@pmarca@pmarca Curious how you’d answer the following:
Meet the horse. Horses had two centuries of “technology creates more demand for horses,” railroads increased horse employment, until the substitute became general-purpose, and then the mechanism didn’t slow… it inverted, fast.
Known is built around the belief that the best introductions happen in real rooms. Every so often, we get to prove it.
We are hosting a poker night with Adverb Ventures in the Marina on July 14. Real dealers, bites, drinks, all levels welcome. Both teams will be there.
Register here: https://t.co/vPQ2r1JX3H
@taxcounsl@comic@JohnLeFevre Exactly. If you rob a bank, buy lottery tickets, hit the jackpot, and pay the bank back - you still robbed the bank. Intent and the act are complete at the taking.
@rabois the craziest part of this whole ordeal is that if Wemby's flagrant was called correctly upon review yesterday, after his flagrant this game, he'd now be suspended.
@KnicksMemes@rabois Thoughts? This is a textbook flagrant 2 IMO. The mechanism that makes this a 2 and not a 1: contact is to the head/neck area, it's away from a legitimate play on the ball, and the wind-up shows intent to redirect the body to the ground.
@lithos_graphein Nikon is the next Intel.
Just like how Intel got rescued by fab shortage even though TSMC is much better, Nikon will be rescued by lithography shortage within a few years even if ASML is better in every way demand will just be so much higher than what ASML can supply.
Introducing the ChatGPT Futures Class of 2026—26 honorees from the first graduating class to have had ChatGPT throughout all four years of university, who used AI to:
- Map 1.5M previously unknown objects in space
- Detect disaster survivors through walls and debris
- Make 100M+ galaxy images searchable
- Preserve endangered languages
- Build infrastructure to reroute 5M+ pounds of unsold inventory from landfills
Introducing the ChatGPT Futures Class of 2026—26 honorees from the first graduating class to have had ChatGPT throughout all four years of university, who used AI to:
- Map 1.5M previously unknown objects in space
- Detect disaster survivors through walls and debris
- Make 100M+ galaxy images searchable
- Preserve endangered languages
- Build infrastructure to reroute 5M+ pounds of unsold inventory from landfills
@SeanZCai networks erode, tooling gets replicated (and the labs build their own). Process knowledge transfers when key people leave. None of the three are obviously durable on a 5-year horizon, and the labs have every incentive to commoditize all three.
@SeanZCai and last the unstated assumption in the bull case is that "scalable QA'd data production" is a defensible business. It might not be? The defensibility comes from one of: (a) proprietary expert networks, (b) proprietary tooling/infrastructure, (c) accumulated process knowledge.