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Observations and conjecture about professional speculators, public equities and transformative ideas. e/acc. Not investment advice. Sources protected.
Mar 1, 2019 4 tweets 1 min read
"This is one of those paradigm changes that happens maybe once a decade, maybe once every couple of decades." - John Hanke, Niantic Labs [Long indirectly via: $GOOG $GOOGL] Observations on the maps, edge computing and network latency required to make AR ideas come to life.
Mar 15, 2018 18 tweets 6 min read
Big day for Bitcoin scaling. Lightning goes live on mainnet and Lightning Labs raises $2.5 million seed round from a notable group of investors. $BTC #BirthOfAnAssetClass bitcoinmagazine.com/articles/light… Investors in the round include Jack Dorsey $SQ $TWTR, Jacqueline Reses $SQ, David Sacks $PYPL, Bill Lee (Tesla and SpaceX angel) and Vlad Tenev (Robinhood co-founder) among others.