@ModeledBehavior A place that seems down and out, and indeed was, and then comes from nowhere to rise to relevance, using internet tech as well, who would have expected it there? Not to mention the Choo Choo...
the Ben Sasse / Ross Douthat interview is one of the single best things i've seen in years. I could not more highly recommend dropping everything to go and watch.
Animesh and I got featured in GQ's Most Influential Young Indians of 2025
Its been a pretty cool journey that started with asking the question "why didn’t Indian culture feel cool enough for Indians?"
1/ finally ripped an infrastructure finance primer - "Making Sense of DePIN Nonsense: Part 1"
check it out on our @CrucibleVC substack
a few quick nuggets below - h/t @mochi_nyc and @itsanhonour_ for the assist
https://t.co/jATUDb8Ly7
@BickerinBrattle@dampedspring Right over what time horizon & on which score board? I’m newer…watching and listening to y’all, aren’t you saying same thing: yields are going up? Why wouldn’t they if price goes down due to increase is duration supply? Why wouldn’t they if NGDP is ripping? But wtf do I know…
1/ "Zombie funds" are on the rise, posing a challenge for LPs and micro VC managers.
Want to survive the apocalypse?
You have some important choices to make and there are strategies to navigate this terrain from what I have seen and sharing my findings
8/... on the “Minnows and Megas”
the coming disappearance of 50% of the hundreds of recently formed smaller <$100M funds—and the persistence of larger ‘platforms’—albeit with altered LP composition...
@FreightAlley@Molson_Hart Which defensive Aggie response do you want? a) yada yada military service tradition; b) something something Kyle Field on a Saturday night in October; c) blah blah at least we aren’t t-sips; or d) all of the above?