/ Reasoning Through Things

Another interesting bit that Jensen Huang (NVIDIA CEO) has pointed out previously (wrote about it here)- value in his input is showing people how to reason through things. Reasoning through things is very much the black box/process.

This is more of

• laying the ground work
• understanding the boundary conditions
• understanding the framework and imagine maybe how iteration may work, and that it is constantly iterated into eternity
• try to get, if possible, some idea of the input and output (all three parts of entire process)

I don’t to think any parts of the equation (input, reasoning (process if used as a verb, although I like use it as a noun to describe the whole entity holistically end-to-end), output need too much explanation on why improving any parts will be very accretive to whatever you do, but for completeness sakes:

• speed matters
  • yes some things you need to slow down and take your time
  • yes people say to go slow and do it accurately the first time
  • this isn’t part of that. no one ever said to run before walking BUT if you need to compete with other people or if you want to try something new for the novelty sakes and to see what happens, then run
  • my favorite examples of when moving fast is essentially two examples of investment firms (but for any example, it can be company) whose edge is clearly articulated as moving fast. what does this mean:
    • the company buys things (their role is the buyer).
    • sellers may either want to sell something fast (they need the money quickly, it is too much of a headache to maintain, they want to move on to their next phase of maybe doing nothing or creating something else, problems are approaching soon and they don’t want to deal with them) OR maybe move slower (they aren’t in any rush, they really care about the ownership after
      • for all I care, you could be selling companies or you could be selling fine china at a garage sale. maybe Tom sells Jim a set of fine china at a discounted price because it is one of the last items at their garage sale and they don’t want to house it, or they need to move out and at this point they’d expect no return on the item much less a huge discount. Maybe he keeps the China and sells it next year at a better price and doesn’t cost them to hold it.
    • the company strives itself on doing a lot of preparation work, knowing what is out there or what COULD be out there, defining what they like and don’t like, and coming at the process from an angle of proactive vs. reactive. this enables speed and that has enabled their edge.
      • interestingly enough, of the two firms I am thinking about, one was first to being fast (where all of their competitors were slow) but their moat of being fast is less durable and enduring. it is more easily copied and that edge is arb’d away. the other firm has a larger moat and is much harder to copy (for a few reasons).