Invest in capex, not opex.
Invest in capex, not opex. Opex doesn't give you compounding returns. Capex produces durable advantage. Capex leads to results that improve while you sleep....
133 mentions · 19 chunks · 16 episodes
Invest in capex, not opex. Opex doesn't give you compounding returns. Capex produces durable advantage. Capex leads to results that improve while you sleep....
Companies often invest in hill-finding when times are good, but not when times are bad. Hill-finding creates diffuse value for concrete cost. It doesn't show linear returns...
...ity champion. The community champion is the person who goes above and beyond to invest in the community and make it better for everyone else. You need someone who is hungry. One way to do that is to find someone who is junior, shows evi...
...t success begets success. The more successful you are, the more you are able to invest in the next round. This means that even one lucky break can put you on a compounding trajectory to a 10x better outcome than before. Imagine winning ...
... democratizing. Win rates are correlated with existing capital–how much you can invest in the lottery. Same as it ever was. By gambling in them and thinking you'll get rich you are the chump. But it's framed as sticking it to the man.
...on brands. Walmart can marshal insane amounts of demand. If a brand is about to invest in brand-building marketing spend, Walmart forces them to invest in lowering the price instead. If they don't, they won't stock them on the shelves. ...
...Claude Codes. They're like little chirping birds, begging to be fed. The more I invest in them, the more they produce useful things. There's always at least one chirping. By the time you feed one, there's another already ready to be fed...
... No time for thinking. Communication is also cheap enough to not require you to invest much time in what you're communicating.
When you believe in what you're doing you go above and beyond. You invest. You'll do 10x better work on it.
To invest in a thing, you need to believe in the future of it. When people don't believe, they don't bother investing in the future of the thing and it dies. '...
"Spend your time" is about now. "Invest your time" is about the future.
...any more ways to be wrong than right. If you care about being right you have to invest much more effort per statement. If you don't care about being right you can overwhelm those who do. R-selected vs k-selected. The result is that we a...
...ad-of-time organizers. Everyone gets more organized without everyone needing to invest a ton of time.
Building trust is an investment. Short term cost for long term gain. You have to plan to work with the people you're building trust with again. If you don't, then it's not worth...
When you really invest in a second brain, it's empowering... but also terrifying! What if you lose access to it?
...mental value. Getting to viability quickly and then choosing what to extend and invest more in.
...to catalyze an ecosystem that extends wildly beyond the product. The people who invest their time and capital into those kinds of catalytic products are the ones who should be excited to invest in other things that grow in the ecosystem...
...rong, seek to understand why the prediction was wrong. The amount of effort you invest in understanding it should scale with the size of the surprise and how likely you think you'll be in a similar kind of situation in the future. Was t...
...rate with a partner, timing is everything. A partnership requires both sides to invest at the same time. If your counterparty is ready to collaborate now but you aren't, the window of possibility might close. This is especially true if ...