Also recently stumbled across a theory that even not-V C's are in it now, because ...

2025-06-27 19:32:38 UTC

Also recently stumbled across a theory that even not-V C's are in it now, because Trump.

Tariffs have fucked traditional stable investments so bad that there are perverse ncentives to hide a fund's inability to meet historic ROI in "magic bean" bets because maybe making money on a big AI win in six years beats admitting that, like, basic commodities or stable firm investment is acting pretty pessimistic about the future right now.

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npub10zv2wul2hvcg6z9445zjdm5yldmyc6sqyr0u4xnnyygtfeym746s2aga0j

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2025-06-27 19:32:38 UTC

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Mark T. Tomczak on Nostr: Also recently stumbled across a theory that even not-V C's are in it now, because ...