Did You Paint That?

/ Rethinking what I want this newsletter to be and balancing what goes in the newsletter vs. a separate article. Some more thinking-out-loud below, but otherwise, it doesn’t feel terribly informational. It serves more as a thought exercise. Feeling rather mixed about it. Thinking about it more. Shorter newsletter today. And another foggy day in San Francisco.

/ Thinking out loud about what drives investor returns:

• You’ve seen 100 deals on valuation/cheap/attractive, and this is the best bargain you’ve ever seen and I trust your pattern recognition / judgment is better than average

• You really understand how money flows, vehicles, structures, and this is the best systematically protected capital you can put at risk (NOT the same as cheap)

• You’ve seen 100 deals on excitement/growth/interesting-level, and this is the most exciting oppy you’ve ever seen and I trust your pattern recognition / judgment is better than average

• You get access to some unfair way to make money (systemic, clout, large player, government tailwind) and this is one rep of that

• You have a superior network and are more likable than other people, so they help you/show you oppys/give you their money making oppys more than other people

• You are just smarter than other people in your niche

• You outwork other people and engineer things to happen, that don’t usually happen

• You have superior overall judgment and prediction ability in terms of what will happen because you know what to look for / you understand the world better than other people

• Your ability to cultivate edge either in the same vertical you are in (grow the bar up) or can expand (grow the bars wide)

/ Original Content

I’ve had a conversation with my sister in which the question was posed, “How much of life is OC?”

What percent of life and things that come about are original content: true genuine inspiration and original thought.

Not a simple question since one could argue everything you think is OC is really a product of all C you have consumed to date, while another might say that anything new and novel is OC, even if it combines two existing things.

Good artists copy, great artists steal, bad artists actually make stuff?

Can someone who has never listened to good music create good music? Someone who has never seen or learned how to make good art create good art? Inherent genius and talent? But it is subjective? But that is fine; let it be subjective. At least you can separate a 6-year-old painting erratically on a 9×11 canvas piece of paper with a paintbrush from an abstract expressionist performing an experience on the same canvas with the same medium but with different techniques…right? right?

Tweets / Memes

-VS

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