PanabeeIdea and ExecutionPeople constantly debate the relative importance of idea and execution: which matters more?·3 min read·Jan 1, 2022----
Panabeeuncertain thoughtsthe hardest decisions in life are hard because they lack certainty. learning to embrace ambiguity and overcome the human need for certainty…·1 min read·Dec 27, 2021----
PanabeeNikola: 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…·5 min read·Apr 13, 2021----
PanabeeLessons From Steve JobsSteve Jobs is one of the most extraordinary entrepreneurs and CEOs in history. Here are some lessons on entrepreneurship and business.·3 min read·Jan 17, 2020----
PanabeeAnalyzing TeslaMarket hypothesis 1: Electric vehicles (EV) are a hyper-growth market.1 min read·Mar 16, 2019----
PanabeeReasoning 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…1 min read·Oct 30, 2018----
PanabeeDriving Down Drug PricesIncreasing competition generally lowers prices in a free market. This is a fundamental law of industry and not a novel concept.1 min read·Sep 17, 2018----