"True innovation lives where deep technical insight meets ignored, convention-bound assumptions. There's a kind of arbitrage in innovation that's easy to miss because it doesn't look like arbitrage at all. It lives in the gap between what physics allows and what institutions assume is possible. The reason it persists is that exploiting it requires developing genuine expertise in domains where most have neither the background nor the patience."
"In 2019, I invested in SpaceX. What caught my attention wasn't the headline features like reusable rockets or lower launch costs. It was watching them systematically demolish constraints that the entire aerospace industry treated as fundamental. At the time, many investors, including me, were busy arguing about software multiples and growth loops. SpaceX was doing something much rarer: showing that a large fraction of what we call "impossible" is really just a coordination problem that no one had been sufficiently motivated to solve."
Deep breakthroughs arise by identifying and collapsing assumed constraints that are actually habits, incentives, or historical accidents. Significant opportunity exists in the gap between what physics allows and what institutions assume impossible, requiring specialized technical expertise and patience to exploit. SpaceX demonstrated that systematically challenging entrenched industry constraints can convert apparently impossible goals into achievable outcomes by treating them as coordination and engineering problems. Traditional linear models of innovation fail when they treat constraints as fixed; solving real-world problems often requires integrating scientific insight with practical problem-solving and recalibrating incentives and motivations.
Read at Entrepreneur
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