Russ Wilcox
@russwilcox.bsky.social
Startups, software, deeptech, biotech. CEO Trellis Air. Venture Partner at Pillar VC. Founded E Ink.
What McDonalds reported this quarter is the classic K-shape... orders from wealthy customers are strong, orders from poor customers are falling. Curious if that's how DoorDash sees it.
November 12, 2025 at 3:38 AM
What McDonalds reported this quarter is the classic K-shape... orders from wealthy customers are strong, orders from poor customers are falling. Curious if that's how DoorDash sees it.
Pretty good chart but a bit unrealistic that wind and solar are shown at 100% efficiency. Only true with zero transmission distance, no voltage conversion loss, and no need for batteries.
November 12, 2025 at 3:21 AM
Pretty good chart but a bit unrealistic that wind and solar are shown at 100% efficiency. Only true with zero transmission distance, no voltage conversion loss, and no need for batteries.
Inflation also causes stock prices to rise!
You can see this because if you reprice the market in Euros and subtract out the AI bubble, the rest has been flat to down in 2025
You can see this because if you reprice the market in Euros and subtract out the AI bubble, the rest has been flat to down in 2025
November 7, 2025 at 11:45 AM
Inflation also causes stock prices to rise!
You can see this because if you reprice the market in Euros and subtract out the AI bubble, the rest has been flat to down in 2025
You can see this because if you reprice the market in Euros and subtract out the AI bubble, the rest has been flat to down in 2025
1-3 per 1000 is not a small number. How can we do better?
October 31, 2025 at 5:23 PM
1-3 per 1000 is not a small number. How can we do better?
Wow that's a bad way to end a night
October 30, 2025 at 2:56 AM
Wow that's a bad way to end a night
All the other countries show off their crown jewels in a museum, now we can too
October 29, 2025 at 12:01 PM
All the other countries show off their crown jewels in a museum, now we can too
Tried but put off by the paywall
October 27, 2025 at 10:07 PM
Tried but put off by the paywall
Perhaps you can move it to an IRA and gain more control?
October 27, 2025 at 12:57 PM
Perhaps you can move it to an IRA and gain more control?