@rsarrow

i like golf and systems @voltcapital | prev @Delphi_Digital

t.me/teedprovisionals
Joined June 2011
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  • Following597
  • Followers6K
the irony of eggs, diesel & pills
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we can all learn from sitting on an aesthetic bench youtube.com/watch?v=hGqKppJY…

Curb Your Enthusiasm: Vertical Drop, Horizontal Tug

Curb Your EnthusiasmSeason 12, Episode 3Vertical Drop, Horizontal...

youtube.com
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vertical drop, horizontal tug
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great weekend
Rob
@rsarrowOct 4
great weekend
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Replying to @MorganBarrettX
@MorganBarrettX
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each day a new thesis comes out solidifying that we were directionally correct on the sensorification of everything, less so by the 'decentralization' theatre
Rob
@rsarrow14 Mar 2025
Replying to @rsarrow
Fringe Untapped Data (FUD) Tailwinds • From general bulk to domain precision • Sensorfication of everything • Decentralized coordination
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subtle misalignments outlive investor mandates
Brayton Williams ⏻
@BraytonKeyOct 10
Something missing from the pro-rata debate: Tranched rounds with different valuations. Existing VCs are asked to waive pro-rata at the lower valuation, then offered allocation at a higher price in the “same round.” The bigger the valuation gap, the bigger the ask.
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approaching a point where physical labor can scale with capital rather than depend on local supply. cost per effective labor hour becoming the unit of economics (ie, contra).
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more machines more compute more autonomous economic activity
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great weekend
Rob
@rsarrowSep 21
great weekend
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