This week’s WC lays out a stark fork in America’s future—slow drift versus AI-driven abundance—and argues your portfolio is built for neither, making the case for a barbell strategy that loads resilient cash-flow assets on one end and asymmetric scarcity bets on the other, so you’re positioned to win no matter which reality arrives.
This week’s WC maps the CapEx Supercycle reshaping America’s near future, breaks down the fork between a slow, grinding “Forever Drift” and an AI-driven “Abundance Paradox,” and shows how each path reshuffles wealth, work, and opportunity.
This week’s Alts Community spotlights fast-moving deals like preferred equity and the perk-packed Tequila III raise, dives into sharp member debates spanning stablecoins, comics, and cars.
This week’s WC kicks off the end of the year for us, and that means a three-part series:
Today: Where America’s at and how it got here
Dec 10: Where America’s going: Brazilification vs The Abundance Paradox (Altea members get a sneak peek)
Dec 17: Where to put your money
(Dec 24-31: Leave me alone, I’m tired)
This week’s roundup spotlights a crowded Tequila III raise with strong perks, unpacks sharp community takes on Sonder’s collapse and the quiet implosion of prompt engineering, and highlights new perks and affiliate opportunities that turn Altea’s growing network into real deal flow—kept lively with candid debates, insider scoops, and standout members.
This week’s WC tracks the quiet fade of prompt engineering as models and users level up, weighs whether the AI “bubble” panic holds up against real-time checklists, and digs into why sharp storytelling still decides who wins in film, alternatives, and tech—complete with charts, curiosities, and clever breakdowns.
This week in Alts: Tequila III is filling fast, with premium investor perks at the distillery for larger checks, while our TWICE music royalties deal enters its final week for those seeking uncorrelated income. We’ve got film JV updates coming soon, a private after-hours dinosaur + natural history tour in NYC, and a new global STR opportunity with Sonno Homes targeting high-demand hubs like Medellín.
Today, we double down on a proven winner. Tequila II, our stake in the Herencia de Agaves distillery in Mexico, was immediately validated when the team won double gold for best tequila and best blanco this summer.
It’s the four-man hype machine behind the All-In Podcast, where venture capital meets uninterrupted monologues about how smart they are. Think of it like Silicon Valley’s answer to a boy band, if the music was just talking over each other about how regulations are bad and you’re stupid for not buying Bitcoin in 2015.
The IMF just dropped its annual Global Financial Stability Report, which does a good job identifying systemic risks. (The harder part is knowing when a risk will boil over).
In film, ROI isn’t “profit.” It’s simply worldwide box office divided by production budget. The problem is everything that sits between revenue and cash: marketing (tens of millions) and exhibitor splits (cinemas keep a big chunk).
Aziz Sundjeri’s latest real estate tool visualizes undervalued neighborhoods across the US, Lucas is exploring how DIY investors think about diversification in private equity (like Republic’s Witz Ventures SPV, and asks how many deals it takes to achieve solid returns.