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Can’t wait for the sequel… A Real Pain 2: The Pain Gets Realer

Recently watched The Conversation (finally). Great reflection on how technology reveals the truth, as well as obfuscates it. How it connects, as well as isolates. And showcases the tension of progression vs regression.

“The most valuable math you can learn is how to calculate the future cost of your current decisions.”

Unironically a 10/10 song open.spotify.com/track/4tVphly4…

The Stoics identified 3 fundamental "disciplines" of Stoicism: Perception, Action, Will. Control your perceptions. Direct your actions properly. Willingly accept what’s outside your control. That’s all we need to do.

Winning is not enough. People can get lucky and win. People can be assholes and win. Anyone can win. But not everyone is the best possible version of themselves.

Where the head goes, the body follows. Perception precedes action. Right action follows the right perspective.

Redownloaded this app to share this newsletter from Lumida Wealth Management . Rates are perfectly fine where they are. ledger.lumidawealth.com/p/what-happens…

Anyone that has used AI alongside a doctor visit knows that it is as good or better. Wild times

The answers you seek are found in the actions you avoid.

“Application software is in trouble.” Companies with strong moats, distribution advantages, strategic positioning, and differentiated/hard-to-replicate value propositions will thrive. But application software is in trouble.

S&P 500 margins are ~50% higher than during the Dot Com Bubble. They deserve the higher ascribed value. We may be playing with fire but this isn’t it.

“A journey of a thousands miles begins with a single step.” Conversely, every step you take may be the beginning of a thousand mile journey. So start walking!

The deeper you dig on how something works, the more of a miracle it becomes that anything works at all.