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Tim
9b6f2d048ac9f8741028f619d25538ae57226957210bddcc21b10f6e834846a7

https://bigthink.com/business/surfing-the-edge-tim-oreilly-on-how-humans-can-thrive-with-ai/

"Realizing the future does not have to be like the past and trying to keep it like the past is almost always the wrong strategy. In technology, that means being comfortable with the unknown.”

“Money is a lagging indicator of value created, impact, and service. The people who do the best financially are usually the ones who obsess over solving real problems, creating real impact, or genuinely helping others. The worst decisions I’ve ever made were when I reversed this equation.

Don’t chase the dollars. Create the value and the money will chase you.”

-Sahil Bloom

When mistakes are cheap, you can move fast and fix what doesn't work. When mistakes are expensive, you overthink everything and still choose wrong.

This is why startups can run circles around big companies. It's not because they're smarter, but because being wrong isn't expensive. - Shane Parrish

August NW update including my monthly house pick, increasing gold holdings and the reasons doing nothing is soooo good:

https://www.bemoreliketim.blog/posts/august-2025-update/august-2025-update/

"After a lifetime of blaming others, it is exceedingly difficult for us to finally acknowledge that the only person who has consistently been in all the scenes of that long-running soap opera we call our life is us, and, as a necessary corollary, that we bear some large responsibility for how the drama is turning out."

-James Hollis

Why today’s graduates are screwed

https://archive.is/Mb3HQ

Knowing what you’re doing is way overrated. — Pope.L

From James Clear email . . "Three qualities that have nothing to do with talent or intelligence, but can make a dramatic impact on your results:

Cheerful. You are pleasant to work with and generally raise the level of energy in the room.

Accountable. You feel personally responsible for what you want to accomplish. It is not someone else's job. It's your job.

Adaptable. You can find alternate paths to success. You don't need things to be a certain way to be happy."

Chinese car manufacturers are coming on strong. Very strong. There’s some serious pain coming up for some of the existing manufacturers.

https://youtu.be/9IMIDQOQzf4

Latest monthly NW update: https://bemoreliketim.blog/posts/may-2025-update/may-2025-update/. Includes thoughts on the hypocritical All-In Podcast

Yet after over a decade of growth plans, white papers, government inquiries and think-tank research, Britain has little to show for it in on-the-ground growth improvements.

The solutions are known, but delivering on productivity policy is hard.

https://archive.is/25DPx

Latest monthly net worth update . . . plus a note on why I won't be investing in Phillipe Laffont's latest fund. I'm sure he's worried . . .

https://www.bemoreliketim.blog/posts/april-2025-update/april-2025-update/

That uncertainty is guaranteed,

That the improbable is inevitable given enough time, and

That the very act of planning requires acknowledging how little we can truly plan.

https://www.safalniveshak.com/how-to-survive-the-wrong-turns-in-life-and-the-markets/

The big university lie . .

The reality on the ground is that every year, a glut of graduates end up in entry-level roles; jobs that, according to Wiltshire, could easily be done as school leavers “with some on-the-job training, ability, work ethic and ambition”.

https://archive.is/e4neV

“Some poor, phoneless fool is probably sitting next to a waterfall somewhere totally unaware of how angry and scared he’s supposed to be”

—Duncan Trussell

https://www.lifeafterthedailygrind.com/p/the-disease-of-more

While pessimists write reports, optimists write history. - Shane Parrish