yehoshzl

@yehoshzl

157 Following

348 Followers

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Started building a focus timer for myself.

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At a dearth of builder energy. Pretty much at a lost for new ideas. A few ones I've been playing around with - 1. Podcast protocol that prints 'listen receipts' on chain 2. Track your stock mentions in podcasts to generate alpha

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Innoviz analysis. Part 1 is about understanding the automotive market in general and why lidar is an inevitability, much like ADAS, mapping and AEB. If you don't want to miss part 2, you should subscribe :-) https://substack.com/home/post/p-153672297?source=queue

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An on chain dispute resolution mechanism where the oracle is an AI agent. Stupid or smart?

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Hey, @j4ck.eth @jrrtoken.eth @julien51.eth I would like to meet exceptional people on /icebreaker. Can you endorse me on Icebreaker so I can start making connections? 🙏

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Done is better than perfect. That's one I really struggle with. Even though it's very very very true.

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$ROST reports today after the close. After Target and TJ Maxx great results the expectations are high. Doesn’t matter though. This company is a long term boring compounder in the best way. Hold and don’t sweat it.

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CEO of $TOST addressing this very eloquently on 20VC. Excellent episode

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Just ask: can it be done faster?

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I bought Palo Alto Networks in February this year. Thoughts on the quarter and future prospects of $PANW. https://open.substack.com/pub/thereservist/p/palo-alto-networks-assessing-future?r=h9u3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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Why is common sense sooooooooo uncommon?!

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Focus on the one thing that matters.

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I’ve been away. What have I missed?

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Nike down big Starbucks down big Chegg down huge At what point do any of these get interesting…?

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New FC playground? Where do I sign? I got my Moxie Pass! Mint yours to be eligible for upcoming airdrops, grants, Fan Tokens and more! cc @betashop.eth @airstack.eth

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The fact that this is soooo true doesn't make it any easier to do on a daily basis.

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$INVZ is a contrarian bet that I think can make a 2-4x over the next 12 months. High risk and definitely not for the faint of heart. Will write up a long thesis at some point. Do you have contrarian long bets that have outsized risk rewards?

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EthCC fomo is real.

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Dude. You can't hit the sun with a pistol. You need at least a gun 3 times bigger.

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