How a psychological shift in wealth creation, risk/reward appreciation, and There Is No Alternative will lead to investors bidding farther out on the risk curve faster than we think
9
How early talent flows into emerging ecosystems and the difficulty in building for seemingly inevitable futures
Why Apple's internal dynamics and broader approach to Product could be a death spell for their autonomous vehicle, Project Titan
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On the shift of venture capital investing strategies and how NFT funds could be an early signal for the next and potentially final shift in strategic…
4
We shouldn't forget that crypto may be as much a bet on technology as it is on human behavior
10
New Narratives, Better Tokens, Talent Moats, and other random thoughts
2
A look at data to understand whether crypto returns will follow more of a normal distribution as the industry matures.
1
Thinking through some of the dynamics of how liquidity, vesting, and lockup perceptions have changed and how much optimization is left to be done on…
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