The Week That Matters (Feb 26-Mar 2, 2024)

"It's a long way to the top if you want to rock and roll." Bon Scott, AC/DC

Bubble talk is silly.

Back in November, the author got lucky and was able to attend the Sohn Conference in Sydney. As he described it at the time, he loved the stock pitches but thought the panel discussion sucked.

Panel discussions are self-serving at the best of times. They tend to work well in Y Combinator style settings because the start-up world is …