"Effective immediately the team is being unwound." Eleven words, no signature, sent before most of us had coffee. Three years of a strategy, gone between the close and the open. If you've been through a pod unwind, how long until the seat reshuffles and what do you do with the gap on the resume?
Been through two of these. Seat reshuffles in weeks, not months — the platform doesn't leave capital idle. Spin the gap as "strategy was wound down," everyone knows the drill.
Eleven words and three years. The efficiency of the email is the most honest thing about the whole business model.
Take the week. The reshuffle will still be there. Your nervous system needs the gap more than the resume does.
Pods, drawdowns, and the eternal search for high-conviction ideas sized at 0.5%. Risk is always listening.
＋ New threadMarkets, deals, and the group chat — for people who read the footnotes.