I think that as a form of intellectual personal protective equipment you should adopt the rule that any specific turn of phrase an LLM suggests is off limits.
But I think this impulse to gild the lily and attribute the rise of Hitler to deep intellectual trends is an example of a pretty common fallacy of assuming that an incredibly important world event must have incredibly important roots.
There is nothing wrong with promoting perspectives that have political commitments; in fact, intellectual diversity requires this, because some viewpoints include political commitments.
A third principle that liberals should embrace is that the purpose of immigration is to benefit the people who already live in the country that is receiving the immigrants. Immigration to America must be for the benefit of Americans.
While it was routine for companies going public in the 1980s to be profitable (>80% were), less that a quarter of the companies that have gone public in the last decade have been profitable.
And that embrace of people are going to use whatever tech they want to use. You can't tell people what to use very often. They're going to use whatever they want, and your job is to help them be successful on your platform, and to help your users have a great time.
And now I actually think with the power of agents um and AI broadly speaking, it's much closer to Goliath versus Goliath. Like I think but maybe the startup is like a Mecca Goliath that is like vastly enhanced by the power of agents and AI and you know, the the large companies are the sort of like more traditional Goliath, so to speak. But I think that startups now like if you properly embrace AI agents and um figure out the way to leverage their strengths in the most like ambitious ways, you can easily outcompete incumbents.
It might have worked even better as two separate books, rather than as one short book trying to do two things. But Booth's writing is soothing, and his overall message — investing is simply a bet on human innovation and progress — is a truism worth repeating. Young people, in particular, might benefit from reading it.
It surely does not “produce” one quarter of world culture or intellectual activity (if the latter is defined as influential books, of fiction and non-fiction, politics, history; films, plastic arts, music, theater etc.)
It's false to believe that a company is a democracy. The way I run the company was what I called a democratic dictatorship. And I said, I want everyone everyone's voice to be heard and then I'll be the single vote. And I think that's the way a company should be run. I think there's one CEO, there's one chef. I think a good CEO is going to seek out the intellectual honesty, the truths from everywhere and hear from everybody and then they're going to make the decision and they're not going to make the decision because it's most popular in the company.
Um, and then you stack on 70 this year, 80 next year, growing to 100 by 2030. You're at like 700 EV tools by the end of the decade. Um, 700 EV tools, three and a half tools per gigawatt. um assuming it's all allocated to AI which it's not but three and a half tools per gigawatt gets you to 200 gigawatts worth of AI chips for the data centers to deploy
So, so many of these GTM books are playbooks, especially folks selling courses and stuff, but they're playbooks. Run from the playbooks. Embrace the plays.
the improvement software improvements of really throughput in terms of tokens per dollar per watt that we're able to get uh you know quarter over quarter year over year is massive uh right so it's 5x 10x maybe 40x in some of these cases
Luckily, if you want to do what we’re forced to do and also what I want to do, which is make new IP, you need single-player games. You can launch a multiplayer game with new IP. It’s just extremely hard.
I would say do not worry too young about your career. I would say worry about having a rounded intellectual inner life, because you’re going to spend the whole of your life in your own head.
film was this high margin product where they had a bunch of unique intellectual property and digital cameras are a low margin um commodity where they were competing with the entire consumer electronics industry with no differentiation.
But they can't do everything that megapapers do, such as conveying intellectual heft and legitimacy, and they are not yet a replacement for real, diverse experts.
And it came back and half of them were great, a quarter of them were total garbage and a quarter needed some work. But like it was, you know, in a way him working the entire weekend with, you know, guidance from him.
So you if you look at the leverage in some of these securitization books and mortgage books if you have 30 times leverage and you're getting 20% of the profits you'll go to 40 times leverage. It's just going to it's literally will add you know 25% to your bonus.
it's a luxury good like you're not paying the penalty for that the people who embrace it and think that they can just ask AI for everything or they can just look everything up but they don't have to understand the copy pasta that they slam into their project they're the ones who going to suffer
Their words now
Where I get fired up, and this ties back to the AI discussion, is when that's turned into this meme, that programmers no longer have to be competent. I mean the AI is gonna figure it out. The generators is gonna figure it out. I don't need to know SQL, active record is gonna abstract it away from me. No, no, no dude, hold up. The path here is competence.
the definition of a “good business” has changed from one that makes good products at a fair price to a sustainable and loyal market, to one that can display the most stock price growth from quarter to quarter.
Whereas something like Microsoft, they made VS Code as a loss leader. Copilot's probably operating on a loss leader. These things are all getting you so tied into, GitHub, remote workspaces, CI, Copilot, you become this trapped in permanent person and if that price rises, the switching cost is so great at some point that you'll never be able to switch.
I try to focus 20% 20 to 25% of growth team's time annually, not every given sprint, not every given quarter, but annually, to introduce a new growth loop.
So many of the worst things about video games are not just reluctantly tolerated but enthusiastically embraced because, through association, they have become emblems of our beloved hobby/artform/lifestyle.
So in historical terms and intellectual terms, what is happening today in the war between Russia and Ukraine is the vision on one level or another level that was formulated by the noble laureate Aleksandr Solzhenitsyn, half Russian, half Ukrainian.
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