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So straight shorting debt play, you would need that level of resolution. If you are looking to fund disruptive startups to leverage a structural pricing disadva
by motohagiography 9y ago
So straight shorting debt play, you would need that level of resolution. If you are looking to fund disruptive startups to leverage a structural pricing disadvantage that results from incumbents costing model, which has exposure to multiplying interest rates and flat revenues, the quality of the debt doesn't so much matter.
I'm imagining things like, "3d print me a small refinery," or "blimp-drop me a sawmill in shipping containers," or "rent me a seed mill on a flatbed," "build me a foldable certified meat processing plant," or "create a new tractor platform with an open multi-tool interface." etc.