Scarce Assets - Not Boring by Packy McCormick
notboring.co · curated by @knownquantity
Longform essay exploring scarcity of high-quality investable assets, macro trends, and implications for venture and public markets.
The best of AUX
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Longform essay exploring scarcity of high-quality investable assets, macro trends, and implications for venture and public markets.
sec.gov · curated by @mike
SpaceX S-1 registration statement filed with the U.S. Securities and Exchange Commission (company IPO/filing document).
revswap.ai · curated by @knownquantity
A marketplace that lets startups swap future revenue and recognize it as ARR, facilitating rapid Series A fundraising.
mhdempsey.substack.com · curated by @ywc
Substack essay arguing that VC-backed startups are perceived as low-status and exploring cultural and economic reasons behind that view.
ornn.com · curated by @knownquantity
Ornn — a company offering financial products (e.g., billing, credit, payments) tailored for AI infrastructure teams and cloud compute usage.