Another 15 hours this week — 110km running and 110km on the bike — with the body holding up quite well. There was a small wobble with my left knee mid-week, but it seems to have packed its bags, yay! The credit goes to ice after every session and a generous application of Voltarol, though I can't begin to tell you how the merits divide between the two. Whatever it is, I'm not touching it.
The cooking has carried on — more broccoli, more chicken, same boring rhythm. My chocolate affogato has graduated into a full evening ritual: 350ml of oat milk, 30g of chocolate whey, half a teaspoon of xanthan gum to keep the ice crystals away, finished with a shot from the Neapolitan moka. The bomb. Make discipline taste like a treat is another key to playing the long game.
Obviously I build for sustainability, which means most of the week is hyper-diligent and the occasional family-led initiative gets a clear runway. Today's burger and fries was fantastic, and I don’t feel guilty about it. There is a balancing act between performance state and recovery, and neither side wins by being perfect.
I've also made the bike less boring. Since it's intended as a recovery supplement rather than a second job, I've started rewatching Game of Thrones — about ten years after the first time. Pretty cool so far.
And I've reshaped the week so the bulk of the work happens Monday to Friday, leaving Saturday and Sunday as shorter sessions. The weekend becomes mostly family and personal hobbies instead of a lie-in followed by wiping out half the day with one long run. At the moment that feels like a genius idea, and I'll take it.
Listening to Ben & David telling the story of Disney from the early days to the modern era has been quite entertaining on the longer days (Monday and Friday). And Travis Kalanick on building again after the turbulent Uber years has been interesting too: Atoms' vision for industrial AI, why software is moving into the physical world, what it takes to build enduring company cultures, and why he believes the biggest opportunities of the next decade lie in transforming food production, mining and manufacturing. And last but not least, Mourinho on Netflix, has been spectacular with all the memories linked to Inter’s Champions League in 2010 when I was a grad student at Bocconi in Milan.
You can read about this on fdicostanzo.com or X.
Francesco Di Costanzo@f_dicostanzo
There is a lot in the papers about datacenter capex. A datacenter is financed several times before it ever becomes a bond. Equity buys the land, construction lenders fund the build, and only once it's complete permanent capital shows up. https://t.co/rkSKCXsk14
6:24 AM · Aug 16, 2026 · 459 Views
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