My First Million
The best business ideas come from noticing what's working and doing it better, faster, or for a different audience.
Center of Universe Company Strategy
Each year one company becomes the clear breakout that everyone wants to work with - identify and invest in that company three years early
Decision Rule
Focus all investment energy on finding the one company that will be undeniably dominant in their space rather than diversifying widely
How It Works
Market cycles create clear winners that capture disproportionate attention and value - early identification provides massive returns
Failure Modes
Picking a company that peaks early and plateaus
Missing timing by being too early or late
Confusing buzz with substance
Example Decision
“In 2018, identifying that OpenAI would become the center of the universe for AI in 2023, then spending all effort getting exposure to that company”