"I am so fucking fucked."

That’s all I could think.

I was running an investor conference for the VC firm I worked at. Every partner in the room. Hundreds of people on Zoom. Months of planning. Hundreds of millions of dollars in collective business, all waiting on the other side of the camera.

And the audio didn’t work.

The production team scrambled. My boss looked at me. Everyone else looked at my boss looking at me.

I couldn’t fix it. It wasn’t my job to fix it. Just like it wasn’t my job to make sure it worked in the first place.

But that didn’t matter. Because I was the one on the hook. And I knew it.

I felt it unravel in real time - fully aware, completely powerless.

I didn’t know the term for it then. But I do now.

This week’s piece is about that feeling. The moment you realize it's all falling apart - and the quiet work of what comes next.

In your corner,

THE LEGEND

In April 2011, Rory McIlroy stood four shots clear at Augusta with one round remaining.

Twenty-one years old - not merely confident, but moving with the unburdened grace that exists only before you understand what can be lost.

The Northern Irishman had navigated Augusta’s undulations for three days with such precision that veterans began whispering about golf’s coming succession.

THE MOMENT

Sunday’s back nine unfolded with the terrible logic of tragedy.

On the 10th - a merciless dogleg - McIlroy’s tee shot veered violently left, disappearing into a section of Augusta rarely seen on television.

Nick Faldo murmured, “My goodness… that is not much more than 150 yards off the tee.”

What followed - triple-bogey at 10, four-putt on 11, water at 12 - laid bare the fragility beneath the talent. Confidence unspooled in real time, each thread visible as it pulled away.

His final score of 80 (+8) marked the highest final round by a 54-hole leader at the Masters in over half a century.

THE WORDS


“It all went pear-shaped on the back nine,” McIlroy said afterward. “I can't really put my finger on what went wrong. I lost a lot of confidence with my putting, but I just hit a poor tee shot on 10 and sort of unravelled from there.”

The admission carried a weight that technical explanations never could. No mention of mechanics. No displacement of blame. Just the raw clarity of a young man confronting the provisional nature of confidence.

Years later, McIlroy reframed that Sunday: “It was the most important day of my career. As horrible as it was, I wouldn’t have won the U.S. Open without it.”

In that insight lies a deeper truth: sometimes we must first watch ourselves unravel before a stronger self can emerge.

THE TRUTH

What made the collapse extraordinary wasn’t just its severity - an 80 when 70 would have secured victory - but its completeness.

Every element of McIlroy’s game dissolved at once. His driving accuracy dropped from 71% to 36%. His putting average swelled from 1.67 to 2.11 strokes per green.

But statistics fail to capture Augusta’s Sunday pressure - the way history becomes a physical presence. Under that weight, McIlroy’s swing - fluid for 63 holes - suddenly carried visible tension.

Sports psychologists call it “explicit monitoring”: the intrusive awareness of movements that should remain subconscious.

The paradox is brutal - the more you try to control what should be automatic, the faster it slips away.

THE ECHO

Fourteen years later, echoes of that collapse still reverberate.

Each April, McIlroy returns in pursuit of the career Grand Slam - the Masters his lone missing piece. Despite four major titles and time atop the world rankings, Augusta remains the thread he cannot quite weave into his tapestry.

What sets McIlroy’s collapse apart is what came next. Norman’s 1996 disaster felt like a culmination. Spieth’s 2016 meltdown, an aberration. McIlroy’s was something rarer: generative destruction - necessary breaking before remaking.

Two months later, he dismantled the U.S. Open field by eight shots - a margin so commanding it seemed engineered to overwrite fragility with dominance.

He hadn’t simply recovered. He had rewoven himself using the very threads that came undone at Augusta.

His relationship with the Masters continues to evolve, each spring returning him to the same precipice of immortality where this story began.

THE LESSON

Maybe this is why sports captivate us - not for superhuman perfection but for moments when exceptional humans confront familiar fragilities.

That is, admittedly, the premise of this entire newsletter, and in that sense, perhaps I am leading the witness in introducing the thought.

Still, McIlroy's unraveling shows that excellence isn't the absence of failure but the response to it - the capacity to gather scattered threads and begin again.

On Augusta’s 10th fairway, a young man discovered his vulnerability before millions. The revelation wasn’t that he could come apart - that is universal - but that he could return to form, still carrying the rupture, and summon something even steadier.

That the very body that once buckled could, not long after, hold the weight of triumph.

What McIlroy illuminates transcends sport: authentic growth demands authentic vulnerability.

Not the curated “failures” of corporate narratives, but genuine moments when capabilities catastrophically fail expectations.

Golf’s paradox may be this: to master it, one must first be undone by it.

Every champion carries invisible mending beneath their victories. McIlroy simply experienced his education in public, paying tuition in humiliation but reaping dividends still being collected.

In athletics as in life, our most enduring strengths often emerge from complete unraveling - proof that what comes apart can be rewoven stronger, if we have the courage to gather the scattered threads and begin again.

The Deep Dive:

Remember That Scene In…

Nancy Meyers' "Something's Gotta Give"?

Diane Keaton, playing playwright Erica Barry, stumbles upon Jack Nicholson's character with another woman.

What follows is not a portrayal of heartbreak – it's a masterclass in what happens when you become both the person experiencing pain and the person watching that pain unfold.

Keaton isn’t acting to portray devastation; she shows us what it's like to be devastated while simultaneously narrating your own devastation. Her body freezes mid-motion, wine bottle suspended in space, while her eyes register a terrible awareness.

You can practically hear the internal monologue, because it’s a record we’ve all played in our own heads: "This is happening. I'm falling apart in public. And I know I'm falling apart but can't stop it."

This excruciating awareness has a name: metacognitive collapse.

The Observer and the Observed

We've all lived through versions of this peculiar psychological state. The job interview where you hear yourself spiraling into increasingly incoherent answers. The crucial presentation when your mind goes blank. The relationship confrontation where precisely what you promised yourself you wouldn't say comes tumbling out of your mouth.

What makes these moments so uniquely torturous isn't just the failure – it's the split-screen awareness of the failure as it happens.

You're simultaneously the actor in the disaster movie and the viewer watching from the theater, popcorn in hand, unable to look away.

Neuroscientist Robert Burton's research gives us language for this phenomenon. His work on "the feeling of knowing" demonstrates that our sense of certainty operates as a mental sensation separate from factual knowledge.

This helps explain that paradoxical experience during collapse: absolute certainty ("This is definitely falling apart") alongside disbelief ("This can't possibly be happening to me").

And here's where the cruel mathematics of self-awareness comes in: the more perceptive you are, the worse metacognitive collapse feels. High intelligence and self-awareness mean you see the disaster more clearly - and earlier - than most people would.

The Acceleration Principle

Once metacognitive collapse begins, why does it typically intensify rather than resolve?

When we notice ourselves beginning to falter, our instinct is to seize the controls more tightly. We attempt to consciously manage processes that normally run on autopilot. But as Mihaly Csikszentmihalyi's (spell-checked it 4x) research on flow states reveals, peak performance requires letting our automatic systems operate without conscious interference.

By attempting to micromanage processes that should remain automatic – a golf swing, a memorized speech, an emotional reaction – we create what psychologists call "explicit monitoring." The harder we try to control the uncontrollable, the faster we unravel. Our desperate attempts to appear composed actually accelerate the breakdown.

From Disintegration to Reintegration

But metacognitive collapse isn't just a psychological curiosity – it's often a necessary passage to something more authentic.

Remember how Keaton's character doesn't just survive her public emotional breakdown?

It becomes the catalyst for both her creative renewal and deeper human connection.

The path through begins with recognition. Simply naming the experience – "I'm in metacognitive collapse right now" – creates a tiny space between you and the overwhelming sensation. This slight distance isn't about denial but about recognizing that you aren't defined by this moment.

Next comes the counterintuitive step: surrender. Not in resignation, but in acknowledgment that trying to force your way through only deepens the collapse.

Sometimes the only way out is through.

The final stage is integration: the quiet work of incorporating what broke down into who you're becoming. The strongest people aren't those who never break - but those who learn to carry their broken pieces with grace.

What these moments of metacognitive collapse ultimately reveal is the illusion of perfect control.

They strip away our carefully constructed facades and expose our fundamental vulnerability – not as weakness, but as the very thing that connects us to our shared humanity.

Because “I am fucking fucked” are words we’ve all uttered a time or two.

Jarren Duran, Red Sox OFer, for the bravery and honesty exhibited in his discussion of mental health and his suicide attempt in Netflix’s new documentary series “The Clubhouse: A Year with the Red Sox”.

“The whole purpose of me sharing it is just to kind of get it out there and let people know that they’re not alone,” Duran said Tuesday, noting he has not seen the documentary yet. “Even if I can just help one person, it’s meaningful. I’m just trying to let people know that there’s always help and to make sure that they’re reaching out.”

So, so much love for this dude.

Don’t tell the other Yankees fans.

For Alex Ovechkin

Before he became the NHL’s all-time leading goal scorer this week.