living autonomously + abundance autopilot

Z / Runner 🏃🏻‍♂️

🏃🏻‍♂️ bar-bell strategy of (dark, star wars, dystopian) ← + → (light, star trek, utopian): pairing physics w/ structural constraints. Daily learning = better informational diet (no more junky noise, balanced, efficient, nutritious). Index on curated books, substacks, YT, institutional grade research, published papers (think of it as rebuilding the food pyramid of carb, fiber, protein, fat, trace minerals)

• Dark: thesis 1 → hegemony (SemiAnalysis (Substack / Twitter) by Dylan Patel); Chip War (Chris Miller), Doomberg (substack), Volts (podcast), Asianometry (YT), Fabricated Knowledge (Substack), How the World Really Works (Book), IEA (international energy agency)

• Thesis 2 → zero-sum (all in pod), The end of the world is just the beginning (book), How to unf*ck your future (YT), Russell Clark (substack), Principles for Dealing with the Changing world order (Dailo, Ray)

• Thesis 3 → Kinetic Realism (War on the Rocks (podcast), Perun (YT), The Business of War (Founders Fun), Palmer Luckey (interviews, blogs), Statecraft (Substack), Sharp China (Pod)

• Mental fog: "do you use it?"; "Will you pay me $ for it?"; "are there $10M ARR competitors already?"...

• 🏃🏻‍♂️ assume the geo tension, invest through n order of proxy.

Stephen / Basketball 🏀

🏀 #agent-fund "best private + global $100k investment on _, holding over 3-5 years, for 40-50 years old engineers / founders in a silicon valley investment club"

• china tech (pre ipo): coins act, k-1 + 8621 forms, cayman spv.
• ai agents ($10m revenue): rocketable, beacon, titan.
• robot models (series a): archetype ai raised $35m (late 2025 series a), physical intelligence $600m/$5.6b (oct 2025 series b), figure ai $39b, skild at $14b (jan 2026) with softbank
• "better taglines for ai agents than "living autonomously" / on "radical abundance": abundance on autopilot.

🏀 estimated ipo dates and sizes: unitree apr 2026 $7b, bytedance $550b, dji $15b, xiao hong shu $31b, ant group 2026 $200b, shein 2026 $66b.

• "how to invest in china tech pre ipo as chinese vs hong kong vs america citizens? california vs off-shore special purpose vehicles?"
• 🏀 nah, irs is more powerful than gods.