Wednesday, November 16, 2022

Reasons for why I am working in freight

If I put all my reasons in here, then I will stop doubting myself! Need to have reasons for why I should work on something for 10 years straight (++ indicates unique to this vs. immediate climatetech vs. biotech vs. pandemic defense work):
  • Edge (uses our strengths and human capital as a competitive advantage, also our advantage in AI from our particular school, also this will be my third "try" which is a huge boost, considering I've been studying freight since 2018)++
  • Makes money++
  • Highest probability of success / many ideas / many doors instead of one++
  • Feedback loops++
  • Can demonstrate my talent in business specifically and as an organizer of capital++
  • Good teammates / cofounders++
  • Can work remote / travel benefits the business++
  • Can be big / uses the leading edge of technology / has intrinsic societal vision
  • Can be used for climate change
  • Industry peers are missing, but can get them from serving climatetech companies
  • There are many urgent problems in the world, but they aren't going away in 10 years / there will be new ones available where you can make a difference

Perhaps to convince myself to feel good about freight - the idea that we will be in a better position to do useful climate work once we have established ourselves in industry:

1) movement of wind turbines and oversized renewable energy projects, esp eg complicated ones like offshore wind

2) movement of hydrogen

3) movement of solar panels

4) special preference or specialization in serving climate tech to accelerate the dynamism/transition

5) facilitate carriers' access to climate rebates

6) establishment in freight debt —> help finance electric trucks

7) influence with rail companies allows solar railways

8) influence with ports allows laying hydrogen pipelines

9) influence with ships allows fixing ship problems 

The key point is that working in freight will allow us to work in the space of physical assets.
We can also commit the company to R&D investing in climate hardware, explicitly, via a PBC incorporation.

And as a reminder of why I'm not working on pandemic defense, even though it may be 100x more impactful than climate work, and I can see, emotionally, why we ought to throw significant weight behind it:

  • May not be able to contribute anything useful, may be stuck as an underling, basically all the ++'s that are missing
  • A 100x exists for pandemic defense, but I can compensate with a 100-10,000x impact doing something where I am actually successful with my big bets
  • I guess the nice thing about pandemic defense is that as long as the world doesn't go to crap then you can pick it up later without much consequence, when you now have some prowess to kick butt and move bigger institutions
  • Pandemic work may be 100x over climate, but it's also important to keep "The Middle Way" in terms of extremism and a well-balanced life, as demonstrated from learning from my older friends at the college reunion

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