
Early-stage investing community backing blockchain infrastructure, tech in mature industries & the future of work/data/analytics - join us! #investing #alpha ⚡️
Digitally Native
Joined June 2022
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Founders working on tech in old school industries... let's connect!
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You shouldn’t be able to leverage bitcoin or anything 100x… there I said it.
It was the main reason for the last crisis. Funny and ironic that crypto was created out of it and could see the same fate
LightSide Capital 💡⚡️ retweeted
In the Q&A at a recent YC event, someone in the audience asked how I'd known AI would be a big deal. I told them it was because I noticed that the people most surprised by its progress were the *insiders*.
LightSide Capital 💡⚡️ retweeted
MMAGA!!!
Fire Lina Kahn and we’re golden…
MMAGA: Make M&A Great again!
LightSide Capital 💡⚡️ retweeted
The poor get free gov money
The rich legally avoid taxes
The middle class get absolutely rekt anywhere in the world: they work the hardest, pay the most % in tax, and receive no free money
🎉Our team is thrilled to see Consensus launch as the #1 GPT in the world!!!
Thank you @OpenAI and @sama for the opportunity to spread scientific insights to millions of ChatGPT users.
Supercharge your research with the Consensus GPT today: chat.openai.com/g/g-bo0FiWLY…
LightSide Capital 💡⚡️ retweeted
🎉Our team is thrilled to see Consensus launch as the #1 GPT in the world!!!
Thank you @OpenAI and @sama for the opportunity to spread scientific insights to millions of ChatGPT users.
Supercharge your research with the Consensus GPT today: chat.openai.com/g/g-bo0FiWLY…
LightSide Capital 💡⚡️ retweeted
Replying to @bgurley
the 3 greatest tech acquisitions ever:
• fb buys insta for $1bn
• google buys youtube for $1.7bn
• msft buys openai for $0bn
LightSide Capital 💡⚡️ retweeted
Do good things for others, for no reason at all. It makes life more fun.
Transactional relationships are meh.
LightSide Capital 💡⚡️ retweeted
I have learned from experience that the experts, the government, and conventional wisdom are often wrong. ‘Inflation is transitory.” “C19 did not escape from the Wuhan lab.” “@Ukraine will fall in less than a week.” “Its not possible because it hasn’t been done before or because it hasn’t happened before.”
It is often the outlier with no experience in a field that challenges the status quo, that makes the important discovery, that has the unique insight, or creates the transformational innovation.
@elonmusk was not an expert in payments, electric cars or rockets. The ‘experts’ were at Visa, GM and NASA.
When you are part of the establishment, it is hard to challenge the conventional wisdom. You are incentivized not to. And when your economic livelihood can be threatened by an alternative point of view or a new innovation, you are less likely to believe it or its viability.
The greatest opportunities for discovery, innovation, understanding, and profits often exist in the unexplored paths, the unasked and unanswered questions, and in the improbable possibilities.
Our best investments have been: (1) in the stock of a real estate company going bankrupt, (2) from betting that a triple-A rated company was insolvent, and (3) betting that a virus in China would cause a global economic shutdown.
Each of these investments were met with extreme skepticism at the time they were made. In each case, we were the naive ones when we made these investments. We were not bankruptcy investors, experts in bond insurers or credit default swaps, nor did we know anything about viruses or pandemics.
From my experience, knowledge is advanced and insights are gleaned by studying alternative points of view from conventional and unconventional sources of information, and by not discrediting a point of view simply because it comes from someone who is not an accredited member of the relevant establishment, who does not have an advanced degree in the subject at hand, and/or someone whom has been criticized in the media.
In an effort to get to the truth, I try to keep my mind open to alternative possibilities and weigh them against each other. I often find that truth can emerge when two or more articulate and intelligent individuals in an open forum discuss and debate a controversial subject and are required to address unscripted questions from a knowledgeable audience or moderator.
The above is why I added to the pot in attempting to convince @PeterHotez to discuss vaccines with @RobertKennedyJr on @joerogan. I think knowledge will emerge from the discussion that will catalyze further explorations or investigations that will bring us closer to the truth and help us answer questions about vaccine efficacy and safety that remain unsettled for many. And if @PeterHotez is not the best or most knowledgeable advocate for vaccines, then we should find another one.
In getting to the truth, I want to hear from the greatest skeptics and advocates. Both deserve a platform on the path to truth.
And no, I am not an anti-vaxxer.
Another bank fails - another lesson not learned
Moral hazard is real and so is the risk to the USD hegemony
💡⚡️
LightSide Capital 💡⚡️ retweeted
Sam Altman, CEO of OpenAI, said: "[AI] is going to eliminate a lot of current jobs, that's true. We can make much better ones."
LightSide Capital 💡⚡️ retweeted
6. Start a habit of investing.
Compounding is the 8th wonder of the world, but that's not why you should invest early. It's to develop the muscle of delayed gratification. Money is a tool, learn to use it (not just give it away to buy crap).
B2B companies tend to be stickier or engrained in an enterprises process. Harder to do for fickle consumers out there. You have to break through a lot of competitive noise for any straightforward signal to succeed in B2C.
Soon the world will be so AI based, no one will know who said what… or when (without sufficient record on blockchain or something better)
#openai #chatGPT #blockchain #thoughts #philosophy
Digitization of everything continues to be important in the post-internet era.
Even more important will be the curation of this digitization - too much noise amongst the signal in the age of too much information.













