Links from Ned and Mike: No. 115
Throughout the week we discover interesting links about self-improvement and building and operating startups.
Hello -
This is Mike and Ned. We’re partners at Enjoy the Work.
What we read this week:
AI's Value Capture problem (Jaya Gupta)
The End of Compute Scarcity? Not So Fast (CloudedJudgement)
Video: Are you Hustling or Hiding?
Here, Ned contrasts the skill set required to start a company with the operational mastery needed to scale one past 50 or 500 employees. He shares how the best founders handle this transition on their own terms.
Nedism of the Week: Remember, if you don't schedule breaks, your body will give one to you… and it likely won't be at a good time.
Good X’s/Tweets
Investment Wisdom@InvestingCanons
Stanley Druckenmiller:
“Sizing is 70% to 80% of the equation. …It’s not whether you’re right or wrong, it’s how much you make when you’re right and how much you lose when you’re wrong.”
3:01 PM · Jul 12, 2026 · 43.8K Views
2 Replies · 85 Reposts · 582 Likes
Steve Magness@stevemagness
Greatness is boring.
The basics aren't sexy. That's exactly why they work. Almost no one is willing to do them long enough.
9:31 PM · Jul 3, 2026 · 20.2K Views
5 Replies · 26 Reposts · 170 Likes
Huberman Lab Clips@HLPClips
How a "delight practice" can rewire your brain for happiness:
"We got to push against this natural negativity bias."
"Pick a friend where you can just text them 'Delight' at the end of the day, then you get the social connection and the gratitude."
"If you have this practice
10:04 PM · Jul 4, 2026 · 6.25K Views
3 Replies · 8 Reposts · 108 Likes
Reads with Ravi@readswithravi
A peak reading advice by Naval Ravikant:
“Instead of asking what books you should read, ask what ideas you should understand.”
3:15 AM · Jul 5, 2026 · 29.5K Views
11 Replies · 49 Reposts · 521 Likes
Hiten Shah@hnshah
This is a very effective method to quickly increase AI adoption in non-technical areas of a business.
Praveen Neppalli @praveenTweets
Agentic AI adoption is on fire at @Uber, and it's changing the way we build, not just in engineering, but across the entire company.
Today, 99% of our engineers use AI tools. More than 70% of pull requests are attributed to local or cloud agents. And our engineers have built
1:26 AM · Jul 8, 2026 · 260K Views
18 Replies · 27 Reposts · 459 Likes
City Journal@CityJournal
For Americans under 30 with the least supportive friends, desired family size was about 1.7 children. For those with the most supportive friends, it was 2.8.
Social scientists often concentrate on religion when looking at birth rates—but helpful friends matter just as much, if
7:44 PM · Jul 7, 2026 · 5.44K Views
1 Reply · 9 Reposts · 32 Likes
Derek Thompson@DKThomp
New newsletter: THE END OF BOOZE
I like wine and cocktails. I also really like being alive. So I’m very motivated to understand the empirical relationship between moderate drinking and lifetime mortality.
Fear of moderate drinking is surging among young people and some health
11:50 AM · Jul 9, 2026 · 306K Views
80 Replies · 82 Reposts · 899 Likes
Steve Magness@stevemagness
The #1 factor determining whether a training program will work or not is belief. If you don’t have buy-in, even if the training is perfect, it’s not going to work.
1:11 PM · Jul 11, 2026 · 8.54K Views
4 Replies · 7 Reposts · 83 Likes
David Sacks@DavidSacks
Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.
Not abstract alignment research or certification by a
Palantir @PalantirTech
Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models:
“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the
1:26 PM · Jul 2, 2026 · 2.06M Views
654 Replies · 1.86K Reposts · 13.3K Likes