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Bottlenecks is all founders need to focus on – know top 2 things to focus on, cut everything else ruthlessly.
It is 2% – Nobel Laureate William Nordhaus estimates great entrepreneurs capture 2% of the value they create.
So if you want to be a billionaire, create $50 billion of value.
GLM model from https://t.co/6YfuDWySqa is one of the best – credits are available for founders who have shipped for 4 weeks, have a live product, and some traction.
- Frontier: do something that has never been done before
Story time: Cero – they made a product in a week, tested it with 100s of users, iterated quickly, and froze a product/thesis within one month; then solved regulation problems and got to GTM in 2 months.
- Compound: do it again and again
- Creativity: 10x every iteration
In mid‑August 2026 I announced the launch of Encore, a high‑signal private community for senior Indian operators, and outlined a three‑pillared on‑chain social architecture (censorship‑resistant posting, customisable algorithm, WordPress‑style client). I also highlighted CRSH Market’s rapid growth and warned against short‑term investor focus.
Encore is a private community for senior Indian operators (VPs, Chiefs of Staff, C‑suite) with an “applications open” call‑to‑action.
On‑chain social vision: “Censorship‑resistant posting, Customisable algo and WordPress model for core/clients – Rest is noise.”
Eligibility threshold for early on‑chain social participants: Fid < 1000.
CRSH Market achieved > $10 M trading volume in 45 days and entered the top‑10 prediction markets on DeFiLlama.
Investors often focus only on short‑term token price (“people only look at if this token will go up or not”), ignoring 5‑10 year fundamentals.
Tech performance ambition: “We’re in a new era of 300 ms Next stop, 100 ms.”
Signal is an indication of substance
In crypto, the signal becomes much more than substance
FDV should be Felt Daily Value
Cofounders after $2mn in ARR
authed my card for 15k directly
From these late‑August posts I decided to prioritize reputation over tokenomics, focus on substance rather than hype, and back founders who ship in bear markets. I also called for a community standard that tags and calls out fake‑news baiting and warned that Goodhart’s law can corrupt metrics, so I aim for small, high‑trust teams with outcome‑focused goals. Finally, I noted the industry shift from "apps you operate" to "agents that operate for you".
In late August 2026 I posted a series of X replies that outline my evolving thinking about design risk, feed curation, motivation, depth vs breadth, on‑chain social vision, economic comparisons, startup definition, truth & reputation, and LLM‑to‑social integration.
that is the riskiest bet possible, not mediocre work. 140 chars was great contrarian bet that paid off as a wedge
curating each reel for the last 6 months and it works
now my feed is only 3 topics i want to learn about. occasional stray post (2/3 per week) will be included
depth x leverage will produce insane outcomes
Vietnam was poorer than India in 1985. Doi Moi in ’86 changed the FDI regime, not the gene pool.
I decided to reject mediocre work and only pursue high‑risk, high‑impact designs.
I curated my personal feed to three core topics, allowing at most 2‑3 stray posts per week, to sharpen my learning focus even though it reduces social interaction.
I concluded that deep specialization (depth × leverage) is the only path to break the growth ceiling that generalists face in the AI era.
I advocated building an on‑chain social network with an open, customizable algorithm to align feed curation with personal learning goals.
I highlighted that reputation cannot be established without a unified identity layer, shaping my product roadmap toward reputation infrastructure.
I noted that the first company to output LLM chats to social media without “AI slop” will capture mass adoption.
I coined the term “epistemic loneliness” to describe the cognitive isolation when complex ideas lack conversational partners.
See also my later reflections in X Posts October 2026.