"The only moat no one can drain is the one built between your ears."

Mohammad Nafisi

Hi there! And welcome to my corner of the internet.

In the past few years I have been laser focused on Cavalla and making the world feel like a small village by making supersonic cargo movement possible. Here you will see a distillation of my thoughts and ideas that have shaped me.

Principles

1. The most important question for orienting my life has been: How do I rightfuly occupy the longest sections of history books centuries from now? The beauty of that question is that it forces you to set an unusually high standard for your work and filters out a vast swaths of the daily distractions that tends to occupy our minds.

2. Humans are way more of an evolved ape than distinguished species. Our brain is incapable of conducting basic math operations like finding 5 digit primes and makes mistakes consistently. That can be both scary and liberating. You can feel limited and incapable of discovering deep truths about the universe. Or you can feel liberated by knowing that everyone has major flaws. Your brain is just another tool you can leverage to learn, iterate, and build something lasting. Try to separate yourself from your opinions and judgement. That would help you make more objective calls and not be afraid of constantly changing your mind.

3. The design of most objects around us are remarkably garbage. I can understand if the manufacturing process of some items like tables make it economic to stay within certain limitations. However, I cannot understand how multibillion banks design software that a 11 year old with enough passion could beat. There is so much to explore and we have descended into slop in modern times.

4. We need to design most of our systems from scratch like the legal, financial, justice, education, etc. Even the most innovative companies fail to truly change these system because they have to build on top of others mistakes. As a society we should have a mechanism to allow things to be reimagined from a blank sheet of paper.

5. The most beautiful breakthroughs come from combinations. Smart people fall into the trap of “Its just X and Y and Z”. Ocean is just water, sand, and organisms. World economy is just people, services, and goods. Easy to think you understand something by a reductionist approach to it. But it gives you a lazy out to not understand the intricacies and complex interactions that truly makeup what an Ocean and world economy is.

"What is the most important thing you could be working on in the world right now? And if you're not working on that, why aren't you?"

Aaron Swartz

Blog

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Giveup on Wanting to Sound Smart

The desire to sound smart is just status anxiety in a blazer. It makes you choose impressive words over clear ones, complicated framings over honest ones, and confident delivery over the admission that you're not sure.

The cost most people notice is that it bores the audience. That is real, but it is not the main cost. The deeper one is that sounding smart starts fooling you. Good thinking runs in the opposite direction — you try to express your ideas as simply and precisely as you can, so they are easy to attack. A clearly stated idea can be broken and rebuilt. A vaguely stated one can only be argued about. Sounding smart works like armor. People bounce off it instead of pushing back, which feels good in the moment but means you stop hearing the things you most need to hear. You notice it most in who doesn't do it. People who actually understand their fields tend to explain them in plain words — sometimes startlingly plain. Feynman talked about physics like a mechanic talking about an engine. Buffett writes his annual letter like he is explaining the business to a curious nephew. They do not need to perform understanding because they have it, and the thing they have is simple enough to say directly. Performance is what fills the gap where understanding is missing. Trying to sound smart orients you toward the audience. Trying to be smart orients you toward the thing. These are not the same direction, and you cannot optimize for both — every sentence gets pulled one way or the other. If you are thinking about how this will land, you are not thinking about whether it is true. And if you are thinking about whether it is true, you will forget to sound smart. The thing you produce will, almost by accident, sound smarter than any of your attempts at sounding smart ever did. The people you end up trusting over the years are never the ones who sounded smartest. They are the ones who kept turning out to be right.

An Ode To The United States

Throughout history, there has been a power law country for where progress is happening. Ancient Rome, Song China, Abbasid Baghdad, Renaissance Florence, Golden Age Amsterdam, Victorian London. And for most of the last century, the United States. The US sees special on a deeper level. But the US is a strange case even within the list. None of its predecessors had its geographic advantage: a continent's worth of land, two oceans separating it from destabilization, and some of the richest soil and natural resources on Earth. And none were founded by anything like its founders. Not bureaucrats and lawyers but working polymaths. Franklin ran a printing empire and invented the lightning rod. Jefferson designed buildings and wrote the Declaration. Hamilton built a financial system from scratch.

Most nations are founded in retreat. The Magna Carta, the origin of English constitutional tradition, is a document of barons forcing a king to promise he would stop taking their things. France's ancien regime was a centuries long effort to protect Catholic monarchy from anyone who might want it gone. The Congress of Vienna, which redrew the map of modern Europe, was openly a project of restoration — put the kings back, roll the clock back, undo whatever Napoleon had just made everyone nervous about. Even the Meiji Restoration, which on any honest reading was a radical modernization of Japan, chose to frame itself as a return to imperial rule. The instinct is the same every time. You found a country because you have something to lose, and you write down the rules that will stop you from losing it. The American founding is the odd one out. The men writing the Constitution were not holed up in a castle bargaining down a king. They had just won their war and were staring at a continent. The document they produced reads less like a list of things to defend than a list of things to do — raise armies, coin money, lay post roads, give inventors the rights to what they invent so they will invent more. It is the only founding document of its era that stops to explain itself: to promote the Progress of Science and useful Arts. Progress. Named out loud, on day one, as something the government was there to cause. The belief came first. In 1630, before anything called America existed, John Winthrop told a few hundred freezing religious exiles they were building "a city upon a hill" — a place the rest of the world would be watching. They had nothing to justify it. No wealth, no army, no proof. They simply decided they were exceptional and began acting accordingly. The acting, eventually, produced things. A country that started as farming colonies on the edge of the map gave the world electric light, powered flight, instant communication across oceans, the machines that run every office on Earth, and the network that now carries most of human thought. Each of these made the original belief harder to dismiss, which made the next generation bolder, which produced the next wave. That is the real engine. Not the inventions themselves but the loop. The belief came first, before there was much to point to. Then it produced enough to make the belief seem partially justified, and the next generation inherited a more confident version of it than the last one had any right to.

Train Your Eyes for Miracles

The world is stranger and more improbable than we give it credit for. The fact that you are conscious at all, that there is something it feels like to be you, reading this, right now, is not explained by any science we have.

You are standing on the steepest part of a ten thousand year exponential, and you almost certainly cannot see it. Two distortions are in the way. Habituation normalizes every miracle within months, a pocket device containing the entire history of recorded knowledge stopped being astonishing almost immediately after it shipped. And recency bias flattens the curve into a line; the last few years, whatever shape they had, quietly impersonate the whole story. Between these two, the default human view of the present is that things are roughly normal, maybe slightly worse than before. The actual picture is absurd, and accelerating. The cure is training your brain to wake up to black swans. You have to believe in miracles. As the ordinary output of the curve you live on. Antibiotics were a miracle. Flight was a miracle. Eradicating smallpox was a miracle. A decoded human genome, a reusable rocket, a vaccine designed in a weekend, each looked impossible until the moment after it arrived, at which point everyone adjusted and moved on. Believing in miracles means refusing that adjustment. It means holding, as a working assumption, that the absurd thing is coming, and the next absurd thing after that, and that the only open question is who builds them. Because the miracles have authors. The curve bends because specific humans, companies, and ideas push it. Usually while the rest of the world is explaining why the push will not work. Every inflection point in history has a name attached to it. The curve keeps ascending because a minority in every generation believes the impossible is simply the not yet built, and acts accordingly. If that minority ever fully disappears, the curve flattens. That minority deserves outsized attention, study, and leeway. The countries that keep their jealousy from hurting that minority will prosper, the companies that promote those people will thrive, and the individuals who cast their lot with them will compound alongside the curve they help bend. Everything else is commentary. It's worth asking yourself, occasionally: are you one of the people pushing, or one of the people standing nearby explaining why the push won't work?

The world is an agency minimizing conspiracy

Low agency is embedded in structure of every social interaction around you. It is the species default. Complaining, hedging, deferring, waiting to be told are the baseline tendencies of humans in almost any normal social environment.

Being high-agency is costly. It separates you from the group, exposes you to ridicule if it fails and envy if it succeeds, and pays no better than blending in. Most people drift downward continuously and slowly enough to never notice. Most environments do not push back on this drift. A job rewards showing up. A friend group rewards agreeing and going along. A family rewards you for playing your role, not rewriting it. Each accepts your low agency as input and gives you a stable output in return. There is no selection pressure against the drift, so the drift never stops. Small teams and concentrated builder clusters are different, and not for the reasons usually given. They are more than the sum of the discipline and ambition of their members. They are different because their survival depends on the inverse of normal social incentives. A three person startup cannot afford a member who waits to be told what to do, the company dies if it has one. A dense cluster of builders cannot survive if pessimism becomes socially affordable, the culture dies if it does. These environments actively punish low agency because they would not exist otherwise. Initiating becomes cheaper than deferring. Optimism becomes cheaper than hedging. The people inside get sculpted in the opposite direction. The conspiracy is this: almost every environment a person encounters — school, job, family, friend group, city — runs on incentives that quietly subtract agency. A tiny minority invert those incentives. The difference between an average life and an outlier one is very often not talent or ambition. It is which environment got to you first, and how long you let it keep you.

The Cost of Intelligence

The recent compute shortages might seem historically unprecedented. However, looking at nature what separates us from our closest primate ancestors is a direct result of paying the price for intelligence.

The human brain is about two percent of body mass and burns about twenty percent of the body's energy. In a chimpanzee, the equivalent number is closer to eight. That gap did not come free. It came out of somewhere else, and that somewhere else turned out to be most of the rest of the body. Our guts shrank. A chimp of our weight has nearly twice our digestive tract; the tradeoff was cooked food, which is more energy dense, which lets you get away with less stomach. We traded digestion for brainpower. Our muscles shrank. A chimp is substantially stronger than a human of the same size, anyone who has seen one pull apart something a person couldn't has seen the difference. We traded strength for thought. We started being born underdeveloped and helpless, because our heads had grown too large to pass through the pelvis any other way. The fifteen year human childhood is the price of admission for a brain that has to finish wiring itself after birth. Every part of us is a compromise in favor of the organ that thinks. We are slower, weaker, hungrier, and more fragile than any ape of our size should be. The only thing we got in exchange was intelligence, and it was enough. So when the first silicon minds arrive and immediately eat the global power supply, strain the water grid, and force governments to rearrange themselves around chip fabs and data centers, this is not a strange new phase of history. It is the same pattern running a second time, on different hardware. Intelligence has always been the most expensive emergent property in a system. Nature paid for it with design of our bodies and arduous nurturing of infants. We are paying for it with rearranging entire economies. Wherever intelligence emerges, the most successful systems ruthlessly optimize every other subsystem in service of it.

Simple and Hard is Chronically Overlooked

Ambitious people are drawn to hard problems, but they almost always mean one kind of hard — intellectually hard. The novel algorithm, the unsolved proof, the scientific frontier. There is another kind of hard, worth far more, that gets chronically ignored: problems that are simple to describe and brutally hard to actually do.

Stripe is the canonical case. "Let businesses accept payments on the internet" was easy to come up with. You can say it in a sentence, the market was obvious, and many developers had run into the problem. What made Stripe hard was the ugly parts. Compliance in every jurisdiction. Fraud that worked. Integrations with banks that did not want to be integrated with. A developer experience flawless on first contact. Nothing about it required a breakthrough. It required thousands of small, grinding problems solved correctly, in order, for years. Databricks did this in enterprise data. Uber did it in transportation. The concept was always simple enough to describe to a child. The only thing between it and a hundred billion dollar company was execution. These opportunities stay open longer than they should. When something sounds trivial, people assume someone must already be doing it well, or that there's some non-obvious reason it's hard. Often there isn't. The work is just boring, and nobody felt like signing up for ten years of it. Simple and hard offers no intellectual glory while you are in it. You don't get to say you are solving something profound. You are just, for a decade, doing an obvious thing very well. The next Stripe is in plain sight right now, described in a sentence anyone could understand, waiting for someone willing to be bored long enough to build it.

Status has destroyed more than any wars

The things that wreck most human lives tend not to be the things humans talk about. Collective attention goes to the loud failures — wars, pandemics, market crashes — events with beginnings, ends, and body counts. Almost no attention goes to the quiet ones: the chronic failure modes of the human mind itself, running continuously inside every person for an entire lifetime.

The way the brain confuses social approval with survival. The way it cannot stop comparing. The way it trades the future for any small pleasure today. These are not personal flaws but shared features of the hardware, and they do more cumulative damage than any acute event in history. Status is the most destructive of them. Wars are visible. They have named battles, counted casualties, beginnings and ends. This is why we picture them as the great destructive force in human affairs. But wars are rare, short, and geographically contained. The thing that quietly burns through most human life — time, talent, happiness, relationships — is the pursuit of status, and it never stops. Consider the budget. A war takes the people in a region, for a few years, and extracts a fraction of their productive effort. Status extracts from almost everyone, every day, for their entire adult lives. The meeting performed for the boss's approval. The job held for the title. The house bought because the neighbors bought one. The hours spent rehearsing how you will appear at the party, the funeral, the post. And most of what we call war is status written in bigger type anyway — rulers chasing glory, nations chasing prestige, clans defending honor. Strip the status motive out of history and most of the battlefields empty by themselves. The reason we do not rank status as the great destroyer is that it leaves no craters. Wars end in treaty or exhaustion; status has no terminus — you cannot win and retire. There is no memorial for the decade wasted on a title you did not want, the friendship ruined by comparison, the work not done because someone was too busy appearing to do it. The destruction is total, and it is invisible.

Nature speaks in exponentials; we hear in linearity

The human brain cannot fully intuit compound growth. It was built for the savanna, where tomorrow looked roughly like today, and next year looked roughly like last year. So we think in straight lines. A little more, a little less, gradual and proportional.

Nature does not. Populations, viruses, earthquakes, radioactive decay, sound intensity, nerve responses, the brightness of stars, the acidity of liquids, the growth of almost every living thing, all of them run on logarithms and exponents. Linear behavior is the exception in the natural world, not the rule. If nature had been asked to design a numerical system for itself, it would not have chosen the one we use. It would have counted in logs. One, ten, a hundred, a thousand — not one, two, three, four. A doubling moves one step. A thousandfold change moves three. The number line would finally describe the thing it was pointing at. We built the other one. A ruler, laid out in equal increments, suited for counting sheep and measuring rope. Then we built a mind to match it, and trained every intuition we have about scale and change on that mind. It's not really a trick — exponential behavior is just how a lot of natural systems happen to work. The disorientation is on our end. The people who build disproportionate things have, somewhere along the way, stopped translating. They do not convert the curve back into linear terms before deciding whether to act on it. They stay in the native language long enough to hear what it is saying, and they move while the rest of us are still doing the arithmetic.

Decide in Third Person

Most decisions fail because the person making them has too much at stake in the answer. Imagine yourself removed from the decisions you need to make.

The ego arrives at every decision with a prior agenda. To stay consistent with the last decision, to look good to whoever is watching, to avoid the embarrassment of reversing course. The mind, which thinks it is analyzing the situation, is running a quieter process underneath: building a case for whatever conclusion protects the image. Confirmation bias is the ego doing its job, which is hide the truth and to protect the self. The more personally invested you are in a decision, the worse you are at making it. The fix is distance. Ask what you would tell a close friend in the same situation, and notice how fast the answer could change. You will be free of everything you are trying to prove. Or try the adversarial version: what would my worst enemy want me to decide right now? Then consider doing the opposite. These exercises move the decision outside the ego's jurisdiction. The third person view can see what the first person is too busy defending to notice. The best decision makers are the ones who have learned to treat their own thinking as suspect. They know that the moment a decision starts to feel obvious and self-flattering is exactly the moment to slow down and ask who is really doing the deciding.

The Telescope and the Caliper

Being an outstanding founder requires a multitude of contradictory traits. The most important one for me is the ability to ruthlessly execute in the short-term. At the same time have an extremely ambitious and optimistic long-term vision to authentically hold onto.

I have almost universally disliked the startup books I have read. Even the mainstream ones like Hard Things About Hard Things read like a set of basic advice with limited expiration date. Overtime I have been able to collect my thoughts about what makes this genre particularly hard to get right. There is huge choice supportive bias and every wave of success stories is distinctly different than the one before and more similar to one a few cycles back. What separates the elite founders is a set of contradictions held simultaneously or perhaps expressed at different times. They are charismatic and deeply technical. Optimistic about the decade, paranoid about the week. They search everywhere and bet on one thing. They have maniacal urgency and the patience to outlast everyone. They will change everything about how they get there and nothing about where they are going. They hate balance. They hate the stupid semantic boundary someone decided to put on a word to describe a good startup founder. No book has captured this well, which is probably why the best mental model I've found isn't from a book at all. It's an image: the telescope and the caliper. Every great founder I have admired carried something that looked less like a strategy and more like a faith: a vision so large and so personal it could not be justified by any spreadsheet, only believed. That is the telescope. You point it at something most people cannot yet see, and you hold it there through the bad quarters and the departures and the years of nothing. Then morning comes and you pick up the caliper: It is a maniacal, obsessive relationship with excuting now. How can we get this done today. Not this week. Today. The caliper person wakes up already behind. Pushing expectations, obsessing over details, and staying paranoid over the execution speed. The founders who matter are the ones who can hold both tools at once. A telescope steady enough to see a decade out. A caliper precise enough to measure today. Most people can manage one. The rare ones never put either down.

Cavalla

Most people think of logistics as a support function. In reality, its a giant lever that changes the fate of people, countries, and the world. History isn't moved by the things humanity creates. It's moved by the infrastructure that decides who gets access to them. The printing press didn't write new ideas, it gave ideas wings. The railroad didn't make new goods, it made every good available everywhere. The container ship didn't build new factories, it connected them to the whole world. Every era of human progress has been unlocked not by what we made, but by how we moved it. Logistics isn't a support function. It's the force that turns inventions into new functions in a civilization.

The cargo airplane landed in the 1940s. That was the last great leap. What followed were fifty years of logistics dark ages, dressed up as progress but fundamentally frozen. We dreamed of hypersonic travel and colonizing Mars while our goods crawled through the same congested ports, the same gridlocked highways, the same creaking infrastructure our grandparents built. We optimized the truck and called it innovation. We added software to the container ship and called it a revolution. Meanwhile, a commute that should take twenty minutes takes two hours, and a shipment that should cross a continent in a day takes three weeks. The most consequential infrastructure in human history has been sleepwalking. Until now.

Cavalla is building the next chapter. It starts in the warehouse. Where goods begin and end every journey, with intelligent, adaptive systems that form the first nodes of a living network. From there, autonomous trucks. Then maglev freight corridors that collapse cargo movement around the world into hours. Distance is the oldest constraint on human life. We are collapsing it.

Contact

mo [at] [company-name].ai