Tag Archives: #Attachment

Life at Frontier Minus One

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Sanity prevails…

…at frontier minus one.

Rat race is within the underlying’s…

control.

Virtual / quasi / substantial / semi debt-free-ness…

exists.

Free cash-flow generation on the balance sheet is…

…common.

At frontier minus one, the narrative is …

…under control…

…as proven by self-determination of speed of change…

…and by exhibition of substantial growth.

Not at breakneck speeds.

Not by borrowing to the hilt.

Not by greedy behaviour.

Not by indigestible trajectory.

Not by a reckless ‘not giving a damn too bad if you’re not so fast’ attitude.

Life at frontier minus one…

…is somewhat balanced, with a flow.

Innovation at frontier minus one is achieved much faster

…than at frontier minus two, but much slower than at…

…frontier zero zero.

No tech company that wishes to thrive well into the future is currently functioning at…

…frontier minus two.

Either the transition to minus one has been made, or, it’s in the process.

Why not go for the jugular? Straight to zero zero.

Everyone has their role in this puzzle.

Imagine an older civilization going into battle.

There was a front line, paving the way, at immense cost.

There was a reserve support line, with artillery, first-aid, communication, and what have you.

There was a third line with supply, reinforcements, semi-trainees doing other stuff normally, etc.

There was aerial support, naval support, intelligence, research and analysis staff etc.

All combined to create an ensemble of actions.

Cut to now.

Warfare has changed.

Immense cost is still there, but immense cost to the front line, as in cost of life, has been reduced greatly, speak drone and missile warfare, supported by AI backed intelligence and analysis.

Point is, innovation, a different way of thinking, disruption and all their cousins will find a way to make things affordable, implementable.

That’s the way civilizations move forward.

Not for you or me to change. It’s the way of the world.

And that is what frontier minus one banks upon.

Meaning, to keep functioning at sustainable levels, slowly, painstakingly, in the process, simultaneously, finding a way, a connect, to frontier zero zero.

The connect can be of co-work. Amicable. Win-Win. You earn, we earn.

At frontier minus one, the world view is not to annihilate, but to…

…accommodate.

To win…

…together…

…in…

symbiosis.

Symbiosis

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Imagine…

…the most value you can imagine.

That’s what this word is worth.

Especially now.

What’s the truth?

Existential question.

First we had everyone and their aunties proclaim the death of core Tech companies.

Hmmm.

Core Tech companies, and their chief protagonists, thought otherwise.

Number of believers kept waning though.

Until recently.

Something started to reverse in belief systems.

AI was behaving fantastically utilitarian with a human holding the reins.

Meaning, there needed to be a human there, for practical purposes.

Frontier AI deployed engineers to be the human face. Or so one was told.

Came the trust issue.

Do we double up on our trust in this no track record magician who just showed up out of nowhere?

Do we entrust privileged client data to the unknown?

Do we strip ourselves naked, TWICE?

NO.

Everyone and their uncles have answered with an emphatic NO.

Who is the human handler – the go-between – the trusted face – the rein holder?

Someone with a track record.

Proven.

Tried, and…

trusted.

Self-propelling.

With no liabilities. Spell ZERO DEBT.

With copious FREE CASH FLOW to INNOVATE FREELY…

…to navigate the reins successfully and as per the requirements of an enterprise.

Who is this entity?

None other than…

…our own very well known…

CORE TECH.

Leaner.

Hungry to prove its point.

To have its raison d’être acknowledged, and paid for.

To earn and compound steadily.

Forget about dying. Let’s talk about long term thriving.

Then, we had the captains of frontier AI admitting, that yes, ‘we do need core tech handholding to be implemented successfully’.

Gone was the initial hubris, that ‘we had come to wipe out old thought patterns, and all old systems’.

Reality had dawned, and these captains at least had the decency to admit it.

Actually, they had realized that their existence now depended upon how much their infrastructure would seep through. And…

…that no one was trusting them enough to hand over the job of seeping through to them, but much rather, to trusted old compatriots, to Core Tech.

So they came forward to shake hands.

Good.

Symbiosis.

We want to move forward on the back of this symbiosis.

There will be gigantic and fast development on the back of this symbiosis.

We are looking at space travel, space colonization, disease control, climate change, cheap solar, cheap desalination, perhaps even alien integration and partnership – unimaginable perhaps a few months ago, but possibly conceivable on the back of this symbiosis.

There’s new talk which has recently emerged, from the other extreme, and needs to be discarded, like its mirror image on the opposite side of the bell curve. This is the talk of frontier AI dying out because of becoming unaffordable.

Well, in whatever shape it exists currently, frontier AI does have tremendous capacity to solve problems.

Let it do just that on the back of this symbiosis, and earnings will start to flow.

Core Tech won’t let it wither, frontier AI has now become their raison d’être too.

Don’t you see it?

Two universes are converging, each needing the other to survive.

In the end, they become one universe.

Companies will merge. Synergies will multiply. Mega projects will be achieved, faster, more bombastically.

Earnings will flow.

Where do you want to be?

Remaining a doomsdayer will not help you.

Get into the flow.

Invest into debt-free, free cash-flow generating core tech as value deepens.

Look for debt-free, frontier minus one, free cash-flow generating semi AI companies, research these thoroughly for any red flags, and if those found are manageable, put in some funds.

If you find a frontier tech with manageable debt and a reasonable balance sheet, with a PEG ratio (price to earnings ratio divided by earnings per share growth percentage for the fiscal) somewhat under control. ok, put in some money there too.

Get out of the doomsday mindset.

Put your money to work, and then lock it in for another twenty years. Leave the compounded proceeds to your children.

Now.

Let the crashes come. There will be compounding post crashes too. Just look at the monthly chart of an IT index from 1995 to today. Dot-com peak looks miniscule and low compared to the levels of the monthly chart today.

Enough talking. Do the recce and then let’s talk.

Mantra

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Hey.

Writing became a breeze.

Posting a blog from inside Claude, keeping the originality of the post, whilst assigning to AI all mechanical tasks like feeding in categories and tags – I’ll admit, this does make life a lot easier, and blogging a lot more enjoyable.

Which keeps the admissions coming in continuation, perhaps repeatedly.

From being the leading AI skeptic, towards gravitating to some kind of a chief protagonist – people who know me would probably say, “There he goes again.”

So what’s this going to do?

The number of blog posts is going to increase. Hopefully, the quality too. Primarily, the enjoyment while blogging.

Beneficial. We thereby move towards the realm of Planet 2.0.

Wunderkind AI needs to benefit mankind to the max.

What about the risk?

Opening up to the Wunderkind, allowances, permissions, sometimes an odd password shared.

Does the AI take these towards Planet 3.0?

Yeah, that’s the one on which mankind is harmed.

Skeptics are still on 1.0, exactly where I was 11 days ago.

Idea is to make a conscious effort to gravitate towards 2.0, every time there’s a drift towards 3.0.

Remember, we will tend to drift.

Drifting got us here in the first place. One can use fancy words for it, like disruption.

There’s a quick trick which makes us aware from where we are functioning, 2.0 or 3.0?

Greed. Hubris. Exuberance. Ego burgeons. 3.0 functionality.

Feeling of benevolence while functioning, well-being and / or goodness emerging – 2.0 domain.

Natural human drift towards 3.0.

Bring back consciously towards 2.0.

That’s the Mantra, going forward.

Check

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Hey.

Facing some basic issues on the other side.

Life has changed.

Race became more intense.

There’s greed in the equation, the desire to achieve as much as possible in as little time as possible.

Everything’s moving…

…faster.

As if…

…from one day to the next…

one just…

…shifted.

It’s clear to me that we don’t shift till we are ready.

Was a hard nut to crack.

Had to be literally goaded into the AI trajectory, several coaxings required. Hard skepticism took its time to be broken down.

Not happy about the greed.

Speed of coasting is also very high.

Need attunement.

Unable to slow down easily.

Need to be careful about a ‘now I’ve got this and to hell with you attitude’. Can develop unchecked.

Addiction. Need to stay de-addicted.

All non-electronic activities in the day go up immensely in value.

Reading – books. Check.

Chanting. Check.

Basic verbal conversations. Check.

Human interactions. Check.

Helping someone. Charity. Check.

Non-distracted eating. Check.

Bringing down multi-tasking levels. Check.

Whole detox days. Day travel. StayCation. AutoCut the system. Check.

Evening chanting session. Lengthen. It’s not electronic. Check.

Anything not connected to a device and creates value. Check.

Not going to fall sick in this hyperactive space.

Check.

Incorporating before proceeding further.

Check.

When do you know that you’ve detached?

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We’ve been targeting detachment.

As in, being in the markets and simultaneously unperturbed.

We’ve said it’s very possible and within our reach.

How do we know we’re there?

You’ve felt market-forces, right? Of course. If you’re in a market, you feel it’s force.

You’ve detached when this force doesn’t bog you down. It’s as simple as that.

Or is it?

Many spend their lives in the markets and fail to even define the existence of market-forces, let alone deal with them.

You are different.

You’ll not only deal with these forces, but you’ll control their effect on yourself too.

Yes, you’ll have to call the shots. It’s you, or the market takes over.

First-up, you are only letting in very little. Yes, you are only connecting to the market upon market action. Period.

No market action? No connection. You are now doing other stuff, till there is new market action. Your mind is also thinking other stuff, not market-stuff. For body and mind to remain aloof, quantum of money involved in the market needs to be below a threshold. It needs to be at chip-change level enough to not make you think twice about what’s going to happen to you, if you were to lose this money. Nothing’s going to happen to you. The potential loss would be so minuscule, that it won’t move even a whisker of yours. Be at that level, and not thinking about the markets at will is going to be a breeze.

Of course you’ll ask how you’re supposed to tame a beast if most of the time you’re disconnected to it.

You see, that’s the whole thing. 

You don’t let the beast get to you. 

You get to it. 

Upon requirement. 

What is requirement?

Analysis?

Not necessarily.

Doing analysis, you’re connected to your analysis. You’re in your Zone. You’re relaxed. There’s no live-feed (mostly). You’re analyzing end of the day data. There’s no tension. The past is sprawled before you. You conjure up strategies for the future. It’s fun. 

Connection comes when you go live. That’s when the market hits you with its full force. 

You let the force bounce off you, do your work, and then switch off the live-feed.

Zak Zak Zak, to borrow a phrase for swiftness from Germany.

How so fast?

You’ve planned your market action before going live. Once you go live, you can’t avoid seeing stuff you don’t want to. However, you focus on the correct clicks and logout upon job done. Then you forget what you didn’t want to see. 

The main indices remain with you. It’s hard to forget them. It’s ok. There will be remnant force. You’ll learn to carry it without being affected by it. Start by resisting the urge to look up the index level at a random time of the day. Save it for live connection. 

At times, you’ll need live connection for analysis. That’s that. Deal with it. 

Once you’re done with the market for the day, … , are you done? Or do you get back to it despite being done?

If you do, you’ve not detached. 

If you don’t, well congratulations, you have. Now you can go about enjoying your non-market life too!…….

🙂

Markets & Detachment – Possible?

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We’re pushing limits here.

Making the improbable possible – doesn’t that give you a kick?

Am I even qualified to talk about detachment in the markets?

Well, I can at least tell you how I’m approaching the subject.

Hmmmm – where to begin, let’s see…

Let’s start at the nascent stage where a pang of attachment causes you to worry.

You sit up.

What’ll happen to my stock?

What if there’s a huge crash overnight?

What if I get wiped out?

What will my wife think of me?

Will I become the laughing stock of the Universe?

It’s ok.

Worry.

Burn your heart out worrying.

One needs to feel the pain of the disease to want to weed it out comprehensively.

Worrying and burning your heart out is not the only thing you are doing, though.

You are simultaneously making a list of all the questions that are cropping up courtesy your burning heart.

Yes, yes, make the list. Cast aside the silliness of the questions. No matter how silly a question is, include it in the list if it has cropped up even once. Get on with it.

There then comes a time where you can confidently say, that yes, my list of questions is pretty much complete. No new question seems to be asking itself.

Wonderful.

Now go about creating the circumstances for each question to not crop up.

Meaning that you have undergone actions that are now enabling you to answer each question with “this will not happen because I have created such infrastructures that exactly this will not happen”.

How are you addressing those question for which you can’t create such infrastructures, like an imminent market-crash, or what your spouse might think of you?

To address these particular questions, you create circumstances that cause you to be least affected in the event of the appearance of such questions.

For example, to be mostly insulated from the effects of crashes, buy with margin of safety. Or, set stops. Or, don’t buy. Short. Hedge. Do what suits you, but do it.

Regarding spouse, he or she will think what she thinks. You can’t change that. You just need to have a clear conscience. Commit those actions that give you the clear conscience. Hahahahahaha! 🙂

Right.

There then comes a time, where all queries have been comprehensively addressed. They stop cropping up.

Next, you need to stop committing those actions that can act as catalysts for a query to pop up.

Only look at the market when you have to. Don’t, otherwise. Try only looking at the underlying. Broader markets – well, poisonous, keep these at a minimum. Try and bring down your market action to once a day. Limit the action to the minimal time possible.

Weed out any kind of market conversation with other individuals. There’s no need. There’s you, there’s the market, there’s your system. That’s all you need.

Keep brokers and middle-men at a manageable level. Preferably at zero, and maximally at lower single digits. Only do business with them, no loose-talk, no exchange of tips. Tips are another big poison.

Find your own investments or trades. Resources are phenomenal today. You have everything at your beck and call with a computer and an internet connection.

Shut off business TV. More than a glance at the business page of the newspaper is unnecessary. Business magazines? Forget it. Every piece of info is accessible pinpointedly on the net. You wish to enter into an investment at the nascent stage, right? By the time the story gets published, smart money is already in, and there’s already been a run-up. Your margin of safety is gone.

Finally, take a look at yourself now.

Your results are improving drastically…

…and you’ve detached in the markets…!