JB

@MollySOShea Definitely

Anyone here a tech / VC / investing podcast addict? Putting together a small private group DM or comment. Don’t be shy 🤗

@spencernoon internbreakdowns.substack.com/p/intern-break…

What is the best ELI5 article on MEV you've seen?

@patrick_oshag Pioneering Portfolio Management by David Swensen Capital Allocators by Ted Seides

What are the best pieces of content on the art and science of investment manager selection?

@danprimack Red Notice by Bill Browder

Hi tweeps. Got a bunch of vacation coming up soon (planes, beaches, etc.). Could really use some amazing book recs. Prefer nonfiction, but open to anything.

@jmj @JB__VC

🎮 We're creating a crypto/web3 product testing group for early access to products in our portfolio & beyond. You get beta access to new apps & protocols and be part of a small product community. Add your handle to this thread if you want to participate 👇

@MadsenSouth I think “ever” is a key word here. Generally, no. But if a GP starts taking less risk after years of successfully running a volatile strategy, it seems fair for an LP to prod as to why the GP has drifted its strategy, and encourage a return to more risk

@janehk Anyone know of a similar one for Boston?

(RIP my DMs) There's a great TG group strictly for people who live in SF full time and work in web3. It's a solid community resource. We're ~300 strong so far, but I know we're missing a lot of people. If you meet the criteria & would like to be added, shoot me a message🌉

@patrick_oshag And of course, alignment. E.g. what percent of their net worth is invested in the fund and how will that affect their risk tolerance, and how are fees structured to incentivize performance

@patrick_oshag Try to discern PM/CIO’s abilities as both a portfolio manager and a people manager. Discuss their personal background, track record, investment philosophy/strategy, portfolio construction/risk management. But really try to see what they’re like as a person (ethical, driven, etc)

If you were trying to learn about a money manager and approaching them for the first time, what things would you want to know? Qualitative and/or quantitative.

@wolfejosh @bznotes @zavaindar @Farshchi @Lux_Capital I was 25 + 50, surprised how many are different!

Cognitive diversity. 4 Lux partners solve same simple elementary math problem 4 different ways

@Jason @Lons

anyone remember of a #movie or #TV scene, where a rich person dropped pennies or change on the ground for a poor people? need this for a blog post :-) @Lons ? #filmnerds?

The Friendship That Made Google Huge | The New Yorker newyorker.com/magazine/2018/…

The End of the Beginning – Andreessen Horowitz a16z.com/2018/11/16/sum…