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While there is unquestionably some truth to the idea that the world is often too random to literally make just one bet, the widely held assumption that diversification is a free lunch is just plain wrong. Just as there is benefit to be derived from diversification with respect to risk, there is a cost, too — that of losing whatever edge you might... See more

Despite strong technology players like Stripe, Square, PayPal, and Robinhood, traditional banks are still dominant.

When you are a power user, you cannot afford to lose all the relationships between your ideas that you have spent months to build. Conor talks about having compounding interests on your notes. Roam smoothes the relationships between your past, present and future ideas as well as the relationships between ideas about very different topics.

Peacetime in business means those times when a company has a large advantage vs. the competition in its core market, and its market is growing. In times of peace, the company can focus on expanding the market and reinforcing the company’s strengths. In wartime, a company is fending off an imminent existential threat. Such a threat can come from a... See more

And you’ll have a semantic mental ‘framework’ in your brain on which to then hang all the great things you learn from your reading, which makes it more likely that you’ll retain that stuff as well. I read somewhere that Bill Gates structures his famous “reading weeks” around an outline of important questions he’s thought about and broken down into... See more

Roam makes it easy to sort through multiple indexes and pulling up related documents

“When everyone’s got skin in the game, it creates a new dynamic, as opposed to everyone being able to say what they want and critique everything without consequence,” Drew Austin, a technology investor who owns three Bored Apes and co-owns two others, told me. That sense of community has been missing from the Internet, according to Bored Ape Yacht... See more