Sublime
An inspiration engine for ideas
1/ Releasing NEW Lux quarterly letter to LPs––Q1 2023
This letter has two parts:
I. An optimistic part I that we call ‘FUTUREFORMING’📈
II. Cautious + skeptical part II we call ‘RISKGAMING’. 📉 https://t.co/K5RoMX3drn
I semantically matched 30,000 news articles to all @Kalshi contracts to see how markets historically reacted to new info. Currently back-testing with simple before/after event windows and decay curves to learn which headlines actually move odds.
Up next: build incoming news pings (news + X posts) so you’re alerted when... See more
Jx.com
1/ Releasing a redacted Lux quarterly letter to LPs.
Some strong views of
-a catalog of an excess of excesses
-what catalysts cause the current market frenzy to end
(preview: LP indigestion)
-what we are advising our Lux family companies
-much more…... See more
Newsletters that should exist & would make a bunch of money:
Luxury watches
- super passionate, high-spending audience
- opportunity for ad, subscription, marketplace $
- no great, at-scale destination newsletter
Brain... See more
Alex Liebermanx.com
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
There are some important changes underfoot in private markets:
1. Returns are compressing - few funds are able to consistently achieve the necessary spread over the risk-free rate to justify fees and illiquidity.
2. LPs are segregating bi-modally: 1) a growing group of smaller family... See more
Chamath Palihapitiyax.com
(New Post) The Compound 2023 Annual Letter
This is a barely redacted version of the annual letter we sent our LPs. It covers our thoughts on:
- AI, Robotics, Bio, & Crypto investment frameworks and industry views
- The lack of durable consensus in venture
- Building @CompoundVC... See more
