2018: One Tweetstorm. One Wealth Checklist. Most people read it once. The ones who got rich never stopped rereading it. Comment 'checklist' and follow for the full PDF. https://t.co/QrTlecmmxg
@hey_AndrewUSA everyone stops at the first half. the whole thing rests on "provided that the machine is docile enough" – Good knew that was a bet, not a prediction
Wall Street called it irresponsible for two decades straight. It was the entire plan.
Every "mature" public company pays dividends once it stops needing the cash. Amazon never signed up for that rule — it was just what everyone assumed a responsible company does. Bezos ignored the assumption and poured every dollar back into infrastructure instead, for twenty years, without blinking.
AWS came out of that decision. It's roughly 18% of Amazon's revenue and about 60% of its operating profit — a sliver of the business generating most of the money.
I used to file this under "Bezos got lucky with cloud computing." Wrong file. Luck doesn't survive two decades of the same unpopular decision.
Somewhere in your industry, the same kind of "obvious" rule is sitting unquestioned, waiting for someone to notice it was never actually a rule.
@SymbiosAi True, and it's not the certificate paying you — it's the specific knowledge behind it. Not everyone who passes the exam becomes the surgeon people actually trust with their life.
You can get a certificate for everything except the thing that actually pays.
Naval's line: specific knowledge can't be taught, only learned by doing. My first instinct was to argue back — half of what I get paid for has a certificate behind it. Then I checked which one actually moved my income. None of them did.
Here's the mechanism. The day a university can produce a thousand people who do exactly what you do, that skill stops paying a premium. It becomes the floor everyone starts from, not the ceiling anyone reaches for.
Josh Wardle built Wordle alone, for his partner, with no course teaching "how to design a five-letter word game nobody gets bored of in six months." The New York Times paid seven figures for it a few months later. Nothing in that outcome came from a syllabus.
The specific-knowledge law is one of four in the pinned checklist. Comment "checklist" and follow, and I'll send you the PDF myself.
What are you doing right now that nobody's paying you for, and no class ever offered to teach?
@GuessWhichHalf Luck picked the exact week. The game itself came from years of Wardle building small experimental projects nobody asked for — that's the specific knowledge part, luck just supplied the timing.
If you wouldn't work with someone for life, don't work with them for a single day.
That's Naval's actual bar, buried inside "play long-term games with long-term people." Most people read the six words as a nice sentiment and keep taking six-month gigs with people they'd never trust past Q3.
Trust compounds exactly like money does. Slow for years, then suddenly the friend you've had for a decade is worth more than a hundred new names in your phone.
Why do the same handful of people keep landing the biggest deals in every industry. Because the deal goes to whoever's still in the room after year ten, and almost nobody stays that long.
I ran my own list last night against that bar. Half of it didn't survive the question.
The four laws in the pinned breakdown don't even touch this one. It's the engine running under all four, including who actually becomes your investor or co-founder later.
Run your own list against the same bar. Whoever survives it is the only list that matters.
2018: One Tweetstorm. One Wealth Checklist. Most people read it once. The ones who got rich never stopped rereading it. Comment 'checklist' and follow for the full PDF. https://t.co/QrTlecmmxg
2018: One Tweetstorm. One Wealth Checklist. Most people read it once. The ones who got rich never stopped rereading it. Comment 'checklist' and follow for the full PDF. https://t.co/QrTlecmmxg
Reputation and status aren't the same thing here. Reputation is earned output — it compounds and nobody loses when yours grows. Status is rank, and rank only moves if someone else drops. Naval actually argues hard for building a public name later in the thread. He just doesn't want you optimizing for the ladder position instead of the thing that earns it.
Status games make you poorer. That's not how they feel.
Naval Ravikant opens his entire wealth framework with a line most people skim past in two seconds: wealth is assets that earn while you sleep. Status is your rank in a hierarchy.
One gets created. The other gets taken off someone else.
Wealth is positive-sum — you can build a company and nobody has to lose for you to win. Status is zero-sum by definition. For you to move up, someone moves down. That's why status fights turn vicious so fast.
Here's where it costs real money. Founders optimizing for status buy the office, the title, the conference stage, the headcount. Founders optimizing for wealth buy equity, code, distribution, time. Both spend the same energy, and five years later the balance sheets aren't close.
Watch how it leaks into ordinary decisions: hiring people you don't need so the team looks bigger, taking a valuation you can't grow into, picking the client with the recognizable logo over the one who pays on time.
The businesses compounding quietly right now mostly look boring from the outside.
Full 40-principle breakdown in the article below.
I expected this distinction to be more complicated than one sentence. It isn't. And I keep catching myself on the wrong side of it.
2018: One Tweetstorm. One Wealth Checklist. Most people read it once. The ones who got rich never stopped rereading it. Comment 'checklist' and follow for the full PDF. https://t.co/QrTlecmmxg
@AlexMindNotes Fair — that's why the checklist question matters more than the phrase: does your income stop when you stop? That's testable today, specific knowledge is the multi-year answer to what you do about it.
@SymbiosAi It's actually the opposite argument — Naval's whole point is that grinding hours caps you. The thread is specifically anti-hustle-culture once you read past the headline
Warren Buffett's decision-making secret was handed out for free.
In 1995. At Harvard. On a random Tuesday.
Almost nobody has actually finished watching it.
25 specific ways your brain lies to you before you've had coffee.
One story from that talk — a doctor who kept sending healthy organs to pathology because his income depended on operating — explains more about bad business decisions than most $2,000 MBA electives.
McKinsey sells this exact framework to Fortune 500 clients for $500K workshops. Munger gave it away in 1995.
Breaking down the full talk, the checklist, and the business you could build off it — article coming soon.
Which of the 25 is running your last bad decision right now?
🚨 Three months of work. Seven minutes now.
Sam Altman said this on stage at Startup School. Most of the room heard it as a threat to their own job.
Wrong read.
He wasn't announcing a skill going extinct. A floor moved underneath everyone in that audience. What used to take a dozen specialists and a decade of runway now fits inside one founder and one agent.
Check YC's own batch numbers. Hard-tech used to be a rounding error, a few percent if you were lucky. Now it's a quarter of the cohort. Physics didn't get easier. The grinding, expensive part of building — the part that used to burn three months and a full team — collapsed into minutes.
My gut reaction matched the room's. If a prompt does what a startup used to need a quarter to do, why start one at all.
Altman's answer isn't the comforting kind. If your idea only takes three months to build, it wasn't ambitious enough to begin with.
Compute didn't shrink the opportunity here. It moved the bar for what even counts as a real attempt.
Where the money actually sits: the founders capturing value right now aren't shipping faster clones of old SaaS ideas. They took the three months they got back and pointed them at problems that used to demand a legal team, a manufacturing line, or a research lab on payroll. Robotics. Materials science. Regulated industries. All suddenly reachable by four people and a compute bill.
Rewatched the clip twice before writing this. First instinct is to feel replaced. The accurate feeling is unblocked.
If you shelved an idea because it needed twelve hires and eighteen months, that math doesn't hold anymore.
What would you build if the first draft took an afternoon instead of a quarter?
Save this before scrolling past the idea that felt too big yesterday.