Michael Conn

Passion for social impact, data/AI and finding growth opportunities through investing, work and life. LBS MBA grad, live in WA, USA and raising twin boys.

[Michael Conn @Conndor]

@ChrisCamillo Going to be plenty of AI Super Bowl commercials if that helps!

[Michael Conn @Conndor]

@heyitsyashu What are some of your favourite things you enjoy having it do for you, if I may ask?

[Michael Conn @Conndor]

Just yesterday I did a full uber ride with FSD on. It u didn’t know it was on, I’d have had no idea.

[Chris Camillo @ChrisCamillo]

Possibly the most important real-world FSD data point yet. $TSLA

[Michael Conn @Conndor]

Took an Uber from downtown to home in a Tesla Model Y and noticed the driver activating FSD (full self driving). Been about 18months since my last real FSD drive with lots of software and hardware updates since.

My god.

If I hadn’t realized FSD was on, I wouldn’t have known!

[Charlie Bilello @charliebilello]

5 out of the 7 stocks in the Magnificent Seven actually underperformed the S&P 500 this year, a very different picture than 2023/2024. Only Google and Nvidia outperformed.

[Michael Conn @Conndor]

@ChrisCamillo Looking forward to hearing the reviews! Good luck with it.

[Michael Conn @Conndor]

@heyitsyashu Committed to making your own memes!

[Michael Conn @Conndor]

@heyitsyashu A thought. If the litigation takes say 5 years, in the meantime 1/3rd of the SBC is recognized on the balance sheet which reduces the impact on the financials at a later date.

[NYTimes Communications @NYTimesPR]

We're pleased to announce that Adam Bernstein will be joining The Times’s Obituaries desk as a deputy editor. https://t.co/rKNFJqLSnn

[Michael Conn @Conndor]

Looking forward to learning more! Exciting times.

[Sam Altman @sama]

Today we launched a new product called ChatGPT Agent.

Agent represents a new level of capability for AI systems and can accomplish some remarkable, complex tasks for you using its own computer. It combines the spirit of Deep Research and Operator, but is more powerful than that may sound—it can think for a long time, use some tools, think some more, take some actions, think some more, etc. For example, we showed a demo in our launch of preparing for a friend’s wedding: buying an outfit, booking travel, choosing a gift, etc. We also showed an example of analyzing data and creating a presentation for work.

Although the utility is significant, so are the potential risks.

We have built a lot of safeguards and warnings into it, and broader mitigations than we’ve ever developed before from robust training to system safeguards to user controls, but we can’t anticipate everything. In the spirit of iterative deployment, we are going to warn users heavily and give users freedom to take actions carefully if they want to.

I would explain this to my own family as cutting edge and experimental; a chance to try the future, but not something I’d yet use for high-stakes uses or with a lot of personal information until we have a chance to study and improve it in the wild.

We don’t know exactly what the impacts are going to be, but bad actors may try to “trick” users’ AI agents into giving private information they shouldn’t and take actions they shouldn’t, in ways we can’t predict. We recommend giving agents the minimum access required to complete a task to reduce privacy and security risks.

For example, I can give Agent access to my calendar to find a time that works for a group dinner. But I don’t need to give it any access if I’m just asking it to buy me some clothes.

There is more risk in tasks like “Look at my emails that came in overnight and do whatever you need to do to address them, don’t ask any follow up questions”. This could lead to untrusted content from a malicious email tricking the model into leaking your data.

We think it’s important to begin learning from contact with reality, and that people adopt these tools carefully and slowly as we better quantify and mitigate the potential risks involved. As with other new levels of capability, society, the technology, and the risk mitigation strategy will need to co-evolve.

[Michael Conn @Conndor]

@maxij84 @robmaurer https://t.co/wj3jnYUF9g

He makes comments about it at 6min23sec for a bit

[Eden @ColdGoldWorld]

@Centurylink is down nationwide and they refuse to make a post about it. A simple “we are experiencing a nationwide outage and currently resolving it” would be nice, but they’re not saying anything about it.

[Michael Conn @Conndor]

@heyitsyashu The beauty of an electric car. Can close the garage door and not worry about emissions as you chill and take a moment for yourself.

[Michael Conn @Conndor]

@heyitsyashu Even industrial labor is fine by me as an investor. People will adapt and get used to it. At first smartphones were weird as it didn’t have buttons. Now you have to hunt for a phone with buttons.

[Michael Conn @Conndor]

@TslaPopInvestor @garyblack00 It gets him the most engagement by far.

[Michael Conn @Conndor]

@freshjiva @TSLAFanMtl @Tesla You’re looking at it like someone has already made the decision to buy the car.
An extra $8k would reduce a lot of buyers, even at 0% vs 6%. Yes margins may be better (assuming the cost of 0% is outweighed by the FSD tech) but the volume will be lower.

[Michael Conn @Conndor]

@heyitsyashu Which company is this a demo of?

[Michael Conn @Conndor]

@heyitsyashu Think he’s taking a page from Trump playbook and basically campaigning now and finding sound bites that get him in the media and relevant. No one cares about his stance/policy until it gets closer to the next election. Think this isn’t the last we’ll hear from him.