Yes, that’s right. I saw what I could succeed in. I never considered myself very bright, and I always thought of myself as mathematically mediocre. So I figured that probably, like your college runner who has difficulty breaking a ten-second hundred — well, breaking an 11-second, shall we say, 100-meter — realizes that their best shot is to rely less on strength and speed and more on self-discipline, planning, and long hard work. Yes. That’s the way I do science.

I don’t remember which writer said this, but in an interview, a prolific novelist was asked, “Do you write only when you’re inspired, or do you write all the time? Do you wait for the muse, or do you just kind of knock it out? You can just sort of spin it out?” And he said, “Well, I do wait for the muse. I write when the muse comes, but fortunately she shows up, like me, every day at 9:00 a.m.

Right. It saves you from giving up. This present novel that will be out — Villages — I several times thought it might be a bad idea and kind of abandoned it. So, it was really the habit — the habit of writing that kept me at it in the end. It was like a bad marriage. I mean, whatever. This is the wife I’m married to here, and I’m going to finish this book. Finishing it becomes the only way to get rid of it. So yes, it’s good to have a certain doggedness to your technique.

It’s best to start writing when you wake up in the morning, or afternoon, or whenever it is you wake up. Just start then, because you are closer to the dream state than at any other time in the day, which means the imagination is really working on all cylinders, and it means that whatever it is that manufactures sentences in your head is very fresh, and you have all kinds of slants on things that by the end of the day you won’t have, or you will just lose along the way. Further advice I have not.

I told our Ariel team, we are not going to limp out of COVID. We're going to slingshot out of COVID. We're going to be pulling that rubber band back and back, and we're going to be warehousing ideas, and getting work done, and so when this is over we will pole vault ahead.

I wrote about this in our first quarter client letter, actually, the concept of polycrisis, and I talked about the fact that my belief is that we've all become firefighters.

I literally said to them - all of our faces were on the - in the boxes on Zoom. And I welled up. And I said, oh my God, this is my dream. This is what I want - I've wanted to see my whole life of working at Ariel and all the things we've built, and making sure we all have a shot at this - narrowing this wealth gap, and putting our stamp on the industry and society.

So I started with this idea of could we do private equity totally differently than had been done? One of the major features of what we do is something called demand aggregation, where we go to corporations and what we call the CPO, the purchasing officers of those - chief purchasing officers. We developed a council of Fortune 500 companies.

Well, I think I am her in some ways. I grew up with a mother who said anything is possible. She had a grand vision of life and a grand vision for me. And she didn't know what it would be, but she just constantly told me whatever I wanted to do would happen. That's what she felt about her own life, and still does.

I could be strong and not tough. I could be kind without being soft. ... But in that moment, that olive branch of kindness was actually one that became a physical hug, and I think it taught me and the room a lot. And I said: You know what? I think this is an advantage.