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8 bookmarks by @packyM

I told Astra to check out the Yamauchi no.10 site and then make me something similar for not boring using portfolio companies I've written deep dives on. not bad for ~15 minutes of work!↗

·@packyM·Sep 8, 2026·workflow·astra·portfolio-company-deep-dives

Ladies and gentlemen, Ken Fucking Griffin. Of course.↗

·@packyM·Jul 30, 2026·person·ken-griffin

Capitalism is just so beautiful. $8 trillion worth of market cap coming out in support of open-weight models because it's good for their business and makes them look good... and, totally coincidentally, it also happens to be better for us consumers and practically every busin…↗

Some spicy takes on venture capital: - Saying that "seed has gotten expensive" or something and then pointing to a valuation - like "they used to be $10 million and now they're $20 million" - is bascially the same thing as people who say Stock A is more expensive than Stock B…↗

Composer did it again. ~70% of my money in @ComposerInvest is in a symphony that switches between TQQQ and UVXY. Today, it switched me from TQQQ to UVXY. When I saw the CPI print, I assumed I was on the wrong side of that one. A few hours later, TQQQ is -5%, UVXY is +1%.↗

·@packyM·Jul 11, 2024·essay·composerinvest·investing·market·tqqq

At Not Boring... IT'S TIME TO MONETIZE. 💰 Made a Sponsor Deck, and sharing it, because: 1. I didn't know what I was doing so: - Others probably don't either, hope this helps - Would love feedback 2. Twitter is full of potential sponsors. - DM to get involved↗