Around the Bend

June 12, 2022

The Asteroids Galaxy Tour - Around The Bend (2009)

Note: This issue marks a successful migration from Revue (Twitter) to Substack.

Getting Informed

First, you might recall my shot and chaser format from prior issues. Essentially, I call back to a prior reference in an issue with a current link to how the prediction or topic turned out in the market.

Shot: Cheap as Chips (December 2021)

One of my predictions was our pandemic related so-called “chip crisis” would ultimately lead to a future state of increased supply of drastically lower price chips in far more devices and use cases. So, as of last week, the future is already starting to look closer than I imagined.

(https://sunday.fudge.org/issues/fudge-sunday-cheap-as-chips-in-2022-946008?utm_campaign=Start the week more informed&utm_medium=email&utm_source=Revue newsletter)

Chaser: Chip Crisis Easing (June 2022)

The global semiconductor shortage that’s bogged down the auto industry for almost two years is showing signs of easing, at least for now.

(https://www.bloomberg.com/news/articles/2022-06-04/carmakers-feel-chip-crisis-easing-as-global-growth-slows?utm_campaign=Start the week more informed&utm_medium=email&utm_source=Revue newsletter)

Shot: @jaycuthrell on web5 (Nov 2021)

There’s always a tweet… (or, an archived one in this case)

Web 0: first-tinker advantage
Web 1: first-commerce advantage
Web 2: first-marketer advantage
Web 3: first-feudal barrons advantage <– we are hereWeb 4: first-geopolitical domination advantage
Web 5: first-idealogical unification advantage

BTW… I linked to this: https://t.co/aVGPXlaazP 🧐

Chaser: @jack on web5 (June 2022)

jack @jackthis will likely be our most important contribution to the internet. proud of the team. #web5

(RIP web3 VCs 🤫)

Recommended Reads

If you have ever been exposed to VMware… this worth listening to.