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Vikram
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Vikram
@vsethco
Definite Optimism. Transcend + Include.
Katılım Nisan 2017
5K Takip Edilen581 Takipçiler
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Frank Slootman: “There’s lots of people in this world who are not really in the arena”
Frank comments on why he opens his book with Theodore Roosevelt’s famous “The Man in the Arena” quote:
“There’s lots of people in this world who are not really in the arena. They are either observers, consultants, agents, or VCs that provide capital. But there are some people who are in the arena, and they are very very special people.”
Frank is frequently asked to speak at elite business schools, and when they invariably ask for his advice, he responds:
“You all have elite educations… you’ll have many job offers paying you big bucks. Your parents and your siblings will be incredibly proud of you. But they’re all consulting jobs for Bain, McKinsey, and companies like that… You’re going to have an easy path to pretty quick earnings, but you’ll never know whether you have what it takes [to build something new].”
In Roosevelt’s words, you’ll be “those cold and timid souls who neither know victory nor defeat.”
Full quote from Roosevelt’s speech:
“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows the great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”
Video source: @FoundationCap (2024)
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A Monday morning question for you:
The cost of convenience is vitality. You can have a lot of things done for you in the modern world — and many of them are great time savers! — but the feeling of being alive comes from being fully engaged in the right task, not free from all tasks.
Sure, you can automate and delegate all sorts of things, but the more interesting question is, "What fills you with so much liveliness that you want to do the work yourself?"
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They are now 3D printing a 12 meter boat in one piece with robots, no mold and no extra cost, so what once needed a full shipyard can now be done with a giant printer 🚢
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This might be the most uncomfortable article I'ever ever published. It is easily the most ambitious.
The Universal Code is the culmination of 30 years of macro thinking... but its a LOT more than just macro.
x.com/RaoulGMI/statu…
Raoul Pal@RaoulGMI
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Jason gives you a two-hour master class of the counter-intuitive-but-immediately-resonating advice we've been sharing for a quarter of a century. The more things change, the more things stay the same.
David Senra@davidsenra
My conversation with @JasonFried, co-founder of @37signals. 0:00 Build Products for Yourself 1:40 Low Costs, Small Company, Enough Customers 3:06 Your Only Competition Is Your Costs 5:25 How 37signals Stays Lean 9:43 Rewriting Basecamp & Fighting Software Bloat 13:42 Why "Enough" Beats Growth 17:44 Product People vs. Business Shells 22:41 The "So What?" Mindset 27:45 Staying Close to Customers 34:43 The Reward for Good Work Is More Work 39:57 Six-Week Horizons & Compounding Decisions 45:20 Anti-Fragile Business With Tiny Units 50:55 Galápagos Product Design 52:44 Radical Authenticity Over Marketing Tricks 1:27:39 Rick Rubin & Intuition-Driven Building 1:42:25 Lightning in a Bottle & Knowing When to Stop 1:50:29 Defining Success: Pride in the Work 1:53:58 Independence Through Profitability 1:59:23 When Tech Adds Friction Instead of Value 2:04:11 Ruthless Editing & What Never Changes 2:08:14 Longevity as the Moat 2:17:28 Building by Intuition Includes paid partnerships.
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Major cheat code for life: Increase your recovery speed. You will get rejected. You will lose money. You will embarrass yourself. The goal isn't to avoid the fall. It's to shorten the time between the fall and the reset. Fast recovery compounds.
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I'm joining @OpenAI to bring agents to everyone. @OpenClaw is becoming a foundation: open, independent, and just getting started.🦞
steipete.me/posts/2026/ope…
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“There's something very cool about things that have just evolved on their own and are not influenced by other things.
I think of us as an insular group focused on solving a problem our own way without paying too much attention to what everyone else is doing.
I'm not seeking out ideas from other companies in our field.
I think that that's actually a slippery slope because we see so much copying in our industry.
If someone has a successful product then all future products for the next three years look just like theirs.
To me that says there's danger here.
Don't fall into that trap.
Our stuff looks different than everybody else's stuff.
Our stuff works differently than everybody else's stuff.
Nothing works like Basecamp. Hey, and Fizzy. It's all different.
And some people hate the way our stuff looks and works. That’s fine. I don’t care.
I always try to build things that I would want to see. I built the company I wanted to work at. I hire the people I want to work with.
We just do stuff we like.”
David Senra@davidsenra
My conversation with @JasonFried, co-founder of @37signals. 0:00 Build Products for Yourself 1:40 Low Costs, Small Company, Enough Customers 3:06 Your Only Competition Is Your Costs 5:25 How 37signals Stays Lean 9:43 Rewriting Basecamp & Fighting Software Bloat 13:42 Why "Enough" Beats Growth 17:44 Product People vs. Business Shells 22:41 The "So What?" Mindset 27:45 Staying Close to Customers 34:43 The Reward for Good Work Is More Work 39:57 Six-Week Horizons & Compounding Decisions 45:20 Anti-Fragile Business With Tiny Units 50:55 Galápagos Product Design 52:44 Radical Authenticity Over Marketing Tricks 1:27:39 Rick Rubin & Intuition-Driven Building 1:42:25 Lightning in a Bottle & Knowing When to Stop 1:50:29 Defining Success: Pride in the Work 1:53:58 Independence Through Profitability 1:59:23 When Tech Adds Friction Instead of Value 2:04:11 Ruthless Editing & What Never Changes 2:08:14 Longevity as the Moat 2:17:28 Building by Intuition Includes paid partnerships.
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We got creative to keep our crazy 3-year-old active during a cold Northeast winter…
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5 acres. Two humanoids. 3D printer. Starlink. Solar roof. A few GPUs running a local AGI.
Security drones, chickens roam, fruit trees heavy with harvest. Kids run barefoot past potato rows, as robots fix the fence.
Civilization optional. Family of 4 on the techno homestead.
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I had a long conversation with a 30-year-old business buyer.
He buys distressed home care agency companies in NYC and Connecticut at 1-3x EBITDA multiples. Has done 5 acquisitions so far.
It is a lot of work, but he successfully integrates them into his holding company, which trades at 8-10x EBITDA for the right private equity buyer.
The best part: he is still able to take a month long holiday and 10-day no cellphone & no talking meditation retreats.
Started seven years ago at 23; now still owns 100% of the whole group.
Very savvy at financial engineering, structures, real estate... everything. This conversation had it all.
PrivateEquityGuy (Mikk Markus)@PrivatEquityGuy
Millen Rastogi walked away from a career at Deutsche Bank to take over his mother’s struggling home care business in New York & Connecticut. A paper-based, compliance-heavy business that was barely surviving. He breaks down how he fixed the initial company and then executed 5 add-on acquisitions in 24 months, often at extremely attractive multiples, using a scrappy capital stack and heavy seller financing. All with the goal to (maybe) sell the platform at an 8-12x multiple to middle-market private equity. Show notes: 0:00 Millen Rastogi 1:05 From Deutsche Bank to home care 4:30 Walking into a mess 13:26 Funding the early years 19:54 Growth numbers + COVID hit 23:02 Margins and revenue 25:50 Building the platform 27:17 First acquisition 30:56 Seller financing playbook 36:35 The “silver tsunami” sellers 41:50 Second acquisition 51:48 70% seller-financed deal example 1:09:09 Learning M&A with AI + X
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🚨 Anthropic just made a $10,000 AI degree look useless.
They quietly dropped 12 FREE courses that teach you how to actually build with Claude in 2026:
• Make real API calls and ship tool-using agents
• Build and deploy full RAG pipelines
• Connect models to live tools and data with MCP
• Spin up production-grade MCP servers with logs + scaling
• Run Claude inside Amazon Bedrock and Google Vertex AI
• Automate dev work from the CLI with Claude Code
• Integrate GitHub, workflows, prompt scoring, multi-turn agents
No theory.
No “what is AI” lectures.
Just hands-on infrastructure.
This is the stack serious builders are learning while everyone else is still arguing about prompts.
Free. Public. Live right now.
If you’re not learning agent workflows and Model Context Protocol this year, you’re already behind.
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The biggest myth about growth is that it comes from habits. Wake up at 5:30, ice bath, journal, run, eat clean, focus time. It looks great on social media but it's not how lives actually change.
Looking back at the last decade the things that changed everything for me were maybe four or five decisions. Moving countries, walking away from something stable, betting on myself when the timing felt wrong.
Habits are maintenance. Decisions are transformation. If you can't name a decision from last year that still gives you chills, you didn't grow. You just stayed busy.
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📁 Dario Amodei, CEO of Anthropic, says the real AI moats will not be in apps, but in medicine and the physical world.
Anyone can build on top of a model. Very few can navigate biology, regulation and real world complexity.
The biggest AI companies may not be addictive software, but systems that quietly extend human life.
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