Auction-driven markets accentuate mispricing — wait for the weird thing that makes no sense, then bet big.
Go From $10k to $1M in 3 Years With This Strategy | Mohnish Pabrai · Codie Sanchez
Entrepreneurs don't take risk — they do everything in their power to minimise it. Heads I win, tails I don't lose much.
Go From $10k to $1M in 3 Years With This Strategy | Mohnish Pabrai · Codie Sanchez
A market-creating bet that pencils out on analysis still needs a live, in-person event to convert intellectual interest into capital-grade conviction — go stand in the building before you commit.
MLS Growth Story: A Conversation With Don Garber and Jonathan Kraft (MIT Sloan SSAC 2020) · MIT Sloan Sports Analytics Conference
Build best-in-class connectivity and data into the live venue ahead of the curve — even when peers call it a distraction — because the in-person experience has to out-compete an ever-improving living room.
Sports in 2045: Ahead of the Curve with Jonathan Kraft and Mark Shapiro (MIT Sloan SSAC 2025) · MIT Sloan Sports Analytics Conference
Before entering a market, ask: is it big and interesting, can we make it better, and is it a good business to be in?
Michael Rubin on Building Fanatics Into a Billion-Dollar Empire (Boardroom cover story) · Boardroom (Rich Kleiman)
Kill a failing bet the moment you know, give the money back, and feel proud you acted quickly.
Michael Rubin on Building Fanatics Into a Billion-Dollar Empire (Boardroom cover story) · Boardroom (Rich Kleiman)
Enter a market whose biggest cost is customer acquisition — when you already own the customers.
Michael Rubin on Building Fanatics Into a Billion-Dollar Empire (Boardroom cover story) · Boardroom (Rich Kleiman)
Sure things bore me; long shots make my ears perk up.
Mike Repole on Next Up with Adam Breneman (full episode) · Next Up with Adam Breneman
Price a rental-only product to own instead, anchor it to content worth repeating, and let ownership pull the hardware market up with you.
Stuart Karl: Who's Who in RCA VideoDisc · CED Magic
Itemize the workflows where every step has an API and the count is near zero — so the agent must see and act on the screen like a human.
Why Google failed to make GPT-3 + why Multimodal Agents are the path to AGI — with David Luan of Adept · Latent Space (swyx & Alessio)
A research org wins by concentrating compute on a few big bets and disbanding the rest — not by letting a bottom-up credit market allocate it.
Why Google failed to make GPT-3 + why Multimodal Agents are the path to AGI — with David Luan of Adept · Latent Space (swyx & Alessio)
Build the generalist first, then distill it down — a specialized generalist beats a native specialist almost every time.
Jim Fan on Nvidia's Embodied AI Lab and Jensen Huang's Prediction that All Robots will be Autonomous · Sequoia Capital (Training Data)
Robotics doesn't need a new model — it needs a three-source data engine: internet-scale + simulation + real-robot.
Jim Fan on Nvidia's Embodied AI Lab and Jensen Huang's Prediction that All Robots will be Autonomous · Sequoia Capital (Training Data)
The three signals Lubetzky looks for in a founder — and the order he learned them in.
Daniel Lubetzky on School of Hard Knocks (full episode) · School of Hard Knocks Podcast
Override genetic pessimism to take asymmetric bets, with one hard rule: avoid total ruin.
How to Get Rich — Naval · Naval
Small commitments grow their own legs; what you say today becomes who you are tomorrow.
Influence: Science and Practice · Robert B. Cialdini
Replace volatile reward spikes with continuous micro-rewards to sustain user engagement indefinitely
How the World Became a Casino (With Natasha Schüll) — 404 Media · 404 Media
Loan-to-value ratio is not just an access metric — it is your negative equity buffer and rate gateway
UK Mortgage Expert: The Key Things You Need To Know · Anthony Emmerson
Build a creditworthy profile before you need it — from LISA to adverse credit hierarchy
Mortgage Expert: What First Time Buyers Need to Know in 2026 · Eddie Ross
Every asset serves one of three motivations — protect, maintain, or improve your wealth.
The New Rules for Building Wealth in 2025 · Rob Dix
Short-run risk metrics force long-horizon institutions to act like day traders
The Problem With Passive Investing Nobody Talks About · Philip Roscoe
Fees are the only form of alpha you can guarantee — and they compound against you
The Golden Age of Returns is Over · Mike Staunton & Paul Marsh
Four sociological markers that signal speculative mania — regardless of asset class
If You Understand This, You'll Never Fear a Market Crash Again · William J. Bernstein
Judge high-conviction operators by their mechanisms, not their magnitude
Can 'The World's Craziest Investor' Teach You About Risk? · Lionel Barber
Treat each financial wipeout as a cleared board, not a verdict
Can 'The World's Craziest Investor' Teach You About Risk? · Lionel Barber
Turn structural exclusion into a risk tolerance that insiders can never match
Can 'The World's Craziest Investor' Teach You About Risk? · Lionel Barber
Lock onto a multi-decade technology trend, then hold through every crash
Can 'The World's Craziest Investor' Teach You About Risk? · Lionel Barber
QE money flows to the rich, who buy your assets, making you poorer — on repeat
The Rich Will Bankrupt Us All - Gary's Economics · Gary Stevenson
When you bet on AI productivity, also bet on the human reaction against it.
The Investing & Crypto Expert: We Only Have 6 Years Until Everything Changes! · Raoul Pal
Diversification is what your portfolio does in March 2020, not what your fund names look like.
The One Thing You Need To Invest In · Ramin Nakisa
The technology can win even as the stocks lose.
This Is How You Build Wealth · Richard Coffin (The Plain Bagel)
Pick one skill. Five years. Top 1%. Cheat code for life.
I Wish I'd Saved Less When I Was Younger · Olly Richards
Crashes are the price of admission, not a system failure.
The Investing Advice I Wish I Knew Earlier · Toby Newbatt
Economic catch-up is a society choosing to under-consume now so it can invest more.
Who's Really Crashing the Economy? · Ha-Joon Chang
When wealth concentration outpaces growth, the gap compounds and cannot self-correct
EMERGENCY DEBATE: They Lied About The Economy Recovering! Is A Financial Apocalypse Coming? · Gary Stevenson & Daniel Priestley
Structure innovation into three separate buckets — the 10% bet is where paradigm returns live
Ex Google CEO: AI Can Create Deadly Viruses! If We See This, We Must Turn Off AI! · Eric Schmidt
In exponential platform waves, slope locks in winners before observers notice the gap
Ex Google CEO: AI Can Create Deadly Viruses! If We See This, We Must Turn Off AI! · Eric Schmidt
The 1945 stability architecture is collapsing — price in high-variance geopolitical tail risk now
You're Watching the End of the World in Real Time · Eric Weinstein
Founders' conviction is a moat against their own blind spots — the adjacent market they dismiss is often the alpha
Uber CEO: I Have To Be Honest, AI Will Replace 9.4 Million Jobs At Uber! · Dara Khosrowshahi
Humans forecast linearly; technology compounds exponentially — bet on the gap
Uber CEO: I Have To Be Honest, AI Will Replace 9.4 Million Jobs At Uber! · Dara Khosrowshahi
Commit to high-stakes bets only when upside belief and downside acceptance both exist
“This Is Terrifying!” You’re NOT Ready For What’s About To Happen With AI | Jason & Brett Oppenheim — The Iced Coffee Hour · The Iced Coffee Hour
Stack your worst fears simultaneously to prove you can survive before you invest
“This Is Terrifying!” You’re NOT Ready For What’s About To Happen With AI | Jason & Brett Oppenheim — The Iced Coffee Hour · The Iced Coffee Hour
Bypass asset bias by evaluating risk-return in isolation, then size based on portfolio math—never zero
Why Bitcoin Will Eat the Biggest Market on Earth — Robin Seyr · Robin Seyr
Expose post-hoc narratives that mask pure momentum as the real driver of market behavior
Quantum vs. Market, USDC vs. USDT & WLFI vs. Justin Sun - The Chopping Block — Unchained · Unchained
Understand and navigate big debt crises using the four levers of deleveraging
Big Debt Crises · Ray Dalio
Win by cycling through observe-orient-decide-act faster than your opponent
Airpower Reborn · John Andreas Olsen
Originals are not fearless—they are afraid of not trying
The Surprising Habits of Original Thinkers · Adam Grant
Recognize and navigate the moments when the fundamentals of your business change dramatically
Inside Intel · Tim Jackson
The most valuable businesses are built on truths that most people disagree with or have not yet discovered
Peter Thiel Interview Full Episode The Tim Ferriss Show Podcast · Peter Thiel
Improve decisions by treating every choice as a bet with uncertain outcomes
Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts · Annie Duke