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Notes about things I've learned

Betting long on the quiet AI companies?

One of my all-time favorite books is *The Phoenix Project*. Toward the end, the character Erik shares this insight: > “I’ve long believed that to effectively manage IT is not only a critical competency but a significant predictor of company performance,” he explains. “One of these days, I’d like to create a hedge fund that invests in companies, taking long positions on companies with great IT organizations that help the business win, and short the companies where IT lets everyone down. I think we’ d make a killing. What better way is there to force the next generation of CEOs to give a shit about IT?”

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