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Love The Waterboys and today discovered these two tracks via The Rockenteurs in a conversation with Mike Scott.

🔗🎵 Hopper’s On Top (Genius) by The Waterboys

🔗🎵 Andy (A Guy Like You) by The Waterboys

If these two are any example of the other 23 tracks - it is going to ROCK.

I keep coming back to this visual .. because the other one makes me feel sick.

📼🔗 https://youtu.be/HykF5KX4STA

🔗 Krasnov - Wikipedia

🔗 This Is Where We Are // Patrick Rhone

Over on LinkedIN .. 🔗 The downfall of Soho House.

Turns out that SH is in the ‘dodo’. Personally not surprised. Never a member - often as a guest back in the day - but more recently as I noticed that ‘everyone was a member’, I felt something was up - but too many other rabbit holes to dive into.

Back in the day it was a wonderful place. Seems to me that it fails for similar reasons that exclusive fine dining restaurants and this ‘boutique wineries’ ultimately fail .. you can’t scale exclusivity.

‘But what about Patek Philippe Watches and Hermes bags’ I hear you cry. ‘Different’ I reply. Product - not service. You can manage the demand. For example - there are Hermes bags for sale that you can’t buy - even if you can afford one.

Anyway - back to Soho. This came to mind.

That’s why it was predictable.

🔗 Simple Advice for Junior Folks in Venture Capital

Don’t Be a Generalist. Do One Thing Really Well for your GP and One Thing Really Well for Founders.

💬 Hunter Walk

I know what he’s trying to say .. and it is ‘simple advice’ that is said a lot - not just VCS.

BUT if everybody does this - without exception - who will;

  • Connect the dots
  • See the ocean
  • Provide the context
  • Understand the big picture
  • Make the leaps

I worry that the continual cry to double down on specialisation is going to mean that we miss a lot. Too much even.

Which Is Why

I thought it was quiet - 🔗 Sill disappeared. It’s back.

🔗 The Braindump Blog reporting that Twitter (sic) is blocking ‘Signal.me’.

Signal has been especially important over these past few weeks as federal employees have reached out to journalists to blow the whistle on what Elon Musk’s DOGE have been doing with access to data within numerous government agencies.
……
An astonishing coincidence I’m sure.

💬 Braindump

First it was Deepseek - and now it’s cars. 🔗 Looks like China are doing it again. … via The Information.

But Stiglitz suggested the only way the president’s policies would positively contribute to that goal was by running the US into the ground. “The inflation from the tariffs is going in the wrong way, and the only thing that is going in the right way for Bessent is his efforts to crater the economy,” he said.

“In supporting Trump’s economic policies, Bessent is helping to get the yield curve down by crashing the US economy – not a good policy, I would say.”

🔗 Trump policies make US ‘scary place to invest’ and risk stagflation, says Stiglitz