1/ Interesting thread on production capital from @Alex_Danco here https://twitter.com/alex_danco/status/1214953939877220353?s=21 …https://twitter.com/Alex_Danco/status/1214953939877220353 …
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1/ Interesting thread on production capital from @Alex_Danco here https://twitter.com/alex_danco/status/1214953939877220353?s=21 …https://twitter.com/Alex_Danco/status/1214953939877220353 …
2/ @benthompson touches on similar themes of shifting in the Deployment Phase here https://twitter.com/stratechery/status/1214585200904003585?s=21 …https://twitter.com/stratechery/status/1214585200904003585 …
3/ our recently published investment memo fits fit in to most of these themes https://twitter.com/earnestcapital/status/1213179600974438400?s=21 …https://twitter.com/earnestcapital/status/1213179600974438400 …
Since everyone is suddenly agreeing on it, hopefully this means the deployment age is almost over. I want my bubble back.
Time to start getting into crypto then I guess? They must have one or two bubbles still floating around.
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