jonathan huang

investing in the future of entertainment @bitkraftVC

[jonathan huang @fareastwitcher]

This weekend I found myself completely lost in vibecoding what I've always wanted to build: A Diablo-like, 2.5D isometric fantasy dungeon crawler (I am not known for my originality)

I used @cursor_ai as the IDE and alternated between @grok and Claude Sonnet to build out the code and debug whenever either got stuck. I have zero coding knowledge and this was candidly quite daunting before I started, but when I did start I found the hours whizzing past. I also found myself really enjoying the experience, which is nice. It felt like finding a new hobby.

I highly recommend people give this a whirl. The possibilities are limitless and the future is very very bright. All you need is curiosity, willpower, and patience!

[Zephyr @zephyr_z9]

The fall is so stupid
U don't really need 1.5TB per CPU for training, chatbot interactions, and light agentic workloads
Provisioning that much DRAM for them will just lead to underutilization and waste of resources (500GB-750GB per CPU is enough)
My biggest fear was Nvidia being unable to sell finished Rubin NVL72 racks becuz of the DRAM shortage
Now they can handle demand in a much better way

[jonathan huang @fareastwitcher]

there is a classic venture heuristic that revolutionary products tend to start out looking like toys, but it is increasingly clear to me that this framework is breaking down in real time because of a quality that AI confers to the reality we live in: time compression

this generation of founders no longer have the luxury of time on their side to incubate a toy and slowly build it into a platform anymore

the traditional playbook, and when i say “traditional” i am referring to the AI thought pieces from the *distant* 2024/2025, revolved around find a wedge that is 1000x better than incumbents, then systematically verticalize

I’d argue you’re probably going to be way too slow if you are building that way

i think winning this race requires teams that have the right constellation of capabilities to build from the terminal state from day 1

which capabilities you ask? read this longer piece from the indelible @SpencerMa_ on world models to find out

DMs open if you are one of those teams

[BITKRAFT Ventures @BITKRAFTVC]

https://t.co/CZB8v0qpBu

[jonathan huang @fareastwitcher]

@allEckwitty @ebitdaddy90 which means you two kinda agree ig. the fact that analysts dont know how to conduct DD, or conduct only first order thinking DD, and take whatever agents spit out on face value more than previous generations, is one of the inefficiencies that OP talks about arbing

[Demis Hassabis @demishassabis]

I've always been passionate about games and they've played a big part in @GoogleDeepMind’s history, as the perfect proving ground for AI. Thrilled to announce this research partnership with @FenrisCreations - @EveOnline is one of the most extraordinary games ever built and has an amazing community. Very excited to work with @HilmarVeigar and the team!

[Sahil Bloom @SahilBloom]

Career advice nobody told you: You have to demonstrate excellence in everything you do. Your income scales proportional to the amount of excellence that you're able to demonstrate. Strategic incompetence is a lie. You don't get to pick and choose when to show up, because the world will ignore your best and judge you for your worst. Everything matters. Every single thing. Top performers show up with energy and enthusiasm for the little things just as much as they do for the big things. If you're in the top-10% of performers, there's no ceiling for what you can do. But the self-awareness to identify where you currently stack up, and adapt to the honest feedback on it, is very rare. If you're in the top-10%, you know it. If you're not, figure out why and fix it.

[jonathan huang @fareastwitcher]

@VivianBala @Gavriel_Cohen @karpathy Doing us proud sir 🇸🇬

[arian ghashghai @arian_ghashghai]

Once again, the modern VC industrial complex perpetuates startup short-termism

Businesses that are hard and important, but need time to turn profits, is why VC exists as an instrument (i.e. long term investment with asymmetric upside)

With VCs now incentivized to produce short-term scoreboard results (e.g. markups -> consensus investing) motivated by AUM “prestige”, less and less firms are incentivized to actually bet on something with the view of success on a longer time horizon and instead make investments by underwriting the likelihood a company attracts more investment from someone else in <3 years

[Elon Musk @elonmusk]

Indeed, it was *because* I was not from the aerospace industry that SpaceX made such radical breakthroughs. Same for Tesla.

Those in the industry would have if they could have.

[jonathan huang @fareastwitcher]

@DannyLimanseta that label is mostly a defence mechanism by those afraid to embrace the new :)

[jonathan huang @fareastwitcher]

@illyquid are you not worried that the smaller peripheral players hiking prices usually portend deep late-cycle behaviour

already saw Gartner predicting prices killing consumer demand, now suppliers in general piling in capacity

clock ticking

[jonathan huang @fareastwitcher]

PSA: this is a prosumer research tool with powerful web crawling capabilities which means it’s great for fundamental, qualitative research but it is by no means going up against BBG terminal (quantitative, tick by tick data, opaque fixed income markets)

apples and oranges..

[ₕₐₘₚₜₒₙ @hamptonism]

Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal...

Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance:

[jonathan huang @fareastwitcher]

@edison0xyz @PanteraCapital @Karatage_ @wmt_ventures @cbventures well fking done Ed 🇸🇬

[jonathan huang @fareastwitcher]

perhaps my favourite learning about @steipete is him quoting Howard Stark from Iron Man 2. incredible auramogging

[jonathan huang @fareastwitcher]

@zarazhangrui once you go through a few of them you realise most are just posting to farm engagement vs actually teaching anything

[jonathan huang @fareastwitcher]

pray this does not happen, behave like it will

[Miles Deutscher @milesdeutscher]

In 10 years, there will be two classes of people.

Economists call it the "K-shaped economy" - and the next 2-3 years will decide which line you're on.

• An overclass that uses AI as a lever to build wealth, automate income, and make decisions at a speed no human can compete with alone.
• And an underclass that gets managed by it.

This isn't just "coming". It's already happening.

Some mind-blowing stats:

• Workers with AI skills earn 56% more than the same job without them. That premium doubled in a single year.
• Industries adopting AI are seeing 3x the revenue growth per employee.
• Meanwhile, 90% of workers haven't taken a single hour of AI training.
• Goldman Sachs estimates 300 million jobs will be affected by AI by 2028. That's 24 months from now.

If you're reading this now and you haven't built systems with AI - haven't automated a single workflow, haven't used it to create anything that makes you money or makes you irreplaceable - you are currently on the wrong line.

That's not an insult. You have the agency to change your trajectory right now.

But six months from now, the gap will be twice as wide. And a year from now, it may not be crossable.

[jonathan huang @fareastwitcher]

@PartyIconsOGX @ekko_engine Let’s go Ekko!

[Logan Kilpatrick @OfficialLoganK]

my competitive advantage is that i'm having fun

[jonathan huang @fareastwitcher]

video games sell cosmetics
agent generated worlds sell agency

the age of infinite passive content will destabilise the attention economy, and manipulating outcomes through agents represents one of the various ways the current and future generatations will be entertained

this is the beginning of the return of the metaverse, you just don’t know it yet

[BITKRAFT Ventures @BITKRAFTVC]

https://t.co/69sMdhXdpU