I gotta say, these bull-spirits are impressive adversaries. Very sex. So wow.
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Replying to @DanielleFong
I like Taleb's barbell. All-in in Feb when ppl in complete denial made sense, that denial wasn't durable. Now there's some durable denial, and long tail of sudden successful treatment discovery, to fuel animal spirits.
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Replying to @GregNN @DanielleFong
Still exists an arg to have huge exposure in hope of early game-changing funding. At the same time, there's going to be more crises in the future, even worse ones. Not now or never. Always a long game. Hard to balance.
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Replying to @GregNN
I definitely think that this is near the end of the run
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Replying to @DanielleFong @GregNN
Frankly I’m flattering them
7:10 PM - 4 May 2020
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