Nvidia CEO: people with really high expectations have very low resilience. Success in life requires a high degree of resilience, grit, hard work and optimism.

If any investor/analyst meets $META management, please try to cure them from “offsetting dilution through buyback” disease as soon as possible. It’s quite ironic and sad that we need to teach this to someone who was paid $23 Mn last year.

Reminds me of the Novak Djokovic quote: “I can keep carrying on at a high level because I just like hitting the tennis ball.”

#10YearsOfExcellence As Ashoka University (Ashoka University) completes its first decade, we reflect on a journey of transformative education, unwavering commitment to excellence, and the support of visionary leaders and countless dedicated Ashokans. Our journey has been one of

10 out of 10 == High agency, open-ended problem solvers. Not surprising.

THE ART OF MAKING A MISTAKE (IN 5 STEPS) If your X timeline looks anything like mine, you haven't been able to avoid the drama going on in ReTwit recently. TLDR for those lucky enough to miss it: CRE GPs active on Twitter raised HNW LP funds to buy top of market assets funded

CHARGE 5-25X MORE FOR YOUR CONSUMER SUBSCRIPTION PRODUCT Consumer CEOs: Charging $20 monthly / $200 annually for your product means that you need 1M subscribers to get to $200M ARR. Given the high churn with consumer SaaS products (4% per month not uncommon) you will need to

Thread of cool maps you've (probably) never seen before 🧵 1. All roads lead to Rome

En el 2001 eBay era la mayor empresa de consumer internet del mundo y compró el 20% de MELI pagando $0 + una subsidiaria que tenían en Brasil. Luego compraron Paypal que por un tiempo fue la mayor fintech del mundo. Hoy MELI vale más que eBay y Paypal juntas. Esto es también una

Look at these guys. One works 16 hours a day. One works 4 hours a week. 2 billionaires. 1 mind-blowing lesson about success: (I can't believe no one has connected the dots) 🧵

This is Kevin Kelly. The close friend Tim Ferriss goes to for advice. He taught him a philosophy for life that made Tim stop giving a f*ck. Here's the philosophy:

Zuckerberg asked in an Acquired Podcast interview about the inventing/shipping culture at Meta. He makes a great point that IMO implicitly exhibits a principle called “imitate - assimilate - innovate.” I wrote about it in a memo (link in the next tweet). Zuck actually is shameless

This is what I learned about MANAGING MYSELF on my journey as a CEO from $0 to $25billion.

Ray Dalio's interview with Tucker Carlson just went viral. And he's NOT just talking about market predictions. Instead, he exposed a dark truth most Americans don't want to admit. Here are his 7 shocking claims about 'America's new Civil War': 🧵

It's shocking to see how badly the big tech companies are fumbling AI.

Guess who would be really happy with Trump’s tariffs? Warren Buffett That’s right. In 2003 he wrote an article pointing out our huge trade deficit problem and proposed a solution… tariffs! 🧵

This is incredibly beautiful and powerful advice on living from someone who died. I wish I knew her. A must read for the living.

I am finally formalizing my global idea hunting process and sharing large (relatively liquid) parts of our scored idea lists for further reading. Really enjoying this process as a self-forcing mechanism to flip through, read up on, and stay in touch with many companies globally.

Fun to commit to a formal monthly rhythm of hunting for new ideas. Already improving my daily rhythm. Excited to see how it compounds from here.