Sublime
An inspiration engine for ideas
After reading @eladgil’s blog I got inspired and wrote ~8 pages of unpolished takes looking through the past 15 years of investor hype/predictions/discussions. https://t.co/sIHcaIxnIC
The 0.1% of ideas this week
The rabbit holes -- without the distractions
7 examples: https://t.co/u8yvCcfymQ
In a Latticework 2025 session that provided a compelling counter-narrative to the prevailing market caution, Christopher Tsai @tsaicapital outlined his framework for identifying the next generation of multi-bagger stocks.
Dubbed “Value Investing 3.0,” Christopher's approach moves beyond traditional valuation metrics to... See more
MOI Globalx.com
Friday was my FTE last day at a16z.
I’ll still be supporting the crypto team & founders but as a consultant.
The change is because I’ve been working on a thesis I will prove over the next decade.
My thesis states that building an online presence is one of the... See more
