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.

Credit: bantersnaps

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