Aryan Naik --- Aryan Naik
“In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time—none. Zero. You'd be amazed at how much Warren reads—and how much I read. My children laugh at me. They think I'm a book with a couple of legs sticking out.”
“Don't walk into a place like you wanna buy it, walk in like you own it.”
“If you are depressed you are living in the past. If you are anxious you are living in the future. If you are at peace you are living in the present.”
“If I only had an hour to chop down a tree, I would spend the first 45 minutes sharpening my axe.”
“Only the paranoid survive.“
“When you grow up you tend to get told that the world is the way it is and your life is just to live your life inside the world-try not to bash into the walls too much, try to have a nice family life, have fun, save a little money. But life-that's a very limited life. Life can be much broader once you discover one simple fact. And that is everything around you that you call life was made up by people that were no smarter than you. And you can change it-you can influence it, you can build your own things that other people can use.“
“Most people never pick up the phone. Most people never call and ask. And that's what separates sometimes the people who do things from those who just dream about them. You gotta act. You gotta be willing to fail. You gotta be willing to crash a burn. With people on the phone or starting a company, if you're afraid you'll fail, you won't get very far.”
“Get action. Do things; be sane; don't fritter away your time; create, act, take a place wherever you are and be somebody; get action.”
“I must not fear. Fear is the mind-killer. Fear is the little-death that brings total obliteration. I will face my fear. I will permit it to pass over me and through me. And when it has gone past I will turn the inner eye to see its path. Where the fear has gone there will be nothing. Only I will remain.”
“If you do everything, you'll win.”
“The function of the overwhelming majority of your artwork is simply to teach you how to make the small fraction of your artwork that soars. One of the basic and difficult lessons every artist must learn is that even the failed pieces are essential. X-rays of famous paintings reveal that even master artists sometimes made basic mid-course corrections (or deleted really dumb mistakes) by overpainting the still-wet canvas. The point is that you learn how to make your work by making your work, and a great many of the pieces you make along the way will never stand out as finished art. The best you can do is make art you care about — and lots of it!”
- Man Versus Machine - Colossus
Episode 452: Man Versus Machine Invest Like The Best Episode 452 Hosted by Patrick O'Shaughnessy 12.16.2025 Henry Ellenbogen is the Founder and Managing Partner of Durable Capital Partners. We cover how a deep understanding of people and change shaped Durable's unconventional investment philosophy, AI's potential to do to white-collar work what China did to manufacturing, and why public markets are a useful feedback loop for growth companies. This episode is brought to you by: Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and mu
- Career Advice That Doesn’t Suck
I’ve taken a lot of career and financial risk, more than almost all of my peers. While I view my decisions as largely rational and effective, I tend to keep most of my decision rationales and work habits to myself. Much of my decision to take early career risk can be attributed to select blogs, books, and talking with a lot of people, especially older mentors. Since most of my friends already think I'm pretty weird, I figured I'd open-source some of my work habits and decision rationales that have shaped my approach: I certainly do not advocate for most people to follow my work habits or career choices. It is best interpreted as real work habits from your friendly internet anon who isn’t successful (yet) and who has no incentive to lie. (If I really was successful, would I really be toiling away writing this blog?) The Kelly Criterion is utilized in binary outcome environments and describes how much to wager for a bet given certain constraints. It is used to optimize long-term expected
- The 26 Most Important Ideas For 2026 - Derek Thompson
Thank you all so much for reading and subscribing to this newsletter. It’s been an absolute blast whose success in its first six months has tremendously exceeded my expectations. If you’re arriving for the first time and like what you see, please subscribe. A little life update: Last week, my wife delivered our second baby girl. I’ll be off for a short bit to fetch bottles and wash bottles and dry bottles and even drink some bottles (wine), but this newsletter won’t stop publishing. I’ve lined up some fantastic essays from great writers on economics, psychology, artificial intelligence, and more. The plan is to continue to publish roughly once-a-week for a little while, before I roll back onto full-time work. I’m excited for you to read these upcoming pieces and even more excited to announce plans to grow this newsletter in 2026. But first, here are 26 ideas for 2026, organized under the themes that I think will drive economics, politics, and technology in the near future. The end of r
- Clarke's three laws - Wikipedia
British science fiction writer Arthur C. Clarke formulated three adages that are known as Clarke's three laws, of which the third law is the best known and most widely cited. They are part of his ideas in his extensive writings about the future.[1] The laws are: One account stated that Clarke's laws were developed after the editor of his works in French started numbering the author's assertions.[2] All three laws appear in Clarke's essay "Hazards of Prophecy: The Failure of Imagination", first published in Profiles of the Future (1962);[3] however, they were not all published at the same time. Clarke's first law was proposed in the 1962 edition of the essay, as "Clarke's Law" in Profiles of the Future. The second law is offered as a simple observation in the same essay but its status as Clarke's second law was conferred by others. It was initially a derivative of the first law and formally became Clarke's second law where the author proposed the third law in the 1973 revision of Profil
- how to build a modern office wardrobe - by tina zhang
A few months ago my friend Christine stayed with me for a few weeks. At the end of her stint, she commented that my wardrobe consists entirely of business casual pieces. It’s true — I will wear trousers to a night out but I also spend a lot of my time in an office, so it makes sense I live in my workwear. Someone recently asked me about my top 5 essentials for officewear, and it reminded me how this was definitely not always the case. When I got my first internship in NYC I was completely lost on how to build a wardrobe — I remember my first trips to the ann taylor at my local mall because that was the only place I knew for where to buy “business clothing”. digital tinz is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. My first office job was an investment banking internship where my 5 pieces office wardrobe consisted of: The Express Editor pants, a wool dress from J Crew, a grey tweed H&M jacket, an Ann Taylor bla
- WHAT'S IN MY APARTMENT - by tina zhang - digital tinz
The number one question that I get asked on social media is about my apartment, which is somewhat surprising given I have no interior design experience. But the way I approach my home is quite similar to how I’ve assembled my wardrobe: a collection of investment pieces mixed in with some more whimsical and fun items. This post is a process book for how decorated my apartment, the pieces I get asked the most about, and the tips/tricks for making a comfortable living space on a budget. My first nyc apartment was a flex 3 bedroom apartment where I had exactly 100 sq. ft of space, of which 90% was occupied just by my bed. I was a fresh graduate, and had no idea how long I’d last in new york city, so my apartment was in a perennial state of chaotic transience. The only thing I knew for certain was that the overwhelming majority of my time would be spent in an office and my home furnishing decisions reflected that reality. I prioritized affordability over longevity and ease over aesthetics s
- Cyclically adjusted price-to-earnings ratio - Wikipedia
The cyclically adjusted price-to-earnings ratio (CAPE,[1] Shiller P/E, or P/E 10 ratio)[2] is a stock valuation measure usually applied to the US S&P 500 equity market. It is defined as price divided by the average of ten years of earnings (moving average), adjusted for inflation.[3] As such, it is principally used to assess likely future returns from equities over timescales of 10 to 20 years, with higher than average CAPE values implying lower than average long-term annual average returns. The ratio was invented by American economist Robert J. Shiller. The ratio is used to gauge whether a stock, or group of stocks, is undervalued or overvalued by comparing its current market price to its inflation-adjusted historical earnings record. It is a variant of the more popular price to earning ratio and is calculated by dividing the current price of a stock by its average inflation-adjusted earnings over the last 10 years. Using average earnings over the last decade helps to smooth out the i
- Henry Earl Singleton - Wikipedia
Henry Earl Singleton (November 27, 1916 – August 31, 1999) was an American electrical , business , and rancher/land owner. Singleton made significant contributions to aircraft inertial guidance and was elected to the National of Engineering. He co-founded Teledyne, Inc., one of America's most successful conglomerates, and was its executive officer for three .[1] Late in life, Singleton became one of the largest holders of ranchland in the United States. Henry Singleton was raised on a small ranch near Haslet, Texas, a few miles northwest of Fort Worth. His higher began in 1933 at North Texas Agricultural , Arlington. After two years there, he received an appointment to the U.S. Naval at Annapolis, Maryland, starting over as a Plebe (Freshman) in 1935. His roommate was fellow Plebe George A. Roberts, who would later join him in developing Teledyne. During his two years at Annapolis, Singleton rankedfirstin out of a class of 820 . A reoccurring medical made it necessary for him to
- Quick S-1 Teardown: Snowflake - Matt Turck
The Snowflake IPO is shaping up to be particularly exciting. Their S-1 shows very impressive metrics across the board, including explosive revenue growth at scale (growing 174% annually to $264.7 million for the fiscal year ended January 31, 2020), and “land and expand” motion (169% net revenue retention in 2020), making Snowflake one of the fastest growing enterprise companies ever. In addition to the intrinsic merits of the company, this is yet another example showing how gigantic the market is for data technologies (storage, analytics, machine learning, etc.). Snowflake estimates its addressable market at $81B. We’ve had the pleasure of hosting Snowflake’s former CEO, Bob Muglia, a couple of times at our Data Driven NYC event of the years (see videos below), and it’s been really fun to watch the company grow. Here’s our quick take (with Avery Klemmer) on the IPO and company. HIGH LEVEL THOUGHTS Some highlights, big and small: Here are the two chats we had with Bob Muglia at Data D
- Altimeter (with Brad Gerstner): The Complete History and Strategy
We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston named Altimeter Capital set out simply to invest in a concentrated portfolio of America’s very best technology companies, regardless if they were public or private. Today that tiny firm has grown to nearly $15B under management and become a premier “capital partner” to founders at all but the very earliest stages — companies like Snowflake, Facebook, Roblox, Plaid, Grab and Acquired fan-favorite Modern Treasury. We sit down with founder & CEO Brad Gerstner to dive into the story behind Altimeter’s meteoric rise. Carve Outs: Sponsors: We finally did it. After five years and over 100 episodes, we decided to formalize the answer to Acquired’s most frequently asked question: “what are the best acquisitions of all time?” Here it is: The Acquired Top Ten. You can listen to the full episode (above
- Hummingbird’s VCs Look To Invest In Founders With Childhood Trauma
archive.today webpage capture Saved from no other snapshots from this url 11 Dec 2025 14:17:00 UTC All snapshots from host www.forbes.com WebpageScreenshot sharedownload .zipreport bug or abuseBuy me a coffee INNOVATION Europe's Midas List 2025 The Making Of Midas List Europe: The Data-Driven Model Determining Europe’s Top VCs The Rising Influence Of European Tech Champions: The Companies Driving The Midas List Europe 2025 The Midas List Europe 2025: Shaping The Next Era Of European Tech DAILY COVER These VCs’ Winning Investment Strategy: Finding Founders With Childhood Trauma HUMMINGBIRD VENTURES ByIain Martin,Forbes Staff. I'm a senior editor at Forbes and cover tech and venture capital. Follow Author Published Dec 11, 2025, 01:30am EST, Updated Dec 11, 2025, 01:35am EST 0 Add Us On Google Partners Barend Van den Brande and Firat Ileri at low-profile London fund Hummingbird both won spots on the Midas List Europe for tearing up the venture rulebook and backing “outlier” founders
- Benefits of Creatine Supplementation for Vegetarians Compared to Omnivorous Athletes: A Systematic Review - PMC
Official websites use .gov A .gov website belongs to an official government organization in the United States. Secure .gov websites use HTTPS A lock ( Lock Locked padlock icon ) or https:// means you've safely connected to the .gov website. Share sensitive information only on official, secure websites. Primary site navigation Logged in as: Correspondence: mojtaba.kaviani@acadiau.ca (M.K.); phil.chilibeck@usask.ca (P.D.C.); Tel.: +1-90
- The REAL Personal Lessons Learned In 2025
Welcome reader! December is always a slower month compared to the others, making it the perfect time to reflect on the year. Wins, losses, and everything else that comes with it… A few personal lessons and observations we have picked up over the past 365 days.ju Additional reading on the topic: 98% of People Won’t Understand These 2025 Observations Your creativity is directly connected to how many things you are postponing: the big regret of this year has been putting off things that would eventually need to be finished anyway. These are things you can only avoid up to a certain point, after which you will find yourself with your back against the wall. What no one will tell you is that this same thing drains a massive amount of your energy (and subconscious power). Knowing deep down you should be attacking it and working on it. Instead of finding an excuse to do something else. It happens more often than we like to admit. The problem? It drains an enormous amount of energy. It makes yo
- TransDigm Group - Wikipedia
TransDigm Group Incorporated is an American publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components. It was founded in 1993, when four industrial aerospace companies were combined by a private equity firm in a leveraged buyout. TransDigm expanded the range of aerospace components it manufactures through acquisitions over the years. It filed an initial public offering on the New York Stock Exchange in 2006. TransDigm was formed in 1993[2] under the name TD Holding Corporation.[3] It was founded with an initial equity investment of $10 million.[4]: 228 The company was created by founders W. Nicholas Howley and Douglas Peacock, along with private equity firm Kelso & Company, in order to acquire and consolidate four industrial aerospace companies from IMO Industries Inc. in a leveraged buyout.[2][5][6]: 8 Those four companies were Adel Fasteners, Aero Products Component Services, Controlex Corpo
- Gaurav Kapadia on New York City, Investing, and Contemporary Art (Ep. 264) | Conversations with Tyler
Gaurav Kapadia has deliberately avoided publicity throughout his career in investing, which makes this conversation a rare window into how he thinks. He now runs XN, a firm built around concentrated bets on a small number of companies with long holding periods. However, his education in judgment began much earlier, in a two-family house in Flushing that his parents converted into a four-family house. It was there where a young Gaurav served as de facto landlord, collecting rent and negotiating late payments at age 10. That grounding now expresses itself across an unusual range of domains: Tyler invited him on the show not just as an investor, but as someone with a rare ability to judge quality in cities, talent, art, and more with equal fluency. Tyler and Gaurav discuss how Queens has thrived without new infrastructure, what he’d change as “dictator” of Flushing, whether Robert Moses should rise or fall in status, who’s the most underrated NYC mayor, what’s needed to attract better may
- Lie still in bed – Ognjen Regoje • ognjen.io
I even started using one of the loudest and most annoying alarm clocks I could find. (That sound still gives my university housemate flashbacks.) In my search for ways to fix my sleep schedule, I came across a seemingly simple piece of advice: Lie still in bed. If I remember correctly, that article, like many others, suggested sleeping at the target time every day. To do that, it said, you should lie still in bed with your eyes closed. It explained that most people fail not because they go to bed late, but because they play on their phones, watch TV or read a book. So, they go to bed earlier but still go to sleep late. The logic made sense and I tried it. Of course, it didn’t work the first night. But it did in a couple of weeks. Eventually, I was able to take that to an extreme and became a morning person. Over the following ~10 years, I’ve successfully applied a generalized version of this advice to several other things. And over that time I’ve realized three things about practice. J
- Advice for smart, right-leaning Zoomers
The following is a section of my brief viatext interview with The Lion and the fox. Read the whole thing there. Right Rationalism is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. When Peter Thiel was at Stanford, everyone knows that he started the Stanford Review. But people forget that he got money for this from the Intercollegiate Studies Institute—an org started by one William Frank Buckley. This still exists, and they still give those right-wing student newspapers grants. To strive in this greater right-wing internet nexus (and a lot of the rest of the world) is to learn to live in spiraling networks of mentors and mentees, minnows organizing themselves around whales like Thiel, the Red Scare girls, and Cowen. I’ve spent some time here, and I have lived well enough. Of course, I’ve missed a lot of opportunities, but—in the spirit of Patrick Collison and Nabeel Qureshi—here are some of the things I’ve found hel
- Nvidia v. Google, Scaling Laws, and the Economics of AI - Colossus
Episode 451: Nvidia v. Google, Scaling Laws, and the Economics of AI Invest Like The Best Episode 451 Hosted by Patrick O'Shaughnessy 12.09.2025 Gavin Baker is the Managing Partner and CIO of Atreides Management. We cover the infrastructure arms race between Google and Nvidia, the logic behind building data centers in space, and why SaaS companies are repeating the fatal mistakes of bricks-and-mortar retailers. This episode is brought to you by: Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more throug
- cdixon | If you aren’t getting rejected on a daily basis, your goals aren’t ambitious enough
Chris Dixon's blog.
- The Courage to Be Disliked - by Ichiro Kishimi and Fumitake Koga | Derek Sivers
Wow. A profound little philosophy book from Japan, communicating the psychology of Alfred Adler - a rival of Freud. Told as a conversation between an angry student and a patient teacher. A little book so good that I rushed home from other activities to keep reading it, and finished in a day. A surprisingly fresh perspective on how to live. (The “disliked” part is not the point, so don’t let the title distract you.) No experience is in itself a cause of our success or failure. Nothing is actually determined by those influences. We are not determined by our experiences, but by the meaning we give them. We determine our own lives according to the meaning we give to those past experiences. We do not suffer from the shock of our experiences - the so-called trauma - but instead we make out of them whatever suits our purposes. If he thinks, “I can’t __ because I was abused by my parents”, it’s because it is his goal to think that way. His real goal is “not going out.” He is creating anxiety
- fivetran and dbt gear up for war - by Ethan Ding - mandates
everyone on the internet is saying the dbt + fivetran merger means the modern data stack is dead. but most people don’t actually know what that means. so let me tell you a story about the greatest distribution hack in enterprise software history, and how it’s all coming apart. for years, companies like dbt, fivetran, hex, and sigma had a beautiful deal with snowflake: drive compute consumption, get free access to snowflake’s entire salesforce. they plugged into snowflake’s go-to-market and grew faster than any enterprise software company in history. it was symbiotic. snowflake got massive consumption. the modern data stack got to ride their rocket ship. everyone won. then the warehouses realized they didn’t need to share anymore. dbt and fivetran are two of the last ones standing. and they just merged. this is the final chapter. here’s what made the dbt/snowflake relationship work for years: dbt builds business logic on top of snowflake. stripping out middle names to do entity matching
- Emerging Architectures for Modern Data Infrastructure | Andreessen Horowitz
This is an updated version of a post we originally published in 2020. You can read the original version here. To help data teams stay on top of the changes happening in the industry, we’re publishing in this post an updated set of data infrastructure architectures. They show the current best-in-class stack across both analytic and operational systems, as gathered from numerous operators we spoke with over the last year. Each architectural blueprint includes a summary of what’s changed since the prior version. We’ll also attempt to explain why these changes are taking place. We argue that core data processing systems have remained relatively stable over the past year, while supporting tools and applications have proliferated rapidly. We explore the hypothesis that platforms are beginning to emerge in the data ecosystem, and that this helps explain the particular patterns we’re seeing in the evolution of the data stack. To compile this work, we relied again on input from dozens of data e
- AI in 2025: gestalt — LessWrong
This is the editorial for this year’s "Shallow Review of AI Safety". (It got long enough to stand alone.) Epistemic status: subjective impressions plus one new graph plus 300 links. Huge thanks to Jaeho Lee, Jaime Sevilla, and Lexin Zhou for running lots of tests pro bono and so greatly improving the main analysis. Better, but how much? Fraser, riffing off Pueyo We now have measures which are a bit more like AGI metrics than dumb single-task static benchmarks are. What do they say? So: is the rate of change in 2025 (shaded) holding up compared to past jumps?: Ignoring the (nonrobust)[5] ECI GPT-2 rate, we can say yes: 2025 is fast, as fast as ever or more. Even though these are the best we have, we can’t defer to these numbers.[6] What else is there? One way of reconciling this mixed evidence is if things are going narrow, going dark, or going over our head. That is, if the real capabilities race narrowed to automated AI R&D specifically, most users and evaluators wouldn’t notice (espe
- Work Less, Get More Done: Analytics For Maximizing Productivity | Kalzumeus Software
For three years now I’ve been running a small software business in my spare time. It has been a very educational experience, especially in showing me that many things we think we know about software, programming, business, and the like are wrong. This is a bit of a shock, especially for well-worn chestnuts which have intuitive appeal, which we have come to invest with moral significance, and (most importantly, because we all think we’re smart) we’ve believe so self-evidently true as to make investigation a waste of time. For example: I have come to the conclusion, over the last three years, that working hard is overrated. This is an idea I have been kicking around for a while, but it was thrown into sharp relief by a blog post entitled The Only Alternative Is To Work Harder, by a gentleman named Paras Chapra over at Wingify. Paras and I have corresponded over email a few times, so I say as one analytics junkie to another: the notion that working longer hours is correlated to better
- How to Meet People in a New City - Quarter Mile
Home • Subscribe • Contact • Writing Club • Questions * * * How to Meet People in a New City So there you are. It’s six in the evening and you are sat at the longstanding bar you read about on the long flight over. You’re drinking a vermouth or something equally sophisticated. The Murakami you bought at the airport is out, and boy, are you looking mysterious. You’re glancing up at a stranger every so often. Hoping to catch somebody’s eye. Doing your best Bourdain. Thinking maybe he’d be proud. Really, things are great. You’re in a new city, damn it! There are new streets and new faces and new bars, like this one. It’s all breathtaking and novel and, hell, maybe you’ll settle down here. You have just one problem, though, and well, it’s sort of a big one. You don’t know anybody here. There’s a certain awkwardness about trying to meet people. Part of it is that, as humans, we are supposed to know people already. Even as a little kid in elementary school, one of the first thing
- Howard Marks (investor) - Wikipedia
Howard Stanley Marks (born 1946) is an American investor and writer. He is the co-founder and co-chairman of Oaktree Capital Management, the largest investor in distressed securities worldwide. In 2022, with a net worth of $2.2 billion, Marks was ranked No. 1365 on the Forbes list of billionaires.[1] Marks's essays, called "memos", are widely admired in the investment community. They detail his investment strategies and insight into the economy and are posted publicly on the Oaktree website. He has also published 3 books on investing.[2][3] According to Warren Buffett, "When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something, and that goes double for his book."[4] Marks focuses on risk management and says that investors should set investment strategy according to their personal situations and ask themselves whether they worry more about the risk of losing money or the risk of missing an opportunity.[4] Marks believes that it is h
- 2025 Meritech Markets Update - by Alex Clayton - Meritech
We are excited to share our 2025 markets update. Each year, we deliver a markets update presentation to our limited partners at our annual meeting. Today, we’re making it publicly available—please see the video below. The Meritech Team
- Jim Goetz - Wikipedia
James J. Goetz[2] (born 1965/1966) is an American venture capitalist and businessman who is a partner at Sequoia Capital. Goetz is known for his focus on mobile and enterprise startups, including successful investments in AdMob, WhatsApp, Chartboost and GitHub. In 2017, Goetz announced he was stepping back from his leadership role with Sequoia, but continues to invest and represent the firm on company boards. Goetz was born in Detroit, Michigan,[3] and raised in the Midwestern United States, and attended the University of Cincinnati, where he received a B.S. in electrical and computer engineering.[4][5] Afterward, he attended Stanford University and earned an M.S. in computer systems.[6] Goetz started a PhD, but chose instead to pursue a career in product management, with early stints working at AT&T and SynOptics,[4] which later became Bay Networks.[7] Goetz became a vice president at Bay Networks,[8] then left in 1996 to co-found a software company, VitalSigns.[9][6] With co-founders
- Change Your Life In 30 Days - Quarter Mile
Change Your Life In 30 Days Here is a list of big life changes you could make within 30 days. These are things that you may not imagine could be done in such...