Technical, Macro, and Marketing Musings
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
Photo by AC Almelor on Unsplash Germany is about to get Rekt. Germany:2010 — $0.27/kwH2019 — $0.34/kwH In the USA:2010 — $0.0983/kwH2019 ~ $0.1000/kwH This moment marks the end of the growth of industrialization in Germany. Repeat after me:It’s an uphill battle to build a civilization on less than 3 MWh/capita annum.It’s a struggle to build industrialized […]
Kumar Thangudu
Photo by Robert Nyman on Unsplash tldr: China’s going to get beaten in this trade war with Trump and they will likely open up their borders for trade and I’m excited about it. Being a US industrialists will be a wealthier position to be in than services. We will get back to making things and it’s about damn […]
Kumar Thangudu
On twitter, I’ve discussed the notion of how real time banking APIs will change everything. The existing banking system makes operating a business a living hell for consultants. No real time APIs. No easy way to add accountants for some of them. No % wise split based routing of income. I’m looking forward to watching @trycrux crush, […]
Kumar Thangudu
I tend to meet a lot of white people who chalk up the misfortune of black people to personal responsibility, especially in the South. I also meet some successful black people who do the same. I don’t always agree with them and tend to believe there’s more to the situation. I don’t meet a lot […]
Kumar Thangudu
Dumb civilized westerners think the 3rd world needs plastic solutions, no the answer is we need viable baseload electricity sources — — Nuclear. This is a useful exercise in information for anyone who hasn’t studied civilizations, energy grids, chemistry, physics, and geology. I spend lot of time in Silicon Valley reminding pissant web developers, […]
Kumar Thangudu
Note: AML stands for anti-money laundering and in the world of cryptocurrency equates to governments tracking source of funds for sketchy behavior by analyzing the web of transactions, wallets, and transaction ids and cross-referencing it with wallet addresses they’ve seen on the dark web.KYC stands for Know Your Customer and essentially means any time a […]
Kumar ThanguduRead the latest blog post on marketing, the macro, and tech.
