Category Excerpts

Signal

When you use Signal, your data is stored encrypted on your devices. All of it. Signal servers only get the phone number you joined with, when you joined and last logged on. The Signal app uses the Signal protocol. If…

Equanimity

As I get older, I identify less as my current state and I identify more as a person who transitions through states. My change in perspective has reduced my anxieties and anger significantly. “This too shall pass” vibes. The more…

How does an MRI scan work?

Most of the human body is made up of water (hydrogen and oxygen atoms). At the centre of each hydrogen atom is an even smaller particle called a proton. Protons are like tiny magnets and are very sensitive to magnetic…

Priced In

I was pretty excited to watch $INTC ‘s Architecture day yesterday – very cool upcoming parts. Intel is definitely coming back…. then I watched $TSLA ‘s AI day… OMG… How will others compete with them on any autonomy use case?…

Henry Cavendish

In the course of a long life, Henry Cavendish made a string of significant discoveries —among much else he was the first person to isolate hydrogen and the first to combine hydrogen and oxygen to form water — but almost…

Dropping Gold

By 1971, U.S. debt had simply grown too high. Just $11 billion in gold backed $24 billion in dollars. That August, French President Pompidou sent a battleship to New York City to collect his nation’s gold holdings from the Federal…

When Exit?

When you have portfolio companies that are category creators, category leaders, who are well managed, and growing 50% per year or more and delivering 20-30% pre-tax margins (or more), and who have no existential threats to their market leadership, you…

Martin Rees, a British astronomer, maintains that six numbers in particular govern our universe, and that if any of these values were changed even very slightly, things could not be as they are. For example, for the universe to exist…

Insert Deep Quote Here

I hope you aren’t held back because of a number. And that you don’t rush into things because it feels like time is slipping by. I hope you do what’s right for you. Hold on. Slow down. And breathe in.…