Transcript
This Year's Best Twitter Accounts to Follow
Like they used a thumbnail that I looked stupid or a title that made me sound like an idiot. And I was like, Ben, I don't like that. He goes, Oh You thought that selling out to the algorithm was gonna feel good? We're live, let's do this. Um
You wanna get right into Twitter or no? Yeah, let's get into twelve. Let me tell you something really quick. I just remembered I was gonna tell you about this. I did a body fat scan the other day. Yesterday.
Okay. Bad news for all of us, man. Why? What happened? I was fifteen percent. Why is that for all of us? Because if you're fifteen percent, fifteen percent Yeah. If I'm fifteen percent like that sucks for everyone else.
I felt like I was like a leven. That's just because people bullshit like people who are like oh I'm six percent body fat and then like doctors are like, No, you w you are not six percent body fat. You would be like, you know sick if you're sixty six percent body fat. That's just not the case. So I think like what people say is six to eight percent body fat is actually twelve to fifteen, or like twelve to fourteen or something like that. And uh so I think fifteen is great. I I was twenty six last time we I did a DEXA scan. Twenty six, twenty seven, something like that.
And my goal was Actually I don't even remember what it was. I think maybe my goal was to get under twenty five. I was twenty eight or something like that. I was amazed at how high mine was. I do it every three months. That's good. I I was a made amazed at how how high mine was. It uh because like I don't feel like completely ripped, but I feel like Fit. Like I don't have a stomach anymore. And I and it was still fifteen. I was shocked. We've all seen the picture. If you go to my Twitter, we've all seen the picture. You're ripped. You're actually
The perfect amount of ripped. Uh because you know, there's a obnoxious ripped. Where If you look like oh man, this guy's just He's just it's like a girl who's like
Uh Got like hair extensions, eyelash extensions, uh nail extensions, and like tons of makeup cake done. It's like oh They're sort of trying too hard and it's like a high maintenance person that I don't really want like I don't really want to go out to dinner with you'cause you're just gonna order like broccoli and and you know, like raw chicken or whatever. So you know, you're like the right amount where it's like oh man he might live an active lifestyle. Like
Maybe he surfs and like maybe that's why uh it doesn't look like someone who is like, you know, Jim Bro who just lives in the gym four hours a day and everything centers around that in their life. Well, the point is is that it just shocked me at fifteen percent. But I just wanted to to to let you know that that happened. Uh let's talk about all right, so we're gonna talk about it. You're officially canceled as a fitness influencer. You can't be a fitness influence at fifteen percent. I know. Twelve is okay. Anything above twelve, I I gotta get my shit together. Let's Well you could do you could just do it as the start of your fitness journey. Is this the I'm still a before now you're a before? I feel like I've been a before picture for the past five years. I'm still a before? Fuck. We we already said there's before before, I'm a before before. There's a before, you're a before now. No, I'm just kidding. You're you're more like an after
Uh I'm now a before, but I was a before before. You just got another ranking system. It's not about body fat percentage. Um what's the what's the topic of what's the the title of this segment? The title of the segment is Sam and Sean cross one million downloads a month for the podcast. They get intoxicated by the growth. We're on pace for one point three right now. Smashing old record highs of nine hundred thousand. And with this intoxicating growth, they say
We're gonna whore out Double down and we're gonna make A list. And so we're gonna do list episodes. That's what's actually happening here. Now what list did we decide to start with? Well We didn't go ultra tantalizing, ultra drama filled list to begin with.
We're going with Our favorite Twitter follow. So I think we're gonna have like twelve Is it twelve total? So our twelve Twitter follows that we recommend. Now these are gonna be I think in most cases.
Not the obvious people. So you're not gonna hit Uh my goal is even there's a lot of people that aren't even on Twitter. So if you're not on Twitter, maybe start. Or not. Uh you know. Just subscribe to my Five Tweet Tuesday newsletter. If you're not doing that.
If you're on Twitter, I bet at least half of these are gonna be people you don't already follow. That's my guess. That's my goal if we do this right. So they should be kind of under the radar, rising stars, and we're gonna talk about why we like these people's feeds. And some stuff that we've seen from them that's pretty cool. So We'll go back and forth. Uh let's start with uh Candidate number one. I are we going in order of like the best? No Okay, so mine are a little bit more popular than yours. So Okay. Are you gonna go how many you have? You have five? No, I only have three.
Yeah. Okay, I was like researching. Well no, here's the problem. I was reading bonus from Sam. I was researching I was trying to find ones that people the the ones I love are people that everyone knows. But Okay, well you might have to bring up a few or I think I bet when I say some you're gonna Think of some other just based off that. Okay. So
We're just gonna name twelve ish of them. We're gonna go back and forth. Let's trade off until Sam runs out. So uh I'll go first. Because you're gonna run out faster otherwise. So Okay, the first person on my list of Twitter Twitter people I think you should follow.
Is Post market. Do you follow post market? It's post underscore market. No. Do I by the way, you follow thousands of people. I follow up until recently, I was following zero people. Literally zero. Now it's like four. I just I was getting addicted.
Okay, so I have a list and this person's on my list. So it's a postmarket is an anonymous account. And um or like a pseudonymous account, I should say. So it's not like a this is not their real name or whatever. Post underscore market. And we're we're gonna put the full list in the description of this podcast, so if you want to find them. Uh, you could do that. Or maybe what we'll do is we create a a Twitter list that you can just subscribe to. Uh that that might be easier. So uh Who's this person? I don't know what they do by day, but there's something in the financial world. Stock, you know, a trader, hedge fund person.
Uh, I don't know what it says exactly in their bio, but Basically what they do is They have like hot takes. On The market.
Uh and it's not like hot takes like C N B C where it's like, Oh You know, um the Dow is up five point. It's like Basically they'll take a stock. And they'll just rip it to shreds if it doesn't make any sense. So like for example, the like one of their um One of their
ones that they were killing right now is s something called the called Grove Collaborative. I don't know if you saw this. It's like a it was like a D to C brand. It was like one of the winning D to C brands. There's a unicorn. It goes public. And then uh here's the tweet. It says, Please make it stop. Here is a mostly D to C organic cleaning products business. It's doing six percent revenue growth at two billion valuation. Has no plan to make profits anytime soon. And a greater than five percent uh five X sales multiple.
Grove Collaborative, not gonna make it. Um and then it basically Pulls out things from their like investor presentation. That show like a fairly so slow growth, low margin business that is overvalued. What does grow collaborative make?
I've never even heard of that. They're kind of like a subscription, almost like a Whole Foods Costco type of model where you can go buy products. Uh from them, I believe. And what mar what valuation are they trying to get? I'm not trying to get they're they're publicly traded at, you know, two two billion or whatever. Dikes. Okay. That's a good find. Um and so and so this person, because they're pseudonymous, they can just kind of um talk about whatever they want. They're not really they don't pull any punches.
And so like they'll go after um They'll go after like Chamath. For You know, most most people are kind of afraid to like poke the bear in a way. But Shamoff in reality had a bunch of really shitty spacs where he made a bunch of money.
And people who invested in his spaces. On the whole, like Just got ripped to shreds this year. And um And so this postmarket account will like call out
Basically bad stocks, bad behavior. um across the board in the stock market. So I like it like For example Um
Tweet something, he goes Honest Company went public in twenty twenty one. Yeah, it raised four hundred million that day. The shares closed at a valuation of two point seven billion. Since that day it's lost two billion in value and is now worth less than eight hundred million. And then he says, Public markets are brutal. Be careful if you IPO.
And Postmarket replied and said Public markets are not brutal. Private markets are a facade. It's like I I like the I like the uh the hot takes, I like the intelligence, and I like uh that they don't pull punches.
All right, I like this one. Yeah, I'm gonna subscribe. I'm gonna follow. Um all right, I'm gonna give you one. See, some of mine are popular, but
I'm gonna give you three examples of why I like them. Uh Remit Safety. Do you follow Remit on Twitter? I don't follow actually I do follow him on Twitter, yeah. So there's follow him. There's two reasons why he's amazing. The first is when people criticize him. He'll sometimes say that's a good
Good criticism. Other times they'll be like, No, you're an idiot for these following reasons. Right. And he also that's reason number one, so he's an entertaining follow. And reason number two is he tweets out loads of personal finance stuff. And he'll find an article that's going viral and if he disagrees with it, which oftentimes he does, he'll explain why it's bullsh. For example Uh a lot of people, particularly people who aren't necessarily wealthy have financial advisors who charge one percent.
And he'll tweet out a whole thread about why that's total bullshit and you shouldn't pay one percent advisor. The second thing, everyone talks about buying a home and how it's a wonderful investment, and he'll tweet out this awesome math thing. No, buying a home is not an investment. Buying a home is like buying a car or something like that, where you should just use it and not do it for financial reasons because more often than not, it's not a w a good investment at all. Um and finally, uh, he's got this really cool tweet on how to automate money. So I actually linked to it in that sheet and I actually set up my My accounts
Based off that tweet. So what do you mean by how to automate money? What does that mean? So click um so click I believe it was this one where it says uh how he like Like where the money goes. Like, for example, where do you do you have your bank account set up so like a percentage goes here, a percentage goes there? Or like your um your paycheck.
No. Really? So where's your money go to? Well I don't get a paycheck. But You're you get paid for the HubSpot podcast, you get paid for your business.
So where does your income go to? Straight to a checking account? Straight to a checking account and then your boy moves it into whatever investments I want to make. Really? Yeah. I think you need to read some Ruby.
Because like It should the way it should work is like all your money should go or not the you could do however you want. Well the way oftentimes I think it's easier is your money should go to a checking account. And then it takes money out and Like let's say that you have a really simple setup. Put this much in wealth front, put this much in a mutual fund, put this much. What do you even use to do that? I don't even know that's a possibility that you automate the like clawing out of your checking into various other services. Yeah, you could do it with Coinbase if you wanted to. You could do an automatic
thing for Coinbase. Oh, you go okay, so what you do is you go in those services, you go into wealth front, you say, I'd like to do a autosaver plan and you just A C H connect. Yeah, exactly. And you just set it up so it's all automated. So it's just like basically like you know based off of your monthly income roughly that You want this much cash in your checking count at all times and it automatic and you kinda know roughly the intervals of when you're gonna get cash. So okay, so so the one of the reasons I didn't do that was one of uh when I was getting the last thing I had, last job I had when I was at Twitch, one of the major sources of Of income was just stock R SUs that were going into Amazon stock like automatically. So that was already
That was already there and I wasn't selling because My basis. For when I When we got acquired was lower than the amount at the RSU grant I didn't want to sell and rebalance because it was going to trigger
Taxes uh on the on those gains. Um As as the price kept. Uh have I sold yeah, I sold a small amount, maybe
Fifteen percent. Are you ever gonna sell any of them? I hope not. Uh yeah, I'm on that big barrow die shit now. So uh you know That's the that's the that's that new game plan. It's awesome, right? Yeah, it's it's awesome until it's not awesome is probably the probably the right answer, like most things. Okay, I'm just gonna read these Remits Money Rules. All right.
Have one year of emergency fund cash. Okay, fair enough. Uh I don't, but yeah, you can. Um Save ten ten percent and invest twenty percent of your gross income. You do that? Or you do a higher.
Uh Much higher. Yeah. Um Pay cash for large expenses twenty percent down minimum on a house. Okay, fair enough. Yes, I do that. Uh never question m spending money on books, appetizers, health.
Or donate to a friend's charity raiser. Agree completely. Business class for flights over four hours, agree completely. Um No limit for spending on health or education. Agree completely. Buy the best and keep it for as long as possible.
I disagree with that. Really? I I either buy the best or I d buy extremely cheap disposable. Where I don't have any stress about it because I didn't invest hoping it was gonna be the best. Like a razor. I'll give you an example.
Uh, for Black Friday, there's this brand called Thirty Two Degrees. Do you know them? No Costco. They're like the Costco brand of Under Armour. Or like Nike. I'm gonna buy stuff from the now. Is it awesome? They make like athletic wear. And uh it's actually like
Pretty good, but I don't think it lasts as long as Lululemon. It doesn't last as long as Yeah, like it's it's just not gonna have that same durability, but I like their stuff. Uh like I like it when I wear it and it fits well. uh on my whatever fits well for me. So I uh you know, for Black Friday they have this insane deal where like everything goes down like eighty five percent. Uh they just like want to move all their inventory. So you'll go buy like Whatever, like athletics, you know, like a hoodie.
Or like a fitted, you know, athlete long sleeve shirt or whatever. And it'll be like four ninety nine. And so I just load up. So I buy like almost a thousand dollars worth of th thirty two degree stuff that day. You can just see on my floor here, there's just pile the the boxes came and there's piles come out. Like it's as if I'm a wholesaler for them. And so I'll buy like Fifteen of the pants I like. I'll buy like
Twenty five of the shirt I like. And Because of that, I don't worry about like A losing anything. getting a stain on anything, something wearing out. It's like no, I I bought this. There's so much laundry you have to do though.
Got a cleaner for the laundry, bro. Uh all right. Alright, you're good. All right. I know it's bad for the the the real argument is it's terrible for the environment and like, you know, fair enough. But uh Yeah, birds gotta fly. So here we go.
Uh here's his last two his last three rules. earn enough to work only with the people I respect and like. I think that's a great rule. Uh, marry the right person. Okay, fair enough. Doesn't seem like a money rule, but I get it. Uh prioritize time outside the spreadsheet. What does that mean?
Um, so like when you're I do I have a problem with this all the time. I'm constant con I have a spreadsheet with all my net worth and my finances, and I'm constantly optimizing it and I'll like do different scenarios like oh in five here if in five years if this happens then we're gonna be here. If it goes worst case scenario, we're gonna be here, therefore we should do this, this, and this. So I'm like constantly tinkering with it and doing I'm like, oh, three percent. Uh, if you only spend three percent of your net worth over this many years, but it grows by this, that means by the time we're fifty, we're gonna have this. Right.
And that takes like that's so that takes up so much time. It's so fun though. I see. Uh and also this wealth advisor thing. So we both have the same advisor, but he doesn't charge us any fee, right? Correct? No, we he only gets paid if we buy uh some of the funds that he's gonna sell us. Right, okay. Fair enough. It's pretty sick, right? It's I think that's kind of a hack. I think that's that's a pretty good hack. I think it's a great deal. Um okay, so let's do uh let's do another person. Okay, so you got uh we have postmarket, we have remeat.
Uh I'm gonna do another one. Let me do Okay, I'm gonna give you a a a double a double dose'cause they're kind of the same same type of account. So um my buddy George Mack And then um there's this account called Marketing Examples. Do you follow these? No, what is this one? Marketing examples?
So marketing examples, this guy I would say is one of the best content creators Um On the internet. What's the handle? I think it's just marketing examples. Is it good? Harry's marketing example. So there's this guy, Harry Dry. Harry Dry, he works with us sometimes. I think we we we I discovered him a long time ago and we tried hiring him and uh
It didn't work out, but we're we love him. Yeah, I uh I really, really respect I don't know this person. I don't I I don't know him well. I've DMed him just kind of showing respect. Uh, I don't think most people know him. He's not like Widely He's young. You know, you know there's like the circle jerk of like we all kind of like the same things in the same the same circles. I think he's like eighteen or nineteen.
Yeah, I think it's a l probably a little older than that, but if he whatever he is, he's amazing. His content is so good. I um I I think most people when I see their content I'm sort of cocky where I'm like, I could do better. If I like if I wanted to, I could do better. I see his shit and I say, Oh, I should be copying things he's doing. So that's like a very, very high compliment in my book, uh, where I want to copy your shit because I think you're doing such a good job.
So um so I think he's his account's really great. And um And then George George Mack is similar in that George Mack basically tweets out kind of like Cool marketing hacks, mental models. Um
Just interesting stories. And uh and so George is really, really good as well. And he's also kind of like outside the scene. Meaning like he wasn't uh he's not a Silicon Valley person, he's not a founder or V C that like isn't super well connected in this area, but I think has
Uh earned a lot of people's Twitter respect. You know, he's probably got I don't know what, like seventy thousand followers, maybe a hundred thousand. I don't know what it is. Um So George is really good also. So they're they're the ones I would say to follow if you want Examples of what good content marketing is. As well as
Kinda like m uh marketing slash psychology hacks is what I would call them. Yeah, this guy Harry Dry has some of the best stuff. He's like she just basically Takes landing pages and he goes, This is why this is good and he does very simply. Have you seen his his Kanye West thing? Yeah. What did he do?
I remember something like that. So Ben, pull this up. Go to go to the Kanye West Story dot com. I think that's what it's called. So basically this is like a blog post that he just like tricked out. It's like exhibit knocked on the door. And was there to pimp his blog.
And uh maybe I got the domain wrong. Maybe it's not the it's the Kanye Story dot com. Yeah, the Kanye Story dot com. And uh It's basically this epic website blog post. That's just like a scrolling story about the day he got in touch with Kanye West and how it all went down.
And so it's like it starts with it starts with this like epic photo of Kanye that you scroll it, it's like a slide. It's like from lying in bed. With with zero ideas to negotiating with the biggest superstar on planet Earth. And then it's got this little like outline on the left. It's like the idea going viral, coding it, launching it. Reborn, billboards. Yeezy. And then it's just that those are the chapters of this story.
And he just tells a great uh a very simple Mm you know, hustler story. But I just love this like domain, the way he designed this blog. Again This guy's an artist and I'm like I really respect him and when I come up with shit, I think
I like use him as one of my mood boards of inspiration of like something that I'll I'll copy or I'll s I'll steal uh inspiration from at the at the least. This kid's amazing. Yeah. He's b he's twenty five years old. I was way off. I think when we I want to do something with I wanna like launch something with this guy. I don't know. I I I my new thing is like I find people who are just awesome and I find an excuse to collab with them. And I would put both George and Harry in that bucket. All right, your turn. Um all right, we're gonna go with uh the pessimistic what's this called the pessimist, what's the full one? The pessimist archive, that's what it's called. Uh the handle is like just pessimistic. Pusimistic arc.
Uh so basically what it is is It's Incredibly fascinating because it's a Twitter handle that looks back at history and brings up topics that people complain about today. So for example There's a um
A tweet from november sixteenth, Nineteen Eight. Or a a news article and it says I would rather spend the rest of my life in jail than wear one. And it's talking about a guy who doesn't want to wear a flu mask. And then there's another example of of someone saying like uh Oh, here's a quote from Martin Luther King saying like
You know, there's too many books out there. people are trying to write too much and become famous. And it's basically he's talking about like influencers. Uh and it's kinda funny. And then there's this is great. There will be another one where it's like technology is just gonna kill our brains and they're like referring to like a telephone. And so it's it's real and so if you read just the tweet part, you would think that they're talking about now, but then they show you a different year and then they show you a day a picture of the article.
And it's fr from a newspaper from the eighteen hundreds. And so it's kinda cool because People complain about the same shit all the time. And so you'll think like Oh, our country's more divided by d divided than ever, or like The wealth gap is like crazy or
Same problem. It's like narratives. That it's like, yeah, all those things could be true, but like I'll oftentimes people think it's worse than ever before. And maybe that's not the case because people have been complaining about the same shit forever. Like okay, there's one with school shooters. And it's like um The you know, th these guys were addicted to books and they were reading these These gory books and that's why they shot up their like their local town. Instead of video games, they're blaming like
This uh the novel, the dime novels, whatever those are. And it really and my takeaway here is to Two things. The first thing is that We react the s oftentimes human beings react the same thro for for centuries and if you study why people react the way they do, you can begin And so if I can f if I figure out
In history, what have been some of the common reactions to action X, Y, and Z I can kind of look into the future and or at the present time being like, Okay, I think people are gonna react by doing blank blank idy blank because that's just how we're wired. Um the second thing that it does is it like brings you to like senses a little bit where you're like, Oh, okay. I need to be calm. People have complained about this literally for a hundred and fifty years and we're doing okay. And uh so that's interesting.
And I was reading this book, Human Nature by Robert Green. Ben, I don't know if you've read this or not, maybe you could tell me, but I'm almost positive Somewhere in this book that that they said that one of the very first bits of written langu language that they've found was of people complaining about the younger generation and how they aren't gonna keep the cultures that the old or keep the traditions that the older generation has created. You know what I mean?
this idea of like old people complaining about young people being lazy. Like one of the very first eviden pieces of evidence of of of written language, it was a story of complaining about that. So anyway, I like p seeing those patterns, so that's mine. Yeah, that's uh, you know, what's what's the phrase? History doesn't repeat itself, but it rhymes. Yes. And uh that's that's like what this account is, you know, in a nutshell.
Really great ones on this. I have a similar stash uh in my swipe file that I've been keeping for for years. I I kinda forgot to update it recently, but it was called Smart people saying dumb things. And I would store any time.
somebody who is clearly smart and successful. said something that was very wrong. So for example You know, Warren Buffett uh was very, very dismissive of like, you know, certain technologies, but you know, Bitcoin today, but before that, you know, internet technology stocks. Um that he just didn't understand the he didn't understand them and so therefore made some disparaging comments. Or um
Like Ray Dalio predicting like a crisis in the eighties. Yeah, or um, you know, Steve Ballmer laughing and saying you know, and he's cackling and saying Nobody will ever buy a thousand dollar phone. Like they just don't get it, Apple Apple will fail or whatever. So I did that.
Partly because there's like a In the moment there's like a junk food fun of it, which is like ha. Yes, wrong. You know, uh there's there's a joy when when somebody successful is
But there's more than that. The real reason I did it was to remind myself that like It's very easy to kind of go into hero worship mode. And to idolize certain people or put them on a pedestal and Just because you're smart in one thing doesn't mean you're smart in another. Or just because you're right a lot, doesn't mean you're right all the time. It's a very important lesson because I've made big mistakes. Like, for example,
I think I've missed out Uh I bought Tesla stock very early on. I think I bought it up. Under a hundred dollars. A share and I think if you uh if you adjust for the splits, I think it's now over like five thousand dollars sh share.
So I think I've I would have made about f uh five million dollars on a stock buy that I had. Really? If I just held and um Th and the reason I didn't hold wasn't because I wanted to take profits. It was because I got spooked by First there was like a lot of people at at a given time that were called Tesla Q. Do you know about that? Uh was that the thing where they said that like the it's fake, like their factories are fake.
It's not that the factories are fake, but that there's sort of like fraud deception that the fundamentals don't make sense and that Tesla's gonna go to zero. Tesla will be bad. Spreading those. Yes, exactly. So Josh W so the there was mostly anonymous accounts on Twitter and Reddit. And so I'd read it and I was like, okay, I'd I always want to learn what is the other side. I was so bullish on Tesla. This at this point Tesla wasn't even anywhere near what it is today, right? Um And so it was like
Okay, you know Tesla's gone from eight ninety dollars a share where I bought it to three hundred eighty dollars a share, great, but like You know, I still think it's got a lot of room to run and And I was reading I s I always want to know what is the what do people who disagree with me say and what's their argument. Do I do I believe it? And so I read it and I was like, Oh, there is some weird stuff. Like, wow, they've gone through twenty five CFOs. Like that sounds strange. Like, why does the CFO keep leaving? And like
That people would have this like drone footage of like parking lots just full of Teslas that they're taking like, why are they stashing Teslas in these parking garages? Look at this. Every car in this six store car garage is a Tesla. Why is it here? What are they are they faking s deliveries and sales? Like What is this? So there was a lot of like if there's smoke there's fire. Was there any truth in any of this? Honestly.
Oh, here's my honest take. I actually think that there was a lot of truth to what what was going on. I think that and the reason why I say this is I don't think it's as bad as they said. But I also did don't think it's as good as Tesla portrayed it. Meaning I think there actually was a period of time where Tesla almost died, where it actually almost did go bankrupt. Because um of
Like this the combination of the production ramp up was going too slow, they had the the production line was not moving fast enough. Uh, the subsidies were there, but they could have gone away and like all this stuff. And I think there was like a lot of um kind of like, you know, fake it till you make it going on there. And Elon has even come out and said
In the past he goes, he was talking about When um when clean tech was big. And the government was giving money to this th I think it's called Cylinder or something like that. And he came out and he said same thing happened with Enron where it was like Five weeks before it went under
They were like Not just saying everything's gonna be okay. They were saying everything's better than ever. And he Eddie Long came out and was sort of like What do you want people to say? He's like, you know, it is in the incentive of somebody of the captain of that ship.
To go down with the ship and s the whole time be saying, Oh, we're so close to our destination, basically. He was like They're never gonna come out and say, Yeah. We don't know. We might not make it'cause then that will guarantee you don't make it'cause people will sell the stock. It'll put so much negative pressure on the company, it'll hurt the morale inside the company. And so you can't ever come out and say, I don't know, we might not make it.
So you always have to say Make it. Of course we're gonna make it. We're thriving. And like you just hope it actually comes true. He said something to that effect in an interview once I read and I was like I feel like he's describing what actually was going on inside Tesla.
I didn't believe it, didn't believe it, didn't believe it. I was sort of like Reading it, but I didn't pull the trigger. And then Josh Wolf, this guy's a Very, very smart guy, successful VC, not an anonymous Twitter egg account who's like just shorting the stock and trying to like spread fear. Um
He was really shitting on it consistently for the course of a year. And at some point I was like You know. What will I regret more? Selling the stock now and taking my profit. If I'm wrong.
Or Seeing all these signals and not like going with what seems to be a mounding amount of evidence. How much did you buy? Guess what? I was wrong. Tesla becomes Elon becomes the richest man in the world. Tesla becomes a six hundred billion dollar company. I bought it at a six billion dollar valuation or something crazy like that. And so, you know, I missed out on a fifty to a hundred X uh you know, somewhere along the way.
And um And uh yeah, I do regret. I actually turned out to be wrong. I d I would have regretted more this scenario happening, but it seemed improbable. Wait, so you bought a hundred grand worth of Tessel stock? I didn't buy a hundred grand. I think I bought like I don't know. I don't even know what it was. It wasn't a hundred. I don't think that's w that's not what I was buying back then.'Cause this was like
I I was like twenty three years old or something at the time. It was a long time ago. And basically I think I bought like thirty or forty grand of the stock at a certain price. And I rem because I remember doing the math and thinking, okay, they're valued at like five or six billion now. What is Ford and Jam valued at Okay, they're valued at twenty five billion. Okay, on one hand That seems crazy that they're only five times less when they deliver like two hundred times less cars, but I was like, I really think like the
Cars are gonna go electric. That these old fucks are never gonna switch. And he's got this like vertically integrated it's like actually a battery and energy company. It's not even a car company. And this was before self driving. So it was a good ph yeah, but you know you if you get it wrong, you get it wrong. So egg on my face. And by the way
On this note of The the pessimist archive. I saw this YouTube video. That was um I don't know if you heard about this. Few years ago, Elon Musk negotiated a very unique
Compensation package. Do you know about this? Uh yeah, basically he gets some crazy bonuses if some crazy goals happened. Yeah, so he had He had set up this thing where he gets absolutely n it's his entire compensation was Tied to
the um the market cap of Tesla. And like It was at fifty billion, I think, at the time when he had done it. And um It was like every fifty billion dollars increments, he was gonna get more. And so it's like out of if I get us to a hundred billion. Then I get
X. Oh Like one percent or two percent more of the company each time. I I I sho I I should have I didn't know we're gonna talk about this. I could have mapped it out, but basically he was gonna get a percentage more of the company for every fifty billion they go up in market cap. As they also have to hit certain um like revenue and earnings uh
At that time. And he w had no guaranteed income. So basically if Tesla just went from Fifty to ninety nine billion? He would get zero. Oh, yeah.
And he had five years to do it and the top of the compensation plan was if they became A six hundred billion dollar company, then he was gonna become like he was gonna get this like he would ha own like ten percent of it or whatever he would own some ridiculous amount that would get unlocked for him. And he would be essentially the richest man in the world. And there's all these there's this clip of er uh what's his name? Andrew Sorkin or whatever his name is, the guy on CNBC fast money or whatever. Um
of them t they're outlining the plan and they're laughing. They're just laughing at him. They're like I don't even know why they included these tiers like For Tessa to get that would be I mean there's no way. And they're all laughing. They're like there's no chance. And they're like, This is such a weird thing. Why did he do this? And they're like
Basically laughing at him and saying how Outrageous the top end of it was where it just made no sense. It's like, well, to do that, Temple would Tesla would need to become like the fifth most valuable company in the world or third most valuable company in the world. And they're like, that's ridiculous, but I guess you know aim high, I guess. No guaranteed compensation of any kind of any kind at all. He gets the salary, cash bonus, equity. Uh he only gets equity that that vests over time, but only if he reaches uh these hurdle rates which are Dare I say crazy. So right now the company's worth fifty nine billion dollars.
They run at fifty billion dollar increments. So if he gets the company to a hundred billion dollars you're just talking market capitalization, not based on revenue, not based on the number of production. There's gonna be two metrics at each step. So the first step is he has to get the company to a hundred billion dollars. and reach these operational and adjusted eBITA and revenue number. If he doesn't get either of them He gets nothing. That's kind of a weird way to break it down based on market gap. He gets to a hundred fifty. And has to hit the operational numbers. I mean the market. So can't control that. At each fifty billion dollar number.
He collects one percent of the company. If somehow, magically, he would get the company to six hundred fifty billion dollars, which is literally what the plan calls for, if you can believe this. Uh he would collect the equivalent of about fifty five billion dollars in compensation. Otherwise he gets absolutely billion dollars in an intermediate. And then sure enough, he he's like I think he just hit it or he's about to hit that that last final thing, and sure enough he's the richest man in the world now. That's badass. Bet on yourself. I I need to go back well, if you're him. All right. I'm gonna tell you a a handle that would have helped you.
So you know who Ryan Halliday is? Definitely, right? Yes. Uh Ryan Halliday is an author Just kinda like a personality, but mostly an author, and he does stoicism stuff.
And I included him, but I'm gonna actually tell you the one you should follow. So I like Ryan Holliday because he's got these things that are not business related, but help me in business and help me in life. And so he's got five lessons from Seneca. Seneca was a The Greek? I actually don't know what it was.
Uh he's a philosopher. Uh and so They are we suffer what was he? I think it was Greek. I I didn't look it up. It was Roman. Ben, thank you.
Uh we suffer more in imagination. Five stoic lessons from Seneca. We suffer more in imagination than in reality. Associate only with people who improve you. The greatest remedy for anger. This is the best one. The greatest remedy for anger is delay. Nice. value your time more than your possessions and death is not in the distant future. We are dying every day.
And he's got these amazing things that I love. But He's got this other Twitter handle called The Daily Stoic. I love the Daily Stoic and they just like tweet out all these like Interesting stoicism. That's his, right? It's his brand. It's his.
And it's incredibly useful. This stuff is like It's one of the Stoicism's one of the few philosophies that's like actively um It's practical and you could use on a daily basis. And so I like following this account.
It reminds me to do certain things. Okay, so so correct me if I'm wrong. So Uh I had heard about stoicism from Ryan Holiday, Tim Ferris, bunch of others. So I go I buy Meditations by Marcus Aurelius. I sit down, I start to read it, and I'm I'm sort of just st trying to understand what the heck is this philosophy.
And there were some things I thought were really cool, like the tweet like that tweet you just read out, those five principles, like that resonates with me. But there was like a part of it which was sort of like Feel neither the highs nor the lows. It seemed almost like a philosophy and I think I'm wrong, so I want you to correct me. Uh it seemed like a philosophy which was sort of like Feel nothing. Yeah. And I think that your own. Feel nothing doesn't seem very fun. Why do we why do I want to feel nothing? So that's my big
That's my actually a a really good criticism in my opinion of stoicism and it's my criticism. of stoicism, which is a lack of joy. And a lot of stoics this is me a steel arm steel manning, by the way, a lot of stoics will say Um no, like there's joy. Like if you read it differently, there's room for joy, or they never say you can't have joy. And they're not wrong.
But oftentimes it's how to deal with pain and misery. And the idea is basically you accept the fact that you're gonna come into contact with a bunch of idiots all day who are gonna wanna hurt you and steal from you. But that's okay just. You do like a negative visualization, right? You like imagine Things going wrong. Which again just feels very Not so fun for me and not the way I not not that's not a formula that's worked for me. In fact the exact opposite has worked for me. That formula has worked for me, actually. So what I do is like
Alright, today I've got cancer. I can't get out of bed because I'm like harsh. You do this every day? I do it a lot. Or be I'll be like, look, like Like if I'm feeling sad, I'll be like My I just got my leg cut off. Like I can't walk. I wish I could have run sports. And then I'll be like
Wait a minute, I have both legs. I'm don't feel sick. Let's go celebrate and exercise. Or you know what I mean? Or like, you know, I'm happy my dog is not dead. And I'll go and it it makes me appreciate him. Yeah, it's called negative visualization. I think it's incredibly useful.
There's a there's this is this is to me so I I will disagree with this. There's a This to me is the argument of Well, there's kids starving in Africa. Like in any given moment you could just sort of remember, Oh, there's kids starving in Africa. This kid's starving in Africa. Oh, I my boyfriend broke up with me. Well, at least I'm not kept starving in Africa. And um
And I I get the utility of it. I've used it myself. But in my experience I've learned that it's a bit of a roundabout way to a destination. Of gratitude. And like you don't have to go Two
Feeling the stress and the pain and the suffering of bad in order to Feel it. And so I found it uh I guess my personal experience has been I think it's a roundabout way to gratitude and like I might as well just go straight to gratitude. Don't need to uh
Don't need to think about all the bad things and worry about all the bad things that could happen and go there. It's it's it's not been useful for me. I remember like when I get a sore throat, I always feel this way, and when I get like a toothache, I'm like, I wish I could go back to the days where my tooth didn't hurt. Like if you're at like a toothache is like the most pain you could be in. Or sometimes. And I'm like
I like I You're like I I don't remember like sometimes it might if I All the women who have given birth are like what the fuck is this guy talking about. Yeah, but like a toothache is the worst pain you could feel. Or like I like in my like whenever I get ear aches and toothaches, I'm like you, it's like like this internal pain. It's like I can't make the pain stop and I just have to deal with it until I have an appointment in three days. And then you get like two days in and you're like, I don't remember what it felt like to not feel this pain. And so I got into the habit I'd be like I would be so thankful if I could if my throat didn't hurt today and I could just swallow food. That would make me so happy. And days when I don't I'm not sick, I try to think back. I'm like
This is exactly what I wanted. I wanted to feel happy that I'm not sick today. And so I I think about that stuff all the time. So anyway. Ryan Holiday and the Daily Stoic is a good follow. You're up. All right.
Um By the way, I know we didn't do stoicism justice for people who are like Die Hards. All right. Uh people should look I don't think it is no emotions. I think it's like
More subtle than that. But but that's a really good I think your criticism's great, which is like I think it's what a lot of people run into. A lack of joy and then they're like, But but wait, is this what I want? Yeah. It's like Where's the room for fart jokes? You know what I mean? I'm gonna give you two niche experts. They're in different niches, but I like them. Okay, so uh I should link their accounts here for you to Uh This first guy, I don't know exactly how you say his name.
His name is Avirol Botnagar. Uh, and I'm gonna link you his Twitter. It's Aviro Bot, and uh Uh where do I put it? I put it on the sheet. That we have. Okay, you got it.
So this guy, Avi Avi Ral Botnagar, he is a venture capitalist in India. And his blog is a junior VC dot com. This guy puts out really, really high signal stuff around what's going on in India. Um, like for example, he has a tweet that he put out yesterday or uh that that was India now exports more software, a hundred thirty three billion, than Saudi Arabia exports oil.
Hundred thirteen. We are the uh India is the largest engineering population in the in the world. Uh, what an amazing story that's come come out over the last forty years. How'd you find this guy? This is the bet this one's the best one in the this is the most Helpful one on the list. Yeah. And so like I I do a lot of investing in Indian startups and I was like okay if I'm gonna invest in new startups, I'm not on the ground. I'm not the like
local domain expert. So what did I do? I invested in a fund. I became an investor into somebody else's fund, that's India focused. I was like, Okay, cool, I'm gonna get insights from him and I can bounce any deal off him. to see if he wants to participate and maybe he has a local view that I don't understand. And then this was another guy that I thought was really smart.
So I wanted to find who were I wanted to basically see Who's the thoughter in that space? And then how do I subscribe to them? And so his um you know his like blog I think has fifty thousand subscribers now, so he's not like, you know, a no name. Uh, but he's very niche and he talks about kinda like w the Indian tech scene and what's going on.
you know, at a macro level or whatever. So I found this guy to be I think he's doing a really good job of content creation. So I'm gonna pick this guy in one niche. Is there such a thing as this for China? Uh, I'm sure there is actually this is this is a good idea. I should just um
Like find this person for like Laddam for Europe, you know, for different parts of Europe, uh for For India, for China, and for Australia, maybe. Um if there is none. Be this guy. This guy this is a valuable position to become. Super valuable. There's this guy named Bill Bishop, I think his name is Bill Bishop had a newsletter
Uh called Steinism, I think it's called. You know what I'm talking about? No. Um Sino sinusism. I don't know what that means. Uh Sinocism. Um S-I-N-O-C I S M. For a long time he was the most popular guy on Substack.
And his entire Newsletter. Is It's called Get Smarter About China. And he just tells you about the business of China and you can see all like the latest trends coming out of China. It would be great arbitrage to do, by the way. If you yeah, instead of trying to compete in the same pond as everybody else, like
Go provide a really useful bridge into one specific market or one specific uh geography. Um like uh I I I've told the story before, I think, but like one of the most influential people in my life was this teacher named Lisa Keister at Duke University. And she taught this class called Getting Rich. And her story was she graduated? It's the name of the class, yeah. Did everyone take that?
It was the m it was one of the hardest classes to get into because it was a great name, great title, right? So you already know This person's not just like every other professor. Like she understands like her customer, her market. The second thing was it was she was the highest rated professor on like ratemyprofessor.com and greatest thing. She had a chili pepper number next to her name, so she was like hot too. It was like Oh, it was on everything. So I I wake up at five in the morning, we go to the library to get on the highest speed internet connection. And as soon as the course listings open up, we like jumped on it and we got into this class.
And I go in and she was she tells her story. She goes, Actually, I was a student at Duke 10 years ago or eleven years ago, whatever it was. She goes, I graduated with a degree in Mandarin because that's just what was interesting to me. And at the time everybody was making fun of me. Actually she was older than this now, but she had started teaching back when she was like thirty two or something. Now she might be forty two or fifty two or something like that. But she goes, I graduated with this degree.
All my like friends were like, Good luck with that you know, how's that mandarin degrees gonna h gonna help you out and get a job here? Because I'm gonna I'm gonna go to med school. I'm gonna be a lawyer, I'm gonna be a consultant. Like what are you gonna do with that Chinese degree? She's like, Well, I bet I can get a job in China. And they're like what? And so she bought a one way ticket, just goes to China, and she just starts waving her hand. She's like, Hey
People in China, like I No English, I know companies in the West. Um And I would love to learn about you and then it'd be a bridge. And she became a bridge basically between companies in China and companies in America. If an American company wanted to do business China, they would do it through her because she like could translate the not just literally the language, but like She knew who to talk to. She became like the local expert there. She be and this like to me, this guy on Twitter, he's my bridge into l knowing what's going on in the scene in India.
And so she what her story was, she made a killing doing that because it was really valuable. Companies in China really wanted to do business with the companies in the West. Then she invested all of it in the tech in the tech stock market,'cause she's like, Oh, I can tell tech companies are the ones that are doing well. So she g and then right before the bubble burst. She pulled it all up to be like, Oh, I want to do real estate now. And she like timed it perfectly accidentally.
Invested all in real estate. From two thousand, two thousand eight. Right before the real estate crash happen, she took it out again because she just wanted to do something else with her life. And basically by thirty two was retired And like, you know, uh was like what do I wanna do? I wanna go teach and teach kids what I wish I knew back then. How wealthy she got.
Uh I think she made like you know few million dollars at least, and like Yeah. Probably like Five, seven million dollars and like
Um you know she w she lives in in Durham and she teaches at school. I mean I have no idea how the class of totally I'm totally guessing. So the class was Basically it was you know, like remit sentiment, which is like she's like you probably need she wanted to teach What she wished she would learn when she was in school. So she's like, I wish they taught you about how to manage money.
So she would show us like the power of compound interest over time. Like why you should save early and versus Saving more money when you're thirty versus saving even a little bit of money when you're twenty. And then like What is a mortgage? And like how does that work? And like
Then so and then every other class she would just invite in someone who made it. Like someone who's successful financially. But doing a completely different thing just to expose you to like Look, there's like fifty paths. Dude, this is a one like this podcast pretty much. Yeah, one would be this girl who started a T shirt company licensing university logos.
And she would tell her story. Then she she got Jamie Diamond on the phone. And like Jimmy Diamond's like, you know, the head of whatever Uh and like then then she had this hedge fund guy from San Francisco come out and he's like, Yeah, I here's what I he's like He surveyed the room, he goes, Do you guys use uh
Microsoft or Apple products? And they're and pe people were answering, he goes Uh he asked like three questions and we were like, Why did you ask that? He goes Because then I'm only gonna make one decision this year and it's whether to invest like hundreds of millions of dollars into Apple or not. And um
And he's like, So all I'm doing is I'm just trying to figure out what is the right decision on that. And I was like, whoa, that's a job? That's a that's epic. And he he had said in his when he was in the class, he goes By the way, uh all you guys are gonna just have the same resume. He goes, You're all trying to do the same thing. You're all trying to get grades.
And then like these internships. He's like, so the first three fourths of your resume, think about it. It's gonna look the same as everybody else in this room. Like I'm not really gonna be able to tell the difference. He goes, the only thing that's gonna differentiate any of you is that bottom section where it's called other. Like other interests. So at this school, everybody's gonna teach you to like work on that top three fourths of the resume.
In reality, you should be working on the bottom the bottom one fourth of that resume because that's what guys like me look at. Everybody's got a degree. Everybody's got good grades. Everybody went to a good school. I've never have I told you about the bottom fourth of the resume? No, what is that? That's so funny that you even use that fraction. I always tell My when when I own the company, I would say I just care about the bottom fourth.
I'd always say just tum just wow. And I would always say that. And I'd be like, one of the greatest people would ask me how do you find good writers? I was like, Well, here's one real easy way. Ask'em about the bottom fourth. And they go, What do you mean? I was like, Well Just it didn't matter what they studied in school. Ask'em um okay, so you majored in philosophy. What's your favorite uh philosophy class or favorite philosophy teacher? And if they can't tell me a story.
about something that they spent four years and hundreds of thousands of dollars on, then they're just not gonna be a good writer'cause they're not interesting enough. Right. And so I would always ask about the bottom fourth of the resume for all types of roles,'cause I'm like, if you're just if you can't entertain me for this conversation and then you just don't have any passion and I don't want to be around you. Right. That's amazing. Uh okay, so maybe this becomes one of the the core frameworks that's like uh You know, one one person saying it, that's just a dot. Two people saying that's a line. I interviewed uh it I got that from uh Gold Brian
Goldberg, who founded Uh bustle and He has this amazing article and he says It's headlined, Losers Exist, stay away from them. And it's basically like how to only hire winners.
It's from Pando from years and years ago, and he's a brilliant writer, but he doesn't write anymore because he's kind of a loose canon. But it was titled Losers Exist, How to Avoid Them and it talks about Uh, one of the best ways to ask about the bottom fourth. And if you're a you're a loser if you can't like be passionate about something that you spent four years studying. Uh no, dude, this article is gone.
It's it's a Pan you know, like Pando died. Let me see if there's a cache version. Th there is a cache version. Uh okay, we we're we're back in luck. The headline is Losers exist, don't hire them.
Yeah. Awesome. Um okay, let's do uh let's do a couple more. I'm gonna give a couple quick ones. Uh okay, this other person who I think is a niche expert is this guy Willie Woo. Do you follow him? No, I'm looking'up now. I'm following all these people. The the Indian guy's the best one so far, but let's look at Willie Woo. Yeah, I don't think you like this one because it's very crypto specific, but this guy Willie Woo is
I think the leading Crypto analyst. And um you know, in most things like these people who analyze charts and stuff like that, they're like It's a little bit like horoscopy. They're like, Oh look. The trend is going this way and like if you draw this T shape, it's gonna be the iron cross pattern.
And like, you know, so bye, bye, bye. And um In crypto there's one unique thing, which is that all the data is there's a lot more transparency. All the you know, everything that's happening is happening on a chain, on a public blockchain. So you can actually go analyze it. So like He looks at all these metrics that are like
Um You know, it's he won't just look at the price, for example. There's things like What is the actual average buy in price? Because it's one thing for the price to go up or for people to like not be selling because they bought it in twenty thirteen and they you know Their cost basis was like five dollars and your cost basis now is fifty thousand dollars. So it looks at like What the actual price people buying in, what is the average price people bought in for? And that tells you like
If it's low versus the actual price. You're like okay, um you know, it's mostly you know, this mostly just Same coins in old hands. versus if it's higher, you re you realize that people are buying in at the current price levels. And that's pulling the average up.
Um And so there's there's a whole bunch of things like that. Like Um Coin Age like
Um Are old coins moving, meaning like if OG believers start selling, that's kind of a signal. Like it's like when a CEO starts selling their stock. It's like wait, why are you selling your stock? That doesn't seem quite right. Um What's the reason? And so like
When a bunch of old hands start selling That's actually a signal that comes before the price changes. It may it may not even affect the price yet, but it's a indicator of something to come. Damn, I I just follow them. So this guy's got all kinds of analysis and he's a lot more reasonable. So crypto is full of especially crypto Twitter is full of like Just propaganda artists. And they're good at it. They're like
They will make you believe that some random fucking NFT is the hottest shit because it's like one guy controlling fifty-five bot accounts and they're all replying to every tweet. That uses the word, you know, art. with like a link to their freaking project. There's so much propaganda. There's so much noise and there's so many like Just believers who if you say if I if I if I just go out there to say and I say my price prediction for twenty twenty two Is six six million dollars a coin?
Um I'll get a bunch of attention because people wanna believe that like the number's gonna keep going up. And so this guy's a lot more reasonable. Like he's still obviously a big believer. He's super bullish on Bitcoin and and cryptocurrency in general. But he grounds it at least and like real analysis and I find that to be quite valuable.
All right, I follow them. I think that's cool. Is he what what what is does he like actually make predictions? Yeah, he'll make predictions, but it's not he's not like he doesn't get just like intoxicated with just prediction after prediction. It's more like Let me explain the way things are moving and then when a move happens, he'll explain what actually happened. Who actually Was it a big one whale dumping? Was it A lot of old hand selling, what's causing this bear market? He'll say say, look, there was actually a lot of leverage in China.
And those got liquidated and that's what drove the price down. And like you can s you get an explanation for like What otherwise feels like pretty arbitrary price movements. Yeah, that's badass. All right, let me give you one. Um Rohin Dwar. I actually don't know how to spell Rohin's last name or say Rohine's last name. It's D. H. A R
So this guy Uh founded this company called Pricemics. Do you remember Price Anomics? Yes, I've followed this guy. This guy's good. Okay. So he's interesting. Price anomalies was interesting. We actually recruited a bunch of people from there and I love that company. I don't know if it's really around anymore, but it's just a blog. But his new like started as a side hustle. Now it's kinda like a full time thing. And I actually showed you two examples. Even Sulli is commenting on it. And this guy he owns I think
twelve or ten or eight, somewhere in that eight to twelve range. He owns A single family homes. Uh in New Mexico.
In California. Hawaii Wherever. Um and you can go and look and he'll kinda show you where they are and he'll show pictures of them and he rents them out on Airbnb. And sometimes when his kids are on vacation or not at school, he'll go and stay in his homes and he reveals all of the numbers and all of the updates. So on December sixth, he tweeted, These are my monthly mortgage payments on each of the homes in my small uh portfolio of vacation rentals.
Uh another one is he'll say, like, you know, currently we're seeing this type of occupancy rate and we actually just added a surfboard to our house in Hawaii and we noticed that we could get more money for it or something like that. And he takes screenshots and he shows all of the revenue that he's making as well as how much money things have cost uh cost him to buy. And he'll even do things like recently he posted a couple listings. He's like, I think I could turn this into an Airbnb. And he'll just like Link to the Redfin. house listing and he's like, I think I can get these numbers. So it's actually really cool to see him in real time.
Make it all happen. Yeah, I like this. This is awesome. Uh I didn't realize that he was doing this. This is it's kind of new. Yeah, he's been at it for a while. He's been at it for now his new stick. He's doing it for six years, but yeah, I think he was bl I don't think he was as public about it, but he wasn't as public about it. He was not as public about it, but now he's like all in on it and it's so fun. Uh it's a really fun handle to follow because Sometimes his properties are like
A quarter of a million, and he puts down twenty percent. So he puts down or sometimes even less, I think. So he'll put down like forty or fifty thousand dollars on these properties, and that's pretty attainable for a lot of people. And so it's kind of interesting. Right. Um okay, I have a f okay, let's do a couple funny ones. Um
Okay, have you heard of this account? James Friedman. It's F J me zero one three. Uh Is it on this list? No. So what is it? James Friedman? F James Fridman, or I don't know, it's maybe it's Friedman, but it's F R I D
F R I D M A N. Uh no. Who who what Uh So he is uh he's got two million followers, so he's definitely popular. He's the Photoshop guy. So basically
People will Photoshop like uh Hey James, my boyfriend's wearing this Calvin Klein ph the same Calvin Klein t shirt in every Um And every photo that we t I take with them, can you just remove the the logo of Calvin Klein? And then like he d he does the request, but he doesn't it's not actually just photoshopping it. It makes it hilarious. So like
It's very visual, so you know, you need like YouTube to be able to see what I'm saying here, but like He photos the The this guy's wearing a Kevin Klein shirt of like You know, just as across the chest Calvecline genes. And uh so he like photoshopped it with that ripped off.
So that little section ripped off now, you can just see his chest and uh so it's like fucks it actually like fucks up the photo. It doesn't make it good like the girl wants. Uh and it's does Calvin Klein tattooed on his chest now instead of on the shirt. Um And so it's like uh Like people will just be like, you know, um You know
We here's my wedding photo. Uh, but we forgot to wear a mask during our wedding photos. Can you photoshop a mask on? Instead of photoshopping a Covid mask, and put like, you know, the green mask from Jim Carrey's like the mask. On their face. People request it and then he does the like he does the request, but he does it wrong in a way that they're not happy with. Um, they'll be like, you know, my my arms look too big here and then he'll make them like absurdly tiny or whatever. And so it's just hilarious. He's like, I look funny with one arm. And then so he just or uh you can't see my other arm, so it looks funny with just one arm.
And so he just deletes the s the the second arm, so the person's armless. Exactly. Uh I mean, I think he has like a book or something like called the The Joy of Photoshop. It's It says uh Asking the wrong guy for help. This is awesome. This is cool. I've never seen this. I'm gonna follow'em. Uh you wanna go do wan do a a few more quick funny ones?
Uh yeah, let's do another one. Uh we have a friend, Nikita Beer. He's pretty funny in like the tech world. Um what do you think is account? Hilarious. He's a shithead. Yeah. I'm actually amazed that he s does some of the stuff that he does. And that's why I like him. Well, it's kinda like the Donald Trump rule, right? Which is like you say one offensive or weird thing, um, you know, you're canceled, but you say all offensive and weird things. Uh you're you get like, you know, you get the pass. How did he get away from that though? That's the that's the key is like if every post makes fun of something.
That's cool. If if only one does, then you're an asshole. All this stuff is making fun of something. So I think it's a great follow. And his h profile picture's hilarious. Yeah, his profile picture is uh It's good.
Um, all right, we wanna do one more? Um Yeah, okay, I like this one. Uh I don't know if you know this guy. I don't think you do. I don't know if you'd be interested in him. H his name is Haralibob. What's he do? So Haralibob's story is kinda clear. Is this the crypto guy?
So he's he's actually he's transitioned from being the the the one thing guy to the next thing guy to the next thing guy. Okay, so he started off He got famous because he was a s big sports better. And he famously one year in I think the year two thousand Like just absolutely raked it in in Vegas'cause he found an arbitrage. uh that he could bet on and he just like milked it.
And uh he realized that like I think it was something he's had a few of these where he bisphas he finds he would find inefficiencies in the sports betting market. And that's how he made like millions of dollars. So he found like one year of that What they would do is Um
Let's say that Th they would have an over under a total points for a game. And let's say it's two hundred points for the game. Um Now Vegas is like weirdly accurate with over unders. Like they will get it like so spot on. It'll come down to like the last possession.
And like it'll flip over or under. So they're very good at doing that. It doesn't seem like there's much of inefficiency there. But like in basketball, what happens is that the first half of of basketball you just play and then you go to half time. But at the end of the game, there's often this situation where the losing team will start fouling the winning team.
To like s stop the clock, make them shoot free throws, and then try to like They're trying to make threes while the other team can only shoot two free throws at a time. So what it led to was that the second half had more points than the first half. But Vegas had this small bet called the f they would take the over under and it would say, You can bet the first half over under and it was just dividing it by two.
So it's like dividing the total by two. So the total was always really accurate, but the The first half over under was underpriced. It was o it was like too frequently too uh Too high. So he was just betting the under. So you'd find these like little inefficiencies.
Certain refs. are really foul prone. Um, and so he would know that okay, when that ref is refing this game, that team is gonna score more than their normal average. And so he w he would analyze the refs when nobody was analyzing the refs, and then he would just bet for a whole season on just the refs. Um and he actually uncover I think he figured out before the NBA uncovered that that ref Tim Donahy was like sh cheating, basically. Cause like It was always weird shit happening on that guy's games. Uh and he and so he
I I I'm I'm paraphrasing'cause he doesn't like totally out his whole strategy, but like he's talked about it before, like You know, the Lakers in one year were undervalued in a way and so he was able to bet them. So he made millions of dollars doing that. And I think he Then he became um
Then he gets hired by an MBA Mark Cuban hires him. To be his like secret weapon for the maps. Yeah, but I think he only worked there for a few days, right? No, he worked there for like a year or two and then he famously, you know, left or slas left slash got fired this year. He left, but like an article came out saying Everybody in the company hates Harala Bob because he has Mark Cuban's ear.
And like you know, he has too much power for like his like random position as special advisor and stuff like that. They made him seem like this like master puppeteer and then whatever he left. Uh and now he's like big time in he's been in b he's been big time into crypto recently. And so he's just like at the intersection of all my interests. Like sports betting, poker gambling. NBA games and like NBA personnel stuff, franchise management.
And now crypto. And so I just think this guy's like kind of a baller, degenerate gambler type of dude. And he kinda looks like a shithead, so I like him automatically. And he and he's not afraid to talk shit because he's not like employed by, you know, somebody or whatever. Uh so you know he Uh he basically like
Um He's kind of like a one man band, which I think is great. I think those people tend to be the most interesting because they could speak their mind. And he's kinda like a shithead degenerate gambler type. So he's got it, you know, the sense of humor That you find when you run in those circles, which is like You know, part like smart Alec,'cause you're just like actually really fucking smart and clever and you're finding like
The edges. Uh But also part shithead where you're just like you don't mind just making fun of people and calling them dumb. This episode turned into like the slumdog millionaire of um Twitter where like we name We named ten things and then a a super in depth story on each one and why it's interesting. Yeah. Yeah, that's true, actually. It's more about their backstories than their Twitter. I think it's gonna be cool. Um, Ben, what do you think?
Are people gonna dig uh stuff like this? People are gonna love it. People love lists. Like Sean said, we sold out, but you know what? This is a good thing to sell out for'cause it's a good episode. We um we had one title the other day. Either it's the title or it's the thumbnail. Like they used the thumbnail that I looked stupid or a title that made me sound like an idiot. And I was like, Ben, I don't like that He goes, Oh You thought that selling out to the algorithm was gonna feel good?
Yeah, I had them change the title also for the Hassan Banaj episode. It it came out, it was like reveals all his comedy secrets. And I was like, I don't even we didn't even talk about that. Like we didn't He didn't even talk about his comedy secrets and uh You know, I feel like
That's a guest I'm trying to look cool with, man. You kinda like making me look dumb in front of my Right, I'm trying to look cool with, so can we like change that? Like you can make me look dumb, but don't make me look dumb in front of somebody who I care about. Well are you guys friends now? Uh yeah, we're buddies. Big.
a big thing, right? Like you're you're friends with like uh a guy who's almost a hero. Almost a year. Well, like I don't know I didn't know how much you looked up to him, but I knew you looked up to him a lot. Well, okay, there's there's definitely like a part of it which I think uh, you know Is kinda like the embarrassing part of anybody where it's like You know, like I find it really embarrassing when people see a celebrity and then they fucking lose their mind and they go and they like take a photo with them and they like ask them for an autograph. Like, Can you please write your name on this piece of paper like
I mean, it's real like bitch move if you think about it. I mean it's very strange. You know, if I had my memory w wiped and I came back into society I'd be like, Well you just did what? Like You know, why did you make yourself seem like such a think uh that's how I I used to think when I would see people with like Trump flags or any other politician flag or their like his face, I'm like Kind of weird to have a grown man's face all over your body. Yeah, exactly. And then like, you know, I fanboy about UFC and shit like that. I get super excited. So there's you know, there's still people that like I still can fanboy about. So there's definitely that part of it which is like, Oh, it's kinda cool that someone
Someone that's kinda famous is Like your friend. But that wears off after like, I don't know. Ten seconds. Um, or at least for me, I'm like This is like a lame feeling.
Um the thing I like is that he actually is super helpful. Like Uh he asked really interesting questions. Like w first of all we're saying. Okay, let's take let's take uh his career and my career completely out of it. If you have a conversation with this person
Do you like him? To get along. Like do you do they say interesting things? Or is it just boring same old same old commentary that everybody has? Like no dude's super interesting. has really good questions. Has cool opinions.
Then the second part of it is Um are you gonna like Like I told you this framework which is Good friends consume together, great friends create together. And so I told him, I said
Dude. A dream of mine is to like a ten minute comedy set someday. Like I just think that would be such a thrill. Such a challenge.
You know, like that's one of the few things that I can make, you know make me, you know, nervous or scared. Is the idea of doing that. And so he like I didn't even ask him for help. I would never like I wouldn't really ask him for help, like, dude Your time's a lot more valuable than helping me with my like hobby dream, you know? Um like yeah, I'm that like
kind of out of shape guy who wants to wear the jersey and the dribble up and down the court in Madison Square Garden. Like, yeah, I I want that, but like you don't need to help me. But he has. He text me like Really interesting Kinda like the stuff I'm you know, y you know I'm a nerd about, which is like frameworks, kinda like Techniques, tactics of like
Okay, what's behind the laugh? The laugh doesn't just happen. Yeah, like there's a there's like There's a there's a there's a way to consistently recreate the laugh. How do you do that? And so he's been sharing some ideas with me.
And so You have to ask be like Can I share this tweet? Or can I share this text? I did ask him. I was like, dude, you should charge for this. Like this is Unbelievable. He's like He's like, A, don't share my shit. I was like, Okay, I'll go to the grave with it. And then B
So I haven't told nobody. No not even uh not even my right hand man. I don't don't don't even let him take a peek. Then the second part was Uh he's like You know, there's like this feeling in like a comedy and and like acting, which is like You could teach it, but like if you teach it, that's sort of like this like signal of like I I couldn't do it. So I became that acting teacher in, you know, New York or whatever. Uh and I think there's that same thing in tech, which is like
Oh, are you like teaching it because you Like you couldn't make it as the operator. I think there is that stigma in tech as well, but much less so because in tech people figured out If I start blogging about my shit and tweeting about my shit, I get my reputation goes up. I get better deal flow. I get to invest in better more badass companies. It's like actually strategic. Right. And it's not like that with versus like a fallback plan.
Well, I'm very eager, Sean, to hear about your friendship with With this famous comedian. Fuck you. Fuck you for doing that. Congratulations on making a new friend. Ask Hassan to to tell you a text on why that was funny.
Yeah. For some of us it's natural. Yeah, dissect that, buddy. Ha ha All right.
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