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  1. Last 7 days
    1. Rob Williams knows how to pitch Jeff Bezos: You write a press release as if your product has already been built. Bezos reads it and gives a thumbs up or down.

      大多数人认为商业投资决策需要详细的商业计划、市场分析和财务预测,但作者暗示Bezos的投资决策仅基于'仿佛产品已经建成'的设想,这挑战了传统投资决策的理性过程。这种直觉式的、结果导向的投资方法与主流商业投资理念相悖。

  2. Feb 2021
    1. The Rights Retention Strategy provides a challenge to the vital income that is necessary to fund the resources, time, and effort to provide not only the many checks, corrections, and editorial inputs required but also the management and support of a rigorous peer review process

      This is an untested statement and does not take into account the perspectives of those contributing to the publishers' revenue. The Rights Retention Strategy (RRS) relies on the author's accepted manuscript (AAM) and for an AAM to exist and to have the added value from peer-review a Version of Record (VoR) must exist. Libraries recognise this fundamental principle and continue to subscribe to individual journals of merit and support lucrative deals with publishers. From some (not all) librarians' and possibly funders' perspectives these statements could undermine any mutual respect.

  3. Aug 2020
  4. Jul 2020
  5. Jun 2018
    1. We favor spreading priceand risk by building up and averaging out of positions over time rather than speculating onspeculation. A committed capital structure with significant capital reserves for staged follow-onsgives us the flexibility to build up our investments independent of market sentiment. We areshielded from having to dump assets on the market to honor redemption requests, avoiding thedreaded “death spiral” which can plague more liquid fund structures.
    2. We fund the development of decentralized information networks coordinated by a scarcecryptoasset – or token – native to the protocol. Our thesis is that decentralization andstandardization at the data layer of the internet is collapsing the production costs of informationnetworks, eliminating data monopolies and creating a new wave of innovation.
    3. The way to play a consolidating market is to investheavily into the consolidating incumbents (which are likely to continue growing strongly for along period of time) and to invest progressively in the insurgent platforms that will grow tocommoditize the incumbent business models and create a new wave of innovation. We arefocused on the latter
    1. Pantera Capital has had a thesis of investing into local exchanges since the inception of its venture capital fund. Local exchanges have an advantage of a local team who understands the culture and marketing of a specific geography in addition to having the relationships for banking and regulations. In June 2014, Pantera investigated and became the lead US investor in the largest cryptocurrency exchange in Korea, Korbit. Korea was a compelling geography for a local exchange investment because of the country’s familiarity with virtual currencies, becoming one of the first countries to adopt them for gaming, having a government that is pro-innovation, having a large mobile ecosystem.