There is convexity to optimism and a gravity to skepticism

Technology changes, human nature doesn’t. This time it’s …

Future history book: For a brief moment in time, organic compute was actually considered superior and more capable than digital compute.

The robot that never sleeps

"Being powerful is like being a lady. If you have to tell people you are, you aren't." -Margaret Thatcher on LLM benchmarking

You look at a big company and ask why they are moving so slowly. Then you talk to some people working there and realize they think they are moving fast.

A lot of people asking about Tesla vs Waymo, some thoughts: (lmk what I'm missing)(and not meant as a diss, Waymo doing great stuff as well and clearly customers like the offering) -Price per mile is critical in this market. People check uber and lyft and take whichever is cheapest even if by a few dollars as long as they both will come within 5min. -Waymo’s cars are expensive relative to Tesla’s. This leads to higher price per mile. -Waymo doesn’t have the ability to match peak/trough demand of travel like Tesla does through having people opt their vehicles into the fleet. That means to match peak demand Waymo either has a fleet with lower avg utilization, which leads to higher price per mile or they have a small fleet which can’t meet peak demand. (They are trying to solve this by partnering with Uber) -Waymo has been offering commercial rides since 2018. Their fleet of vehicles 7 years later is ~1,500 and they plan to add 2,000 more vehicles this year (The bespokeness at this stage likely leads to very high maintenance costs). Tesla makes ~5,000 cars a day. -There is something we aren’t seeing with Waymo. If they are safe, which appears to be true, then why aren’t they scaling much faster?

Scaling laws are amazing for AI, but in order to scale you need cash. Who has the cash? Who has the execution? Who has the data? Stay tuned for this week's Brainstorm where @GrousARK and @JozefARK break it down

Zuck taking "Manhattan Project" literally

The oracle's wisdom is only as profound as the query posed to it. Ask poorly and the universe shrugs, ask well and it sings. We've always been prompt engineers, but now the question is in the spotlight.