Posts

Google’s mission statement anno 2024 is “to organise the world’s information and make it universally accessible and useful”. The failure to execute against that mission since the rise of LLMs has been epic. I’m not talking about the recent damage to their stock price or the latest earnings calls. I’m talking about Google no longer being relevant to how humanity accesses useful information from 2024 onwards, and not having the wherewithal to take decisive action on that change....

Feedback happens when: There’s a high confidence it will be well received. Are you easy to give feedback to? There’s a likelihood it will make a difference. Have you demonstrated a willingness to change based on feedback? The work has been inspected. Are you clearly holding up your work for review that might elicit feedback? The work is well understood. Have you communicated in detail about the work and highlighted areas that might be especially relevant to get feedback on?...

Bear Forest Studio

Teams perform better when: Information flows free and fast. Accountability is clear and implicitly expected. Trust is high. Teams perform better - and deliver strategy more effectively - on a foundation of strong relationships. But relationships to who? On the left: Relationship strengths when a team leader tries to build connections, information flows, and work around themselves. This can create dense and strong relationships with direct reports. This is, all else being equal, a good thing....

Not a trading book, really. A mindset book, based on trading examples. Core ideas: Humans seek to avoid pain above all else. How well you can moderate that automatic response will determine a lot about how well you can do in life. There’s not a lot more to it, although the specific mechanics are much more detailed in the book. Interesting tidbits: 90% of traders are failing - they lose money....