@markflowchatter Benchmark and Foundation Capital are selling prior to the future unlock sell pressure they November. We’re likely going back below IPO price.
@PatrickToulme Employees and investors are up multiple 100xes. It would be negligent to not reduce risk. Employees want to buy homes & put their kids thru college & go on vacation & retire their parents not yolo long their net worth. What is realistic percent of supply to be liquidated?
@PatrickToulme 17% of shares are liquid and tradeable now but by November 78% it supply will be unlocked. I expect there To be tremendous sell pressure from early investors and team that want to take some risk
Off the table. Thoughts on supply demand absorption rates?
@dylan522p Hi Dylan, Is there a pathway for fans of SemiAnalaysis to participate in your venture fund? I can create an SPV if there’s a min above 250 (my desired exposure)? I wouldn’t charge any take. I just want to bet on your gigabrain 🧠 🙏 @SemiAnalysis_
The Game of Go has been explored for 2500 years and resulted in a body of theories that Go masters study in Go schools. Alpha Go discovered that human Go understanding was caught in a local optimum, and broke out of it. The game of modern physics started only 130 years ago...