Trend investing: good or bad? If you can spot trends early, the probability of gains increases, but timing is everything. 📜📈

one of the best triple j like a versions ever recorded imo

one of the best triple j like a versions ever recorded imo 
https://youtu.be/T4TpN7nPlas?feature=shared

Clauswitz on the left, Thucydides on the right
The common thread: write for timelessness

"So many of my friends' parents grew up watching it. People just loved the show."

If they hadn't, we might never have heard of Bill Gates.

someone-build

A portfolio of airbnbs targeting developers.
- Driving distance to SF
- In the middle of nature with no one for miles
- Sick programming setup
- Fully stocked fridge on arrival
- Squat rack adjacent to desk

Could probably convince their employers to pay for it.

I’m seeking $1M for 10% stake. Thank you sharks.

Delver at contraptions.venkateshrao.com, running summerofprotocols.com, host of /gloom ☀️

This second clan of warlord nomads… eventually triggered the rise of Genghis Khan.

So in the 12th century a Song emperor had to pay a nomad warlord in the north 100k “taels” of silver and 200k bolts of silk a year. He fomented revolt by a vassal warlord to main warlord to take him down. But new guy’s clan took over more territory and the capital and drove the Songs south and they then had to pay 200k taels, 250k bolts of silk. On a shrunken territory/tax base. 

Moral of the story. I don’t know. I’m not sure there’s one. Be a warlord rather than a Song emperor?

The history of China appears to be a history of paying off warlords who then kept coming back for more.

Base

Build long term things, with long term builders.

Podcasts

Dialectic with Jackson Dahl

Chris Paik is an investor and co-founder of Pace Capital.

Chris is all about intentionality and discovery.

He combines rigorous frameworks about incentives, people, and markets with an insatiable appetite for the new. He is a true original thinker.

We discuss his intentionality, approach to explanations, how culture follows a pendulum, the efficient market hypothesis and other frameworks for evaluating businesses and markets—including his newest on top-down vs. bottom-up companies, how he finds new stuff, the pros and cons of the internet and capitalism, Pace Capital’s values, and the inner-workings of Chris’s unusual mind.

Episode 6 is out now on all platforms, more links below: 

https://pods.media/dialectic/6-chris-paik-intentionally-in-search-of-the-new?referrer=0x9b902482E62Db8FC486C3f1acAA568006021DbEC

Chris Paik on incentives, capital, systems, and power:

"The world has two sides: a for-profit world and a non-profit world. There are entities that are trying to drive profits, and there are entities that are not trying to drive profits (governments, religions).

For-profit companies are really good at pushing the world to the way that it will be. They are very bad at being paternalistic. They’ll give people exactly what they want.

The non-profit side is really good at pushing the world into how it should be. It’s really good at being paternalistic. We as individual actors depend on the systems to imbue society with paternalism."

Memes

The Ukrainian army said four people were killed and dozens - many of them elderly - were injured in the town of Sudzha in the Kursk region, which has been under Ukrainian control for five months.

React

Frontend

Facebook created create-react-app way back in 2016 to be the definitive “starter template” for production-ready React apps, using Webpack as the bundler, Babel for JavaScript transpilation, PostCSS for CSS transpilation, a bunch of local Node.js scripts to spin up a dev server and automate tasks, and (optionally) polyfills for porting Node.js-exclusive functionality to the browser. It was last updated in 2021 and is starting to show its age.

HTML/CSS/JavaScript bundlers have come a long way since Webpack – Rollup, Browserify, Parcel, ESBuild, Snowpack, Vite, Turbopack, Vinxi, Bun. Newer ones like Vite come with a CLI and a streamlined plugin ecosystem which replace what these disparate tools and scripts did before, making migrations, config files and tooling choices MUCH simpler for devs.

The legacy of CRA: memories of slow bootup times, package.json migrations gone awry, config files no one dared to touch, and a time capsule of the rich and chaotic history of the JavaScript tooling ecosystem. 🫡

productivity

security

/frontend dev・founder/decentralized data wrangler /blockhead・UI/UX abstractionist・DeFi/web3 builder・dropout・24・prev /dydx, ritual.net・x.com/darryl__yeo

Simplelogin helps with this.

It's amazing to make up an email in my head, share it with someone, and have it work thanks to the custom personal domains SimpleLogin provides you.

https://simplelogin.io

Don’t know who needs to hear this, but I highly recommend setting up a catch-all email domain and an email alias service like AnonAddy or SimpleLogin (which comes bundled with a Proton Mail plan).

privacy

fc-updates

Our priorities this week

1. Better onchain UX in frames

2. Improved invite flow / cheaper sign ups

3. Snapchain

4. App performance / bug fixes

Our priorities this week -- they remain the same

1. Better onchain UX in frames

2. Improved invite flow / cheaper sign ups

3. Snapchain

4. App performance / bug fixes

Tech strategist with a passion for AI, Web3, and digital transformation.

Andrea Quiller

@andreaquiller