"Age of Miracles"

The dialogue around web3 has turned into a full-fledged debate and the focus has shifted to winning instead of the truth.  I actually debated in high school and college, and started a Debate Club in NYC. I think the web3 debate is silly, and that the right answer is always in the middle, but after Prof G dropped his rebuttal against web3 for the Opposition, I had no choice but to jump in for the Proposition. You can read the full post at Not Boring. Thanks to our Presenting Sponsor, Masterworks.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Oscar IPO’d on March 3rd at $39 per share and started trading at $36 per share, good for a market cap just north of $7 billion. Since then, it’s down nearly 77%, its market cap hovering around $1.5 billion. As The Abstract Investor summarized, the challenge, and opportunity, is that: Many tech analysts aren't paying attention to insurance, while insurance analysts won't quite know how to look at a highly tech-stacked insurance company. That presents a potential opportunity for those that can figure out the murky puzzle. In this episode, we try to put together that murky puzzle by understanding the two businesses that Oscar is building -- a tech-enabled insurance business and an insurance-enabled tech business -- and how they might combine to create the kind of scale needed to compete in health insurance. You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Not Boring Capital is launching a $30M Fund II.  In this episode, we go behind the scenes of raising and running a small venture fund, share the most recent LP update, and talk about the value of pushing out the weirdness and risk curve.  This podcast is brought to you by our Q1 Presenting Sponsor... Masterworks. If you want to join me on the platform and get priority access – click this Not Boring link. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

2022 is the year that web3 starts making a meaningful impact on atoms-based challenges like healthcare and climate. Web3 is a global, real-money economic and social simulation, a digital laboratory for complex problems. We dive into Allen Iverson, complexity economics, and non-fungible olive gardens to understand why, and what that means.  This episode is presented by Masterworks. If you want to join me in investing in art and get priority access – click this Not Boring link * *See important disclosures and offering circular --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Medici, Not Boring Capital's first anon founder and Not Boring Founders' first anon guest, is the founder of Abacus, a decentralized NFT appraisal protocol. Launched in late November, Abacus has already been used to appraise millions of dollars worth of NFTs, including multiple Bored Apes, an XCOPY, and a Parallel. In this conversation, we discuss:  - Why go anonymous as a web3 founder?  - How Medici got into web3 and launched a protocol in under a year.  - The Abacus appraisal process. - On-chain appraisal as a job.  - What will NFTs represent in the future?  You don't want to miss this one.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Brandon Arvanaghi is the CEO of Meow, which lets corporate treasuries play offense with their balance sheets by offering potential 4% yields via crypto lending. We discuss:  The importance of building compliance-first. Building a crypto-native financial institution.  How it's possible to get such high yields with crypto.  Building in-house versus plugging into existing DeFi protocols.  How and why such a serious company picked the name Meow.  I couldn't be more excited to have invested in Meow, and I think you'll understand why after listening.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

I only have one prediction to make for the next year: If you thought that 2021 was wild, 2022 will make it look normal. The best is still yet to come. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Web3 is a vortex for talent, money, culture, and brainspace. I’ve been trying to figure out why, and explain it in the simplest terms. I think I have it, my tailwit explanation: Web3 pushes out the Pareto Funtier. The Pareto Funtier is the set of options at which you can’t have more fun without making less money or can’t make more money without having less fun. Web3 pushes it out by baking money into fun things and fun into money things. We'll cover examples in play-to-earn gaming, NFTs, and DAOs. Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Regy Perlera is building the future of retail with Seasons, an access-oriented rent-to-own platform for men.  What most impresses me about Regy is that Seasons, which is very much designed for a world in which people go out, came out of COVID even stronger, and with a broader vision, than when the company started. We'll cover that story, along with:   - Lessons learned from Rent the Runway   - How to stay ahead of the fashion curve  - Whether and how Seasons is thinking about web3  - Regy's #1 piece of advice for founders  I think this is going to be a public company one day, and Regy is a world-class founder with experience at Nike and StockX. You don't want to miss this.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Chris Dixon tweeted that "Composability is to software as compounding interest is to finance." Money builds on money; software builds on software; the results are exponential.  While it's harder to measure or intuit, the same is true for ideas. Each new idea is an idea lego.  Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message