Becket U curates the best resources in Math, Physics, Computers, Microeconomics, Game Theory, and Persuasion. With this knowledge, you will understand how the world works.
Undiscovered #119: Long-Term Market Plays, Visualizing OpenClaw and Claude Code, What's Important in Age of AI
#119: Long-Term Market Plays, Visualizing OpenClaw and Claude Code, What's Important in Age of AIHi All! We are pleased to welcome you to this week's edition of Undiscovered, a newsletter with exclusive resources and insights expanding from the material found on our main site - becketu.com. This week, we will take a look at how a few investors are playing the volatile capital markets, what's important in the age of AI, resources for working on yourself, and more. Let's dive in: A Quick Look at Long-Term Market PlaysThis year is shaping up to be potentially very volatile when it comes to capital markets. The inflation outlook is murky with tariffs, bigger deficits, and tighter labor all contributing to the uncertainty. Tariff threats and geopolitical tensions cause oil to fluctuate, leaving most people wondering whether now is the time to cash out and wait for an impending correction. A few interesting articles and posts came across my feed recently that detail market position considerations. As always, do your own research and none of the below is financial advice:
Visualizing OpenClaw and Claude CodeVibe coding (and specifically OpenClaw) can be conceptually hard to grasp. These are a few visual explainers that walk you through how these tools work, and more:
What's Important in the Age of AIWhat are the human skills and physical realities that will retain their value in the age of AI? What is truly important when digital content generation becomes abundant and nearly free? Balaji Srinivasan argues the following: Vision and verification. Prompting and polishing. Community and geography. Scarcity and cryptography. Physicality and resiliency. He goes on to explain: Vision is where you are going. AI can move fast in a direction but it needs direction. Vision means focusing on that direction. Verification is making sure the AI is doing what you want it to do. You can use AIs to critique each other, but you are the final critic. Prompting is articulating what you want in clear written (or spoken) English. Those with great vocabularies will do far better than those without. Polishing is realizing that AI often does it middle-to-middle, but not end-to-end. AI is a construction crane that can build much of the building, but often at the end you need human tweezers. Community is online and offline connectivity. It’s what stays roughly constant even as software becomes variable. Geography is the longitude and latitude that governs your laws. To first order the Internet is roughly uniform across the surface of the earth, but to second order it really is not. Scarcity is everything from physical scarcity (like robots and drones and houses and cars) to distribution scarcity. The hard-to-make atoms as distinct from the easily made bits. Cryptography is everything AI can’t do. LLMs can solve partial differential equations, but not discrete logarithms. The hard-to-fake bits as distinct from the easily faked bits. Physicality is where AI will truly shine. Robot task completions can often be more easily verified. The real world is the verifier of whether a box is on a table. It’s much harder to verify whether an essay is done. Resiliency is about cutting your burn rate, strengthening your community, and picking the right location (and allocation) to weather the dislocations ahead. Resources for Working on OneselfHere are a few other items that will help differentiate you in the world of AI. They span from the technical side of learning how to design, antidotes to slop, how to become a better writer using Benjamin Franklin's lifelong method, and more:
Latest Hacks on Marketing with AIAll the latest hacks for marketing, from pulling any website's design with AI, to scaling hundreds of realistic UGC videos, to a $21.7m content strategist breaking down "the" short form viral formula:
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Becket U
Becket U curates the best resources in Math, Physics, Computers, Microeconomics, Game Theory, and Persuasion. With this knowledge, you will understand how the world works.
#120: Secret Sauce of SpaceX, How to Build Bootstrapped Co. Without Funding, Letters to a Young Creator Hi All! We are pleased to welcome you to this week's edition of Undiscovered, a newsletter with exclusive resources and insights expanding from the material found on our main site - becketu.com. This week we will take a look at the secret sauce of SpaceX, how to engineer virality from one of the best event engineers in the world, an app that can almost one-shot a coffee shop into existence,...
#118: Overwhelming Nature of Tech Updates, Getting Closer to God, Best Nutrition Company Hi All! We are pleased to welcome you to this week's edition of Undiscovered, a newsletter with exclusive resources and insights expanding from the material found on our main site - becketu.com. Editors Note: It has been a longer wait for this edition to be released, and I deeply apologize to the community. I will explain further on this note below. This week, we will take a look at the overwhelming...
#117: Self-Directed Learning Through AI, Virality As You Know It Is Dead, How to Ascend by Studying History Hi All! We are pleased to welcome you to this week's edition of Undiscovered, a newsletter with exclusive resources and insights expanding from the material found on our main site - becketu.com. This week, we will take a look at what brands will have to do moving forward to stand out on social media, the best system to learn any complex topic with Ai, how to study history in order to...