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17 September
14 September
5 September
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korrents.com
Test-time scaling has gained a third axis of latent space reasoning iterations in looped transformers.Their words
Seems like test time scaling has gained a 3rd axis: latent space reasoning iterations in looped transformers.
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.
14 August
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Their words
buuuut my roadmap is’nt ten times shorter. and I’m definitely not ten times better at deciding what is worth building. teams haven’t started casually shipping a year of product work every month. you can look around and and it’s hard to say what software has gotten meaningfully better in the last year.
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.
29 June
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.
13 January
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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Their words
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.
6 April 2025
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Their words
Automation will not save us.
12 February 2025
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