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Lenny Rachitsky Podcast
Why Netflix is betting on systems thinkers—not specialists—in the AI era | Elizabeth Stone (CPTO)
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14 September
2 September
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Their words
there is evidence that the reversal effect has weakened over time, leaving investors who bet on mean reversion and a return to fundamentals in the lurch
1 September
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korrents.com
Launch costs are on a declining trajectory comparable to Moore's Law-driven chip cost declines in the 1990s.Their words
One reason Starcloud has been so successful at fundraising is that it's a bet on launch costs decreasing, and that's like betting on Moore's Law in the 1990s.
12 August
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Their words
we see that the across the board the single PIO like pre-trained PIO7 model matches or outperforms the fine-tuned specialists that were developed with reinforcement learning post-training for those downstream tasks.
3 August
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korrents.com
Betting a robotics company on today's component prices is betting it on a number with a short shelf life.Their words
So, betting your company, betting your approach on today's hardware prices is just betting your company on a number that has a fairly short shelf life and is going to expire.
19 July
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Their words
But as a general rule, uh compared to 5 or 10 years ago, I I would believe we have fewer specialists and more people who are generalists or adaptable in multiple directions.
5 July
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korrents.com
America is a country that rewards first-principles thinkers and builders and encourages reinvention despite cynicism.Their words
increasingly I see America as the place that rewards first principles thinkers and builders; that asks "why not?" instead of telling you why you cannot; that imperfectly supports optimism, reinvention and perseverance in spite of cynicism.
24 June
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Their words
The only reason I suggested that even in the title was that I think if you have an attitude of like you don't want to try hard, or you don't like you don't want to do things yourself, and you don't want to to dig deeper into things, like you need to do that. You need to do certain things. And if you're not willing to do that, I think you should know like what you're getting yourself into
18 June
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Their words
Much of active investing is built around publicly available information and a belief in the power of mean reversion, not original research and seeking information.
12 February
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Their words
The robot arm base case saves some hourly labor at the expense of adding more skilled labor, and can easily be negative if it needs reprogramming more than a few times per year.
3 February
13 January
1 January
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Mixed onrcmnd.app
Austria 1867-1955Their words
John Boyer’s Austria 1867-1955 offers parts of the answer, though not in a conceptually organized way. It’s a work of history written for specialists, which means that the narrative serves the footnotes rather than the other way around.
26 September 2025
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Their words
I I really view myself as a classicist rather than as a contrarian. I go to what what the larger community of of thinkers about the mind have always thought.
18 August 2025
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Their words
Brett and I like betting and one of the bets we have is the year in which greater than 50% of conversations with agents built on Sierra are with people's personal agents. So agents talking to agents.
23 July 2025
From one piece Demis Hassabis: Future of AI, Simulating Reality, Physics and Video Games | Lex Fridman Podcast #475 2 beliefs, in the piece's order there
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So my betting is that it's mostly it is just classical computing that's going on in the brain, which suggests that all the phenomena are modelable or mimicable by a classical computer.
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Their words
I think fusion and solar are the two that I would bet on. Solar, I mean it's the fusion reactor in the sky of course, and I think really the problem there is batteries and transmission.
30 May 2025
6 April 2025
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Automation will not save us.
1 October 2024
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Their words
So a world divided into writes and write-nots is more dangerous than it sounds. It will be a world of thinks and think-nots.
13 December 2023
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Their words, before
precisely because smart people do devote brain-cycles to these possibilities, the rest of us have correspondingly less need to.
Their words now
I accepted what’s turned into a two-year position at OpenAI, thinking about what theoretical computer science can do for AI safety.
1 October 2023
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Their words
I often like to say that all thinkers are regional thinkers, namely they are indelibly shaped by the circumstances they grew up in
16 August 2023
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