In the OODA loop, you don’t usually get paid for the observe and orient work. So if you’re in OO-dominant mode for too long you’ll run out of money unless you have a lot of capital. Conversely hand-to-mouth existence is all DA, no OO. Capital (=PE) levels predict OO-dominance.
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I understand your point; I’m saying this analogy is yours, not his. :)
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Ah yes, though it’s so obvious I expect he’d have discussed it with business minded acolytes like Chet Richards re Toyota lean etc
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