The Wisdom Wall

“Federal preemption is good When you are pro regulatory capture.”

“can you get a meal, ah, that's prepared and delivered to you so efficient that it starts to approach the cost of going to the grocery store. Because if you do, you do to the kitchen what Uber did to the car.”

“A meal that's efficient, you know, so efficient it starts to approach the cost of going to the grocery store. A meal that's prepared and delivered to you. That's real. You must do automated production of food. You must do automated delivery of the meal.”

“Because if you're gonna do specialized robots, not humanoids, but specialized robots, They need to have wheels. Right? I like to say, like, if you saw the Beijing, in Beijing, they had the humanoid Olympics. And the, the half marathon, and you're watching the humanoid cruising. I'm like, dude, could you imagine if that…”

“Capital becomes a strategic weapon, which means you must be the best at getting capital in order to win. And we realized that early on in the Uber days, of course, that's happening times 10 in the sort of, let's call the digital AI wars.”

“If anybody comes to me and says a strategic thing was easy, I'm like, you messed up. You could have been way better and gone way further. More competitive advantage. More differentiation.”

“You never go to a customer. I don't care what you're selling. Okay. I don't care if it's enterprise software. I don't care if it's widgets. I don't care what it is. You never go to a customer and say, give me a percentage of your stuff. You go to a customer and say, here's the price of our stuff. And if it does really…”

“But if you're treating atoms like bits, digitizing the physical world, CPU manipulates bits, what manipulates atoms? Manufacturing. Storage stores bits, what stores atoms? Real estate. Network moves bits from point A to point B, what moves atoms? Transport, logistics.”

“There, there has to be a theory of the case of how you put it together, how you allocate capital across, and honestly, once you're starting to get to profitability on one or more, then that conversation starts to get easier.”

“the problem solving is the most important thing. If you get somebody who organizes and manages well, but cannot solve a problem. They're going to be doing ridiculous stuff in a super organized way.”

“You build a culture of people that want to build and do not need to be famous when they do it, which basically means emotional intelligence. Now it's a human nature. I want to be acknowledged for the things that I do. I'd like the things I build to be seen and I, I'd like somebody to know that I did it. And so this is…”

“when you go from consumer to B to B, the number one mega challenge that you must master is called LTV to CAC. Yes, you can make that argument on consumer, but when you have a sales funnel that starts with, I'm going to talk to customers and I'm going, I have to make LTV to CAC work versus like my LTV to CAC is the app…”

“When you interview, simulate what it's like working together so that day one is really like week two and you're already pumped because you saw them in action.”

“on the interview process, simulate what it's like working together so that day one really feels like week two. And day one, you better be excited. So if you're excited in day one, after simulating what it's like working together in the interview process, then day one is really week two and you're still excited, ah, you…”