Intern @theinformation. GP @slow. Fmr VP Product FB. co-founder dropio & fin. Seed investor solana, venmo, openphone, teamshares, sublime. wless.in ¶.
I am short the paperclip optimizing death… or AGI overload takeover… but good news, there are plenty of practical ways AI can actually kill us all without being that sophisticated at all /. Using
This isn’t cyber defense in the traditional sense… the model should be (1) develop new edge / very powerful models… don’t release them/ don’t share them where they get adapted to / distilled… hold
Meta just paid $17B and agreed to a kitchen sink of screen-time limits, hidden likes, and school-hours mutes to settle child-safety claims from 47 states. Fine, whatever... everyone gets to declare a
Here is the paradox of capitalism On one hand, fair competition in open markets is fundamentally what makes capitalism great. It is the whole point / the operation of the invisible hand… and why the
I went back and watched myself give talks in 2009, 2010, 2016, and 2018. I hadn't changed my mind about anything (for better and worse) Sixteen years, four talks, three variables I apparently can't
The real issue we face today isn’t the over-production of elites (demand) It is the collapse of the number of ‘elite feeling’ slots that exist (supply). I have been reading a bit about Peter Turchin’s
How do we preserve mobility, freedom, celebration of success, and property rights in a world where technology and capital compound faster than labor and institutions? Roman Republic got super rich
DCF is no longer the only globally scalable story of value. The internet lets minority belief systems create trillion-dollar markets For the last few decades, the dominant global story of value has
The future of Algorithmic Economics In the last 2 weeks or so tech twitter has latched on to the ‘route between multiple LLMs’ story… ‘only a tiny percentage of problems are ‘worth it’ to spend
More or Less — Have Secret or Own Narrative Jess is in Davos… we are left behind with the riffraff… fun conversation around Clawdbot, Ralph — mercenary AI ‘founders’ … I was personally interested
If you believe in AGI, then the most plausible long-run model for human belief and purpose is not enlightenment, rationality, or truth. It’s Flat Earth. Flat Earth isn’t interesting because it’s
So what are the themes of the year that actually matter? The stories we tell ourselves about the world have always mattered a great deal… but we live in a particularly strong moment of narrative