Links - 09/28/2023
“Layers of redundancy are the central risk management property of natural systems…. Redundancy is ambiguous because it seems like a waste if nothing unusual happens. Except that something unusual happens—usually.” —Nassim Taleb
A Conversation with Brian Bares and Connor Haley at the MicroCap Leadership Summit (video) (LINK) [Also, be sure to check out our interview with Brian Bares last month.]
15 Questions to Ask Management Teams, Revisited (LINK)
Related link: Asking the Right Questions
GMO Quarterly Letter | Beyond the Landing (LINK)
AI, Hardware, and Virtual Reality - by Ben Thompson (LINK)
The race for semiconductor supremacy | FT Film (video) [H/T Linc] (LINK)
Ray Dalio on the Great Wealth Transfer and Rising Internal Conflict (video, Part 1) (LINK)
Ray Dalio on the US-China Conflict and China’s Economic Challenges (video, Part 2) (LINK)
Kyle Bass: Wall Street is more interested in making another dollar with China than national security (video) (LINK)
Business Breakdowns Podcast: Boeing: Turbulent Times (LINK)
Sharp Tech Podcast: An Endgame for YouTube TV, Big Disney Decisions (And Whether Bob Iger Should Make Them), The Era Beyond Peak TV (LINK) [There was some great discussion on Disney and the decisions it has to make in regards to streaming.]
Decoder Podcast: Mark Zuckerberg on Threads, the future of AI, and Quest 3 (LINK)
Business Wars Podcast: The Rise of AI | Battle Bots | 3 (LINK)
Odd Lots Podcast: The Real Pain From Rate Hikes May Still Be on the Way (LINK)
Revisionist History Podcast: Guns Part 5: The Footnote (LINK)
The Tim Ferriss Show Podcast: #695: Shane Parrish (LINK)
Related book: Clear Thinking: Turning Ordinary Moments into Extraordinary Results
There were also a couple of book releases during the last week worth checking out:
Sports Entrepreneurship: Beyond the Big Leagues - by Christopher Mumford
Masterpiece in Progress: A Daily Guide to a Life Well Crafted - by Sean DeLaney
“Each person is born to one possession which out-values all his others—his last breath.” —Mark Twain