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First, this reads like AI slop.

Second, I had never heard of Yakes until I saw a screenshot of his tweet about the Saylor and Danny interview, which he had the most midcurve opinion...

Even though I agree with the (AI's) conclusion on quantum, my credibility meter on Yakes was already low.

Yakes wrote a book called The Seventh Property back when they launched his VC fund: Epoch.

I never read it, but I have some positive feeling towards him from reading what I think were excerpts. My memory is that he had good takes.

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