Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
Every great burst of creativity or action is inseminated with the wiles of boredom
Mark Manson • How to Improve Your Focus and Concentration
Speculative investment, with ambitious but inexact expectations of financial return, is important fuel for founders who build the unknown future. However, investors and operators are often deeply misaligned: investors think in bets, while operators think in consequences. The relationship is tense, but can be explosively productive.
Alex Danco • Debt is Coming
the people around you will either protect or infringe on the climate within your skull.
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
The rule in this case is that macro forecasts rarely lead to exceptional performance. For me, the exceptionalness of the success stories proves the general truth of that assertion.
Howard Marks • Attention Required! | Cloudflare
markets cannot be perfectly efficient because there is a cost to gathering information and reflecting it in asset prices and therefore there must be a proportionate benefit in the form of excess returns
Michael Mauboussin • Who Is On the Other Side?
So although there may be, in certain specific moments (like your family, this month) a fixed amount of money available to trade with other people for things you want, there is not a fixed amount of wealth in the world. You can make more wealth.
Paul Graham • How to Make Wealth
What are you compulsive about? Is it possible to put that at the center of the platform’s activity?
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
narratives and
That's the real point of startups. Ideally, you are getting together with a group of other people who also want to work a lot harder, and get paid a lot more, than they would in a big company.