Giuliano
 @Giuliano_Mana

I read different things and share the interesting ones | DMs open.

 Buenos Aires, Argentina
Joined April 2022
"When you find a genius, give them all power." I've been obsessed with this idea for 12 months now. I learned it from Munger but then saw all successful people apply it. From Steve Jobs to Robert Oppenheimer. Thread:
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Good book. Finished it earlier this morning. I'll have to turn to some history before Sam Walton's autobiography.
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Richard Feynman's best definition of Science.
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In his best speech, Charlie literally explained why this happens while no one says anything.
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Munger saw this a mile away. Economics and finance are extremely complex fields. But we refuse to accept this and get a false sense of precision out of using numbers. 'Both are in a trend of endlessly complicated and hopeless math'.
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Because of the success of physics, people want to apply math to absolutely everything. They write all these complex equations and suddenly everyone thinks they are true.
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We don't explicitly teach the importance of scientific integrity. Whenever we do an experiment or say anything, we must mention what might invalidate it. But everyone fears being wrong, so we just don't do it.
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Some things are unknowable, but it feels like some people don't realize they're unknowable. And that's because they don't experiment. Thinking alone is not enough. Knowing anything requires thinking and doing.
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They'll say they 'know' a bunch of stuff. That they follow the scientific method and all. But their claims are about things so complicated that it makes you wonder. "How come they know this?"
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Feynman believed there is a kind of pseudoscience. Disciplines that claim to be science but are nowhere near.
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I thought I knew what science was until I found Richard Feynman. Feynman was not only among the most brilliant people on earth, but he always said what he thought was true.
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I didn't remember Munger's list was cleanly laid out in the book itself.
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Richard Feynman.
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Look for craftsmen who are also grounded in financial reality. People who could very well live in a garage but who truly want to make their vision a reality. They understand systems and customers. They are Quality manufacturers.
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When doing anything, aim for Quality. The best way to understand it is through an anecdote.
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Be too romantic and you'll not make a profit. Perfecting a product's appearance is capital intensive and almost always comes at the expense of functionality. And you might not even have the eye. It's risky.
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Be too classic and you are Boeing in the 2000s with a 'godly mandate' to just be an engineering company -> almost went bankrupt. Or phone companies with ugly, unusable products. Phones were dumb before the iPhone
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Romantic thinking is intuitive, imaginative, and a feel for aesthetics. The 'what' matters. Classical thinking is about systems, rationality, and logic. The 'why' matters. If a business goes too far in either direction, it will fail.
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There are two big narratives in this book: 1. Romantics vs Classics. 2. Quality. If you pay attention, you see both everywhere. Let's break them down.
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There's a philosophy book that ended up in the business world. It shaped from Apple's products to Nick Sleep's investment philosophy. Why I think it happened and why it'll stay:
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It doesn’t matter what field you are in, read this.
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