Aimlessness is a vice - They who have no central purpose in their life fall am easy prey to petty worries, fears and troubles all of which are indicators of weakness, which lead to failure, unhappiness, and loss, for weakness cannot persist in a power-evolving universe.
“Fortune doesn’t have the long reach we suppose, she can only lay siege to those who hold her tight. So, let’s step back from her as much as possible” - Seneca
Contraste abismal: rumbo al Mundial 86 México vivía una verdadera fiesta nacional. Había ilusión, banderas en las calles, orgullo y unión después del terremoto del 85. Se vivía como algo histórico y propio. El Mundial se sentía del pueblo.
Ahora el ambiente se siente frío, apagado, totalmente comercial y sin pasión. Más marketing que emoción futbolera. Un mundial sin espíritu y lejano.
KKR mapped the AI infrastructure value chain.
The electrical infrastructure supplying every layer of it represents some of the most compelling roll-up opportunities in private markets today.
Price inelastic customers, high retention, fragmented market.
Brazil feeds a billion people.
It holds 12% of the world’s freshwater.
It produces 87% of its electricity from renewables at half the cost of American power.
It holds 94% of global niobium, the second-largest reserves of rare earths, and the second-largest reserves of graphite.
Its stock market trades at 9.25x forward earnings.
The S&P 500 trades at 21x.
An American investor pays more than twice as much per dollar of expected earnings for exposure to the US economy than for the country that holds the minerals, the water, the food, and the energy that the 21st century runs on.
Someone explain to me how that math works.
Read why I’m bullish on Brazil below 👇
We are going!
With Artemis II's launch, we've taken another step toward a long-term presence on the Moon. Here's a recap of the historic mission so far – and a preview of what's to come.
Follow along as four astronauts continue their journey around the Moon and back: https://t.co/G7LpghURjg
Introducing Perplexity Computer.
Computer unifies every current AI capability into one system.
It can research, design, code, deploy, and manage any project end-to-end.
Eric Baker @StubHub - Been trying to find a Solution to Tickets I bought and that never were transferred. Literally outside crypto arena and customer service is terrible. Travelled from Mexico, just for this. Lost loyal customer
At your funeral, friends and family will argue over who gets your belongings.
People will talk about the food and the venue.
Your life will be summarized in 2-3 paragraphs.
Conversations will shift from your life to their lives.
Your friends will drive away thinking about what’s next on their to-do list.
Some people won't be able to make it because "something came up."
And most of the people you know today won’t even be there.
You’re gonna die.
People will move on (in weeks not years).
Do what you want.