1: It is.
It’s time to learn. 🧠 https://t.co/hB6I86Revv
— Marc Andreessen 🇺🇸 (@pmarca) December 10, 2025
2: On the vibe shift —
Two conversations this weekend make me think that there's a vibe shift afoot in Silicon Valley around what one should work on and what is worthwhile.
— Patrick Collison (@patrickc) December 8, 2025
Culturally, it feels like the moment is ripe for new frameworks:
• Davos expert morality is stale and discredited.
• It's also…
3: There are unknown unknowns - Wikipedia — oft quoted at the dinner table.
4: Claimyr — the California employment department phone line has no holds, so you pay a 3rd party to make a queue by repeatedly calling until someone picks up. As they say, “markets in everything”.
6: Five Books - Expert Book Recommendations — I now often read books recomended by AI, but human recs are still good.
6: BuildList - Discover Ambitious Companies Building the Future — taste & curation >>> technical expertise
7: A Call for New Aesthetics — this got some shade from “the critics” but what are they building?
8: Vonlane — overnight busses vs sleeper AVs, who will win?
9: Aviation will be electric - Beyond Aero — should electric airplanes count as flying cars?
10: Our Story | How Paragraph Helps Ideas Thrive — Substack, but make it crypto. Could be cool!
11: Will the most important pop stars of the future be religious pop stars? - Marginal REVOLUTION — Gen Alpha is not what you think.
12: Does the conflict between cardinal utility and ordinal preferences just keep on getting worse? - Marginal REVOLUTION — possibly the best MR post of the year.
13: The Revolution of Rising Expecations
Thus In This House We Believe The Following
- We live in an age of wonders that in many central ways is vastly superior.
- I strongly prefer here to elsewhere and the present to the past.
- It is still very possible to make ends meet financially in America.
- Real median wages have risen. However, due to rising expectations and rising requirements:
- The cost of the de facto required basket of goods and services has risen even more.
- Survival requires jumping through costly hoops not in the statistics.
- We lack key social supports and affordances we used to have.
- You cannot simply ‘buy the older basket of goods and services.’
- Staying afloat, ‘making your life work,’ has for a while been getting harder.
- This is all highly conflated with ‘when things were better’ more generally.
14: The Energy Balance Sheet | Joshua Rauh | Substack — open access, new Stanford GSB course.
15: WaterCube 10 | Genesis Systems — home size AWG. Long the exurbs!
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