Gilded Turd and Grubby Truffle aren't the only two combinations.
- Gilded Turd and Grubby Truffle aren't the only two combinations.
- You also can have Gilded Truffle: best of both worlds.
- You also can have Grubby Turd: worst of both worlds.
From other episodes
- Steve Strassmann has a frame, Delicious Poison and Disgusting Cleanup.2026-04-13
- LLMs do the gilding better than the fundamentals.2026-04-13
- A lot of emergent value things required a heavily commercialized large actor at the center.2026-04-06
- Can you muscle through the process or do you need a compounding process?2026-04-06
- A useful strategy move: figure out how to frame a product problem as a ranking problem.2026-03-30
- Everyone can tell a Gilded Turd has value at the beginning.2026-03-30
- Selecting for good enough and selecting for great pull you in two different directions.2026-03-30
- Short time horizons structurally select for Gilded Turds.2026-03-30