Ideas I want to write about

Their genius? Converting intellectual positions into market arbitrage while wielding (and often owning) digital megaphones to reshape the very reality their investments bet against.

All true. But that is why leaders are paid. Not to state the obvious but to take the company to tomorrow.

World class leaders and companies are never defeated. They decide to defeat themselves by chanting the following mantras:

Cannot sacrifice margin.

New competitors and markets are too niche or too unsophisticated.

Customer and clients will not accept the change.

We do not have the skills and this sounds like a different business.

‘don’t be the best, be the only’

“Mediocre V.C.s want to see that your company has traction,” Doshi told me. “The top V.C.s want you to show them you can invent the future.”

Speed and quality aren’t actually at odds—they’re often positively correlated. The best practitioners in any field, from chefs to programmers, work quickly because they’re experts. The speed doesn’t come from rushing or cutting corners but from competence. Skilled teams that have mastered their craft move faster because they know what works and can... See more

“Why isn’t it an app?” This argument feels like the make change from the inside. We know that’s not how the world works, but it’s hard to see that you’re in water as a fish.

But what’s hanging in the balance is the image-cultural environment of the future. One not dominated by a format monopoly.

“When you read your notebooks, you remeet ideas. You reintroduce them to who you are now.” That’s from writer Max Porter’s interview in the book The Work of Art . (As you may know, I’m a huge believer in the importance of revisiting notebooks.)