Polymarket is Uber and Kalshi is Lyft.
I can tell based on how they take shots at each other. Kalshi operates out of fear and seeks approval. Polymarket has a sense of pride that comes from within.
I would put every dollar to my name on this, my intuition is never wrong.
With how consensus driven Silicon Valley is I’m starting to get inbounded from some great founders. They see the mirage and will do anything to supplant attention capital with true believers. If that’s you I’ll help, no strings attached. I do it for the love of the game.
When I was anon hummingbird was the first VC to cold dm me on X. They understand the winning founder archetype better than anyone and know how to stay out of the way. Take notes.
It's actually even better.
Hummingbird owns 22%.
Libertus owns 10%, which is led by Pamir, an ex-HB investor.
In total, HB + affiliates own ~33%.
Hummingbird and their cubs (chicks?) are doing exceptionally well.
Congrats to all!