Sawyer Lane

🇨🇦 | tech, energy, and finance

[Sawyer Lane @Adversity]

Venture capital is a game of story.

Many people can sell a story & raise capital.

Capital is abundant...

those who can turn a story into reality are scarce.

[Sawyer Lane @Adversity]

WTI Crude trading below $70 during the largest energy supply disruption in history is genuinely laughable.

Oil and gas remains the largest weighted sector in my portfolio.

[Sawyer Lane @Adversity]

Can’t wait until the peptide obsessed community discovers Yamanaka factors and cellular reprogramming.

[Sawyer Lane @Adversity]

@haydendevs I live in Yellowknife.

As it stands the levelized cost of energy is simply too high.

Getting building materials + specialized labor to build a SMR would be incredibly expensive.

I hope one day it can be done, but it’s not economically viable today.

[Boring_Business @BoringBiz_]

The male urge to own a diversified HoldCo with multiple cash flowing businesses that dividend proceeds back to the parent company for capital redeployment

[Sawyer Lane @Adversity]

Long-term capital flight created a clear pricing disconnect in the Canadian junior oil and gas sector. 🇨🇦

I used $ROK.V as a case study in July of 2025 to map this market inefficiency.

Given the current supply shock, the original thesis remains strong.

https://t.co/oCLyunmFaa

[Sawyer Lane @Adversity]

@price_charlie1 @real_MikeBarnes Confirmed ~250 boe/d of Kaybob gas was shut in.

The other 450 barrels they dropped off since it was a $55 oil environment and they were preparing to be acquired by Blue Alaska. ROK has $5 million of working capital + they are expecting a $3 million dollar “break-free” deposit.

[Sawyer Lane @Adversity]

@real_MikeBarnes @price_charlie1 No, the balance sheet has only improved.

The only thing that might be "worse" is production as they intentionally shut-in some wells.

[Sawyer Lane @Adversity]

@price_charlie1 @real_MikeBarnes I wrote an article on them last year if you’re interested: https://t.co/oCLyunmFaa

[Sawyer Lane @Adversity]

$100 oil has arrived.

[Sawyer Lane @Adversity]

The x402 protocol is very interesting. 👀

[Sawyer Lane @Adversity]

The SGS-1 foundational model is incredible.

The team @spectral_hq is going to change engineering.

[Sawyer Lane @Adversity]

Had a wonderful time presenting to the Executive MBA students at National Chung Hsing University!

I demonstrated how to use Agentic AI for non-linear growth, prototyped a tool with @lovable, and showed how to structure data to rank higher in generative AI results.🇨🇦🇹🇼

[Sawyer Lane @Adversity]

Public equity valuation multiples are becoming absurdly inflated.

Oil and gas is one of the few industries that has seen a lack of liquidity and concenqeuntly, a lack of absurdity.

[Sawyer Lane @Adversity]

If you truly believe in an AI powered future...start investing in energy today.

[Sawyer Lane @Adversity]

The pursuit of superiority fosters mimicry; the pursuit of individuality fosters innovation.

[Sawyer Lane @Adversity]

favourite read of the month:
“What You Shouldn’t Know About Quantum Computers” by @csferrie

it’s an easy read (no spooky math) and will give you a great general overview of the technology + myths that surround it.

highly recommend it for my VC friends.

https://t.co/6EDm7jmPv4

[Sawyer Lane @Adversity]

@convexreflexive $HIX or $HXD inverse ETFs.

liquidity is tight unfortunately.

[Sawyer Lane @Adversity]

@KrishivThakuria OpenBB (open-sourced Bloomberg terminal alternative)

Interactive Brokers Trader Workstation

Yahoo Finance

Microsoft Excel

Tableau

RapidMiner

+ a few more

[Sawyer Lane @Adversity]

Designers have so much potential to disrupt legacy financial software with beautiful UI/UX.

I'm tired of using tools that have barely changed since the early 2000's.

[Sawyer Lane @Adversity]

@amiyoshimura_ @HeartbeatChat is genuinely good.

[Sawyer Lane @Adversity]

@Uber_Support Sent my info. This is not a one-off-case.

The Package Service needs to be fixed.

Do you plan on helping these people too?