AI Architect | Investor | Building downloadable content for the simulation
Joined March 2024
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My investing strategy is straightforward:
I focus on companies whose technological value has not been fully priced in yet by the market, or those that Wall Street is currently overlooking.
I also prioritize investing in founder-led companies with strong CEOs and respected boards.
That's why my portfolio includes $TESLA, $PLTR and $OKLO.
The more passive consumption you take in, the less time your mind has to reset.
The less your mind resets, the harder it is to focus deeply.
The less you can focus deeply, the more mental noise builds.
The more mental noise builds, the more you reach for consumption.
The more empathetic you are the better marketer you will be.
The more you understand your niche the better you can communicate to them.
It’s the basics but we forget it a lot.
Blake retweeted
Charlie Munger decia:
"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline."
$MSFT
The feeling of gaining more and more clarity as you work on an idea is a beauty that is out of this world.
Scrutinize your daily habits when things are going well.
We analyze our lives constantly when things aren’t going well to spot negative habits.
Why not take the same effort when things are going right, so they keep happening?
It’s crazy how much my happiness is directly correlated with how much I consume versus produce.
And more importantly, when I do consume, is it sustainable dopamine or cheap dopamine? Is it scrolling on Instagram, or reading a chapter of a book?
Name something more satisfying than flipping your n8n webhook from test → production and having everything work perfectly…
People who use Bubble + Airtable: I’m struggling to conceptualize the difference between my front-end database in Bubble vs. backend in Airtable.
Any tips on deciding what belongs where? Feels like I might need an API link, not just the Airtable plugin.
6/7 of the Magnificent 7 play in Media, directly or indirectly:
Amazon - Prime
Google - YouTube
Tesla - (X via Elon)
AppleTV+
Microsoft - LinkedIn (🤢), Xbox
Meta
If you want to shape the future It’s inevitable for companies to want to play in the space where the eyes are.
The cognitive dissonance of wanting to design in Figma versus just building it right away in Bubble is real.
People who use Bubble: what AI do you use while building?
I tried ChatGPT & Anthropic, but they’re outdated. Screen-watching AIs were okay. Tried making AI remember custom states—it doesn’t. Right now I like Perplexity.
What’s your setup?