Mihir Desai

So you could view this as being a reflection of that.

You could view this as a reflection of what you just mentioned, which is maybe minimum wage laws.

Or you could view this as a reflection of a strong tide lifts all boats, which is just a very strong economy, very robust labor markets.

I tend towards that latter explanation.

I love that, young me, and I think you're absolutely right.

Those names you named were exactly right.

Even in the retail sector, people like Doug McMillan at Walmart, a lot of folks who are doing really good work.

You know, it's weird.

I used this term for Musk a while ago, and it's really stuck with me, which is,

There's this id of managerial thinking, which he just personifies.

But then there's like the ego, the good people who actually reason through things.

And that's like a Tim Cook.

And I think that is what we should be paying a lot more attention to.

So I'm completely on board with you, young me.

Yeah, I agree.

Mihir?

So, we could easily have had the following happen in 2022.

Russia could have easily won in Ukraine.

We could have had a bunch of election deniers elected in the US.

There could have been a coup in Germany.