one thing people outside crypto don't understand is how mentally exhausting this space can be.
the market never closes.
there's always another narrative, another launch, another crash, another opportunity you're scared of missing.
one minute you're feeling like a genius because your bags are up.
the next minute you're staring at your screen wondering how an entire month's gains disappeared in a few candles.
and then there's the comparison trap.
you open the app and see somebody claiming they turned $500 into six figures overnight.
meanwhile you're doing everything right and still feel behind.
that messes with your head more than people realize.
the worst part?
it's hard to explain to people outside of crypto too.
trying to tell your family why you're stressed on a random day because of something happening onchain sounds insane.
just remember:
none of this is worth losing your health, your peace of mind, or the people around you.
the money means nothing if you arrive at the finish line completely burnt out.
rooting for all of you.
your growth, your bags, and your peace of mind.
we're gonna make it.
just don't forget to stay human while you're getting there.
openai ipo leaks
~$13b revenue
~$34b spend
~-$39b losses
the paradox
- revenue exploding
- losses exploding faster
both true at once
what’s happening
- chatgpt share drops to ~46%
- claude + others gaining ground
- competition is real now
why markets don’t care (yet)
- ai is being priced like infrastructure
- not software margins
- growth > profitability
spacex effect
spacex ipo showed markets still reward:
- deep tech
- high burn
- strategic dominance narratives
even with losses
so the real question isn’t:
“is openai gonna profitable?”
it’s:
“does anyone else get to win this category?”
elon musk explains how he evaluates candidates
“i suppose honestly that it tends to be gut feel more than anything else.”
“when i interview somebody, i ask: tell me the story of your life and the decisions you made along the way and why you made them.”
“the people who actually solved the problem know exactly how they solved it.. the little details.”
“the ones who didn’t solve it can only go one level deep before they get stuck.”