Water Downhill
A conversation on leverage, friction, felt sense, and the atomic unit of strategy.
01
The Voice Note
Walking to 7-Eleven in Cebu, recording a Plaud voice memo: "My brain automatically looks for the lowest-cost way to get to the destination. Instead of forcing focus, I create a downward gradient. Reducing friction doesn't just make the same life easier — it makes a different life possible."
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02
Effort Is Not a Virtue
The optimal path is the one with the least waste, not the most effort. Friction reduction doesn't optimize the same life — it creates a phase change into a different one. Auto-transcribing walking thoughts isn't "saving time on notes." It's creating a category of output that didn't exist before. That's not efficiency. It's capability expansion.
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03
Five Hilltops, One River
This idea isn't new. Several serious thinkers arrived at it from completely different directions. The convergence is the signal.
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04
The Atomic Unit of Strategy
Every strategic framework has an atom — the smallest repeatable unit. Lean Startup uses the experiment. Agile uses the sprint. This model's atom: identify friction, reduce it, see what's now possible. It doesn't assume you know what you're building. It serves capability, not goals.
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05
Energy, Not Friction
Correction: this isn't about avoiding friction. Sometimes water needs to go up — think of a lock system moving boats to higher elevation. The real sorting function: highest energy return on energy invested. Some high-friction things are high leverage. The canal is worth the lock.
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06
Leverage Without a Compass
What if you just sorted life by highest leverage and picked the top item? Leverage is amoral. It's a ratio — small input, big output. Destruction is always higher leverage than construction. A pure leverage-maximizer without a boundary condition becomes a saboteur.
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07
Naval Ravikant's Stack
Wealth creation (meaning freedom) comes from specific knowledge (feels like play to you, looks like work to others), leverage (code and media are permissionless and scale infinitely), and accountability. Key line: "Earn with your mind, not your time."
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08
The Felt Sense
The leverage detector isn't analytical — it's somatic. Sensing what's bumming you out, what's draining energy. The body integrates thousands of variables simultaneously. "Something feels off" is higher resolution than rational analysis. It's just not verbal.
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Reading List
- Saras Sarasvathy — Effectuation: Elements of Entrepreneurial Expertise
- Christopher Alexander — The Nature of Order
- Lao Tzu — Tao Te Ching
- Alan Watts — The Way of Zen; The Wisdom of Insecurity
- John Kay — Obliquity
- Naval Ravikant — The Almanack of Naval Ravikant (free)
- Charlie Munger — Poor Charlie's Almanack
- Nassim Taleb — Antifragile; The Black Swan; Fooled by Randomness
- Krishnamurti — Freedom from the Known
- Eugene Gendlin — Focusing
- Antonio Damasio — Descartes' Error
- Perry Marshall — 80/20 Sales and Marketing