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A major problem with this Founder-Investor model, is that investors are inherent diversifiers, whilst founders are inherently putting maximum risk on themselves. Conventionalism or Secondary Investor v Barbell Strategy and Primary Stakeholder. Blackjack with Card Counting (quant) vs Pro Poker and Independent Games (quality). https://twitter.com/vgr/status/1277262959828283392

Ideas to consider would be to pair Lindy Effect against Black Swan Events, or witnessing how fast things and antiquated things end differently, and how others take their place. Practically everyone from Samo Burja to Ray Dalio is trying to bet on who will win, whilst those like Peter Turchin and Rensselaer Polytechnic is taking averages and thinking about when things will change.

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