A paradox in growth leadership: Experience often becomes a liability. Here's why: Our world is evolving at an accelerating pace. Yesterday's playbooks are today's limitations. Experience matters, but I'd choose high adaptability, curious leaders over experienced-yet-rigid

“Investment risk comes primarily from too-high prices, and too-high prices often come from excessive optimism and inadequate skepticism and risk aversion.” - Howard Marks

AI Markets Crystalize For subset of AI markets, it is suddenly clear who the finalists or winners will be: * LLMs * Code * Legal * Medical Scribing * Customer Service * Search & IR New cos (or incumbents) may still show out of nowhere, but at least v1 of game has crystalized

the world is mostly made of misunderstandings, and we need to struggle, every day, to work our way out from that

Millennial marriages are going stronger than any cohort since the 1950s 💥

Wouldn’t have had this headline on my bingo card the night LeBron James was drafted 😭 what a time to be alive

There is a lot of alpha in taking risks that others avoid.

hey friend, just wanted to let you know i’m plotting your rise to glory. planning your ascension. scheming on your victory, even.

"Think like a growth marketer but move like a hacker."

Like everything ⁦John Burn-Murdoch⁩ makes, this chart is amazing. The sharp decline in conscientiousness and rise in neuroticism among young people is astonishing. But also of note: literally every age group has gotten less extroverted in the age of the smartphone

The AI assistant Ad opportunity == Google Ads + Meta Ads It's indisputable that OpenAI and Anthropic have an incredible advertising opportunity within ChatGPT and Claude respectively. What is interesting that their ad systems will combine the best of both worlds and incorporate

10 Lessons from my conversation with Ryan Petersen 1. Play Against Weak Competition: Charlie Munger told Ryan his freight business was brilliant because of “dumb competition.” Competing in AI means battling Stanford PhDs. In logistics, coding makes you revolutionary. Find markets

GPT-5 Thinking is surprisingly good at real estate market comp research

Lots of gems from Mat Sherman. I especially love the infinite game call out.

Summer garden update: - Peak tomato, pepper, zucchini, and cucumber - Flowers going crazy - Overflowing with abundance

I'm looking to hire entrepreneurial data scientists for a new project I'm incubating! I'm open to part-time or W2 depending on the context. I prefer folks in Seattle who want to be in-office but open to remote too. If this is you or someone you know, reach out!

"Hope this finds you."

Looking for my burrito