Look at the election results differently

This is not a post about politics. But if you know me, you know I have some ties. More on that later. This post is about opportunity.

Opportunity

Like many, I woke up yesterday morning surprised. Not only by the outcome but also by the magnitude. After recovering from the shock of the polls being wrong yet again, I realized that we are on the brink one of the biggest economic opportunities in our lifetimes.

People are slowly dissecting what really happened when it comes to social policy and the election as a whole. I think we’ll find that it’s perhaps not as bad as thought at first–but who knows? It’s early.

What is clear is that the American electorate has always prioritized the economy and their own perceived self interests–and this election was no different. But I think the outcome will have a bigger and more profound effect on business than most realize.

Because this time the unpredictability is absolutely predictable.

For founders, investors, VCs or operators, after checking our crypto wallets (yes, it’s all still way up!), it’s worth thinking about the opportunities that will present themselves in the next four years.

I’m not sure what they will be. I do think now is a great time to start thinking about exits, because being free of what isn’t working gives us the space to seize the next opportunity. Which is why I’m doing a masterclass on how to position for an exit next week.

There are so many areas that could be interesting. Who knows what’ll be bought by the US government (or canceled) in the next half decade. Crypto/defi/web3 (or whatever it’s called these days) will be an especially interesting space to watch.

Where do you think opportunity will emerge?

PS By the time you read this, the war in Ukraine should have been ended. Which is nice.