Kyle Chaning-Pearce

Building things: - NYC social club Tribeca
- financial modeling

[Kyle Chaning-Pearce @krcp]

@EmanuilIvanov72 @alojoh Same story. Out of Tesla out at 380-430. Into Micron at 360-420 and NVDA at 167-185.
Life before and after AJ can be separated into white-knuckling the TSLA rollercoaster, versus calmly deploying for the most attractive opportunity at the time (and usually, watching it print)

[Bryan Johnson @bryan_johnson]

Two weeks without mobile internet improved mental health more than antidepressants and reversed roughly 10 years of attentional decline.

Screen time dropped 49% (314 to 161 min/day).

[Kyle Chaning-Pearce @krcp]

@alojoh ^^ HC sub here. Yep, confirmed

[Daniel Faggella @danfaggella]

Monkeys:

"If we became super powerful, we'd, like, have unlimited bananas, HUGE forests of bananas, that's the PEAK of power!"

Humans:

"If we become super powerful we'd be able to ascend the Kardishev scale, man!"

if humans actually ascend to vastly higher levels of power and capability, it will patently obviously involve:

(a) mostly posthuman minds doing the thinking and acting, and

(b) achievements and waypoints of progress and power as far beyond all possible human conception as the "Kardishev scale" is beyond the possible conception of ring-tailed lemurs

but people don't like this

people want "progress" to look like sci-fi movies where hairless apes are the eternal main character, and all cosmic giga-projects are comprehensive to, and driven by, hominids

people don't want to think about incomprehensible cosmic-level complexity unfolding beyond mankind

but we should be thinking much more seriously about the trajectory of how that intelligent process unravels into the cosmos beyond us, and stop pretending that all of it will be eternally human-led (a position which AGI will prove is not tenable / not rational)

[Kyle Chaning-Pearce @krcp]

@EricJorgenson @elonmusk I have combed through his ideas for years, and this is an epic collation and reminder! Congrats Eric.

[Kyle Chaning-Pearce @krcp]

@EricJorgenson Reading now. It's epic. Congratulations.

[Kyle Chaning-Pearce @krcp]

Agree. The $7 is a no brainer. The "grounding in reality" is priceless. Weekly updates & share corridors is invaluable.

But for more fine grained trading opportunities & explanations, and ability to have AJ answer your questions... higher sub is like being tapped into the matrix.

[Miles Deutscher @milesdeutscher]

AI will literally never replace you if you do these things:

• Ask better questions than everyone else
• Solve real problems
• Stay curious
• Learn to sell
• Develop taste
• Learn storytelling
• Build distribution
• Build a reputation that precedes you
• Take calculated risks
• Move fast (speed/agency is the new moat)
• Build real relationships + network

Stack as many of these traits/skills as possible over the next ~12 months.

[Kyle Chaning-Pearce @krcp]

@alojoh AJ, you're the closest thing to a money printer! Recommending to friends - thank you.

[AJ Investment Research @alojoh]

Brilliant call! 👏
https://t.co/vX01y2tAyn

[José Maria Macedo @ZeMariaMacedo]

The 3 biggest trends I see shaping the world, and the ones my entire portfolio is built around:

-AGI / automation
-A shift from a unipolar to a multipolar world
-Debt up, fiat currency down

Everything else is downstream of these

[Kyle Chaning-Pearce @krcp]

1. What specific capability or demonstration - something we could point to and say 'that, right there' - would convince you we've crossed the AGI threshold?

2. Does the path to AGI run through systems that maintain coherent goals over long time horizons? And if so what is the binding constraint (compute, context reliability, self modeling of uncertainty)?

3. Is scaling compute necessary to reach AGI/ASI, or do you think there will be a new paradigm?

4. Is there a limit to intelligence? I.e. if we define intelligence as compression of predictive models, is there a ceiling?

5. Which of Tegmark's scenarios have become more likely over the past 10 years, and which have you personally updated away from?

[Kyle Chaning-Pearce @krcp]

@danfaggella Checks out