Gold

Learning how to break out of the cycle of doing the bare minimum and instead giving your all is a critical skill in life. Sadly, many individuals never manage to unlearn this limiting behavior and remain stuck in a state of stagnation and mediocrity. It takes courage and

The most useful razors and rules I've found. Rules of thumb that simplify decisions:

1/3: A common conversation I'm having a lot: “It's important to understand the drivers of enterprise value and how much incremental value a business can generate as money is invested”.

Your character is proven by what you do and how you treat people when you have the upper hand.

Juicy rainy day read: Venture Predation Thanks to the copious amount of VC thought leadership over the past decade, we have plenty of empirical evidence confirming that much of the theory laid out here was, indeed, intentionally pursued in practice

Love this quote: “Our deep belief at Benchmark is that our job is not to predict the future, but to try as best we can to see the present clearly" Sarah Tavel

you have to be regular-maxxing. you've gotta pick a random restaurant and decide you own it. it doesn't matter if its good, its yours. twice a week, you're there. work dinner? you're hosting. date night? no question. they've always got a table for you.

after 5 years of hard work in any job, you’ll accumulate 10,000 hours of practice, and be an expert/master the fact that most people leave gigs before that point is self-sabotaging—it’s only after 5 years you start getting good most people’s attention span is simply too short

“The glut of VC funding in the 2010s era was predicated on the idea that the bottleneck for big companies was funding. But it doesn’t look like more funding led to that many more gigantic companies.”

Seed Investments Have to Be Reasonably Unreasonable. If something is reasonable or too obviously a good idea, assume it’s obvious to everyone else. Do something unreasonable. Be right.

GOLD 🏆

If your employee isn't an A-player at day 90, they'll never be an A-player.

Loved this conversation with Todd Combs of Berkshire. Three ideas stood out to me: 1) Great investors are weird and love the process 2) We are all wet cement. 3) To compete, you need to love the game. To decide whether to compete, you have to deeply know yourself and your own

I'm obsessed with 1-person companies and keep track of all I can find. Here is the full list: • Star Dew Valley game generated $300M+ in revenue in 6 years • Digital Inspiration builds Google plugins and generates $10M in rev/year • Rego apps generated approx $100M+ in

More founders need to understand that ~20% growth + kinda sorta breakeven is a long road to nowhere and a waste of everyone's time (yours, investors etc.) Either invest in reigniting venture style growth (50-100%+) *or* start producing cash. Anything else is no-man's land.

Philippe Laffont presented today its annual “Coatue View on the State of the Markets”​. A must-read for investors, founders, and Big-tech employees. 1) Are we in an AI Bubble? Is NVIDIA a bubble? 2) Is Software Dead? AI-as-a-Service? 3) Last 12-month stock-market recap 4)

So powerful, Bertrand Russell on the modern man's paradox.

If you really care about something, you get hyper involved in the details. If it’s your thing, you notice the chair is too far to the left or the font is a bit too bubbly. If you’ve never owned anything, this isn’t always clear. But if you’ve gone through life being an owner—