Matthew Giampetroni

markets—these sublime machines that synthesize beliefs and aggregate them into prices—instantiate a secularized version of the sacred

Many high achievers are compulsively exploring the world in search of something — some for truth, some for power, others for beauty — and I think it’s a disservice to yourself and your future partners to not orient your platform around the piece of investing that you really love. Embrace your funk.

the second goal of the Attention Diet is to find highly nutritious sources of information and relationships and then build our lives around them

Speculative investment, with ambitious but inexact expectations of financial return, is important fuel for founders who build the unknown future. However, investors and operators are often deeply misaligned: investors think in bets, while operators think in consequences. The relationship is tense, but can be explosively productive.

The frenetic build-up of bubbles and their violent collapse provides some of the purest examples of the mimetic process—they crystallize fear, hope, hype, overconfidence, or under-confidence

Execution at each core inflection point of a business enables continual narrative growth, and pseudosecret belief vs. erosion and doubt because in the end, narratives and pseudosecrets only accrue value to their relevant companies if they eventually become truths.