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#286: The Man Who Taught Me How to Invest

The Tim Ferriss Show

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The First Principles of Investing in the Tech Industry

The job of a startup founder is to surf a valid wave. And the wave is usually bigger than the company right like when we invest in lift and cruise We had this belief that network capitalism is supplanting vertically integrated corporations. Google tried to take out Twitter with JaiKU didn't work because Twitter had a network effect. The magic that animates the tech industry is accommodation Moore's log Metcalf's log so I think we all benefit from the magic of Moore's logMetcalf's Log.

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