The Future Will Be Better Tomorrow
Railroads created more value than many railroad investors captured. A similar challenge in 2026 is about choosing the right layer of AI. [I used Sol 5.6 to rewrite my random notes, just did not have time to edit this] Imagine that it is 1865 and you have money to invest. You are convinced that railroads […]
The new Dutch CGT that just passed is going to kill all their locally incorporated deep tech startups, because they take longer to ramp up. They might grow revenues but will take so long to reach profitability that they’ll fall under its jurisdiction (30m in revenues, 5 years old). This is so idiotic that idiots […]
There is always this period in a revolution where it is not quite clear when it starts. The Industrial Revolution is the obvious example. You can point to the steam engine, or to pumps, or to textile machines, or to Watt, or to the first factories, and depending on what you pick you get a […]
(This is a short clip entirely made by AI using Hailou) Hollywood is just a few Python scripts and a bunch of GPUs away from being transformed. We’ll be able to take a comic and generate an entire movie from it. The quality will be extremely poor for a few months, but then it will […]
Google hit peak advertising. They are way above $300bn ARR, at this point their cap on growth is So presumably they saturadted all the cheap growth and user acquisition channels. What remains now is Everything I listed, more or less works in the same way. There is an ad inventory, the ad gets displayed, […]
The UK should not host investor meetings begging for investment, because the UK already represents the greatest macro investment opportunity available. If the UK were to match the U.S. in terms of wealth per capita, it would be a $2.3 trillion opportunity. As a friend keeps saying, being poor is a policy choice, and there […]
I am deeply embedded in AI progress, keeping tabs on both research and product advancements and learning as much as I can. And still I get surprised. Recently had to complete an undisclosed task, so I went and looked how the top companies in the world did it, trying to copy their structure, learn lessons […]
We have entered the endgame of AI progress. Companies should have responded to the DeepMind AlphaGo/Zero by appointing a Chief AI person, and mostly did not. With the Bing/OpenAI announcement we have passed a barrier in the narrative, and your board should empower ASAP a team in the company with the sole and explicit purpose […]
Got sick again this week (yay) so self-medicated with massive amount of YouTube, and spent quite a bit of time watching one of my favorite subjects from my childhood: laserdisc games. In the process I unearthed some stuff that did not know about Dragon’s Lair: Here Dirk moves a log and reveals a trapdoor that […]
(explore this prompt on Lexica) The Old One of the earliest [1] incarnations of finding stuff on the web was a directory service called Yahoo which was a glorified yellow pages directory [2] that was human curated. While in the beginning this was a good way to navigate the web for new users, very quickly […]