Age yourself by naming the first movie you remember seeing in theaters. I’ll start: Finding Nemo.

I would burn my equity to the ground in a heartbeat for a 1% higher chance we make it out of this situation alive. I expect a great many of my colleagues across the industry would as well. I promise you, we are actually just fucking scared, it's not galaxy brained marketing.

JUST IN: FAA moves to legalize civilian supersonic flights over U.S. land for the first time in 53 years.

Los Angeles is the aerospace capital of the world. 11,000 new aerospace jobs added in LA County in the last two years. $141k average salary. Venture capital funding in LA-area defense tech surpassed $4 billion last year — more than double the prior year. Greater LA is home to nearly one-third of the nation’s space technology companies and employs — contributing $35B annually to CA GDP. SpaceX added nearly 4,000 new millionaires to the region last week. Anduril just announced a $1 billion new campus in Long Beach, adding 5,500 jobs. NASA JPL, Northrop Grumman, Rocket Lab, Relativity, Boeing, Raytheon are all within 30 miles of each other.

We're not from Silicon Valley & had zero connections when we started raising, so we were honestly just stoked and flattered when "name brand" VCs took our calls at all! And that they listened to our spiel! We definitely wanted to do a deal, but felt like we'd made it to have had the chance to pitch! We're not for everyone. Neiman Marcus was our first investor! But I still read this kind rejection from an @a16z partner with fondness.

Weekend win: The proof I submitted for Erdos Problem #397 was accepted by Terence Tao. The proof was generated by GPT 5.2 Pro and formalized with Harmonic. Many open problems are sitting there, waiting for someone to prompt ChatGPT to solve them:

Correct. In the last thirty days, 100% of my contributions to Claude Code were written by Claude Code

"Defense planners are no longer talking about hypothetical scenarios. We are working from timelines that could require mobilizing 50,000 reserve sailors in 30 days." - Lt. Cmdr. Elliot Rothrock, Joint Detachment Sheridan, on American planning for a war with China over Taiwan

There is a lot of bad business advice out there. Advice that is spewed by post economic people who hit the lottery chasing their dreams. The people who defied all odds. The people who got fame along with the fortune because what they accomplished was so incredible. They’ll tell you two things that I totally disagree with: Follow your passion. Figure out what you're good at and then make money doing that thing. The cold hard truth about choosing the best opportunity to make money: It isn’t about you. The world doesn’t care what you want to be doing. The world doesn’t care what you love. The world doesn’t care what you are good at. The world doesn't care what your interests are or what you are passionate about. I was great at running track in college. A D1 All-American and I held 4 records at Cornell. I was also great at playing beer pong. I was passionate about cooking and food. I could really cook. And guess what? The economy didn’t need any of that from me. I wouldn’t have made serious money doing any of it. I didn’t know anything about moving things when I started my first moving company. I didn’t know anything about storage when I built my first storage facility. But I got rich doing those two things. The entrepreneurs who win put their own interests aside and look at the market unemotionally. They don’t think about what they want or what they are good at. They look at other people and figure out what they need and what simple problems they are willing to pay money to not mess with. People who chase their passion end up playing highly competitive games. If it is fun for them, it is likely fun for other people. They compete with other people who make emotional decisions and do things for too long or too cheap even when they aren’t making money. Competing with these people is a bad idea.

This is what I’ve been trying to tell everyone here for the last 2 years and the Excel jockeys tell me “no you just don’t understand how important index-match actualy is” “Ok dude! You’ve never even seen a cycle, your models only go up” Random thoughts while in transit

Most people will make their biggest retirement mistake in 2026. They just don't know it yet. Families have come to me after making million-dollar mistakes—often too late to fix. Retirement crushed. Wondering if they'll have to go back to work. I started posting to help people spot these landmines before they destroy everything they've built. Thanks for all the love. Hundreds of thousands of you now, showing up every day, pushing me to go deeper and cover the strategies most advisors won't touch. So here's what's happening in January: Drop the ONE thing that keeps you up at night about retirement that your advisor isn't addressing. The real fear. The thing you're worried you're overlooking. I'm covering the scariest ones all year—real numbers, real strategies, real solutions. Your questions make me sharper. Let's make sure 2026 isn't the year you make a mistake you can't undo.

Authors - I'm curious. Do you consider the use of a site like Sudowrite to be AI generating your books or is it acceptable? I'm trying to avoid reading AI generated books in my live streams and I have an upcoming title that says that site helped to refine.