customers will not come just because you build it. You have to make that happen, and it’s harder than it looks. - Peter Thiel

Just as the legal attack on Microsoft was ending Bill Gates's dominance, Steve Jobs's return to Apple demonstrated the irreplaceable value of a company's founder. In some ways, Steve Jobs and Bill Gates were opposites. Jobs was an artist, preferred closed systems, and spent his time thinking about great products above all else; Gates was a businessman, kept his products open, and wanted to run the world. But both were insider/outsiders, and both pushed the companies they started to achievements that nobody else would have been able to match.

Primera, invierte sólo en compañías que tengan el potencial de recuperar el valor del fondo completo.

una verdad convencional puede ser importante, es fundamental para aprender matemáticas elementales, por ejemplo — , no te proporcionará ninguna ventaja. No es un secreto.