Couple of thoughts on the Jensen situation:
-relationship w/ wife likely open. Pretty normal in tech especially if there’s no prenup.
-interesting thing here is timing as we know that a lot of folks were sitting on this for a while. Why release it d...
a quick guide on cheating (there seems to be quite a bit of confusion):
don’t cheat
if you cheat, don’t mix it with business
if you cheat and mix it with business, don’t do it with a spy
if you cheat with a spy and mix it with business, pick a sp...
My neighbor told me Korean speculators keep forcing him to sell all his levered AI stocks to Ken Griffin so I asked how many stocks he has and he said he just asks Patrick Collison for more money to buy more levered AI stocks afterwards so I said it ...
the fundamental challenge with infrastructure is that civilization-scale projects have always come at the expense of the few for the benefit of the many.
Rome's roads, Qin's wall, Egypt's pyramids, America's railroads.
High speed rail advocates w...
Some thoughts on the market:
-AI isn't going anywhere. 18 months ago you could still argue it was a gimmick. Codegen has settled that debate. A substantial amount of white-collar work will be automated over the next 5 years, with AI companies captur...