The best leaders simplify high-stakes games back toward checkers. They make outcomes legible, shorten feedback loops, reduce the surface area where the noise and grime of politics becomes unseen
Politicking is used to mask cognitive dissonance. A common source of this dissonance is incompetence, misaligned incentives, corruption. Competent leaders that play political games achieve higher power, influence and outcomes.
Low stakes games need checkers. High chess.
politicking is also just coordination under uncertainty and ambiguity. people with legitimate disagreements feeling out where others stand before committing during a rapidly changing environment where the stack ranking of power could change quickly
4/
Current models mostly process context like a single long document.
But real reasoning is closer to thread scheduling.
Not deeper context.
Multithreaded context.
1/
Everyone is focused on expanding context windows in models.
More tokens. Longer memory. Bigger prompts.
Mostly treated as an engineering scaling problem.
I think that’s the wrong direction.
3/
We hold parallel threads:
• the problem we’re solving
• background knowledge
• current constraints
• new signals arriving
Intelligence comes from switching between them, not just reading a longer scroll.
4/
If we ever reach AGI, we may need to accept something uncomfortable:
Human-like intelligence will come with human-like imperfections.
The question isn’t whether AGI will have flaws.
It’s whether we’re ready for them.
1/
Will AGI require billions in data, compute, and engineered environments to learn?
Some think the answer lies in scaling.
I disagree.
Human decision-making isn’t purely rational.
It’s emotional.
3/
Emotions are messy signals.
They run on incomplete information and partial truths.
Yet they shape how humans actually decide.
Without that layer, AGI may reason perfectly,
but decide nothing like a human.
4/
If agents are going to be truly useful, they must operate in environments where they can:
Decide → Act → Observe → Adjust
Not just think.
The future of AI isn’t just better reasoning.
It’s shortening the distance between decision and action.
1/
Productive people, the ones who consistently succeed, share a simple trait:
They convert decisions into action quickly.
The shorter the gap between decide → do, the more progress they create.
Thoughts? @naval
3/
The same principle will apply to AI.
Models that only reason, analyze, or recommend are useful.
But real leverage appears when they can convert decisions into actions.
4/
Progress - human or artificial - follows a pipeline:
Think → Build → Deploy → Operate → Improve
Without that pipeline, even a country of geniuses stalls.
The next phase of AI will be defined by who builds the infrastructure where intelligence can actually do work.
1/
Without the right systems around it, intelligence stalls.
The same will apply to AI.
A data center full of powerful models is not automatically progress.
It can easily become a country of thinkers with nothing meaningful to build on.
3/
That infrastructure looks like:
• Environments where agents can take actions
• Systems for human–agent coordination
• Guardrails for safe experimentation
• Economic frameworks where useful work actually gets done