Will Manidis(@WillManidis):a very smart friend of mine inside the intelligence trade has a great riff on this: you can always tell what is scarce in the moment based on who is putting dollars, rather than equity, in their pocket. many more in-hand dollars to the capital as such, rather than to the labs

2026.09.17 16:52

a very smart friend of mine inside the intelligence trade has a great riff on this: you can always tell what is scarce in the moment based on who is putting dollars, rather than equity, in their pocket. many more in-hand dollars to the capital as such, rather than to the labs

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