I have insane respect for @bryan_johnson.

1. Sold his company for $800,000,000.

2. Felt miserable and depressed, despite the money.

3. Radically rethought his religion, marriage, goals, and health.

4. Decided to dedicate his entire fortune to a world-changing idea.
Now he's building a brain-machine-interface called Kernal.

In its earliest carnation, its an Oura Ring for your brain.

Insanely hard, deep tech.

Right now, it's early.

It looks goofy.

They still don't know what the "killer app" is.
And so far, he has personally poured over $50MM into it.

I absolutely loved this interview with him. The most interesting thing he said (shortened for brevity):
"If you go to a cardiologist with heart problems, they are going to run a lipid panel, calcium score, blood pressure, and a variety of other tests before treating you.
If you go to the doctor with depression or mental health issues, they just give you a random pill and hope for the best.

We need diagnostics for the brain."
Worth a listen. Neat guy.

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More from @awilkinson

26 May
Can somebody please steal this business idea from me and let me invest?

Every three months I wonder:

“Why hasn’t anyone done this yet?!”

Here's the idea...
My son was born a few weeks early with a low birth weight.



He's fine, but it was super scary.

Experiencing that caused me to research how to optimize maternal pregnancy health and go down a rabbit trail...
I researched what my friend Dr. Rhonda Patrick (@foundmyfitness) did during her pregnancy, and quickly realized there were a TON of optimizations to make that no doctor would ever tell you about.
Read 15 tweets
20 May
This is a story about how I went from letting down hundreds of young entrepreneurs and being a douche...

To raising tens of thousands of dollars for charity, while saving myself a ton of time.

Here's what I did:
When I was younger, I’d cold email entrepreneurs I admired.

It always meant a ton to me when they responded, and I built some amazing relationships this way.

Flash forward to this year, the tables were turned.

Now I'm the one getting emails from young entrepreneurs....
A couple at first. But now it's like 5-10 cold emails a day from people wanting feedback on their companies, random advice, to get on the phone, etc.

I was drowning in emails already and barely keeping up.

So I started going something shitty:
Read 9 tweets
18 May
TLDR: This is a story about how I accidentally started a bakery? 😂

People think business is spreadsheets and suits.

Boring stuff.

What it ACTUALLY is, is recognizing a problem, solving it for yourself, then realizing other people have the same problem.

Here's one I solved:
So, I like to be healthy.

Despite occasional ice cream binges, I eat super healthy, exercise, sleep, and all that stuff.

I even wear a blood glucose monitor to track my blood sugar.

I admit it: I'm a health nerd.
Wearing a blood glucose monitor is kind of mind-blowing.

You quickly realize how insanely fucking terrible many foods are for you.

All sorts of stuff that I thought was healthy (smoothies, oatmeal, orange juice) turned out to absolutely decimate my blood sugar.
Read 20 tweets
17 May
There are three key ways to get rich:

1. Start a Business

2. Be Born Into a Wealthy Family

3. Extreme Patience

Everyone likes the stories about #1 and #2.

Nobody likes to hear about #3.

Too bad.

Today, I'm going to tell you a story about a guy who made billions with #3...
“__________ has the best operating and capital deployment record in American business.”

–Warren Buffett

“His results are a mile higher than anyone else …utterly ridiculous.”

–Charlie Munger

Who is this mystery man?

I'd wager money you've never heard of him...
Everyone knows about Buffett and Munger.

But almost nobody knows about Henry Singleton.

The man who quietly bootstrapped $450k into $1.15 BILLION.
Read 16 tweets
28 Apr
Which company are you better off investing in?

High Growth Compounder 🐇
$1M earnings growing 50% per yer
Valuation: $30M (30x earnings)

Slow and Steady Grower 🐢
$1M earnings growing 10% per year
Valuation: $3MM (3x earnings)

Let's play this out....
Company 1 - High Growth Compounder 🐇

Assuming 50% growth rate continues:

Year 1: $1.5MM
Year 2: $2.25MM
Year 3: $3.375
Year 4: $5M
Year 5: $7.5M

Value if trading at 30x: $225M
Value if multiple gets cut in half to 15x: $112.5M
Value if multiple gets cut to 5x: $37.5
Company 2 - Slow and Steady Grower 🐢

Assuming 10% growth rate continues:

Year 1: $1.1M
Year 2: $1.2M
Year 3: $1.32M
Year 4: $1.45M
Year 5: $1.59M

Value if still trading at 3x: $4.7M
Value if trades up to 10x: $15.9M
Value if trades up to 20x: $31.8M
Read 4 tweets
22 Apr
It’s a lot easier to AVOID things that make you miserable than to predict what will make you happy.

There’s an incredible @Harvard Study from 1938 that sheds light on just how to avoid a miserable life.

In 2013, reading it caused me to quit drinking and changed my life...
In 1938, Harvard enrolled 268 sophomores (all men due to the time) into The Study of Adult Development.

They also recruited a group of 456 inner city male Bostonians as a control group.
268 wealthy Harvard undergrads and 456 working class men from some of Boston's worst neighbourhoods, in one long term study to see how their lives would turn out...
Read 17 tweets

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