When you see it, bet big

Passivity attracts manipulation. Aggression is fear. Passive aggression is avoidance of responsibility.

Do your own research. Conduct your own experiments.

Calibrate your confidence and correctly anticipate your regret

Stare the imposter straight in the face

The best companies have a purpose

Always be the underdog

AI moats are equally data and product

There is always invisible correlation

The market will be fulfilled

Asset returns are positively skewed

Success needs failure

Zen is the rejection of meta analysis

Give the chicken or egg away for free

Love fuels creation

Fantasies are for losers

Beware of external accountability

Scale causes bureaucracy

Accounting identities have no causation

All innovation is incremental


I share and expand on a selection of my mantras. No subject is off limits, but I mostly focus on thinking, investing, business strategy, technology, startups, markets, and other things.