About Me I'm an adventure capitalist exploring and investing in AI. I've been fortunate to partner with founders building incredible companies, includin...
Quick, raw thoughts (but in a slightly different format this month) It's the last day of July, and I've been contemplating what to write. Most of my July was spent dabbling in GPU financializing and a deep dive into data, the continued saturation of benchmarks, the appreciation for the sheer human efforts that go into improving a model by 100 basis points, and theories like Kolmogorov Complexity.…
Quick, raw thoughts SpaceXAI. Elon has two classic playbooks: combining synergistic companies and driving down the cost of his products. He has executed the first with the creation of SpaceXAI, and I believe the second is in progress. In the case of Tesla, the acquisition of SolarCity rounded out his battery empire into a vertically integrated renewable energy company. The Roadster, his first…
Quick, raw thoughts Simulation is taking off. More and more companies are coming out of stealth or being started. Ansatz Labs is one, Sooth came out of stealth, Prior Computers just raised. Demis Hassabis said this is an area he is excited about as the next frontier in AI. This is not an easy area to go after, however. What are the variables and equations you must set? How do you set the…
Quick, raw thoughts Appetite. There's more appetite than ever for people to get in on the AI trade. Public stocks are ripping. The big hindrance to stocks, mostly the wars in Iran and Israel, has taken a back seat. Instead, people are feeling the FOMO. Even large asset managers have started reaching out asking for private investment opportunities. No view. They surprisingly don't have as concrete…
From Friedrich Hayek's 1945 work "The Use of Knowledge in Society": If we possess all the relevant information, if we can start out from a given system of preferences, and if we command complete knowledge of available means, the problem which remains is purely one of logic. Hayek's argument echoes a broader trend in intellectual history. Across economics, physics, and philosophy, scholars…
Sebastian Mallaby's new book, The Infinity Machine , is finally out. I was fortunate to get an advance copy from him. Reading through the book, I felt the puzzle pieces in my mind click into place. It wasn't the puzzle that's been at the center of my mind, but an extension of one that was starting to coalesce in the background, thanks to my recent musings on superintelligence . Interestingly,…
What would have happened if China had embraced capitalism in 1949? With its vast coal reserves, which historically accounted for nearly 75% of its energy production in the mid-20th century, would market incentives have driven engineers toward a hyper-efficient, miniaturized steam engine? Could there be an entire branch of coal generators that never existed because history went a different way? We…
What's the point of solving math using AI? What do we gain from this besides the pleasure of pure academic pursuit? My guess is that it has implications for an entirely different abstraction level that spans a much broader area. Solving mathematical superintelligence will unlock the scaffoldings to support simulations of the human world 1 . Cellular automata, coined by John von Neumann, provide a…
My prediction for 2030 is that models will be coding in a brand new language that they create for themselves. Today's programming languages are very much geared towards bridging the communication between humans and computers. It's done in a way that allows humans to express themselves (and understand expressions of others) in natural language. With AI taking over coding, we don't need this. At the…