And about Bitcoin, clip below
Networks eating the state v0.1
And why Renaissance Capitalists (you) won't be surprised by it
And the paradox we need (tech) to solve
Notes from Josh Wolfe and Lux Capital's latest LP letter
And 3 other quick thoughts on AI
a16z was right on software eating the world (shocker), and Balaji's right on Network States
From bruises to balance: how scar tissue, the power of 'enough', and compounding relationships became the foundation for (real) wealth
An IPO Priced to Perfection, Built for Collapse, and Rigged to Detonate on Retail
TikTok Sold Separately
How China's Rise Falls Short of Western Values
Why beehiiv will be (more than) a billion dollar company (quickly)
A potentially consensual Trump peg this time
