36 Matching Annotations
  1. May 2024
    1. Question about the email invite, and this is going to be very granular. What does the language in that invite look like? And maybe it’s too much time in Japan, but I’m very sensitive to, overly sensitive, probably, to a lot of social etiquette stuff. Which will tie back to Calendly, so I don’t leave that dangling as an orphan topic. Briefly, we’ll touch on that. Is it — maybe not speculating is the best way to go. What does the email invitation look like? Does it come from you or does it come from your assistant who is writing in your voice? What does that look like?

      The social etiquette piece reminds me of what Ross Fubini was saying today about a new etiquette forming around "signing up" for time with friends

  2. Jan 2022
    1. [[Incremental Reading]] as a potential solution to my goal of [[Improving my [[Reading]]]] ability

  3. Nov 2021
    1. An article on [[Learning]]. When trying to learn something, you've reached a level of mastery if you can explain it to a 12 year old.

      Where can we find 12 year olds to explain things to?

  4. Oct 2021
    1. Nearly 30 years ago, Bud wanted to find a way to more rapidly update his first textbook, “Clinical Physiology of Acid-Base and Electrolyte Disorders,” which had become the nephrology bible for medical students, practicing clinicians, and faculty members in the United States and beyond. When his publisher declined to put the book into a format that was accessible by computer, Bud did it himself, and UpToDate was born. advertisement

      A good reminder on [[Finding Startup Ideas]] and [[Paul Graham]]s perspective here. Solve problems that are relevant to you.

    2. He had the gift of delivering clear, concise, and precise presentations on any topic, especially his chosen field of nephrology. Bud’s writing sparkled, with crisp, logical thinking presented in a straightforward style that all could understand.

      A reminder that [[Concise]] writing and speech is valued, counter to what may have been incentivized in school.

  5. Sep 2021
    1. "We have been fighting on this planet for ten thousand years; it would be idiotic and unethical to not take advantage of such accumulated experiences. If you haven’t read hundreds of books, you are functionally illiterate, and you will be incompetent, because your personal experiences alone aren’t broad enough to sustain you."

      On [[Reading]] and a [[Lifelong Set of Books]]

  6. Jul 2021
    1. We hesitated to accept the proposed responsibility for two reasons: the first was that thecompany was already so heavily burdened with war work, accepted at the urgent request of thearmed services, that we feared our personnel would be hopelessly overloaded if we took onanything of the magnitude of this task ; the second was that du Pont is a chemical company,and while it has done considerable pioneering work, it has always been in the general field ofchemistry, where we had the aid that c

      nitins notes

  7. Apr 2021
    1. happy and healthy naturally, by living a regimented yet flexible lifestyle

      [[Regiment]] and [[Systems]] as a means to living a happy and healthy life.

    1. Tumorimplanted animal models have shown inhibitory effects on angiogenesis and metastasis

      Actual evidence on the effects of polysaccharides and triterpenes on animals on two critical parts of cancer. Not sure if this means that they used the actual mushroom in the test versus an extract.

    2. Polysaccharides are normally obtained from the mushroom by extraction with hot water followed by precipitation with ethanol or methanol, but they can also be extracted with water and alkali

      Does boiling the mushroom not work? You must include ethanol? Question for [[Rebecca Su]]'s dad. "Do you have to use alcohol"

    3. high proportion of polyunsaturated fatty acids relative to the total fatty acids

      Relationship between polyunsaturated fatty acids relative to total fatty acids? [[TODO]] for [[Nutrition]] and [[Health]]. Maybe ask [[Justin Mares]] about it.

    4. Most mushrooms are composed of around 90% water by weight.

      Buying fresh mushrooms at the [[Farmers Market]] is more expensive than the dried variety. Makes sense.

    5. (3) intact fungal spores or spores that have been broken by mechanical means or have had the spore walls removed.

      What [[Southwest Mushroom]] is doing in the market today I believe.

    6. In manufacturing terms, the simplest type consists of intact fruiting bodies ground to powder and then processed to capsule or tablet form

      The extracted powder variety

    7. its reputation as a panacea may have been earned more by virtue of its irregular distribution, rarity, and use by the rich and privileged members of Chinese society than by its actual effects

      Interesting point. It was used by the nobles because of its mild effects. They were wealthy enough to get as much of it as they wanted. By virtue of the cost and time they spent to get it, the peasants probably thought of it as a mystic herb.

      In many ways, this reminds me of [[San Pedro]]. The herb has mild effects, but the story around the use of the herb, the ceremony etc is what creates the effect. It's the stories power that is being used to enact change, not necessarily the plant.

    8. The first book wholly devoted to the description of herbs and their medicinal value was Shen Nong Ben Cao Jing

      Additional [[Book]] on [[Medicinal [[Mushrooms]]]] and herbs in case you want to read it.

  8. Mar 2021
    1. On the other side is the candidate or the candidates. They’re the product.

      Agreed - the talent is the product not the customer in the current market.

  9. Dec 2020
    1. ith a less lucrative option a couple of years ago — selling their company to their employees

      Why is it less lucrative to sell a business to your employees? Hypothesis include:

      • PE firms roll businesses together and there are revenue + cost synergies
      • PE firms have better operators who will take the companies to the next level
    1. Count On the Surprises

      Reminiscent of Black Swan

    2. try to foretell the future without studying history is like trying to learn to read without bothering to learn the alphabet.

      know where you've come from to know where you're going.

  10. Nov 2020
    1. The adult industry is always ahead of the curve when it comes to tech

      Is this true? The interviewer asked the question again in segment following, but I'm not sure we got a great answer.

    1. Through every consequential moment the directional arrow of technology progress continues to point to the world getting better — in spite of our human chaos. It has become less physical and more digital and dematerialized — we consume less physical stuff

      If this is true, my thesis on waste is no longer supported.

    2. The pandemic could have created unprecedented global coordination and unity — but instead has a worrisome trend of beggar-thy-neighbor and zero-sum policies

      Potentially has created global coordination in some private markets (think labor for startup talent)

    3. Stockdale’s lesson was to never confuse the necessary belief that you’ll prevail in the end, with the discipline to confront the most brutal facts of current reality, whatever they may be

      Reminds me of the founding process. You can believe that things will prevail in the end without enough control over your inputs, but that cannot rationalize lethargy in your day-to-day behavior.

    4. The incumbent again scrutinizes with discipline and passes on the same price of 10x. The upstart uses its 16x multiple, acquires the target for 12x, finds it immediately accretive, gains a strategic advantage, the market loves it, while the incumbent feels frustrated and confused

      What should the incumbent do in this scenario? "Why" does the new entrant trade at 16x.

    5. We expect Lux’s strategies of newco company creation and proprietary origination by co-founding opportunities (especially with repeat Lux founders) will navigate these two laws well

      Unsurprising direction given state of early-stage valuations.

    6. Thus, the investor will put forth 18 “good” companies, but only 9 of them are actually good, implying no greater accuracy than flipping a coin.

      Not exactly? If they were to flip a coin (good / no good) per company, selecting for 20 companies in a population of 100 with 90 bad companies, they'd end up with 18 bad companies, 2 good companies. What am I missing?

    1. But the employee ownership culture, in my opinion, makes it easier ... It's unlike any place that I've worked for before, where people want to do what's best for the organization and they step up in these challenging times.

      Employee ownership of recology's business. Interesting

  11. Oct 2020
    1. Writers often use adjectives to make general nouns more interesting or specific. However, readers prefer writing with well-chosen, specific nouns

      On writing well.

    1. In Silicon Valley, people have learned how dangerous that is.

      "the most dangerous thing you can do to someone trying something new is to discourage them"

    2. . Many great projects go through a stage early on where they don't seem very impressive, even to their creators. You have to push through this stage to reach the great work that lies beyond.

      This is why your motivation for working on a given problem is important. Starting with a purely financial motivation, almost all work will seem "lame" at first. A passion or interest to solve a problem solves this.

    1. Not every shipping company was full of false promises, though. The Dutch East India Company was the first company to go public on the world's first stock exchange. It raised enough capital in 1602 to later create a globe-straddling multinational conglomerate, with over 70,000 employees at its peak. That didn't make it immune to irrational exuberance -- its market capitalization would reach 78 million Dutch guilders at the height of Tulipmania, since at least a few investors must have wanted to buy something more stable than the Beanie Babies of the 17th century. That would place its modern-day valuation in the $7.4 trillion range, making the Dutch East India Company the largest company in history

      Where does he get this number that the market cap of the DEIC was 78M guilders?

    1. Widely considered the world’s first financial bubble, the history of Tulip Mania is a fantastic story in itself. During this frothy time, the Dutch East India Company was worth 78 million Dutch guilders, which translates to a whopping $7.9 trillion in modern dollars. This is according to sources such as Alex Planes from The Motley Fool, who has conducted extensive research on the history of very large companies in history.

      This feels either a) extraordinary, or b) wrong. Something said that they had 213M dollars of revenue!

    1. On 22 September 1599, a group of merchants met and stated their intention "to venture in the pretended voyage to the East Indies (the which it may please the Lord to prosper), and the sums that they will adventure", committing £30,133 (over £4,000,000 in today's money).

      Creation of venture capital?

    2. with Indian revenues of £13,464,561 (equivalent to £229.9 million in 2019)

      Revenue of this scale is a fraction of what it is today. Is it the EITC is as much of a deal as any of these extraordinarily large companies today are? EITC compared to Snowflake Computing? EITC revolutionized the world and it was much smaller. How is this possible!

    3. By 1803, at the height of its rule in India, the East India company had a private army of about 260,000

      But 35 employees? Is that possible?