I wasn’t allowed to watch much media as a kid but some exceptions were made. Frank Capra’s oeuvre was one of those exceptions. Mr Smith Goes to Washington was a classic of civic duty. And now as a Montana citizen it has special meaning to me. The film is about a naive, newly appointed United States […]
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It’s a busy day for competitive narratives on social media (and in the markets) as normies are belated reacting to news about a new open source artificial intelligence model from a Chinese quantitative hedge fund called DeepSeek. The new model been available since Wednesday though many of us open source fans have been using prior […]
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Day 1953 and Helter Skelter
It’s been a very strange week if you work in or around the artificial intelligence segment of the technology industry. lot of rumors have been swirling about executive orders and the upcoming China summit though fears are now being assuaged. While I’m not primarily an investor in the LLM boom, I have invested in compute […]
It’s been such a crazy week. I don’t “feel the AGI” only because I am mired in the give and take of living in America where we still have businesses to run and a lot of regular people committed to actual civics. Progress is fast but implementation is slow. And then above our daily lives, […]
Every time a new AI image generation model comes out, there is a wave of people creating new content riffs inspired by their friends testing out the newest capabilities. Yesterday OpenAI released ChatGPT Images 2.0 which is tool powered by the gpt-image-2 model designed as a “visual thought partner. It is pretty fun to play with […]
Anytime you see dumb headlines and bizarre deal points show up on Bloomberg it’s worth doing a head tilt. The time for consolidation and winners in the first wave of artificial intelligence automation is here and surprise we replaced ourselves. The first industry being automated is the creative destruction business that is big technology. Don’t […]
I have made a little bit of a side hustle out of being at Cassandra. There was a lovely chunk of time in between Hurricane Sandy and the pandemic when people felt as if the weirdness was contained. It was quirky. It was novel to know people who had decided to make changes in their […]
I’m on what appears to be family spring break in Washington D.C. I have conferences and dinners and I think it’s lovely that everyone is doing their level best to get the county through the moment to a better end. The cherry blossoms are in bloom, the weather is warm, and I am trying those […]
I will be in our nation’s capital next week for a gathering called the Hill and Valley Forum. It’s been ongoing for a few years but I am not someone with a lot of exposure to Washington and wasn’t sure I should pitch myself when the forum describes itself as such. We host public discussions, […]
The “right to compute” is an extension of core American constitutional values—free expression, property, and liberty—and compute is foundational infrastructure for a materially better, more abundant future if we can look beyond culture war distortions