In this interview, Shaun Maguire discusses Elon Musk's success, attributing it to Musk's individual talent combined with a highly trusted inner circle of about 20 people who execute his vision with precision. He draws parallels between Musk's approach and the French math collective Bourbaki. Maguire emphasizes Musk's ability to identify and cultivate talent, giving individuals significant responsibility and rewarding high performance. He also touches on the importance of execution, speed, and a high bar for quality. Furthermore, Maguire shares personal anecdotes and frameworks for assessing talent, drawing from his experiences in mathematics, algorithmic trading, and military service, and also shares his contrarian investment strategy, using NVIDIA as a case study.
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