Making Markets in Time - by Abraham Thomas - Pivotal
pivotal.substack.com · 4,927 words · saved by 1 readers
Silicon Valley and the Invention of Temporal Arbitrage
Three years ago, I wrote a rather successful essay titled Minsky Moments in Venture Capital. I asked: what could cause the boom in venture to roll over into a bust? My timing was spot on: the essay was published at more or less the exact peak of the startup funding bubble, and many of the bubbly dynamics I identified then proceeded to reverse — hard. One of the themes of that essay was the ‘compression of timelines’ in venture during the boom. Startups were growing faster, rounds were closing faster, funds were being deployed faster. In a footnote, I speculated why time, in particular,…
related reading
- .:: Phrack Magazine ::.phrack.org
- Venture Manager Selection: Capitalising on Arbitrage Windowsjordsnel.substack.com
- lecture5-market-wireframing-design.pdfspark-public.s3.amazonaws.com
- A student's guide to VClindatong.substack.com
- Narrative Shackles - Credistickcredistick.com
- Heat Death: Venture Capital in the 1980s | Reaction Wheelreactionwheel.net
- Go Big or Go Broke – The Middle Ground is Gonelinkedin.com
- Timing Technology: Lessons From The Media Lab · Gwern.netgwern.net
- Aditya Agarwal on X: "The Fast Lane to Mediocrity" / Xx.com
- Stop playing the mark up gamex.com
- .:: Phrack Magazine ::.phrack.org
- Venture Science — The Odin Research Directoryresearch.joinodin.com