The Citrini think piece is great. Yes, I tore it to shreds in my episode, but it’s still a wildly thought provoking article. Just because I disagree with the conclusions doesn’t mean the thought exercise isn’t helpful. It shows that two investors can look at the exact same data and draw different conclusions. Extra information isn’t the primary driver of returns, superior judgement on the same information is. It will be interesting to see what happens over the next 5 years as agentic technology takes off.