Helium

also referred to as: helium inc.

includes Helium Network Token

4 statements across 2 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Nov 18, 2021 by Tushar Jain · said 24 times in 3 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Michael Liddy (15), Regan Bozman (7), Kyle Samani (1), Ben Forman (1)

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Everything said about Helium, oldest first

Nov 18, 2021 positive
Assertion Contradicted
Jain: Nestle and Lime use the Helium network for tracking
“Now there are a number of high profile customers that use a helium network, such as Nestle is using the network in order to track vending machine inventory. Lime uses a network to track location of scooters.”
Tushar Jain Nov 18, 2021 ▶ 1:00:59 Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
Nov 18, 2021
Disclosure
Samani: Multicoin underwrote its Helium investment assuming the corporate entity disappears
“We underwrote the investment assuming that Helium Inc. Goes away. Not to say that they will, but the entire system is open source. The hardware, the software, the antennas, the specs for integrating the SDK into Third-party hardware, the blockchain, everything…”
Kyle Samani Nov 18, 2021 ▶ 1:02:46 Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
Nov 18, 2021 bullish
Prediction Didn’t hold up
Jain: Helium will have more access points than any telecom by 2022
“We are expecting The Helium network to really be the biggest wireless network in the world by the end of next year, have more access points than any other centralized telecom provider by the end of next year, and have potentially even more users.”
Tushar Jain Nov 18, 2021 ▶ 1:02:17 Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
Jul 7, 2022 bullish
Prediction Not checkable as stated
Bozman: Failed Web2 marketplace models will succeed using programmable equity tokens
“This is kind of the first time a marketplace has been able to use equity. In this case, it's programmable equity. It's a token to incentivize supply side growth. And so I think there's a lot of marketplaces that haven't worked in a traditional paradigm that wi…”
Regan Bozman Jul 7, 2022 ▶ 24:18 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
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