Kevin Mackey

PNW lifer. Optimistic contrarian. Presence + Plasticity. @BuiltForLeaders. @Humble_Kings. @PLU_mbbll.

[Kevin Mackey @kevindmackey]

Right feels like a big moment in history and tipping point for human progress led by:

1. Clean energy innovation & eventual abundance
2. AI use case explosion
3. Smarter capital allocation

Or maybe it's just the Beginning of Infinity. (@DavidDeutschOxf)

Great time to be alive.

[Kevin Mackey @kevindmackey]

My original MO (age 0-4)

Do -> Learn without much thinking
Repeat

My conditioned MO (age 5-50)

Learn to think hard & pass tests -> Make plans -> Do what won't fail -> Count wins & losses

My conscious MO (age 50+)

Do -> Learn without much thinking
Repeat

[Kevin Mackey @kevindmackey]

@kendricklamar Thank you @kendricklamar. Love it. I bet it gets better with each listen.

[Kevin Mackey @kevindmackey]

@PeterDiamandis Yes, selfishly.
Life is better when I express gratitude and when I eliminate entitlement mentality.

[Kevin Mackey @kevindmackey]

I learned a lot from this amazing conversation. The next decade is going to be wild, mostly in a good way.

[Bg2 Pod @BG2Pod]

BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, https://t.co/tp3Q0jok5q & more. @altcap @_clarktang @bgurley

(00:00) Intro

(1:50) The Evolution of AGI and Personal Assistants

(06:03) NVIDIA's Competitive Moat

(15:51 ) The Future of Inference and Training in AI

(19:01) Building the AI Infrastructure

(31:35) Inventing a New Market in an AI Future

(38:40) The Impact of OpenAI

(43:25) The Future of AI Models

(46.44) https://t.co/tp3Q0jok5q and Memphis Supercluster

(51:21) Distributed Computing and Inference Scaling

(55:54) Inference Time Reasoning and Its Importance

(01:00:46) AI's Role in Growing Business and Improving Productivity

(01:08:00) Ensuring Safe AI Development

(01:12:31) The Balance of Open Source and Closed Source AI

[Kevin Mackey @kevindmackey]

This is the way.

[X-energy @xenergynuclear]

@amazon and X-energy are collaborating to expand zero-carbon power with advanced small modular reactors. Amazon’s Climate Pledge Fund, along with Citadel Founder and CEO Ken Griffin, affiliates of @ares_management, NGP, and the @UMich, have invested $500 million to support X-energy’s technology and future projects.

Read more about this groundbreaking announcement: https://t.co/QU0cLBscCL
#Nuclear #CleanTech #Xenergy @EnergyNorthwest

[Kevin Mackey @kevindmackey]

@kimbal Can't stop replaying this in my mind.

[Kevin Mackey @kevindmackey]

This will cause some anxiety but I think it's good for humanity across several dimensions including clean energy, AI, deflation, and overall abundance.

[Mark Nelson @energybants]

BREAKING: AMAZON MAKES HISTORIC INVESTMENT TO DEPLOY NUCLEAR PLANTS

Amazon has made a direct investment, the first of its kind, into building nuclear reactors to power AI.

Amazon is investing in X-Energy and joining Washington-based nuclear operator Energy Northwest to deploy nuclear energy in a planned 5 GW fleet by 2040.

After Amazon and its pears claimed for years to be using "100% Renewable power", it has become an open secret that this has only worked because of heavy use of steady nuclear, natural gas, and coal power bought as "gray energy" and taken from the local power grid.

An announcement ceremony is happening in Washington DC now.

More analysis to come.

[Kevin Mackey @kevindmackey]

@bryan_johnson We're at the beginning of Infinity. @DavidDeutschOxf

[Kevin Mackey @kevindmackey]

@SmallStepRecs Grateful to be part of the @SmallStepRecs family. 🙏🤘

[Kevin Mackey @kevindmackey]

This new @Nike @Olympics ad really embraces point #1 https://t.co/wozr65YwDA

1. Play zero-sum games with competitors.
2. Play non-zero-sum games with customers.
3. Play non-zero-sum games with teammates.

People who live all three of these are rare and valuable.

[Kevin Mackey @kevindmackey]

Play zero-sum games with competitors.

Play non-zero-sum games with customers.

Play non-zero-sum games with teammates. Compete with them - not to take them down - but to sharpen each other to beat competitors and serve customers.

[Kevin Mackey @kevindmackey]

@M3Fan What happened?

[Kevin Mackey @kevindmackey]

@SeattleSonics 🙋‍♂️

[Kevin Mackey @kevindmackey]

@george__mack These evening supplements have helped me:
- Cortisol Manager
- Magnesium L-Threonate
- L-Theanine
- Melatonin

[Kevin Mackey @kevindmackey]

Hope everyone here in the PNW is enjoying Fake Spring #1.

[Kevin Mackey @kevindmackey]

This is a parenting paradox, but my generation, as parents, have failed here. We enabled our kids to avoid suffering, and so robbed them of learning how to overcome suffering. I hope they do better for our grandkids.

[unusual_whales @unusual_whales]

Jensen Huang, $NVDA, CEO: “Resilience matters in success. I don’t know how to teach it to you, except for: I hope suffering happens to you .. because .. greatness comes from character. And character isn’t formed out of smart people. It’s formed out of people who suffered.

[Kevin Mackey @kevindmackey]

(Presence * Plasticity * Agency) / Envy = Quality of Life

Can't prove it but it's true for me.

[Kevin Mackey @kevindmackey]

@TodayInSportsCo Still have my copy.

[Kevin Mackey @kevindmackey]

@tchapmanonline You were right when you had a feelin' you could be someone, be someone, be someone.

Beautiful performance last night of a beautifully written song. Thank you @tchapmanonline.

[Kevin Mackey @kevindmackey]

@ericearling This was a beautiful moment.

[Kevin Mackey @kevindmackey]

@theallinpod Y'all are at your best as Rational Optimists. Most media pedals pessimism and cynicism, but you're uniquely qualified to share perspectives and evidence for rational optimism. @friedberg brings this to every Science Corner. More of this please @Jason, @DavidSacks, @chamath!