If I ever build something, this is exactly how I'd think about where to stand.
On NVIDIA, ASML, Apple, and Mold-Tek - and the pattern they all share. Why the real money is almost always one layer further back than where everyone is looking. A personal framework, not investment advice.
Read →Why My Portfolio Lives in the Cosmos
On visual captivity, the cosmos as a metaphor for complex systems, and why a portfolio is always an argument - written by someone who was a designer before they were an engineer.
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