Starlink is extraordinary. $11.4B in revenue, 39% operating margin, 10 million subscribers. If that were the whole company, this would be a straightforward conversation. But in February, Elon merged xAI into SpaceX right before the IPO. SpaceX made $791M in profit in 2024. They lost $4.9B in 2025. Starlink's cash is now funding a GPU buildout competing with OpenAI and Anthropic. And the governance: Musk holds 85% of the voting power. Public investors get one vote per share. He gets ten. There's also a billion shares granted to him that vest when there's a permanent Mars colony with a million people. You're not buying a rocket company. You're buying a non-voting stake in whatever Elon decides to do next. At 93x trailing revenue, the price assumes everything goes right. That's a tough entry.

Your brain can never bypass the image you set for yourself. If you see yourself as someone who "tries" — you'll always just try. If you see yourself as someone who builds real businesses — you start making decisions that match that identity. This is the Law of the Ceiling: your self-image is the hard cap on your results. You won't out-earn, out-execute, or out-persist the version of yourself you believe you are. The scary part? Most people set their ceiling unconsciously — based on what their parents earned, what their friends think is realistic, or what they've failed at before. The good news? You can raise it. Deliberately. Start by asking: what would the version of me who actually succeeds do today? Then do that. Repeat until the image shifts. Your ceiling isn't fixed. It's a choice.

They just control what you hear. A good salesperson doesn't mislead you — they shape the conversation so the product fits your exact problems. They listen for what you care about, then talk directly to that. Everything else fades into the background. You walk away feeling like it was made for you. And the scariest part? You can't close your ears. You can close a tab. You can ignore an ad. But when someone is in front of you, speaking your language, addressing your pain points — your brain is already buying in before you've made a decision. That's not manipulation. That's just how sales works at its best. The real question is: are you aware of it when it's happening to you?

"Every time you buy, there's a guy on the other side laughing at you." One of my mentors told me this. When you buy a stock, someone sold it to you. When you buy a house, someone sold it to you. When you sign a lease, someone drafted those terms. Every transaction has two sides, and at least one person on the other side knows something you don't. That's not a reason to never buy anything. That's a reason to stop being the person who doesn't know. The uncomfortable reality is that most of us enter deals — investments, contracts, negotiations — with way less information than the other side. We don't know the asset's history. We don't know why they're selling. We don't know what the numbers actually mean. And we convince ourselves that's fine because the deal "feels right" or someone we trust said it was good. That's when the other guy is laughing. The shift happens when you start doing the work before the deal. Reading the actual documents. Asking uncomfortable questions. Understanding what you own and why. Not just trusting the pitch. There's a version of you that always ends up on the informed side of a transaction. That version doesn't get laughed at. Start becoming that person now.

Iran cut off its energy exports when the war started. Prices barely moved. Shelves are stocked. People aren't panicking. Here's the thing that keeps nagging at me though: oil tankers travel at 15 mph. The physical shortage hasn't even arrived yet. Those last pre-war shipments are still at sea. In the meantime, governments are quietly drawing down emergency stockpiles and managing speculator sentiment so markets don't freak out. Those are both one-time moves. When the reserves are gone and the final tankers dock, you're probably looking at demand destruction. Airlines cutting routes, farms pulling back, manufacturing slowing. Not temporarily. The energy infrastructure that got destroyed isn't coming back quickly. Max Fisher put out a breakdown on this worth watching. His take is that what we're seeing right now is a lag, not stability, and that heating shortages and inflation that sticks around for years is a realistic outcome.