Thread by @gregory_landua

Dear VCs. If you are not investing in a portfolio that plausibly leads to a thriving world for your great great grandchildren, I am not interested in your opinion or your money. You're not only on the wrong side of history and you're on the wrong side of market trends

Here's the rub. What will a thriving world look like? This is not idle speculation. We have a single planet, with a unified biosphere. Apply Aldo Leopold's land ethic at scale. Any business that increases the health of the biosphere is good (investible).

Any business that decreases the health of the biosphere is bad (uninvestable). We may argue about politics, strategy, tactics and trends. However there is a global imperative, global boundaries, and global opportunity. Corporate ESG is already transforming fiduciary duty.

The biggest investment opportunity of the 21st century is ecological health, living carbon, and living capital. All other asset classes are derivatives of this foundation. Assets and asset managers who are not engaged in the regenerative economy will find their assets stranded.

Mother Earth is the bank of last resort. She is the real fed. She is the real network securing the bounded consensus value. Default with Earth at fiduciary concerns due to your malfeasance will be the least of your worries.

Classic economics aside: there is no need to create false scarcity via new magic internet money, planetary boundaries exist and can only be increased or decreased as the emergent result of the rules of our markets and society. So, get busy increasing our ecological ceiling.

To increase the ecological ceiling, increase the health and carrying capacity of our globe we have to integrate #commoning practice, social coordination technology and unlock innovation, entreneurship and cooperation at a scale never seen or achieved by humans.

*AND not at. *hand shakes at the lack of edit function on twitter.*