GREG MARTIN

Forces that rule our world: - Incentives - Commodities - Emotions

@chamath @chamath Critical Minerals felt like a “keystone” Deep Dive.

@chamath Most helpful for me overall: Your post on “5 Primary Themes”. I put each Deep Dive into 1 of 5 “buckets” as they come out. See attached. Top Deep Dives: 1. Population Collapse 2. China Part 1-3 3. Media Landscape Sense Making 2.0 or Defense 2.0

Over the last few years, my team and I have written many Deep Dives - fundamental research that I use to learn, guide my thinking and refine my decision making. We started publishing these Deep Dives once per month. We now have a team and process that allows us to publish once per week. The topics are bangers - you can see a table below in the picture. We call this service Learn with Me. It costs $1,000/yr. We charge $1000/yr as a quality signal. I wanted to find a price that a) signaled when people made an important decision to subscribe to Learn with Me but also b) by staying or churning, signal to me how good the Deep Dives were. We have many thousands of people in the Learn with Me community and it grows a lot each month. The goal of Learn with Me will never change: explain important topics from the ground up, show why they matter now, and share the insights we use to understand the world and make better decisions (operational, organization, investment). Over time, I will invest the capital that this creates into building a full knowledge base (starting with the Deep Dives but growing from there), giving access to some of my agents (my portfolio composer, my negotiation agent, my org design agent, my strategy consulting agent) and many other exciting ideas. It's all new but we will learn together. In other words, more is coming for folks that are a part of the community. If you are curious about any of this you can sign up for it here: chamath.substack.com

@chamath Very excited for this. I just went through the 2018 & 2019 letter today.

My 2025 Annual Letter is now out: chamath.substack.com/p/2025-annual-… Contents: - Returns - If AI kills terminal value, the future is worthless until it arrives - If the US and China own frontier AI, what happens to others? - The surest AI bottleneck is physical - Trust-busting Big Tech and winning the AI race may be incompatible goals - Doomerism as a fundraising pitch - Markets are repricing from P/E toward current free cash flow and much more...

@ZssBecker Dope. I took your advice on JavaScript. Ripped through Udemy and starting to code my first applications.

@GregMartinLive I imagine you could use a kindle. I find it way more satisfying to actual hold a Sanderson book and read it. It feels like progress lol.

If I could give you one success life hack. And trust me. I literally have a hyperbaric healing chamber in my house. I take life hacks seriously. If I could give you one tho. It'd be this. Grab a bunch of epic fantasy books as thick as your head. Replace all your TV and social media time reading them. Your brain will slowly start to work again. The focus from reading the thick ass wordy books will slowly put it back together. Sanderson. Abercrombie. Gaimman. Pierce Brown. Great places to start. Replacing this as your main time wasting hobby will give you absolutely crazy returns when it comes to actually making money. The focus you gain will make you lethal.

@tferriss Nobody going to acknowledge that snake’s hanger?! 🍒

NEW blog post is up! The Self-Help Trap: What 20+ Years of “Optimizing” Has Taught Me The older I get, the more I think that self-help can be a trap. Sometimes the cure is worse than the disease. I say this after ~20 years of writing self-help and a lifetime of consuming it. Spend enough time in the world of “improvement,” and you’ll notice something strange: The people most obsessed with self-help are often the least helped by it. Behind the smiles and motivational quotes, behind closed doors and after a drink or two, the truth is that they’re not able to outsmart their worries. On one hand, perhaps this unhappiness is precisely what lands one in self-development in the first place, right? I long assumed this about myself, and it’s partially true. On the other hand, what if self-help itself is actually creating or amplifying unhappiness? Modern self-help contains an in-built flaw: To continually improve yourself, you must continually locate the ways you are broken. Fortunately, there are a few perspective shifts that make all the difference. It took me embarrassingly long to figure them out. To get started, let’s take a fresh look at an old concept. See the link below to the full blog post 👇

The essence of strategy: Choosing what not to do.

Energy is the new currency of innovation. We need more energy and we need it now.

@JonathanRoss321 Wow, could not agree more. Found myself cutting out social media garbage because “I just want a truthful, concise answer.”

I believed AI would evolve social media from grabbing your attention through fear to provoking curiosity. I was wrong. AI will grab your attention directly by maintaining the sense of flow, no social media needed. zero shots == flow Ask for something, get it. Repeat.

@Patticus Side note- The amount of content you’ve been publishing on YouTube shorts has been wild. @Patticus

@Patticus Excited to see some future content. Maybe that newsletter on the Patticus website will finally start. 👀👀👀

Always start with the customer’s journey.

You are not born for long, but you are dead forever. Might as well play the game.

If something was invented by humans, you can learn it too. I’ve heard many times, “I’m not smart enough.” You are lying to yourself.

Product’s That Unlock Billions: Their usefulness improves over time.

To smooth out chaos in a company, install heads of departments as teams: Marketing & Sales becomes Acquisition Team. Product & Customer Success becomes Retention Team.

Advice to My Younger Self: Remove things from your life, not add on.

Good Life Equation: Producer > Consumer

Let makers, make.