LBHuston

Combining “fast bets” (high EV density) with “venture options” (lower density but optional upside).

Read more 👉 https://lttr.ai/Ap2BW

#investing #methodology #frameworks

Investing in Ambiguity: A Portfolio Framework from AGI to Climate Hardware

Modern deeptech investing often feels like groping in the dark. You’re not simply picking winners — you’re modeling futures, coping with extreme nonlinearity, and forcing structure on chaos. The re…

Not Quite Random
Apr 6 at 8:39pmMissinglettr-mastodon_social