DNA = Double Helix
MRI = Fourier Transform
Algorithms = Discrete Math
Markets = Probability
Architecture = Geometry
Motion = Calculus
Music = Ratios
Art = Symmetry
Planets = Orbital Mechanics
AI = Linear Algebra
Cryptography = Number Theory
Graphics = Vector Calculus
Epidemics = Differential Equations
Earthquakes = Wave Equations
Search Engines = Graph Theory
Robotics = Kinematics
Weather Forecasts = Numerical Models
Navigation = Spherical Geometry
Signal Processing = Convolutions
Quantum Physics = Linear Operators
Traffic Flow = Optimization
Internet Routing = Graph Theory
Energy Grids = Network Theory
Rocket Flight = Control Theory
3D Animation = Linear Algebra
Credit Scores = Statistics
Cryptocurrency = Blockchain Math
E-Commerce Pricing = Game Theory
Ecosystems = Dynamical Systems
Language Models = Calculus + Algebra
Supply Chains = Operations Research.
To all Airlines, Pilots, Drug Dealers, and Human Traffickers, please consider THE AIRSPACE ABOVE AND SURROUNDING VENEZUELA TO BE CLOSED IN ITS ENTIRETY. Thank you for your attention to this matter! PRESIDENT DONALD J. TRUMP
Elon Musk on why engineers should lead technology companies
“If somebody is going to lead something in technology, they must themselves be good at technology. If they’re going to lead something that involves complex engineering, they must themselves be good at engineering. They don’t necessarily need to be the best engineer on the team, but they need to be very competent in their field. This is incredibly important.”
Elon continues:
“To me, if somebody’s leading an engineering department and they are not good at that, that would be like a calvary captain who can’t ride a horse… It’s not inspiring. A calvary captain must be able to ride a horse. They don’t need to be the best horse rider, but they must be competent in this regard. Otherwise they cannot evaluate the talent of the team, and they don’t understand the technology that’s being developed.”
He gives Boeing as an example:
“I don’t want to pick on the [former] CEO of Boeing [Dave Calhoun], but he’s got a degree in accounting. You want to have someone who knows how airplanes work running an airplane company… I think that’s pretty important. I think it’s vital.”
Video source: @WestPoint_USMA (2025)
New podcast on recruiting (full episode). Links below.
Curate People
0:00 The Best Only Want to Work With the Best
3:49 You'll Never Be Able to Hire Anybody Better Than You
6:45 Break Every Rule to Get the Best People
10:19 It Just Takes a Small Group of People to Create Something Great
14:56 Find Undiscovered Talent Before Everyone Else
19:04 Great People Have Taste in Other People
21:24 Every Great Engineer Is Also an Artist
25:34 Early Teams Look Like Cults
27:59 You Can’t Make a Product that is Simple Enough
30:37 The Founder’s Personality Is the Company
34:45 Good Teams Throw Away Far More Product Than They Keep
38:41 All New Information Starts as Misinformation
40:47 Geniuses Only
44:24 Practice Your Craft At the Edge of Your Capability
49:14 Curate People
How Should Botswana Respond to Angola’s Invitation to SADC Diamond Producers to Buy De Beers?
First What is the De Beers Group (DBSA)?
An extremely successful vertically intergraded diamond company with operations in exploration, mining, sorting, distribution, luxury diamond jewelry retail, synthetics, R&D centers. https://t.co/60vnrjZBxX
A 137yrs old strong brand all be it associated with South Africa’s colonial and racial legacy.
On the question above, there is no silver bullet. But a few basics are clear.
Botswana’s leaders cannot afford the country’s vision for its most prized possession- diamonds and its partnership with De Beers to be externally driven. Nor can Botswana afford to undermine the value of De Beers a company it owns, strengthened through contribution to revenue and market leadership for years. With reserves second only to Russia, Botswana is a logical partner to any buyer of repute. The question therefore becomes, ‘who is worthy of Botswana’, and not ‘whom Botswana is worthy of?’
Top are SADC countries with a meaningful stake in the industry and like Botswana are in partnership with De Beers -(Namibia and Angola). A partner with knowledge of operations mid and downstream of the industry to grow demand based on robust distribution and marketing strategies necessary to revitalize the ailing industry is vital. Countries contribute the resource, but a commercial partner unlocks value. This report makes it abundantly clear that supply is not the problem. https://t.co/rGN4e9Da1r
Should Botswana acquire a controlling share in De Beers?
Several factors suggest this is ill-advised. Firstly, the Government has a poor record of running companies and nothing suggests any change. Importantly, Botswana is unlikely to raise finance but if successful the financial risk is huge. Equally, a partner with industry expertise and their financier are unlikely to settle for a minority share. Partners that accept such terms would most likely have a short-term goal. With industry fundamentals changing, confidence and demand falling, Botswana could end up with stranded assets. After all, why Anglo is selling after a century? https://t.co/4JnI4t82HL
How should Botswana position itself?
A nominal increase of equity to avoid dilution.
Use its reputation to help stabilize the market.
Consider consolidating rather than expanding investments in diamonds, to eliminate concentration risk and resources duplication. Botswana is a shareholder in two diamond mining companies- (De Beers (15%) and Debswana (50%) and has direct and indirect shareholding in two rough diamond trading companies-(ODC. (100%) and DB Sightholders) Increasing investments and assuming only an upside is naive and exposes the country to financial risk from losses, periodic shareholder guarantees and loans. https://t.co/nVh0BiNvxv.
What of ODC?
ODC’s business model/commercial viability needs reassessing. ODC relies on De Beers IP, has no independent clientele and sells to De Beers clients while depending on Debswana and De Beers for marketing diamonds. Surprisingly, unlike De Beers, ODC is not obliged to supply factories in Botswana. What is the value-add?
@debswanacompany
@Endiama1@debeersgroup
#Namdeb
@VictorBaatweng@SpencerMogapi@MboBW