Hi Casters. I wrote about our increasing ability to add structure to a thesis driven investing approach using our thesis around The End Of Interchange as an example. https://avc.xyz/the-end-of-interchange

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Hi Casters. I posted my annual year end playlist today. You can listen right in the browser https://avc.xyz/my-year-end-playlist-2

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Hi Casters. I've been noticing a trend among founders we work with. They are making advisors. https://avc.xyz/making-advisors

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Hi Casters. I wrote down some thoughts on Amanda Fortini's excellent essay on GenX in T Magazine https://avc.xyz/gen-what

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Hi Casters. I read a post by @mazmhussain about writer coins this morning and it inspired me to write this https://avc.xyz/investment-needs-speculation

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Hi Casters. I wrote today about how AI might be the solve to the energy crisis it is creating https://avc.xyz/the-big-blind

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Hi Casters. I wrote about the implication of declining global fertility rates this morning. https://avc.xyz/declining-fertility-rates

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Hi Casters. I jotted down some thoughts after setting up my 95 year old mom with AI this past weekend. https://avc.xyz/gemini-great-grandmother

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Hi Casters. The @stoic got me to be a bit introspective on the topic of crypto maxis this morning https://avc.xyz/being-chain-agnostic

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Hi Casters. I wrote a bit about my Seeker crypto phone that I set up yesterday. https://avc.xyz/my-seeker-phone

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Hi Casters. Pattern recognition is what you get from observing something for 40+ years. And so I wrote something this morning comparing the LLM wars of today to the browser wars of the late 90s. https://avc.xyz/netscape-and-microsoft-redux

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Hi Casters. I went searching for some data on the AI Bubble Question and found some. I wrote about it here. https://avc.xyz/the-ai-bubble-question

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Hi Casters. I posted some thoughts on the inevitability of self-driving vehicles in NYC, and everywhere, this morning. https://avc.xyz/the-arrival-of-self-driving

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i think the first step to making a creator coin model that works could be something like pallet.xyz / pallet.com (domain is sold i think but company seems active as of february this year? https://www.youtube.com/watch?v=9vRiCkFkhyk) writing about a specific topic/industry -> specific audience gathers there -> can advertise -> advertise a 6 figure job if the audience is tech/finance/high NW -> take a referral cut this specific model depended heavily on the zirp era and tech labor market, but it was something that worked well for a bit the advantage of the writer coin model could be that it's not tied to one company like pallet, but rather the assumption that if the content/audience is valuable there will, at some point, be another "pallet moment" and you can speculate on that if you were correct and there is some other model that works for the writer in the future, whether that be product advertising/sponsorships or something else, then you would have profited extrapolation of this also shows an interesting opportunity for the curation of yet another valuable audience based on the PnL/trading activity of these coins- people who were consistently correct in guessing which writers would become valuable over time

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Hi Casters. I wrote down some "next day" thoughts on the $AVC writer coin launch that I did yesterday. https://avc.xyz/writer-coin-next-day-thoughts

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