Retrospectively Obvious
Santiago Roel SantosInnovation feels gradual before its exponential.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 7 years ago | Last Issue | 2 months ago |
| Active | |||||
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Buy Distribution
I started looking at Western Union because I thought stablecoins could disintermediate their business. Why pay WU when you can send money anywhere in the world for a fraction of the cost on stablecoin rails? Then I realized: WU is a much be...
Prediction Markets Won't Scale Without Trust
I have a stake in the success of these platforms. That’s exactly why I’m writing this.
The prediction market pitch is genuinely compelling: crowds aggregate information, prices reflect reality, and markets are better arbiters of truth than...
AI Renaissance
I’ve been thinking a lot about education lately. How to raise kids. Whether the system we all went through is the right one.
I hated school. Never made any sense why they crammed the same curriculum to everyone. An assembly line. Sit down,...
Figure it Out
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.
Not because it’s a crypto company. Because it’s just a bett...
The Friction Tax
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...
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Founder @ Inversion | Posts are not investment advice
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