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Anthony Avedissian

@antavedissian

441 Following
1678 Followers
Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
🤦‍♂️
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
The only inflation indicator that matters
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
the puritans vs the agglomerators
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
2013-> house prices. 1/ UK underperforming the west, 2/ Asia rekt, 3/ spot the tax haven (🇮🇪!)
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Crazy to think that if solar PV and battery efficiency both compound at 7-10% pa for 30-50 years, the world can be powered only by sunlight, and carbon emissions will collapse 🌞 Starting to see some cool DePIN companies incentivize adoption & drive innovation here
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Acquired podcast, but for crypto apps
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Don’t forget the base numbers
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Not saying the US is likely to structurally underperform, but it may be a good time to geographically diversify if you're a long-term index investor
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
If you’re an A+ founder in crypto with an oversubscribed round, rather than raise your valuation, further dilute yourself, or reject new capital partners, you should considering pushing new VCs to pledge capital into your ecosystem. For example, via contributing to TVL, LP’ing, staking, ecosystem start-up funding, etc. It’s something I don’t see but that would make sense in helping projects solve cold-start and chicken-egg problems.
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
100% to Community, no VCs
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Interesting development – a titanium industrial plant is being entirely powered by a solar microgrid integrating solar panels and large-scale battery storage. They aim to start operations next year and scale up to 106 MW capacity by 2027. Wonder whether this is the tip of the iceberg for an increasing number of industrial applications (e.g. compute/data centres) integrating microgrids and distributed energy solutions. https://www.canarymedia.com/articles/clean-industry/in-a-first-a-solar-microgrid-will-directly-power-an-industrial-plant
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Very good book, well worth reading. Especially now, with the possibility of Iranian mass retaliation + Russia/Ukraine heating up again. Governments and societies alike should encourage restraint and avoid escalating conflicts and saber-rattling. Nuclear War / WW3 would be disastrous beyond imagination!
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Purple dragonfruit + mango + passionfruit -> Ninja Creami
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Is anyone here ex-investment banking? Ideally ECM. Have an idea I want stress tested!
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
I think more people should have kids & parents with kids should have more of them than they currently do (note: US birthrate fell to a historic low of 1.62 in 2023, well below the rate needed for population growth). It seems society is miscalculating the costs/benefits of having kids, e.g underestimating the balance of nature vs nurture and overvaluing intensive coddling VS not looking far enough ahead to appreciate the long-term joys of a larger family and future grandkids, thereby leading to fewer, later, or no kids at all. Something must change!
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Just finished Freezing Order by Bill Browder, the sequel to Red Notice. Excellent book to understand how disinformation spreads and how it can be countered + a compelling case for why existing power structures (specifically the US government) are incapable to intervene and prevent disinformation, even when in plain sight! Must-read for those interested in global corruption, financial crime + the fight for justice.
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Making a film has gone from Venture Capital to Private Equity?
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
v interesting post here about how msft azure's gen ai capabilities will enable the discovery of new molecular structures for use in chemistry (imagine more efficient batteries for electric vehicles, highly degradable materials for recycling, etc) ai being the enabler, msft really seems to be the "everything company" more than any of the other big tech co's https://blogs.microsoft.com/blog/2024/06/18/empowering-every-scientist-with-ai-augmented-scientific-discovery/
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
i've seen way too many crypto x ai decks recently that all almost entirely rely the "community to contribute knowledge" and some ambiguous set of applications to "drive demand" via a circuitous token incentive layer with v little focus on actually building community, building an amazing product, or developing a moat outside of the token mechanism prob ngmi
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Anthony Avedissian pfp
Anthony Avedissian
@antavedissian
Energy will soon become the biggest bottleneck in AI.
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