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Invest Like the Best
Deep conversations with investors, founders, and operators about business quality, capital allocation, strategy, and enduring competitive advantage.
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Matt Huang - Investing At The Frontier - [Invest Like the Best, EP.420]
Patrick O'ShaughnessyMatt Huang
Matt Huang argues that illegibility can preserve upside because easily explained frontiers are more likely to be priced, favoring unusual founders and technical paths over memes and consensus.His ByteDance investment backed Yiming’s judgment despite disliking personalized news, while Paradigm paired builder-led crypto investing with Bitcoin near $6,000-$3,000 and Ethereum near $100.Stablecoins now exceed $200 billion on-chain and could modernize global payments, while FTX and organizational overconfidence show why trusted counterparties and technical conviction remain major risks.