On balance, I would consider this a fair appraisal. Black swan companies get built because it is the right time. Obviously, it takes skill to know when that is

On balance, I would consider this a fair appraisal. Black swan companies get built because it is the right time. Obviously, it takes skill to know when that is and that the right time is a range. As time goes on it gets easier to do these things, ie electric cars. These were really hard to do in 2005 but now they seem rather obvious. Be early, be correct, and be gritty.