1/ The VC world loves a good binary debate.
“Concentrated funds outperform.”
“Diversification is better for capturing the power law.”
Both sides argue like it’s obvious. Both sides are missing the point.
Here's the nuance most people ignore 👇
We waste too much time worrying about short term hype. Hyper-fixating on the news cycle isn’t going to fix the biggest problems facing society in the coming decades.
The world needs more long term thinking.
So we are launching Forecast 2050: a series of conversations with the thinkers, founders, and investors shaping the next 25 years.
Thank you to @tylercowen, Scott Aaronson, @noor_siddiqui_, @soundboy, @matthewclifford, @devonzuegel, @CJHandmer, @MalcolmRifkind, Yanai Yedvab, @viswacolluru, @pablolubroth, and @PhilipJohnston for joining us.
First episode with Tyler drops tomorrow. Stay tuned.
Friends in LA: Download the Watch Duty app to track the fire in real time. It’s the official wild fire app used by the firemen in California with very granular real time updates, video feeds and evacuation maps.
Stay safe. You have no concept of how fast fire can spread til you’ve been through one. I survived a house fire 24 years ago and will never forget the speed.
Get as far away as you can with your loved ones. Forget your possessions, they don’t matter.
@amandanat When you have built a strong brand and started the flywheel within a specific community and then have the capability to go broader to increase top of the funnel secondary audiences. “Athletic greens” => “AG1”