Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

"In the private market, every time we're looking at a business, everybody's doing the same thing... Whereas in the public markets, there's tons of people competing, but they're all playing a different sport." - Dan Sundheim (Contrasting public and private market incentives)

"Taking the time to write something down—you actually really have to go through everything you plan to do and express it in a way that…