I accidentally discovered how to compress a semester of learning into 48 hours.
A grad student at MIT showed me his NotebookLM setup. I thought he was just organized. Then I watched him pass a qualifying exam on a subject he'd never studied before.
Here's exactly what he did:
First: he didn't upload a textbook.
He uploaded 6 textbooks, 15 research papers, and every lecture transcript he could find on the subject.
Then he asked NotebookLM one question:
"What are the 5 core mental models that every expert in this field shares?"
Not "summarize this." Not "explain this topic."
Mental models. The stuff that takes professors years to develop.
But the next part is what broke my brain.
He followed up with:
"Now show me the 3 places where experts in this field fundamentally disagree, and what each side's strongest argument is."
In 20 minutes he had a map of the entire intellectual landscape of the field:
the debates, the consensus, the open questions.
Most students spend a full semester just figuring out what those debates even are.
Then he did something I've never seen before.
He asked:
"Generate 10 questions that would expose whether someone deeply understands this subject versus someone who just memorized facts."
He spent the next 6 hours answering those questions using the source material. Every wrong answer triggered a follow-up:
"Explain why this is wrong and what I'm missing."
By hour 48, he could hold a conversation with his thesis advisor without getting destroyed.
The tool didn't change. The questions did.
Most people treat NotebookLM like a fancy highlighter.
These students are using it like a private tutor who has read everything ever written on the subject.
The difference between a semester and 48 hours isn't the amount of content.
It's knowing which questions to ask.
My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.
NEW: We are short Ether $ETH, and ETH-linked securities, incl. $BMNR.
We think ETH tokenomics are impaired following the December 2025 Fusaka upgrade. Vitalik knows it and is selling, while $ETH's most ardent bull, Tom Lee, is throwing good money after bad.
$ETH is going lower.
Feel like, $BTC has had a number of opportunities to go down the past couple weeks and hasn't. When it stops reacting to news good or bad, you typically end up with a move in the opposite direction more often than not
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
https://t.co/JzzwCrbJgS
I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
https://t.co/YK8E11GcDU