Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Paid episodeThe full episode is only available to paid subscribers of Antifragile ThinkingSubscribe to watchSkin in the Game & Owner-Operator AdvantageSajal KapoorOct 04, 2025∙ Paid755ShareListen to this episode with a 7-day free trialSubscribe to Antifragile Thinking to listen to this post and get 7 days of free access to the full post archives.Start trialAlready a paid subscriber? Sign inAntifragile Thinking PodcastSajal Kapoor's SubstackAuthor of 'Framing Business Uncertainty'Twitter @unseenvalueSajal Kapoor's Substack Author of 'Framing Business Uncertainty' Twitter @unseenvalueSubscribeListen onSubstack AppRSS FeedAppears in episodeSajal KapoorRecent EpisodesEconomies of Scope: The CDMO Edge (SeQuent | Alivus | Solara)22 hrs ago • Sajal KapoorSubstack’s Subscription Grandfathering24 hrs ago • Sajal KapoorValuing the Metals Universe: The Hidden Rare Earth of Fat-TailsOct 2 • Sajal KapoorAT20: Don’t panic, pivot!Sep 29 • Sajal KapoorDonald Trump You're Fired: Pharma Edition!Sep 26 • Sajal KapoorRevolutionising Supply Chains: A Deep Dive into Technology-Enabled LogisticsSep 24 • Sajal KapoorBetting on Promise: a Small-cap, Two Nano-caps, and a Micro-Cap with Visionary LeadershipSep 23 • Sajal Kapoor