noah

[noah @ncnagle]

@BenjySarlin KAT trade was pretty controversial and has aged very well

[noah @ncnagle]

@NelsonXLee who are the founders of argos research? don't sleep on the east end. @chexymoney knows.

[noah @ncnagle]

Legend

[Toronto Star @TorontoStar]

#Breaking: Barrie man accused of piloting over 900 Air Canada flights without valid licence facing multiple criminal charges https://t.co/bPPcqG1YYm

[noah @ncnagle]

@AndreasSteno will reaccelerate when the frontier moves forward

[noah @ncnagle]

It’s become so deeply consensus in my circles that the @SpaceX IPO is an overpriced retail exit.

Put the “never bet against Musk” thing aside: is it really that unreasonable to think the PV of dominant control over low-cost access to orbit could be worth ~40% of Nvidia?

[noah @ncnagle]

@DanBochman Now do the growth rates

[noah @ncnagle]

@ShiDavidi Blues Jays analysts get live ABs against Scherzer?

[noah @ncnagle]

@scottastevenson All things related to pets are very price insensitive

[noah @ncnagle]

Gradually and then suddenly

[OpenAI @OpenAI]

Today, we share a breakthrough on the planar unit distance problem, a famous open question first posed by Paul Erdős in 1946.

For nearly 80 years, mathematicians believed the best possible solutions looked roughly like square grids.

An OpenAI model has now disproved that belief, discovering an entirely new family of constructions that performs better.

This marks the first time AI has autonomously solved a prominent open problem central to a field of mathematics.

[noah @ncnagle]

this is amazing generalization of physics

[Sundar Pichai @sundarpichai]

Gemini Omni doesn't just build scenes that look real, it reasons about what should happen next. It combines an intuitive understanding of physics with Gemini's knowledge of history, science, and cultural context.

Rolling out today starting with video outputs to Google AI Plus, Pro and Ultra subscribers globally through the @Geminiapp + Google Flow, and @YouTube Shorts this week.

[noah @ncnagle]

@rsg Almost but not quite

[Rishabh @Rixhabh__]

This guy used AI to put himself in Game of Thrones and fix everything

[noah @ncnagle]

one day closer to an AI generated alternative final season of GOT

[Ryan Hoover @rrhoover]

24/7 streaming AI Seinfeld:

https://t.co/Xj9Kr8JpHh

Entertainment is about to get really weird. I'm into it. h/t @rsg

[noah @ncnagle]

it’s so awesome how this reads exactly like the fellas planning a golf trip

[Internal Tech Emails @TechEmails]

Sam Altman's group chat with Satya Nadella

November 21, 2023

[noah @ncnagle]

@beffjezos They were already in it. Led a 600m round in 2025.

[noah @ncnagle]

did Sam buy TBPN because he knew this diary was coming out

[noah @ncnagle]

"yeah I mailed it in but at least I paid for postage"

[noah @ncnagle]

all of this public discovery in the oai trial is the best thing that has happened to me in months

I am having so much fun reading all of these emails and texts

[noah @ncnagle]

@andrew__reed (Berkshire)

[noah @ncnagle]

@dylan522p @AnthropicAI use https://t.co/chHkCcaEIE

@tomas_hk

[noah @ncnagle]

@scottastevenson @andrawesbahou

[noah @ncnagle]

these type of people make the VC job easy (and worth doing)

grateful to support this team as they optimize a very important and consequential market

[Andrawes @andrawesbahou]

My cofounder @SenorScience is the most interesting person in the galaxy, and he only has 93 followers.

>pov: be David (@SenorScience )
>spawn in the middle of nowhere in spain
>your physicist dad raises you
>fall in love with physics, fascinated with Higgs theory
>2 people from spain make it to MIT, one is you.
>do more physics, lead MIT orchestra, earn BSc
>@marissamayer asks you to join new scaleup Google
>Say no. Must find the Higgs boson
>Caltech: Bonjour.
>you confirm quantum chromodynamic predictions about gluon radiation
>caltech gives you Phd
><great_success.png>
>one step closer, must find higgs.
>Harvard: "Bonjour, want to find the Higgs ?"
>Harvard ships you to @CERN , you build instrumentation and algos on ATLAS experiment
>Large Hadron Collider EXPLODES
>Your work delayed by 1 year
>MUST FIND HIGGS !
>Write a lot of papers
>2012: You detect a signal.
><impossibru.png>
>call friends "monitoring situation" on other channels.
>signal there too
<nani?!.png>
>4th July 2012: @CERN announces Higgs Boson is confirmed.
><very_nice.png>
>collect fundamental prize in physics
>you are in charge of 200 scientists, H-index 220, 250K citations
>you are sad, no more particles to discover
>you're one of the best data scientists in the planet
>Hedge Funds: Bonjour
>become VP research at Winton
>make money trading commodities
>meet a strange quantman called Rahul Jha
>get a dog. name him Fermi
>still sad, you want to build
>Old friend from MIT: let's price exotic commodities (hotel rooms!)
>Build monster surge pricing engine and team
>algorithm so good it survives covid, and your competitors die
>exit $$
>you now run airline and hotel surge pricing, sorry not sorry
>huge fleet of GPUs, horribly priced
>You realize compute is asset class
>you co-found @ComputeDesk
>strange quantman @trinRJ joins
>investors: "you will find financial antimatter"
>hyperscaler cfo: "yass"
>2026: You detect another signal.