Investing: SK Ventures (skvcap.com); Conference: gluecon.com; Newsletter: skventures.substack.com

Siesta Key
Joined September 2007
Pinned Tweet
As a general rule, anyone reading my tweets should assume that something north of 65% of them are actually me joking around.
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(full disc: investors)
In case you missed it - @SREcon talk by @zehicle is up. 🍍 #SREcon21 usenix.org/conference/srecon…
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(disc: investors in nextgem)
The stuff dreams are made of. That's the only way to describe the 1952 Topps Find. ⚾️ This thread will revisit the once in a lifetime story that even Hollywood might have a difficult time believing. Of course the star of the show is the card that this photo was used to create.
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I'd like to say this again for those in the back: "a cyclical economic top"....if that's not at least something you're thinking through wrt your approach to startup funding, well...
See below for the optimistic view of record-high "quit" rates in the U.S. labor market. The pessimistic view: Record-high quits marks record-high confidence, and thus a cyclical economic top, as well as a secular change—automation & algos—in the nature of entry-level jobs.
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Paul and I are discussing supply chains today. Me, just now: "all supply chain sufferings are solved via the elimination of desire".....a buddhist approach to supply chains. ;)
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This is your weekly reminder that Sunday Night Football constantly references "profootball focus" without ever mentioning that Chris Collinsworth is an owner.
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Today was flat-out amazing, and a testament to the glory that is the NFL Redzone channel. #NFLRedZone
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ESPN's decision to show us *interviews* post an F1 race over @MatthewBerryTMR and crew is a national outrage, and I demand congressional action.
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Venture Capital is still a *craft* business, and the massive influx of cash, the dev of AI/ML, and 400m "seed funds" will not change that. Or maybe I'm just the old guy in the corner now. ;)
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It's almost 2022, and there's still no bulk reserve option on @DraftKings. I'm all for advanced therapeutics and space-tech, but I'm also a simple man that wants to reserve 20 showdowns in one-click.
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I don't think this is a top in VC (there's too much money pre-loaded into the system), but things are absolutely insane right now.
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(disc: investors)
Remote-sensing can predict crop yields with more precision and accuracy. How can you use it in your fields? mdpi.com/2072-4292/13/19/394…
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"time diversification" -- i.e., only investing in X startups per yer (5-7 or 6-8 or whatever) is a real thing. And it's useful.
There is a segment of recent-arrival, early-stage venture capital that acts as if they are all running Russell 2000 ETFs, where they have to own every small cap stock, no matter the price, so they make a dozen deranged investments a quarter. It's just nuts.
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(disc: investors)
Here’s a fun story in thread form about the lengths one of our members went to track down one of their grail cards. This Randy Moss 1998 Fleer Brilliants 24-Karat Gold. Serial # /24 BGS 9.5 (Pop 1, None Higher) #RandyMoss #MinnesotaVikings #Vikings #StraightCashHomey #NFL
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Sad, but necessary. We can't wait to actually see everyone f2f in 2022.
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Defrag retweeted
An estimated 1 in 3 houses in the country is now situated in these wildfire-prone landscapes, and now half the population in the West live there, said Kimiko Barrett, a wildfire policy expert at Headwaters Economics. latimes.com/california/story…
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The planet fights back.
tl;dr: PM2.5 from wildfires as unintended population control. Wildfire Smoke Exposure Is Associated With Decreased Total Motile Sperm Count fertstert.org/article/S0015-…
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As I was discussing w/ someone tonight, this will be a story in this part of the cycle. Waves of "top VCs" calling it.
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I'm learning Finnish, and it's telling that I've learned how to ask if that Norwegian cat is a viking prior to learning how to ask where the bathroom is located.
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