Helium
also referred to as: helium network
includes Helium Network Token
3 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jul 22, 2022 by Kyle Samani · said 16 times in 2 episodes since 2022 · across every show →
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brought up most by Kyle Samani (15), Harry Stebbings (1)
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2024 5 mentions in 1 episode
Everything said about Helium, oldest first
Jul 22, 2022 positive
Samani: Helium cuts 99% of traditional wireless telecom costs
“And the goal of this model is, or what's great about this model is you physically remove 99% of the cost from the system. So labor cost goes to zero. Land cost goes to zero. Backhaul cost goes to zero. You just physically remove like all of the costs.”
Jul 22, 2022 bullish
Samani: Token incentives bootstrap physical networks by aligning risk and upside
“This is, I think like the textbook example of using token incentives to bootstrapping network. Where you actually are both able to assign risk and reward and couple those things in, in a real meaningful way. And in which the participants of the network, in thi…”
Jul 22, 2022 negative
Samani: Sector-based portfolio targets in venture capital are value-destructive
“I think it's extremely value destructive to do so because you can't know ahead of time what you, like, we could not forecast helium. It would not, if we had any constraints on what is in strike zone or not, then helium would have been out of strike zone.”