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Legendary venture investor @ganeumann flips the hottest assumption in business: AI’s disruption is real, he argues, but the profits won’t accrue where the hype says they will.
Instead of minting a generation of model builders and app startups, this revolution looks more like shipping containerization than the... See more
"You can break AI down into 5 tiers." - @realGeorgeHotz
"Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5."
"OpenAI and Anthropic will eat all the value from the Cursors and... See more
TBPNx.comProgramming as Theory Building
Peter Naur's "Programming as Theory Building" discusses programming as a knowledge-building activity, emphasizing the importance of tacit knowledge, collaboration, and effective documentation in developing and maintaining software systems.
ratfactor.comFBL61: Jim Rutt - Engineering a Better Society With Game B
open.spotify.comOpenAI’s Bob McGrew on how AI startups should think about moats
Startups building agents today tend to look at the cost of human labor when they think about pricing. For example, some startups building AI lawyers think they’ll be able to charge tens of thousands of dollars per month because human lawyers really... See more
Startup Archivex.com
Excellent Advice for Living: Kevin Kelly’s Life-Tested Wisdom He Wished He Knew Earlier
Maria Popovathemarginalian.org
Indy Johar | Substack
indyjohar.substack.com
Jim Simons didn't want finance majors at Ren Tech. He believed they brought bias, not breakthroughs. Instead, he built his team with PhD’s in physics, math, and computer science.
The result? A hedge fund with 39% average annual returns and one of the best track records in history.
ₕₐₘₚₜₒₙ — e/accx.com