You waste years by not being able to waste hours.

Whenever you chicken out, you don't just feel the pain of cowardice; you miss out on the pleasure of courage.

“I doubt if more than one campaign in a hundred contains a big idea. I am supposed to be one of the more fertile inventors of big ideas, but in my long career as a copywriter I have not had more than 20, if that. Big ideas come from the unconscious. This is true in art, in science and in advertising. But your unconscious has to be well informed, or... See more

Consumer demand for smaller scale and human-crafted versions of everything will grow in an AI world. While the future of work might lend itself to small business creation, let’s ****not forget the demand side of the equation. We are going to crave artisanal and story-driven sources and experiences. Why? As every big company floods the zone of our a... See more

The current fervor around robotics, particularly humanoid robots, exemplifies this shift. Investors are betting on the most generalizable approaches, driven by the idea that what works in AI will seamlessly translate to robotics. This simplified forecasting could be a testament to the improved speculative ability of modern investors to let go of th... See more

The US Bureau of Labor Statistics cites the Business and Professional Services industry at 13% of US GDP making this sector alone, dominated by repetitive language tasks, ~10x the size of the software industry.

Vertical SaaS proved to be a sleeping giant that transformed industries during the first cloud revolution. Today, the top 20 US publicly traded vertical SaaS companies represent a combined market capitalization of ~$300 billion, with more than half of these companies having IPO'd in the last ten years.

Now the rise of large language models (LLMs) ha... See more

A final note on distinguishing experts from imitators: Many of us learn about a subject not by reading original research or listening to the expert, but by reading something intended to be highly transmissible. Think of the difference between reading an academic article and reading a newspaper article. While popularizers know more than the layman, ... See more

“There is a big difference between being interested in something and being committed to something.

Committed people do what interested people won’t.”