This is exactly how I see it too. Specialists optimize within constraints, but alpha often lives at the interfaces, where hard limits meet incentives and narrative. Your Sand–Server–Market stack maps nicely to a scarcity lens: constraints upstream, leverage downstream, valuation in the middle. Looking forward to the next deep dives.
Hi there, thanks for reading and your thoughtful comment. "Specialists optimize within constraints" is exactly my experience. Incredibly smart people, but often missing the big picture stuff or second order effects. Domain knowledge is always great, but it is not everthing that counts. I have so many ideas that I want to explore, share and discuss. Glad I got you as a reader!
This is exactly how I see it too. Specialists optimize within constraints, but alpha often lives at the interfaces, where hard limits meet incentives and narrative. Your Sand–Server–Market stack maps nicely to a scarcity lens: constraints upstream, leverage downstream, valuation in the middle. Looking forward to the next deep dives.
Hi there, thanks for reading and your thoughtful comment. "Specialists optimize within constraints" is exactly my experience. Incredibly smart people, but often missing the big picture stuff or second order effects. Domain knowledge is always great, but it is not everthing that counts. I have so many ideas that I want to explore, share and discuss. Glad I got you as a reader!