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Also noticing a wider gap between the rhetoric on CT and the substance of private convos. The latter reflecting a positive, sustainable long-term perspective from builders, the former feeling increasingly nihilistic. Obviously there’s selection bias in who I’m meeting but others

Only one correct answer. Dimon is a great operator, but unclear if he’d be a good money manager. KKR is a strong franchise, but LPs have probably averaged mid/low teens IRRs across funds, same with Blackstone. Early equity holders made great returns, LPs less so.

Quick retro on what we’ve shipped YTD. Some hits, some misses - but fast cycle time throughout. Enterprise-Facing Features 1) Layer3 Builder: Strong release. No-code infra that allows any project (or consumers) to deploy incentives to reach users - essentially a Facebook Ads

Stories matter x.com/PalmerLuckey/s…

The four greatest words you can hear from a teammate are “leave it with me”

The more time I spend with liquid funds the more I realize how narrow the corridor of viable names really is and how crowded the favored ones have become as a result.

There is a business being built right now that appeals to the consumer’s speculative desire that will eclipse Pump’s revenue trajectory the next time capital goes out on the risk curve, and the immutable law of consumer is that it will come in a completely new form factor.

Study behavioral finance

Bull post

We’re not an active customer (yet), but there have been many attempts by media businesses to expand into data and it often doesn’t work. Shoutout to the team at Blockworks for bucking that trend. Both the media and data sides of their business continue to impress.

I agree. Grow up and bet on corporate earnings like an adult.

Big week for performance improvements across the app. Sometimes slow is smooth, smooth is fast. Wallet - New UI flow to reset your wallet if you’ve lost access to authenticators (last resort only, always set up recovery methods) - Refunds for failed mints should now process

Guarantee Wharton undergrads with summer analyst jobs will still be doing this manually all summer.

Calling bullshit on every enterprise software CEO claiming their customer support is 10x better with AI. We’re customers of Rippling, Deel, and HubSpot and I have open tickets with all three that have been unresolved for over a week. I believe AI can help, but think most of them

Thanks for having me on Gwart

In the fullness of time, regulated industries with no pricing power, like insurance, tend to consolidate around scale, distribution, and risk management. I think spot crypto trading is on the same path. Hard to see why fintechs with massive distribution, or even traditional

Vertical integration