Earlier quoted context omitted.
I think if your perspective has enabled you to know things you wouldn't have otherwise, _most_ of that should just come through from the writing. It should be possible for you to write in a way that's convincing independently of who you are. A different person might not have been able to produce the same essay, but if the essay is the same, who the author is shouldn't matter too much (for a good essay).
I simply can’t see how this can be right. What we know about PG’s experience is a huge prior that shapes how we interpret what he writes. I think this probably explains some of the polarization we see in the comments - people who don’t know who he is see this as just a dumb blog post that seems to be getting too much karma. People who do, see it as insight from someone who is in a position to actually know something.
But I think good essays are ones where you don't need to really rely on that prior. A good essay is one that convinces you that what it's saying is true, instead of just asserting it and relying on the reputation of the author.
If an essay doesn't convince you directly, then:
a) the author just didn't take the time to provide an explanation
b) the explanation is too complex, or too difficult to materialize, it's something you just develop an intuition about
c) it can't convince you directly because it's not actually true
If you trust the author on the subject matter enough such that you're in a/b territory, then while I think an essay that explained more would be a better one, an essay that doesn't is still valuable.
But I think at least one concern is that we're actually in c territory. Especially with stuff like "picking winning companies", I'm hesitant to take things at face-value. It's such a complicated thing to predict, it's easy to succumb to survivorship bias. I'm not convinced that PG is just so good at it that things should be taken at face-value.