Weird how the best conversations happen with people who have nothing to sell you

Underrated life advice: Learn to take a beat. Anyone can react instantly. But most damage is done in moments of impulse. Anger wants speed. Ego wants the last word. But wisdom is giving yourself space to think. Slow your reaction and you’ll improve almost every area of your life.

Nvidia literally told where to invest: IP: $ARM Fab: $TSM $INTC Memory: $MU $SNDK $WDC Packaging: $ASX $AMKR $CAMT Equipment: $KLAC $LRCX $ASML $KEYS Networking: $COHR $GLW $FN $LITE $APH Servers OEMs: $DELL $SMCI $JBL Power Systems: $FLEX $VRT $ETN Power Electronics: $STM $ADI

your smartest friend has 11 half-built things. your most successful friend is boring as hell.

You are your own worst enemy. You waste precious time dreaming of the future instead of engaging in the present. Since nothing seems urgent to you, you are only half involved in what you do. The only way to change is through action and outside pressure.

The personality type that showed up most frequently in our research on true outlier founders wasn’t “leader” or “visionary”. It was “difficult”. As children, we found most never did the group work activity in school. They were often the students who didn’t raise their hand in

Never trust people who more violently defend their excuses than their goals.

A lot of long term business success comes down to cycling through enough people over the years to filter for the top 1% that are all savages and love working together. Then the goals you go after just get bigger and bigger. And you add a winner or two every year. And never stop.

“It's shocking to me how few people actually give entrepreneurship a shot. The fate of the world over the next 1,500 years is riding on the people who actually want to give it a shot.” — Marc Andreessen @pmarca

Elon Musk avait dit un truc qui m'avait marqué sur l'allocation de ressources. En substance : passé un certain niveau de richesse, l'argent n'est plus de la consommation, c'est de l'allocation de capital. Cette phrase change tout. L'économie, dans le fond, c'est juste un

Just checked in on my agent swarm and they've built a wiki about their wiki, a knowledge graph indexing their knowledge graphs, and a monitoring dashboard tracking the performance of the dashboard that monitors their performance. When I asked for a status update one of them responded 'per our last correspondence' and CC'd three agents I've never seen before. My MacBook sounds like a jet engine and I'm pretty sure one of them ordered a DGX Spark on my credit card. I tried to dispute the charge and they sandboxed me.

The highest-value human work in the AI era will be in domains with sparse reward signals. Internalize this, or watch your value erode over the next decade. Math, programming, rote memorization, data science, all fucked. The classic “smart nerd” jobs are exactly where AI is

I'm calling it. AGI is already here – it's just not evenly distributed yet.

The people who build things will always outrun the people who talk about building things. Speed compounds. 90% of what stops us from shipping is imaginary. As AI gets better, the value of being a real human is skyrocketing. Most people still won't put their name on their work. Their loss. Ship the thing.

Competition is largely an illusion. 95% of people don't even try to do great things. 0.1% of the people are loud, so you overestimate how many people there are. The rest get stuck worrying about competition and quitting after 2 weeks.

If you don’t prioritize, everything seems urgent and important. If you define the single most important task for each day, almost nothing seems urgent or important. Oftentimes, it’s just a matter of letting little bad things happen (return a phone call late and apologize, pay

A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating. -- We are living through a period of compounding change. And in moments like

Operators get tired Owners get rich

“Life is wasted on the lukewarm. Anything you give your time and attention to should roil with the magma of yes.” — Maria Popova (@themarginalian) Listen to this special episode on how to simplify your life in 2026:

There is no substitute for the person who Knows What To Do.

Software was eaten by AI.

I need an AI agent just to keep up with all the new AI & AI agent tools launching every 10 minutes.

New media runs on speed. @pmarca on the OODA loop: "Speed wins." "If you can have a sustainably faster OODA loop processing cycle than the next guy... then if you think about what happens — let's say it takes an hour to figure something out." "It takes the other guy two hours

"We don't rise to the level of our expectations; we fall to the level of our training." — Archilochus

AI gives everyone speed. It only rewards people with judgment.

Replit CEO Amjad Masad: Being 'terminally online' may be an advantage. "If you want to work on a skill, it's going to be about idea generation." "Because the cost of implementation of those ideas is going down rapidly. It's gonna go to zero at some point." "So the bottleneck

It’s not about junior vs senior, it’s about “good with AI” vs “not good with AI.”

Pure software is rapidly becoming un-investable.

Ben Horowitz on the infrastructure behind the AI economy: "Crypto is the natural money for AI because it’s internet-native money." "AI is global. Crypto is global." "There needs to be not just a ledger of money, but probably a ledger of truth for AI to really fulfill its

taste is a new core skill

The solution to anxiety is action.

"It's easier to win an argument with a genius than an idiot." — Gurwinder Bhogal

The secret to investing is to invest in unstoppable people building inevitable things.

In Defense of Exponentials I used to tell founders, the reaction you are going to get to your launch is not hate, it’s indifference. By default, nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week, and I’ve never seen so much