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Super Pumped: The Battle for Uber

· 68 min read

Mike Isaac's Super Pumped: The Battle for Uber is a journalistic chronicle of how Uber transformed from a scrappy startup into a global ride-hailing giant, and how the same aggressive tactics that drove its rise also led to spectacular turmoil. The book centers on Uber’s co-founder and former CEO, Travis Kalanick, charting his journey and the company’s roller-coaster trajectory from 2009 to its 2017 crises and 2019 IPO. The book tells Uber's story in-depth, immersing readers in key events and introducing pivotal characters – from venture capitalists to Uber engineers to regulators – while exploring themes of startup culture, leadership excesses, ethical conflicts, and the broader Silicon Valley mindset.

Chapter 1: X to the X

The story opens with a vivid scene that captures Uber’s “work hard, play hard” ethos at its peak. In October 2015, Uber flew thousands of employees to Las Vegas for a blowout celebration dubbed the “X to the X” retreat. The occasion? Uber had hit a major milestone – reportedly $10 billion in gross bookings – an almost mythic achievement for a six-year-old startup.

CEO Travis Kalanick took the stage at the Planet Hollywood resort dressed as “Professor Kalanick” (complete with a lab coat and nerdy glasses) to lecture his team. Amid strobing lights and pumping music, he unveiled 14 core corporate values he claimed would define Uber’s culture.

This was no ordinary company meeting – it was part rave, part rally. Uber spared no expense: the week-long bash featured surprise performances (Beyoncé headlined one night, for a hefty fee paid in Uber stock), unlimited open bars, luxury hotel rooms, and even prepaid credit cards handed to each employee for gambling and entertainment. Uber spent over $25 million in cash on the retreat – more than twice its entire Series A venture funding round. One awestruck attendee described the event as “baller as fuck,” encapsulating the anything-goes extravagance of the celebration.

Yet even as they partied, Uber’s leaders were self-aware enough to recognize the optics of such opulence. Company communications staff quietly instructed employees not to wear any Uber-branded gear in Vegas, and even temporarily removed Uber logos from email accounts – an attempt to hide from prying eyes which company was hosting this lavish affair. The fact that such secrecy was deemed necessary hints at Uber’s combative relationship with critics: the young company was already infamous for its win-at-all-costs attitude, and a giant bash in Sin City might only reinforce perceptions of a tech startup running wild.

On stage, Travis Kalanick presented Uber’s values – concepts like “Always Be Hustlin’,” “Super Pumped,” and “Champion’s Mindset” – which were a twist on Silicon Valley mantras, delivered in what one journalist called “Amazon’s corporate values run through a bro-speak translation engine.” Kalanick idolized Amazon’s founder Jeff Bezos and had studied Amazon’s 14 leadership principles, emulating them with Uber’s own edgy spin. For example, where Amazon preached “Customer Obsession” and “Bias for Action,” Uber’s list included slogans like “Big Bold Bets” and “Toe-Stepping” (meaning employees should not be afraid to challenge authority or peers if it meant getting results). The crown jewel was “Super Pumped,” meant to signify unbridled enthusiasm and a do-whatever-it-takes approach. This term, which gave the book its title, was proudly embraced inside Uber as a descriptor for the company’s culture of intense drive and aggression.

This story serves as an explosive introduction to Uber’s internal culture at its zenith. It was like a cult of success where hard work and hedonism intertwined. It’s a jaw-dropping illustration of Silicon Valley excess: a startup not yet profitable (in fact, Uber was losing about $2 billion a year in 2015 to fuel growth) but flush with investor cash, choosing to reward its staff with a party fit for a rock band. This extravagance underscores a central tension – Uber’s leaders genuinely believed such celebrations were deserved and even necessary to keep the team “super pumped,” but they also knew outsiders might view it as irresponsible or arrogant. The unveiling of Uber’s 14 values is particularly telling. It shows Kalanick’s obsession with culture-building – creating a shared language and identity for employees – but the values themselves read like a caricature of tech bravado. Terms like “Always Be Hustlin’” and “Meritocracy and Toe-Stepping” would later be criticized for encouraging cutthroat behavior and excusing bad manners. At the beginning of the story, we see how Travis Kalanick’s personality was deeply imprinted on Uber: bold, brash, and uncompromising. It also foreshadows many of the ethical and cultural conflicts to come. Uber’s early triumphs had made its team feel invincible – “#1 in the world” – and the Vegas event captures that euphoria and hubris in equal measure.

Chapter 2: The Making of a Founder

To understand Uber’s trajectory, one must understand Travis Kalanick’s personal journey. The story rewinds to Kalanick’s early career, revealing how formative failures and feuds shaped the combative entrepreneur who would later run Uber. Years before Uber, a young Travis co-founded a peer-to-peer file-sharing startup called Scour during the dot-com boom. Scour had shades of Napster – it allowed users to search and download videos and music – and it attracted attention from venture capitalists (VCs) and, ominously, the entertainment industry. The honeymoon didn’t last. In 2000, the record labels and movie studios sued Scour for copyright infringement, seeking a quarter trillion dollars in damages, effectively crushing the company. On top of that, one of Scour’s own early investors betrayed Kalanick’s team – Hollywood mogul Michael Ovitz not only withdrew support but also joined the lawsuit against them. Kalanick, in his early twenties, watched his first startup collapse in bankruptcy amid lawsuits and what he perceived as investor treachery.

The Scour saga left deep scars. Travis felt burned by the VCs who, in his view, had led him on with promises of funding only to abandon him and even turn hostile. He vowed never to let investors push him out again or take advantage of him. This chip on his shoulder became a defining trait: he grew fiercely protective of control in any future venture. Indeed, the book notes that Kalanick emerged from Scour’s ashes both bitter and steeled – determined that next time, he’d “be the one holding the cards” when dealing with powerful backers.

After Scour, Kalanick had a second act with a startup called Red Swoosh, which built technology to transfer large media files. Red Swoosh was a more modest success – after years of struggle, Travis sold it in 2007 for around $19 million. It didn’t make him tech-famous, but it did make him a millionaire in his late twenties, giving him some breathing room and credibility. More importantly, Red Swoosh provided a leadership laboratory where Travis further honed his tough management style. He learned to run a lean operation and negotiate hard deals, but colleagues also recall him as relentless and sometimes ruthless – traits that would resurface dramatically at Uber.

By 2008, with Red Swoosh sold, Kalanick found himself somewhat adrift – a phase jokingly termed “resting and vesting” in Silicon Valley, when a founder has cashed out and is searching for the next big thing. He hosted gatherings of entrepreneurs at his home (he called it the “Jam Pad”), investing in and advising a few startups. Fate came knocking in late 2008 when a friend – Garrett Camp, a successful entrepreneur who had co-founded the content discovery site StumbleUpon – shared an idea. Camp had been to Paris and experienced the frustration of failing to find a taxi one snowy night. What if, he suggested to Travis, they could use smartphones to order a car at the tap of a button? Camp envisioned a limo-timeshare service that became UberCab in 2009. Intrigued, Travis signed on as an advisor and mentor to the project.

UberCab started small in San Francisco, a city notorious for its shortage of taxis. In mid-2010, Camp and his first hire, Ryan Graves, launched a beta that let a handful of friends summon black town cars via an app. It was an instant hit with techies. Graves, a young operations whiz who had become CEO, was running day-to-day things, while Kalanick advised from the sidelines. But as UberCab’s popularity grew, Travis’s involvement deepened. By late 2010, Kalanick’s passion and aggressive vision made him take the reins as CEO, replacing Ryan Graves (who graciously stepped aside and stayed with the company in another role). From that point on, Kalanick was unmistakably the leader of Uber, even though he hadn’t been there on day one.

Early conflicts also began to emerge. Just weeks after UberCab’s official launch, the San Francisco Metro Transit Authority and California’s Public Utilities Commission served UberCab a cease-and-desist order for operating an unlicensed taxi service. Travis’s response set the tone: rather than comply, UberCab simply changed its name to “Uber” (dropping the “cab”) and kept operating, arguing that it was a technology platform connecting riders with drivers, not a transportation company subject to taxi laws. This legal sleight-of-hand – essentially innovating faster than laws could catch up – became an Uber hallmark.

Travis Kalanick’s story is, in fact, a microcosm of the Silicon Valley school of hard knocks. The main characters here – Travis, Garrett Camp, and Ryan Graves – highlight that Uber wasn’t the brainchild of a single founder but a collision of ideas and personalities. Travis’s past imbued him with a paranoia and pugnacity that would permeate Uber’s culture. His mistrust of venture capitalists after Scour led him to structure Uber in a way that gave him outsized control (for instance, issuing himself super-voting shares and keeping tight information rights). This meant that even as Uber raised enormous sums later, Travis retained near-absolute authority – a setup that both enabled Uber’s bold expansion and contributed to unchecked behavior. This part of the story also shows how Travis found his calling in Uber. After experiencing failure and middling success, Uber was his shot at redemption and greatness, and he pursued it with fanatic zeal. The early regulatory skirmish in San Francisco foreshadows Uber’s strategy of flouting rules and asking forgiveness later. It exemplifies a wider Silicon Valley trend: “disrupt first, justify later.” Travis’s willingness to skirt the cease-and-desist by a mere name change signaled that Uber would not be a polite, rule-abiding startup. This rebellious streak endeared Uber to riders fed up with the status quo (who doesn’t want to see an outdated system challenged?) and to investors chasing the next big disruption. However, it also set the stage for many of Uber’s future legal and ethical battles. All in all, this section portrays Travis as an anti-establishment hero to some and a troublemaker to others – a dual image that would follow him throughout Uber’s rise.

Chapter 3: Post-Pop Depression

This somewhat cryptic title refers to the period after a bubble bursts – in this case, the aftermath of the dot-com bust of the early 2000s – and the personal slump an entrepreneur might feel after a whirlwind success (or failure) ends. The story delves into Travis’s life after selling Red Swoosh in 2007, exploring how he grappled with a mix of relief, wealth, and restlessness. At barely 30 years old, he had been through boom and bust, and now he had money in his pocket but no clear purpose. Friends say he traveled, indulged in hobbies, and networked in the tech scene – all while keeping an eye out for the Next Big Thing. This is a reflective section that shows Travis at his most vulnerable and perhaps most human: a driven young man momentarily unsure of his direction.

At the same time, Super Pumped introduces the idea that Uber filled a void – both in Travis’s life and in the market. In 2008–2009, with smartphones becoming ubiquitous, a “new economy” was budding based on apps and on-demand services. Garrett Camp’s UberCab concept came at just the right time. Travis’s initial reluctance to lead another startup melted away once he realized Uber’s potential. The narrative likely covers Travis’s decision to fully commit to Uber around 2010, marking the end of his post-success hangover (“depression”) and the beginning of an all-consuming new mission.

We also learn more about Uber’s scrappy early days. Uber wasn’t yet the juggernaut; it was a small operation hustling for traction. Ryan Graves, Uber’s first employee-turned-CEO, is highlighted as an unsung hero who built out a lot of the early team and operations. There’s an anecdote that Graves famously got involved with Uber by responding to a tweet from Travis looking for a general manager – the kind of serendipitous hiring story that Silicon Valley loves. Under Graves and Camp, Uber tested its service quietly, mostly catering to tech elites in San Francisco who were delighted to have a private driver at their beck and call via an app.

However, as usage grew, the traditional taxi industry started noticing. The story recounts some early confrontations: for example, San Francisco cab companies and city officials complaining that Uber was violating taxi regulations. At this stage, Uber’s strategy of operating in a legal gray area became evident. The company argued it was not a taxi service (since drivers were independent and riders hailed via a software platform), even as regulators insisted Uber was acting like a cab dispatch and needed to follow the laws. This tension between innovation and regulation – essentially, Uber claiming to be a revolutionary new model that old laws didn’t quite fit – was a cornerstone of Uber’s approach. It wasn’t just San Francisco; not long after, Uber faced cease-and-desist letters or outright bans in cities like New York and Paris. Each time, Kalanick’s Uber pushed back, often by mobilizing its users to put political pressure on city officials.

This series of stories provides a bridge from Travis’s past to Uber’s future. The “post-pop” lull in Travis’s life illustrates a common theme in startup lore: the most driven founders are often restless until they find a mission that ignites them. For Kalanick, Uber was that mission – it snapped him out of any complacency. This underscores the cult of the founder in Silicon Valley: someone like Travis might have been considered “damaged goods” after a failed startup and a minor win, but in the Valley, experience (even negative) is valorized, and a comeback is always around the corner. This part of the story's exploration of Uber’s beginnings also taps into the excitement of a disruptive idea taking root. In simple terms for a general audience: Uber solved a real problem (difficulty of finding a cab) with cool new technology (a smartphone app) and a novel approach (treating cars as a shared resource). It’s the kind of “lightbulb moment” story that makes people nod and say, “Why didn’t anyone do this before?” But this section doesn’t shy away from hinting at the storm clouds ahead – namely, that Uber’s very innovation put it at odds with laws written long before such technology existed. Uber’s early decision to plow ahead despite legal uncertainty reflects a broader Silicon Valley trend: “disrupt first, justify later.” Travis’s willingness to skirt the cease-and-desist by a mere name change signaled that Uber would not be a polite, rule-abiding startup. This rebellious streak endeared Uber to riders fed up with the status quo (who doesn’t want to see an outdated system challenged?) and to investors chasing the next big disruption. However, it also set the stage for many of Uber’s future legal and ethical battles. All in all, this part of the story portrays Travis as an anti-establishment hero to some and a troublemaker to others – a dual image that would follow him throughout Uber’s rise.

Chapter 4: A New Economy

As the story develops, Uber evolves from a scrappy startup to an emblem of a much larger movement – the rise of the “gig economy” and the so-called “Uber for X” era. Uber wasn’t just another company; it became the poster child for a new economic model where technology enabled on-demand, flexible services at massive scale. This section chronicles Uber’s rapid expansion beyond San Francisco and the way it rattled the foundations of traditional transportation and labor models.

After proving the concept in one city, Uber embarked on an aggressive city-by-city expansion. Kalanick liked to frame Uber’s growth as almost a populist revolution – Uber would enter a city and instantly win over citizens fed up with expensive, inefficient taxis. Often, the pattern went like this: Uber’s launch teams would arrive in a new market without waiting for permission, start signing up riders and freelance drivers, and effectively dare city regulators to shut them down. Early on, this led to dramatic standoffs. For example, when Uber launched in New York City, it ran afoul of the Taxi and Limousine Commission; in Paris, Uber faced protests from outraged taxi unions. Perhaps most famously, in Portland, Oregon, in 2014 Uber began operating illegally, prompting city officials to conduct sting operations – yet Uber had a secret weapon to evade them (more on that soon). The Uber playbook was clear: get enough users to love the service, and you gain leverage over regulators. Politicians would then face pressure from happy Uber riders whenever the service was threatened with a ban.

The book uses one or two such confrontations as case studies. One likely example: Portland’s showdown. Mike Isaac’s book (in the prologue) opens with a scene of Portland officials trying to catch Uber drivers in the act of breaking the law, only to be thwarted. Uber had devised a tool called Greyball – essentially a piece of software code embedded in the app – which could identify regulatory officials and serve them a fake version of the app, preventing them from booking rides. This meant if a city inspector opened Uber, cars would appear to circle but consistently cancel or never arrive. Greyball was a brilliant but highly deceptive tactic: it allowed Uber to operate behind a digital one-way mirror, expanding its footprint while regulators were left fuming, unable to enforce the law. When Portland’s transportation commissioner discovered Uber had gone rogue, he was furious at the company’s audacity – but from Uber’s perspective, this was survival and “disruption” at work.

Another aspect of the “new economy” theme is how Uber helped unlock the idea that anyone could monetize their time and assets. Thousands of ordinary people began signing up to drive for Uber, drawn by the pitch that they could make good money on their own schedule. Uber positioned itself not as a taxi company hiring workers, but as a platform where “entrepreneurs” (the drivers) could run their own mini business giving rides. This was part of a bigger shift in the 2010s, as companies like Airbnb did something similar for home rentals. The book might mention how Uber and Airbnb were often mentioned in the same breath as sharing economy pioneers, using technology to match supply (drivers or spare rooms) with demand (riders or travelers) and taking a cut as the middleman. Initially, this model was celebrated for its efficiency and flexibility. Riders loved the convenience and often lower prices compared to traditional taxis. Drivers valued the chance to make extra income. And investors adored the scalability – Uber could launch in a new city far faster than a taxi company could grow because it didn’t need to buy cars or hire full-time drivers.

Key characters introduced in this phase include David Plouffe, President Obama’s former campaign manager, whom Uber hired in 2014 to help navigate the political backlash. Plouffe’s joining signaled that Uber was becoming a political force that needed high-profile strategists. Additionally, local Uber managers (often called General Managers) pop up as foot soldiers in the expansion wars – people like Austin Geidt (who launched Uber in new cities) are mentioned, showing the youthful, relentless ranks of staff executing Kalanick’s vision on the ground.

Uber’s friction with regulators and its rapid expansion zooms out the lens, revealing the company as a disruptor of entire industries and norms. For the general reader, it explains how Uber wasn’t just a cooler taxi app – it was fundamentally changing how we think about services and work. The term “gig economy” gets demystified: it refers to the labor market Uber helped create, where workers are independent contractors taking on “gigs” (rides, in Uber’s case) rather than traditional employees with fixed schedules. The benefits were convenience and choice, but this model also raised big questions: What about labor rights, job security, benefits like health insurance or paid leave? Uber initially sidestepped these issues by classifying drivers as non-employees. That became a point of contention and foreshadows later legal battles over whether Uber drivers should be considered employees or remain contractors.

The regulatory clashes illustrate a broader theme of innovation vs. regulation. Uber’s attitude was summed up by one of its early employees during the Lyft competition: “The law isn’t what is written; it’s what is enforced.” In other words, if you can get away with it, then in practice it’s legal. This hacker-esque mindset is common in tech startups – sometimes leading to positive change (forcing outdated regulations to modernize), but it can also come off as flouting democratic rule-making. Uber’s fights with cities became a media spectacle, emblematic of Silicon Valley’s impulse to move fast and break things (to borrow Facebook’s old motto). For supporters, Uber represented progress, breaking monopolies of taxi cartels and delivering better service. For detractors, Uber was the archetype of an arrogant tech company, barreling into communities without respect for local laws or the livelihoods of existing workers. This part of the story captures this upheaval, showing Uber as both a visionary trailblazer and an instigator of social and economic disruption that societies were not fully prepared to handle.

Chapter 5: Upwardly Immobile

The book critically examines the promise of upward mobility, contrasting it with the reality for Uber’s drivers and revealing a growing divide between the company’s meteoric rise and the struggles of those powering it. The title “Upwardly Immobile” is a play on “upwardly mobile”, hinting that for many drivers, working for Uber did not lead to the improved livelihood they had hoped for.

In Uber’s early days, drivers could indeed earn a decent income; Uber heavily subsidized rides to attract customers while keeping driver pay high to recruit and retain them. But as competition intensified (especially with Lyft) and as Uber pursued growth, it repeatedly cut fares and driver bonuses to entice more riders and undercut rivals. Each fare cut meant drivers had to work more hours for the same pay. Many drivers found themselves stuck in place or falling behind – hence upwardly immobile. This section shares the experiences of drivers who once saw Uber as an opportunity but came to view it as an exploitative platform that kept them just scraping by.

A key event featured is the infamous 2017 video of Travis Kalanick arguing with an Uber driver. In early 2017, a veteran Uber Black (premium service) driver named Fawzi Kamel gave Travis a ride and, at the end, mustered the courage to complain to the CEO that falling fares in Uber’s luxury tier were hurting drivers’ earnings. The conversation turned heated. Kalanick, visibly irritated, told the driver that “some people don’t like to take responsibility for their own shit”, implying the driver’s woes were his own fault. The driver responded that Uber had unfairly cut prices. Kalanick snapped that life isn’t always fair and abruptly left the car. Unbeknownst to him, the whole exchange was recorded and later released to the public (it went viral on YouTube). The video showed the world a side of Travis that many drivers knew too well – dismissive of the very workforce that made Uber run. It was a PR disaster for Uber, exacerbating perceptions that the company’s leadership was callous toward drivers.

The book also delves into how Uber internally regarded drivers. In company presentations and talks, Travis and other execs often referred to drivers not as partners or people, but as “supply” – essentially a commodity to be managed. This dehumanizing terminology reflected Uber’s data-driven approach: drivers were numbers in an algorithm to be optimized, not employees to be nurtured. Uber’s system would dangle incentives (like extra pay for hitting ride targets) and then remove or change them as soon as drivers adapted – a constant cat-and-mouse game that left many drivers feeling manipulated.

By the mid-2010s, drivers around the world were voicing grievances: no tips allowed in the app (for a long time Uber discouraged tipping, unlike Lyft), no transparency in algorithmic decisions, and arbitrary “deactivations” (getting kicked off the platform for various reasons) with little recourse. Some drivers banded together online and even in person to protest or file lawsuits. One landmark case was a class-action lawsuit in California arguing that Uber drivers were effectively employees entitled to benefits and expense reimbursement. Uber eventually offered a settlement of $100 million in 2016, but a judge rejected it as inadequate, and the fight over worker classification continued for years.

This part of the story is a reality check – injecting the perspective of Uber’s labor force, which had been somewhat invisible in the narrative so far. It forces the reader to confront the human cost of Uber’s convenience. This discussion is very accessible to a general audience because it touches on issues many people understand: trying to make a living, dealing with bosses (even if an algorithmic boss), and feeling respect (or lack thereof) for one’s work. In simple terms, Uber treated drivers like disposable parts in a machine, which raises ethical questions. Uber insisted its drivers were independent contractors (partners) who valued flexibility – and indeed, some did. But many others felt they ended up with the worst of both worlds: neither the independence (because the app tightly controlled aspects of their work) nor the security of a traditional job.

This ties into a broader Silicon Valley issue: tech companies often redefine workers as “users” or “partners” to sidestep labor laws and cut costs. It’s efficient, but is it fair? This section doesn’t necessarily answer that definitively, but by highlighting stories of individual drivers, it casts doubt on Uber’s lofty promises. It shows how “growth at all costs” can mean costs pushed onto the most vulnerable. From a cultural perspective, Uber’s treatment of drivers contributed to its toxic reputation by 2017. While executives celebrated billion-dollar valuations and held fancy parties, drivers were tweeting #DeleteUber and protesting low pay. The Kalanick-versus-driver video, especially, was a symbolic breaking point – even Travis later admitted he was “ashamed” of how he treated Fawzi Kamel and acknowledged he needed to “change as a leader” after that incident. In the grand narrative, this section underscores that Uber’s revolution came with serious collateral damage. It challenges the reader to consider: is disrupting an industry worth it if it simply creates a new underclass of workers? This question looms large not just for Uber, but for the entire gig economy.

Chapter 6: “Let Builders Build”

One of Uber's core values, “Let Builders Build,” was a motto meant to empower the product team to keep innovating rapidly. In practice, it exemplified Uber’s engineering-centric, hyper-aggressive culture. The book takes us inside Uber’s offices to examine how that culture was cultivated and how it sometimes went off the rails. It’s about the internal dynamics: how decisions were made, how employees were encouraged to behave, and what happened when that “do whatever it takes” attitude crossed ethical or legal lines.

At Uber, “Let Builders Build” essentially meant removing obstacles for the people building Uber’s products and services. If regulations were obstacles, find a way around them (as we saw with Greyball). If cautious voices in the company were obstacles, ignore or sideline them. The mantra carried an implicit disdain for bureaucracy, process, and anything that might slow down growth. Uber hired lots of young, aggressive engineers and managers who thrived in this sink-or-swim environment. Many were lured by Uber’s meteoric rise and internal slogans about changing the world. The upside was an organization that could spin up new features or launch in new cities with incredible speed. The downside was a growing chaos and lack of oversight – “builder” projects sometimes launched without thinking through consequences.

One striking example of builder-driven rule-bending is Uber’s covert interaction with tech giant Apple. In 2015, Uber’s iPhone app was doing something sneaky: it was secretly “fingerprinting” iPhones – leaving a persistent digital tag even after the Uber app was deleted, so Uber could prevent fraud by recognizing devices of previously banned users. From Uber’s perspective, this was a clever solution to a problem (rampant account fraud in certain markets). But it violated Apple’s privacy rules. To hide it, Uber’s engineers even geofenced Apple’s Cupertino headquarters – essentially programming the app to not reveal the fingerprinting behavior if it detected it was on an Apple campus network, hoping Apple’s own employees wouldn’t catch on. Nonetheless, Apple did find out. In early 2015, Tim Cook (Apple’s CEO) summoned Travis Kalanick to a meeting. According to Isaac’s reporting, Cook was calm but firm, telling Kalanick “I’ve heard you’ve been breaking some of our rules.” He then demanded Uber stop the fingerprinting immediately or face being expelled from the App Store. For Uber, which relied on iPhone users, getting kicked off Apple’s platform would have been a death blow. Kalanick, typically brash, was apparently quite shaken by Cook’s ultimatum and agreed to comply. This anecdote is revealing: it shows Uber’s tendency to push boundaries until a greater power forces a retreat. Inside Uber, such tactics (breaking Apple’s rules to solve a problem) were applauded until they threatened the company’s existence.

The book also highlights Uber’s security and data practices. With “builders” given free rein, Uber’s internal systems for data access were quite open. The company’s tool called “God View” allowed employees to see active rides on a map with rider aliases – initially used for impressively displaying activity at launch parties. But many employees had access, and it was misused. In one incident around 2014, a Uber executive reportedly tracked a journalist’s ride without her permission, just to show off the tool’s capability. Stories like that raised alarms that Uber played fast and loose with privacy. Rather than immediately locking down data access, Uber’s response at the time was mild (promising to implement better protocols while denying any widespread abuse). This again stemmed from the “builders” mentality: data was there to be mined and used; concerns about privacy were secondary.

The tone from the top is a big focus here. Travis Kalanick’s leadership style was hands-on in driving growth but surprisingly hands-off when it came to setting limits. He encouraged competition among teams and reportedly liked to hire people with a high “hustle” factor – sometimes even tolerating what HR would call “brilliant jerks” as long as they delivered results. Uber had a rank-and-yank performance review system where the bottom performers were regularly pushed out, keeping everyone on edge. The company’s values like “Meritocracy and Toe-Stepping” explicitly told employees it was okay to challenge and even offend others to make a point or get something done. Internally, this bred a gladiatorial atmosphere that could spark innovation but also intimidation. For instance, employees recounted incidents of sexist or macho behavior being overlooked because the person was a “top performer.” One such value, “Always Be Hustlin’,” encouraged employees to work insanely hard and do whatever it takes to push the company forward – which in some cases meant questionable ethics if it gave Uber an edge.

This provides an inside look at Uber’s corporate culture, which is both fascinating and disturbing. For a general reader, it’s an example of how a company’s values and slogans can strongly shape behavior – sometimes in unintended ways. “Let Builders Build” sounds empowering (who doesn’t want to let creative people do their thing?), but without balance, it became a rationale for ignoring rules and norms. The Apple incident is a perfect illustration: an Uber “builder” found a way to solve a technical problem (fraud) but in doing so blatantly violated the platform rules they depended on. It took Apple’s outside authority to rein Uber in – showing that Uber’s internal governance wasn’t pumping the brakes.

This section reflects a larger Silicon Valley issue: tech exceptionalism. Uber’s team believed they had to break rules to achieve great innovation – that normal rules (whether Apple’s or government’s) didn’t fully apply to them because they were building the future. This attitude can foster rapid progress, but it can also justify wrongdoings. Importantly, by highlighting these practices, Isaac’s book invites readers to question the ethics of Silicon Valley’s “hacker culture.” At what point does clever engineering cross into deceit? Is it okay for a ride-hail company to spy on regulators or fingerprint phones because it’s trying to “build things”? These are ethical lines that Uber’s culture regularly blurred.

From a business perspective, one could argue Uber’s internal culture was effective until it wasn’t. It built a $70 billion company in a few short years, toppling taxi monopolies worldwide – clearly the builders were building something remarkable. But that same culture sowed the seeds of Uber’s implosion, as later chapters will show, when unchecked aggression led to scandals. In short, Uber was an engine of innovation running hot, with few safety valves. It’s exhilarating but also a bit like watching a high-performance car that’s starting to skid out of control.

Chapter 7: The Tallest Man in Venture Capital

Bill Gurley, the renowned venture capitalist from Benchmark Capital, is often described as one of the most influential investors of his generation. He’s literally tall (6 feet 9 inches), hence the chapter’s title, and figuratively a towering figure in Uber’s story. The book profiles Gurley and his relationship with Uber and Travis Kalanick – a relationship that begins as a mentorship and ends in high-stakes betrayal (or salvation, depending on perspective).

Gurley discovered Uber in its infancy and was instantly intrigued. A veteran VC with a sharp analytical mind, he had long championed “marketplace” businesses – companies that don’t make products themselves but create platforms connecting sellers and buyers. Uber fit that model perfectly: it didn’t own cars or hire drivers as employees; it built a marketplace for rides. Gurley saw in Uber the potential to reshape urban transportation globally – essentially, a chance to invest in “the Google of the transportation world”. In 2011, Gurley led Uber’s Series A funding, reportedly around $11 million, giving Benchmark a significant stake and him a seat on Uber’s board of directors. From that point, Gurley became Travis Kalanick’s key advisor and early champion.

Early on, Gurley and Kalanick had a strong rapport. Gurley appreciated Kalanick’s grit and vision, and Travis respected Gurley’s experience. Gurley was known for his blog and outspoken views on tech trends – he was a thought leader who could bolster Uber’s credibility. Under Gurley’s watch, Uber grew exponentially, raising bigger and bigger funding rounds (Benchmark reinvested along the way). Gurley often defended Uber in the press and within Benchmark as it took on controversies, truly believing in the company’s long-term value.

However, as Uber’s valuation soared into the tens of billions and Kalanick’s power and ego grew in tandem, cracks formed. Gurley, though pro-growth, was also a proponent of sustainable business and good governance. By 2015-2016, he grew increasingly concerned about Uber’s culture and Travis’s judgment. Scandals like the journalist-digging episode by Emil Michael, the toxic bro culture murmurs, the sky-high spending to fight Lyft and expand overseas – these worried Gurley. He began to question whether Travis could mature enough to run a company of Uber’s scale.

Financially, Gurley was alarmed by Uber’s losses – particularly the huge cash burn in China where Uber was losing a billion dollars a year in a fare war with rival Didi. He pushed Travis to hire a chief financial officer (CFO) – a typical move for a company preparing to go public and wanting fiscal discipline. Travis resisted, not wanting a watchdog over his spending. Tensions rose. Gurley started to suspect that Travis’s “champion’s mindset” (that relentless drive to win every battle) might end up killing the company or at least his investment returns.

The story recounts some boardroom drama. For instance, it’s known that Bill Gurley had private talks with Travis where he urged him to dial back and consider changes, only to be rebuffed. At one point, Gurley wrote a cautionary blog post about burn rates and young CEOs making big mistakes, which many interpreted as a subtweet aimed at Kalanick. By early 2017, as Uber’s crises piled up, Gurley found himself in an uncomfortable position: deeply invested (financially and emotionally) in Uber’s success, yet losing faith in its leader.

This section provides the perspective of the grown-up in the room. Bill Gurley represents the Silicon Valley investor archetype that both idolizes and scrutinizes founders. Initially, Gurley was like a coach encouraging Travis’s aggressive playstyle. Uber’s success validated Gurley’s philosophy that massive markets + fearless founders = huge returns. But as things went awry, Gurley had to confront the dark side of that philosophy. This part of the story reflects on the balance of power between founders and investors in modern startups. Over the 2010s, there was a trend of “founder-friendly” investment – VCs giving founders more leeway and control under the belief that visionary founders are the key to success (inspired by stories like Steve Jobs, Mark Zuckerberg, etc.). Uber was the epitome of founder-friendly gone too far: Kalanick had nearly unassailable control, and that insulated him from criticism or calls to change.

For a general audience, Gurley’s story introduces the idea that even the people funding Uber had ethical and strategic worries. It wasn’t just “outsiders” who saw Uber’s faults – insiders did too. Gurley in Uber's journey highlights that VCs can become enablers of bad behavior if they don’t speak up – after all, they poured money into Uber even as controversies grew. But it also shows a breaking point: when investors finally say “enough.” In real terms, they worried Uber’s long-term value would be destroyed if changes weren’t made. It became a rare instance of VCs removing a founder-CEO at a high-profile startup, which sent shockwaves through Silicon Valley. This section, by illustrating the mentor-mentee relationship between Gurley and Kalanick turning into a tense showdown, sets the stage for that reckoning. It underscores a lesson: when growth is king, governance often suffers, but ultimately someone has to be accountable when a company is “super-pumping” itself toward a cliff.

Chapter 8: Pas de Deux

“Pas de Deux” – French for “a dance of two” – aptly describes the intricate and intense rivalry between Uber and Lyft. The book dives into how these two ride-hailing companies engaged in a fierce competitive tango that would define each other’s strategies and fortunes. Uber was always the bigger player, but Lyft’s presence heavily influenced Uber’s behavior. The competition wasn’t just business; it was personal and cultural.

From the early 2010s, Lyft presented itself as the anti-Uber: friendly, quirky, and principled. Lyft drivers sported fuzzy pink mustache ornaments on their cars; passengers were encouraged to sit in the front seat and fist-bump drivers. Lyft talked up a “community” vibe. Uber, by contrast, was sleek, black-car professionalism at first (Uber’s original image was more luxury, whereas Lyft pioneered peer-to-peer rides in regular cars). But once Uber launched its UberX service to compete directly with Lyft’s cheaper rides, it was war.

The story recounts some of the cloak-and-dagger tactics Uber employed against Lyft. One notorious campaign, internally called “Operation SLOG”, involved Uber operatives ordering rides from Lyft and then trying to recruit those drivers over to Uber – or even ordering and canceling rides en masse to frustrate Lyft drivers. Uber also allegedly created dummy Lyft rider accounts to gather data on Lyft’s coverage and pricing. Essentially, Uber treated Lyft as an enemy to spy on and undermine. Lyft accused Uber of tens of thousands of fake ride requests; Uber countered that Lyft employees were doing similar things to them (both denied wrongdoing, but evidence later strongly showed Uber’s concerted efforts via SLOG and a program dubbed “Hell”, which we touched on earlier, that digitally tracked Lyft drivers).

The rivalry extended to culture and PR. Travis Kalanick took jabs at Lyft in public, at one point comparing their mustache logo to his manhood in a crude joke (underscoring Uber’s often fratty culture). Lyft co-founder John Zimmer would emphasize how Lyft cared about drivers and played by the rules, implying Uber did not. It was almost a good guy vs. bad guy narrative in media portrayals – though of course, both were aggressive startups at heart.

Because Uber and Lyft were mostly U.S.-focused in competition, this section might highlight specific battleground cities like San Francisco (their home turf), New York, or Los Angeles, where promotion wars went crazy. Riders in those days enjoyed heavy discounts and promotions as each company tried to lure them. Drivers played both sides – often driving for Uber and Lyft simultaneously to maximize income. Uber, obsessively competitive, even contemplated acquisitions; at times there were rumors Uber might try to buy Lyft to end the rivalry, but those talks (if any) never materialized.

The key characters here: Travis Kalanick and Emil Michael orchestrating Uber’s moves, versus John Zimmer and Logan Green, Lyft’s co-founders. It’s a clash of styles: Travis the brash bully, Logan and John the softer-spoken, principled types (at least in narrative). The book also mentions investors picking sides: e.g., Bill Gurley’s Benchmark initially invested in Uber, while another VC heavyweight, Peter Thiel’s Founders Fund, invested in Lyft and was reportedly livid about Uber’s dirty tricks.

This rivalry, which reads like a Silicon Valley soap opera, reveals two companies in the same business, each convinced they’re the rightful innovator, engaging in increasingly cutthroat antics. For the general reader, it’s an insight into how competition can push companies beyond ethical bounds. This isn’t unique to Uber; business rivalries can be fierce (think Coke vs. Pepsi), but here the intersection of tech and the real world made it particularly edgy. When Uber’s people were calling and cancelling Lyft rides, it wasn’t just numbers on a board – it meant real Lyft drivers lost time and money, and real riders couldn’t get a car. Uber’s internal justification for such tactics seemed to be, “we have to win, Lyft must lose” – a very zero-sum mentality.

Culturally, the Uber-Lyft fight also highlights an interesting aspect of Silicon Valley: founder feuds and mimetic competition. Uber saw Lyft’s innovations (peer-to-peer ride share with everyday cars) and copied them (UberX) – a common practice in tech, where features and ideas get cloned rapidly. Lyft saw Uber’s success with black cars and later its global playbook and tried to emulate some of that. They danced, each reacting to the other’s moves – hence “Pas de Deux.” In broader commentary, one could say this competition benefited consumers in the short term (cheaper rides, constant service improvements) but also fostered a “growth at any cost” mindset that contributed to Uber’s internal problems. The pressure to outperform Lyft quarter by quarter fueled Uber’s unsustainable subsidies and perhaps its willingness to cross lines (legally or morally).

Another implication: this section shows that Uber’s battle wasn’t only with external forces like regulators or tradition; it was also with a peer startup. Silicon Valley often has multiple players racing – and the one that emerges dominant reaps huge rewards (as Uber largely did, since Lyft remained much smaller globally). But that race can consume a company. Uber burning billions in subsidies to choke Lyft, or engaging in ethically gray sabotage, ultimately adds to the turmoil the book documents.

In sum, the account of the Uber-Lyft duel underscores a theme of unrestrained competition. It’s a real-world caution that even in a free-market success story, there are questions about how far is too far when trying to beat the other guy. By detailing Uber’s “win at all costs” maneuvers against Lyft, the book foreshadows the same mentality being turned inward, contributing to Uber’s internal crises later. It reflects the broader Silicon Valley startup ethos of “it’s not enough to win; others must fail”, a mindset that can drive innovation but also ignite toxic behavior.

Chapter 9: Champion’s Mindset

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Principles for Second 10 Years at Work

· 6 min read

Early career focuses on continuous learning, gaining specialized expertise, and building foundational leadership skills, while late career shifts toward creating strategic impact, mentoring the next generation, and leaving a meaningful legacy that shapes industries, communities, or personal networks.

1. Start with the customer

  • 1.1 Surface yourself to internal and external buyers and sellers through online and offline platforms
  • 1.2 Resonate with people, conduct customer interviews, and gather feedback regularly
  • 1.3 Empathize with customer pain points and act as a proxy for customers
  • 1.4 Predicting and producing what the customer loves is hard, but we can always invent and simplify our product to a better state
  • 1.5 Prioritize features and initiatives that provide the most customer value
  • 1.6 Measure success with customer satisfaction metrics (e.g., NPS, CSAT)

2. Sharpen your communication skills

  • 2.1 Be genuinely interested in people and actively wonder what they are doing/needing/feeling
  • 2.2 Practice and rehearse clear, concise writing and speaking until you're fully prepared for interviews
  • 2.3 Adapt your communication style to suit your audience
  • 2.4 Continuously seek feedback to refine your communication skills
  • 2.5 Leverage storytelling to make complex ideas more relatable and engaging
  • 2.6 Use examples, metaphors, and narratives to simplify and humanize technical or abstract concepts
  • 2.7 Apply communication frameworks like Thank/Reflect/Wish, PREP (Point/Reason/Example/Point), AIDA (Attention/Interest/Desire/Action), and STAR (Situation/Task/Action/Result)

3. Focus on high-leverage, prioritized activities

  • 3.1 Score and identify tasks with the most significant impact on key objectives
  • 3.2 Use frameworks like Eisenhower Matrix or OKRs to prioritize tasks
  • 3.3 Automate or delegate low-impact tasks
  • 3.4 Review priorities regularly to ensure alignment with goals
  • 3.5 Build flexibility into your schedule by leaving space for unplanned activities, and compensate for intense periods with planned downtime

4. Accelerate learning through high-value channels, execution, and accumulation

  • 4.1 Learn by doing, sharing, and documenting: Take on new projects, challenges, and record key lessons
  • 4.2 Seek feedback from peers and mentors after each task, and incorporate it into a personal knowledge base
  • 4.3 Engage in inter-person communication to uncover hidden, tacit knowledge that is often only discovered through direct interaction
  • 4.4 Embrace failure as part of the learning process, fail fast, and capture insights to avoid repeating mistakes
  • 4.5 Iterate and adapt: Build on past successes and failures while questioning assumptions, as what worked before may not hold true today

5. Ask high-value questions

  • 5.1 Challenge assumptions and conventional wisdom with first principles
  • 5.2 Guide strategic decisions by focusing on questions that reveal hidden insights and drive long-term impact
  • 5.3 Search for who is asking what questions globally to identify the most important questions
  • 5.4 Answers are cheap in the age of LLMs. Prioritize asking the right questions

6. Strategic thinking: from small wins to big wins

  • 6.1 Understand the history, status quo, and predict the future with long-term vision
  • 6.2 Break down large goals into smaller, actionable tasks
  • 6.3 Do not shoot for a moving target – maintain focus on clear, stable goals
  • 6.4 Collect data and establish benchmarks to evaluate success
  • 6.5 Identify areas where short-term wins can unlock long-term success
  • 6.6 Celebrate quick wins while keeping an eye on long-term goals
  • 6.7 Regularly review progress and adjust strategies as needed
  • 6.8 Avoid analysis paralysis with a deadline

7. Build allies

  • 7.1 Network widely to broaden your influence
  • 7.2 Help others succeed to build trust and reciprocity
  • 7.3 Collaborate across teams to expand your impact
  • 7.4 Stay in touch and offer support consistently
  • 7.5 Build trust through personal, in-person connections
  • 7.6 Exchange value in every interaction
  • 7.7 Stay active in key professional circles
  • 7.8 Nurture relationships for long-term mutual benefit

8. Stay resilient, optimistic, and pragmatic

  • 8.1 Focus on identifying the right problem and finding effective solutions when challenges arise
  • 8.2 Maintain a positive mindset, especially during setbacks (Reframing, expressing gratitude, etc.)
  • 8.3 Balance optimism with a realistic view of the situation by synthesizing

9. Influence without authority

  • 9.1 Build credibility by demonstrating expertise and delivering results
  • 9.2 Persuade through data and clear reasoning
  • 9.3 Leverage relationships to gain support for your ideas
  • 9.4 Be collaborative, listen to others, and align their goals with yours

10. Be assertive and open-minded

  • 10.1 Speak up confidently in meetings and discussions
  • 10.2 Seek feedback and adjust your approach if needed
  • 10.3 Advocate for your ideas but be willing to change if presented with better information
  • 10.4 Actively listen to others by mirroring, mentalizing, and showing genuine care
  • 10.5 Recognize the role of emotions in interactions and continuously improve your emotional intelligence (EQ)

11. Compete with focus and advantages

  • 11.1 Build a strategy based on specific market needs or niches you can dominate
  • 11.2 Identify and leverage your unique advantages (skills, location, resources)
  • 11.3 Focus on areas where you can outperform others with specialized knowledge or capabilities
  • 11.4 Anticipate future trends and invest in building advantages ahead of time
  • 11.5 Stay focused on your strengths and avoid unnecessary distractions
  • 11.6 Realize people can be both allies and competitors at the same time

12. Mentor and grow others

  • 12.1 Share your knowledge and expertise to help others succeed
  • 12.2 Offer guidance and feedback to team members regularly
  • 12.3 Create opportunities for others to take on new challenges
  • 12.4 Foster a culture of learning and development in your teams
  • 12.5 Leverage media and public platforms to inspire and educate others at scale

13. Stay approachable and flexible

  • 13.1 Remain accessible and responsive to buyers and customers at all times
  • 13.2 Be open to feedback and discussions with colleagues, buyers, and customers at all levels
  • 13.3 Maintain a friendly, open demeanor that encourages collaboration
  • 13.4 Adapt to changing situations without becoming rigid in your approach
  • 13.5 Stay calm and open-minded when unexpected challenges arise
  • 13.6 Be proactive so that the schedule is more favorable to the initiator

14. Lean in but avoid burnout

  • 14.1 Take initiative, but know your limits and learn to manage expectations
  • 14.2 Set boundaries to protect your personal time
  • 14.3 Regularly evaluate your workload, delegate where possible, and schedule regular downtime

15. Physical and mental well-being fuel everything else

  • 15.1 Make a checklist to monitor personal status regularly
  • 15.2 Maintain a regular exercise routine for MIIT, HIIT, Strength, and Flexibility exercises
  • 15.3 Prioritize sleep and proper nutrition
  • 15.4 Practice mindfulness or meditation to manage stress
  • 15.5 Take regular breaks to recharge, both mentally and physically
  • 15.6 Create Spaces People Love
  • 15.7 Learn to navigate your brain willfully through Relaxed, Focused, and Overheated states, and avoid Overheated states

16. Be creative and stand out

  • 16.1 Seek inspiration from different fields and industries
  • 16.2 Challenge assumptions and ask "what if" questions
  • 16.3 Experiment with different methods and technologies
  • 16.4 Cultivate taste and curiosity in arts, science, and engineering
  • 16.5 Develop a spirit of entertainment to engage, delight, and inspire creativity in yourself and others.

The Art of Empathy

· 11 min read

Recognition is Humanity's Primary Pursuit

The "still-face experiment" is a psychological experiment in which a caregiver (usually a mother) and her infant engage in normal face-to-face interactions, such as smiling, talking, and making eye contact. Then, the caregiver suddenly changes her behavior, maintaining a still, expressionless face (the "still-face"), and stops responding to the infant's actions. This change typically leads to noticeable stress responses in the infant, such as anxiety, agitation, or crying. After a period, when the caregiver resumes normal interaction, the infant usually gradually returns to the behavior exhibited at the beginning of the experiment.

Infants who are long neglected by their caregivers may develop a crisis of existence, which can cause lasting emotional and psychological harm.

Cold Family Relationships Build Emotional Walls

The quality of relationships determines the quality of life, and childhood relationships can have a lasting impact on one's quality of life.

Children coping with a harsh upbringing may unconsciously develop these four defense mechanisms:

  1. Avoidance: This is a defense mechanism born out of fear. Individuals choose to minimize emotions and relationships due to the harm caused by emotional and interpersonal connections. Such individuals feel most comfortable in superficial exchanges, tend to over-rationalize life, escape into work, strive for self-sufficiency, and pretend they have no needs. They often lack close relationships in childhood and hold low expectations for future interpersonal connections. These individuals may constantly be on the move, unwilling to settle down or be tied down; sometimes they may be overly proactive to avoid showing vulnerability; they manage to make themselves the strong ones others depend on but never seek help from others.
  2. Deprivation: Some children grow up around self-centered adults whose needs are ignored. Such children naturally learn the lesson that "my needs will not be met," which can easily transform into "I do not deserve to have." Those troubled by a deprivation model may feel worthless even after achieving remarkable success. They often carry the belief that there is some defect deep within them that, if known by others, would cause them to be abandoned. When treated poorly, they tend to blame themselves.
  3. Overreactivity: Children who grow up in dangerous environments often have an overactive threat detection system deep within their nervous systems. Such individuals interpret ambiguous situations as threats and perceive neutral faces as angry ones. They are trapped in an overactive mental theater, feeling that the world is full of danger. They overreact to situations without understanding why they do so.
  4. Passive Aggression: Passive aggression is an indirect expression of anger. It is a way for someone who fears conflict and struggles to handle negative emotions to avoid direct communication. Such individuals may grow up in a family where anger is frightening, emotions are unresolved, or love is conditional, learning that direct communication leads to withdrawal of love. Thus, passive aggression becomes a form of emotional manipulation, a subtle power game to extract guilt and love. For example, a husband with passive-aggressive tendencies might encourage his wife to go out with friends for the weekend, seeing himself as a selfless martyr, but becomes angry with her days before the outing and throughout the weekend. He will use various withdrawal and self-pitying behaviors to make her feel like a selfish person while portraying himself as the innocent victim.

The Dual Nature of Defense Mechanisms

These defense mechanisms do not always have negative impacts; they can be a form of overcompensation that leads individuals to extremes, and those who go to extremes may find it easier to achieve worldly success—many successful politicians, for instance, learn from childhood that life is a battle against injustice. Darkness gives them status, power, self-esteem, and resilience.

However, these benefits do not mask the problems caused by these defense mechanisms:

  1. Irrational hostility. They may believe that "all criticism and opponents are not only wrong but also evil."
  2. Individuals can be ensnared by their mechanisms. They may find themselves unable to control irrational actions.
  3. Old mechanisms become outdated. Old habits cannot adapt to the new era (conceptual blindness), such as fighting a modern war with the mindset of cold weapon warfare from World War I, leading to heavy casualties.

Repairing Issues? Communication is More Effective than Introspection

For various reasons, trying to repair the defense mechanisms stemming from a dark childhood through self-reflection often yields poor results. Communication with an external perspective is a more effective choice.

This is where empathy shines. Empathy is crucial at every stage of "knowing a person," and it is especially necessary when accompanying someone through trauma.

Empathy Sounds Easy but is Hard to Practice

If empathy is merely "I feel for you," it indeed sounds easy. However, empathy is a combination of a series of social and emotional skills. Some people are naturally good at these skills, but everyone can improve through practice.

Empathy involves at least three related skills:

  1. Mirroring
  2. Mentalizing
  3. Caring

Mirroring Emotions

People experience emotions in every moment of wakefulness through interactions with the external world. These emotions can be pronounced or subtle. The generation of emotions begins with sensations from every part of the body, transmitted through nerves to the brain, where they are monitored and recognized.

Historically, emotions were once considered a bad thing. For thousands of years, philosophers believed that reason was separate from emotion—reason was the cold, prudent driver, while emotion was the uncontrollable wild horse. This understanding is flawed.

In reality, emotions carry information. When not out of control, emotions are flexible mental abilities that help you navigate life. Emotions assign value to things: they tell you what you want and what you do not want. You pursue out of love and distance yourself out of disdain. Emotions help you adapt to different situations: when you find yourself in a threatening situation, you feel anxious, prompting you to quickly seek danger. Emotions also inform you whether you are moving toward your goals or away from them.

Thus, to understand a person, we should not only understand what they are thinking but also how they feel. These feelings are reflected in the other person's face, eyes, demeanor, and other parts of their body.

Masters of emotional mirroring can quickly experience the emotions of the person in front of them and can rapidly reproduce those emotions in their own bodies. Those skilled in emotional mirroring respond to smiles with smiles, yawns with yawns, and frowns with frowns. They unconsciously adjust their breathing patterns, heart rates, speaking speeds, postures, gestures, and even vocabulary levels to align with the other person. They do this because a good way to understand what another person feels in their body is to experience that emotion in your own body to some extent. Those who have received Botox injections and cannot frown may find it more difficult to perceive others' concerns because they cannot physically reproduce that emotion.

Masters of emotional mirroring have higher emotional granularity, allowing them to finely distinguish different emotional states and experience the world more precisely. They can accurately classify similar emotions: for example, anger, frustration, stress, anxiety, worry, and agitation.

Masters of emotional mirroring build a broad emotional vocabulary through reading literature, listening to music, and reflecting on relationships, enabling them to draw upon it skillfully in life, much like a painter having a wider palette of colors.

Mentalizing Emotions

Most primates can more or less mirror each other's emotions, but only humans can explain why the other person is experiencing their current emotions. This is also known as "projective empathy." When we connect our own memories with another person's current situation, we see more than just "this woman is crying"; we see "a woman who has suffered professional setbacks and public humiliation."

More advanced mentalizing helps us recognize the complexity of emotional states—people can experience multiple emotions simultaneously, and this complexity allows us to detach from empathy and make judgments.

Caring for Emotions

Many con artists are skilled at interpreting people's emotions, but we wouldn't say they are empathetic because they do not genuinely care for others. A child might see you crying and hand you a Band-Aid, but they cannot mentalize that you are crying because you had a tough day, nor can they know what you truly need at that moment.

Effective caring involves stepping outside of one's own experience and realizing that what you need in the same situation may be completely different from what I need. This is challenging; the world is full of "good people," but there are far fewer "effectively kind people." For instance, while some may need alcohol to cope with anxiety, others may need a hug.

Using the skill of caring for emotions, when you receive a gift from someone, write a thank-you note that focuses not on how you will use the gift but on the giver's intentions—what drove you to think this gift was suitable for me, and what you were thinking.

Similarly, cancer patients prefer "those who hug you, praise you, but do not make you feel like you are attending a funeral. Those who give you gifts unrelated to cancer. Those who just want to make you happy, rather than trying to fix you, reminding you that this is just another beautiful day with many interesting things to do."

Levels of Empathy

People with low empathy may think:

  • I find it difficult to know what to do in social situations.
  • If I am late to meet a friend, it usually does not bother me too much.
  • People often tell me that I overdo it when I am making a point in discussions.

People with high empathy may think:

  • Even if it does not involve me, interpersonal conflict is a physical pain for me.
  • I often unconsciously mimic the gestures, accents, and body language of others.
  • When I make a social mistake, I feel extremely uncomfortable.

In any field, truly creative thinking is simply this: a naturally exceptionally sensitive human being. For them, a touch is a blow, a sound is noise, a misfortune is a tragedy, a hint of joy is ecstasy, a friend is a lover, a lover is a god, and failure is death. Add to this fragile being a strong necessity for creation, constantly creating, creating, creating... Due to some strange, unknown inner urgency, they only truly live when they create.

-- Pearl S. Buck

High empathy sounds exhausting, but isn't it also moving? :)

How to Train Yourself to Increase Empathy?

  1. Contact Theory: Organize a group of people to do things together to build bonds and promote mutual understanding. A community is a group of people with shared projects.

  2. Observation and Performance: When people closely observe those around them, they become more empathetic. Actors are particularly good at observing and mimicking people; if you want your child to be more empathetic, encourage them to take drama classes at school.

  3. Literature: Plot-driven books like thrillers and detective stories are less effective; what works are complex, character-driven novels like "Beloved" or "Macbeth."

  4. Discovering and Labeling Emotions: Occasionally pause to use Marc Brackett's mood map and the RULER (Recognize, Understand, Label, Express, and Regulate their emotions) method to identify, understand, label, express, and regulate emotions. Teams led by emotionally intelligent bosses report feeling inspired 75% of the time, while teams with lower emotional intelligence report only 25%.

  5. Experiencing Suffering. Many truly empathetic people have experienced suffering but have not been crushed by it; they do not develop excessive defense mechanisms but instead expose their vulnerabilities to life and speak openly like heroes.

Conclusion

In summary, emotions are embodied, and empathy is not an intellectual activity but training your body to respond in an open and interactive way. The "rational brain" cannot persuade the "emotional body" to escape its own reality; thus, the body must personally experience different realities. Those with empathy can provide this physical presence.

Perception influences emotion, and emotion also affects perception. For example, when feeling afraid, our ears focus on high and low frequencies—the frequencies of screams or roars—rather than the medium frequencies of normal human speech. Anxiety narrows our attention and reduces our peripheral vision; happiness expands our peripheral vision.

Those who feel safe due to the reliability and empathy of others see the world as a broader, more open, and happier place.

And suffering is the badge of honor for practitioners of empathy. Playwright Thornton Wilder once described such a person's remarkable presence in the world: "Without your wounds, where would your power be? It is your regrets that make your low voice tremble into people's hearts. Even angels cannot persuade those suffering and clumsy children on earth, but those crushed by the wheels of life can. Only wounded soldiers can serve love."

Definition of Technology Leadership

· 3 min read

The Problem

We, engineers, often boast about leadership without a clear definition of what we are saying. We boast with authority - X years of experience, intimidating titles from prestigious companies, and quotes from big names. We boast with emotions - close friends achieving financial freedom, leaders making a huge impact, and how exciting business is taking off. We boast with logic - the team should be united, we are a team, and then we should be united.

It is OK if boasting is a personal matter. However, unfortunately, flattery lives in the nature of hierarchical corporate life, especially for those from East Asia. Meanwhile, people in the United States tend to say good things to each other so that both parties can feel better. Praises are literally everywhere.

As a result, leadership is like teenage sex: everyone talks about it, nobody really knows how to do it, everyone thinks everyone else is doing it, so everyone claims they are doing it.

The Definition

Here are the definitions to distill the clarity from those chaotic ramblings of the mass.

What is leadership?

Leadership is organizing people to solve challenging problems.

What does it really mean?

  1. Leadership is people-centered. We should solve problems for the people, by the people, and of the people.
  2. Problems should be challenging. Those problems could be personal, regional, or world-class. However, if they are not challenging enough to the protagonist, requiring it to break through the status quo and brining shiny changes to itself or to the environment, we will not admire such person and say it is a leader.
  3. Leadership without execution sums up everything to zero. It is not a capability but a trophy. We either have achieved it or not.

What is technology?

Technology is a scientific way of solving problems.

What does it really mean?

  1. Technology applies science. It organizes knowledge based on facts, and with testability and predictability. For example, introduce tests to programming, and then programming becomes more scientific than just an art.
  2. Technology takes pragmatism. Technology serves a purpose - solving problems for people. Designer does not equal to artist. Engineer does not equal to programmer.
  3. Technology itself creates value by transforming low-value input to high-value output.

What is innovation?

Innovation is creating something new.

What does it really mean?

  1. The market is efficient, and the competition is everywhere. You are not alone with technologies. There is no reason that a powerful technology belongs only to you. Technology is not an economic moat, and we could hardly rely on a single technology that is losing comparative advantages over time.
  2. People won't buy things to replace what they already own that solve their problems well.
  3. Innovation bears costs and risks. Try more and befriend failures.

Well, what is technology leadership?

Technology leadership is organizing people to solve challenging problems with technologies, usually through innovations.

Technology Leadership Radar

· 2 min read

How to evaluate the performance of a technology leader? Each company or individual has its own answer with engineering rubrics. And those rubrics usually focus on a specific role - IC (Software Engineer, Product Manager, Designer) or Engineering Manager. Is there a grand unified framework to evaluate the potential business impact that a technology leader could make? Here are the requirements:

  1. full coverage
  2. actionable
  3. referenceable to building a formidable team

Answers from myself and my Friends

  • Decisiveness: strategy, tactics, and making fact-based decisions faster. Play progressively from small wins to more significant wins for the individuals and organizations. Gathering information, diagnosing to gain insights, making guiding policies, and taking coherent actions. Differentiating facts from opinions and making sure that options are believability-weighted. Exploring innovations in the entire process, and innovation means making changes to do things 10x better. Making initial decisions fast within the time window, reflecting on results, and then iterating through the hierarchy of lifetime/years/quarters/weeks.

  • Execution Engine: Building the system to deliver more and then in higher quality, instead of being proud of a few deliverables. Attention to detail. Nudging the cross-functional teams to your unique vision. Balancing speed, quality, and scope according to the customer’s requirements.

  • Domain Expertise: pursuing un-teachable special know-how. been there/done that. The market rewards uniqueness.

  • Product-sense: developing the intuition on what a great product is. Perceiving the market and industry with data. Building and operating the product with proper processes. Synthesize with other elements in the big picture. Invent and simplify. Plan and manage change. Customer-obsession.

  • People and Culture: Work with others: shaping the world together with people. Lead by example. Teamwork. Making people happy and then productive. Sort people and projects often / be professionally judgemental. Incentivize people with intrinsic and then extrinsic motivations. Orgnization = People + Culture. Being both capable and warm. Telling a story that inspires your own passion first. Empowering people to achieve more. Self-driven. Listen to people and inspire people to share. hiring and coaching team. humility, low ego. best idea wins. growth mindset.

  • Synergy & Resourcefulness: aligning or connecting resources. 1 + 1 > 2. optimizing the web of customers, distribution channels, products, people, technology, and capitals. playing the reputation game in a long term. turning more people into stake owners and aligning to shared goals.

Four Steps to Rational Decision-Making

· 3 min read

Ordinary people have few opportunities to make decisions in life and work, and it is also difficult to practice and improve their decision-making skills. Most people's decisions rely on intuition, while rational decisions depend on processes. The book "Decisive" proposes a four-step process for rational decision-making — to increase the probability of making the best decision, we need to 1. broaden options, 2. test assumptions with facts, 3. step outside ourselves to see ourselves, and 4. prepare for wrong decisions.

1. Broaden Options

People mistakenly think that making a choice is as simple as answering multiple-choice questions on an exam, selecting one from three or five options. However, the world is vast, and options are not limited to just a few. For example, an advertising design company may develop multiple design proposals simultaneously and combine useful elements into the final design outcome after each round of feedback. This not only increases work efficiency but also saves time costs in decision-making. Additionally, one can refer to the base rates of others' choices in similar situations. Sam Walton, the founder of Walmart, closely monitored competitors throughout his career to adjust decisions in a timely manner. As decision-makers, we should find the best solutions by creating more options and referencing others' choices.

2. Test Assumptions with Facts

If practice is the only criterion for testing truth, then conducting experiments before making final decisions can relatively accurately estimate whether an idea will work. Many companies have evolved from hiring employees solely through interviews to requiring them to go through short trial periods, precisely to avoid the limitations of interviews and increase decision accuracy. A friend of mine tried staying overnight in a house before buying it and discovered that he could hear the train's horn, thus avoiding a significant mistake at a low cost.

3. Step Outside Ourselves to See Ourselves

When decision-makers become too immersed in their own viewpoints, they often overlook external perspectives. Therefore, to assess the potential outcomes of a decision, one should investigate the objective circumstances underlying the decision. Consider evaluating options from a broader temporal and spatial perspective, such as Andy Grove pretending to be the new CEO entering through the front door and cutting the memory chip business; Kai-Fu Lee hypothesizing that tomorrow's headlines will report on his two choices — one being emotional but unjust, the other just but unfeeling, and then choosing to be just as a leader; Jeff Bezos imagining himself at 80 looking back, using the "regret minimization framework."

4. Prepare for Wrong Decisions

When considering the outcomes of decisions, you should contemplate both the best and worst-case scenarios to understand your position. If the situation approaches the worst outcome, you can respond in a timely manner. Additionally, you can establish signals that make you aware of your actions, thereby weakening the inertia of behavior and correcting decisions promptly. Notably, to increase the speed of decision-making, Bezos believes that decisions are inherently unequal and should never be treated equally — reversible decisions should use lightweight decision-making processes.

Lei Jun's High-Quality Cost Leadership Strategy

· 2 min read

Who Does Xiaomi Learn From

  • Tongrentang: Aiming for a century-old enterprise, Tongrentang is the best example. Its characteristic is high product quality, even though the prices are not cheap.
  • Walmart & Costco: Innovation in business models, lowering prices, with most products priced at less than half of similar existing products. A research and development system that hires a small number of the best talents, where one person is worth fifty. Eliminating traditional marketing and channel costs: removing market expenses from marketing, focusing solely on word-of-mouth marketing. Simplifying sales channels, focusing only on direct sales. Although the prices are low, the sales volume is extremely high.
  • Haidilao: What is word-of-mouth? Exceeding user expectations.

A business model of high quality, low price, and optimized efficiency can only be executed by those who have made money and are not short on cash. Affordable, high-quality smartphones are merely a means to acquire customers, drawing users into mobile internet platforms and e-commerce platforms (+ smart hardware).

Internet Thinking = Seven-Character Formula (Focus on Extreme Word-of-Mouth Fast) + Sense of Participation (Mass Line)

  • Focus on Extreme: Centering on smartphones, TVs, and routers, doing it oneself, serving as the entry point for the ecosystem, while other companies handle other products within the ecosystem.
  • Word-of-Mouth? Exceeding user expectations, even bringing the product into a friendship. This is the core of internet thinking.

De-Management

Pursuing super flat structures, where leaders understand all the details, enabling quick responses and decisions. Pursuing super flat structures, where leaders understand all the details, enabling quick responses and decisions.

Comments

Prerequisites

  • Platform-level products, making the platform affordable, allowing monetization through applications at the platform level.
  • Having top-tier talent and capital during the bootstrap phase.
  • Achieving likability in branding.

Wang Xing's Thinking and Execution Power at Meituan

· 6 min read

2017 - The Second Half of the Internet: Skyward, Grounded, Globalized

  • Skyward: True high technology, along with traditional ABC — AI, Big Data, Cloud
  • Grounded: Not just being grounded but going underground — merely connecting consumers is not enough; WeChat has already solved this problem; moreover, the barriers to connection are low, and you must delve into all aspects of the industry chain.
  • Globalized: Countries are not boundaries; more likely, they are sources, currencies, and cultural habits. For instance, the boundary for Toutiao is language. The competition between China and the U.S. spans five to ten years. Collaboration among enterprises is necessary. Software talent is scarce in Southeast Asia.

2014 - New Business in the Era of Connectivity

EntertainmentInformationCommunicationBusiness
WebBrowser games, Board gamesPortalsEmail, IM, VoIPQunar
SearchMP3 searchQunar
SocialZyngaTwitter, FBFBMeilishuo, Sesame Street
MobileMobile gamesToutiaoWeChatMeituan
IoT?Dropcam??

2012 - My Entrepreneurial Story

After graduating from Tsinghua University with an EE degree, I went to the University of Delaware for my PhD. My advisor was not particularly available, and I saw the wave of social media online. In 2004, I gave up my PhD to start a business and contacted two classmates to become partners. We pooled together 300,000 RMB, rented a three-bedroom apartment in Haifeng Garden on Xueqing Road, with each of us having a room and working in the living room. We developed many products.

In August 2004, we launched our first SNS, Duoduo You, and by August 2005, our daily user growth was in double or even single digits, requiring us to invite friends and classmates. The problem was: wanting to target everyone made promotion difficult, leading to low density. The lack of focus stemmed from inexperience; we didn’t know what was important and what wasn’t.

In August 2005, we changed our approach and made three new attempts, one of which launched on December 8, targeting college students, expanding from Tsinghua, Peking University, and Renmin University to other schools. We started with the student festival of the Tsinghua Electronics Department, subsidizing ticket sales, spending 3,000 RMB to acquire about 5,000 users, with a customer acquisition cost of approximately 0.6 to 1 RMB per person. By the end of December, we were still wavering between this and another project. At this time, the team was still three people.

The difficulty of cloning lies in the feeling that you can differentiate yourself slightly; when your understanding of the product is not deep enough, you don’t know why it does what it does, nor do you know which differences are critical. ==Subtle differences can have significant implications.==

Competitors numbered in the dozens, with people in China and around the world cloning FB, such as 5Q, Zhanzuo, etc.

Why did the campus network succeed? Good luck (Tsinghua) and simplicity.

In 2006, we sold to Qianxiang Interactive for possibly 2 million due to financing issues.

  1. The investment letter's lock-in period was a pitfall; the other party signed but did not invest. I recommend checking out Venture Hacks and Founders at Work.
  2. I didn’t realize how big this could be; I only wanted to raise 1 million USD, but that was far from enough. I needed to meet people with sufficient insight.
  3. I probably didn’t meet enough VCs.

After the handover, in 2007, I started working on Hainai and Fanfou. There were several important reasons for leaving:

  1. External: In September 2006, FB launched the most significant revision in SNS history: Feed. The importance of Feed can be compared to the search box of search engines. This created new opportunities.
  2. Internal: ==Time is always scarcer than money==.

Building a company to a certain level can be achieved through individual or team effort, but to reach a top-tier level, like IBM, Microsoft, Google, or Facebook, requires the enhancement of the entire society and comprehensive national strength. Not everyone can achieve that well, partly due to Tencent.

Tencent's dominance, with QQ and QZone, restricted the development of other mainstays. Some businesses belong to the mainstay, while others are branches; the mainstay provides nutrients to the branches, but mainstays can compete for nutrients with each other.

In July 2009, regulatory issues arose, leading to the shutdown of a batch of Weibo accounts. At this point, waiting indefinitely was not an option; the deadline was six months, after which we had to move on.

In January 2010, we launched Meituan, completing it in 20 days, and it was the earliest to go live. Speed was crucial; LinkedIn founder Reid Hoffman once said that if a product version doesn’t embarrass you, it’s because you launched it too late. Additionally, you need to clearly understand the scale of the problem you are solving.

Let’s talk specifics about the market.

Great products can only emerge when there is a massive market and demand. User numbers:

  • Billion-level: FB, Google
  • Hundred-million-level: BAT, future Meituan
  • Ten-million-level: Meituan in 2012

Generally, entrepreneurship either solves a new problem or uses new methods to solve an old problem. If you view market demand abstractly enough, there are only a few types of problems in the world, and many things can be done repeatedly. Marc Andreessen believes that we consider the things we are willing to do or invest in, and if they fail, we try again in three years, six years, or nine years. For example, cash flow and payments are old problems: PayPal in 2009, Square in 2012. Other examples include gaming, information retrieval, and business transactions.

Churchill said: The further back you can see into the past, the further forward you can see into the future. History and futurism are crucial.

Taking Wang Xing's historical perspective as an example: social networking and group buying both belong to the internet, which belongs to IT, and IT encompasses many other things. For instance, three of China's Four Great Inventions are IT-related. What can you do with IT? Generation, transmission, storage, processing, and display of information. For example, in transmission, current fiber optics and mobile communications have established the underlying communication, and now we can only work on upper-layer SNS. From a long-term perspective, IoT is reliable; it’s just a matter of time.

Specifically regarding Meituan's position: E-commerce can be categorized into product e-commerce and service e-commerce. Digitalization is unstoppable, but specific services cannot be replaced by digital means. Meituan is service e-commerce.

Regarding the number of competitors: marathon runners aiming for gold medals do not concern themselves with how many people are competing.

5 Rules for Leading a Navy SEAL Team

· 3 min read

Imagine that you were a commander in one of the most violent battlefields in Iraq, and your decisions often had a significant impact on others’ lives. How would you lead? In the book Extreme Ownership, the authors, also former Navy SEAL task unit leaders, share their experience and insights of the success of Navy SEAL units, providing useful references for any organization that wants to succeed.

Take responsibility for failures

Jocko Willink, one of the authors, held all the responsibility for an accident where a soldier lost his life in friendly fire. By doing this, he managed to keep his job because his superiors knew good leaders take responsibility for mistakes and actively look for ways to improve. If the leader makes an excuse to pass the buck, his subordinates will then do the same.

Understand the importance of your mission

On the battlefield, when Willink was told that his elite team would be fighting side-by-side with the newly created Iraqi army, he doubted the capacity and loyalty of the Iraqi army as well as the correctness of the command. But later, he gradually realized this action could help the US forces to withdraw from Iraq. Then Willink passed his conviction onto his team, and then they finally accomplished the mission successfully.

Leaders should fully understand the importance of every mission and make sure every member is on the same page before carrying it out. If you consider the order received as questionable, think twice before speaking out against the plan. You may also try to seek explanations from your superiors.

Cooperate with your allies

“Cover and move” is one of the most fundamental Navy SEAL tactics, which indicates sometimes you need to cooperate with your allies. Leif Babin, the other author, failed to employ this tactic and put his team in extreme danger, which could have been avoided. Leaders should keep an eye on other teams that could provide strategic support instead of competing with them.

Stay effective by setting priorities

In Ramadi, Babin’s team was deep in enemy territory without backup. One team member was wounded and exposed. There was a bomb at the exit. Attention was required for a few problems at the same time. Babin calmly assessed the scenario, sorted out the top three priorities, and managed to escape from the dangerous situation.

In the battlefield where complicated situations often occur, leaders have to stay calm and find the optimal solution. That’s why “prioritize and execute” is thought as a useful principle. It is essential for leaders to decide on the top priority and then focus on it. After the problem is solved, you can move to the next priority and take action.

Identify and mitigate risks in advance

Before an operation to rescue an Iraqi hostage, Babin fully considered the potential target around the hostage, including explosives and guns, and moved forward as planned, mitigating all the risks.

Creating a comprehensive plan helps to identify and mitigate risks in advance and improve the possibility of success. Besides, leaders should keep members informed of these contingency plans. Concentrate on the risks that can be controlled and be aware that there are always some risks that can not be mitigated.

Five Management Principles of Leading Navy SEALs

· 3 min read

Imagine you are on the most dangerous battlefield in Iraq, as a commander making decisions that affect the lives of soldiers. How would you lead your team? In the book "Extreme Ownership," the authors, who served as task force commanders in the Navy SEALs, share their observations and experiences on the battlefield to provide insights for other teams striving for success.

Dare to Take Responsibility for Failures

One of the authors, Jocko Willink, took full responsibility after a major incident involving friendly fire that resulted in soldier casualties, yet he was able to keep his job. This was because his superior understood a key principle: great leaders never shirk responsibility. Instead, they actively seek criticism and meticulously document ways to improve. If leaders avoid responsibility, their subordinates will follow suit.

Understand the Importance of the Mission

On the battlefield, when Willink was informed by his commander that his elite unit would be working alongside the newly formed Iraqi army, he privately questioned the army's capability and loyalty, as well as the correctness of the orders. However, he gradually realized that this move would facilitate the smooth withdrawal of U.S. forces from Iraq. He then communicated the mission and its purpose to his troops, ultimately accomplishing the task successfully.

Leaders should fully understand the significance of each action and communicate it to all team members before executing the mission. When there are doubts about the orders received, it is wise to pause and think carefully rather than hastily spreading concerns. Alternatively, you can seek clarification from superiors.

Actively Collaborate with Allies

“Cover and move” is one of the most fundamental strategies of the Navy SEALs, meaning that sometimes you need to seek collaboration with allies. The book's other author, Leif Babin, once placed his team in an avoidable extreme situation by failing to use this strategy. Leaders need to look at the bigger picture and seek strategic support from other teams within the organization rather than constantly opposing them.

Clarify Priorities to Improve Efficiency

On the battlefield in Ramadi, Babin faced a situation where his team was deep inside enemy territory, with no backup, and one team member was injured and exposed, while bombs were placed at the exit. However, after clearly identifying and addressing the three main priorities—ensuring safety, approaching the injured, and counting personnel—he was ultimately able to lead the team out of danger successfully.

The battlefield is often complex, and leaders must remain calm and seek the best solutions. Therefore, the principle of “prioritize and execute” is crucial. Leaders should first identify the highest priority tasks and focus on resolving them before shifting attention to the next priority.

Identify and Mitigate Risks in Advance

Before conducting a rescue mission, Babin thoroughly considered various scenarios, such as ambushes with explosives and armed guards, allowing him to act smoothly and successfully mitigate risks.

Developing a comprehensive plan helps to identify and reduce risks in advance, increasing the chances of success. Additionally, leaders should promptly inform team members of relevant contingency plans. While focusing on manageable risks, they must also be aware that some risks cannot be avoided.

Amazon's 2016 Letter to Shareholders: The 4 Foundations for Sustaining Growth in Large Companies

· 5 min read

Only Live "Day 1" = Without Growth, There is Death

The office building where Amazon CEO Jeff Bezos works is called "Day 1." Over the years, no matter which other building he moves to, he always brings this same name with him. Therefore, he has a lot of authority on this term.

Someone might ask, what is "Day 2"? Day 2 is stagnation, followed by irrelevance, then suffocating, painful decline, and finally, death.

This is why Bezos believes that every day should be Day 1; without growth, there is death. So how do we prevent "Day 2"? There are four foundations.

A True Obsession with Customers

There are countless business strategies, but why focus on "obsession with customers"? The benefits are numerous, with the biggest being: Customers are always dissatisfied, even when they say they are satisfied. Customers often don’t know what they truly want: they actually want something better. If you want to serve customers well, you must create products and services in their name. For example, the Prime service was not something customers asked Amazon for, but the results proved it was indeed what they wanted.

Maintaining "Day 1" requires patience; you need a lot of experimentation and to accept failure. Planting seeds and growing saplings takes time, but once you see what makes users happy, double down on it.

Resisting Proxies

As companies grow larger, we often tend to rely on proxies or intermediaries. This form of dependency can take many shapes and is very much "Day 2." Here are two examples:

  1. Relying on processes as proxies for results. Good processes serve you, allowing you to better serve customers. You must never serve the process. Why? When you serve the process, you only focus on doing the process correctly, regardless of the outcome. When failures occur, only inexperienced leaders say, "We followed the process," while seasoned leaders say, "We found an opportunity to improve the process." Constantly ask yourself, does the process own us, or do we own the process?

  2. Relying on market research and customer surveys as proxies for customers. When you invent and design products, relying on research can be dangerous; "satisfaction increased from 47% to 55%" is a vague statement that can be misleading.

    1. Good investors and designers deeply understand customers; they invest significant energy in developing intuition and study numerous fascinating anecdotes rather than average data from surveys. They exist to design.
    2. Bezos does not oppose public testing and surveys; they help you identify blind spots, but as a provider of products and services, you must prioritize your vision and unique value over customer feedback. Exceptional customer experiences begin with intuition, curiosity, playfulness, courage, and taste—qualities that user surveys cannot provide.

The trends of the world favor those who align with them and doom those who resist. These trends are not hard to identify, but strangely, large companies often struggle to embrace them. One such trend today is machine learning and artificial intelligence.

Over the past few decades, many tasks could be solved with precise rules and algorithms; next, with machine learning, we can tackle tasks that cannot be described by exact rules.

Much of what happens in machine learning occurs at the foundational level, out of sight, but you can at least call them very simply via APIs.

Fast Decision-Making

"Day 2" companies make high-quality decisions, but their decision-making speed is very slow. To maintain the energy and vitality of "Day 1," you must make "high-quality and high-speed" decisions. This is important not only because "speed" matters in the business world but also because having an atmosphere of "fast decision-making" is more enjoyable.

How can you achieve fast decision-making? Bezos does not have a complete answer, but here are some thoughts:

  1. Decisions are inherently unequal; never treat them all the same. Reversible decisions should use lightweight decision-making processes.

  2. Most decisions can be made when you have 70% of the information. Waiting until you have 90% may be too late. Also, in either case, you must quickly identify and address bad decisions. When you are highly responsive, making mistakes is cheap, while being slow is costly.

  3. Use a management style of "==I disagree, but I commit to executing well==." This saves a lot of time spent on disputes.

    1. When no one knows the outcome, ask, "I know we have a disagreement, but are you willing to take a gamble with me? I disagree, but I commit to executing well?" The answer you get is likely to be, "Sure."
    2. The party that disagrees does not commit out of indifference but from a genuine and sincere disagreement, allowing the other party to reconsider your "disagreement" while still acting quickly due to your commitment.
  4. Identify misalignments early and escalate them immediately. Sometimes, goals between teams conflict, and disputes at the same level cannot be resolved, wasting a lot of time and energy. In such cases, escalating will make decision-making faster and easier.

How to instantly appear clever when speaking

· 3 min read

The Greeks uses those persuasive tricks (schemes)

You are already familiar with many of the tricks:

  1. Analogy (my love is like a cherry)
  2. Oxymoron (pretty ugly)
  3. Rhetorical question (do I have to explain this one?)
  4. Hyperbole (the most amazingly great figure of all)
  5. Coyness (Dad gifts me a new iWatch ... but I say "oh, you shouldn’t have")
  6. Dialogue (teenagers are especially fond of this: Alice said what and then I sad what and then Charlie said what)
  7. Speak-round (“He Who Must Not Be Named”)

The secrets lie in figures of speech

Figures of speech - Making words presented differently by repetition, substitution, sound, and wordplay. Making words sound differently by skipping, swapping, etc.

  1. Repeated first word: use a lot of “and” to start the sentence while thinking what to say.

    1. e.g., And God said, let there be light: and there was light. 2., e.g. Political figures substitute “um” or “you know” with “and” when thinking what to say.
  2. Multiple yoking

    1. e.g., he gets it past two defenders, shoots … misses… shoots again… goal!
  3. Idiom

  4. Self-answering question

    1. e.g., “What do we want? Justice! When do we want it? Now!”
  5. Tropes: swapping

    1. Metaphor
    2. Irony
    3. Synecdoche: White House
    4. Metonymy

Twist a cliche

Win the intelligent audience by twisting the expression. For example, adding a surprising end. e.g.

  • Friend: it’s excellent book for killing time.
  • You: sure, if you like it better than dead.

The Yoda technique of switching

==The mighty ABBA sentences (chiasmus)==, e.g.

  1. Ask not what your country can do for you, ask what you can do for your country.
  2. Let’s not settle for swimming with the sharks. Let’s make the sharks want to swim with us.

Or even more, ==inserting a pun into a chiasmus.== e.g.

  • a birthday card for a friend who turns 40. Front: “what kind of party suits bob’s birthday?” Back with a photo of naked two-year-old bob: “the kind where he wears his birthday suit.”

How Churchill Got Rhythm?

Dialysis: Either... or... e.g., George W Bush: you’re either with us, or you’re with the terrorists.

Antithesis: Not... but... e.g., The success of our economy has always depended not just on the size of our gross domestic product, but on the reach of our prosperity.

Say yes and no at the same time

  • Edit yourself loud, which makes the narrative sound more fair and accurate. (Correction figure)
  • No-yes sentence. (Also dialysis)
    • e.g.
      • friend: he seems like a real straight shooter
      • you: straight, no. shooter, yes.
    • e.g.
      • lover: you seem a little put out with me this morning.
      • you: put out, no. furious, yes.

We are not unamused

  • litotes 緩叙法 *, e.g. OJ Simpson’s appearance at a horror comic book convention: I’m not doing this for my health.
  • climax *, e.g. A little neglect may breed great mischief…for want of a nail the shoe was lost; for want of a shoe the horse was lost; and for want of a horse the rider was lost.

For fun: Invent new words

Inventing new words is dangerous in high school or a government agency. However, it is impactful so we would better use it wisely.

examples of inventing

  1. Verging. Turn a noun into a verb or vice versa. (e.g., Google it!)
  2. *-like figure. (e.g., God-like!)