My conversation with Naval. Enjoy! (0:00) - The Theory of Everything (4:48) - How do you know what’s true? (7:51) - Groups search for consensus, individuals search for truth (13:07) - We have never run out of a single resource (15:25) - Are we destroying the Earth? (17:48) -

Fiscal.ai (formerly FinChat) Here’s why the spread is blowing out (and what it means): LTM free cash flow = $18.2B vs LTM operating income high 70s (Q2 OI alone $19.2B). The gap is capex: Amazon is fire hosing cash into AI/data centers 2025 capex now tracking >$118B (Q2 capex $31.4B, “representative” of

"There are answers woth billions of dollars in a $30 history book" - Charlie Munger Here are 6 incredible history books everyone should know:

Warren Buffett The king of kind capitalism

I think I’ll pause Graham’s for a couple of days. Heard great things about this book.

ever wish you could learn anything faster? > this is a guide to mastering multiple fields, connecting ideas across disciplines, and becoming the kind of person no one can replace > perfect for curious minds, builders, and future-proof thinkers

This prompt scared the shit out of me

Charlie Munger: "It's always been true that as anger comes in, reason leaves. So do you want to adopt a political point of view where you're angry all the time? If you do, welcome to the house of misery — and pretty low worldly achievement to boot."

"In allocating capital, activity does not correlate with achievement. Indeed, in the fields of investments and acquisitions, frenetic behaviour is often counterproductive." — Warren Buffett

This guy literally dropped the best life advice you’ll ever hear.

El maximalismo de Bitcoin no es un defecto, es una actitud vital. Mucha gente ve como un defecto que alguien sea maximalista de Bitcoin. Sin embargo, ser maximalista de Bitcoin es una postura lógica y eficiente, una actitud vital. Y voy a exponer por qué. Malcolm Gladwell acuñó

Dicen que no se debe comprar una acción cuando cae. Sin embargo, te voy a contar 3 historias de Warren Buffett 👇 1. American Express (1963) El “escándalo de la ensalada de aceite” hundió la acción un 50%. El mercado pensaba que la confianza estaba rota. Buffett vio que los

~10 years ago I invested in $AMZN after reading Bezos’s letters. I had $100k of capital to invest and put 27% into $AMZN. I’ve never sold a share, the stock has gone up 11x since. Patience and disciplined pays off: $27k to $338k 🌹

Discipline is the real competitive edge. Everyone at the top, Formula 1 drivers, UFC fighters, engineers at SpaceX; they’re all talented. They’re all smart. They all want it. The difference isn’t motivation, it’s discipline. Motivation is fragile. It comes and goes with mood,

here is my convo with Naval at Internapalooza we talk about: - curating who you work with (life as a search function) - the leverage explosion from code → AI → agents - what deep tech founders should do early in their careers - how to think about taste, design, and building

La importancia de comprender como funciona el dinero para saber el porqué de la creación de #Bitcoin. Leyendo el libro de: "Gracias a Dios por Bitcoin". Encontré el efecto Cantillon (siglo XVIII Richard Cantillon).👇🏻

3 great books worth reading every year 📚

Python Concepts Roadmap