A few people I admire and mentor were obsessed with the current news cycle––distracted + distraught with disbelief almost daily.
My advice was THIS: 👇👇👇
2/ Stop hitting refresh 🔘 on the news like an addicted caged rat looking for a hit of joy 😃or anger 😡
With so much to lose for so many in power––there is NO UNCERTAINTY.
You know this: there is total CERTAINTY that there will be total chaos daily for weeks to come...
3/
You know this:
that few maybe none of those events are in your control.
You know this:
you can control only what is in your control
1. voting (unless or until you can’t) 2. where you direct your attention + focus 3. how you choose to feel...
4/ Without investing intentional energy––the chaos will pull you down a drain on an endless journey without escape
Your friends and family will keep you in it as they commiserate and lament the chaos + distraction as their friends are doing the same
BUT––
5/ If you like them (or love them;)–– don’t let them.
Instead: lead + inspire them.
Avg + below avg people will be sucked down w/the masses.
You + yours are not average.
You + yours are better than that.
Whatever their job, joy, purpose, they mustnt’ let it get hijacked...
6/ Shake them from their head-shaking.
Remind them to fight the entropy + enmity in the world by doing good things. By doing really good things...
7/ Whether that is
-producing art
-serving others
-treating patients
-teaching students
-promoting justice
-accelerating tech progress
-advancing cures + treatments
-educating or entertaining people
-empowering + inspiring others, reducing human suffering
Fierce focus on that..
8/ Your (and their) time + attention are the scarcest resource
Willingly paying it to others in an unscripted circus show––as a passive spectator, a captive audience member gasping and cheering––is a squandering abdication of your own ambition and the good you must put out.
9/ Get up, get out, get at it––and get away from the vortex.
• • •
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-Over 50% of small VCs will involuntarily exit as ~5 VCs are planning to voluntarily exit (IPO)
-Lux team has invested over half a billion dollars across 82 companies (new + existing) in the past few months…
2/
-Zuck’s “ Poachapalooza 2025”
-L&A (License + Acquihire) is the new M&A
-the AI capex surge (5% of GDP) ~ fiber-optic + router binge of 2000 tech boom (5.2%) and short step below sheet-rock bonanza of 2005 housing bubble (6.7%).
-Open source vs Closed…
3/great irony in frenzy for ARTIFICIAL intelligence––what’s acquired isnt hardware but HUMAN intelligence
-frontier of agentic Al not defined by model size-but what we can verify
-99% reliable agent degrades to 60.5% after 50 sequential decision tasks––each error cascading like cracks in glass
NVDA = 19% of that––and 42% of NVDA revenue comes from just 5 Big Tech co's buying GPUs:
Meta, Amazon, Microsoft, Google, Tesla
2/At recent lunch with LP who put Lux in business I talked about shift from consensus cloud inference (GPUs + datacenters + power) to on-device inference (memory + batteries)...
3/ This valued LP talked about CAPEX:
Meta, AMZN, MSFT, GOOG TLSA spending $560B by EOY 2025