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Fireside Alpha
@firesidealpha
Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives
Joined June 2026
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Zach Dell reveals his board member Antonio Gracias asked only one question for two years, the business's constraint "And I've also learned a lot of this from Antonio Gracias, who's on my board and has worked fairly closely with Elon for decades." "The first year or two of working with Antonio, basically every conversation I had with him, and still to this day this is the main focus of all of our conversations, every conversation was the same." "Hey, Antonio, how's it going? Good. How are you? What's up?" "You know, Zach, what's your constraint? Like, what's the constraint of the business?" "And I would just answer the question, and that's all we would talk about. That's it. What's the constraint? What's the constraint? What's the constraint?" "Like, if we agree on the mission, the vision, and the strategy, okay, we're good there. What's constraining us to get to that? Let's just focus all of our time and energy on that."
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