So i got the chance today to dig deeper with juan on breaking out of local maximas An obvious example of it today is streaming, where despite having many subscriptions you still can't see movies you want (or even impact which types of movies get made or if seasons continue) He analogized it to nature & evolution, where you have the core (local maxima) and different probes that are experimental in nature. If one takes off, then we have more of them seeded across the genetic tree So we should keep our local maxima but invest in ideas that can help us break out to the next level Instead what we often see is the opposite, where once a company captures a local maxima they do all they can to protect their moat & prevent a competitor from breaking out to the next level