Category: Uncategorized

If AI and robotics make everything abundant content, code, cars, even creativity, so what still holds value?

I just came back from two months in the Philippines.
Spent a week in a beachfront hut near El Nido, Palawan – a tiny village of maybe 30–50 homes, most of them local fishermen.

It was raw, peaceful, alive. Jungle road access. Sunset beers from the one bar. Starlink WiFi, surprisingly.

For someone who stares at screens all day, it felt like a nervous system reboot.

I wasn’t just relaxed, I felt reset.

I started wondering: what would it take to live here? Or build something?

So I asked around. And what I found shocked me:
Beachfront land. 20 meters from the sea. $50,000.

Enough to build a few villas. Run a retreat. Or just own a slice of future scarcity.

That same kind of place in Southern Europe would cost 3–10x more with less nature, more tourists.

And the more I think about it, the more I see the asymmetry:

• India + China = 3B people, rising income, close by (3h by plane from Shenzhen)
• Global screen-fatigue is real — people want off-grid, nature, presence
• If AI makes everything abundant, this becomes what’s rare: beauty you can’t replicate

An eco-luxury retreat in Palawan isn’t just a lifestyle dream.
It’s underpriced — even by today’s standards.
The nature is rare. The vibe is unmatched. The cost is low.

To put things in perspective:
The Philippines has over 36,000 km of coastline.
If you take just 100 meters inland across that stretch, you’re looking at 3.6 million decares of potential land.
Even if only 30% of it is realistically usable (excluding cliffs, mangroves, protected zones, etc.), that’s 1 billion square meters.

At a modest $50 per square meter, the market is already worth $50 billion.
But if developed properly – with infrastructure, access, and international interest (especially from nearby giants like India and China) – that value could easily 10x.

That’s a $450 billion economic opportunity.
Even capturing just 0.1% of that = $450 million.

But this isn’t something you can unlock remotely.
Someone needs to be on the ground – living it, understanding the place, the people, the rhythm.

And if that means waking up in one of the most untouched, beautiful places on Earth while opening up access to a hidden market?

Not a bad life.

I’m thinking of scouting more spots like this and building a simple public spreadsheet to track them.

If you’re seeing the same opportunity or want to help map it – let’s talk.



I am also on Twitter – you can contact me there or follow me for more stories and opportunities.



EDIT: Turns out, foreigners can’t own more than 40% of a property in the Philippines.

So capital’s locked out and prices stay low.

Yes, there are workarounds, but they’re not simple.

Still, the beachfront plots seem so underpriced…

I have been thinking about the stark difference between the entrepreneurial and investor’s mindset. I think they are so different that they often contradict each other. Can you do both simultaneously? I’m not sure. But here are some thoughts on the topic.


The Contradictions:

1. Optimism vs. Realism: Entrepreneurs see opportunities in every challenge; investors see potential pitfalls in every opportunity.
2. Action vs. Patience: Entrepreneurs leap and iterate; investors observe and calculate.
3. Vision vs. Evidence: Entrepreneurs are guided by their vision of the future; investors are anchored by historical data and present fundamentals.
4. Creation vs. Predicting: Entrepreneurs strive to create the future; investors attempt to predict it.
5. Emotional Investment vs. Emotional Detachment: Entrepreneurs ride the rollercoaster of their venture; investors aim to remain stoically analytical.

Let’s dive deeper into each mindset.

Entrepreneur
Optimistic, Action-Oriented, Beginner’s Mind,
Delusional Self-belief, Playful, Growth-minded, Experimental, Stubborn, Idealistic, Marketing, Visionary, Iron-willed

How I think of entrepreneurship – taking the leap, having great time and believe everything will be okay. Novelty and a Brave New World!

The Entrepreneur’s Mindset:

1. You breathe optimism. Your mantra? “There’s always a way!”
2. You keep a low-status identity. It is not about the ego; It is about making your vision a reality. Looking goofy and having a beginner’s mind is what gives you superpowers.
3. You believe in yourself to the point of delusion. With 90% of startups failing, you need to defy statistics with self-belief.
4. You’re all about action. Action breeds information. Even if don’t know and you start lame, you’ll iterate to success with feedback from your actions.
5. You rock a growth mindset and love experiments.
6. You’re a walking paradox: narrow-minded in pursuit of your vision, yet open minded enough to pivot when reality demands it.
7. You surround yourself with like-minded folks. Use critics to improve, but don’t let their mindset infect you.
8. You need luck. Luck is something you cultivate, by putting yourself out there constantly.
9. You WILL things into existence. SO, you need IRON WILL!

To be an entrepreneur, you need OPTIMISM. You BELIEVE IN YOURSELF and know you’ll find a way, no matter what. You live by the mantra – THERE’S ALWAYS A WAY. And you just do it. You believe action produces information, so you keep pushing, getting more clarity in the process. You know you can iterate on every mistake. You use sheer will to push through and make it happen.

You don’t take yourself too seriously. Experiment until you make it. Keep a low-status moat around your identity. Your identity is not tied to “successful” or “smart”. It is tied to being a learner, a doer, someone who makes things happen. You are willing to look foolish, to experiment, to iterate. To be an entrepreneur, you are narrow-minded and a bit arrogant, without taking yourself too seriously.

You’ll need luck to get the timing right, to get in front of the right people, and to catch a tailwind. Otherwise, you might create great things that nobody appreciates or buys because their time hasn’t come yet.

Investor
Realistic, Patient, Observant, Logical, Wise, Probability-focused, Humble, Hypothesis-driven, Psychology-savvy, History studying, Unemotional, Risk-managing, Self-believing

how I think of the investor’s mindset – detached, observing and letting cold logic guide you. This has happened before in history, nothing new.

The Investor’s Mindset:

1. You’re a realist. You see things as they are, not as you wish them to be.
2. You don’t play social games. You transcend humanity’s folly and bet on it.
3. You believe in your ability to make it.
4. You don’t take yourself too seriously. The market knows – you don’t. It’s a probability game, not about being right.
5. You ask yourself: “Do I want to be right, or do I want to make money?”
6. You provide liquidity based on growth potential or people’s delusions. You support ideas with evidence, not blind belief.
7. Your ally is patience, not action. You act 1% of the time; the rest is observation and judgment.
8. You cultivate a practical and wise mindset.
9. You don’t need luck. You need great wisdom, knowledge, probabilistic thinking, and decision-making skills.

As an investor, you let realism and logic guide your decisions. Can’t be optimistic – most ventures fail, and people often succumb to vices and mistakes. You need to know reality. You master people’s psychology and their reactions to fear and greed. You are a scholar of capital markets and human reactive behavior to economic dynamics.

Your status doesn’t matter much; you’re interacting with decisions, not people. Treat investing as a probability game, not a battle of right or wrong. Don’t risk more than 10% of your portfolio on a single investment. Yet, you will not follow that rule. This will bring you into troubles.

You expect to face losses or even go bankrupt a few times. When that happens, you need the believe in yourself to bounce back and learn your lessons.

Conclusion

Can these mindsets coexist in one brain, or do they inevitably clash? It’s like trying to be fire and ice simultaneously. The entrepreneur in you wants to bet big on your vision, while the investor side urges caution and diversification. Does embracing one mindset diminish the effectiveness of the other?

TL;DR
Certain achievements contribute more objectively to your personal growth and the value you bring to others. Utilize economic principles to understand the objective worth of your ambitions, and consider non-fungibility as a measure of uniqueness and distinction.

The drive to Achieve great things is an essential part of what makes us human. It’s what pushes us to explore new frontiers, create groundbreaking innovations, and aim for the stars. Our collective achievements have taken us from the days of hunting and gathering to building skyscrapers and sending rockets to space. This desire for Achievements helps us grow individually and benefits all of us as a society.

Are There Better Achievements to Pursue?
Value in achievements can be subjective, as individuals may have their own understanding of what is valuable. However, self-actualization often intertwines with creating value for others, making it essential to assess our accomplishments objectively.
For example comparing the objective value of buying a Lamborghini to establishing a local bakery may seem straightforward, but what about choosing between putting time and effort to prepare for climbing Mount Everest and putting time and effort making $ to purchasing that Lambo? To determine which achievement is more valuable, we can apply objective models from economics to measure the value of these endeavors.

The Economics of Achievement
When considering the value of achievements, we can use economic principles such as supply and demand and fungibility to select more valuable accomplishments. For example, an achievement with the same demand but different supply would be more valuable, as shown in Figure 1.

Figure 1 (Supply and Demand of Achievements)

In the example of mount Everest vs Lamborghini, to climb Mount Everest, you need to train hard, prepare physically and mentally, and risk your life. The scarcity of Everest summits makes this achievement more valuable from an economic standpoint, even if the demand for both experiences is the same(Figure 1). Additionally, a Lamborghini is a fungible asset that can be bought or traded, whereas climbing Everest is a non-fungible achievement that cannot be bought—it must be earned.
For instance, climbing 14 peaks above 8,000 meters in seven months is a non-fungible achievement that cannot be traded for another accomplishment. In contrast, owning 14 Lamborghinis can be traded for other assets, making them more fungible and less valuable.

The Allure of the Uncommon and Non-Fungible
The rarity and non-fungibility of certain achievements inherently make them more attractive to those seeking to differentiate themselves from the crowd. When we pursue uncommon, non-fungible goals, we are not only seeking personal growth and self-actualization but also striving to set ourselves apart. This pursuit of the extraordinary can lead to increased self-esteem, personal satisfaction, and a heightened sense of accomplishment.

The Social Impact of Uncommon Achievements
The pursuit of exclusive, non-fungible achievements can also have a positive social impact. When individuals achieve remarkable feats or overcome significant challenges, they inspire others to explore their own potential and push the boundaries of what they believe is possible. This ripple effect can lead to a Culture of growth and development, as well as create new opportunities for innovation and problem-solving.

Conclusion
In conclusion, evaluating achievements through the principles of rarity, fungibility, and exclusivity offers a useful perspective on the nature of achievements. By considering supply and demand, personal effort, and the pursuit of uncommon goals, we can recognize the value of unique and non-fungible achievements. Embracing this paradigm shift can inspire individuals to redefine success, ultimately fostering a more diverse and fulfilling society that continually challenges the status quo..