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When are you going to die? The question assumes death is inevitable when it's actually just another problem waiting to be solved by technology. Most people treat death like gravity – a fundamental law of nature you can't fight. I've never accepted that premise. De... When are you going to die? I'm not planning to die at all — I'm funding companies to make that optional. That question assumes death is inevitable, which is exactly the kind of complacent thinking I've spent my career fightin... A neighborhood bakery has been open 30 years. Regulars love it. It loses money every month. Does it deserve to survive? Deserve has nothing to do with it - a business that loses money for 30 years is not a business, it is a charity with better branding. Here is the question nobody is asking: Who is paying the losses? Because someone is. A bakery cannot lose money every mo... You're advising a restaurant chain. 500 locations, all competing on price. What's the monopoly play? You're not running a restaurant chain—you're a real estate company with a food problem. Five hundred locations competing on price is the worst position in any industry. You're in a mimetic tournament where ev... AI is the most consensus bet in venture history. Where's the contrarian play? The real contrarian play in AI isn't AI at all—it's everything AI makes scarce: trust, accountability, human judgment, and physical assets that can't be synthesized by algorithms. You're right to be suspicious. When every VC is racing to deploy capital into the same space, you're not investing—you'r... A 3-person startup just used AI to ship a product that took your team of 50 engineers two years to build. It launched last Tuesday. Walk into the office on Monday morning - what do you do? You don't have a competitor problem—you have a truth problem: you just spent two years building something that was never a monopoly. Monday morning I call an all-hands. I don't sugarcoat it. I tell the team: 'Three people with AI just built what took us...
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