My First Million
The best business ideas come from noticing what's working and doing it better, faster, or for a different audience.
Center of Universe Company Strategy
Each year one company becomes the clear breakout that everyone wants to work with - identify and invest in that company three years early
Decision Rule
Focus all investment energy on finding the one company that will be undeniably dominant in their space rather than diversifying widely
How It Works
Market cycles create clear winners that capture disproportionate attention and value - early identification provides massive returns
Failure Modes
Picking a company that peaks early and plateaus
Missing timing by being too early or late
Confusing buzz with substance
Example Decision
“In 2018, identifying that OpenAI would become the center of the universe for AI in 2023, then spending all effort getting exposure to that company”
Related Knowledge
Physical observation trumps data analysis for operational problems
Leaders should spend more time in the field observing rather than in conference rooms theorizing
Network quality matters more than network size
Invest deeply in fewer relationships rather than trying to meet everyone
Little Big Details Framework
Focus on small, seemingly insignificant moments and details that reveal deeper patterns and insights, rather than obviou
Eight Hour Observation Framework
Physically position yourself in the center of a problem area and observe continuously for extended periods without preco
Peer vs Fan Relationship Framework
The only valuable celebrity/high-status person relationships are mutual respect between peers, not fan-celebrity dynamic
Number Two Guy Network Strategy
Build relationships with the second-in-command people (assistants, business partners, right-hand people) who have 98% of