The market share / volume vs. margin piece, using containers as a historical parallel, was phenomenal. We need to have a lot of high profile execs talking that way.

Who is Feathers McGraw in this scenario?

Two broad categories encompass a very large percentage of manager speech:

- Talking their book, or
- Talking out of their depth

Congrats and well deserved, John. And thank you for always posting these here - it was very much appreciated.

Look, it's only the second inning of the all-night dance party aboard the train that is leaving the station and is heading for Mars, where we'll see the paradigm shifting arms race for the Crown Jewels of the fourth Industrial Revolution.

From a public market perspective, it has to be the most influential private company ever.

The $5.8 trillion controlled by those 1,135 billionaires is about 38% more than the combined wealth of the bottom half of households in the entire country, per the Federal Reserve.