The Computomatix Times

I stopped managing external capital about a decade ago so I could focus on compounding internal capital.

But the nature of Venture Capital is that VC funds take many years to be fully realized.

I’m at the tail end of that journey so am sharing the latest summary from Q2. I will hopefully wind down these funds in the next year or so and close this chapter.

My learnings for GPs and LPs:

1. Reporting should be simple and obvious.

2. Net DPI is all that matters. Optimizing for returns creates discipline and discipline will save you in the bad times.

3. You must compare yourself to the Cambridge Index. It’s fuel if you want to be a 🐐.

Up to $5.5M to move your startup to Qatar.

Just an MVP gets you in the door.

The Startup Qatar Investment Program (backed by QDB) funds tech startups to launch or expand in Qatar.

Two tracks:
START: up to $1.1M if you have a proof of concept or MVP
GROW: up to $5.5M if you're already established and expanding

What else you get:
- Entrepreneur visa + flexible work visa
- Registration and license fees waived
- Subsidized housing
- Subsidized co-working space
- Access to R&D and innovation grants
- Mentoring, training + help hiring talent and interns
- Your product showcased at exhibitions

Sectors they want:
- AI & ML, B2B SaaS, FinTech, HealthTech, Cybersecurity, Climate Tech, Robotics + more
- Not on the list? It's open to any innovative startup

Apply link below 👇
startupqatar.qa/en/investment-program

Bookmark this + tag a founder looking for a new market.

I was having dinner last night with a friend working in the chicken industry and I learned something that blew my mind.

Where do chicken farmers get their chickens? Most of us would say "from their existing chickens obviously, they breed and lay eggs."

That's what I thought too, but turns out I was dead wrong.

The reality is that the immense majority of meat chicken farmers in the world get their chickens from one of 2 companies: Cobb-Vantress, owned by Tyson Foods, or Aviagen, controlled by Germany's EW Group (the Wesjohann family).

They have a concept specific to the industry called grandparent stock: what you buy from these 2 companies is - essentially - a bunch of chickens with planned obsolescence.

The way it works is that each company keeps "pure" bloodlines on its own farms. Let's label them A, B, C and D. Those are the crown jewels - these companies' IP - and they never leave the building.

What they sell you are the "grandparents": chicks from those four lines, but each line in only one sex. You get A roosters but no A hens, B hens but no B roosters, C roosters but no C hens, D hens but no D roosters. Which means you can never breed more A, B, C or D birds yourself.

What you can do is cross them. A roosters with B hens give you the fathers, C roosters with D hens give you the mothers - these are the "parents". The parents then give you the chickens that actually end up on our plates, slaughtered at around 6 weeks.

And that's the end of the road. If you tried breeding those chickens, their chicks would be a complete genetic lottery: still chickens, sure, but without the genetic properties that make them commercially viable. They'd grow slower and less evenly, you'd have to sell them for way more than your competitors, and your business would be dead.

So you have to go back to Cobb or Aviagen for new grandparents. Forever.

Why buy grandparents at all, and raise 2 generations just to sell the third? The answer is scale. If you buy say 100 grandparents, each of them gives you around 50 parents, and each parent hen then gives you around 150 chicks: from those 100 grandparents, you have yourself some 600,000 chickens whose meat you can sell.

It makes no sense for these 2 companies to sell the final chickens directly. They'd have to hatch tens of billions of chicks a year and ship them all over the world. Much easier to simply sell the grandparents and let farmers do the multiplying and pay for the farms, the feed and the labor.

And, you knew this was coming, there is also a China angle here: as you can imagine, China isn't too pleased to be dependent on foreign companies for such a basic food item as chicken.

So China did what China does best: long-term planning. The Ministry of Agriculture and Rural Affairs launched a plan for "national broiler genetic improvement" (2021-2035), which aims for domestically bred breeds to make up at least 60% of the domestic market by 2035 (globaltimes.cn/page/202307/1294882.shtml).

And, of course, they're ahead of the plan. As of 2025, homegrown breeds held more than 30% of the market: halfway to the 2035 goal in just four years (agripost.cn/2026/08/17/chinas-top-three-domest…).

Can you escape all this as a consumer? Sure, you can buy organic or Label Rouge chicken, from slower-growing breeds raised for at least 81 days instead of 6 weeks, for two to three times the price.

Except, plot twist: the genetics behind most of those slow-growing birds come from a French company called Hubbard... which has belonged to Aviagen since 2018 (euromeatnews.com/aviagen-announces-the-acquisi…

And even if you could truly escape, you wouldn't want everyone to: we'd need vast new swathes of farmland, both for the chickens and their feed. Ironically, advocating for organic free-range chicken for everyone is one of the worst positions one can take for the planet's resources.

If you want to minimize your environmental footprint, the counterintuitive answer is to buy the cheapest supermarket chicken - or eat less meat, of course.

As my friend was saying last night, you may not like the way this industry works but, at the end of the day, it's what puts affordable protein on the plates of billions of people, using proportionally fewer resources than any other way of raising chicken.

A common misconception is that if you are super rich, you can get unlimited access to the world's best doctor/lawyer/creative-professional etc.

The reality is that the world's leading cancer doctor will still see you for 20-30min if you have cancer no matter how much money you have.

This is why AI is so crazy.

It both democratizes access AND it makes the amount of time available unlimited for every individual.

This is the practical effect of intelligence too cheap to meter.

Edgeful just got Nuked☢️

Today @LuxAlgo released Edge Stats.

FREE. Open-source. No subscription.

Test ORBs, FVGs, Initial Balance, Gap Fills + 38 more setups.

You can also pull up every session on a chart for free using @velacharts

The industry is changing for good🔥

Claude Code helped me cancel $4,480/year in recurring charges and another $5,500 in one-time savings tonight over the course of 3 hours while eating a burrito and watching TV with my dogs

And I thought I was dialed in personal finance but whoa

Creative pipeline is about to change forever.

Opus 5.5 is building the games, 3D worlds, the videos + the ads.

10 wild examples. Bookmark this.

I met these two brothers who went from posting random breathwork videos to an app that’s generated over $85,000 so far.

I asked them all about what tools they used and their exact stack for development.

I usually don't share "how to get rich" articles, most of them are trash

but this one is honestly GOLD: