This is the first step of the Pipe thesis: the revenue contract is the atomic unit. It’s the closest thing there is to revenue itself, and the smallest possible black box you can trade
As stay-at-home orders ease and cities reopen for business, many doctors and hospital administrators are calling for a quick return of health care to pre-pandemic levels. For months now, routine care has been postponed. Elective procedures — big moneymakers — were halted so that hospitals could divert resources to treating Covid-19 patients.... See more
the ideal of limitlessness consumption serves the modern economy quite well, but it does not serve the person well at all.2 This ideal imparts to us all a spirit of scarcity that darkens our experience: not enough time, not enough attention, not enough capacity to care. But upon what does this spirit feed? It feeds, in part, on the temptation to... See more