“I thought it was remarkable for years how you could sort of hear Curtis's ideas coming out of the mouth of, mouths of the big tech leaders without being named.”
quote is from the automated transcript, cleaned for reading:
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More from Jeremy Giffon
Insight
Giffon: Billionaires are now culturally subservient to the posting class
“And that now I think the billionaire class has become subservient to the posting class.”
Jeremy GiffonJul 7, 2026▶ 26:09Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
Opinion
Giffon: Remote Fridays are a soft launch of the four-day week
“The people, the reason people are so attached to work from home is because they actually have like two or three hours of work to do per day. And so work from home Fridays is like a, is a soft launch of the four hour, four day work week.”
Jeremy GiffonJul 7, 2026▶ 41:53Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
Opinion
Giffon: Insider bridge rounds are shockingly hostile to founders
“Like I've been shocked at sort of how hostile Insider bridge rounds really are. I think this is like an under-discussed part of venture. Just they have like, you know, three ex liquidation preferences or warrants or ratchets or other things.”
Jeremy GiffonJul 7, 2026▶ 3:20Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
PredictionNot checkable as stated
Giffon: All major institutions are becoming timeline-native
“People are still very much underestimating how much policy gets dictated from the timeline, how much venture rounds are done on the timeline, how much businesses are built on the timeline. And I think increasingly everything will just become sort of timeline n…”
Jeremy GiffonJul 7, 2026▶ 11:17Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
Opinion
Giffon: Books Have Been Surpassed by More Compelling Modern Media Formats
“To me, the book thing feels a little bit like a swan song for, you know, a technology that you know, there will still be a place for. But, like, it was the best way we had of delivering information, and now there's new ways, and they're more compelling and mor…”
Jeremy GiffonJul 7, 2026▶ 17:28Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
Insight
Giffon: Timeline sentiment has completely replaced traditional political polling
“The people who do well in politics now are just optimized for content. They're basically content creators because the polling is the timeline.”
Jeremy GiffonJul 7, 2026▶ 20:05Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
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