AI memory will be huge, but not a silver bullet. Moat diggin’ ain’t what it used to be.
This post shares some themes. The moats are shrinking!
https://open.substack.com/pub/openroadventuress/p/how-to-innovate-when-nothing-is-defensible?r=2wngd&utm_medium=ios
I love the ending “who knows though!” Made me laugh. I often feel the same
Yeah so hard to predict this kind of thing! Anyone who pretends otherwise is a fool imo
Fascinating take, Nathan. Thank you for sharing your insights.
I feel like I learned something new today. 🙏🏼
Hello Nathan,
I hope this communique finds you in a moment of stillness.
Have huge respect for your work and reflective, surreal pieces.
We’ve just opened the first door of something we’ve been quietly crafting for years—
A work not meant for markets, but for reflection and memory.
Not designed to perform, but to endure.
It’s called The Silent Treasury.
A place where judgment is kept like firewood: dry, sacred, and meant for long winters.
Where trust, patience, and self-stewardship are treated as capital—more rare, perhaps, than liquidity itself.
This first piece speaks to a quiet truth we’ve long sat with:
Why many modern PE, VC, Hedge, Alt funds, SPAC, and rollups fracture before they truly root.
And what it means to build something meant to be left, not merely exited.
It’s not short. Or viral. But it’s built to last.
And if it speaks to something you’ve always known but rarely seen expressed,
then perhaps this work belongs in your world.
The publication link is enclosed, should you wish to experience it.
https://helloin.substack.com/p/built-to-be-left?r=5i8pez
Warmly,
The Silent Treasury
A vault where wisdom echoes in stillness, and eternity breathes.
This post shares some themes. The moats are shrinking!
https://open.substack.com/pub/openroadventuress/p/how-to-innovate-when-nothing-is-defensible?r=2wngd&utm_medium=ios
I love the ending “who knows though!” Made me laugh. I often feel the same
Yeah so hard to predict this kind of thing! Anyone who pretends otherwise is a fool imo
Fascinating take, Nathan. Thank you for sharing your insights.
I feel like I learned something new today. 🙏🏼
Hello Nathan,
I hope this communique finds you in a moment of stillness.
Have huge respect for your work and reflective, surreal pieces.
We’ve just opened the first door of something we’ve been quietly crafting for years—
A work not meant for markets, but for reflection and memory.
Not designed to perform, but to endure.
It’s called The Silent Treasury.
A place where judgment is kept like firewood: dry, sacred, and meant for long winters.
Where trust, patience, and self-stewardship are treated as capital—more rare, perhaps, than liquidity itself.
This first piece speaks to a quiet truth we’ve long sat with:
Why many modern PE, VC, Hedge, Alt funds, SPAC, and rollups fracture before they truly root.
And what it means to build something meant to be left, not merely exited.
It’s not short. Or viral. But it’s built to last.
And if it speaks to something you’ve always known but rarely seen expressed,
then perhaps this work belongs in your world.
The publication link is enclosed, should you wish to experience it.
https://helloin.substack.com/p/built-to-be-left?r=5i8pez
Warmly,
The Silent Treasury
A vault where wisdom echoes in stillness, and eternity breathes.