Life is fucking electric bro. Don’t fall for the doomer shit. That’s for losers and normies scared of their own shadows. Walk around like God sent you and smile at everyone you see. Spread light and abundance. Build things and take chances. This is the best time in history!

it's so simple but launchpads come down to supply and demand supply driven by: do founders, artists, creators, etc trust and believe in your ecosystem? demand driven by: do the buyers believe in the mission and are they aligned with it? "BD" is lame because people spend too much time catering to one side or the other without reaching enough balance and it all starts from the top of do you have a narrative that you actually champion

study the period following the industrial revolution

our old familiar friend. the china ban / fud signal

would be more concerned if we definitively lost/lose 114/115k. until then no real change. and even if we lose it, htf buyers still in decent shape imo. obviously weak pa past ~48hr that hasnt been great to see. looking to spend less time here now as its growing more and more toxic, noisy, and less helpful.

incredible how threadguy is doing more for the health of the American economy than a majority of corporations

this gives powell a pretty clear out to flip dove at Jackson Hole and be like "oh but muh data, we're data dependent now again"

the left curve understanding you need to know of rates/get into your mind is that the front end of the curve largely trades based on fed expectations, long end of the curve usually closer to growth expectations its why the whole "powell needs to cut for mortgages" is non-sensical but also it is pretty clear he's definitely late now with a weak labor market

front end yields dipping, fed should get moving

Figma is a perfect reminder during a frenetic time in tech that going from 0 to $100m ARR in 18 months isn't the norm & great outcomes usually take decades.