The Art of Controlled Chaos

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IDEAS
The Art of Controlled Chaos

Every great startup begins with 90% chaos and 10% order.

Pure creative destruction to find product market fit.

As the startup grows and scales, it shifts to 70% order and 30% chaos, ensuring the flame of innovation stays alight.

But here's the real secret—that ratio can never be static.

Great founders deliberately inject controlled chaos into their systems, maintaining their innovative edge.

But the chaos has to be controlled:

• Too little—the startup becomes irrelevant.

• Too much—the startup implodes from operational debt.

Many people think chaos is a founder’s enemy.

But harnessed correctly, it can become their greatest competitive advantage.

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INSIGHTS
1 Article

NVIDIA Accelerates Humanoid Robotics Development

Nvidia just entered the robotics chat, announcing their plans to launch Jetson Thor, a new computer for humanoid robots. The AI chipmaker wants to become the leading platform for autonomous machines by building all the key technologies needed to develop and operate them.

Their strategy revolves around creating a three-level system to achieve this ambitious goal:

• Housing large computers to train AI for robots.

• Developing software to test robots in virtual environments before production.

• Inventing specialised hardware that can run directly on the robots themselves.

What does this mean for the company? Let’s rewind.

Nvidia’s stock price has surged nearly (*checks notes*) 800% since the AI hype began in late 2022.

With this run-up, the consensus has been that the stock will crash imminently as startups and scale-ups look to steal Nvidia’s market share in the chip sector.

Most reasonable financial metrics show how overvalued Nvidia’s stock is. Because of its aggressive run-up, it will continue to experience volatility.

But they are not resting on their laurels with this announcement.

By providing the underlying technology platform for robot manufacturers, they aim to capture value as a slice of a potential trillion-dollar industry in the long term.

This is another excellent example of a great founder introducing chaos into the system to ensure his company's relevance in the future.

1 Post

1 Video

THOUGHTS
Quote I’m Pondering

“A ‘startup’ is a company that is confused about (1) what its product is, (2) who its customers are, and (3) how to make money.”

— Paul Graham, Co-founder of Y Combinator

Embrace the confusion. Embrace the chaos.

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Thanks for reading,

— Luca

P.S. Random YouTuber always wins…