Investment thesis
Darren LI and
Investment thesis
Google Strategy Teardown: Google Is Turning Itself Into An AI Company As It Seeks To Win New Markets Like Cloud And Transportation
cbinsights.com
Love this from Joshua Kushner’s interview on Patrick O’Shaughnessy‘s Invest like the Best:
Patrick: How do you balance or reconcile participating in a $2b round for stripe with a 2m check into a seed company?
Joshua: They are equally concentrated - not in magnitude of capital but in emotional commitment to concentration. We don’t do a lot but wh... See more
Contrary Research
research.contrary.com
Plant Based Meats Do More to Address Climate Change Than Green Buildings or Zero-Emission Cars
Mother Jonesmotherjones.comInstead, Professor Kahneman favored an alternative that he termed “adversarial collaboration.” When people who disagree work together to test a hypothesis, they are involved in a common endeavor. They are trying not to win, but to figure out what’s true. They might even become friends.
Cass R. Sunstein • Opinion | The Nobel Prize-Winning Professor Who Liked to Collaborate With His Adversaries
How Adobe Became a Successful $95 Billion SaaS Company
producthabits.com
