Money and Finance
Links
Shane Parrish talks to Jason Zweig in the latest The Knowledge Project podcast (LINK)
Related book: The Devil’s Financial Dictionary
Rationally Speaking podcast with Phil Tetlock [H/T @jasonzweigwsj] (LINK)
Related book: Superforecasting: The Art and Science of Prediction
Jim Chanos'
Grant’s Conference presentation (LINK)
An interview with Eric Schmidt [H/T Matt] (LINK)
There is a size at which companies begin to fall in on themselves. Google has done well because the founders are so talented and brilliant. Google, Amazon, Facebook — they all have strong founders and leaders. Steve Jobs thought Google was doing too many things.
We spent two years arguing about whether we should change the logo. Our mission is to organize all the world’s information. The three of us visited Warren Buffett in Omaha. Alphabet is an attempt to build a holding company like Berkshire Hathaway out of an existing operating company. It’s never been done before.
We didn’t even know how many Alphabet companies there would be. Google Life Sciences will be one. Calico, Google Fiber.
We’re trying to push the Alphabet companies to be separate companies, not divisions. Warren Buffett loves to hire people who would run the companies whether he hired them or not.
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Links
Shane Parrish talks to Philip Tetlock on The Knowledge Project (LINK) Related book: Superforecasting: The Art and Science of PredictionGoogle and NASA Hope Lightning-Fast Computers Will Unlock the Secrets of Nature [H/T Matt] (LINK) Ian Morris'...
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Links
Latticework of Mental Models: Do Something Bias (LINK) For Google’s New CEO Sundar Pichai, a Low-Key Style Pays Off (LINK) Buried in the Wordplay: Life Sciences Graduates From Google X - by Steven Levy [author of In The Plex: How Google Thinks, Works,...
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Links
Warren Buffett’s Family Secretly Funded a Birth Control Revolution [H/T Linc] (LINK) Donald Yacktman: "Viewing Stocks as Bonds" | Talks at Google (video) [H/T ValueWalk] (LINK) Value Guru Joel Greenblatt's Performance Could Be A Sign Of Overheated...
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David Kass' notes from the Berkshire Hathaway Annual Meeting (LINK) IAEA Board Approves Agreement for Hosting the IAEA’s LEU Fuel Bank [H/T Linc] (LINK) [Related 2006 article: Mr. Buffett’s Excellent Idea] Richard Thaler visits the London...
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Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
Money and Finance