Are we proud of the way we show up? And is it financially attractive? If the answer is no to either, then we should either make the intervention to address the issue or get out.
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By the end of several days together, I found myself wondering whether Mr. Wonderful was the real Kevin O'Leary — or simply the most successful role he ever played.
Polina
The record of a money manager who merely stays close to the market is not an outstanding record—it is a record of someone who has successfully rationalized doing nothing. The question is not whether you beat the market, but whether you had the intellectual honesty to know when you had no edge and the discipline to act accordingly.
Seth Klarman — Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
I think it comes down to whether you think AI is more Oil or God, more 'an economically useful commodity that can be scaled and refined to act as a multiplier on everything we do' or 'supremely intelligent and powerful being that's going to wake up and make humanity subservient (if we're lucky).'
Packy McCormick