Thanks interesting duscussion. 41:30 that is a big key... bad process good outcome... but so many people, like I think polychain with axie infinity... just invest as a community service type of thing per olaf video... and that is thier big hit arbitrarily... so was that bad process? likely not per se, he did vet team, but just did not see much potential per se..... and he was way wrong on that. as it perhaps 10,000 X for him so much seems atbitrary.... but process is key, I think, especially for what I envisioned your investments more "convicted "and focused/risky versus a polychain type of diversified deal, yeah, what will kill you is repeating convicted bad process good outcomes...... but I think a risk of that is is that just you can have good process good outcomes and then the whole market structure changes underneath you for the next 10 years and you're still "highly convicted" with an old meta... diversification = longevity