Molson Hart

I don’t know quite how to phrase it but the #1 thing would be to instill confidence through words/narrative. In other words, the opposite of what these executive branch idiots are doing now.

Whether it's confidence, loans, loan guarantees, public ownership, quantitative easing, or just giving everyone thousands of dollars... none of these will be able to cure the demand shock from prolong covid19 social distancing.

Hot take: I think we’ll all be wearing effective masks in high-risk situations <6 months.

Well-reasoned, thoughtful take: you're right. I really dig how you changed your mind. I hope I can be so great as to when the facts change.

Have you thought about getting in the mask business? Seems to play to your strengths (d2c, custom products, china manufacturing contacts).

Yes, but very briefly. I basically ran in the other direction. 1. Doesn't align with my long-term goals and life is too short for anything that doesn't 2. Very risk. Government can come in and ban you. Amazon can too. 3. Requires licensing (maybe) 4. Everyone I know is.

Oh cool then. On 4 — that’s great! I’ll buy them. :-) The trick in this stuff (for me) is to say “OK everyone else is going to make masks. What opportunity does that create?”

Selling gold pans to the panhandlers. My problem with capitalizing on these ideas is that I lack the stable of talent to execute on my (sometimes) good ideas.