The Pace of FOMO Cycles

Apologies for the delayed send out. After almost 2 years, a busy work week, a robot battle in Las Vegas, and a family reunion in southern Utah has pushed me as close as I’ve come to missing a week.

In lieu of a full rundown, I wanted to share this podcast appearance I did that published this week. After doing almost a dozen podcasts, this was one of my very favorites because of the breadth of the discussion.

Here’s a link to the full video:

https://x.com/sp1ns1r/status/1709655636399812915?s=46&t=o_VXCnqx93PtfDFcrUrKDA

Also including the show notes laying out some of the stuff we talked about. Enjoy!

listen here:

🟢 spoti.fi/3Q2xVaz

🍎 apple.co/3RLEhNF

🌎 bit.ly/46gOl5Y

timestamps:

(00:46) Acceleration of FOMO and hype cycles in investing

(07:04) Being people-centric is contrarian in VC

(11:19) Most barriers have been lowered; networks & relationships are a moat

(14:44) Why don’t we have more world-class, capable founders?

(19:49) Talent vortexes & curiosity

(26:55) Triangulating people’s careers & admitting you were wrong

(29:35) Doing what’s profitable vs. good for humanity

(34:08) Religion vs. science/technology is a matter of altitude

(37:23) What’s always true in venture, and what won’t be in the future

(45:21) Writing vs investing

(47:05) Writing, reflecting, & changing behavior

(53:52) Crossing out every day on the calendar

(56:24) Only take opportunities that stick around

(01:01:39) Regret minimization

(01:03:18) Kyle’s final question for listeners