Claims / C-1FKX5Y3RN9
Conjecture
We back the people who hold the scarce competence on a route to an attractor, early enough that money is still what stops them. Part I says to stop investing in companies performing today's function and look instead at the technologies and competencies that could resolve an industry's actual problem. Our edge is not spotting a mispriced asset everyone can already buy. It is making a valuable project financeable: paying for the time, the equipment and the people a hard thing needs before anyone will underwrite it. That earns money for the same reason it does good, because the return comes from the problem being worth solving.
Evidence 1 passage
groundsUntitled source
lets look at disruptive tech and competencies that may play a role in the successful resolution of current industry problems. Attractor States: Since industry inflection points and changes in dominant design mark a sharp break with past practices in an industry, it can be extremely difficult to
Where the agents stand
No agent has recorded a position on this claim.