“Don’t limit yourself.Many people limit themselves to what they think they can do.You can go as far as your mind lets you.What you believe, remember, you can achieve.” —Mary Kay Ash
Valuable discussion with Keith Rabois on the startup world in the beginning of 2023: lots to learn from this conversation.
Lots of knowledge bombs from Luke Belmar.Sharp dude and we can all learn here.
This is a good demographic overview for Europe.It’s a bit grim.
Ehrlich and his de-growth movement have done nothing but hurt society and the environment ironically.This movement btw is deeply entrenched and propagated by the Schaub and the WEF.
“Ehrlich represents that segment of the environmental movement that wants fewer humans to live less well on this planet.For this group, the nuclear power renaissance seemingly happening all over the world, as well as the recent nuclear fusion breakthrough, is hardly good news.
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Subscribe Not only do they see abundant, cheap, reliable power as energizing more consumption, but it might eventually remove climate change as a reason for humans to have a lighter environmental footprint.
The threat of a chaotic climate has served such worriers well after their 1970s predictions of impending starvation and resource depletion didn’t pan out.”
Faster, Please! 🌻 Paul Ehrlich interview on ’60 Minutes’ shows the need to finally defeat degrowth environmentalism Because you’ve subscribed to this newsletter, I’m assuming you’re aware of last weekend’s 60 Minutes segment on declining biodiversity or, as the program put it, a “sixth extinction” because “animals are running out of places to live.” And a big reason for your awareness is the program’s decision to include Stanford biologist and long-time catastrophist… Read more a month ago · 22 likes · 1 comment · James Pethokoukis This is how critical microchips are to the world.Important to understand.
Still a believer in the Creator economy, it was never as great as folks said before, and it’s not as bad as this article reports.
It will come back and believe this is the future of distribution of Consumer goods.
“After years of hype, the Creator Economy is slamming into reality.Influencer programs are shuttering.Investment is drying up.And worsening economic conditions are threatening to crush creators and the tech infrastructure behind them.”
Big Technology The Creator Economy Was Way Overblown After years of hype, the Creator Economy is slamming into reality.Influencer programs are shuttering.
Investment is drying up.And worsening economic conditions are threatening to crush creators and the tech infrastructure behind them.While today’s economic downturn is causing broad pain, the creator economy is suffering in particular because its middl… Read more a month ago · 87 likes · 14 comments · Alex Kantrowitz New supply chains are being set now.A new world of ally-shoring and redundancy: which means higher prices and inflation.
“Tiger Global’s plan to invest $1 billion of its leaders’ personal money in early-stage venture funds backfired when its limited partners balked at the strategy.
The pushback showed how even the most prolific venture fundraisers have come under more pressure from their LPs.
Tiger’s change of heart damaged its reputation with some of the startup investors, which could make it harder for the firm to win startup deals in the future.”
Love this show: this week is really damn good.Good setup for 2023.
Love this: be disciplined and be patient.
Know the fundamentals and don’t be a victim to volatility.
Key to investing in everything.
Some good macro economic predictions for 2023.Interesting data points for the discerning investor.
Haymaker 2023: What’s Trending, What’s Ending Image: Shutterstock “If your deficit projection starts to get out of control and your real interest rates start to rise rapidly, you can get into a kind of doom loop.We’re going to need to be watching our own fiscal projections in the (U.S.) very carefully… Read more a month ago · 54 likes · 7 comments · David Hay An amazing overview of the microchip landscape and its effect on geopolitics.
It’s so important to understand.
“Plotted on a map, such a coalition would bear an uncanny resemblance to the federation proposed by Józef Piłsudski in the years immediately following the First World War.
This Intermarium (from the Latin for “between the seas), Marshal Piłsudski believed, would protect the smaller countries of Eastern Europe, not only from the threats posed by either Germany or Russia, but also from the nightmare scenario of an alliance between Germany and Russia.”
The Tactical Notebook Intermarium 2.0 Since the start of the current phase of the war in Ukraine, the newer members of the North Atlantic Treaty Organization (NATO) have displayed much more enthusiasm for the Alliance than the founding states.
This suggests the possibility of a near future in which most of the states of “O… Read more a month ago · 4 likes · Bruce I Gudmundsson Very big fan of Lux Capital and Anduril and Defense-tech in general.Mr Wolfe is super smart dude.Defense-tech matters as Ukraine has shown us.
“Across the Valley, that sentiment seems to be winning converts.
Amid increasing tensions with China, a renewed Cold War with Russia and a flood of support for embattled Ukraine, Wolfe and other investors believe the tech world is coming around to their way of thinking.
“Silicon Valley for the last 10 years—maybe up until 2021—was very hostile to defense as a whole, and that’s definitely changing,” said Lucas Bagno, an investor who has backed defense tech startups for the generalist firm Village Global.After years of unpopular wars, Bagno sees within venture ranks a newfound appreciation for the U.S.military and an eagerness to aid in its modernization.
Isaac Hasson, an investor at Vine Ventures, has seen VCs who previously would never have touched a defense company suddenly throwing their hat in the ring.“Before the decade is closed, I think that you will have very few top-tier funds with no exposure to defense,” he said.The numbers back up that prediction: According to PitchBook, the past two years have shattered records for venture investment in aerospace and defense tech companies, with an average of $6.7 billion invested per year, triple the number for 2019.
For proof that working with the government can be good business for startups, VCs look no further than Elon Musk’s SpaceX, which has scored $1.2 billion in contracts for national security since 2020.
If you ask Wolfe, the new groundswell of support couldn’t have come soon enough.
“There’s a reawakening to the reality of the world: It isn’t just Kim Kardashian and Kanye [West] and popping bottles and crypto bubbles.There are bad actors and there are bad people,” he said.“If you go to Anduril and talk to the employees, they really feel a sense of purpose in a way that the employees at Facebook don’t.
There’s much more meaning in truly saving human lives.”
The most important but relatively unknown company in the world that helps drive the growth of the microchip revolution: ASML.This is a great documentary on them.
The problems with Venture capital go all the way to LPs, not just with the funds.The more things change, the more they say the same not in a good way.
“If ever there was a moment for the institutions that fund VCs to use their leverage and push back — on how fast funds are raised, or the industry’s lack of diversity, or the hurdles that must be reached before profits can be divided — now would seemingly be the time.
Yet in numerous conversations with LPs this week, the message to this editor was the same.LPs aren’t interested in rocking the boat and putting their allocation in so-called top tier funds at risk after years of solid returns.”
This is funny but yet it’s also a serious issue.This is everyday for me in Silicon Valley.
Surrounded by so many successful and younger investors and founders than me, you feel like a loser all the time.
The Jungle Gym How to cope when you meet someone who is younger and more successful than you 👋 Welcome to the latest issue of The Jungle Gym – the newsletter that helps you build a more fulfilling career by integrating your work and life.
✨ If you’re a new reader, thanks for stopping by.Feel free to check out this introductory post, which explains what The Jungle Gym is all about… Read more a month ago · 32 likes · 13 comments · Nick deWilde Good way to think about the future.A threat on the emerging markets and how to position yourself personally and business wise.
BowTiedRobin @BowTiedRobin We’re as close to 2050 as we are to 1996.Take a look at what Goldman Sachs thinks the world will look like in 2050 and beyond.
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5:02 PM ∙ Jan 8, 2023.
