A mistake that cost me 5 years: Thinking preparation was progress. Reading every book. Taking every course. Planning every detail. Meanwhile, someone dumber than me started badly and figured it out. Preparation feels productive but it's often just fear dressed up as strategy. You learn to swim by getting in the water, not by studying water.

The #1# mistake buyers make is caring more about comparables than vision. Comps don’t matter. Valuations don’t matter. Other people’s opinions don’t matter. The only thing that matters is: “What does this domain unlock for your growth over the next 5–10 years?” My biggest deal of all-time was for a 2-word .COM everyone else would’ve called “significantly overvalued.” But for the buyer, it accelerated their roadmap, replaced their weaker “Plan B” domain, and became a foundational part of their infrastructure. Smart buyers think in future value, not market comps.

The biggest mistake governments are making about AI: They think AI is a software race. It isn't. It's an industrial infrastructure race. A nation without compute is a nation renting intelligence from someone else. A country that does not control: energy chips data centers AI infrastructure will become a customer. Not a competitor. We learned this lesson before. Oil shaped the 20th century. Compute will shape the 21st. AI policy cannot just be about safety and regulation. It needs to be about industrial strategy. Follow me if you want to understand the economy being built underneath AI.