Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
Every bubble begins with something real, which inspires entirely too much fakery
Byrne Hobart • Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
Execution at each core inflection point of a business enables continual narrative growth, and pseudosecret belief vs. erosion and doubt because in the end, narratives and pseudosecrets only accrue value to their relevant companies if they eventually become truths.
Michael Dempsey • Narratives & Pseudosecrets
Startups offer anyone a way to be in a situation with measurement and leverage.
Paul Graham • How to Make Wealth
On Bullshit
The document discusses the nature and prevalence of bullshit, distinguishing it from lying and exploring its connection to skepticism and the pursuit of personal sincerity.
www2.csudh.eduDebt can also scare off growth equity funds, who don’t like not being the most senior money in the pref stack.
Alex Danco • Debt is Coming
Once we believe something, the mistakes we make often serve to preserve our view
Michael Mauboussin • Who Is On the Other Side?
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