14 days ago
Both for investment returns and intellectual interest it is quite positive to learn to appreciate the beauty that lurks under (almost) every bit of human activity. t.co/1ITRaLSaZO
Ever wondered how beer arrived at the local supermarket without freezing, despite sometimes traveling in trucks without temperature control? The answer involves specialized professionals and software. (Stormpulse/Riskpulse which was my first Angel investment and was acquired.)
Logistics, infrastructure, etc suffer from a want of people skilled at telling their stories; they do not suffer from good stories to tell. See e.g. booming YouTube genres where non-expert young’uns narrate over footage of e.g. water treatment plants. I could lose days.
The multi-party multi-national precisely orchestrated symphony with a performance budget denominated in milliseconds that happens every time a credit card gets charged is heard by far too few.
I think there’s something trainable here, some sort of “eye for the general factor of infrastructure.” I had sometimes surprisingly good intuitions for how systems that were novel to me (and in some cases to world) worked last year, and successfully improved them for vaccines.