The Pace of FOMO Cycles
Sharing a recent podcast appearance
This is a weekly newsletter about the art and science of building and investing in tech companies. To receive Investing 101 in your inbox each week, subscribe here:
Apologies for the delayed send out. After almost 2 years, a busy work week, a robot battle in Las Vegas, and a family reunion in southern Utah has pushed me as close as I’ve come to missing a week.
In lieu of a full rundown, I wanted to share this podcast appearance I did that published this week. After doing almost a dozen podcasts, this was one of my very favorites because of the breadth of the discussion.
Here’s a link to the full video:
https://x.com/sp1ns1r/status/1709655636399812915?s=46&t=o_VXCnqx93PtfDFcrUrKDA
Also including the show notes laying out some of the stuff we talked about. Enjoy!
listen here:
🟢 spoti.fi/3Q2xVaz
🍎 apple.co/3RLEhNF
🌎 bit.ly/46gOl5Y
timestamps:
(00:46) Acceleration of FOMO and hype cycles in investing
(07:04) Being people-centric is contrarian in VC
(11:19) Most barriers have been lowered; networks & relationships are a moat
(14:44) Why don't we have more world-class, capable founders?
(19:49) Talent vortexes & curiosity
(26:55) Triangulating people’s careers & admitting you were wrong
(29:35) Doing what's profitable vs. good for humanity
(34:08) Religion vs. science/technology is a matter of altitude
(37:23) What’s always true in venture, and what won’t be in the future
(45:21) Writing vs investing
(47:05) Writing, reflecting, & changing behavior
(53:52) Crossing out every day on the calendar
(56:24) Only take opportunities that stick around
(01:01:39) Regret minimization
(01:03:18) Kyle’s final question for listeners
Thanks for reading! Subscribe here to receive Investing 101 in your inbox each week: