On Jerry Neumann’s Productive Uncertainty (Round 2)
Today: A framework for researching Silver Lake, inspired by Jerry & Bill Janeway. A reading list. And schools in Germany.
The Agenda 👇
I decided to move forward with writing “11 Notes on Silver Lake”
My core thesis about Silver Lake was inspired by Bill Janeway
It also resonates with Jerry Neumann’s idea of productive uncertainty
How the two theses relate, and why it matters for Europe
A reading list for Silver Lake and their investment thesis
My children attending new schools in Germany