GV Amos

Founder · AI strategy, product & virtual economy systems, digital worlds · Ex-banking PM (Tokyo/Sydney)

[GV Amos @gamos]

Meta thread of a few favorite threads

[GV Amos @gamos]

This space heating up. Oct 20, 1 day after Amazon's TorchNeuron announcement, Google announced TorchTPU - another major challenge to NVIDIA's CUDA moat. The battle shifting to developer ecosystems?

https://t.co/q0ygHrqCLq

[GV Amos @gamos]

Amazon's TorchNeuron announcement.

This looks interesting. Raising potentials to avoid NVIDIA AI lock-in/ moat?

[Amazon @amazon]

Introducing TorchNeuron, a new open-source tool that lets developers take their PyTorch code and run it on @awscloud Trainium chips, no rewrite required.

85% of AI researchers and developers write their code in PyTorch, and now, with TorchNeuron, the tools developers already use to test, debug, and scale their models all work on Trainium without modification. Teams building everything from voice AI to drug-discovery models are already using it. ⬇️

[GV Amos @gamos]

@Wanida_Chua Ha.. not too dystopian? At least a GOTS/ hybrid stage before? :)

[GV Amos @gamos]

@Scobleizer @GundotraVic Thanks for sharing, @Scobleizer!

Here considering human <-> human needs.

A detour to human <-> AI needs..

Ok, as off topic @Scobleizer .. will repost, share some thoughts..

[Kiri @Kyrannio]

I recommend checking this out ASAP, I’m curious myself to dig in further to all of the details. It’s likely we’re going to need better tools for “replays” in situations like this lowkey

[GV Amos @gamos]

@learning_yohei The New World (2005), directed by Terrence Malick - wonderful

https://t.co/evwkp5RFdb

[World Cinema @WorldCinemania]

'The New World' (2005)

Directed by Terrence Malick

[GV Amos @gamos]

AI transformations face a structural challenge - paradigm shift to agentic/ AI-native era.

Wrote a LinkedIn article. Have a read and share your experiences, feedback, perspective

The Organization Is the Bottleneck.

https://t.co/VcoSiWpimE

[GV Amos @gamos]

@kaifulee Interesting post, YT interview. I frame as leadership/ management stye, adaptation failure being symptoms/ downstream?

The foundational challenge here is operating paradigm mismatch/ shift (per your interview) - Command and control -> AI native/ agentic.

[GV Amos @gamos]

/2 Distilled - "In mature, highly competitive system, ideas become cheap. Durable advantage migrates toward game selection, evidence, execution, risk control, organisational design, and continuous adaptation."

[GV Amos @gamos]

Excellent founder operating interview here.. ok, and trading, hedge funds..

@ethanrkho interviewing @tcoste110 .

YT interview - https://t.co/RIXPjzJKKw

[Ethan Kho @ethanrkho]

"I haven't seen a real new idea in trading in at least 15 years."

Tom Costello (@tcoste110) ran money at Tudor, Moore Capital, and Caxton. Built one of the first NLP-driven equity systems in 2003.

20 years managing capital, never had a down year.

"Comparing what a retail trader does to what a quantitative hedge fund does is like comparing driving a bus on the New Jersey Turnpike to winning a Formula One race."

We cover:
- His hot take: no genuinely new trading idea in 15 years — only better people doing the same things faster
- Why everyone in quant finance is a genius — and why that makes you ordinary, not special
- Crypto is "super smart guys cosplaying at finance" — built for retail, which is exactly why it's the easiest money in finance right now
- Why AGI won't beat the hedge fund industry — all the readily-capturable alpha is already captured
- The status trap: why the path that made Paul Tudor Jones a billionaire won't work for the kid trying to copy it in 2026
- His friend the investment banker who'd quit it all to run a 10-employee ambulance supply company worth $150M
- Why excitement is "wildly overbid" in finance — and why wanting an exciting trading job is itself a disqualifier
- The most honest end of the financial industry — and why the media has it exactly backwards

Thanks so much to Tom for coming on Odds on Open!

Highlights:
00:00 Intro
01:18 Building institutional credibility for early-stage managers
03:01 The Pareto distribution of hedge fund returns
04:25 Applying the Unified Field Theory of Finance to fair value
08:14 Trading against human incentives in a deterministic market
13:54 Why allocators don’t steal alpha from prospective PMs
25:16 Evaluating career edge in quantitative finance for 2026
30:48 Paul Tudor Jones and the art of game selection
33:42 Analyzing the economic viability of starting a new fund
35:16 Identifying common retail pitfalls: Mean reversion and arbitrage
38:55 Why there hasn't been a new trading idea in 15 years
50:33 Managing tail risk: Physics vs. deterministic financial distributions
59:10 Career pathing for PMs after a fund blow-up
1:07:53 SBF and FTX: Credibility vs. the "Founder-Genius" archetype
1:13:44 Establishing proof-of-concept through audited multi-year returns

[GV Amos @gamos]

@Scobleizer @PalantirTech Follows on from Fei-Fei Li's (World Labs) post 6/4, Satya Nadella's (MS) post 6/15, & NVIDIA collab announce 6/29. Some important points lk models aren't moats.

These are reframing/ positioning exercises. Here open weights wedge + closed environs. Distill to services marketing?

[Ivan Poupyrev, PhD @ipoupyrev]

This advice is great for all Founders! I received it from my daughter on Father’s Day.

[GV Amos @gamos]

/3 Trusted allies need to become capability partners, including through sovereign, open weight and interoperable AI efforts.

[GV Amos @gamos]

The Anthropic/ Mythos precedent is a wake-up call for US allies.Will trusted non-US partners need to rely on access by permission to US frontier models? Selective US org access has now created an uneven access environ.

#australia #japan #korea

[Anthropic @AnthropicAI]

Since June 12, we’ve been working closely with the US government to restore access to Claude Mythos 5 and Fable 5. Today, the government notified us that Mythos 5, our strongest cybersecurity model, can be redeployed to a set of US organizations that operate and defend critical infrastructure.

We’re restoring access for these organizations quickly, and we’re continuing to work with the government to expand access to Mythos 5 and make Fable 5 available for general use again.

[GV Amos @gamos]

/2 Frontier AI access can't become a permanent permission layer controlled by a small, approved, undisclosed circle.

Japan & Korea are already moving seriously on sovereign AI. Australia is significantly behind on frontier model capability.

[GV Amos @gamos]

Whoa ... this is super!

By @john_my07 , with prompt detailed.

[Johnn @john_my07]

Seedance 2.0 on OpenArt AI

Prompt:
Main subject: young Korean woman, early 20s, natural everyday appearance, faded charcoal-grey sleeveless crop top, loose high-waisted light-wash jeans, black canvas sneakers, black cord necklace, black wavy hair in a messy side ponytail with wispy bangs. Realistic skin texture, minimal makeup, warm and approachable personality. Maintain consistent identity, clothing, hairstyle, and appearance throughout the entire video.
Location: Authentic Korean residential neighborhood during a calm late morning. Narrow concrete alleys, low-rise homes, small terraces, potted plants, laundry lines, bicycles, utility poles, overhead wires, mature trees casting moving shadows, quiet residential atmosphere. No stores, advertisements, cafés, crowds, or commercial activity.
Visual Style: Ultra-realistic documentary realism. Genuine candid behavior. Natural body language. Unscripted slice-of-life feeling. Strong environmental authenticity. Rich real-world details and believable human motion.
Camera Style: Early-2000s consumer DV camcorder aesthetic. Friend casually recording everyday moments. Heavy handheld shake, imperfect framing, frequent autofocus hunting, lens breathing, exposure pumping when moving between sun and shade, occasional motion blur, subtle rolling shutter, mild digital compression artifacts, faded colors, soft contrast, slight sensor noise. No stabilization. No cinematic camera moves. No modern color grading.
00:00–00:02
Outside a small house entrance. She sits on a low concrete wall adjusting her ponytail with both hands raised. A light breeze moves loose strands of hair. She smiles naturally while the camera struggles to hold focus.
00:02–00:04
The camera follows her into a narrow alley lined with potted plants and concrete walls. She notices a stray cat approaching and crouches down. Framing drifts off-center as the operator tries to keep up.
00:04–00:06
She gently pets and feeds the cat. Autofocus repeatedly shifts between her face and the animal. Morning sunlight flickers through leaves overhead.
00:06–00:08
Small front yard beside her house. She hangs laundry on a clothesline while fabrics sway in the breeze. Exposure changes as clouds briefly pass overhead.
00:08–00:10
On a quiet terrace with a ceramic coffee cup. She sits comfortably watching the neighborhood, occasionally brushing hair behind her ear. Loose handheld side angle with natural camera drift.
00:10–00:12
Close side profile. Someone off-camera greets her. She turns, raises her hand, smiles warmly, and casually says, “Annyeong.” The camera catches the moment slightly late.
00:12–00:15
Walking slowly down a tree-lined residential lane holding her coffee cup. She notices the camera, gives a small genuine smile, then looks away and continues walking. Recording cuts abruptly to black mid-motion as if the camcorder was switched off.

Audio: Natural ambient sound only — morning birds, distant motorcycles, light wind, leaves rustling, faint neighborhood chatter, cat sounds, footsteps on concrete, fabric moving on clotheslines, subtle residential ambience. No music. No sound design. No narration.

Goal: Authentic Korean neighborhood life captured like a forgotten home video from the early 2000s — candid, imperfect, realistic, warm, and deeply believable.

[GV Amos @gamos]

@drfeifei - Functional taxonomy of world models https://t.co/fFd8E6CqBT

[Fei-Fei Li @drfeifei]

https://t.co/Kt50ttQRMJ

[GV Amos @gamos]

Interesting to connect these two framings - Satya Nadella's own the loop and @drfeifei's build the substrate?

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[GV Amos @gamos]

Superb performance!

Dayeon Yeom / Yeom Da-yeon / 염다연 performs Extinction at Prix de Lausanne 2026, 1-8 Feb.

Dayeon placed 2nd overall.

https://t.co/t79Fm2tUIu