by nature a fox, by conviction a hedgehog.

Los Angeles, CA
Ce n'est pas la vie
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that feeling when your boy who can kinda walk, maybe talk, kinda mumble, wildly stumbles on by, mid-flight, and just king kong slam-a-jam's on your keyboard ... future self is sorry for any random dms / comments / bad takes ... he's already more dangerous in the codebase than papa ... blame it on the boy
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jevan fox retweeted
Liftoff of Starship's first orbital flight
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We should just sandbox the agents by giving them Delta Wifi
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A beautiful surprise
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I was invited to D.C. to join BCI export-control meetings a few years ago... left inspired by the talks from those in industry, and a bit deflated by the absence of urgency on the gov side, as has been the case for many builders who bump up against bureaucracy. China's progress and stance should stimulate our gov't decision-makers to align with leaders in the space like Sumner, and the many he's introduced me to over the years doing seminal work... we need to move swiftly and effectively. and... let's all pray the wild buddy-cop duo of dwarkesh and bernie don't release Lethal Weapon: BCI in the meantime.
The Nat'l Security Commission on Emerging Biotech (@biotech_gov) just put out a report on US leadership in BCIs. Some of the bottlenecks are very real and in need of centralized/national efforts, e.g. lack of US strategy & coordination, outdated/slow regulation & reimbursement systems. Others like the technical challenges section overfit to a narrow set of problems facing MEAs/DBS/etc. and don't provide vision on the myriad directions that will/are disrupting the field, (some of which are present in the China 5 year plan).
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jevan fox retweeted
It's hard to overstate how carefully @AdamMarblestone thinks about the trajectory of Neuro and AI. If you're interested in either, check this out.
New episode with @AdamMarblestone, CEO and co-founder of @Convergent_FROs. Adam is an extraordinary catalyst and accelerant for science: he has influenced or routed billions in funding, he helped start significant companies and scientific subfields, and he is the world’s go-to person for neuroscience roadmapping. This year, the NSF launched a $1.5B X-Labs initiative inspired by the FRO model Adam pioneered. Though he started with neuroscience, today he helps organize scientific endeavors across many fields, including AI, math, biology, climate, astrophysics, and more. Adam proposes that fields like neurotech, whole-brain emulation, cryo, and nanotech are severely limited by capital and coordination — not ideas. Connectomics is a clear case. He argues that mapping the brain's full wiring diagram is the approach most poised-to-scale and still extremely neglected. Costs for a molecularly annotated mouse connectome have come down orders of magnitude, from an estimated $10B to $100M–200M, Adam suggests, with a human connectome perhaps costing around $1B–2B. The cost curve of connectomes is similar to transistors and gene sequencing: once it is low enough, we get extraordinary outcomes for humanity. Near-term applications could pay for it: new drug targets for brain disease, insights for AI development, emulations, and even “control knobs” for mood and focus we haven’t identified yet. In this episode, we go deep on many topics in neurotech and beyond: what the brain can do that computers still can't; what neuroscience could teach AI; how you'd actually map a whole mammal brain; how far today's fly-brain simulations really get toward an upload; what it would take to move mind uploading beyond the fringe or science; where brain-computer interfaces go next; nanotech, reversible cryonics, AI doing its own ML research, and even predictive, agent-based economics. I'm very excited to have Adam on the podcast. Hope you enjoy! Other links to this episode and references below. Chapters 00:00:00 Introduction 00:01:40 What are the grand challenges of neurotech? 00:04:50 What the brain does that computers still can't (on a few bananas a day) 00:14:43 The neuroscience overhang: why brains learn from so little data 00:26:29 How to record and map the brain: DNA "ticker tape," ultrasound, and the unexplored map 00:40:29 Why connectomics is the area most poised to scale 00:47:54 How whole-brain connectomics works, end to end 00:55:27 Simulating the fly brain: how far does it actually get us? 00:57:51 What would it cost to map a mammal's brain? 00:59:55 What will be connectomics' ChatGPT moment? 01:04:35 What a connectome unlocks: disease, drug targets, and the brain's control knobs 01:14:20 Scaling up to the human brain — a faster timeline than expected 01:17:34 Mapping activity, and what the fly connectome has revealed 01:27:55 What you could build with today's connectome 01:35:29 Why uploading may be one of civilization's great cornerstones and transitions 01:42:43 Optimistic visions of a future with uploading 01:49:12 Beyond neurotech: virtual cells, nanotech, and AI-driven science 02:15:29 BCIs today: semi-invasive devices, ultrasound, and what's on the horizon 02:22:44 Why science is capital-and coordination-limited, not idea-limited
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why doesn't openai, anthropic... the intelligence agencies too, for that matter... leverage their real moat, the user data, to find the rare ones? the non-consensus talent, technical and not. surprised no one's fired up their machine yet to a broken-mirror pop-up... "you've been selected." modern day willy wonka. the hard part's done. the state and big tech already built the prompt-psych-eval pipeline. now it's just filtering... and a killer cta: "accept... or your messages might find their way out." nothing could go wrong.
talked to a guy from anthropic for a long time last night. fascinating conversation. & believe it or not, one of their biggest problems is still hiring. there simply aren’t enough exceptional ppl, esp for long term high conviction bets where the stuff is not obvious yet. i.e. people who can independently generate good judgment under extreme ambiguity.
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This is a super cool website. You can scroll around and look at any country's population pyramid, fertility rate, and mortality rate by year. Check this out:
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most founders speak one capital dialect fluently and can't order coffee in the other. venture, sure. debt, structured finance, public comps, blank stares. private and public markets price the same risk in different languages, and the edge is being bilingual. almost no one bothers, which is exactly why it's an edge.
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the cap table is where founders lie to themselves. a clean one says you protected your options. a messy one says you never learned what the next investor needs to see. years of discipline, or the lack of it, on one page. the deck is the story you tell. the cap table is the one you can't.
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"The most lasting impact of Jobs’s brief convergence with national security is simply that it allowed Silicon Valley’s most iconic entrepreneur to make his way back to Apple." - WSJ ... IYKYK?
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spent decades making physical things and software, and the lesson rhymes. your factory is your real co-founder. so is your codebase. you can rewrite the pitch overnight. you cannot rewrite a supply chain, or an engineering culture, that took years to earn. what you can't rewrite is the only thing that's really yours.
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raising for a holding company taught me the tell: if you have to explain why the pieces belong together, they don't. a real thesis gets repeated back to you in a sentence you didn't write. everything else is a spreadsheet with a disembodied narrator.
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building my son an eighteen-year education in how things hold value. lately i think i owe him the older curriculum too, how the norse, the egyptians, the irish held death. one teaches him not to get eaten. the other teaches him it won't matter as much as he thinks.
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i call my agents what they really are, apparatchiks... happily, impeccably executing exactly the wrong thing.
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them: why do you like bessent? me: we've always lived in the age of prestidigitation... you learn to watch the hand that isn't waving... but the variance between right/wrong, good/bad, life/death, and the sheer scale of what rides on it... seems greater than any other time in recorded history. magnitudes upon magnitudes. the tricks are the same as they ever were... the stakes are not. and it's the most exciting thing imaginable... the fuel for human ingenuity. the higher the stakes, the purer and grander the outcomes. to wilder and weirder times.
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