Notes towards becoming a better investor
kaiton and
Notes towards becoming a better investor
This write-up is about practical patterns for integrating large language models (LLMs) into systems & products
Deeply getting to know the person you have always been instead of endlessly reinventing yourself is “how” to stop seeking validation from everyone around you. I love the title of David Lipsky’s DFW biography for this reason: “Although of Course You End Up Being Yourself.” Jenny Slate has a great tweet about the feeling at the beginning of this process: “As the image of myself becomes sharper in my brain and more precious, I feel less afraid someone else will erase me by denying me love.”
When you step into the Moat of Low Status, you also step away from the grinding of normalcy. On your first day of dance class, you don’t know how to move your body. Isn’t that exciting? You don’t know how to move your body. This thing you’ve been lugging around is now a whole new vehicle — it might move like a frenzied wolverine, or an indifferent... See more
Cate Hall • Learn to Love the Moat of Low Status
A Look Back at Q1 '24 Public Cloud Software Earnings
cloudedjudgement.substack.com
Learning to lean into my weirdness has taken many shapes. Mostly it’s looked like embracing what comes to me naturally: I’ve always been much more interested in understanding people than ideas, get immense gratification from building lasting relationships, and consider it a lifelong goal to improve my discernment and refine my taste. This often shows up in how I spend my time: I rarely take pitch meetings (if a founder is fundraising already I probably didn’t get there early enough), always have a creative project I’m actively working on, and spend a significant amount of time striving to understand and translate myself to the page. Cultivating a view of the world that no one else has is an edge I consider critically important to Moth’s success, as well as something that requires continual cultivation and critical refinement.
If your solution to some problem relies on “If everyone would just...” then you do not have a solution. Everyone is not going to just. At not time in the history of the universe has everyone just, and they’re not going to start now.
Everyone will not just
The term at hand, umarell, is borrowed from Emilian and is rare enough for my word processor to display it underlined with a string of pink dots. Literally it means “little man,” but within my tiny sub-community it means “someone who spends time observing workspaces, typically construction jobsites.” I am an umarell. I love watching work being... See more
In some sense, Albini’s contrition was the act of a premier hater realizing that the final frontier of hating is one’s own past. But it was also a welcome way for Albini to show that people can continue to grow at any age—and it set the stage for him to continue to grow as a producer as well.