Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: hellerhs.com/subscribe

Miami, FL
Joined May 2009
The two most compelling parts of Roblox's investor day this week touched on the massive opportunity for brands and ads. New post on $RBLX: hellerhs.com/post/roblox-the…
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Jules Verne’s Albatross, imagined in 1886
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Would it be possible eventually to have a Lilium/Joby/Archer autonomous wing that latches onto a Tesla and takes you to your destination?
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“The extent to which a technology doesn’t live up to its Jetsons-era expectation is strongly correlated with its energy intensity.” To become a wealthier society, we need to (at least) 10x our energy production.
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The airliner cruise speed trend line would put us at 10,000 mph today, but instead we are flying slightly more slowly than in the 1960s.
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"In 1960, the average worker's yearly health insurance cost 10 days' salary; today, it costs 60 days' worth." Where's the progress?
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With open source software, you only solve a problem once. Thereafter, your solution can be reused infinitely, for free, by anyone in the world. Why don't we have open source infrastructure?
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One reason it costs so much for us to build infrastructure is that we have to reinvent the wheel every time. Why isn't the answer to, "should I use this CCTV wiring or that one?" up on GitHub?
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Marcelo P. Lima retweeted
My life strategy: + Have a clear vision and objectives. + Develop strong feedback systems to self-correct. + Run as many radical experiments as possible. Outlier ideas are more likely to yield outlier outcomes. + Have no fear. Society’s change antibodies attack outlier ideas.
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Marcelo P. Lima retweeted
This open letter on math education in the US urges @CADeptEd to reject the latest draft California Math Framework (CMF) which eliminates 8th grade Algebra I. It has over 150 signatories, including Fields Medalists, Turing Award winners, & Nobel laureates: scottaaronson.blog/?p=6146
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I use DocuSign and they recently broke a simple feature that used to work (forwarding an envelope and tacking on another signature). Tech support is aware; no fix. I wonder how bad the product is at more complex workflows. It seems really clunky.
Typically reading through Glassdoor is a poor use of time (at least for me), but occasionally you come across something more specific / quantitative that can lead to a pretty exciting trade / earnings play and make it all worth it…
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Lol. Rather than using something like ZenDesk, they send emails you can’t reply to (and no, they have not tried to get in touch to solve this problem). Time to ditch @docusign.
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Why don’t we have a GDP per capita of $1,000,000? And why stop there?
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For the hardest of hard tech, would it make sense for venture capital to buy land in the middle of nowhere (or an island), obtain sovereignty, and fund companies without the barrier of regulatory burden?
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We could make progress on things like next gen nuclear fission and fusion and prove the concept, then import the finished product to the US.
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Could skip a lot of intermediary time-consuming and expensive steps. Would achieve permissionless innovation in the world of atoms.
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And if this concept works, why not set apart a piece of land, say, in Texas, and declare it exempt from most regulations as a “Free Creation Zone” to fast-track potentially world-changing technologies?
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It's funny to look back at the last "SaaSmageddon" from late 2018, when the market "decided" to sell fast-growing tech stocks and pile into slow-growing "consumer staples" stocks. The Fed Funds rate was on the uptrend at 2.3%. Today we have "taper" but at 0.08%:
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Marcelo P. Lima retweeted
Look how much progress Miami has made in becoming a major tech hub in only one year. This is what’s possible when visionary political leadership supports entrepreneurs instead of working against them. Well done and congrats @FrancisSuarez @MiamiMayor.
How can I help? 😂🚀
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