Been reading the bible for the first time One of my favorite teachings so far is “a man shall leave his father and his mother and hold fast to his wife, and they shall become one flesh” Viewing yourself as one flesh is a powerful (and I think correct) metaphor on marriage Choose carefully. But once you’ve committed, you’ve committed. And you figure it the f out no matter what

Bupropion (commonly prescribed in the US as “Wellbutrin”) is Khat in pill form Pharma companies see a 3rd world addiction crisis and their only question is “can we patent that?” 8 million Americans are prescribed to this

Distribution beats product every time

Lift weights and get jacked so you can beat your robot’s ass if it tries some dumb sh*t like cooking a can of spray paint on your stove

Where I grew up in Seattle, there was a common thing called being a “closet republican” People whose views leaned right (or even centrist) tended to keep their political views to themselves b/c the left leaning folks were so overwhelmingly numerous and vocal You could literally lose your job, chances for a promotion, get flunked out of school, socially outcast, etc for holding or expressing mainstream conservative views Having grown up in that I assumed it was as normal, and then once I started traveling and living in other cities it became clear how extreme that was I think all people, regardless of left, right or center, see their political views as both moral and rational It just comes down to differing sets of values If you stack rank values differently, then a different set of political outcomes seem obviously rational and moral based on those values When you start seeing the world in that way it becomes a lot harder to demonize the other side People stop being “nazis” or “libtards” and start becoming people who simply stack rank values differently than you We get to a better place by openly discussing and debating values and how + why they should be stack ranked one way over another Appearances should be left out of it entirely

My company does mid 8 figures in revenue We operate with 1 hour of scheduled meetings per week At 10am on Weds, which the team agreed was the optimal, minimally disruptive time window for a meeting Everything else is async slack/text or quick ad hoc cell phone calls The speed benefits and quality of life benefits of operating this way are astounding Scheduled meetings are simultaneously life defects and operational defects

So we’re in that part of the cycle 😂

Petra is much bigger than you’d expect Can spend 3-4 days exploring it and still not see it all Go on a Mon, Weds or Thurs to see it candlelit at night And do the Wadi Rum after, few hrs drive from Petra. Both 10/10

Clean lager brand Fathers Brewing just announced its expansion into Philadelphia, marking the company’s first market outside of California. Fathers is entering Philadelphia by partnering with Penn Beer Sales & Service. The brand will also be available on Gopuff for delivery in as fast as 15 minutes. Philadelphia Eagles legend Lane Johnson is an investor in Fathers Brewing and will also act as an ambassador. The company is currently on pace for 672% year-over-year growth, driven by expanded retail distribution and strong velocities.

TL;DR: you don’t own enough $NET 😂

Never buy a TV with voice functionality

You can have both Just keep doing the things you love and bring them with you

We need more conservative Burners!

Funny - our first burn was 2019 Went back in 2022 (got married) And again in 2024 (brought our son) Definitely have noticed it feel like it’s been getting smaller and slightly less cool (though still amazing) each year Interesting to see that show up in the population data

People that over-index on recency bias w/ the S&P having a ~17% CAGR since 2019 are going to get cooked Yes, things are more volatile now with technology and AI speeding everything up. Good years will likely continue to be +15-30% But there’s extremely high odds we get a secular bear market sometime after the AI bubble peaks. Every capex bubble in history has ended the same way You should expect to have to average in some viscous down years, as well as flat years, alongside the great years going forward If you’re investing over a 10-20+ yr time horizon looking forward, much more reasonable to assume a CAGR closer to ~10% nominal But that’s nominal, and there is ZERO chance inflation stays at 2% or even 3% over the coming decades. With how f*cked the US’s fiscal and debt/gdp situation is, we’ll be lucky if inflation runs anything less than 5% over a longer time horizon So in real purchasing power terms, you’re better off to assume your invested $ will grow at ~5% in real purchasing power terms That means a doubling takes 15 years Save & invest accordingly

Very misguided take Over the next 20yrs the market will give you around 5-7x And the dollar will devalue by 2/3, leaving you with a 2x in real terms Do not stop investing until you’re much, much further past escape velocity

My good friend @Conorbegley just launched the world’s first “clean beer” company. They call it “organic” and “clean beer” on the label just for simplicity But what they’re doing under the hood is pretty insane: They spent a year testing every popular beer brand in America and the results were horrifying Microplastics, PFAS, forever chemicals, glyphosate, pesticides, bisphenols, phthalates, EDCs, you name it. Every toxic chemical you can think of was found, sometimes at levels as high 50,000x the EPA safety limits for drinking water Not a single beer came back clean after multiple tests on each of the top 10-20 best selling brands in America. Many of the same brands you know and have or do consume regularly Alcohol in the US is regulated by the Treasury department (rather than the FDA), which focuses on tax collection and has no incentive whatsoever to care about food safety. So unlike all other consumer products you put in or on your body, alcohol products uniquely (along with tobacco) aren’t required to list their ingredients and aren’t subject to FDA safety regulations After 100 years of regulation that cares only about maximizing tax revenue, the results are about what you’d expect. Ironically, though alcohol itself is technically a poison, the alcohol is often the least toxic thing in many of the beer, wine & spirit products we consume in America Makes you wonder - how much of a hangover is due to the alcohol itself vs all the other toxic chemicals contaminating whatever you drank? Father’s went super deep to solve this. They dug into every aspect of the beer brewing process across input water, hops, fermentation, filtration etc. Went through each step with pre- and post-testing to figure out exactly where and how any chemical contamination was getting in, and they got it all out. The result is awesome. Pristine lab tests on every dimension. The first truly “clean” beer in America since prohibition ended in 1933. And people are saying you can literally taste the difference Conor’s a savage entrepreneur. Grew his last SaaS company (CreaotrIQ) to $100mm+ ARR, and now he’s all in on Father’s. 11 months into launch they’re already in Costco across the Bay Area and it’s flying off the shelves. Breaking Costco’s all time records for new product sales in the category Disclosure: I’m a shareholder and a huge believer in the company for all the reasons above. I believe this company is going to exit for $1bn+ If you’re a beer drinker in the Bay Area, drop by Costco and give it a try!

All this hype about AI displacing jobs Meanwhile OnlyFans still the most efficient company on earth, and its not even close