Sam

[Sam @futurenomics]

I'm always amused when people are shocked by people doing exactly what they said they’d do. Everything that has happened over the past week was publicly announced months ago.

Stephen Miran, widely viewed as the architect of Trump's trade policy, published a paper "A User’s Guide to Restructuring the Global Trading System" in November of 2024, laying out everything that has happened (as well as many things that are yet to come).

[Sam @futurenomics]

@MasterTimBlais you're not wrong

[Sam @futurenomics]

power has no memory of whom it was intended to serve, nor whom it was meant to subdue

[Sam @futurenomics]

@johnonmain If she were nice to you you’d love her less

[Sam @futurenomics]

@anandymous17 you and me both bud

[Sam @futurenomics]

Almost every investing blowup can be traced back to confusing luck with skill.

Consistent returns require the humility to recognize when something worked for the wrong reasons and the discipline not to repeat it.

[Sam @futurenomics]

@mde The best

[Sam @futurenomics]

Palmer Luckey has gone too far

[Sam @futurenomics]

@ns123abc i think they spend a ton promoting these

[Sam @futurenomics]

@sagharborcap gotta get the monochrome one

[Sam @futurenomics]

@BubblesMcTavish why is he wearing mascara

[Sam @futurenomics]

@SmokeyTheBera Gp commits or lack thereof should be publicly disclosed imo.

Bad for transparency that they’re not

[Sam @futurenomics]

LPs will be choosing between:
-A16Z gaming fund VII (10b, fund VI underperformed S&P)
-“Mykonos Capital” (300m, ex Goldman Sachs Harvard grad whose relevant experience is 6 years as a principal at NEA)
-“Paperclip” (100m, ex Anthropic engineer anchoring with 20m of his own capital made through backing Cursor’s A)

I don’t think this is a hard decision

[Sam @futurenomics]

@MWCvitkovic The best superangels will simply found the next generation of top venture funds, anchored with their own capital.

This is how venture has always worked

[Sam @futurenomics]

@DavidSHolz Read this as syphilis for some reason

[Sam @futurenomics]

@credistick @mattparlmer The problem is that network + incentive alignment (gp commit) are quickly becoming the constraint as venture both gets more crowded and ai improves.

Being able to do a dcf model no longer a constraint

[Sam @futurenomics]

@NotTuxedoSam where was my invite :(

[Sam @futurenomics]

@GENIC0N post industrial war zones

[Sam @futurenomics]

Brutal winters: totalitarianism
Mild winters: liberal democracy
No winters: kleptocracy

[Josh Barzon @JoshuaBarzon]

A map of which country’s weather is most similar to where you live in America.

[Sam @futurenomics]

@MomaBera Clearly a market gap for dominant women but doesn’t seem to be the case for submissive men?

[Sam @futurenomics]

@credistick @mattparlmer Thiel, Andreessen, Khosla come to mind

[Sam @futurenomics]

@credistick @mattparlmer Share the study?

[Sam @futurenomics]

@cryptovcdylan It’s what I’d back :)

[Sam @futurenomics]

@MWCvitkovic The best superangels will simply found the next generation of top venture funds, anchored with their own capital.

This is how venture has always worked