Yeah we're sort of just debating the implied definition of something left purposefully vague, but I don't read this particular essay as an investment thesis thi

Yeah we're sort of just debating the implied definition of something left purposefully vague, but I don't read this particular essay as an investment thesis thing at all. His motivating examples are pretty much all musicians and theoreticians there's no investing in those things. To some extent those examples are metaphorical of course, and I'm certain he is thinking of at least some entrepreneurs as having done "great work". But I still take the essay more at face value that it isn't primarily focused on the kind of wildly lucrative "great work" that makes a good investment.