Diego

@d1ego

1047 Following

1128 Followers

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silly season’s gonna be wild with all the focus on Max, but honestly what I’m most curious about is a Perez–Bottas pairing at Cadillac 👀, whatever the hell Alpine ends up doing, and pretty sure both Yuki + Lawson will be out of contract https://www.foxsports.com.au/motorsport/formula-one/the-five-questions-still-to-be-settled-in-f1s-silly-season-after-horners-shock-sacking/news-story/0a58feca7cf639b74019526932a847f5

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can’t believe how lazy crypto media is sometimes. “$10B in crypto VC in Q2” sounds big, until you realize it’s mostly funds raised for BTC acquisition strategies. that’s not VC. that’s a treasury strategy. VC = backing builders. https://beincrypto.com/biggest-crypto-vc-investments-2025-so-far/

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16mo daughter still not walking. Crawls like a maniac, walks great holding hands — just refuses to go solo. She’s a big girl (90+ percentile heigh & weight), so maybe just taking her time. Ped suggested PT soon if we wanted but feels a rushed. Anyone else skip PT and let it play out?

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More Verstappen-to-AM rumors — apparently “basically done” per Daily Mail. Still feels like smoke, but it keeps resurfacing 👀 👀. I see it close to impossible but if it ends up happening, can’t imagine Horner or Marko keeping their jobs… https://www.planetf1.com/news/team-for-max-verstappen-revealed-aston-martin-team-member-talks-f1-2026#:~:text=According%20to%20the%20Daily%20Mail,the%20rumours%20to%20PlanetF1.com.

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Just about to finish The Machiavellians. What a book. History repeats itself, but this one feels so prescient. Ideology, elites, fake consensus, the illusion of legitimacy — reads like today's manual. Wild that it was written in the '40s.

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Really recommend Gurley’s latest pod with Patrick O’Shaughnessy. One of the few who speaks clearly and cuts the BS. Loved the shoutout to crypto as a way to break the cycle of companies staying private forever. https://open.spotify.com/episode/3coA5PwQ1iz7mMxjctLNCA?si=imbTMieiQh23-Dmmnl29-w

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Thoughts on Adizero EVO SLs as daily trainers? I’ve been disappointed with the NB Rebel V4—too soft and unstable for me. Looking for something light, but with better snap and support

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My daughter is starting to crawl. So far, it's 1 inch forward, 3 yards backwards. So fun to watch 😆

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Carta just dropped its Fall fundraising data (software). Valuations closing-in 2021 levels driven by AI (75th percentiles look rich). No deal count specified for Series B and C but growth rounds continue to be scarce

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Crazy stat. 18 years for VCs to get fully liquid. I don't think it's sustainable. Secondary markets will become much more robust and liquid if incentives for going public don’t change in the medium term https://x.com/jasonlk/status/1846216066260959710

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Great presentation by @DSBatten made for family offices on Bitcoin and the environment. This type of narrative clarity & delivery is what's needed for normies' sentiment to change. https://x.com/BTC_Archive/status/1846237445961982068

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Latest report from Carta on funding rounds. Median startup is raising every 18 months which is intuitive. What's interesting is the dispersion across each funding round (e.g. 4% of startups inc. in 2021 already raised a Series D)

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Best CRM for LP Fundraising? I'm looking for something lightweight that can complement my current stack (Gmail + Sheets + Notion). I'm between https://www.pipedrive.com/ (more established, robust analytics) and https://www.folk.app/ (more flexible, less robust). Any tips?

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I'm halfway through Nate Silver's On the Edge. The book's a bit tribal and self-aggrandizing for tech, but Nate is a measured guy and the tone is ok. Without being too antagonistic or bashing, he does a cool comparison between risk-takers & the professional managerial class and the implications at large. Worth the read

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Great chart highlighting a key contradiction: economic growth vs. earnings growth forecasts. Consensus shows GDP deceleration while earnings growth accelerating, both can't be right. Asset prices reflect both lower rates and growth expectations (r & g) but hard to see how they're accurately priced with GDP set to slow

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FBI probe into Hone Capital investigating if they shared sensitive startup data with China. Hard to imagine deploying $115M in 360 startups would give them any meaningful info on companies like Stripe, AngelList, Boom, etc. but optics matter https://techcrunch.com/2024/09/24/hone-capital-a-silicon-valley-firm-is-being-probed-by-the-fbi/

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Not sure if it's official yet, but the Zoom Fly 6 looks dope. Rumored release is early November. I know the 5's flopped, but these are supposedly lighter and could work as daily trainers even with the carbon plate

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Had a debate with my wife: I think Omakases in SF are rarely worth the price. Change my mind—what's the best one out there?

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Interesting take. Counterintuitively, gamified 24/7 trading "replaces wisdom of the crowds with the folly of the mobs and causes prolonged, irrational mispricing" https://mail.blockworks.com/p/the-least-efficient-market-hypothesis

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Just finished rewatching Silicon Valley on HBO. I don't think I've laughed this much rewatching a show. It's aged REALLY well and captures the zeitgeist of the last decade spot on. Wish they'd do a new one or a spin-off.

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