Appa Bollera @aiyappa__

Chief Transformation Officer @investwithaqua | Took a stab @ building the investment bank for startups | ex-McKinsey, Praxis NYC Joined August 2021

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Appa Bollera @aiyappa__

9 months ago

Interesting element of the private markets transition + nature of tech today: capital is increasingly specialized, labor is increasingly fungible

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Appa Bollera @aiyappa__

9 months ago

@TenreiroDaniel Critical caveat: non quants

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@justinsliao This is the crux of Triffin dilemma though – do this for long enough, you lose industry, then lose global reserve status Only works w/o peer competitors; DoD driven industrial policy has operated as a structural counter-weight to this in the reserve-currency era

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Appa Bollera @aiyappa__

9 months ago

What's funny is, venture & tech really should be more macro driven, particularly wrt to business models + verticals that become more favorable under different macro conditions The combination of: - Trade instability - Reduced immigration (particularly low-skill) - Aging population - Supply chain onshoring Implies that a few very specific kinds of tech platforms & business models (blue collar / healthcare labor marketplaces + robotics-enabled vertical-service-providers) are primed to rip Venture's thematic cyclicality is a feature not a big, but it's more uncorrelated with macro than it should be Not a coincidence that FF, the only fund that really understands tech macro well, is investing aggressively here (e.g. Varda, Shinkei, Traba, Workrise) x.com/aiyappa__/stat…

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Appa Bollera @aiyappa__

10 months ago

@kokoxsu The actual deep cut you're looking for archive.is/cAJfO

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Appa Bollera @aiyappa__

11 months ago

@CamdenKo We really did bet the farm huh?

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Appa Bollera @aiyappa__

11 months ago

@wquist Race right now to nail the “ratings” equivalent for private markets Standard Metrics / Sacra are both in the game, but there’s still a lot of greenfield for whomever figures out how to replicate a Moody’s / S&P standards-based-moat before SEC figures out how to regulate

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Appa Bollera @aiyappa__

11 months ago

@nicochristie Would love to try this

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Appa Bollera @aiyappa__

11 months ago

@auren Bullish on the tech-enabled rollup model (short-term) as the impetus for the creation of a new asset class (long-term) where M&A platforms are real co's unto themselves Permanent capital vehicles align CapEx incentives + operations improvement better than 10yr fund structures

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Appa Bollera @aiyappa__

11 months ago

@GrantHesser @WillManidis yeah (although harder than it seems)

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Appa Bollera @aiyappa__

11 months ago

@MetacriticCap @Aureliusltd28 Downstream of shift to passive, or are investors just asleep @ the wheel?

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Appa Bollera @aiyappa__

11 months ago

@luke_metro Overpriced by culture war X underpriced by markets Many such cases

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Appa Bollera @aiyappa__

11 months ago

Joe Schumpeter really was right all along

Polling USA @USA_Polling

12 months ago

78% of New Yorkers support Mamdani's rent freeze idea

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Appa Bollera @aiyappa__

11 months ago

@hebbia @FlashDocs You guys should acquire / build a think-cell competitor The main thing professional services employees want for deck creation is structured + formatted outputs for a range of common graphical representations of data

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Appa Bollera @aiyappa__

11 months ago

@atroyn aging population is the only macro thesis that matters right now

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Appa Bollera @aiyappa__

11 months ago

@paulswaney3 @carrynointerest cc @nikhilvnamburi maybe the music really never stops

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Appa Bollera @aiyappa__

11 months ago

If traditional science funding is a supply-push mechanism, what are the demand-pull equivalents to solve more basic-research style problems? Advanced Market Commitments are a step in the right direction, is there anything else?

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Appa Bollera @aiyappa__

12 months ago

Inter-state population in-flows & out-flows are underpriced in an era of secular population aging The "Long Texas" thesis gets stronger & stronger

bernoulli_defect @BernoulliDefect

12 months ago

I have a hunch that the assumption that a white collar career will progress (promotions every few years, management as you get older) is a holdover from the days of triangular population pyramids 1900s-60s and the 60s-2000s sectorial switch from industry to services