Category: Uncategorized

Geopolitics has fascinated me since studying International Strategy in the 1990s. I still prefer reading The Economist over local news. I enjoy value investing and have joined the annual pilgrimage to Warren Buffett in Omaha since 2009 this serves to recalibrate my thinking around long-term compounding and ground myself. Although I invested in early-stage AI…

We live in uncertain times. The world order is shifting faster than we can process — The wars nearby. Right now a looming commodity crisis that I believe markets are underestimating. AI dismantling business models at an incredible pace. The entrepreneurs I’d bet on right now are not the ones with the highest growth targets….

I keep meeting entrepreneurs who can’t speak a calm sentence. Not because they have nothing to say — they have plenty to say. But because they’re constantly out of breath. Running between the next meeting and the last one. Reacting before they’ve finished processing. Present in the room, absent from themselves. I was one of…

Most entrepreneurs aren’t struggling because they’re not working hard enough. They’re struggling because they’re pedaling uphill while towing a trailer full of stuff they don’t need. In aviation, designers are obsessed with drag — everything that slows a plane down: weight, resistance, unnecessary complexity. The engineers who build the fastest aircraft aren’t the ones who…

Paul Grahams recent piece on Airbnb’s Brian Chesky went viral. In short, Chesky hired poor managers and now follows more the Steve Jobs model of having a more direct impact. Founder mode vs Manager mode. This is so obvious that I wonder why it is new to people. We’ve all been there. If you hire people…