Linecook 23 Jan 2020
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.
Unroll available on Thread Reader
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.
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:
Reconsidering Some Things I Wrote About Theranos Last Year This essay is a lightly-edited compilation of some Twitter threads that I posted in March / April of 2019. https://medium.com/@MMabeuf/reconsidering-some-things-i-wrote-about-theranos-last-year-cb9f32b833df
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