Investment Wisdom
Ludwig Jesselson on understanding the underlying trends:
“You can mess up a lot of things in business and still do well as long as you get the big trend right.”
“You can mess up a lot of things in business and still do well as long as you get the big trend right.”
Shane Parrish • Attention Required! | Cloudflare
as usual @cdixon was right about this 10 yrs ago (see: btc, dl, biomonitoring...)
its also obvious something my smartest friends have been doing on weekends since 2020 is context bonsai
i.e creating/trimming/tending their local garden/repo of data for their future personal AIs to fine tune... See more
"Valuation is a hurdle for future behavior, not a reward for past behavior"
Our business model focuses on maximizing the lifetime value of a customer relationship. We make significant investments in acquiring new customers and believe that we will be able to achieve a positive return on these investments by retaining customers and expanding the size of our deployments within our customer base over time...... See more
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AI’s Uneven Arrival
Yvon Chouinard on not forcing it:
“A serious surfer doesn’t plan to go surfing next Tuesday at 2 o’clock. You go surfing when there are waves and wind and the tide is right.”
“A serious surfer doesn’t plan to go surfing next Tuesday at 2 o’clock. You go surfing when there are waves and wind and the tide is right.”