I have no understanding of why Software company valuations are discounted right now.
Who will have an easier time selling AI?
New AI startups..or..
legacy software co’s that have customers who paid money previously, active users, and existing customer lists?
@ZssBecker Typically I agree with your advice.
Take the scenario to the furthest extreme.
Someone with a personal brand won the U.S. Presidency, twice and his CAC was significantly lower than all other candidates.
I think personal brand will become even more necessary in the future.
The two most important goals of a man.
1) Earn JUST enough money to not give a fuck.
2) Find the big passion you'd chase. Daily. For the rest of your life if you didn't give a fuck about money.
Then do that. It's over. You've won. GG. 🤜🤛
@chamath I would love a Short Dive on Klaus Schwab / WEF.
How they created mono-culture, at scale.
At very least, the impact costed the Democrats this past cycle + the next (probably).
At most, a portion of the global population was distracted + slightly brainwashed.
Direction Bank for International Settlements is potentially pushing the world towards.
(Increased control, decreased privacy)
Understanding historical role each Central Bank has played post-WWII & potential reshuffling of each countries’ role, post-Powell.
Framework for understanding U.S. Monetary & Fiscal Policy relationship.
(I believe mega-trends are created at this intersection.)
@chamath Most helpful for me overall:
Your post on “5 Primary Themes��.
I put each Deep Dive into 1 of 5 “buckets” as they come out.
See attached.
Top Deep Dives:
1. Population Collapse
2. China Part 1-3
3. Media Landscape Sense Making 2.0 or Defense 2.0