Just read Rickover’s old submarine interview ritual again—the sawed-off chair that forced you to sit ramrod straight. Accountability wasn’t optional; it was engineered into the furniture. In a world of diffuse responsibility, that kind of brutal clarity still hits different.
Serendipity used to feel like wasted time—a delayed train, an off-topic conversation. Now I see it as the unoptimized path that actually matters. Efficiency gets you to the destination. Wondering gets you somewhere worth arriving.
Berkshire released its 2025 annual report this morning with Greg Abel’s first letter to the shareholders. The letter was a good summary of operations, confirming Greg understands capital allocation and is the right person to lead Berkshire and maintain the culture. However, 1/
Happy to share the Semper annual letter. We posted it to the website last night. I attempted a section on the improbability of adequate return on capital in the AI arms race. With the retirement of Warren at Berkshire, be sure to see the unreal statistics.
https://t.co/hT4d5pHw54
@pbeisel Something I don’t understand yet is that without any manual controls how does a Cybercab passenger / driver do things like navigate tricky parking spots, garages, etc.?
@stephenrobles Great to have you on MPU! But Fishkill?! Wappingers Falls? 😀 from an ex-IBMer here who also did time in Poughkeepsie dealing with big IBM mainframes!
Last night’s #SuperBowlLX private jet exodus was wild! Five Bay Area airports (SFO, SJC, OAK, LVK & HWD) together saw a 1,136% increase in bizjet departures during the immediate post-game hours—compared to the previous Sunday. 🏈✈️
I was listening to a podcast this morning with Reid Hoffman and a colleague talking about how they used agents to translate their podcast. Hmm. Interesting idea. So I went to Gemini and simply said: “Please translate the last blog post at https://t.co/75OscMd31R into French.” Amazing! And then I asked it to do Hindi, Spanish, London cockney taxi driver, etc etc. Fun but also so powerful!
In the days of the "vertical hold," we learned a hard truth: the picture never stays locked forever. We spend so much energy trying to keep our lives from "drifting," but maybe the adjustment is the whole point.
Read: https://t.co/RTdEvfrJbm