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Jugal Lodaya Profile picture
Jugal Lodaya
@JugalLodaya
Managing Partner @ https://t.co/PenW0YadYW | Software Engineer @Google | #Bitcoin| Trader | Investor | Tweets ≠ investment advice.
Apr 18, 2021 • 16 tweets • 5 min read
1) @lexfridman's podcast with @Breedlove22 was one of the best collaborations I've heard in a long time. Here's my notes on topics like
- sovereignty
- money = value/energy storage
- desire for something from nothing
- inflation is dicivilising
- volatility
- #Bitcoin

*Read on* 2) Over time, sovereignty becomes more decentralized putting more power into individual hands. From pharaohs in ancient Egypt holding absolute power to today where individuals now vote for leaders.

Extrapolating further, people may eventually become their own governments.
Apr 17, 2021 • 5 tweets • 4 min read
1) Sharing a quick growth analysis of some streaming sites. @CuriosityStream is growing fast and with revenue growth ~= to user growth. Odd that @fuboTV @disney & @netflix don't have that. Could it be caused by high churn?

$DIS $CURI $NFLX $FUBO 2) Most articles only reference @disneyplus subscribers (~94M), but I aggregated that with @hulu and @espn numbers too because @disney owns them all. That's how I arrived at ~146M. I don't think it makes sense to only use Disney+ as a gauge.