Texan by birth. Citizen of this world. Curious student. Entrepreneur to be. Aspiring artist. CrossFit fanatic. Boardgame junkie. Avid reader. Earnest believer.
Manager selection matters more in Venture Capital than any other asset class - by a lot!
Bottom quartile VC's returned -0.55%, top quartile ones returned 23%/yr
In equities, the delta between a top quartile and bottom quartile manager is only a couple hundred bps.
@SullyCNBC Iโm not sure Saudi doesnโt have any spare capacity. This is something I would trust @pickeringenergy rather than Macron.
All my contacts in the US are signaling rig count will not go much higher bc companies (and investors) reluctant to deploy capital.
@SullyCNBC I flew from Heathrow to Houston yesterday. They advised to get to the airport FOUR hours early because of staff shortages. Took me over an hour just to check my bag. And I have status with United!
@SullyCNBC Totally agree Brian!! Even with DCFC, youโre going to have to wait about 30 mins to recharge. Might as well use a nice bathroom and load up on beaver nuggets and other snacks. Iโve heard that Toyota HQ execs have studied Buccees.