Andy Jagoe

@andyjagoe

2056 Following

44728 Followers

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so much for wealth taxes: “Norway’s recent wealth tax increase was expected to bring an additional $146 M in yearly tax revenue. Instead, individuals worth $54 B left the country, leading to a lost $594 M in yearly wealth tax revenue. A net decrease of $450M!” https://unchartedterritories.tomaspueyo.com/p/relationships-and-news

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where do Argentine immigrants come from?

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for > 30 years, Argentina has been the top destination for immigrants in Latam

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Doesn’t surprise me. Do you think there would be appetite if there were an easy way? Seems like this would be on Nubank roadmap…

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wow, less than 2% of Brazilians hold stocks? just looked at Mexico and it's not much higher at 3.25%. US is 61%. Do Brazilians have an easy way to access foreign equities? I've seen at least one business lately providing US access to retail foreign investors.

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Yes, Sweep looks like it automates software tests, but I was thinking about automating User Tests...i.e. how to 10,000 iterations with users dramatically faster and with less burn...meaning you automate putting the app in front of real users (a la usertesting.com) and then use AI to analyze the video of them using the app and use aggregated feedback and AI to automatically add/change/remove features. You'd still be able to make the ultimate product decision, but would be able to test many potential iteration paths in parallel and then review all at once.

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love this. do you know anyone working on an AI pipeline that automates user tests for an app? if you combined this with srcbook, you could let the two work together iteratively on an app concept? if this doesn't exist, i may build it

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Argentina and Uruguay could be as wealthy as the US. Why are they not? A conversation between Tomas Pueyo and Auren Hoffman https://www.worldofdaas.com/p/tomas-pueyo

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Most tourist spending comes from locals in most of Latam Brazil: 95% Argentina: 90% Mexico: 85% Uruguay: 75%

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amazing how fortunes can change for 100 years, Argentina's GDP/capita was 2x Spain's (it was higher than Germany and France too)

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Do you think it’s reasonable that each new generation of plane take 5 years longer than the previous generation? Or that SpaceX has a curve that looks like this?

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Over 30% of foreign buyers in Florida and Georgia from Latam and almost 50% of foreign buyers in Texas

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Latam heavily represented in foreign buyers of US real estate

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Amazing! I do equity investments in residential real estate development in South America (e.g. Uruguay) and know developers who might be interested. Have they considered this market? I know they're focused on US (makes sense) but I could explain why SA is compelling. Can they do multifamily/townhomes?

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anyone else approached in DCs with someone wanting to chat over what appears to be a fake Google Meet? Fortunately I did not download or sign in cc: @dwr.eth

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Building a Vertical Integrator is really hard. 1. >2 companies at once 2. Hardware is really hard 3. Incumbents are not dumb 4. The right level of integration is not obvious 5. Can’t pivot nearly as easily 6. Something better might come along 7. Takes money to make money

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bay area actually tier 0 by economic measures https://warpcast.com/andyjagoe/0xa751c646

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some believe collapse in startup cost will disrupt vc 2 ways to make money from new things: 1) software 2) complex vertically integrated monopolies i suspect smart venture dollars will begin shifting to #2 read @packy's post. https://tinyurl.com/2tf6ss4j

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dave mcclure has a great slide of typical fund portfolio composition and value over time and why his new fund is focused only on secondaries

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