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Leaders vs Laggards and The Value of Curiosity
If I had to sum up the key constraint on innovation (and by default, successful investing) in one sentence, I would say most companies (be they fund managers, industrial conglomerates, start ups and everything in between) value arriving at certainty over exploring the unknown. Be a laggard or slow follower at your peril!
Tesla AI Day: What it means for cars, the grid, and for humanity
Tesla AI Day: 5 implications for markets and humanity, that we should be talking more about