Juan Orbea

FLAG, a fiber-optic cable now being built from England to Japan, is a skinny little cuss (about an inch in diameter), but it is 28,000 kilometers long, which is long even compared to really big things like the planet Earth. When it is finished in September 1997, it arguably will be the longest engineering project in history. Writing about it... See more

Do yourself a favor and ignore all of it. Focus on these questions instead:Is this job in the right city? The city I want to live in long term?Will I like and respect my co-workers? Will they like and respect me?Do I want to be like my bosses someday?Do my co-workers career aspirations match mine?Am I going to be working with the best?Is there a... See more

Sam states that, for him, AGI is basically the equivalent of a median human that you could hire as a coworker.

So far, I’ve been talking about the hardware of computing. The requisite hardware capacity is a necessary but not sufficient condition. A key advantage of nonbiological intelligence is that machines can easily share their knowledge. We exposed it to thousands of hours of recorded speech, corrected its errors, and patiently improved its performance.... See more

Andy Kessler on the other hand, states that innovation on the computers' and digital fronts (citing Moore's Law amongst other things) is not something you should easily discard as non-innovative. He goes back to the discovery of oil in Philadelphia during the 19th century and the creation of a massive industry in the following decades.

Fund Structure

Traditional Fund

Traditional funds typically do a “big bang” fundraise and begin deploying capital after the First Close. Once the fund is officially closed, they’re unable to accept new LPs.

That said, it’s not uncommon for fund managers to leave their fund “open” for several months while deploying and raising additional capital.

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The final question is whether "TAM dreaming" can translate into dollars and cents in terms of valuation and execution. Forecasts have only one thing in common; they're all wrong. But appreciating directional size for a market can impact the equation.