In other words: Advertising works.

This is my approach.

I have hubris. But also some self-awareness.

20-50% into broad market indexes. 50-70% into messing around and generic picks.

Of my own picks, only a few have outperformed the s&p50p. Some are… not good. If I happen to find another nvidia I’ll be very happy. If I don’t, I’ll be able to retire at a not unreasonable age.

I’m really curious if they can make video injection of ads cost effective.

It feels like mangeling video streams into one, potentially re-encoding the video as they go… sounds expensive