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Love this newsletter! Great insights and a great portal to other worthwhile explorations.

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I've also been enamored with David's podcast. So well done, and my favorites have been about Edwin Land and Estée Lauder.

What I've enjoyed most is how David cross-references his other podcasts like a deep-linked blog post, and with such enthusiasm. It makes you want to listen to everything else he gets excited about.

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Totally...I love the repetition and how it's fractal...he loves how the Founders are repetitive often taking a couple simple ideas and just taking them seriously and as far as you can take them!

There's no fancy intro or outro...David just cuts to it. It's a cool aesthetic actually

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I’m listening to this Senra interview and the themes are intriguing, but I couldn’t help but think about the dangers of survivorship bias when analyzing the habits of ultra successful people. I think the most important point Senra makes is that bit about Warren Buffet talking about being in the right industry at the right time -- they are basically talking about good ole fashioned luck. Of course these other traits are important because they enable exploiting favorable moments, but luck itself is a crucial ingredient.

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Ofc that's always a concern and ofc there's luck. But Thorp knew Buffet was the real deal at age 36 after 1 dinner so yea it's complicated

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