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Some of us are lucky enough to inherit the following balance sheet from our parents: Contacts: 0 Money: 0 Power: 0 Resiliency: ♾ Desire: ♾ Drive: ♾ Grit: ♾ How lucky were WE?!?!

And this happened today.

This is so disheartening. The FAA slow rolls SpaceX approvals to launch Starship while the FCC fast tracks change of control of media partially into foreign hands right before an election. Can’t the greatest country in the world do better than this?

A reminder to myself and others: If it were easy everyone would do it. In reality, it’s hard and most people give up. Good luck to all the players in the arena. Be proud of the dust on your face. Back to the grind...❤️❤️

From a friend I have huge respect for. Not a Trump person, not a Biden person, just a smart person that thinks for themselves: “Not having someone on that roof was a huge fail. Even bigger fail: why during the minutes when they saw a suspicious figure crawling on the roof didn't the SS team simply remove DJT from the stage? That seems like basic protocol. Incompetence or sabotage... at some point they are one and the same”

The Internet has made facts a commodity. Now, the value is in the analysis and the speed in which you do it. Investing is the most lucrative area where this is playing out and can gives individuals the chance to compete and win against the Goliaths. Its manifest destiny.

Important context that explains how we got here.

We’ve been duped for decades about food: Turns out sugar isn’t benign. It’s the real poison. Fats aren’t actually bad. They are essential. Carbs aren’t terrible. They are necessary. We’ve been lied to about plastics. Vaccines. GMOs. The list goes on. What is the consequence? Could it be seen in our health? Who knows…

I’ve interviewed hundreds of people for numerous companies over the past 20 years of building businesses. I’ve experimented with many interview questions and most are only semi useful, but one, above all, has been the most useful. A thread...

Investing 101: Successful investing is all about behavior and psychology. You can have the best model or analysis in the world but if you panic, you lose. Said differently, everybody has a plan until they get punched in the face. Let's begin...

The biggest brain drain in the world is the one from Canada to the US. As a result, the biggest and most successful mafia in the world isn’t the PayPal Mafia in America but the ex-Canadian Mafia in the US. From Berkshire to SpaceX and many companies in between, there are so many of us, that have left Canada for the US to try our luck. If Canada would demonstrate even a small modicum of interest in being a meritocracy, many of us would have stayed.

“More than 40 years ago, Hezbollah killed 241 US military personnel, including 220 Marines. That remains the single deadliest day for the U.S. Marine Corps since the Battle of Iwo Jima. Later that same day, Hezbollah killed 58 French paratroopers. And now, over the past six weeks or so, Israel has eliminated as many terrorists on the US list of wanted terrorists as the US has done in the last 20 years. Including Ibrahim Aqil, the leader of Hezbollah’s Islamic Jihad Organization who masterminded the 1983 killing of those Marines.”

Tell me we’re in a recession without telling me we’re in a recession.

What does this accomplish other than deprive 640k Americans from Internet access? Does this make America better or worse? Starlink was given a contract by the FCC in 2020 to bring Internet access to 640,000 Americans in 35 states by 2025. But yesterday the FCC took this contract away and replaced it with...nothing. A lot of people, including an FCC Commissioner, finds the decision and rationale a head-scratcher. When you make decisions that negatively impact a lot of Americans for no clear reason, its important to clearly explain why. Otherwise, people will speculate. And in this case, they are speculating that this is directed political harassment of Elon.

What longitudinal policy changes do we need to make to fix these trends?

And this happened today.

Some of us are lucky enough to inherit the following balance sheet from our parents: Contacts: 0 Money: 0 Power: 0 Resiliency: ♾ Desire: ♾ Drive: ♾ Grit: ♾ How lucky were WE?!?!

This is so disheartening. The FAA slow rolls SpaceX approvals to launch Starship while the FCC fast tracks change of control of media partially into foreign hands right before an election. Can’t the greatest country in the world do better than this?

What's an interesting cash flowing public company that could be supercharged if I could get a hold of it and help revamp its technology and go to market?

We’ve been duped for decades about food: Turns out sugar isn’t benign. It’s the real poison. Fats aren’t actually bad. They are essential. Carbs aren’t terrible. They are necessary. We’ve been lied to about plastics. Vaccines. GMOs. The list goes on. What is the consequence? Could it be seen in our health? Who knows…

I’m starting an incubator. Funded entirely by me. It’s called 8090. Tell us what enterprise software you use and my team and I will build you an 80% feature complete version at a 90% discount. We are using AI and offshoring to make this happen.

I was shocked when I saw this chart. The speed and aggressiveness with which $TSLA is cutting prices is the way to beat the End Boss. (Rapidly increasing price affordability) x (constantly improving hardware and software) = super maximized market demand This is a lethal combination which we haven’t seen play out in any modern market before. Some companies cut prices, but most keep prices flat or increase them. Some companies improve products quickly. But no one has actually given you more for less on such a big ticket purchase so frequently.

This is a sad trend for people and society. It’s been proven for many years now: building a committed relationship with one person and then raising children in that nuclear two-parent family contributes more to creating healthy, happy adults and a well functioning society than anything else (ie wealth vs poverty, health history, zip code, race). So the implication of the trend below, if it doesn’t self correct are terrible for society as a whole: 1) there will be more and more promiscuity and, as a byproduct, less kids born 2) what few kids we do have will grow up in non two parent households It may seem “fun” and “free” to be a 20/30 something with a roster, but many of these folks will wake up alone, too late to act on the simple truth that being in a committed relationship and having kids is not an indulgence of a thriving society but a requirement.

Learn With Me I’m often asked how I quickly synthesize information and form opinions. The value, to me, of doing this can be summarized as follows: - Be more informed about technology, markets and the economy. - Improve my situational awareness about trends and competitors. -

It may not feel this way at times, with so much political hyperpolarization, but the US is on the verge of a modern renaissance. It just needs the resolve to finish the job: 1) The marginal cost of energy is going to zero in the US. Residential solar + abundant industrial domestic hydrocarbons is creating a level of self reliance and oversupply that will be applied to all manner of hard problems where energy is a key and costly input. As the marginal cost of energy approaches zero, it will help domestic industries overcome the labor arbitrage that currently benefits other countries. American industry will thrive. 2) The marginal cost of computation is going to zero. AI will help get us there and the US is the clear leader. We are still in the early phases of this and still sorting through some premature excesses but the trend is obvious and along with (1), gives American companies the potential to rewrite our economy and then export the best of it to the rest of the world. 3) The end of cancel culture/wokeness and a rebirth of free speech are allowing all manner of people to highlight, without fear of retribution, that there are really only a few things that matter to everyone. It doesn’t mean that the myriad other issues don’t matter, just that they have their place and time. I’ve never been more excited about the future in America. These things will happen over the next few years and they will benefit a broad cross section of our society. Let’s finish the job. 💪🏽

What does this accomplish other than deprive 640k Americans from Internet access? Does this make America better or worse? Starlink was given a contract by the FCC in 2020 to bring Internet access to 640,000 Americans in 35 states by 2025. But yesterday the FCC took this contract away and replaced it with...nothing. A lot of people, including an FCC Commissioner, finds the decision and rationale a head-scratcher. When you make decisions that negatively impact a lot of Americans for no clear reason, its important to clearly explain why. Otherwise, people will speculate. And in this case, they are speculating that this is directed political harassment of Elon.