Month: March 2025

We saw Disneynature’s “Tigers on the Rise” documentary recently. It is a continuation of their excellent work on Tiger. Tigers on the Rise delves into the day-to-day complexities of a growing tiger population in a country with high population density. 4 reflections –

(1) The first requirement for conservation is to transform the economy. For example, tigers, deer, and farmers were near the Tadoba national reserve were in constant conflict when farmers took their cows to graze. The forest officials then changed the rules and offered farmers cash incentives to take their cows away from the reserve.

That meant more deer and more tigers – this, in turn, meant more revenue from tourism for the local community and for the National park system. A nice example of systems change.

(2) In areas near National reserves, tigers often prey on cows. One intervention that has worked remarkably well is painting a pair of eyes on a cow’s backside. It gives the tiger the impression it is being watched.

Small creatives changes can have meaningful impact.

(3) A lovely part of the documentary was the spotlight on the city of Bhopal. The citizens of Bhopal have shown a remarkable acceptance toward tigers in the city’s landscape. The female tiger the documentary followed did her part too – always stepping out late at night once her human neighbors were asleep.

Incredible.

(4) The documentary did a great job emphasizing themes of education, action , tolerance, and balance. For example, they go to lengths to educate villagers surrounding tiger habitat to leave the forest by evening and to avoid crouching.

Tigers avoid humans as a rule. But a crouching human can look like prey.

When an unfortunate tiger killing happens, the conservation team immediately takes action, locating the tiger, and transferring him/her to a zoo. They’ve also begun experimenting with proactive action – moving tigers from human-dense areas to forests where they can find mates.

But, most of all, it emphasizes the importance of tolerance and the work it takes to keep our ecosystems in balance.

A lovely documentary full of lessons for all of us. Exceptional work, Disneynature team – well played!

Seth reminded me of an old post of his about Sprezzatura. In his words –

This is an archaic Italian word for being able to do your craft without a lot of visible effort. It’s a combination of elan and grace and class, sort of the opposite of loud grunts while you play tennis or a lot of whining and fuss when you help out a customer.

Many people are unable to put their finger on it, but this is a magnetic trait for many of us.

I’ve been watching bits of Roger Federer’s parting video memoir documenting his final 12 days as a tennis player culminating in an emotional doubles game with Rafa Nadal as his partner.

It was a lovely documentary that sparked many emotions and, as expected, tears. It was particularly lovely to see his fiercest rivals burst into tears as he said goodbye.

There’s a lot to be said about Roger Federer’s impact on tennis. His title count has since been surpassed by Rafa Nadal and now Novak Djokovic.

But greatness goes beyond titles.

And Roger’s greatness arguably is best explained by… sprezzatura.

A truth about product and company building at a time where technology assumptions are shifting and capital/investment is constrained – you’re either moving with intensity toward a solution that step-changes your ability to solve real customer problems or you’re going to spend all your time getting randomized because someone else is doing so.

There were periods when it was okay to chase small incremental wins or attempt to keep working old playbooks.

These aren’t those times.

Starbucks founder Howard Schultz told a fascinating story about his return to the company in 2008. For a collection of reasons, Starbucks was in disarray and was months away from being insolvent.

During this time, he was introduced to Steve Jobs and he began telling Steve about some of his problems over a call. Steve asked him to come over to Cupertino so they could take a walk and talk it over.

During the walk, Howard laid out all the problems he was facing and what he was planning to do about it. After listening to it all, Steve practically screamed – “You know what you should do? Fire your executive team.”

Howard’s response was along the lines of “C’mon, I can’t do that. Who will do the work?”

To this, Steve shared that he thought they’ll all be gone in the next 6 months anyway.

9 months or so later, there was one person from that team left. When Howard next met Steve, he told him his prediction had come through. And Steve just pointed out that he could have saved himself from time.

This incident reminded me of a powerful note from former Snowflake CEO Kevin Slootman’s book – “Years ago, I used to hesitate and wait situations out, often trying to fix underperforming people or products instead of pulling the plug. Back then I was seen as a much more reasonable and thoughtful leader — but that didn’t mean I was right. As I got more experience, I realized that I was often just wasting everybody’s time. If we knew that something or someone wasn’t working, why wait? As the saying goes, when there is doubt, there is no doubt.”

When there is doubt, there is no doubt.

I was booking a flight on United.com recently. As I saw the options between the various flavors of economy, I was curious what it all meant.

Clicking in to “Fare rules” took me to a page with a massive amount of legalese. It definitely had the answers to the question. But good luck finding it.

I went to Chase Travel for the same flight and clicking on the fare rules took me to this.

It had everything I needed to make my decision, at a glance.

It is a good reminder of the idea that we’re able to design good Ux (user experience) when we make it past the complexity and find the simplicity.

That is the product equivalent of clarity over comprehensiveness.

When we get it right, it is a thing of beauty.

“If you need to take clients golfing or out to dinner, you’re selling something undifferentiated. If someone’s taking you to basketball games, you’re paying too much. Vanguard’s not buying you lunch — but your wealth advisor with courtside seats? She’s charging you onerous fees.”

I saw this in Scott Galloway’s newsletter and chuckled.

It is both funny and true. And a good reminder to ensure we’re in the business of selling and buying things that are differentiated.

Chinese company BYD’s new Super-E platform is expected to add 400 kms/250 miles in 5 minutes (chart source: The Independent).

My thesis has been simple and unchanging over the past five years – outside of remote areas, electric vehicles will become the default in 20 years. Not because they’re the “right thing to do” or because they’re good for the environment. Simply because they’re better technology.

A key attribute of better technology is faster speed of innovation and improvement. And, in every sense, EV tech has been on a tear in the past five years.

This breakthrough from BYD might be one of the bigger ones of the decade – it solves the “range anxiety” problem for longer distance commutes and makes it no different that stopping for gas.

The crazy thing about the innovation here is just how quickly BYD has pulled ahead of Tesla. BYD’s latest innovation means their battery technology is four times better than Tesla’s Model Y – which was many times better than any alternative just three or so years ago.

Tesla’s Model Y has been the best-selling car globally in the past two years. But such results are a lagging indicator. These results show Tesla being completely outplayed.

It’ll be a while before we see the results of this play out – but it is inspiring to see the pace of innovation delivered here.

John Burn-Murdoch at the Financial Times had some interesting research to share.

Students aside, adults are also scoring lower in reasoning and problem-solving tests.

The share of adults with “basic” abilities has been rising rapidly across developed nations. As with the previous graph, there’s a notable inflection point around 2012.

Again, we see that inflection point around 2012 followed by a steep rise up in our ability to think/concentrate or learn new things.

I call out 2012 because that was around the time we saw rapid increases in smartphone adoption. As Noah Smith points out – “Everyone worries about the changes to human society and cognition that AI will bring, but social-media-enabled smartphones have already crashed into humanity like a meteor, and we’ve barely begun to adapt or even to reckon with the change.”

An inability to think deeply about problems impacts our ability to work, to make better financial decisions, and to elect leaders who will solve the most important problems.

That’s especially hard to do when the competitor is a catchy 30 second video on TikTok.

Needless to say, this isn’t a good thing.

But the first step to solving a problem is to recognize that it exists.

Money that is saved and then invested compounds over time.

It follows then that we must save and invest consistently.

On the flip side, money invested in an experience also has a long-term impact. When you take an unforgettable trip with people you love, the memories from that experience stay with you and get sweeter over time.

So, money well spent gives out memory dividends over time too.

One isn’t necessarily a better choice than the other. But I think it is fair to say that ignoring either isn’t optimal strategy.

Like most things in life, it is on us to find the right balance between both at every stage in our life.

“I think people get old when they stop thinking about the future. If
you want to find someoneʼs true age, listen to them. If they talk about
the past and they talk about all the things that happened that they
did, theyʼve gotten old. If they think about their dreams, their
aspirations, what theyʼre still looking forward to – theyʼre young.ˮ | Peter Attia, Outlive

Beautifully put. It resonated.