, trying to find some way to contain all of this but it slips out, into everything, onto every... See more
In the future—not the distant future, but ten years, five—people will remember the internet as a brief dumb enthusiasm, like phrenology or the dirigible. They might still use computer networks to send an email or manage their bank accounts, but those networks will not be where culture or politics happens. The idea of spending _all day online_ will... See more
Physicists have long noted that their descriptions of the universe were not only accurate and precise, but also seemed to have an intrinsic, even surprising beauty. Wilczek aims to convince us that even if we cannot do physics, we can be amazed and inspired by this beauty, no differently from how we respond to works of art and music.
I believe the best way to describe this shift is as a shift from legible ambition to illegible ambition. The reason so many people cling to default metrics of success is that other people understand them. Legible ambition is a story that your parents can tell their friends. We fear that not having such legible ambition means we will be cast out of... See more
There has to be value: product market fit, there must be fundamental value for users
Web3 and crypto are not consumer friendly: people want problems addressed regardless of labels or terminology — " Crypto will scale when the technology becomes the invisible enabler of what consumer actually care about "