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TLDR ๐ The people getting hurt are the ones who treated chips as the binding constraint and power as something that would just fucking show up roughly on schedule. The disciplined ones who inverted that sequence, especially those who can still access capital, are positioned to keep the lights on, finish what they started, and potentially scoop up distressed capacity from the wreckage.
Discipline on the power side was the dominant variable, but it was not the only one.
@realpeteyb123 Exactly! Canโt stand either of them.
Chamath, with his beautiful wife who wouldnโt touch him with a ten foot pole without his wealth. ๐คฃ
@DaveShapi Being single makes you appreciate a good partner. Like the bitter and the sweet. Canโt appreciate the sweet without knowing the bitter.
In my opinion, having a good partner is ideal. But stints of the single life are healthy and enjoyable.