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18 September
16 September
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korrents.com
AI-assisted biological research still depends on physical wet-lab work that remains a necessary bottleneck for now.Their words
This physical work will remain necessary for the foreseeable future.
What AI can and cannot do in biosecurityyourlocalepidemiologist.substack.com
15 September
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korrents.com
What limits AI automating a workflow is how well the workflow is codified, not the underlying modelTheir words
The bottleneck is not the model, it is the codified workflow.
14 September
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korrents.com
Migrations are part and parcel of software engineering and a skill to invest in, not special one-offs to avoid.Their words
migrations (e.g. replacing one service with a new one, or switching database engines, or whatever) are part and parcel of software engineering and are a skill that you should invest in and get good at, not avoid or treat as special one-offs.
10 September
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Their words
I don’t think it’s responsible for high long-term rates, any more than Bill Clinton was responsible for high rates in the late 1990s. This looks like the natural market response to the rush to invest in AI.
9 September
8 September
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Their words
the new bottleneck in software engineering: review, testing and QA
5 September
4 September
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korrents.com
The biggest problem in robotics today is data, not chips; chips become the bottleneck later.Their words
We should zoom out and recognize the biggest problem right now in robotics is actually data. One day it'll be chips, but for now it's data.
3 September
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Their words
it's someone who gets what they want in any situation. And so, if you invest in them and you have stock in their company and they have stock in this company, your interests are aligned. If they get what they want, you get what you want, so that's why investors want people who are formidable.
2 September
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korrents.com
Investing in strong fundamentals and invisible supports makes good outcomes follow naturallyTheir words
Invest in building strong fundamentals, invisible supports, and outcomes flow like water.
1 September
29 August
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Their words
I read every DM people send me, even if I don’t reply to all. I’m constantly learning about new ideas, ways to improve our product, where we’re falling short, who could join our company next, where to invest… very grateful for the @x platform.
25 August
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Their words
This is a computer system made for pros, and I mean that in the sense of professional computer lovers. People who are willing to invest time and energy into learning how their system works, and reap the benefits that come from that investment.
24 August
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korrents.com
Planning a day or a week in advance works because it pays the brain's decision cost once rather than dozens of times.Their words
Every decision has a cost in terms as we've seen the brain having to put in invest fuel to make that decision. So if you're having to do that every time you make a decision, that can seem very burdensome. Whereas if you did it once in a big way where you planned it out for the day or the week, maybe the costs in terms of the activation energy required for the brain is much lower for you if you do that.
21 August
18 August
12 August
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korrents.com
In California, lack of money is not what stops public beautification projects from getting built.Their words
The client was hoping for an instruction manual on buying beauty, but at least in California, money isn't the bottleneck.
11 August
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korrents.com
The least verifiable part of AI research is the judgement call about what goes into the one big training run.Their words
Like the thing that I think is most likely to be sort of the bottleneck in terms of like the AI are really good at verifiable domains but not not at doing the actual thing is just like big experiments. You only get a few tries um well a few is maybe a bit understated but like basically like historically R&D has been driven by doing near frontier scale experiments and that has been pretty important and like actually doing the one big training run where you decide exactly what to include in that.
10 August
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Their words
So we conjectured that the lack of data was a huge part of the reason that's the lack of progress in AI. So we took a departure from everybody else who are really focusing only on algorithm and said that we need data. we need data to drive these algorithms.
7 August
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Their words
And so we can distribute the voting across a lot of the company for this initial review, which is essential because if you're doing anything cool, by the time you get a couple years into it, that top of funnel is overwhelming. And if you place any in any small group of employees or any one person in the way as a bottle bottleneck on this, they will absolutely bottleneck the whole rest of the organization.
29 July
From one piece Alexandr Wang: “This is a Once-in-a-Civilization Opportunity” 3 beliefs, in the piece's order there
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Their words
I mean, I think for the history of humanity, um you know, groups of smart people getting together towards a shared goal was was the bottleneck of progress. You know, US The United States of America in some sense was an example of this. Like the United States of America was formed from a smart group of very smart people getting together and having a vision for the future that they wanted to enact.
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Their words
the other piece of advice I would have is try to identify what is the what is the exponential in the world that has both the steepest curve and will go the longest. And you know many decades ago this curve was was Moore's law and that probably was you know that was at the time like clearly the right thing to invest on. I think right now it's AI progress
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Their words
I think we're at this like in amazing moment in the world where the bottleneck is not the progress of the AI models, the bottleneck is diffusing that through the rest of the world and and helping the world adapt to this amazing technology that already exists. Like I think if the models didn't improve at all from today, there would still be like decades and decades of like total upheaval and change in the economy and how the world operates and and everything around us
26 July
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Their words
You don't invest in companies, you invest in people.
21 July
20 July
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Their words
And what they found is there's kind of this um bell-shaped curve between energy availability and brain volume. And in general, brain volume, right, the more the better, right, we think. And so if you're chronically calorically restricted, your brain is smaller um because you just don't have the resources to invest in, you know, the structure um and to maintain it. At the other end, you see the same thing. So if you're chronically in a chronic state of chloric excess, you also tend to have a smaller brain on average.
15 July
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korrents.com
Under rising uncertainty, people should shorten their planning horizon rather than invest in a distant future.Their words
When uncertainty rises, your horizon should become shorter-term.
14 July
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Readaffiliate linkrcmnd.app
How NOT to InvestTheir words
Ritholtz does exactly that, running through such surefire ways to wreck your wealth as ignoring taxes, paying excessive fees, misinterpreting data, overreacting to short-term trends, and trading too much.
7 July
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Their words
it's more important to invest in trains that can get more riders than just the railfans; taking a line from 0% to 5% modal split is less important than taking it from 20% to 40%
Prioritizing Rail Expansion in New Englandpedestrianobservations.com
5 July
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korrents.com
AI has made ability nearly free, making taste the main bottleneck separating good creators from mediocre ones.Their words
As AI has allowed more and more people to create things, the biggest differentiation, the biggest skill people are lacking, is taste itself.
26 June
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Their words
and I don't think we're headed to that world largely because of the fact that the models rely so much on large scale test time compute in order to achieve um their greatest intelligence. If you if it requires so much test time on compute to unlock the full capabilities of the model, then that means you're bottlenecked by time
18 June
From one piece Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan 2 beliefs, in the piece's order there
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Their words
And then frankly speaking, I look back nine of the 10 company I invest halfway they change their business plan because market have changed.
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Their words
So I think power, thermal, those become the bottleneck. So I think I always look at from what is the problem we try to solve? Is it real? Is customer crying for it?
9 June
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Their words
the investor community writ large has slowly become aware of and believes it strongly in increasing returns and power laws. And so over time, if they all believe that, they're going to be more willing to invest on the come and take risk.
7 June
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korrents.com
Incumbents are unseated by a fundamentally different product, never by better features or better marketing.Their words
I invest in the deep technologies that are going to unseat the incumbents because it's going to change the market or the product in such a dramatic way that customers will choose this.
4 June
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Their words
So, what you need is that basically demand to be bounded, like a hard bound, not even like a soft sort of like diminishing sensitivity. You need for them to eventually say, "I've had enough. I don't want to spend any more money." And for that money to not enter as investment.
3 June
3 May
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Their words
The bottleneck has shifted from doing the work to writing clear specs and reviewing outputs fast enough to keep the pipeline moving-the middle is hollowing out.
26 April
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Their words
for us design actually has always operated as like a bottleneck at the company, which is incredibly important, right? It's intentional that things need to be approved by design to ship.
22 April
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korrents.com
AI-written code makes formal proof necessary, because human review of all that generated code becomes the bottleneck.Their words
But also LLMs increase the need for these formal proofs because, you know, we're live coding a bunch of stuff. If we have to manually review all of that code, then that will become the bottleneck.
16 April
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korrents.com
The real bottleneck in product work is discovering a solution worth building, not building it.Their words
Now, it’s clear that the real bottleneck is in discovering a solution that’s worth building.
15 April
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Their words
And so none of that my point is that none of the bottlenecks last longer than a couple 2 three years. None of them.
7 April
From one piece Michael Nielsen – Why aliens will have a different tech stack than us 2 beliefs, in the piece's order there
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Their words
So certainly one thing that a lot of them seem to be bottlenecked on is now having interesting ideas and in particular having interesting design ideas.
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Their words
the point is that where we always get bottlenecked is where the the previous processes and and and heuristics don't apply. Right? Like that's almost sort of definitionally what causes the bottlenecks.
25 March
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Their words
With an orchestrated army of agents, there is no bottleneck, no human pain. These tiny little harmless booboos suddenly compound at a rate that's unsustainable. You have removed yourself from the loop, so you don't even know that all the innocent booboos have formed a monster of a codebase. You only feel the pain when it's too late.
22 March
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Their words
And not only that, but like humans were already a bit of a bottleneck in the review process. Now it can be worse because things that we fairly straightforward changes that some companies had automation around reviewing, they've removed that reviewing because if AI is involved and they're worried about the verifiability or the reliability of the code.
14 March
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Their words
players who are also commentators give better commentary than people who are just commentators. Stock analysts who never invest have zero skin in the game.
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 2 beliefs, in the piece's order there
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Their words
So to scale compute further right there's some different bottlenecks this year next year uh but ultimately by 2829 the bottleneck falls to the lowest rung on the supply chain which is ASML right ASML makes the world's most complicated machine i.e. an EUV tool.
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Their words
Yeah, I think the biggest bottleneck is compute and for that the longest lead time supply chains are not power or data centers. They're actually the semiconductor supply chain themselves, right? It switches back from being power and data center uh as a major bottleneck to chips.
22 February
10 February
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Their words
The "homework problem" described above might be much worse in practice for end users who aren't motivated to invest in their email triage systems, even if it will save them time in the medium term.
10 December 2025
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Their words
With so many professional money managers afraid to act, with most of the public in the grip of fear and anger, you should put your cash and your courage to work.
15 August 2025
From one piece China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer 2 beliefs, in the piece's order there
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Their words
And the bottleneck prior to what we call the industrial revolution was uh metabolism, right? It's just like how much like oats can a human or a horse physically digest and then convert into useful mechanical output for you know their their um their peasant overlord or whatever.
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Their words
They're focused on the chips, right? Because they understand like the key bottleneck is the chips, not the solar power, right?
13 August 2025
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Their words
I’ve rarely seen a more capitalist society than China, from the pure economic side. I’ve rarely seen companies that are as competitive as Chinese companies. People as ambitious and obsessed with making money as Chinese people. Kind of ruthless actually. And look, consumers shop, firms invest. If you invest well financially, you’ll get great returns. What is not capitalistic about the Chinese economy? At the same time, the social fabric is highly socialist.
4 August 2025
2 August 2025
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korrents.com
Not every bottleneck on medical progress is one AI can remove, and which ones will remain can be guessed at now.Their words
But I don’t think all bottlenecks on medical progress are equally AI-able in the next decade, and I don’t think all will become irrelevant.
What does AI progress mean for medical progress?blog.jacobtrefethen.com
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Their words
Measles is technologically “solved”, but not everyone trusts the solutions or their messengers.
AI will not suddenly lead to an Alzheimer's cureblog.jacobtrefethen.com
19 April 2025
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Their words
People who can be trusted to make something inevitable are really rare, and are typically the bottleneck for how many different things a team or company can do at once.
14 April 2025
From one piece Tariffs, saving, and investment 2 beliefs, in the piece's order there
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korrents.com
The binding constraint on building anything in America is permitting and litigation, not money.Their words
Endless lawsuits, cost-exploding contracting requirements, decades to get permits, and more bedevil any attempt to invest here.
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korrents.com
The American trade deficit is foreigners choosing to invest in America, not America being cheated.Their words
this story tells us how an increase in foreign demand to save in the US rather than at home will push up the dollar, and cause the trade deficit, which is in effect how foreigners send us factories which they would rather build here than in their own countries.
22 March 2025
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Their words
Most of the time I'm not thinking, I'm programming. I know what I want to do, I want to go as fast as possible because I've been just doing it for so long and I'm so familiar with the general space that it becomes a huge problem for me. I cannot tell you how many times that I've been purely bottlenecked by the fact that I just can't type fast enough and I just need to get it out of my head onto the text editor.
16 March 2025
7 March 2025
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Their words
In a vibe coding future, companies will hopefully invest more in understanding user needs, refining the interface, and polishing details that delight users, because those are harder for AI to get right without guidance.
3 February 2025
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Their words
Interesting thing is certain regions of the US transmitting power cost more than actually generating it because the grid is so slow to build. And the demand for power, and the ability to build power, and re-ramping on a natural gas plant or even a coal plant is easy enough to do, but transmitting the power's really hard.
17 September 2024
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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.
13 July 2024
25 April 2024
20 March 2024
20 February 2024
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korrents.com
About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing.Their words
I even recommend for individual investors to invest in a dozen companies, you don't get that much more benefit of diversification going from a dozen to 25 or even 50.
22 March 2023
31 December 2022
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Their words
As the forest grows darker, noisier, and less human, I expect to invest more time in in-person relationships and communities. And while I love meatspace, this still feels like a loss.
1 September 2020
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Their words
If you're not comfortable typing a lot and you'd rather not write something down then typing is the bottleneck and you need to fix it. Typing is not something you should need to think about.
25 August 2020
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korrents.com
Building automation that doesn't address the actual bottleneck to shipping adds noise rather than helping ship.Their words
If what's holding you back from shipping is, say, getting more customer input, or a brittle release process, or flaky monitoring, or missing tests, then all the bot does is to add noise. It doesn't help you ship.
16 September 2019
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Recommendsrcmnd.app
Do Dice Play God?: The Mathematics of UncertaintyTheir words
The thing I'd say about Do Dice Play God? is that it is very rewarding, but you do have to invest in it.
20 August 2019
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Mixed onrcmnd.app
REAPERTheir words
It's basically the Vim of audio editing software, so I wouldn't recommend it if you don't have the time and energy to heavily invest in customizing it for your workflow, but I can move like lightning in this thing.
28 October 2018
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Lovedrcmnd.app
Invest Like the BestTheir words
Invest Like the Best with Patrick O’ Shaughnessy. This is the best business podcast out there.
15 November 2017
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