Safeer Mohiuddin retweeted
In the Palestine case, the tipping point is the moment when the cost of silence begins to exceed the cost of speaking, and millions take that step and start speaking. That is all; millions upon millions broke their silence, and this moment is irreversible. In the history of anti-colonial struggle, that tipping point has always mattered because, in Edward Said's framework, it is when the colonizer loses permission to narrate, and the colonized begin to be heard on their own terms, in their own voices and in spaces they forge.
hbazian.substack.com/p/from-…
All I wish to prove is that a financial system based on true partnership, one that promotes circulation of money within people and communities instead of debtors and creditors, is not only more ethical. Over time, it's simply better financially for all.
Thank you for helping us surpass $20M in three short years, all from word of mouth. Whether you invested, put your name on the waitlist to buy a home, or shared Neeyah with a friend, thank you. This is for you.
We will build better together.
you’re telling me i pay $895 a year for a charge card that already takes a heavy cut from merchants every time i use it, then gives me quarterly coupons to justify the fee, many of which are subsidized by those same merchant partners, & on top of that makes me jump through hoops to redeem everything including the dumb points currency i earn which fluctuates in value drastically & is highly inflationary?
absolutely remarkable.
one could only hope to start a business like this.
Every incumbent in history does the same thing. They make associations, sponsor navel gazing conferences and try to arrange big brother partnerships instead of doing one thing: CHANGE.
Companies have literally been acquired to simply shut down the product that may pose disruption.
For the David’s I remind you to remind yourself of your WHY and “First they ignore you, then they laugh at you, then they fight you, then you win.”
Safeer Mohiuddin retweeted
“The lifestyle of an entrepreneur at its core is: I can take more pain than the other guy, and I'll prove it.”
“ There's a zen that can happen when a warrior has fought for a long time. You can get used to it.”
“ You almost start accepting it. Like, something bad happens and you don't even get mad.”
“ There are benefits. But you need to make sure you don't get so used to it that it doesn't even bother you. You can get so zen, you're unbothered.”
“ There's something special about the extra fierceness of being bothered, being upset about something that is wrong.”
— @travisk
My conversation with @travisk, founder of Atoms and Uber.
0:00 Building Atoms & the Meta Problem of Management
3:51 The Appeal of Impossible Problems: Starting Over in China
12:19 Uber vs. Didi: Copycats, Hypergrowth & China's Rules
21:02 How Network Effects Become an Efficiency Fortress
31:48 Capitalism vs. the Taxi Cartel
44:05 The China War Goes Global & the Entrepreneur's Capacity for Pain
54:04 Life After Uber: Lawfare, Media Narratives & Reputation
58:21 What Founders Get Wrong About Venture Capital
1:08:35 The Fundraising Playbook: QED Storytelling & a Five-Room Auction
1:18:38 The Uber Coup, Radical Accountability & Outgrowing Fear
1:26:42 Why Specialized Robots Beat Humanoids at Industrial Scale
1:31:30 Finding Your Sport: Food, Mining & the Physical AI Stack
1:40:14 How to Build Many Companies Inside One Company
1:46:33 Entropy, Civilization & the Meaning of Progress
Includes paid partnerships.
"Far and away, the thing that separates successful entrepreneurs from everyone else is a Predisposition to Action. They think less and they do more. The average time between when they have an idea and when they've figured out some way to get it out in the real world and test it ...is about 15 minutes.
Everyone who has ever taken a shower has had an idea, but most people leave their ideas in their head - where the idea is going to be safe, and warm, and can grow to a tremendously successful company IN THEIR IMAGINATION.
But what I've learned in my 40 years as an entrepreneur (and what I hammer home episode after episode on my podcast) is that there is not such thing as a good idea. They are all bad ideas. And the ONLY WAY you can figure out whether it's a good idea or a bad idea it to figure out some way to collide it with a real customer and find out.
The classic story is that when Reed and I heard about DVDs and realized it may open up the video-rental-by-mail idea that we had been chewing on, we didn't rush to the office to write a business plan. Nor did we work on a pitch deck. Nor did we just "think about it for a while". We immediately drove into town, bought a used music CD (we couldn't find a DVD) and mailed it to Reed's house, and found out in less than 24 hours whether we were on to something or not.
Stop thinking. Start doing."
- Marc Randolph, Co-Founder of Netflix
The @BostonCollege Investment Committee (an LP and my beloved alma mater) asked for a few thoughts on what's happening in AI. I recorded a test run yesterday morning and then shared it with my partners, who encouraged me to share it more broadly... so here you go!
This is not a sales pitch, it's just a reflection on what we're seeing. And it wasn't intended to be shared, so please pardon the rough edges.
loom.com/share/c016702964a04…
One of the core components of our co-ownership model is being able to invest in any area without having a physical presence. The housing market is bifurcating lately based on housing supply with the most supply constrained markets being the Midwest and Northeast. We’ve been rapidly expanding our presence in these areas serving more families and bringing strategic diversity to our fund.
Safeer Mohiuddin retweeted
Replying to @steveonomics
The point of man is to build, create, and improve the lives of others.
The number on the screen is not relevant.
Safeer Mohiuddin retweeted
Frank Slootman's confrontation rule
▫️ask how it's going
▫️let them talk
▫️drop the real question
do that weekly, not the yelling version
Lookin' at the hands of the time we've been given
If this is all we got, then we gotta start thinkin'
If every second counts on a clock that's tickin'
Gotta live like we're dying
We only got 86, 400 seconds in a day to
Turn it all around or to throw it all away
Live Like We’re Dying, Kris Allen
Safeer Mohiuddin retweeted
After 5 years of entrepreneurship, I can't stress enough how much it's ALWAYS something. If you don't have a problem right now, God bless you, but one is days or minutes away. I'm dead serious. If you think I'm kidding, ask around. Make sure you want this. It's not for everyone.
Safeer Mohiuddin retweeted
Nothing destroys your life more than not being able to deal with uncertainty.
Safeer Mohiuddin retweeted
So the Fed is probably gonna keep hiking rates
Which won't end the war in Iran
And probably won't slow down AI hyperscaler spending
So consumers get hurt by higher borrowing costs but inflation won't really go lower?
Safeer Mohiuddin retweeted
This year:
Mortgage rates have gone from 6% to 7%
10 year Treasury yields: 4% to 5%.
Inflation: 2.4% to 3.4%.
Oil prices from less than $60/barrel in Jan to >$100/barrel
And the stock market is up double digits but valuations are falling
Why?
awealthofcommonsense.com/202…
"Disobedience, in the eyes of any one who has read history, is man's original virtue. It is through disobedience that progress has been made, through disobedience and through rebellion."
― Oscar Wilde
Came across Theodore Roosevelt’s “Citizenship in a Republic” speech. A few of my favorite passages:
“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 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.”
presidency.ucsb.edu/document…
This weekend I'm visiting Madison, Chicago, and Rockford. If you don't live in the Midwest you've likely never heard of Rockford, which is an hourt northwest of Chicago. If I surveyed people on where homes appreciated most over the last few years, I'd expect answers like SF. But Rockford leads the country in home price gains over the last four years.
My aunt lives in Rockford, and when I'd visit, literally half the neighborhood had for-sale signs up. Now homes don't last a day.
Taking action on market insights like this just wasn't possible with our previous funds. But our co-ownership model, with our vested residents/co-owners, allows us to strategically invest across 20+ states with no boots on the ground.


















