VCs don't predict the future. They create hype cycles chasing yield.
Dot Com → Web 2.0 → Clean Energy → Social Media → Mobile → Crypto → AI.
Same pattern every time: narrative, technical breakthrough, MVP with traction, FOMO.
Today everyone's all-in on AI — not because they believe, but because the risk of NOT being in it is too high. 1x productivity vs your competitor at 100x? That's not a bet you can sit out.
But here's the thing: the smartest money is already looking past AI.
Where I'm watching next:
- Longevity / Anti-aging
- Space Tech (space datacenters)
- Synthetic Biology (CRISPR + AI)
- Brain-Computer Interfaces
- Energy 2.0 (the demand for more watts)
The hype is where the crowd is. The alpha is where they're going next.
@macrocephalopod@Ksidiii Having BTC correlated with SPX shows how professional players are entering crypto space as digital assets matures into a new asset class -> equity/fixedincome/digital will have a new microstructure
Last few days I had been chunking and digesting loads of information about HFT. It still amazes me how little we know (publicly) about this field on a market that its driven about 50-60% by it.
BILL MILLER: “If you don’t own the airlines, then you’re making a bet against the vaccine.. People love flying .. If there is a vaccine, that will eliminate all the issues people have about flying & these will come back very, very quickly”
@B3_MillerValue https://t.co/pacAbh3CS8
It’s always good to remember non-linear relationships. Top row is corr coef, middle row is the slope and bottom line express a non-linear relation.
McMillan, 2001 (not related to me) showed nonlinear relationships between SPY and interest rates -and none with macro data-