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Sarah Guo and Ryan Hoover: Dennis Crowley, "Some final words on Foursquare"
Foursquare cofounder Dennis Crowley (@dens) wrote about the company's final years after it was acquired last month, an outcome he called "disappointing." He wrote it to honor the team and to get "some closure" (essay).
Sarah Guo called it "super important honest advice to founders." Her takeaway: if you're working on a dead end, get out. Founders don't owe it to investors to keep going, because investors "regularly forgive and experience failure" and ideally care more about you doing your life's work than about a subpar outcome. She added that being responsible with investors' money is a different thing from trying to make a company you've lost faith in "work." Ryan Hoover also shared the piece ("Appreciate the retro"), pulling out Crowley's line "I was heartbroken by this ending."
Tim Ferriss: books from his new Q&A episode
Ferriss recommended several resources in his Q&A episode. Links are in the show notes.
- Ramit Sethi's podcast, which Ferriss calls "great." He borrows its question about what it would look like to invest ten times more in the one or two areas that matter most. For him those are health and relationships.
- James Clear, Atomic Habits (and BJ Fogg's work), for people stuck overthinking. Both explain how small actions add up. His advice is to start with small daily actions so you rebuild trust in yourself.
- Michael Singer, The Surrender Experiment, which Kevin Rose recommended to him as a counterexample to over-planning your life. Ferriss "very much enjoyed it" and found it "very helpful." It did leave him with questions about total versus selective surrender.
- Terry Real, Fierce Intimacy (audiobook only). Ferriss calls Real "a beacon of clarity in a world of handwavy relationship advice." If you pick one resource between this and Crucial Conversations, he says to choose this one.
- Elisabeth Kübler-Ross and David Kessler, On Grief and Grieving. It has helped friends after a death, and it is the book on grief recommended most by people he trusts. He notes he hasn't read it in ages.
He also repeated a recommendation from the last brief: Drucker's The Effective Executive, as an "old book" that is "very short" and dense with principles.
Tobi Lütke: DHH's "AI delirium" speech
At a fireside chat with Guillermo Rauch, Lütke called DHH's recent speech about "AI delirium" "a fantastic one." He gave his own reading, adding that DHH might not agree with it. In that reading, the term describes people who have moved past the p(doom) debate and are focused on bringing into the world the things that "previously were impossible." Lütke says he is at that stage or close to it.
Delian: Wajahat on Varda and "space drugs"
Delian Asparouhov said it was the "first time I've seen someone understand space drugs on Twitter. Worth a read" (thread). The thread explains that complex cancer drugs such as PROTACs form uneven crystals on Earth. As a result, they dissolve poorly and their bioavailability is hard to predict. Varda's bet is that growing the crystals in microgravity yields purer, more stable drugs. Note that Delian cofounded Varda.
Shorter mentions
- Keith Rabois called a post by @jhong "good." The post argues that people who haven't run companies underrate how much the team matters compared with "some imagined structural moat."
- Guillermo Rauch recommended @DilumSanjaya's Arduino explainer app to educators, homeschoolers and learners. His point is that a coding agent can now produce engaging explainers.
- Patrick Collison called Ben Thompson "for many years ... the best analyst in tech" when announcing the Stratechery–Stripe partnership.
- Sarah Guo pointed again to the No Priors episode with Greg Brockman, citing his view that security spending should "vastly outstrip" software spending. The episode's topics include cybersecurity in the AI age.
- Tim praises Seti’s podcast about couples’ money problems and highlights its question about investing 10× more in one or two important areas as a prompt to rethink priorities.
- For durable management principles, he recommends reading old books and singles out Peter Drucker’s The Effective Executive as short and dense in tactics and principles, with outdated details easy to update.
- For breaking out of overthinking and inaction, Tim says James Clear’s Atomic Habits does a good job explaining how small actions accumulate; he advocates starting with small daily actions to rebuild self-trust.
- Kevin Rose recommended Michael Singer’s The Surrender Experiment to Tim as a counterexample to overengineering life; Tim says he enjoyed it and found it helpful, though it raised questions for him about total versus selective surrender.
- For communication, Tim names Crucial Conversations as a book to read; for couples, he says to choose Terry Real’s audio book Fierce Intimacy if picking one, praising Real’s clarity and saying the audio format may suit people with more time to listen than read.
- On back pain, Tim says John Sarno’s Healing Back Pain has helped friends and considers Sarno’s work valuable, but rejects its near-universal psychosomatic explanation and one-size-fits-all approach. He also calls Back Mechanic by Stuart McIll a great book and says he is a fan.
- Tim recommends Dr. Kevin Tracey’s The Great Nerve for learning more about the vagus nerve and calls his podcast conversation with Michael Leaven a great resource. He also directs listeners interested in metabolic psychiatry to his interview with Chris Palmer of Harvard.
- Tim passes along On Grief and Grieving: Finding the Meaning of Grief through the Five Stages of Loss by Elizabeth Kubler Ross and David Kesler, saying it was recommended most by people he trusts and had helped friends after bereavement; he notes he had not read it recently.
- For affordable fitness, he points new parents to Jersey and Angela Gregor’s The Happy Body and Coach Chris Summer’s gymnastic strength training (GST), describing both as requiring little equipment; he says combining them with acroyoga put him in the best shape of his life in decades.
- Tim stands by the slow-carb diet in The 4-Hour Body and points readers to a free blog post on how to lose 100 pounds on the diet, which he calls simple and reliable with a high likelihood of success.
Elon Musk linked an @KanekoaTheGreat post featuring a four-minute compilation of 27 James Talarico clips from 2019–2026, introducing it as “Talarico, the creep, in his OWN words.” Musk also told followers to “Forward this to your friends in Texas”; the linked post urged sending it to 10 Texas voters and telling them to vote that day, giving the recommendation a political-distribution context.
Reid Hoffman strongly supported OpenAI’s release of its mathematical proofs, saying the results show frontier models doing impressive work and reveal capabilities beyond what people see in everyday AI products .
Tobi Lütke praised David (“DHH” in the exchange)’s recent speech on “AI delirium” as “a fantastic one.” Lütke’s interpretation—while noting DHH might not agree—was that it describes people moving beyond the p(doom) debate and focusing on using AI to bring previously impossible things into the world.
Sarah Guo praised Alex Konrad’s Upstarts post on Watchtower Labs, thanking him for examining the military operations and logistics challenge and Watchtower’s effort to address it; the linked post reports the startup’s $35M launch from stealth and an interview with CEO Akhil Iyer.
Tobi Lütke praised DHH’s recent speech about “AI delirium” as “a fantastic one.” Lütke said this was his interpretation, which DHH might not share: “AI delirium” describes people who have moved beyond the p(doom) debate and are focused on bringing into the world what AI makes possible.
Jensen Huang pointed attendees to a website for an article about NVIDIA and Anthropic’s partnership, calling it “really great”; the excerpt does not identify the article or provide its URL.
Jensen Huang directed viewers to the website for what he called a “really great write-up” about NVIDIA and Anthropic partnering to create cloud OpenShell agents; the passage does not identify the write-up’s author or provide its URL.
Patrick O'Shaughnessy invited viewers to enjoy his second conversation with Christina Cacioppo, Vanta cofounder and CEO. The interview covers software economics, Vanta's AI rebuild, talent, AI hype and security, and trust; no separate reason for recommending it is given beyond those topics. Link to the conversation.
Aravind Srinivas encouraged users to try the Graphify skill by @graphify, available in Perplexity Computer; it turns a codebase into an interactive map of its files, functions, and dependencies . He said each user was getting 5,000 credits to try it; Perplexity’s announcement specified that Graphify tasks were free through October 31, capped at 5,000 credits per user .
Delian (@zebulgar) recommended Wajahat’s post on Varda and “space drugs,” calling it the first explanation he had seen that understood the subject and saying it was “Worth a read.” Wajahat argues that Varda aims to use undisturbed microgravity crystal growth for complex drugs such as PROTACs, potentially producing purer drugs with more predictable bioavailability and greater stability.
Sarah Guo (@saranormous) spotlighted a No Priors episode, “What are the Post-AGI Rules of the Game in Cyber and Science?”, featuring OpenAI co-founder/president @gdb; listed topics include cybersecurity in the AI age and how AI changes cybersecurity. In a later cybersecurity thread, she linked the episode as context for @gdb’s view that security spending should “vastly outstrip” software spending.
Patrick Collison praised Ben as “for many years” the best analyst in tech and said he was looking forward to the Stratechery–Stripe partnership, broadly endorsing Ben’s analysis rather than recommending a specific piece . He linked to the partnership page: https://stratechery.com/2026/presented-by-stripe/
Sarah Guo calls “can’t” not being in their vocabulary “the best reference you can get on founders” and says she is excited. The post includes an attached video.
Keith Rabois endorsed @jhong’s X post, calling it “good”; the post argues that a company’s team can matter more than an imagined structural moat, using VCs’ basketball-team analogy.
Sarah Guo shared “How Harvey is Building a Frontier Marketing Org”, by Gabe Pereyra and Shawn Farsai; her caption frames it as “Figma MCP 🤝 Harvey marketing.” The article’s example: Harvey used agents to make a launch film entirely in Figma and to create tailored product films for target accounts, with agent-written scripts and ElevenLabs narration.
Aaron Levie points readers to @fiveoutofnine’s roundup of cybersecurity vulnerabilities, breaches, and outages as an example of why cybersecurity will generate AI-related jobs and become a major enterprise investment area. He says agentic and autonomous systems will still need people to direct agents, review findings, patch systems, and respond to incidents.
Sarah Guo (@saranormous) called a piece by Alex Konrad at @UpstartsMediaCo “great,” recommending it for more background on Watchtower’s product and first contracts; the recommendation appeared in a thread about Conviction co-leading Watchtower’s $35 million seed round.
Tobi shared a linked post with “Of course it’s net negative,” endorsing its conclusion about the proposed California wealth tax . The post discusses Stanford academics Jaros and Rauh’s paper, The Net Present Value of the California Billionaire Tax Act, and reports that its simulations found a negative net present value 85% of the time; it links the NBER paper .
The sponsor blurb says Arianna Huffington praised Nabeela Elsayed’s Breaking Burnout but gives no reason for the praise. Book
After a Divorce, We Run Marathons. Science Now Knows Why.
The Big Idea
When life gets hard, we often try to think our way through it. But some of our oldest tools for navigating change begin somewhere else: the body. In The Great Remembering, June Cohen explores how practices such as pilgrimage, group dancing, and time in nature helped ancient communities move through hardship, build connection, and find happiness. She argues that modern research is helping explain why these experiences can still work on us today.
Why It Matters
Modern life gives us plenty of ways to stay in our heads, and fewer reasons to move, gather, or step outside. Yet the walk that clears your mind or the dance floor that lifts your mood may be doing more than offering a distraction. Cohen’s reporting suggests that physical activity, shared rhythms, and restorative environments can help shift how we feel. The useful question isn’t whether to trade science for ancient wisdom. It’s which familiar practices deserve a place back in our lives.
Try This Today
Take a 20-minute walk outside with someone you like. Match your pace. Talk or stay quiet. Skip the headphones.
These ideas come from The Great Remembering: Powerful Ancient Practices—And the New Science Bringing Them Back (opens in new tab) by June Cohen, co-creator of TED Talks, Masters of Scale, and Meditative Story. During her 11 years at TED, she co-hosted its flagship event and launched TED Talks online. Read on for five of her key insights:
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1. An epic physical challenge can help you through an epic emotional one.
The first wisdom system that fascinated me was the epic physical challenge: a practice of pushing the body to its limits. To the Western mind, it doesn’t always make logical sense. But it was everywhere in the ancient world. In boys’ coming-of-age rituals, the boy might go on a hunt or swim an icy river. That physical challenge marked the emotional transition from boy to man. Or think of pilgrimage—a challenging journey—often taken during a difficult transition, like when you need to release grief or seek forgiveness. There is this ancient pattern of physical challenges pairing with emotional ones.
We still do this today. You get divorced, so you run a marathon. You recover from cancer, so you climb a mountain. We don’t know why, but we reach for something hard and physical when we face something hard and emotional.
New science tells us our instincts are exactly right. It’s the science of “hormetic stress,” or good stress. This isn’t emotional stress—it’s the physical stress of something genuinely dangerous: extreme exertion, fasting, intense heat or cold. When your body encounters these challenges, it triggers a chain reaction of renewal that goes down to the cellular level. One of these processes is called autophagy—sometimes described as “spring cleaning” for cells. The scientist who discovered it won the 2016 Nobel Prize in Medicine.
But the most interesting thing about an epic physical challenge is what happens in the brain. If you have read Michael Pollan’s book on psychedelics, How to Change Your Mind, you know the most sought-after effect of psychedelics is neuroplasticity—the brain’s ability to create new connections. An epic physical challenge also creates neuroplasticity. Mark Mattson of Johns Hopkins told me, “We and others have evidence that your nerve cells actually grow and form new synapses in response to physical exercise”—and to a lesser extent, intermittent fasting. This isn’t just the motor cortex; it includes regions like the hippocampus, which governs learning and memory. The neuroplasticity from an epic physical challenge might help rewrite your story when you’re going through a big emotional challenge.
That might be why so many people you know run marathons, go on pilgrimage, or sign up for week-long fasting, silent meditation, or darkness retreats. The ancients knew that taking on an epic physical challenge when you’re faced with an epic emotional challenge is one way to make yourself happy.
The future belongs to the curious.
2. There’s a right way to take on epic physical challenges.
Think of this as a public service announcement from your ancestors: across cultures and across time, the same elements determine whether an epic physical challenge is performed successfully.
Structure. An epic physical challenge is dangerous. It can kill you if you’re not careful. You need guardrails that push you without harming you.
Meaning. Who will you be on the other side? What transition will it see you through? Symbolism is a huge part of why it works.
A coach. Someone who knows the ropes and believes in you.
A witnessing community. People who can say, “You’ve done it. You’ve served us.” We humans have a deep need to be witnessed and to serve.
Nature. Thousands of studies show that just 20 minutes in a green space can boost you biologically.
Recovery. Cells repair, and brain cells grow during recovery, not during the challenge itself. If you skip the recovery, you skip the growth.
The squad. The people you train with, strain with, and cross the finish line with.
These different elements combine to create something holistic and human. Each of us needs slightly different things at different times to help us through tough transitions. These elements transform an epic physical challenge from something you endured into a wisdom system—something that works on you at every level.
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3. Your body is a powerful pathway to your mind and your mood.
Ancient festivals were extraordinarily physical: people traveled great distances, climbed mountains, fasted, stayed up all night, danced for hours. The message was clearly that spiritual transformation begins with the body.
If that sounds too mystical, here’s the science: the single clearest explanation, in one word, is endorphins. The ancients didn’t use that word, but they had an exquisite understanding of how endorphins work and how essential they are to our happiness.
You’ve probably heard of endorphins as our natural pain reliever—the body’s own opioid. You may know them as the source of the “runner’s high,” that flood of good feeling that long-distance runners experience mid-run. (I ran cross country in high school and never felt anything like a high during a run, but I did notice the post-run glow, that sense of Oh, I can handle life. It turns out the “post-run high” is actually more common.) That’s what endorphins feel like: a quiet confidence, a lift. Robin Dunbar at Oxford told me they’re the most effective antidepressant you can get, and hundreds of studies back him up.
But exercise isn’t the only way to access endorphins. We get them any time we encounter physical pain—including extreme heat or cold, as in a sauna or cold plunge. We get them during sex. And, most fascinatingly, we get them through synchrony with other people.
“That’s what endorphins feel like: a quiet confidence, a lift.”
Modern Western culture tends to treat the brain and body as separate, with the brain firmly in charge. You might trace that assumption to René Descartes, the 17th-century philosopher who declared mind and body to be distinct substances. One scientist I interviewed put it bluntly: “He has a lot to answer for, because there is no mind-body distinction.” The ancients knew this. Science is finally catching up.
4. Don’t go it alone.
Let me start here with a story. It’s a story about ultra-marathoner Lisa Hallett. She’s setting the pace for all six in her group as they descend in darkness toward the Carbon River. Lisa can smell the river long before she can see or hear it. It’s the 18th hour of a continuous 150K run around Mount Rainier in Washington state. She and her team will climb and descend a total of 27,000 feet before they sleep again.
Lisa is hungry—her food ran out hours ago—and hunger makes it hard to regulate your temperature. She told me, “Am I cold? Am I hot? It’s too much. And then you start spiraling. I can’t do this. This is too hard.”
Then, three miles from the next aid station, she hears her 15-year-old daughter giggling. Her daughter Heidi and a friend have run in to meet her, carrying peanut butter and jelly and snacks, fresh and positive. Lisa feels a rush of gratitude and a surge of new energy. She picks up the pace as her group runs in unison to the campground.
This is not just emotional. It is physical and measurable. Along with the Runner’s High, there is something Robin Dunbar’s lab at Oxford identified as the Rower’s High: when people row together rather than alone, they produce twice as many endorphins.
And here’s the best part: you don’t have to row or run to get it. We produce endorphins any time we synchronize with other people—singing in harmony, line dancing, laughing together, or even eating a shared feast (apparently you have to eat until you’re painfully full for it to trigger the effect). This is why motorcyclists ride in packs, why yoga feels easier in a class than in your living room, and why group singing has been shown to function as an antidepressant.
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5. Modern science is validating what you already know in your bones.
When I first began this investigation, I expected tension between ancient wisdom and modern science. What I found instead was an emerging partnership. Many scientists are using modern tools to validate the traditional systems they grew up with, and intuitively know to work.
Scientists in Finland proved the profound health benefits of the sauna and cold plunge. Muslim scientists have been proving the health benefits of intermittent fasting, as practiced during Ramadan. Scientists in Japan have shown the physiological health benefits of forest bathing.
“Many scientists are using modern tools to validate the traditional systems they grew up with.”
I didn’t grow up with the sauna or Ramadan. I learned about those benefits from studies. But I did grow up in a house surrounded by trees that my father planted himself. When I read forest bathing studies, I thought: I know that works.
That’s been the response I’ve heard most often since starting to share this work. After one talk, a couple came up to me. The woman said she had elbowed her husband during my section on group dancing: “See—we should dance more.” Her husband had elbowed her right back during the nature section: “See—we should hike more.” They both already knew what made them happy. The science just gave them permission to act on it.
And the beauty of all of this is: You probably kind of already know this stuff. Because while the science and history might be new to you, you probably already know in your bones that these things make you happy. When we look through this dual lens—on one hand, this is what people have always done, and on the other, this is what science tells us—it gives us a powerful mirror to hold up to our own lives, and remember.
The sponsor blurb says Arianna Huffington praised Nabeela Elsayed’s Breaking Burnout but gives no reason for the praise. Book

