Sonith has split from @OriginsInc and is launching a show with exactly the same concept lmao.
Tldr we got into an equity dispute (he got greedy and tried to undermine me).
Origins will continue with a new cohost and better episodes every week.
Sonith has split from @OriginsInc and is launching a show with exactly the same concept lmao.
Tldr we got into an equity dispute (he got greedy and tried to undermine me).
Origins will continue with a new cohost and better episodes every week.
Investment Thesis: ASP Isotopes
Remember the Rare Earths Materials trend?
That was a dud.
Lithium, it turns out, is widely abundant.
What’s truly rare and in high demand?
Isotopes.
1. Silicon-28 : semiconductors
2. Carbon-14 : radiocarbon dating
3. Enriched Uranium :…
Investment Thesis: ASP Isotopes
Remember the Rare Earths Materials trend?
That was a dud.
Lithium, it turns out, is widely abundant.
What’s truly rare and in high demand?
Isotopes.
1. Silicon-28 : semiconductors
2. Carbon-14 : radiocarbon dating
3. Enriched Uranium :…
Looking back at this video of Chamath from 2 years ago is so amazing.
" I want to be an instrument, like Berkshire, for the retail investors to help them close the inequality gap for themselves."
Yes, you've helped them so much sir.
$CLOV -91%
$DM -91%
$SPCE -85%
$OPEN -81%…
Why does everyone keep calling it the Model 3 Highland still? That was never the offfical name, just a rumored codename. Lol
At this point it’s just the new Model 3
@GerberKawasaki EV mass adoption is imminent🥱 VTOLs are exciting! Tesla can lead the way through either a prescient acquisition ($LILM) or internal R&D (longer route).
Tesla has built a great OS. Adding it to VTOLs will be highly feasible. Great way to adjacently expand TAM by trillions. ⚡️
@GrahamStephan Index funds are merely protections against ignorance.
If you have time, do some proper due diligence (management team, valuation, intangibles, projections, etc.)
Buy companies building tomorrow’s world. ⚡️
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