
Innovation feels gradual before its exponential.
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I’ve been thinking a lot about education lately. How to raise kids. Whether the system we all went through is the right one.
When I’m talking to smart skeptics, people who aren’t crypto believers and don’t particularly want to be, I bring up Figure Technologies. It’s usually the moment something clicks.
Back in the day investing in software, I would obsess about churn. More than growth, more than margins, more than sales efficiency (magic number). All I ever wanted from a management team was a CSV data dump: customer ID and payment per mon...
I am writing this as crypto is melting down. Bitcoin touched $60K, Solana is back to FTX estate sale levels, and Ethereum is $1,800. I’ll spare you the permabear talk.
The writers behind this newsletter.
Founder @ Inversion | Posts are not investment advice
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