Expected. Palmer Luckey once said in a podcast that even "free" wasn't cheap enough when Oculus first debuted. They had to make it "cool" first. Regardless of the debate about its utility, the Rabbit is cool.

measure latency, not storytelling risksignal.substack.com/p/outcome-beat…

competition forces adaptation. protection only guarantees decay.

just read that the ftc nailed an “ai detector” startup called Workado for selling vibes as science. lesson: if your product pitch ends with “trust me,” regulators will make you open the hood.

there’s a weird comfort in watching public models get better every week. it forces a different question: what problem do you understand deeper than a billion‑parameter model? that’s the only moat that matters.

Warren Buffett retires after 60 years. His moat? Compounding judgment. Not flashy decks or buzzwords. Just consistent, clear decisions. A reminder: in a world chasing hype, steady judgment wins.

was chatting with a friend the other day. quit big tech. now fully immersed in the 'digital nomad' thing - juggling 3 online businesses, changing countries every few months. he sounds constantly on, perpetually exhausted. can't quite tell if he's found 'freedom' or just traded

break up with the idea of being a "founder" you chase the idea, you inherit its priorities. you focus on the wrong metrics because the idea rewards optics, not outcomes. readsignal.substack.com/p/breaking-up-…

judgment is the last skill that scales. - ai can code - ai can summarize - ai can generate but only humans: - choose what matters - know when to stop - call bullshit early if you're not training that muscle, you're becoming interface filler.

the most vulnerable job is the one where ai sets a new, much lower, 'good-enough' price point for the majority of the work, devaluing the human performing it. it's about repricing, not just replacing. writing a blog on this now...

most of the digital platforms in our lives are training us out of the very skills needed to thrive when we log off and face the real world. and it's making us fragile read more: readsignal.substack.com/p/the-algorith…

i see ppl obsessed with being seen. building huge online presences. and then i have friends who just want to build cool shit in private. work in the shadow. maybe that desire for privacy isn't fear. maybe it's just a different, quieter way to be free in a loud world.

had coffee with a founder friend yesterday. he's stressed about competitors copying his features. i told him stop worrying about being copied. worry about being outpaced. speed and building a real community around what you do. that's the moat now.

talent moats are drying up faster than the california reservoirs last drought. used to be your google title was a golden ticket. now ai commoditizes so much baseline skill. the value is migrating upstream. are you?

was talking to a friend who just got laid off from a big tech co. classic mid-manager role. he's scrambling, updating linkedin, networking hard. i told him maybe the move isn't more external noise right now. maybe it's listening. to the world's real signals (what's actually

A good friend of mine who is a Director of Product asked me what AI tools do I use to make standups “more efficient.” I said: standups are the inefficiency. All these new AI tools aren't here for you to optimize rituals; they here to make your question why they exist.