Charles McGarraugh (@cmcgarraugh) 's Twitter Profile
Charles McGarraugh

@cmcgarraugh

CIO @altispartners & Chairman at @OceanWellWater altispartners.com oceanwellwater.com

ID: 1136513400

linkhttp://www.altispartners.com calendar_today31-01-2013 09:32:38

1,1K Tweet

5,5K Followers

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Charles McGarraugh (@cmcgarraugh) 's Twitter Profile Photo

Nice little reminder that the virtual world is always instantiated physically *somewhere*. Basic industrial factors of production (commods, land, etc) will ALWAYS be investable assets. Meatspace is upstream of cyber space.

Nice little reminder that the virtual world is always instantiated physically *somewhere*.  Basic industrial factors of production (commods, land, etc) will ALWAYS be investable assets.

Meatspace is upstream of cyber space.
Charles McGarraugh (@cmcgarraugh) 's Twitter Profile Photo

London should be the global leader in fintech. Nobody else has the same critical mass, with co-location of ALL of: * money * finance talent * tech talent * the regulator * the central bank And yet somehow building here is hard. Fixing stuff like the below should be so easy.

Charles McGarraugh (@cmcgarraugh) 's Twitter Profile Photo

There would be nothing more extraordinary than a person who is average in all respects. Conversely, almost everyone is an outlier in at least *some* particular way. Lean into it.

Charles McGarraugh (@cmcgarraugh) 's Twitter Profile Photo

Maybe. Or maybe the binding constraint becomes scarce input factors like: Land, energy, materials, and permits. Have all the agency you want, if you are bottlenecked upstream in the real world supply chain you ain’t building anything other than more unneeded software.

Charles McGarraugh (@cmcgarraugh) 's Twitter Profile Photo

Excellent post, highly recommend reading in its entirety. The vast automation coming requires the means of consumption to be further decoupled from the means of production. This will happen piece-wise via lots of different mechanisms. Post-labor economics is a thing.

Charles McGarraugh (@cmcgarraugh) 's Twitter Profile Photo

In speaking with market participants, it seems like the AI investment bubble is predicated on the thesis that big incumbents will be able to rent-seek on the real economy *even more* than they already do. Meanwhile the companies themselves seem to see the capex spend as a

Charles McGarraugh (@cmcgarraugh) 's Twitter Profile Photo

Blatantly lying to everyone's face about cold blooded murder is deeply, morally wrong. That's not a political point. The stakes are nothing less than your very soul.

Gandalv (@microinteracti1) 's Twitter Profile Photo

This video should unsettle anyone who takes the United States seriously as a nation. Because it exposes something dangerous: the trivialization of the world's most consequential office. It shows how carelessly the power, credibility, and accumulated moral authority of a

Charles McGarraugh (@cmcgarraugh) 's Twitter Profile Photo

* new markets in new things * fast capital formation via flashmobbing and crowdsourcing * financial disintermediation * atomising balance sheets (thus solving too big to fail) This is what crypto is for