Notes on Dan Peña's November 2025 "Arrival Night" talk: - The existing identity is the primary obstacle to success - The obvious advice is to be focused and work hard Principle 1: Identity Annihilation - The current self is incapable of high performance - True success doesn’t come from motivating your current self but from annihilating the current identity that produces excuses, seeks external validation, and rationalizes “half-assed” efforts Principle 2: Commitment - Reject “trying” and any part-time effort - You don’t just need “focus” but an absolute and exclusionary commitment - High-peformance is ergo not defined by what you do but what you are willing to exclude Principle 3: Learning ≠ Consumption - Those who take the most notes and ask the least amount of questions succeed the most - Which means: “infantile” questions demonstrates the failure to ingest the system. Accept the system before processing. - Mechanism: 1. Ingest: Take “copious notes” 2. Process: go home and “rewrite” them 3. Re-Assemble: “put them in some semblance of order” Principle 4: Accountability - Reject ALL forms of justification - All excuses, even valid ones, are irrelevant to objective outcome. Success requires a system that mirrors this objective reality. - Mechanism: Weekly report, that must be done daily because memory is unreliable - Binary: Yes or no questions - No justification: If you use the word “But” in an answer = the answer is NO - NO means “I cunted out” = confrontation with the failure, non-negotiable language, preventing “I had a good reason” as self-deception and excuse - Result: system of radical self-honesty against a set of non-negotiable processes Core: Current identity, learning habits, and accountability methods are the main reason for failure. They must be annihilated and replaced with this specific, rigid, and ruthless QLA operating system.
Why are people here, using Nostr, and not Farcaster? (I'll ask the same inverse question on Farcaster)
MSTR market cap (57B) is now lower than their BTC holdings (65B). Perhaps I don't really understand MSTR investors, but they are in a dilemma: psychologically Michael Saylor must buy a large amount for any remaining trust -- but financially based on stock performance they should not. Purely based on this, MSTR might look undervalued at first, but it ALL depends on investor conviction on BTC. (And this conviction also depends on Michael Saylor buying or not.) If you add a margin of safety (short term dips to $70k - $80k BTC) then conservatively MSTR BTC holdings are worth $42B - $8B debt = intrinsic value of $34B. Pure speculation at this point. image
We talked a lot about how social algorithms are designed to make addicted. But when are we having the honest conversation that AI is optimized for engagement and satisfaction? When a user asks AI, it will provide a helpful and satisfying answer. EVEN IF the helpful response should be: "you should do the work or make the decision yourself". Today's generative AI chats are apparently designed to offload cognitive load, not to build cognitive capacity. This makes the entire relationship with AI addictive and thereby toxic.
No matter how much I want to be productive past 9PM (after kids fall asleep) it seems like an impossibility. When I compare it to early mornings, perhaps I'm with caffeine and nicotine at 15%. Today is my last day in bed past 9.30PM.