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Since writing my last post I’ve had a few people reach out around what specifically I’m investing in and where. While I don’t intend to be converting this newsletter into a full stock picking newsletter, I did want to share the thematics and how I think about these picks from a logical stand point.
Let’s get into it.
My mental models for thinking about where value...
There’s been a lot of chatter recently about the AI bubble we’re in. I’d say it’s consensus that we’re in a bubble, which probably means we’re not. As someone who has lived through 2-3 crypto cycles there’s one key characteristic about true bubbles: the supply outstrips demand by a large margin eventually.
My core belief is that we are at the verge of the transformation...
