For the purposes of this bio, assume I have been in all the right places at all the right times.
Nyc
Joined March 2020
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Upon visiting Japan, I now understand the investing framework of Masayoshi Son. I will not expand further upon this matter.
sensors are the gateway to novel permitting pathways
few in data are talking about owning differentiated sensors to capture novel data - everyone is red queen racing to unique sources of data (enterprises, bio, etc.)
but by controlling the sensor in which a certain form of data can even be made legible, you can control all downstream data feeds (ex: halter and agriculture)
ex: in the limit this looks like space telescopes (high capex, R&D intensity, regulatory permission, etc)
science.nasa.gov/mission/rom…
a few friends have begun to monopolize the most esoteric of sensors and are exhibiting the extreme form of pole position
extreme pole position (read: MONOPOLY) involves controlling the interface where reality is made legible to intelligence
inflation perception and the rates supercycle @saengerleo
We're living in a horrifying, fascinating new era of Silicon Valley where:
1. You can build a startup in 9 months, get acquired (but rly acquihired) by OpenAI, Anthropic, or Cognition, and walk away a multi-millionaire
2. You can join the right company at 22 and become effectively post-economic
And I don't think we've even begun to grapple with the degree to which this is warping an entire generation's relationship with money, ambition, work, and success.
When your peers are making generational wealth before 25, what does a normal career even look like anymore
Rivers retweeted
lexical arbitrages, idiom yield curves, semantic pegs, meaning slippage rates, linguistic volatility spreads, connotation carry trades, cross-dialect swap lines, options on translations, fluency margin calls, mimetic call options, semantic dark pools
Posting on X.com that I am robotaxing a starlink to my offfice in Austin Texas #whitepill