Thought Leadership Threads

AI is undeniably going to change the world but 99% of AI companies will fizzle and die.

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I have real, actionable advice about how to build durable AI companies but understanding my perspective requires a primer on how I think about AI.

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Trust me, you’ll like it: 🧵👇

Memecoin trading is back with marketcaps for select coins exploding by 5X, 10X and sometimes even 100X+.

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Over the past few days I talked to traders who hold anywhere from $500 to $20MM+ of memecoins.

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Their views are eye opening! 🧵👇

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Mark Twain once said:
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“When everyone is looking for gold, it's a good time to be in the pick and shovel business.”
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What does this look like in crypto? 🧵👇

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Another day another meltdown in the crypto space. Smarter minds than mine are unpacking the details of what’s happened and what comes next.
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But I thought it would be worth explaining “the issue behind the issue” and when your money might not be safe!!!! 🧵👇

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Web3 believers assert that #web3 is in its early adoption phase and that the masses will come just like they have with new technologies in the past.

There’s some truth to this narrative but forces are at play that make #web3 adoption MUCH MUCH MUCH more challenging. 🧵👇

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We’re in the middle of a crash and burn crypto cycle with “Exhibit A” being a handful of large lenders unable to meet their obligations due to “technical insolvency”.Could TradFi policies have prevented these meltdowns?The answer isn’t clear but is worth exploring.🧵👇

Every year I write a thread about how American Ninja Warrior (#ANW) is my favorite TV show and how the startup ecosystem can learn from ANW.

And now that I’ve spent time in the web3 space I can see how adopting the ANW ethos could improve the success rate in the #NFT space.🧵👇

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It’s widely believed that “grit” is one of the most important characteristics of successful people.

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After 8 months in the web3 space I have a view that many of the problems in the NFT ecosystem are directly attributable to a lack of grit.

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A few controversial thoughts: 🧵👇

If you’re an investor in stocks, crypto or NFTs, you’ve probably heard the word “alpha” thrown around.

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What is it and does it really exist?

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A few thoughts on “alpha” and a specific type of “alpha” that's been used to generate outsized returns. 🧵👇