🦾 This Is The Way
New tighter edition
AI is only good at what you point it at.
If you point it at endlessly starting new things and never finishing, you’ll become less productive and feel overwhelmed. And then you’ll burn out while chasing the next shiny object.
If you point it at hard, messy, foundational work — the stuff that’s not sexy — you build infrastructure. These boring layers compound.
Boring first. Stack on top forever.
This is the way.
📰 Links
Morgan Housel’s definition of wealth still hits: ‘I can do whatever I want today.’ That’s the moat.
Lee Roach: why shorting anything in 2026 is monetary illiteracy (this one’s for Brent)
Lovable just hit $500M ARR with 1 million new projects shipped weekly. The rail IS the product.
Datadog vets just raised for an AI coding stack betting AGAINST big-AI lock-in
FAANG is dead. It’s MANGOS now. See who took the throne.
How Justin Ernest invested nearly $500M without a traditional VC fund
🛠️ One Build — The Brief Before You Build
Before you open Claude, open a sticky note instead.
Write
line 1: what you want.
Line 2: what “done” looks like.
Open Claude. Paste the brief as your first message. Then tell it to interview you until it fully understands the goal.
Better results every single time.
🎯 Skill — FINISH IT NOW
Pick the one project you keep starting and never finish. Open a fresh doc. Write down the boring infrastructure piece you’ve been avoiding (a CRM clean-up, a content DB, a one-place rule, an SOP). Do only that for 60 minutes today. That’s the way.
📈 Markets
🟢 Winner: PLTR +7%. Closed higher after new federal AI contract awards.
🔴 Loser: NVDA −6%. Sold off on reports of slowing data-center capex.
Every downswing is a buying opportunity… be excited by them.
🐦 Tweet
📊 Stats
The US has drawn 66 million barrels from the Strategic Petroleum Reserve so far. We’re on pace to deplete the full 172M release by September. Inventories will then sit at a historic low, down from a 700M peak in 2009. Build the rail before you need it. Source: WSJ
The Knicks just won their first NBA championship in 53 years. Patience compounds. Holding pays. Source: Neil Paine
Insecticide-treated mosquito nets cut malaria cases by 68% in Asia and 29–40% in Africa. Boring infrastructure saves lives. Source: Eurekalert
🔥 Useful Sh!t Corner 🔥
🗓️ On this day in 1215 → King John of England signed the Magna Carta
🦾 How to be dangerous → Spend the first 2-3 hours of your day being unreachable. No social. No text. No email. No phones. LIFE Changing
🌞 Health → One barbell movement a day. Squat Monday. Press Tuesday. Deadlift Wednesday.
🍳 Cooking → Master one stew recipe. Make it 30 times.
💬 Quote → “Discipline equals freedom.” —Jocko Willink
🤖 AI reality check → Stop asking AI to make you new tools. Ask it to clean up your existing system and lock your foundations.
🧰 The Stack & The Goods
🛠️ The tools I actually run my business on → My Apps Stack (click here)
🛒 My favorite products, with subscriber discounts → My Favorite Products
👋 I’m Colin → Father, AI builder, founder, investor. X-IG-TT → Free Stuff
🧠 Become irreplaceable: Build Your Personal AI Moat. Get 50% off the year and support so I can keep dropping free stuff here and here.
Use AI. Stay Human. This is the way.