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Yuval Ariav

Aug 9, 2026

25:54
... anyone can, can disagree.
25:56
[clears throat] So I, I, I, I'll tell you, I, I think you're absolutely right.
25:59
I think being-- You know, going with the consensus, um, is, is not very-- is not a very difficult thing to do.
26:12
I think being a consensus investor is difficult because you need to figure out who's doing what.
26:18
You need to build the reputation and the value add and have the skills to really understand, you know, why this consensus company versus that consensus company makes a better investment.
26:30
Uh, I think getting into hard, you know, kind of the, uh, um, uh, highly sought-after deals is, is a skill.
26:40
Um, but I think figuring out what the consensus is, is easy.

19 MINS LATER

45:27
... what, what do they think about all of this?
37:21
Why are they so lost?
37:24
I think generally in the West, we've somehow...
37:29
Okay, I'll tell you.
37:33
In the past, largely because I think when we were as a society, our view to the world was more editorialized.
37:45
through a very small number of media outlets, you had tastemakers which generally could nudge us into identity.
37:58
And I think part of that is the importance of community.
38:04
Part of that is in the things that you read and saw, there was an echo of the general values of society.

16 MINS LATER

53:44
The next best or the one that will outrun Next Silicon?

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