Skippy & Doogles Weekly: Can Success Kill a Startup? Plus, YC’s Insane Returns & AI’s Internet Takeover
🔥 Market Take of the Week
Investing in the future? Better ask what happens if your bet actually wins. Some business models aren’t built for success—and Circle’s stablecoin empire might be one of them.
🎙 This Week’s Podcast — Episode 233: “Venture Returns Unpacked, AI’s Internet Disruption, And The Dangerous Success of Stablecoins” (Listen: Apple, Spotify)
A stablecoin thought experiment: What if Circle becomes too successful?
Cloudflare CEO drops alarming AI stats: Are we witnessing the death of internet traffic?
Y Combinator vs. Collab Fund: What 6,000x returns say about timing, power laws, and patience.
Plus: Amazon nostalgia and Skippy praises central banks (?!)
📊 Investing Insight of the Week
Venture capital returns follow a power law: a few startups make the fund. But the YC data proves the compounding magic—Airbnb alone turned a seed bet into a 6,000x return. Still think you can time exits?
🚀 Round the Horn
Record high foreign ownership of US equities
Katie Haun continues her stablecoin evangelism
🎯 Get Involved
Got thoughts? Email us at skippydoogles@gmail.com 📧
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