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Investing in Flow

a16z.com

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Re: Investing in Flow

#53
post #45
post #13

I used to have a high opinion of venture capital, seeing them as tech visionaries and folks with access to deep pockets that fund the best technology that is truly changing the world. Maybe something has changed, but now all I see are just financial hustlers, working markets, trying to capture or corner spaces with "unicorns", looking for M&A activity that might have already been pre-negotiated looking for something…

> While the top VC players may have earned the respect by themselves being visionary entrepreneurs (once, decades ago in many cases), the rest of the VC market is filled with also-ran investors who have never been practicing entrepreneurs, following markets like lemmings and looking for a relatively quick buck while not even understanding the markets they invest in. When I hear someone is an investor, especially if t…

Becoming a villain is a choice. There are plenty of counterexamples in our industry, folks who succeeded in tech and/or finance and didn't go on to make investments in fraudsters and whole industries of fraud.

Re: Investing in Flow

#54

It's notable that there are no references in this article. We actually have a 9 month supply of new housing now (which is a lot, that's up from a low of just a few months). Population growth in the US continues to go ever lower (but isn't going negative). Here is a nice data-driven video overview of this current economic situation and also about how this likely indicates a worsening recession ahead: https://www.youtu…

Of course there are no references. The whole pitch is about vibes. Fun to see investor storytime being regurgitated by the investors in question with even fewer details than they probably got from Adam.

Something like localized analysis of housing probably doesn't "scale" enough for a VC firm like a16z.

Re: Investing in Flow

#55

I'll be curious to see what they come up with I guess this is where wework was headed before he got forced out I put together a simple site to try to develop the solution to at least one of the problems of apartment living -- loneliness https://myapartmentfamily.com/

you might want to read the room here before promoting your adjacent idea.

Re: Investing in Flow

#56

Earlier quoted context omitted.

That actually sounds pretty cool! If that's _not_ what Flow is, I hope somebody does roll with that idea.

Already exists all over the world, just Google “co-living”!

I think the one in US are just furnished rooms with some amenities like cleaning. These seem to be aimed at young people I am looking for ones where all age groups live together. People with kids, young ppl , grandparents ect.

Re: Investing in Flow

#57
> In a world where limited access to home ownership continues to be a driving force behind inequality and anxiety, giving renters a sense of security, community, and genuine ownership has transformative power for our society.

To paraphrase, "we will continue hurling investment money into residential real estate to create a permanent serfdom of renters."

Re: Investing in Flow

#58
post #20

> revolutionized the second largest asset class in the world — commercial real estate — by bringing community and brand to an industry in which neither existed before This sounds very disingenuous. Starbucks was arguably the first 'community brand' where people would associate one with an informal meeting place rather than to drink a coffee. Even in Silicon Valley, there are cafe chains renowned for this meeting vibe…

Country clubs are a new thing? I'm legitimately curious -- I thought country clubs were a thing of the past. Are they having some kind of comeback?

Re: Investing in Flow

#59

I'll be curious to see what they come up with I guess this is where wework was headed before he got forced out I put together a simple site to try to develop the solution to at least one of the problems of apartment living -- loneliness https://myapartmentfamily.com/

Hey, seems like a cool idea! I've always lived in apartments and wished there was an easier way to meet people than relying on bumping into them in the hallways. Have you built anything yet? By the way, I noticed a typo -- "aprtment."

Re: Investing in Flow

#60

I'll be curious to see what they come up with I guess this is where wework was headed before he got forced out I put together a simple site to try to develop the solution to at least one of the problems of apartment living -- loneliness https://myapartmentfamily.com/

you might want to read the room here before promoting your adjacent idea.

Neumann and a16z suck, but that shouldn't stop us from discussing relevant ideas here.
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