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We recognize that real growth is driven by innovators building at the fundamental substrate of our economy — the physical world.

Our Thesis on Sensors

Ambitious startups will need a high value wedge and the product velocity to expand quickly, create innovative data loops, and establish themselves as

When I have a piece of writing in mind, what I have, in fact, is a mental bucket: an attractor for and generator of thought. It’s like a thematic grav

What are the big questions you’re wrestling with right now? What topics are you wanting to dig deeper into? What project is top of mind? What’s the la

Curiosity is a better compass than cynicism

AI is powerful but taste-blind. It can make anything but it has no idea what's actually worth making. But AI + your taste? That's the game-changer.

Data Provocation: Hospitals are broken and ripe for technological disruption. I have been following General Catalyst’s bold moves lately, including he

The more you see, the more skeptical you become. Optimize for skepticism and curiosity. Having been a VC and invested as an angel in well over 100 com

A thought about careers: As I think about the careers of some close friends I admire as well as my own path: Some of the boldest and most rewarding ca

Economic Lessons from the Last Few Singularities One of John von Neumann's absurdly varied contributions to human knowledge was the idea of a technol

When we’re mindful of what we feel in our body, she says, our mind naturally settles in the present. This happens without effort—and it makes us calme

Jerry Seinfeld: "You must master waiting. 'Show's gonna be delayed a half hour.' Fine. Plane's gonna be delayed two hours. Fine. Career's gonna be de

“Seers” are people who you believe are living in the future around a given inflection. They might be entrepreneurs, researchers, academics, futurists,

AGI Trades

Most AI backlash is economic anxiety coated in a veneer of social justice. Alfalfa farming consumes 19 times the water that data centers do; there’s n

“Diffusion lag” reflects a lack of product-market fit. Even AI optimists are still hitting practical roadblocks. That’s why detailed case studies are

Here are some things I’ve asked chatgpt recently: “why is Toblerone so popular at airport duty-free stores?” “give me a recipe for a chickpea tagine

CLAUDE.md growth: why it happens and how to fix it

Cosmic optimism changes this by encouraging truly interdisciplinary approaches that blend hard sciences with philosophy, arts, and contemplative pract

It also could not be a better time for a paradigm shift. AGI and likely soon after superintelligence will force us to rethink human role in society. I

The best mom advice I’d give? Take time with your partner. Take care of yourself. Kids’ happiness is highly correlated with the happiness of their mot

Not taking things so seriously too re: advice. Think of all the times you were serious when you could have just been silly with your kids. How great i