I hate liars. Those bastards who can lie straight in your face. Feel like unmasking them in public. But I didn’t do it. Not my business and who am I to be Justice Bao. Just let their lies continue, one day the truth will be revealed. But I know venture capitals and whatever, know them inside out and also know most of their bosses inside out. Guess I have curbed myself a lot just tolerating the lies………But nothing will come out of it even if I hammer them. They can’t survive a single blow but it makes no purpose for me to unmask these bastards. I dunno, maybe I am getting old and cowardly…….

Today being Christmas, maybe I am influenced by the Christmas Spirit. Frankly speaking too many liars and bastards on the earth, how many can you get rid of? Get rid of one, two will prop out anyway. If people chose to believe in them, let it be. A lot of Pharisees in the world now as in Jesus’s time. No differences except the dates are different. I always believe the truth will come out…….one day……..I don’t have much qualms about hitting those bastards. But before you hit, you need to give some face to their owners. Such is life!

Christ and the Pharisees

Before anyone began to tell their tall stories of heroic exploits on the VC arena. I would just take a small sample, that of the semi conductor industry. We are in abnormal times which makes predictions all the more difficult. Even if we are not in abnormal times, the semi conductor industry has morphed far beyond itself. Specialization had turned this industry upside down. From an economic cycle where there are 8 distinct stages, you can find that the growth cycle was more or less divided into 4 independent and separate cycles which are not in synch with each other. To analyze that industry alone, some domain experts had began using Markov chains or rather the finite element of Markov chains, that of Markov stages to predict the booms and troughs of the industry. This is more or a norm rather than the exception all across the economy.