Odo

[Odo @illiquidcapital]

@AI_LasVegas @StealthQE4 I think people misunderstand the role of hedge funds. it's not to beat the market.

different institutions have different goals. a lot of investors want to avoid drawdowns and focus on inflation protection with a bit of growth. people have spending requirements

[Odo @illiquidcapital]

@Saintipct @jokieliu hmm

[Odo @illiquidcapital]

@endowment_eddie @marcepntoja I’m a big supporter of the Executive MBA.

It’s part time, which cuts against the network, but you keep your job and it opens up MD level roles.

[Odo @illiquidcapital]

@Jack_Raines wait, do you really think Josh is intelligent? Gavin Baker for sure! Tons of useful tidbits.

I find Josh tries to beat you over the head with his BIG and CAPITALIZED words but not much substance. I've found his quarterly letters disappointing.

[Odo @illiquidcapital]

@growing_daniel @SpaceX must have thought the same thing when he bought Nike, Chipotle, and Netflix

[Odo @illiquidcapital]

@mil000 VCbrags has an important role in the ecosystem

[Odo @illiquidcapital]

@JCOviedo6 don’t forget nike, chipotle, and netflix

[Odo @illiquidcapital]

@Alfred_Lin I do think on these long time horizons it's often simply unknowable...

Nvidia went from gaming company, to crypto company, to AI company. Did Jensen tell Don Valentine he would be an AI company? Certainly not.

But can you make a founder bet on him? Absolutely.

[Odo @illiquidcapital]

@the_P_God not yet!

[Odo @illiquidcapital]

@VCBrags @mil000

[Odo @illiquidcapital]

@TheStalwart There's a madmen quote that I think explains how people there feel about tech.

“She was born in 1898 in a barn. She died on the thirty-seventh floor of a skyscraper. She’s an astronaut”

They still have a sense of excitement about it that we don't have:
https://t.co/jrlR0SsUuo

[Odo @illiquidcapital]

@heybronco1 @TheStalwart oh no, I wasn’t implying that... I said they roll it out everywhere (and I’ve seen it in Shanghai and Beijing for years). Sorry if that was confusing.

[Odo @illiquidcapital]

@ACapitalLP LUNR and ASTS and RKLB all fell 7-10% same day. I think everyone was rebalancing across space exposure

now that everyone’s rebalanced, basket should start to correlate with SpaceX, and SATS should converge over time, with Nov27 delivery as a catalyst

[Odo @illiquidcapital]

@Yueqi_Yang i tried this and it’s not worth the brain damage they have to manually key in your membership number each time because the chinese bar code is different

[Odo @illiquidcapital]

@TheStalwart this is like when ishowspeed went to china but for finance people

[Odo @illiquidcapital]

@timotheenation it’s strange he’s like a theater kid

[Odo @illiquidcapital]

@ismslinehan https://t.co/rSBJLgJsLb

[Secular Talk ([email protected]) @KyleKulinski]

That's a lot of beans you nasty ass bitch

[Odo @illiquidcapital]

@business damn he should focus on getting some ozempic

[Odo @illiquidcapital]

@gynemimesis https://t.co/4Ka1Dk7RFW