375ai
What if advertising measurement came from verified physical presence instead of modelled estimates?
What if advertising measurement came from verified physical presence instead of modelled estimates?
AI Agents Investment Appraisal
The rate you can earn on an account over a year and it includes compound gains.
Where are we in the cycle—and what does that mean for asset performance?
How should capital be put to best use?
Understanding value creation is crucial for assessing the potential and sustainability of projects.
What hardware can you buy today that earns while it works?
DePIN Investment Appraisal
Which physical infrastructure networks will capture the most value from the data they transmit?
What to measure. Traditional metrics vs agency-era metrics.
Fundamental investing checklist
geodnet
Investing is long-term decision making — the foundational capability nobody teaches but everyone needs.
Can a team of specialized AI agents outperform a solo human investor?
What financial instruments tell you whether the factory is compounding or burning?
Diagrams | Matrices
Building The Connected World
What if the thing stopping you from seeing the answer is everything you already know?
Analysis | Diagrams | Innovators
Diagrams | Matrices | Thinkers
Test predictions with real stakes
Keep learning, stay flexible, and always be ready to adapt as new data comes in.
What can you adopt from Ray Dalio's principles to make better decisions?
Crypto | Mind Map
What would guarantee failure — and are you accidentally doing it?
The chance that your investment outcome will be a substantial loss of potential energy.
Founder of Xero. Now focused on rebuilding New Zealand's infrastructure and tech ecosystem using the same playbook that scaled a Wellington startup into a multi-billion-dollar global SaaS company.
The future already exists, we just don't know how to sell it.
TAM calculation is not just for investors—it should inform product roadmap decisions and go-to-market strategies while providing realistic growth projections.