Rich

Intelligence is becoming abundant. The freedom to act on it is not.

[Rich @edwrdsr]

@debs_obrien When HR runs things, this is the result. Bureaucratic chaos

[him @gajria]

@LayoffAI Labour is done. Capital is all that matters. Try to accumulate as much of it as possible.

[Rich @edwrdsr]

Bragging about your coding skills is similar to someone bragging about riding a horse, or even more recent, bragging about manually driving the best.

[Rich @edwrdsr]

One way that AI is bigger than the internet itself

[signüll @signulll]

it’s kinda ridiculous how much ai generated imagery has already made it into the physical world.. i recently saw a restaurant menu that was obviously ai, billboards, the little sidewalk signs for sure, etc.

once you start noticing it, you simply can’t unsee it. it’s everywhere.

& this is not even close to the beginning.

[Rich @edwrdsr]

@FiSurgi Happy birthday!

[Rich @edwrdsr]

The game is accumulating capital - skills, knowledge, network, and resources.

Capital compounds into leverage. Leverage creates optionality. Optionality buys long-term freedom.

The endgame is building on your own terms, without permission.

[Rich @edwrdsr]

How can a post become more prescient over time?

[him @gajria]

Compute will become worthless.

The GPU barons spending billions on compute farms today are akin to the carriage barons of the 1900s that spent building out infrastructure for horse carriages, lengthening the bottleneck, blind to the machine that’s coming to widen it.

Trade: the DuPont family started buying General Motors stock in 1914, when the auto industry was still young and one that was treated as a niche.

I.e., compute becoming valuable because AI feeds on it is not a moat, but a bounty, an incentive for engineers to solve its scarcity.

1. AI demand makes compute scarce.
2. Scarcity makes compute extremely profitable.
3. Profit attracts capital into photonics, neuromorphic chips, wafer-scale chips, better memory, better cooling, better networking, better algorithms.
4. Compute gets cheaper per unit.

As better ways to compute, better means to produce compute, or better ways to use compute arise, all the capex we burnt on traditional compute will go to waste, leaving dead assets in the books of several corporations.

In the 1800s, agriculture depended heavily on natural nitrogen sources like Peruvian guano and Chilean nitrates. These were scarce, and inconveniently located making them geopolitically strategic. Then, two german chemists, Haber and Bosch, developed a way to fix nitrogen from the air into ammonia, with lab success in 1909 and industrial scale by 1913. The previous scarcity, “where do we find enough nitrogen?” (Akin to “where do we find enough GPUs”), was attacked by an advancement: Industrial chemistry.

[DAN KOE @thedankoe]

AI made it so anyone can build anything, but everyone was already distracted, so AI just made it 10x worse. Your competition was non existent to begin with, and your only real competition is your own mind.

[Rich @edwrdsr]

Nothing challenges you like fatherhood, not even marriage (though a close second)

Reason being is because our children are our mirrors. Anything we notice in them ultimately came from us be it behavior, traits, etc.

And that’s the challenging part in addition to providing in all ways for them. It’s the added labor of working on ourselves to be better, and do better while teaching them to do the same.

[Rich @edwrdsr]

@CartuneNetwerk Worth it

[Rich @edwrdsr]

@SymoneBeez @_masterinvestor Definitely a no brainer when looking from the lens of all his companies merging under the SpaceX umbrella and how they fit.

Starlink mobile for phones will be a killer new service

[Rich @edwrdsr]

@iamgingertrash Demon in human form

[Rich @edwrdsr]

@Cernovich Best nuggets ever

[Rich @edwrdsr]

@SawyerMerritt @Tesla Awesome feature. Recently rented one for my AZ trip, luckily it had FSD but normally it’s not easy to determine

[Rich @edwrdsr]

A new renaissance is upon us

[Rich @edwrdsr]

My birthstate

[JT @viewfinderthis]

Autumn in Northeast Pennsylvania

[Rich @edwrdsr]

People keep saying Elon is building a phone network.

Yeah, that’ll exist. But it’s not the actual play.

The real move is distributed networking + comms for machines.

AI agents, Optimus, robotaxis, the whole SI stack. Those things will burn through bandwidth like it’s nothing, way more per agent than a human, and there’ll be way more of them.

Starlink scale (sats, spectrum, hybrid ground stuff) is sized for that machine demand. Human phones are just the side quest.

[Rich @edwrdsr]

@niccruzpatane @Starlink @Tesla @SpaceX Wtf, we don’t deserve this treatment

[Rich @edwrdsr]

@iamgingertrash We need to reach for the stars - literally anyway

[Rich @edwrdsr]

@SawyerMerritt The network is mainly for Tesla/SpaceXSI, the byproduct is another network for people to use for mobile use