How long did you wait for 1 idea?

Refusal to die is different from living.

All your so-called hard-money guys keep touting milestones from a single idea they’ve been milking for years — a trade, a thesis, a narrative — something that maybe worked once, but can’t scale, can’t accelerate, and can’t adapt.

This isn’t about portfolio theory anymore. It’s about the velocity of consequence. The slow are worshipping their own obsolesc…