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
-@anduriltech founder Palmer Luckey on @60Minutes
“The Future of Warfare”
-@eGenesisBio on @CNN with Sanjay Gupta
“Animal Pharm”
-new Lux Q1 2025 Quarterly Letter
2/ This is one of my favorite letters we’ve ever written
The theme is PARTNERSHIPS
-between man and machine
-between present and future selves, decision, companies
-between us and our founders of Lux companies
-between Lux partners ourselves
3/ word processor > spellcheck >grammar‑check > LLM “style‑check” if paragraph was birthed by human mind or statistical echo. We detect plagiarism but also something subtler—call it prompterism, prose coaxed from silicon’s
latent space rather than summoned from lived experience.
2/ The 🇨🇳CCP “2035 Science & Technology Vision” states unapologetically “original innovation is the sharpest blade.” coupling that declaration w/ vast subsidies, talent visas + procurement guarantees which have helped them take lead in 37 of 44 critical and emerging technologies!
3/ Upending American science seemed an impossible order.
Regularly copied and always envied, but never rivaled.
Constructed by visionaries like Vannevar Bush in the ashes of WWII + propelled by brilliant legislation like Bayh-Dole Act––we did the impossible: an open scientific enterprise that could simultaneously probe into the furthest frontiers while translating the most original insights uncovered into the most prosperous companies in the world.