Jensen Huang just made the case that the smartest person in the room is now the most replaceable person on earth.
Huang: “The definition of smart is somebody who’s intelligent, solve problems, technical. But I find that that’s a commodity. And we’re about to prove that artificial intelligence is able to handle that part easiest.”
The skill you built your entire identity around was the first thing the machine replicated.
Not the hardest part. The easiest.
Huang: “People who are able to see around corners are truly, truly smart. And their value is incredible. To be able to preempt problems before they show up, just because you feel the vibe.”
Huang: “That vibe came from a combination of data, analysis, first principle, life experience, wisdom, sensing other people.”
The vibe is not intuition. It is decades of failed bets, human friction, and first-principles thinking compressed into a single read no model can replicate.
You cannot prompt your way to it. You earn it by surviving things that had no instructions.
Huang: “I think long term the definition of smart is someone who sits at that intersection of being technically astute, but human empathy and having the ability to infer the unspoken, around the corners, the unknowables.”
Every institution you ever passed through graded you on the one thing the machine now does for free.
The thing they never tested you on is the only thing that still matters.
Huang: “And that person might actually score horribly on the SAT.”
The SAT did not measure intelligence. It measured obedience to structure.
The future does not reward what you can solve inside a framework someone handed you. It rewards what you can see when no framework exists.
The machine did not replace human intelligence.
It revealed that what we spent a century calling intelligence was never intelligence at all.
The people who memorized the answers are about to work for the people who sensed the questions before anyone thought to ask.
The faster technology moves, the more I think about Bezos' question
What won't change in the next 10 years?
Things I've been writing down over time:
- Humans will always need shelter, food, energy, and healthcare.
- The desire for ownership and the accumulation of wealth.
- The physical world will move more slowly than the digital one.
- Every increase in technological capability, especially AI, will require more energy.
- People and businesses will continue to need access to capital.
- Capital will continue to seek returns that exceed inflation.
- Underwriting methods evolve, but demand for credit (loans) is persistent.
- Trust remains scarce and becomes increasingly valuable as content, code, and fraud become cheaper.
- Verified identities and reputation becomes more important as information becomes abundant and synthetic.
- Long-term wealth creation and dynastic (multi-generational) thinking predate modern technology, and will persist.
- Coordination and transaction costs never fully disappear; market friction will continue to justify the existence of firms and intermediaries.
- People will continue to compete for status.
- Consumers will pay a premium for products and services that confer status.
- Time remains fixed at 24 hours per day.
- But attention is a finite resource and an enduring constraint.
- Products that credibly save time (or enable delegation) have a perpetual market.
- Inaccessible, proprietary data will be a persistent moat. The more inaccessible and difficult to aggregate, the deeper the moat.
- People want accountability, recourse, and clearly identifiable responsibility when things go wrong.
- Regulation consistently lags technological innovation.
- Compliance requirements, licensing, and regulatory moats persist even when machines can perform the underlying task.
- Local knowledge remains valuable and difficult to replicate.
- Heterogeneous markets (like real estate) continue to reward people with deep contextual understanding.
- Incumbent organizations tend to underinvest in disrupting their own businesses, which always creates opportunities for challengers.
Bezos' insight on what wouldn't change in 10 years was "Customers will always want lower prices and faster delivery."
It's boring/ true, but I think that's the point.
Everything we build today can and will be rebuilt more cheaply, faster by someone else.
Build on the invariants, not the trends.
What have I missed?
This paragraph by Haruki Murakami hits hard:
“Once the storm is over, you won’t remember how you made it through, how you managed to survive. You won’t even be sure, whether the storm is really over. But one thing is certain. When you come out of the storm, you won’t be the same person who walked in. That’s what this storm’s all about.”
Skills that have nothing to do with money but are worth dedicating an immense amount of practice to:
- Charisma
- Metacognition
- Critical thinking
- Sitting with discomfort
- Articulating what you believe and why
- Changing your beliefs when presented with new information
Almost nobody actually practices these and it shows.
Your first attempt might not be very good, but nobody's early work is good. There will always be a gap between where you are and where you want to be. And the bridge between that gap is courage. The courage to look foolish in the beginning. The courage to show up again when your early work is criticized. The courage to look yourself in the mirror and say, "I realize I'm not good enough yet, but the only way to get better is to keep working on it."
This is why smart people rarely build businesses
Jensen Huang stood in front of a room of Stanford graduates and told them he hopes they suffer.
He wasn't being cruel. He was being precise.
His argument: people with very high expectations have very low resilience. And resilience, not intelligence, is what decides who actually makes it. A Stanford grad has spent their whole life as the smartest person in the room. They've rarely been tested by real failure. So when something finally breaks, they break with it.
Then he said the line every founder should sit with: "Greatness is not intelligence. Greatness comes from character. And character isn't formed out of smart people, it's formed out of people who suffered."
He would know. At nine, Huang was scrubbing toilets at a Kentucky boarding school his family hadn't realized was a reform school. As a teenager he bussed tables at Denny's. In 1993 he started NVIDIA in a Denny's booth, and nearly lost it more than once in the years that followed. The character was built decades before the valuation showed up.
This is why he uses the words "pain and suffering" inside NVIDIA with what he calls great glee. He isn't trying to shield his best people from the hard part. He's trying to give it to them on purpose.
Talent gets you into the room. The people who stay are the ones who were broken once and learned they could rebuild.
The fastest way to change your life is to rip yourself out of your (physical and digital) environment. Change everything overnight. The places you go, the accounts you follow, the info you consume, etc. It's difficult but it absolutely works.
We went from 0 to 2,200 paying customers in under a year by following @ycombinator's 15 rules:
1/ Do things that don't scale. Get your first 10 customers by hand.
2/ Launch now, not when it's "ready". A mediocre product in front of real users teaches you more in a week than 6 months of polishing in the dark.
3/ Charge from day one. If nobody will pay, you don't have a startup, you have a hobby.
4/ Talk to users every single day. The roadmap you need is sitting in your customers' heads, and they'll hand it to you for free
5/ Always hunt the 90/10 solution. For almost any feature there's a way to capture 90% of the value with 10% of the effort.
6/ There are only two real jobs: write code and talk to users. Everything else (conferences, press, VC coffees, corp dev calls) is fake work.
7/ You pick your customers as much as they pick you. 10 users who love you beat 1,000 who kind of like you.
8/ Growth is an output, not a strategy. Grow before product market fit and all you're buying is churn.
9/ Do less, really well. Pick one or two metrics and judge every task against them.
10/ Know if you're default alive. Paul Graham's question: on current growth and current burn, do you reach profitability before the money runs out?
11/ Don't hire until it hurts. Headcount is not progress, it's burn. Every great startup was embarrassingly small for embarrassingly long.
12/ Momentum is the only real moat in year one. Ship something every week, even something tiny.
13/ Every great startup is badly broken at some point. The game isn't avoiding fires, it's how fast you put them out. Again. And again
14/ Ignore your competitors. Startups die of suicide, not murder. In year one, the only company that can kill yours is your own
15/ Startups rarely die from running out of money. They die because the founders fall out. Brutal honesty with your cofounder is the cheapest insurance you'll ever buy
Good luck !
Living a slow life has calmed my nervous system. I don’t panic over every little thing anymore. I don’t feel guilty for resting. I don’t treat every moment like it needs to be productive. Some mornings I just make coffee and sit in silence. Looking at the sky. The birds. Breathing in the morning calm. Some evenings I stare out the window and watch the sky turn orange. Sometimes I read 20 pages. Sometimes I read none. I don’t feel the need to optimize every second of my existence anymore. That constant pressure to “do more,” “be more,” has disappeared. And in its place came what I actually needed: calm. I’ve realized life becomes meaningful the moment you stop rushing through it. Meaning was never hidden. It's was always there in the little things that made you feel peaceful and fully alive.
every time you replace “this is hard” with “what’s the first step?” you shift brain activity from your amygdala (fear) to your prefrontal cortex (problem-solving).
that’s neuroplasticity in real time.
The main benefit of your product should be explainable in one sentence or phrase. How is it different and why should I buy it? ONE sentence or phrase, folks. Apple did an excellent job of this with the iPod. Instead of using the usual industry jargon with GB, bandwidth, and so forth, they simply said, “1,000 songs in your pocket.” Done deal. Keep it simple and do not move ahead with a product until you can do this without confusing people.