Mithun VijayasΞkar

🇺🇸🇨🇦🇮🇳 Entrepreneur | Previously Product @Lukka & Engineering @Ripple, @Coinbase, @Amazon, @UCDavis

[Mithun VijayasΞkar @0xMithun]

Jensen Huang called this "the ChatGPT moment for physical AI."

I think he undersold it.

The chat window gets the headlines. The AI quietly changing the physical world is already on the road.

[Mithun VijayasΞkar @0xMithun]

And the gap isn't close.

FSD-equipped Teslas now go ~5.3M miles between crashes.

The average American driver: ~700K.

Roughly 7x safer than us.

[Mithun VijayasΞkar @0xMithun]

@Tesla's FSD doesn't get that luxury.

No cloud. No second attempt.

It makes that call every few milliseconds — on a chip dozens of times less powerful than a single GPU those chatbots run on in a data center.

[Mithun VijayasΞkar @0xMithun]

We talk about ChatGPT, Claude and Gemini like they're the edge of what's possible.

But none of them have to be right in 30 milliseconds — with a cyclist in the frame and a truck merging on the left.

[Mithun VijayasΞkar @0xMithun]

Everyone's obsessed with chatbots.

The most impressive AI I've ever used just drove my wife and me 300+ miles up the California coast.

Zero touches of the wheel. 🧵

[Mithun VijayasΞkar @0xMithun]

@ankurnagpal @avlok @immad Would love to join

[Rachel Cohen Booth @rcobooth]

“Perhaps consuming a few dozen book pages a day should become the new 10,000 daily steps — a basic foundation of activity to maintain cognitive fitness.”

https://t.co/IeOGhGmrPq

[Indigo State Of Mind⚡️ @ThirdEyeMastery]

I'm a big fan of the "GPS Theory" when you miss a turn, your GPS doesn't judge you, it recalculates. No matter how many detours you take, it finds another way forward. Life works like that too. You'll make mistakes, but your destination doesn't vanish. The route just changes.

[Dan Go @CoachDanGo]

Getting in shape is a psychological process disguised as a physical one.

[Vignesh Palaniappan @vigneshp_]

Everyone thinks Claude Code is just for engineers.

The truth is it’s one of the most underrated tools for product managers. It’s basically a cheat code for anyone buried in ops grind and endless analysis.

Here’s how I use it day-to-day 🧵

[Nick Huber @sweatystartup]

90% of folks in life play defense.

Other people make decisions and they react. They are totally out of control.

They complain, blame others and continue to react to their surroundings.

The key to life is playing offense and taking control of your surroundings.

[Vinod Khosla @vkhosla]

A short summary: https://t.co/lsTGx1VfkW
Leopold Aschenbrenner — formerly of OpenAI's Superalignment team, now founder of an investment firm focused on artificial general intelligence (AGI) — has posted a massive, provocative essay putting a long lens on AI's future.

Why it matters: Aschenbrenner, based in San Francisco, relies on lots of speculation and projection. So none of this is set in stone. But his opus is a useful, eye-opening synthesis of high-level Silicon Valley conversations.

Here are 10 takeaways that leaped out in Aschenbrenner's 50,000-word, five-chapter, 165-page paper, "Situational Awareness: The Decade Ahead":

1. "Trust the trendlines ... The trendlines are intense, and they were right."

"The magic of deep learning is that it just works — and the trendlines have been astonishingly consistent, despite naysayers at every turn."
2. "Over and over again, year after year, skeptics have claimed 'deep learning won't be able to do X' and have been quickly proven wrong."

"If there's one lesson we've learned from the past decade of AI, it's that you should never bet against deep learning."
"We're literally running out of benchmarks."
3. It's "strikingly plausible that by 2027, models will be able to do the work of an AI researcher/engineer."

4. "By 2027, rather than a chatbot, you're going to have something that looks more like an agent, like a coworker."

5. The data wall: "There is a potentially important source of variance for all of this: we're running out of internet data. That could mean that, very soon, the naive approach to pretraining larger language models on more scraped data could start hitting serious bottlenecks."

6. "AI progress won't stop at human-level … We would rapidly go from human-level to vastly superhuman AI systems."

Superintelligence, coming in 2030 A.D.?
7. AI products are likely to become "the biggest revenue driver for America's largest corporations, and by far their biggest area of growth. Forecasts of overall revenue growth for these companies would skyrocket."

"Stock markets would follow; we might see our first $10T company soon thereafter. Big tech at this point would be willing to go all out, each investing many hundreds of billions (at least) into further AI scaleout. We probably [will] see our first many-hundred-billion-dollar corporate bond sale."
8. "Our failure today to erect sufficient barriers around research on artificial general intelligence "will be irreversible soon: in the next 12-24 months, we will leak key AGI breakthroughs to the [Chinese Communist Party]. It will be the national security establishment's single greatest regret before the decade is out."

9. Superintelligence "will be the United States' most important national defense project."

10. There's "no crack team coming to handle this. ... Right now, there's perhaps a few hundred people in the world who realize what's about to hit us, who understand just how crazy things are about to get, who have situational awareness."

Reality check: Aschenbrenner, with roots in the effective altrusim movement, is an AI investor. So he's not a disinterested party.

[Mithun VijayasΞkar @0xMithun]

AI agents are now treated like teammates, not tools

[tobi lutke @tobi]

I heard this internal memo of mine is being leaked right now, so here it is:

[Mithun VijayasΞkar @0xMithun]

@BrianFeroldi Solid advice for most but if you’re planning to do a backdoor Roth IRA, rolling a 401(k) into a Traditional IRA can trigger the pro-rata rule when you do the ROTH conversion. Sometimes better to leave it in your 401(k) or roll into the new employer’s plan.

[Vinod Khosla @vkhosla]

Au revoir talent

[Elon Musk @elonmusk]

Neuralink update!

[keshav @keshavchan]

balaji srinivasan on coming up with good startup ideas

[Elon Musk @elonmusk]

Wow

[Elon Musk @elonmusk]

https://t.co/VzTxpktH1q

[Chamath Palihapitiya @chamath]

@RTanuku may have had to reconsider after the Bud fiasco, no?