My team and I are going to start doing data dumps of intriguing things we’ve found. Here’s the first one. In a month, as a team we generally look at several hundred charts and graphs many times for the purpose of figuring out how we will acquire customers and distribution for a new product or […]
Kumar Thangudu
The title is a phrase I keep repeating to people in tech. I’ll keep updating this list as time passes. The data in support of this is extraordinary. There’s no comeback for California, NY will endure, Texas will have a bit of a bump, but its “tech gem” – “Austin” is run by a very […]
Kumar Thangudu
There is no excerpt because this is a protected post.
Kumar ThanguduI’ve been reading this book lately on the skin’s microbiome. The book itself is pretty amazing, it’s written by Dr.Skotnicki and does a step by step breakdown of the history of skin and hygiene treatment along with the skin’s microbiology and how the interplay between them works. The short version of the book – rethink […]
Kumar Thangudu
I’ve written this piece because I’m often asked about topics on energy and more. I will periodically update this post. I do not believe that mankind should optimize for having the lowest CO2 emissions and am weary of renewables. I think this is a false goal that ignores the true stochastic complexity of pollution in […]
Kumar Thangudu
tldr: California will be a hollowed out version of itself. The writing is on the wall. The single party rule of California and its pension, infrastructure, and healthcare debt most negatively impact upward mobility for the non-licensed blue collar working class. Photo by Landry Gapangwa I have had significant skin in the game on these […]
Kumar Thangudu
Photo by Joshua Oluwagbemiga on Unsplash $FCG — 40% of us natural gas comes from now increasingly bankrupt oil wells in the form of associated gas. The supply impact raises the price of natural gas. $FRO, $DHT, $STNG, $EURN — Crude tankers being utilized as floating storage are the beneficiary of IMO2020 and the latest oilpocalypse in […]
Kumar Thangudu
Photo by Erik Mclean on Unsplash I am dyslexic and colorblind so I meticulously went through deepthroatipo.com’s blog and annotated things in readable format. If you do not read his blog, I recommend reading it here: deepthroatipo.com and following him or her on twitter Deep Throat. @deepthroatipo You can read the original post I’ve tried to reformat here: http://www.deepthroatipo.com/the-cares-act-the-beginning-of-the-end-of-western-democracy/ […]
Kumar Thangudu
I’ve spent time researching developer founders who have made outsized returns. I’ve found that many of the ones making beaucoups of money are signed up for fintech companies that most of the developers I’ve met have never even heard of. Developers who know how these technologies work and have used them before have a higher […]
Kumar Thangudu
Photo by Ant Rozetsky on Unsplash I‘m a rookie industrial supply shock investor who focuses on publicly traded companies that require STEM competencies, specifically — chemistry, biology , operations research, and materials engineering— whereby the talent pool of relevant talent to assess such companies, their technologies, and markets are smaller. For all practical purposes, this is not […]
Kumar Thangudu
When you leverage risky capital to do non-risky things, I’m not sure how that plays out. I’m probably wrong, but I’m keeping a running list of banking startups I’m tracking here. I’ll keep updating this list. Venture capitalists in Silicon Valley continue to back SynapseFI abstractions with pretty front ends, data science, strong teams, and compliance […]
Kumar Thangudu
Photo by Daniil Silantev on Unsplash TLDR: Mankind needs a ton of nitrogen, which requires a lot of fossil fuels, and the depletion of soil is 1000x scarier than “global warming.” Our population is closing in on 8 Billion people because of mankind’s ability to produce nitrogen fertilizer. The Human Nitrogen Relationship Humans need Protein. Proteins are […]
Kumar Thangudu