Rational VC Podcast

Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Top-25 Podcast exploring Timeless books:

[Rational VC Podcast @rationalvc]

The long awaited episode on Nassim Taleb's "The Black Swan" is now live on all platforms 🎙📺 Trailer below 👇🏻

. @iman_olya and @CyrusYari break down the key concepts from the book, discuss their experiences and provide actionable takeaways from the book

rationalvc dot com

[Cyrus Yari @CyrusYari]

skin in the game, soul in the game,

i personally rarely believe in the long-term prospects of companies that are no longer founder-led.

(there are exceptions to the rule, but tHe ExCePTiOn DoES nOt mAkE tHe RuLe)

[Cyrus Yari @CyrusYari]

co-sign. especially in this corner of X that I'm on: many of you have never truly been smacked in the face with a crisis or the harsh realities of life, and it shows.

talk good tings, but don't talk about hardship. you don't know hardship bruv.

[Rational VC Podcast @rationalvc]

@CyrusYari 🔥🔥

[Cyrus Yari @CyrusYari]

no one ever really did this for me - immigrants just try to survive - so for me it all came from within & spoke like this to myself. maybe cos i was born in slums & realised only way is up.

but i've done this for many others. i was their "Mourinho" 🥲 whether it was ppl's careers, education, business, making content online. boosting their confidence & vision to grab it by the fucking horns.

feels good.

[Cyrus Yari @CyrusYari]

this weekend read the Timeless published 50+ yrs ago

& read the timely published in last ~24 hrs (& nothing in between). elite timely reads:

- @Dominic2306 on AI and Power - https://t.co/xXth9iVqjl

- @WillManidis on capital, sovereignty, and the coming reordering of economic power - THE COMMANDING HEIGHTS https://t.co/4ozXlLGALx

- @Jack_Raines on Prestige Traps and Technological Shifts - https://t.co/A4r5xydgUm

[Rational VC Podcast @rationalvc]

@CyrusYari 🐐🐐

[Cyrus Yari @CyrusYari]

I don't listen to many podcasts nowadays, but when I do...

a phenomenal episode to learn from two gents with immense knowledge & passion in books/publishing.

👍

[Rational VC Podcast @rationalvc]

@CyrusYari 🍻

[Cyrus Yari @CyrusYari]

self-awareness is even rarer now that most have outsourced entire tinking & decisions to AI. How do I feel? I don't fkin know, hey claude bruv how do i feel?

also reminds me of Munger's circle of competence. I for one would rather die than work "996" for someone else. but for maself? oh yea.

We all have a circle of competence (& tolerance) – an area in which we have a lot of earned knowledge or tolerance for said thing. The size of that circle is not important. What is important is knowing when you are approaching the perimeter.

[Rational VC Podcast @rationalvc]

@CyrusYari 👨🏻‍🍳

[Cyrus Yari @CyrusYari]

hiring is just sales

getting a job is entirely different skill set from doing the job

Rational School hiring accelerator has a near 100% placement rate, & u don't pay most of fee unless u're placed (we have skin in the game)

next available spots = January

rational [.] school

[Rational VC Podcast @rationalvc]

@CyrusYari 🤌👨🏻‍🍳

[Cyrus Yari @CyrusYari]

22 yr old emailed me, asking for advice. i receive many of these now for last 6+ yrs.

he did the degree, big corpo internships & can now do the corpo thing, but he wants to forgo that and build physical cleaning business in Europe. his parents worried.

my quick reply to him:

[Rational VC Podcast @rationalvc]

@CyrusYari 🤌

[Rational VC Podcast @rationalvc]

@CyrusYari 🤌🤌

[Cyrus Yari @CyrusYari]

as uncertainty in the world increases, more important than ever to have optionality.

optionality -> freedom. freedom is the biggest asset. you don't want to remove serendipity and opportunities for asymmetry.

- i.e. not locking yourself into illiquid "ASSets" like real estate (unless you're buying your forever home in cash, even then you're betting on that jurisdiction & its rulers for 50+ years. don't be fooled by randomness: keep in mind the risk that your home may become totally unsellable one day as we are seeing with London leasehold properties rn). ignore the illiquid.

- never take mortgages or any form of loans/debt. you're not a private equity boss bro. debt removes optionality, creating a prison for yourself, especially long-term debt as you're at the mercy of imbecilic policymakers. retail debt is extremely expensive & dangerous.

- living within your means & not indulging in excess consumerism & physical belongings that tie you down or may force you to sell for scrap or take up mental bandwidth.

- not locking yourself into a job that requires in-office presence and prevents location freedom.

- learning and earning outside of your day job to stack extra skills/incomes to be more resistant to employment shocks given rise in AI replacement theory etc.

- using the "job" as non-dilutive financing to fund your asymmetric bets (working on high-leverage projects online)

& many more.

[Rational VC Podcast @rationalvc]

@CyrusYari 😱

[Cyrus Yari @CyrusYari]

i've been VC investing since 2022. I've invested with "TiEr-OnEs", "eMErGiNg gPs", & more.

I've had offers to join VC firms or even take a lot of their money & launch something. But I'm not a charlatan, it's a side quest for me. I mostly invest to have fun @ rational [.] fund

[Rational VC Podcast @rationalvc]

@CyrusYari 🤌

[Cyrus Yari @CyrusYari]

i remember once i tried to do the indie hacking thing of sharing $ wins (like a screenshot of MRR or lots of purchases coming thru)

within minutes, Ali Carpet aka Tehran Tony aka Iranian Fat Tony sent me a message, telling me to delete that shit, not only cos of evil eye but the general wider consequences.

& Tehran Tony is always right on these old school tings. so i listened. 🧿