uspolitics

My take on Vance selection:

1. Prediction markets called it - was pretty clear once VCs started coalescing on Trump

2. Being a relatively young outsider is great - probably a broader signal to the future 

3. Palantir playbook will be a new meta amongst public companies (fueled by policy supporting such engagements). US companies will blend B2G sales at up to 40% of their broader sales mix 

4. America will make things again 

5. If it’s not obvious (as Trump feels this based on the pick) - Trump has this in the bag. Obvious tee up to give us Vance 2028. 

6. Long range prediction it’s Beshear v Vance in 2028 and the 30s is a golden era for middle of America

New economic hyperstructures and city states
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Current: 👹
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Ex. Product @SetProtocol, @indexcoop, @goldfinch
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Ex. VC @drapervc

you probably don’t think about liquidity enough // it is what it is  // build value, not valuation

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@puniaviision invoking you for thoughts 🫡