sari

that M&A is probably the best possible use of an incumbents cash flow: plugging an innovative product into an existing distribution channel instantly increases the value of that product.”

The best analysis, the best work, the most thoughtful commentary and understanding and deep dives are free. This is an abundance problem, not a scarcity problem. This is a problem of curation and opinion and understanding how to navigate this deluge of people saying what's on their mind. It becomes very reputation-based, first of all. And Twitter i... See more

this is so cool

Lots of people worry that AI will replace human writers. But I know something the computer doesn’t know, which is what it feels like inside my head. There is no text, no .jpg, no .csv that contains this information, because it is ineffable. My job is to carve off a sliver of the ineffable, and to eff it.

(William Wordsworth referred to this as “wide... See more

I have always believed that scientific research is another domain where a form of optimism is essential to success: I have yet to meet a successful scientist who lacks the ability to exaggerate the importance of what he or she is doing, and I believe that someone who lacks a delusional sense of significance will wilt in the face of repeated experie... See more

Blank, clean surfaces