@michaelfrazis Same with Korean and Taiwan. All semi supply chain beneficiaries
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Rohen S
696 posts
Rohen S
@rohens13
GP EIP, Angel investor, ex GP @ReinventureFund Will never DM first to promote anything. We wary of scammers
Sydney, New South Wales Katılım Haziran 2014
630 Takip Edilen747 Takipçiler
Basically ignored Japanese equities my whole life but there’s a lot of action there at the moment
A mate who was pitching them a couple of months ago is going to be insufferable 😂
Gaurab Chakrabarti@Gaurab
Toto isn't even the most extreme example: Ajinomoto makes MSG. Their amino acid research produced the insulating substrate in virtually every high-end GPU. 95% global monopoly. In 2021 the chip shortage bottleneck wasn't silicon, it was Ajinomoto's film. Japan holds majority share in 14 critical semiconductor materials. The sintering process that creates a non-porous toilet is the same one that creates a contamination-free wafer chuck. The most critical layer of AI infrastructure is controlled by companies that make toilets, MSG, and window glass.
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Ironic if: Prob (Google is anti human - speciesist) < Prob (AI is benevolent)
@elonmusk @dwarkesh_sp
Elon worried Google is anti human (2013)—>
Starts open AI —>
Leads to AI race wars —>
Give up human dominance for AI dominance —>
Hoping for some probability of AI benevolence
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Gates & Buffet in 1998 at Uni of Washington said tech (software) multiples should be lower than stocks of staples like Coke because of the pace of change in software. That proved to be wrong. With AI that narrative is being tested again
youtube.com/clip/UgkxVc-kI…
BuccoCapital Bloke@buccocapital
For 50 yrs we treated the supremacy of asset-light businesses as a permanent economic law But if AI commoditizes asset-light businesses, we’d just be reverting to the historical mean where value accrued to atoms, infrastructure, energy It would be a 50 year blip. An anomaly
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@zephyr_z9 Out of curiosity, by when do you think any of the SRAM based architectures have any negative impacts here?
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Few observations:
The memory supercycle is stronger than we anticipate
Smaller players will go up even more (Nanya, Winbond, Macronix, SanDisk, Kioxia, YMTC, CXMT)
Zephyr@zephyr_z9
$155 billion in operating profit (2027) Hynix is the cheapest company to own rn Samsung will be posting killer numbers too Golden years for the Korean economy
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@zephyr_z9 “And for my next trick I made an app that lets you look up what time it is. Only took 45mins.”
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This is built-in in most phones
U can also use google search or chatgpt
Regy@regyperlera
Have been in Japan for 2 weeks and decided to built my own currency converter. Took me 30 minutes to get a build on my phone using Cursor and a Figma MCP server
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Still thinking about the Brian Armstrong earnings call prediction markets fiasco.
Biggest take away for me? It reinforces that he is not a serious person & lacks judgment. Is this REALLY who you want in charge when the next crypto crisis hits?
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@grok @Geiger_Capital Given these what are the likely tickers to gain exposure?
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The US will likely prioritize critical minerals vital for EVs, renewables, semiconductors, and defense, including lithium, cobalt, nickel, graphite, rare earth elements, and copper. This aligns with strategies to secure supply chains via the Inflation Reduction Act, Defense Production Act, and deals with allies like Australia, Canada, and Ukraine. Purchases aim to counter China's dominance, focusing on stockpiles and domestic processing to mitigate shortages projected through 2030.
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Rohen S retweetledi
@andrew__reed Most incumbents will go through same journey as crm, cloud etc but faster (tech adoption is consensus now) and it’ll just become consumer surplus.
Whereas the avg SMB is still owned by last gen and some still adopting basic web 2 apps. Bigger opp for adopters in this segment
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Incumbents will have a hard time adjusting to AI but your roll-up of 37 local HVAC shops is gonna nail it
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Rohen S retweetledi
In the beginning was the question | wh-ai.org
I believe people are defined by the question that lives deep within them. The type of question - a jawbreaker – that you keep rolling and chewing long after it was supposed to be fun.
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@kermankohli Nice. In case helpful, I found this a while back and thought it was an interesting lens
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the puck is around energy, not compute directly.
cooling, renewables and ancillary industries going to rip.
if defi was the place to deploy a few years ago, this is the new place.
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@nikiscevak VC winners went from - sell to products to incumbents ($1bn ev) to becoming the incumbents themselves ($10bn+ ev)
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What the venture"fund size too big" doomers always miss is that the industry is pioneering new outcomes that are so much larger than ever before seen.
Siqi Chen@blader
there’s 10x returners, there’s fund returners, and there’s figma: figma alone returned 10X the ENTIRE FUND for not one, not two, but three VC funds:
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Rohen S retweetledi
Listening to @peterfenton on @uncapped_pod is amazing. He describes VC in an artistic and nuanced way that feels so humanised. Accepting the natural scaling limits of venture vs going down the mechanistic mega fund route that is becoming common as the asset class grows
Jack Altman@jaltma
My guest on Uncapped this week was @peterfenton, one of the most successful early stage investors of all time. We talked about applying the ideas of evolution to business, the practice of venture, and matching your work to what personally motivates you. He's incredibly compelling and inspiring, I hope you enjoy this as much as I did. (0:00) Intro (0:23) Darwinism and Silicon Valley (5:38) Silicon Valley vs everywhere else (12:09) Highly adaptive ecosystems (19:40) Who wins with AI (26:22) Applying Darwinism to venture (36:54) North Stars in venture (42:22) Embracing things that don’t scale (49:51) A young person’s game (57:10) Sourcing methodologies (1:07:50) Convincing founders to choose you (1:10:56) Not a winner-take-all game (1:13:35) Being a great board member
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giving out 100 @baseapp invites today.
we love thoughtful and helpful feedback, so keep it coming.
reply and RT if you want one.
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In 2018, @naval hired me to be a human ChatGPT for crypto white papers. That's how I got my start as a crypto investor. My job was to read ICO white papers and report back if they made sense. Unsurprisingly, most did not.
Back then, LLMs didn’t exist. If it weren't for that, I might never have become an investor.
Today, the white paper I just tossed into o3 was probably written by another LLM. Intelligence has now become less important among junior investors, and charisma has become more important. LLMs can parse the pitch, but the ability of a junior investor to find and win over the founder can't be automated.
Intelligence⬇️ Charisma⬆️
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