Contrarian Thoughts
Quoting Peter Thiel (Zero to One), a contrarian idea is an important truth that very few people agree with you on.
The next (true) billion dollar company will not be an AI company. It will be an arbitrage company.
While the world is distracted by AI's ability to write poetry, the true contrarian will use it to bridge the gap between a Mongolian herder and a New York boutique.
Military service was the best business education I never asked for
18 months as an Artillery Forward Observer in the Korean army taught me more about leadership, decision-making under pressure, and organizational failure modes than any MBA ever could.
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More pieces in the works.
The best contrarian ideas take time to crystallize.