David Rosenthal: recommendation

Transcript context

…All right, what do you got on carve outs? I want to re-carveout your carve out from a couple episodes of Daryl Morey on Invest Like the Best. I listened to it after you recommended it. Daryl, now the GM and president of basketball operations at the Sixers, formerly the GM of the Houston Rockets, he's just brilliant and so fun to listen to, whether you care about basketball or sports at all. He was a computer science major. He's very, very interesting. Patrick is just such a good interviewer. He really is a masterclass in how to conduct a truly interesting explorative discovery based interview. I learned so much from it. I really enjoyed it. Yeah, it's so good. Okay, I have three. They're going to be fast. (1) My God, if you are not watching this season of Succession, it's the best television I've ever seen. Just remarkable storytelling. (2) I'm keeping a close eye, and I suspect many of you are as well. In the next month, Starship is scheduled to launch. SpaceX launch is always our who knows on the date, and Elon things always slipped, but it is on the launch pad. They're doing lots of pre-launch inspections and tests. It is going to be so freaking cool to watch that thing do its first launch. (3) I said this to David. David, have you watched it yet, Six Days to Air?…

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