Via

Similar to @2youngBadazz market forensics on the dotcom bubble, you can spot planned moves if you remember to look for them.

A wink and nod understanding among spooky venture capital firms shows up as weird stories that worked out in hindsight.

cf. GE and this blob buying up east african medical oxygen production through Hewa Tele, "breaking the local monopoly" just in time for covid

It took time- first they broke the "local monopoly." The move that shows a sense of urgency right before covid comes when they create a run on oxygen for seemingly no reason, after they were the only game in town

https://twitter.com/LLinecook/status/1352137554494152705

Look for other big confusing moves like WeWork. Same posted about a mysterious heist of chloroquin from France's central pharmacy right at the beginning of covid. The people in the know would have had their fingers in many pies, that knowledge will show up in other places too.

I'm not saying Hewa Tele was necessarily founded with this in mind from the start (though I'm not NOT saying that, either)

But in the weeks before the virus hit Wuhan they were the picked winner in East Africa and you can see the oxygen market being prepared in advance for them.

Could we see a similar pattern in Brazil? Wish I had the money for this market report. I don't suppose any of you have access through your job?

Maybe I'll ask them for a free sample just of the historic breakdown data from Brazil

Read this from mmabeuf and bear in mind it's based on threads from 2019.

Theranos is the breed standard here, only they may have actually been involved in starting covid, not just speculating on the world to come. https://medium.com/@MMabeuf/reconsidering-some-things-i-wrote-about-theranos-last-year-cb9f32b833df