152: Pentagon Goes Nuclear on JEDI, What's Your Edge?, Time Travel, Andy Jassy, Josh Tarasoff, Ocado Robots, 1% Vaccinated, Nintendo's New Switch, and Mad Men Subtext
152: Pentagon Goes Nuclear on JEDI, What's Your Edge?, Time Travel, Andy Jassy, Josh Tarasoff, Ocado Robots, 1% Vaccinated, Nintendo's New Switch, and Mad Men Subtext
Greenlea Lane Essay-
"I think of the highest quality companies as being in a class of their own: the 99th percentile is
not 10% better than the 90th percentile but 10x better. Linear thinking and analysis—though
they play an important role in building a full understanding—are insufficient for revealing
superlative quality. A superlative company is best understood on its own terms, not by way of
comparison or analogy. Because the best companies are so good, are so rare, and defy
standardized methods of analysis, I suspect they remain undervalued for a long time"
🧠💪🤙 Oh.. Indeed!