Utilities are incentivized to build more, not innovate

My conversation @ZachBDell on building Base Power If you are interested in energy, the grid, and how each are changing, this is an awesome overview Even since we recorded, Base is scaling at an impressive clip A company, and entrepreneur, to watch

One of the cooler data visuals I’ve seen, the drop in lost ships during WWII, owed to cracking Enigma

Over the last 30-40 years, what have been the best early teams at companies? Apple, SpaceX, Stripe, Ramp, OpenAI are examples of what I mean. What are the others?

What are the best books written about a single company, where the company is still in its heyday (think Apple in China, the NVIDIA Way, etc)?

@EquipFoods any reason it says contains milk and peanuts when neither is in the ingredients?

So many nuggets of wisdom here. Most impressed by how the head of a $115b fund recounts investment details off the top of his head. Simplicity is key. PS - my interviews at GS Special Sits Group at 23 yrs old remain the most intense ever.

I've listened to this episode 3x already and keep returning for more. So many great lessons and stories every week from @patrick_oshag and @InvestLikeBest

Face the tiger (we got the footage from their office)

i really hope that one day we'll get a book which goes into Goldman risk-arb (Rubin era) and Goldman SSG + how they each, in their own era, produced an incredible track record of alumni