Raul Gonzalez

Balancing mind, body & spirit. Seeking to unlock the best version of myself.

[Bill Gurley @bgurley]

I have a recommendation to help bring some sanity to this whole AI doomerism situation that is appropriately exploding today.

If any reporter can get one of the "true believers" to sit for a real interview (if they can't, that is an important tell), they should use a technique known as the "Five Whys" https://t.co/RqKrn4TNLa.

The "five" number is arbitrary, but the point is to drill down into the details and steps required to get to the catastrophic end-point.

You can't take down all of humanity without a few intermediate steps. Let's talk through each of those. It's quite a useful exercise.

It would help us all think more clearly, and possibly the doomerists as well.

[mal @mal_shaik]

Pt 2

[mal @mal_shaik]

https://t.co/PKHTg8RhvF

[Chaofan Shou @shoucccc]

Claude code source code has been leaked via a map file in their npm registry!

Code: https://t.co/jBiMoOzt8G

[Melissa Tate @TheRightMelissa]

For all the folks wringing their hands in fake moral outrage over Pres. Trump’s action on Maduro, you have ZERO understanding of the geopolitical significance this action for not just Venezuela but for Western Civilization..let this Venezuelan educate u 👇🏾

[Chamath Palihapitiya @chamath]

Several important questions/comments come to my mind as I read more about DeepSeek. Listing them here:

1) Let’s give 1% probability to all the conspiracy theories upfront so we can address it and move on. If it is possible for China/Chinese companies to use shell companies in Singapore or other countries to be a “beard” to buy otherwise export controlled chips from Nvidia and use them for AI training, this likely needs to be investigated and adjudicated.

2) The battle of usage is now more about AI inference vs Training. We always knew this day would come but it probably surprised many that it could be this weekend. With a model this cheap, many new products and experiences can now emerge trying to win the hearts and minds of the global populace. Team USA needs to win here. To that point, while we may still want to export control AI Training chips, we should probably view Inference chips differently - we should want everyone around the world using our solutions over others. I can explain my reasoning as follows: we should never export our knowledge of enriching uranium to be weapons grade to other countries but we should export our ability to build nuclear energy (which requires far less sophistication) if it can help advance American priorities and leadership abroad. Training and Inference can be roughly equated this way. (Disclaimer: Groq, of which I’m a shareholder, is in this game so this benefits me tbf.)

3) We need to cooperate with our allies (especially those in the ME) to stand up the necessary infrastructure to enable Inference - Data centers, subsidized energy etc. all around the world ASAP.. They pay to build it, we supply the Inference hardware and the software to run the clouds. We need this buildout to happen ASAP. This is clearly our version of Belt and Road and we need to take it as seriously as China took their version, similarly named.

4) There will be volatility in the stock market as capital markets absorb all of this information and re-price the values of the Mag7. Tesla is the least exposed, the rest are exposed as a direct function of the amount of CapEx they have publicly announced. Nvidia is the most at risk for obvious reasons. That said, markets will love it if Meta, Microsoft, Google etc can win WITHOUT having to spend $50-80B PER YEAR.

5) The innovation from China speaks to how “asleep” we’ve been for the past 15 years. We’ve been running towards the big money/shiny object spending programs (AI is not the first and it likely won’t be the last) where we (Team USA) have thrown hundreds of billions of dollars at a problem vs thinking through the problem more cleverly and using resource constraints as an enabler. Let’s get our act together. We need all the bumbling middle managers out of the way - let the engineers and the brilliant folks we have actually working on this stuff to cook! More spending, more meetings, more oversight, more weekly reports and the like does not equate to more innovation. Unburden our technical stars to do their magic.

6) Startups need to realize that they are “default dead” companies. This means that they must, by definition, grasp victory from the jaws of defeat. Meanwhile, VCs are asleep at the switch - massively overfunding marginal ideas. We need to get better at taking huge shots on goal and allocating capital to the best of these ideas. I worry that in this current melee, we’ve overspent billions on dumb features which these next-gen models will roll over in the next 12months or earlier. Lots of capital losses are coming.

Crazily, I initially posted about DeepSeek a month ago!

Comments/reactions appreciated.

[Brian Roemmele @BrianRoemmele]

https://t.co/eVIdTu9Add

[Brian Roemmele @BrianRoemmele]

The rate of change is accelerating.

Making sense of it all has become nearly impossible.

To understand what is ahead—you must understand the past.

You are not alone—join us on a journey of wonderment, discovery, insight and wisdom.

Join us at https://t.co/Ruqey1OhxQ.

[Ray Dalio @RayDalio]

https://t.co/6Heun8yNpq

[eagy @eagy_]

Si te falta autodisciplina, lee estas citas.

Te harán replantear tu forma de ver la vida:

[Eloy Portell @EloyPortell]

Los negocios aburridos son los que 𝗺á𝘀 𝗱𝗶𝗻𝗲𝗿𝗼 𝗴𝗲𝗻𝗲𝗿𝗮𝗻.

Es muy simple, y aun así el 99% de la gente sigue buscando los complicados.

Así que, por favor...

Elige uno de estos 𝟮𝟬 𝗻𝗲𝗴𝗼𝗰𝗶𝗼𝘀 sosos pero lucrativos ⤵️

[Raul Gonzalez @Raulviews]

Constantly solving 20-image puzzles for every prompt on ChatGPT feels like a test of patience more than security. 🧩😩 Can we find a balance between keeping bots at bay and not disrupting the human flow of creativity and productivity? #UserExperience #ChatGPT

[Jason Clay @JasonWClay]

Nearly 1/3 of all food production depends on rivers. Increased pressures on freshwater ecosystems, however, puts food security at risk. To protect them, we need to support nature-positive food production and adopt more sustainable diets. Learn more: https://t.co/O8HkkCGoi0

[Raul Gonzalez @Raulviews]

@thethetahealing YES

[Raul Gonzalez @Raulviews]

The Simulation Argument https://t.co/op4kOPmPJp

[Cathie Wood @CathieDWood]

If inflation is unwinding, as we believe, then we could be heading back to the future, the Roaring Twenties, the last time several general purpose technologies evolved at the same time: telephone, electricity, and the internal combustion engine. The setup is remarkably similar!

[Matt Turck @mattturck]

Here it is! 🔥

After 100’s of hours of research and writing, excited to release the 2021 ***MAD*** landscape (Machine learning, Artificial Intelligence and Data) - with my colleague @john_d_wu

A crazy, intense, and fun year in the ecosystem

👇👇👇
https://t.co/NQDQfaFUk7

[Bullfight Cap @BullfightCap]

@anoushkavaswani 400+ private SW unicorns according to @BatteryVentures

[Garance Burke @garanceburke]

“It’s sort of a mass surveillance program on a budget.”

Our latest in @AP’s Tracked series, w @jhdearen, on how U.S. police have used a cellphone tracking tool to follow people’s movements, sometimes without a warrant.

Thanks @hrcberkeley @pulitzercenter
https://t.co/KS5JHdrSnv

[him @gajria]

Web 1: Read
Web 2: Read-Write
Web 3: Read-Write-Own