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There’s a tiny founder pool responsible for 23 unicorns ($60B market cap) in the current cohort. You’d think an army of VCs covers them, yet they’re almost wholly ignored. The best part—you can know them all well before company creation. The Quant Thesis https://t.co/AHPvDmH5iJ

Nikhil Namburi x.com

- Vitalik Buterin

Ryan Selkis • Crypto Theses for 2022

From a Bitcoin maximalist’s perspective, the VCs were playing three-card Monte.

The Information • Jack Dorsey, Marc Andreessen and the Makings of a Crypto Holy War

People always ask me, “How do you pick billion-dollar companies to invest in?” You don’t pick billion-dollar companies. You pick billion-dollar founders.

Jason Calacanis • Angel: How to Invest in Technology Startups—Timeless Advice from an Angel Investor Who Turned $100,000 into $100,000,000

Neil Parikh

@njp

If just getting started, have someone like @DavidSacks, @shervin, or @rabois look at it. If they invest, set up a sovereign fund for the city and co-invest. Model it on the Alaska Permanent Fund and pay out dividends to citizens in good standing.

Balaji x.com

SCREENING FOR THE RIGHT KIND OF AMBITION

Ben Horowitz • The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers

Data-Driven VC

Where venture capital and data intersect.

Björn Lapakko and • 9 cards

Enter Yakovenko. Unlike Buterin, who is more a theorist and researcher than a coder, Yakovenko wants to do whatever it takes to onboard billions to crypto with a blockchain so fast it could rival traditional finance. “He doesn’t care about white papers. He doesn’t care about academia,” said Solana investor Kyle Samani, a managing partner at Multico... See more