After months of lurking on Twitter, I figured it was time to finally get one myself. Look for a lot of tweets about our new VC fund Outsiders Fund, lacrosse and outdoor/adventure sports.

Excited about the Premier Lacrosse League being able to continue this season. Big question - given teams aren’t linked to local markets, how does inability to tour (especially in 2nd year of existence) affect fan base growth and team allegiances. Interested to know how PLL is thinking.

Was super cool to see the behind the scenes set-up with all the new equipment. To see one of the robot battles check it out here: youtu.be/LAFFqv4_EkM

I fear that angle investors don’t fully understand the current investing environment. They are getting less upside (higher entrance valuations) and taking on more risk (getting buried under larger cap tables) than ever before. Can market growth continue to compensate? 🤷‍♂️

Web3 will not create the level of decentralization that many hope. While technology has evolved to achieve this goal, human nature has not. Humans will always seek to store, pool, and centralize resources for security, peace of mind, and accountability.

In 2022 the SEC will succeed in requiring increased reporting from large private unicorns. Many of these unicorns will stay private (rising rates, hesitant public investors). Outcome: Many will finally realize that these valuations are the emperors new clothes.

I’ve only received emails from Coinbase 🛡️ encouraging me to trade when crypto is significantly up in the past 24 hrs… This is the opposite of what’s in the best interest of their customers. #buylowsellhigh

With the rapid acceleration of Generative AI, I’m not as confident as I used to be around product moats built on collaboration (Figma, Flux, Google Docs). It used to be “two heads were better than one”, but in the future it may be “one head and one GenAI” 🧐

In the era of ChatGPT, I believe there will be a real advantage in a liberal arts computer science education. Learning the theoretical side of coding and core principles will be far more valuable than the applied side and blocking and tackling of software engineering.

Does anyone remember the ‘Mind Game’ from Enders Game? Feels like we are getting closer…

OpenAI is worth sub $10B. Precarious revenue stream that collapses behind any superior future model Barrage of lawsuits re. copywrited training data Unsustainable business model (avg user doesn’t want to pay $20/m) Biggest backer (Microsoft) no longer aligned incentives