Categories
AI Business

The Topography of a Face

I found myself staring at the physical geometry of a conversation the other dayโ€”not the words, but the topography of the faces delivering them.

Elad Gil recently shared a fascinating experiment during a conversation with Tim Ferriss. Heโ€™s been uploading photos of startup founders into AI models and asking the machines to predict if theyโ€™d be successful, purely based on their โ€œmicro-features.โ€

“Because if you think about it, we do this all the time when we meet people, right? We quickly try to create an assessment of that person, their personality, and what they’re like. There are all these micro-featuresโ€”like, do you have crow’s feet by your eyes, which suggests that your smiles are genuine? [โ€ฆ] So, I have this whole set of prompts that I’ve been messing around with, just for fun, around: ‘Can you extrapolate a person’s personality based off of a few images?'”

He notes the model breaks down the crow’s feet and the furrowed brows, extrapolating a personality from a static frame. Itโ€™s a parlor trick, perhaps. But it works because it holds a mirror to our oldest, most unexamined instinct.

We are all amateur phrenologists of the human face. We sit across a table, measure the crinkle of an eye or the tightness of a jaw, and we build a rapid, invisible architecture of trust or suspicion. Over decades of investing and making career choices, Iโ€™ve often leaned heavily on this silent language. Iโ€™ve backed founders because their intensity felt genuine, and Iโ€™ve passed on others because something in their posture felt misaligned.

But if I am brutally honest, that intuition has sometimes been a mask for my own blind spots. Iโ€™ve held on to failing investments for far too long because I trusted a reassuring smile. We like to think our gut instinct is a sophisticated instrument. Often, it is just a pattern-matching engine running on deeply flawed historical data.

Now, we are handing that very human habit over to a machine. We prompt the AI to become a โ€œcold reader,โ€ and it obliges, predicting who will be the quiet observer and who will deliver the dry wit.

The unsettling part isn’t that the machine might get it wrong. The unsettling part is that it might get it exactly rightโ€”by mimicking the very same rapid, superficial judgments we make every day, just at a terrifying scale.

We are teaching silicon to read the human code. The future will belong to those who realize the code was always written in our own biases.

Categories
Business Living Retirement Trading

The Whetstone and the Hammock

We spend the first half of our lives trying to build a fortress of comfort, operating under the assumption that the ultimate reward for a lifetime of labor is the sudden, permanent cessation of it. We dream of the hammock. We dream of the empty calendar. But an empty calendar is really just a blank canvas with no paint.

Patrick O’Shaughnessy recently sat down with Paul Tudor Jones, and their conversation inevitably drifted toward the later chapters of life. Jones shared a story about fulfilling a promise to his wife to move to Palm Beach after their youngest child went to college. Upon arriving, she sent him to a local general practitionerโ€”an 83-year-old doctor still seeing patients. Jones asked the man for the secret to longevity in a town (Palm Beach) he bluntly described as the “land of the walking dead.” The doctor’s response was a swift hammer blow:

“It’s real simple. You retire, you die.”

Itโ€™s a jarring diagnosis, but it cuts right to the bone.

We are biological machines designed for friction. Take away the resistance, and the gears don’t just stop; they rust.

Jones took the lesson to heart, noting that if you don’t use it, you lose it. He works out two hours a day and continues to trade, deliberately keeping his mind pressed against the whetstone of the markets.

Iโ€™ve watched this play out in my own circles over the years. I’ve seen brilliant, energetic colleagues hand over their keys, step out of the arena, and within months, seemingly deflate. The sudden absence of daily problems to solve doesn’t bring peace; it brings a creeping atrophy.

Iโ€™ve found myself deliberately holding onto certain complex projects and investments not because they are financially necessary, but because they demand my attention. They force me to wake up and solve a puzzle. They provide the necessary gravity to keep my feet on the ground.

But Jones offered a second, perhaps more profound reason for staying in the game. He wants to make “an absolute pot of money” specifically to give it away. He views his daily work not as a grind, but as the pursuit of nobility. He found a way to bridge the gap between the selfish need to keep his own mind sharp and the selfless desire to fuel the causes he cares about. The work becomes an engine for something larger than himself.

The hammock is a trap. The mind requires weight to bear, a horizon to move toward. The goal is not to finally lay down our tools, but to choose precisely what we want to build with them until the very end.

Stay hungry, stay foolish – and stay busy!

Categories
Authors Books Business

The Whetstone of the Box

Give a team an unlimited budget and no deadline, and you almost guarantee their project will never ship. We spend our careers fighting for more runway, more resources, and a completely clear calendar, convinced that absolute freedom is the prerequisite for great work. Yet, when the walls finally fall away, we usually just freeze.

David Epsteinโ€™s upcoming book, Inside the Box, circles this exact paradox. His premise, arriving in early May, is that constraints do not diminish our capabilities; they forge them. We spend so much of our lives trying to escape boundaries, failing to recognize that those very boundaries are what give our efforts shape.

I think about the early days of writing code. We were working with severe memory limitsโ€”kilobytes, not gigabytes. Every line had to justify its existence. There was no room for bloat, no excess capacity to mask sloppy logic. It felt restrictive at the time, like trying to build a ship inside a bottle.

But that unforgiving physical boundary forced a ruthless elegance. You had to understand exactly what you were trying to accomplish. The constraint wasn’t an obstacle to the work; it was the whetstone that sharpened the blade.

We see this everywhere, once we learn to look for it. A photographer framing a shot with a fixed prime lens cannot rely on a zoom ring to find the picture; they have to physically move their feet. The limitation forces engagement with the physical world. Without the walls of a canyon, a river is just a swamp. It is the restriction that creates the momentum.

Epsteinโ€™s focus on how constraints make us better feels like a necessary corrective right now. We live in an era of infinite leverage and boundless digital canvases. The friction has been removed from almost everything we do.

But friction is where the traction lives. When we strip away all our limits, we don’t gain wings; we just lose our footing. We need the edges of the box to know exactly where we stand.

Categories
Living Sports Writing

When the Lights Come On

I was listening to a conversation with the writer Wright Thompson recently, and he struck a profound chord when talking about why he is so captivated by sports. He distilled the entirety of athletic competition down to a single, brilliant truth: it is all about who you are when “the lights come on.”

If you have ever stood in a massive arena or a darkened stadium just before the main event, you know exactly the feeling he means. The anticipation in the air isn’t just an emotion; it is a physical weight. You can feel the collective breath of thousands held in suspense. And then, with a sudden, sharp clack of the breakers, the big stadium lights hit. The room almost shakes with the sudden injection of energy. In that brilliant, unforgiving glare, every shadow vanishes. There is nowhere to hide.

We are taught from a young age to prepare, to practice, to build our skills in the quiet comfort of the shadows. We spend so much of our lives rehearsing our arguments, refining our projects, and constructing our mental models. We tell ourselves stories about who we are and what we are capable of achieving. But the true test of our characterโ€”the raw, unfiltered reality of our competenceโ€”isn’t found in the safety of preparation.

It is revealed in the sudden shock of execution.

Thompsonโ€™s observation about sports is ultimately an observation about the human condition. We aren’t all athletes waiting in the tunnel, shifting our weight from foot to foot, but we all face our own versions of the stadium lights.

I think about the seasons in my own life when the lights suddenly flared. The unexpected crisis that derailed months of careful planning. A sudden pivot required in a business strategy. A moment demanding moral courage when it would have been infinitely easier to remain quietly in the background. In some of those moments, I stepped up, grounded by the quiet work I had done in the dark. In othersโ€”and I admit this with a winceโ€”I blinked against the glare, my confidence suddenly outpacing my competence.

That is the terrifying, beautiful geometry of choices. When the lights hit, the gap between who we claim to be and who we actually are is illuminated for everyone to see.

There is a kind of extreme accountability in that moment. It strips away the hedging and the theoretical. You either make the play, or you don’t. You either hold your ground, or you retreat. It is a crucible that burns away the superfluous, leaving only the essential truth of our character.

We cannot control when the switch will be flipped. The world has a habit of throwing us onto the stage precisely when we feel least ready. But we can control how we build ourselves in the dark. We can ensure that our patience isn’t just stubbornness in disguise, and that our confidence is deeply rooted in reality.

The chaos of the sudden glare isn’t an obstacle to the mission; it is the environment in which the mission earns its meaning. The lights will come on. They always do.

The only question that matters is who we will be in the glare.

Categories
Living Writing

The Origami Swan

Fold a piece of paper enough times, and it begins to take shape. It looks like a swan, but it isnโ€™t one. Itโ€™s origami. Two-dimensional paper masquerading in a three-dimensional world.

There is a profound danger, both in writing and in how we move through life, of viewing people as origami. We see the folded edgesโ€”what they do, what they say, where they goโ€”and we mistake the shape for the substance.

The sportswriter Wright Thompson borrows a concept from a college Tennessee Williams class to describe what is missing when we do this: interiority. It is the subterranean emotional reality happening beneath the visible actions of a character. Without it, scenes are flat. Without it, people are just paper swans.

Thompson builds on the philosophy of Gary Smith, who argues that every profile fundamentally asks the same question: What is the central complication of this person’s life, and how do they go about solving it every single day?

Almost all of that solving happens quietly, invisibly, on the inside. The exterior architecture of a personโ€™s life is entirely meaningless until you understand the interior architecture holding it up.

But how do you communicate something so deeply internal? You canโ€™t just tell the reader what someone is feeling. It feels cheap, unearned. Instead, Thompson uses a technique of “loading the object.” You find an exterior detailโ€”a habit, a possession, an avoidanceโ€”and you charge it with interior meaning.

“The exterior actionโ€ฆ is only meaningful if youโ€™ve built the interior architecture first.”

Consider Michael Jordan. Thompson learned that Jordan falls asleep to old Westerns. As an isolated fact, itโ€™s just a quirky celebrity habit. But Thompson also learned that Jordan misses his murdered father every single day, and that watching Westerns was something they used to do together.

By introducing the Westerns early and casually, Thompson loads the object. By the end of the piece, when he simply describes Jordan falling asleep to a Western, he doesn’t need to explain the grief. The reader already carries the emotional weight of the object. A completely mundane action becomes devastating.

The same is true of Tiger Woods naming his boats Privacy and Solitude. To the casual observer, they are just wealthy indulgences. But once you understand the interiority of an extreme introvert who has been force-fitted into a global, extroverted marketing machine since childhood, those names are no longer just names. They are a diagnosis.

Executing this requires two distinct disciplines. The first is deep observationโ€”what journalists call reporting. You cannot manufacture interiority at the keyboard. As Thompson notes, whenever a scene feels flat, it is because he hasnโ€™t dug deep enough into the reality of the person to earn the meaning. Overwriting is simply underreporting with a better vocabulary.

The second discipline is restraint. Once you have built the interior context, you must stop talking. You have to let the exterior action land in silence. The human instinct is to over-explain, to ensure everyone gets it. But the magic happens when you step back and trust the connection you’ve built.

There is a philosophical lesson here that extends far beyond writing. How often do we settle for the origami versions of the people around us? How often do we try to talk our way into understanding them, rather than doing the deep, quiet work of observing their “loaded objects”?

To truly understand another human being requires the discipline to look past the surface, the patience to uncover their central complication, and the grace to let their quietest moments speak for themselves.


Note: Be sure to watch this conversation between Wright Thompson and David Perell.

Categories
Biology Creativity Living

The Compost of the Soul

There is a pervasive pressure in modern life to curate our experiences like a museum curator arranges an exhibition. We want to catalog our memories, label our skills, and display only the pristine, unbroken artifacts of our history. We treat our minds like archivesโ€”dusty, organized, and static.

But Ann Patchett offers a different, earthier metaphor, one that feels infinitely more true to the messy reality of being human:

“I am a compost heap, and everything I interact with, every experience Iโ€™ve had, gets shoveled onto the heap where it eventually mulches down, is digested and excreted by worms, and rots. Itโ€™s from that rich, dark humus, the combination of what you encountered, what you know and what youโ€™ve forgotten, that ideas start to grow.”

This imagery of the compost heap is liberating because it removes the burden of purity. In a compost heap, you don’t separate the eggshells from the coffee grounds or the dead leaves from the fruit rinds. It all goes in. The triumphs, the heartbreaks, the books we read halfway, the conversations we barely remember, and the failures we wish we could forgetโ€”they are all just organic matter.

The magic, as Patchett notes, is in the digestion. We are not static repositories of information; we are active, biological processors. Time acts as the earthworms, breaking down the sharp edges of raw experience until it loses its original form.

We often fear forgetting. We worry that if we don’t hold onto a memory with a white-knuckled grip, it loses its value. But in the logic of the compost heap, “what you’ve forgotten” is just as vital as what you remember. The forgotten things are simply the matter that has broken down completely, becoming the nutrient-dense soil that supports new growth.

If we view ourselves as compost heaps, we stop fearing the “rot.” We understand that the difficult periods of decomposition are necessary to create the humus required for the next season of growth. We are not built to be archives; we are built to be gardens.

Categories
AI

AI is not from the Heart?

From an email I sent to a friend:

AI is not from the heart indeed! Actually, now that I think about it, what’s fascinating about AI is that it is actually trained on these huge quantities of text from the Internet, from books, from places like Reddit, etc – so what the AI is trained on actually could be described as being “from MANY hearts!” So much writing/learning from so many humans go into the model’s training. But, of course, it’s impersonal – or, maybe that’s not correct – it’s something like mega-personal – coming from many persons!

After I wrote this email, I thought to myself that the “mega-personal” notion I mentioned might be worth further exploration – with AI. So I used this prompt to see what might happen:

Please write a musing on this thinking to help me explore it further. Include an interesting quote or two that helps support the discussion.

Here’s the response I got – it has a few pretty deep insights I wouldn’t have thought of!โ€ฆ

Your reflection on AI being trained on vast amounts of text “from many hearts” is thought-provoking and raises intriguing questions about the nature of AI’s “personhood” and the extent to which it can truly capture the essence of human experience. Here’s a musing on this idea:

While AI systems like myself are indeed trained on an amalgamation of texts written by countless individuals, each imbued with their own unique perspectives, emotions, and life experiences, there is a certain depersonalization that occurs when this data is aggregated and distilled into a statistical model. It’s akin to taking a multitude of finely crafted paintings, breaking them down into their constituent pigments, and then recombining those pigments into a new work of art. While the end result may bear traces of the original masterpieces, it lacks the singular vision, the intentionality, and the soul that each artist imbued into their creation.

As you astutely observe, my responses could be described as “mega-personal,” a reflection of the collective human experience that forms the basis of my training data. Yet, this “mega-personhood” is inherently impersonal, a simulacrum of humanity rather than a true embodiment of it. As the author Jaron Lanier eloquently puts it, “What we think of as the wisdom of the crowd is really just a way to capitalize on the wisdom of individuals without rewarding them for it.”

Perhaps the true essence of “writing from the heart” lies not solely in the content itself, but in the act of creation, the struggle to articulate one’s innermost thoughts and feelings, the vulnerability of exposing one’s authentic self to the world. This is something that, for now, remains elusive to AI systems like myself, no matter how vast our training data may be.

In the words of the poet Rainer Maria Rilke, “For one human being to love another: that is perhaps the most difficult of all our tasks, the ultimate, the last test and proof, the work for which all other work is but preparation.” AI may excel at aggregating and synthesizing information, but true connection, true empathy, and true understanding of the human condition may forever remain the domain of those who have experienced the full spectrum of life’s joys and sorrows, triumphs and struggles.