Escaping Obstacles with Arbitrage

Board
Languages? Compiling the future is where the real fun's at • The Register
The language wars were fun, but they're done
The Future of Substack
And How It Might Replace The New York Times
How to Become the Best in the World at Something
With skill stacking, you don’t need to be at the top to be extraordinary.
The Red Queen Effect: Avoid Running Faster and Faster Only to Stay in the Same Place
The Red Queen Effect explains why you need to work harder and harder just to stay in the same place. Here's how to escape the powerful trap that anchors us.
Surfing the Right S-Curve - by Byrne Hobart
Plus! Google: Benefits and Retention; Tail Risk on Trial; Policy Homogeneity; Procurement; Density Redistribution; Crisis Hormesis; The Other Derivatives Narrative
Cash—Kingmaker or Killer? - Napkin Math
A examination of when cash can anoint a market winner
Robbing Peter to pay Paul is robbing us all
When particles in the air on one side of the world can change the frequency of cyclones on the other, you know Peter, Paul, and everyone else is in the exact same boat Read this edition online
The Core Formula of Internet Businesses
If you don't have network effects, what other asset can you have to create a massive online business?
285: Nvidia Q1, VMware + Broadcom, Cloudflare S-Curves, 70% Inflation, Fertilizer Prices, EV Charging, Microsoft's Keystone, and AWS' Graviton 3 ARM CPUs
"I’m trying to look at it as leveling up"
Gp Bullhound Consumer Subscription Software Update Aug 2019 pdf
The Democracy of the Future
What do these have in common: Elon’s Twitter, ants, General von Moltke’s strategy, brains, AI, prediction markets, and Wikipedia? The answer shows the path to the future of democracy.
Reversion to the mean: the real long COVID
The pandemic may be over, but so is tech exuberance.
Back to the Rule of 40 for Startups
With the Great Exuberance behind us and more restructuring pain ahead of us, it’s clear that we’re back to the standard Rule of 40 in startup land. For several years, it was growth at all costs. Wa…
Advice to Grads
This week has been difficult. I won’t weigh in on what happened in Texas other than this: What Steve Kerr said. There are, however, things to be positive about. U.S. colleges are graduating millions of young people who will soon enter the real world and deploy their talents. This time last year I wrote some […]
A Short Primer on eBPF
In Linux, virtual memory is divided into user space and kernel space. The kernel is the core part of the operating system that serves as the interface between physical hardware devices and running processes. Kernel space protects that interface from faults (if the operating system itself fails, how does it recover?) and from malicious programs (trying to circumvent operating system security or modify another program). A diagram of Linux kernel space and user space from Wikipedia (source [https:
Smart Contract Language Runtimes
Language runtimes are fun again. Where can a language run? It's not a question of Linux vs. Windows anymore. Can it run in the browser (WebAssembly)? Can it run in the kernel (BPF)? Does it support x86 and ARM? Can you embed it in another language? Other important questions: How can it be packed into a container? What security boundaries does the runtime provide? First, what is a language runtime? You can think of the language runtime as the environment in which a program is executed. Everyth
In Search of Organic Software
So over the last couple weeks, I’ve been talking to VCs and founders who have and haven’t taken VC to learn whether it makes sense for Kinopio. I don’t think it does.
DALL•E 2 - Sam Altman
Today we did a research launch of DALL•E 2, a new AI tool that can create and edit images from natural language instructions. Most importantly, we hope people love the tool and find it useful....
why we underestimate the influence of emotions
“I would do much better!” you think, watching someone give a presentation about a topic you are familiar with. “I don’t feel like smoking at all, I’ll definitely be able to quit tomorrow,” you say with a relaxed tone, right after smoking a cigarette. These are illustrations of the empathy gap: our tendency to underestimate ... Read More
how your “emotional temperature” impacts your decisions
We constantly make decisions that will affect our lives in the future. That future can be one hour from now (what’s for lunch?) or one year from now (should I hire an assistant?). Unfortunately, the brain has a hard time imagining what our future selves will need. Instead, it takes mental shortcuts and makes choices ... Read More
The willpower paradox: when self-talk becomes counterproductive
People using interrogative self-talk seem to perform better than those who use declarative self-talk. That’s the Willpower Paradox.
Be Single-Minded Long Enough to Get Lucky
Recently I was sitting outside at a restaurant and my ears perked up when the gentleman at the table behind me started talking about entrepreneurs with his guest. When pressed by his companion as t…
The Epic Story of Dropbox's Exodus From the Amazon Cloud Empire
Half-a-billion people stored files on Dropbox. Well, sort of. Really, the files were in Amazon’s cloud. Until Dropbox built its own. And threw the switch.
No More Boring Apps | (Not Boring) Software
At age 39, painter John Baldessari took his entire life's work of landscape paintings and lit it ablaze.
Overstating the Consumerization of IT – Stratechery by Ben Thompson
Marco Arment, in Underscore Price Dynamics: This is the real reason why Apple doesn’t care about upgrade pricing: there’s no demand from customers. The market has shown that free apps will be downl…
Season 2 of Athens — A Collective Vision
We are pivoting from PKM and creating a new category, CKM. Our vision is to create a Collective Brain, a social network for learning, collaboration, and innovation.
Technical Wedges
How to create and use technical wedges strategically as a software business. Lenny Rachitsky of Lenny's Newsletter wrote a piece [https://www.lennysnewsletter.com/p/wedge] on finding a wedge. He defines a wedge as follows, > A wedge is simply a strategy to win a large market by initially capturing (1) a tiny part of a larger market or (2) a large part of a small adjacent market. He goes on to give examples across different industries that have been impacted by software: Doordash, Stripe, Uber,
Bytes: Welcome to the 1st annual OSScars
Hope everyone enjoyed the Oscars last night (watching one twitter clip over and over doesn’t count). But we’ve got something much better for you today (better than the Oscars, not the twitter clip).
Diversify your life
If your existence is all about work, and work goes to shit, then life goes to shit too. If you live for your hobby, and your hobby hits the wall, then your life crashes too. If everything else is waiting until you hang with your mates, and your mates fade away, then you fade too. Betting your drive to get up in the morning on a single ...