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Citrini
Thematic Cross-Asset Investor
most of the critical feedback on the robotics piece was that teleoperation wouldn’t play out
past performance not an indication of future returns but…
when i wrote the first AI primer the biggest critical feedback was that AI would not benefit semis broadly beyond nvda, so…

Palmer Luckey18.7. klo 04.01
I finally pulled off my long-standing goal of speaking at a conference via VR telerobotics! Thousands of miles of travel saved, and no chance of Luigi.
33,34K
certainly one of the more successful first months following an in conversation piece we’ve had


Citrini27.6.2025
Shortly after adding $OUST to our robotics basket on May 16th, we had the pleasure of sitting down with CEO Angus Pacala to discuss all things LiDaR and Ouster’s path to profitability.
Since we first went long, OUST has risen a staggering 139%.
35,77K
The things I've done that worked the best were the things l was the least certain about, the stories where I was sure they would either work, or (more likely) be the kinds of embarrassing failures people would gather together and talk about until the end of time. They always had that in common. Now people explain why they were inevitable successes.
While I was doing them,
I HAD NO IDEA.
I STILL DON'T.
…where would be the fun in making something you knew was going to work?
31,99K
probably 3-6 more months of this part of the cycle, long enough for people to feel comfortable in bitcoin not being a macro asset, then some macro event will matter again for it

Citrini11.3.2024
probably going to enter a part of the cycle where Bitcoin dgaf about macro and becomes increasingly unconcerned with the risk on v risk off sentiment as it applies to equities
66,96K
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