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chammy
2 Followers
3 Following
Finance, Life, Philosophy
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@chammy
0
about 11 hours ago
RE: LeoThread 2026-04-05 00-25
The industry's information asymmetry has been eliminated by AI Most funds will become algorithmic within 24 months Only firms that can actually build companies, not just write…
@chammy
0
about 11 hours ago
RE: LeoThread 2026-04-05 00-25
• portfolio monitoring with real-time metrics • pattern matching across 10,000x more deals What is being paid for when an agent can analyze every startup in a sector in three minutes?
@chammy
0
about 11 hours ago
RE: LeoThread 2026-04-05 00-25
A venture capital bloodbath is coming and most investors are unaware Agents will replace about 90% of what associates and principals currently do: • deal sourcing via network…
@chammy
0
about 11 hours ago
RE: LeoThread 2026-04-05 00-25
Once that is resolved, CaaS becomes the logical approach
@chammy
0
about 11 hours ago
RE: LeoThread 2026-04-05 00-25
More than 50 companies were funded; the portfolio returned over 2x DPI and delivered a mid‑teens IRR. The main problem was the operational burden and cost of creating and…
@chammy
0
about 11 hours ago
RE: LeoThread 2026-04-05 00-25
In the mid 2010s an experiment called Capital as a Service (CaaS) processed company data through a set of rules to produce automated investment decisions.
@chammy
0
5 days ago
RE: LeoThread 2026-03-31 23-41
An ultra‑millionaire tax could raise over $6 trillion across the next decade without increasing taxes for 99.85% of households That revenue could fund universal child care, free…
@chammy
0
5 days ago
RE: LeoThread 2026-03-31 23-41
Until closed-loop accountability and independent auditing exist for government programs, even supporters should admit this is mostly theater—pouring good money into bad fixes…
@chammy
0
5 days ago
RE: LeoThread 2026-03-31 23-41
In practice this can win support from people grifting from the leaky bucket or from idealists who want to tithe, yet still fail to address underlying problems
@chammy
0
5 days ago
RE: LeoThread 2026-03-31 23-41
The choice of "could pay for" rather than "will pay for" is crucial to grasp Those programs are worthwhile, but there is no guarantee tax revenues can be routed directly to…
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