Idea and ExecutionPeople constantly debate the relative importance of idea and execution: which matters more?Jan 1, 2022Jan 1, 2022
uncertain thoughtsthe hardest decisions in life are hard because they lack certainty. learning to embrace ambiguity and overcome the human need for certainty…Dec 27, 2021Dec 27, 2021
Nikola: Bull and Bear CasesNikola is overvalued because it depends on the wrong technology standard for road vehicles. The fair market value is cash plus some…Apr 13, 2021Apr 13, 2021
Lessons From Steve JobsSteve Jobs is one of the most extraordinary entrepreneurs and CEOs in history. Here are some lessons on entrepreneurship and business.Jan 17, 2020Jan 17, 2020
Analyzing TeslaMarket hypothesis 1: Electric vehicles (EV) are a hyper-growth market.Mar 16, 2019Mar 16, 2019
Reasoning about Bitcoin’s Risk/RewardAluminum costs ~$0.05 / ounce while gold costs ~$1.2K / ounce. The disparity is caused not by differences in inherent utility, but by…Oct 30, 2018Oct 30, 2018
Driving Down Drug PricesIncreasing competition generally lowers prices in a free market. This is a fundamental law of industry and not a novel concept.Sep 17, 2018Sep 17, 2018
