Continuing with my new protocol, here I’m going to share content I consumed and learned from.

What I struggled with:

• No material struggles this week

What I consumed this week and what I learned from it:

• Claude Managed Agents = office space of AI agents – YouTube interview detailing how to think about managed agents and when to use them, with detailed explanations and a demo of the Claude Console.
• Claude Managed Agents explanation – YouTube video that explains how Claude Managed Agents works and demos them. Quick, short video.
• $6M to $32B acquisition by Alphabet – YouTube interview with Gili Raanan, Founding Partner at VC firm Cyberstarts. Interesting interview where Raanan discusses his strategy for investing in early-stage cyber companies and why his unicorn hit rate has been so high. Raanan doesn’t ask about the founder’s idea at all. He invests in the person. And he invests only in people who have shown the ability to recover from setbacks.
• The Roblox economy turning devs into millionaires – YouTube interview with the Founder and CEO of Roblox, David Baszucki. Interesting interview where Baszucki describes how the Roblox platform works and how it’s really a small economy. His points about the value of the 3D data Roblox has are interesting, especially for robotics training. He explains how building AI-generated worlds is different from building interactive games. He makes a few references to parallels between YouTube and Roblox and how Roblox has a technical advantage over other game platforms.
• OpenAI’s 2029 projected growth, unique in history – YouTube interview with Michael J. Mauboussin, adjunct professor and investor. Fascinating interview where he discusses the importance of using base rates to evaluate probabilities. He shows how in 18,900 companies examined, no company the size of OpenAI has ever grown 108% compounded annually for five years, and how OpenAI’s 2029 $145B revenue projection would be a first in history. His ideas about intangible assets, AI, and expectations got me thinking.
• Secrets of investor athletes, and fear distorts reality – YouTube interview with Dr. Gio Valiante, world-renowned performance coach for professional athletes and investors. Founders of smaller funds and small investors can pivot and adapt to change faster than institutional investors, which is an edge. His thoughts on fear, motivation, and confidence were interesting. Confidence is inversely related to fear. Fear distorts our interpretation of objective reality. When you approach things from a place of fear, you see only the dangers, not the opportunities. Higher-performing investors operate at a level of optimization just like professional athletes’. I like his term “investor athletes.” Also, his point that high performers fall to the levels of their system (i.e., habits) or the culture and environment of their organization stuck with me.
• Thinking like an M&A buyer – YouTube Interview with Javier Enrile, Managing Director of M&A at TIAA. Interesting interview to understand how corporate buyers think about M&A. His thoughts on valuation and finding companies to buy caught my attention.

That’s what I consumed and learned from and struggled with last week.