Will Quist

@wquist

Partner @slow. I underwrite reasonably unreasonable futures, find where the value will concentrate, and help build the companies that capture it.

The Bay

slow.co

Joined May 2009

1,144 Following

8,189 Followers

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Will Quist
@wquist
Nov 2
Short term, the market is a voting machine. Long term, it’s a weighing machine. We believe in betting on companies that can win The Weigh-in. But we need to respect The Vote - and understand how much winning it can change what a company gets the chance to build. A few thoughts
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Will Quist
@wquist
Nov 2
“Companies have $40-60 billion market caps and they're paying 16-18% for their debt, one of those things is wrong.” I wonder which one history would say is wrong...
UnstructuredCap
@UnstructuredCap
Nov 2
Apollo’s CEO Mark Rowan: “Companies have $40-60 billion market caps and they're paying 16-18% for their debt, one of those things is wrong.” “I think we have yet to focus on it in energy but we have certainly seen it in chips and ai and data. There's only two sources of debt
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Will Quist
@wquist
Nov 2
"Proving the business works and making it financeable are increasingly separate milestones. At seed, we need to underwrite both." one of the more talked about topics during our AGM...
Will Quist
@wquist
Nov 2
Short term, the market is a voting machine. Long term, it’s a weighing machine. We believe in betting on companies that can win The Weigh-in. But we need to respect The Vote - and understand how much winning it can change what a company gets the chance to build. A few thoughts
2
Will Quist
@wquist
Nov 2
Best take yet on this whole Shaun Magritte / SpaceX thing
Michael Dempsey
@mhdempsey
Nov 2
In light of everyone destroying the maybe optimistic SpaceX model that Shaun put out, i point you to the final section of my last piece on investing and love. There is some talking past each other when it comes to what does or doesn't matter in investing and the perpetual
1
Will Quist
@wquist
Oct 31
Can't wait to hear why this is actually bullish.
Polymarket
@Polymarket
Oct 30
JUST IN: Blackstone warns investors that Anthropic is likely to receive a high junk credit rating following its IPO.
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Will Quist

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