We recorded this conversation in the middle of the Iranian contingency, and we spent most of our time on what winning actually means in a theater like Iran.
You might also like
The biggest investing errors come not from companies that fail, but from companies that succeed in ways you didn't anticipate. You prepare for the future by studying how the past was different from what people expected.
Morgan Housel — The Psychology of Money
We believe we have identified the largest actionable total addressable market ("TAM") in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications.
Trungphan2
The big difference between successful people and unsuccessful people is that successful people say no to almost everything.
Charlie Munger — Berkshire Hathaway Annual Meeting Q&A