oops -- nope, auto-populated the headline

as Selkis put it:

The three scariest words in the English language:

“Balaji was right.”

@kr's book recommendations site is excellent: https://www.kevinrooke.com/book-recommendations

Why do some many other VCs/crypto funds seem to focus on everything but Bitcoin in the space?

who is one underrated thinker in the space that you feel deserves more attention?

GOOD

Any contact with a16z recently lol?

Seems like Andreessen's in the market per his recent appearance on Tyler Cowen:

"What I’m hoping, and what we’re actually seeking at the firm, what we’re trying very hard to fund — I’m hoping, for example, for podcasts. I’m hoping five years from now, there will be these thriving Web3 podcast environments that will be open."

06:04 Inflation Above 5% 08:56 The Market as an Economic Predictor 14:25 New Tools, New Toolkit 22:13 Crypto’s Effect on Other Asset Classes 25:00 Bitcoin vs. Gold 27:36 Work Ethic 29:19 Mobile Investing 30:36 Conviction and Being “Hot & Cold” 48:30 Stan’s Advice to a Young Investor 51:31 COVID Investment Inefficiencies 53:28 Bias Toward Growth Stocks 57:40 Stan’s Market “Pain Scale” and Possible Scenarios 1:03:45 Macro Pessimism 1:05:21 Bearish and Bullish

TLDR thread: https://twitter.com/WClementeIII/status/1534921686465843201

good context from the latest Vaclav Smil book review from Tom Morgan:

Four Pillars of Civilization: cement, steel, plastics, and ammonia

Smil’s assessment of the importance of ammonia is staggering.

“In 2020, nearly 4 billion people would not have been alive without synthetic ammonia…. the Haber-Bosch synthesis of ammonia [is] perhaps the most momentous technical advance in history.”

Mallers/Strike has a deal with Amazon? Missed that.

Kevin Kelly, prescient as always: https://www.theguardian.com/books/2016/jun/12/kevin-kelly-interview-the-inevitable-book-song-ai-future

"The disruption is going to come when we start to charge for our attention. Someone will have to pay me to watch their ad, to read their email. People will be paid different amounts, depending on their influence, their connections, their spending. That is where it is going and that takes out the advertising industry as it exists today. There will still be ads; in fact, I think most of those ads are going to be generated by consumers themselves, by the customers."

thought this was clever napkin math of potential ROI:

step 2 lol

great list -- would also love:

Jack Mallers Balaji Srinivasan Lyn Alden Muneeb Ali Alyse Killeen Ryan Selkis Yassine Elmandjra

agreed a bit fluffy -- excited to see what muneeb x team come up w:

"Trust Machines will build the applications and underlying technology necessary to unleash the true potential of Bitcoin as a final settlement layer. Trust Machines will build upon the success of Stacks, a programming layer for Bitcoin. The Stacks mainnet launch was a major unlock toward making Bitcoin programmable. We will expand on this programming layer to help make it faster and easier to develop on, and we will build applications that make Bitcoin productive, e.g., trustless Bitcoin lending. Our mission is to build the largest ecosystem of Bitcoin applications and grow the Bitcoin economy. We plan to hire Bitcoin Core developers and drive innovative research & development for scalability and functionality layers around Bitcoin."

excited for the job board idea