Research & Insights

Research & Insights

Issue #58

103 pieces of advice; Finding perennial patterns to make sense of the world—a conversation with Tom Morgan; "Tesla: Unlocking the Age of Abundance"

Issue #57

The Tesla Decade; Tech is a crowbar; "The long run is simply the sum total of many short-runs strung together"

Issue #56

Artificial intelligence will enable a world of abundance, zero-marginal-costs, and... lots of weird content; "Iterative innovation creates magic for customers"‘; What happens next?

Issue #55

The "pro-entropic business" is strengthened in a world of chaos; Worm Theory, making big bets, working with Arne, and getting into position; It turns out making stuff is hard

Issue #54

Is Nintendo following in the footsteps of Apple?; What Joel Greenblatt learned from Warren Buffett

Issue #53

"Great companies don't fluctuate nearly as much as the stock price—and that creates opportunity”; The compounding of "good surprises"; What if crypto in 2022 is kind of like social media in 2012?

Issue #52

"The idea that you can't innovate in the public market is nonsense"; Outcomes are unreliable indicators of success—process is what matters

Issue #51

"Courage isn’t doing the easy thing; it’s doing the hard thing." Supergrids are a mind-bending vision of the future of energy; If Buffett retired at 60, he wouldn't be a household name

Issue #50

What if the era of short-termism is ending?; "Nature tends to be resilient to crisis in a way that human-created things aren’t." Seeing waves of human perception as an investment strategy

Issue #49

The field must be sowed

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