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First Principles

How do you cut through bullshit to validate the truth, and apply force where it creates the greatest step improvement?

Performance > Principles > Platform > Process > Players

Strip away received wisdom. Reason from what you can see, test, and validate yourself.

Principles

Most thinking is analogy — copying what others did. First principles creates what didn't exist.

Reasoning by AnalogyReasoning by First Principles
"This is how it's done""What's actually required?"
Incremental improvementStep-change innovation
Constrained by precedentConstrained only by physics
Fast but localSlow but global

The Method

"The first basis from which a thing is known." — Aristotle, Metaphysics

StepActionQuestionTechnique
1Identify assumptionsWhat do I believe is true?Five Whys — ask "why?" until you hit bedrock
2Decompose to fundamentalsWhat are the irreducible components?Socratic questioning — expose hidden constraints
3Rebuild from scratchGiven only these truths, what's optimal?Physics test — does it violate natural laws?
4SimplifyWhat can I remove without breaking it?Delete until it breaks, then add 10% back

Example: SpaceX rockets. Industry price: $65M. Musk asked: "What are rockets made of?" Aluminum, titanium, copper, carbon fiber. Raw materials = 2% of price. Built in-house. Cut costs 90%.

Across Domains

Every domain has bedrock truths. This page teaches the method. These pages apply it.

DomainFirst PrinciplesWhat They Ground
SelfAgencyPsychology, philosophy, foundations, goodwill
BusinessBusiness15 principles by lifecycle stage
ForcesCryptoMoney, data, energy, stories — how value flows
ScienceSciencePhysics, biology, mathematics — pure inquiry
CryptoCrypto PrinciplesComposability, SSI, permissionless, verifiable truth
OptimisationProcessMusk's 5-step algorithm
NamingStandardsFirst principle of first principles
KnowledgeKB StackingPrimitives to platform
NavigationTight FivePrinciples = Question #2
BiasesBehavioural BiasesWhere humans systematically fail

The Principles Cell

In the Tight Five, Principles is the Filter — the invisible binding that makes four cells into one coherent loop. It is not a single concept but three nested layers:

LayerQuestionWhat it grounds
First PrinciplesWhat is actually true? (this page)The reasoning method — strip assumptions, decompose to fundamentals, rebuild
ValuesWhat matters and why?Utility → Desire → Belief — how value transforms and distributes
VirtuesHow do you show up?Character under pressure — embodiment, not just knowledge

First Principles is the entry point because you cannot know what to value without first knowing what is true. Values are the compass. Virtues are the proof that the compass is real — not just stated. The Filter is invisible in the logo (white space) for the same reason character is invisible until tested.

The three layers apply at every scale. A business's Principles cell = the core logic that transforms input to output, the values that govern trade-offs, the culture that embodies both. A country's Principles cell = the truths that bind citizens, the legal system that encodes values, the norms that hold when rules can't.

Context

Questions

What received wisdom are you treating as first principles without having decomposed it?

  • Which domain's first principles do you know intellectually but fail to apply under pressure?
  • Where would stripping to fundamentals reveal that the problem you're solving shouldn't exist?
  • What assumption would invalidate everything you've built if it turned out to be wrong?