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What Bill Gurley Saw

Some careers can be made on the back of a single, wonderful idea. We take a look at what that looks like, through the lens of venture capitalist Bill Gurley's career.


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Enthusiasm Half-Life

Over the long term, enthusiasm for most projects fade with time. Here's one useful way to think about it.

Book Summaries

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Range

Range is a mediocre 2019 book by David Epstein that argues for the merits of being a generalist. Read this summary instead of the book, and subscribe to Epstein's newsletter instead.

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What The CEO Wants You To Know

Ram Charan's 2001 book on business principles is probably the best concise introduction to how a business works.

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How to Win in a Winner-Take-All World

Neil Irwin's 2019 book How to Win is a tactical book on career planning in a the face of macro-economic change.

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Obviously Awesome

April Dunford's book on product positioning is awesome, and has some overlap with those of us who are interested in positioning an individual career.

  
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The Games People Play With Cash Flow

One way that first principles thinking fails is when you build your analysis up from a deficient set of base principles. Everything is correct and true, but you still end up mistaken. Here's how that looks like in practice.


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How First Principles Thinking Fails

Thinking is split roughly into pattern matching against experience, and reasoning from first principles. Here's one argument for why you need both.