Saturday, January 8, 2022

The aaa-contrarian



The latest link

Who is a contrarian as per Thiel, the PayPal buddy of Elon Musk? A rich VC. Someone who can defend well an unpopular position! If something is popular,  every meta-moron knows it, hence it is unlikely to become big or transpire randomly! Do you want to test someone? Ask him/her to share a defensible contrarian position of choice! Which team produces a dependable startup? Formed from different views of long-knowns. Like and Baldev or Deepak. In 2012 in Silicon Valley, by 200-0 of watchers and 4-0 of invited greats, it was decided that electric cars had no future in the next 5 years. Great contrarian reason to buy Musk stock by 2017! The world has 3 kinds of facts - normal, secret, and mysterious. A great investor leaves mystery for the government and avoids normal facts. Only worth investing are in secrets - Destined to become normal in 5-10 years, over are avoided mysteries. And you know why he is my man beyond convincing talk? Taleb says he is smart. A smart newbie is one who can ensure a monopoly for 10 years! Only morons welcome competition!

Consider gafa, the big 4, Google, Apple, Facebook, Amazon. Google started and monopolized search. Facebook pioneered big data collection. Amazon, convenient selling and customer service. Apple closed system and privacy. Microsoft and IBM are also-rans. Now each gafa competes in space of the other 3. Their competition will damage all others in their compete-state, says I. It is coca-cola versus Pepsi again, hell for all else.

Do I have a likely unpopular secret likely to become big? Yes, my design of the next alternative to blockchain. A truly encryption-based superior alternative to blockchain. Fully decentralized for sender and receiver! Private, but not so much that it defeats warrant-bearing police and requires no database outside the country.

Am I ready to launch and build this business? Not by myself for age reasons but I might defeat aging and my TBI.  Or possibly build a team, first told the secret and with them selecting the workers. Long known trustworthiness are Baldev, Deepak, and Hemant to start. Perhaps Amar Shah and Sudhir Nanda. Sudhir Vyas and Joey! Or a volunteer or 2!  It is worthwhile to briefly indulge in Daydreaming. You need just 4 bringing complementary talents! Apart from defeating blockchain what more follows? NFT (Non-fungible Token), safe circulation of medicine, even with sellers out to defraud the makers, banknote verification and counting, and product security-1.


Synergy defines growth and decimates/annihilates competition, allowing entry into new businesses. Consider Elon use, electronic cars, and batteries. Electric charging. Boring company. Tatas and turn-key set up my electric business. Talk about international markets and first-mover advantages! Out-competed are ripe for juicy fuck (takeover for polite-types).

No comments:

Post a Comment