🌸The main source of the US housing crisis is not the lack of new condos in NYC/SF downtowns.
It's about making other cities good enough to live.
There are tons of cities, but the lack of vibes
@Uber , please remove @Tesla from the list of premium cars in NY, Miami, and Dubai.
It’s expensive, but doesn’t deliver any premium feeling. I can pay more, but to be sure there will be a spacious car with a comfortable suspension.
Thanks 🙏
@JamesonCamp IMHO it’s the best time to buy now because the rates are high, and prices are low.
You can secure the low price. wait for a year, and refi at lower rates (while your equity will grow)
@JamesonCamp The rates will start falling in 2024, and the prices will pump further.
It’s the best time to buy (at least in NYC) because:
. In January 2020 you were able to get a tear down granny apt with wall-to-wall “views” for $1.5m
. Today it’s $1.8m for a new luxury condo
It's time to short $V (VISA) and $MA (MasterCard) because:
1/ Card networks are very slow and expensive.
2/ Crypto stablecoins are getting more adoption.
3/ A2A direct transfers are on the rise.
I'd say thanks to Visa/Master for making my life easier for a few years, anyway❤️
Visa/Master trading at x30 P/E is ridiculous. Apple and Google have the same multipliers but their moat is wider and deeper:
If Apple and Google decide to put fast real-time payments as a default setting instead of Visa/Master — it will be the end of the card companies
@jefielding The most important thing for startups these days is direct warm intros to infrastructure providers.
America’s rough, so many vendors want to work only with large checks, and are not interested in nursing startups.
Those intros are doable (and non-monetary) value-adds for VCs
Here's a recap of our SF $ICP events:
— 138 emails in the database
— 8 new dev teams for the #InternetComputer ecosystem
— 19 more teams in the line
— one huge partnership with local 30k+ web3 community leaders
LFG 🚀
#ICPeople@dfinity
Canadian wildfires are mostly caused by budget cuts started in the 90s.
But it’s more convenient for politicians to blame the abstract “global warming” to keep eyes off the real issue.
All politicians should be replaced with AI tools asap #wildfires#Canada#NYC
🚀 Our fourth Silicon Valley $ICP event was in partnership with @learndotxyz and was a mix of web3 and AI.
Tons of legit products, including
— AI docs/vids parsing
— fiat/crypto on/off ramp
— smart house multi-device API
and more
#InternetComputer#ICPeople@dfinity#ICP
🚀Yesterday we got a blast in Palo Alto: 60+ registrations and lots of attendees with awesome products, for example:
. AI mortgage bot that underwrites you, signs docs, and wires you money.
. Decentralized Shopify.
. Secure and private P2P video conferencing.
To name a few