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What will be the most important primitives used to build on the internet in 2030?

A funny observation from founders I work with: Investors investing $10K do more diligence than investors investing $1M

Want to understand an idea or proposal? Eliminate the framing/intent, focus on outcomes. This one strategy filters an enormous amount of bullshit.

Bluegrass Capital

Invest in businesses that scale with people you can trust.

x.com/WallSt_Dropout…

Clear competitive advantage(s) >> makes common measures/beliefs easier to create and use >> drives more transparency, learning, and adaptation. Which companies have 'virtuous loop' of all three design principles?

What are your most valuable lessons from January 2020 to now?

Market is mostly an extrapolation machine. Whatever that’s happening now is assumed to continue in a straight line. Market is generally right in direction but wrong in duration. I am part of the market. Whenever I bemoan the market, I’m also probably belittling part of myself.

Bluegrass Capital The worst putt is better than the best chip

CBS Sports Tennessee Football UT President Randy Boyd regarding the goal posts

I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.

A generational talent here with outstanding analytical tools, communication ability, work ethic, patience, and empathy. My favorite beer when in NYC. Won't be on the market for long. x.com/WTCM3/status/1…