Where I Think the World is Going

It’s less noisy, by design, so Daylight becomes a really attractive place where the developers of new software who face incumbent distribution advantages and straight noise on existing platforms finally have a chance to compete on product quality on the new platform.

Years ago a friend drunkenly said, "the valley is filled with a bunch of guys building companies to replace their moms." And I never forgot that. If you're confused by that statement, might I suggest the classic pitch analogy of "Uber for X". The constant barrage of laundry pickup services, food delivery, snack delivery, taking a typical chore and... See more

Here's why IP is well positioned in an AI future:

If we have AGI, or even inexpensive content creation, that will drive down the cost of intelligence.That affordable intelligence will be used to create an abundance of content.Humans will react to abundance with a desire for familiarity and quality.The value of the “original” will only increase.In... See more

For the first time, machines outperform humans in domains that education has long treated as proxies for intelligence, like recall, synthesis, linguistic fluency, and pattern recognition. That shift does not eliminate learning, but it does destabilize a system that equated those outputs with understanding.

“Today’s AIs are book smart. Everything they know they learned from available language, images and videos. To evolve further, they have to get street smart. That requires world models.”

Say that Beethoven was the greatest musician of all time. Why has there been no one better in the last ~200 years - despite a vastly larger world population, highly democratized technology for writing and producing music, and a higher share of the population with education, basic nutrition, and other preconditions for becoming a great musician? In... See more

“Regardless of which path we choose, the future of computing will be hyper-personalized,” they write. “The question is whether that personalization will be in service of keeping us passively glued to screens—wading around in the shallows, stripped of agency—or whether it will enable us to direct more attention to what matters.”