Networked Conviction 006
The latest edition of Networked Conviction, an investing journal for paying subscribers, is a curated round‑up of the author’s recent high‑level conversations. Topics span biotech organ‑transplant research, first‑principles manufacturing, AI business‑model tensions, and the premium placed on founder charisma. The piece acknowledges the difficulty of weaving these disparate insights into a single narrative, but aims to surface the most compelling ideas for potential portfolio or anti‑portfolio companies. It serves as a snapshot of the interdisciplinary thinking driving modern venture decisions.
Know Thyself
The essay argues that true self‑knowledge is the essential filter for career, startup, and life decisions. It weaves together insights from Naval Ravikant, Paul Graham, and Palmer Luckey, contrasting interest‑first and talent‑first frameworks while emphasizing their common core: aligning passion...