if you criticize your own, many people will call you a hater the reality is that it’s out of love, wanting more, wanting better, higher standards

this was great

the market is rejecting bad assets much quicker than prior years this is objectively a positive development and reflects important underlying structural shifts

“may i meet you?” is CRAZY

every coin needs a first martyr to breathe motion into it

how do i get rid of these reply bots without having to do it manually

you’re so addicted to your phone you need to buy a bricked one to save yourself have you tried, growing up?

starting to think this might have been a mistake

what do the group chats for people who aren’t funny look like?

“this bear market is nothing compared to — ” let me stop you right there. we don’t care.

cool to see the prime intellect team recognized here “relentless pace of shipping” spice must flow

market continues to be a rorschach test i’ll likely write something longer form next week

The deployment/pacing for @CompoundVC funds have been some of the slowest in all of venture over the past decade (~5 years each). We closed fund II in early 2021, sat on it until September 2021 when we called our first capital (20% of fund), and then barely invested from then until March 2023 (we'll be investing this fund deep into 2026 before turning on our next fund). This pacing definitely has raised lots of questions from LPs along the way (“Do you have good deal flow?” “Are you able to compete” etc). These are reasonable things to ask and definitely at times led to marginal self doubt and reflection, but our view has and will always be to go down on our ship doing what makes sense and is unique to us. People like to talk about needing to play the game on the field but I've found that it is far more peaceful and maybe dominant to just play your game as it comes to you. Guess we’ll know in another decade who’s right. *this does not include crypto investments, of which almost all were made Q2'22 onward

how come nobody on ct is talking about imax?

my emails going directly to spam is becoming a real issue i dk why google hates me

i'm now busy june 19, 2026

s/o to all veteran's today (and every day) 🫡

podcasts are just longitudinal research for tech bros crashing out

i also think sentiment data is quickly becoming useless in today’s world everyone got one-shotted by movies like the big short and so they will find data that suggests “everyone thinks xyz” so long as it’s the opposite view they have we are all crafting our own realities