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Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.

• Our readingkorrents.com

  Open models will end up serving a long-tail of specialized uses while closed models retain the most valuable applications.

  Their words

  open models are still incredibly useful, but fill a long-tail ecosystem relative to the closed counterparts that have monopoly ownership stakes in the most valuable areas like knowledge work collaboration, drug discovery, SWE, etc.

  Teaching Everyone to Fish for Tokensinterconnects.ai

Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.

• Our readingkorrents.com

  ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry.

  Their words

  You can you can take the margin like Nvidia takes the margin. memory players are taking the margin, but ASML has never risen the price more than they've increased the capability of the tool. Um, and so in a sense, they've always provided net benefit to their customer.

  youtube.com

Researcher and science writer. Co-founder and editor at Works in Progress magazine, formerly a researcher at Our World in Data, and author of the Scientific Discovery newsletter on science, global health and medical innovation.

• Lovedrcmnd.app

  Genentech: The Beginnings of Biotech

  Their words

  This amazing book traces the development of genetic engineering, and how Herbert Boyer and Robert Swanson turned the science into a commercial product by developing recombinant insulin.

  scientificdiscovery.dev

Assyriologist and curator at the British Museum; reads cuneiform, and wrote The Ark Before Noah and The First Ghosts.

• Our readingkorrents.com

  Cuneiform survived three millennia partly because the people who could read it guarded their monopoly, and literacy for all was unthinkable.

  Their words

  And it was in no one’s interest whatsoever. Nobody would ever concede any interest in the idea of literacy for all.

  youtube.com

Founder and CEO of Epic Games, creator of the Unreal Engine and of Fortnite.

• Our readingkorrents.com

  Running an app store costs about 6% of revenue, so charging 30% is something only a monopoly can do.

  Google

  Their words

  The all-in cost of operating the Google Play Store, stocking it, maintaining it, the software, the entire ecosystem is around 6% of revenue. So in a competitive market, would a company whose cost is 6% be able to charge 30%? Absolutely not.

  youtube.com

Independent AI policy researcher; led policy research at OpenAI from 2018 to 2024, latterly as senior adviser for AGI readiness.

• Our readingkorrents.com

  The United States cannot hold a monopoly on superhuman AI, so competing with China has to be paired with coexisting with it.

  ChinaAmerica

  Their words

  AI competition needs to be tempered with a recognition that China isn’t going away as a player in AI, and that coexistence must also be a part of America’s strategy.

  The Real Lesson of DeepSeek's R1milesbrundage.substack.com

Writes about the biotech industry, drug development and forecasting — “I write to learn, mostly about biotech.”

• Our readingkorrents.com

  A computational discovery platform does not make a biotech fast, because the thousand other steps of drug development are still the bottleneck.

  Their words

  Another challenge for Class II biotechs is that even if you have a nifty computational drug discovery platform, you are still often bottlenecked by the rest of the drug development process. It takes 1,000 (or more!) small steps to advance a drug through discovery, development, and past the regulators.

  A new breed of biotechatelfo.github.io