Umed Paliwal

Waiting for Summer

[Ole Lehmann @itsolelehmann]

this is just the most ridiculous AI application i've ever seen lol

a Peter Thiel-backed startup that makes AI collars for cows is now worth $2 billion

and the more I read about it the cooler it gets. here's how it works:

every cow wears a solar-powered collar that talks to a network of radio towers and an app on the farmer's phone

instead of building physical fences, the farmer draws the fence on a map in the app, and the collar keeps each cow inside that invisible line using GPS

when a cow drifts toward the edge, the collar plays a sound to steer her, and a gentle vibration tells her which way to go.

it's like how a car beeps as you back up toward a wall

the cows learn the cues in a few days

so now a rancher can move an entire herd to fresh grass by sliding the fence on a map, without driving out to open a single gate

and that same collar is reading each cow's body the whole time.

it takes five readings per second on every animal, so the AI can catch a cow that's sick, injured, ready to breed, or about to give birth before a person would ever notice walking the field

so it's basically like WHOOP for cows too lol

and they gave the AI behind it the perfect name: the Cowgorithm

it's been trained on more than 7 billion hours of real cow behavior, which is why Halter calls the data its real asset and moat.

they know what a normal cow looks like better than anyone, so they can flag the odd one out instantly

it's already on more than 1M cattle across New Zealand, Australia, and a bunch of US states.

California even used it on public land to graze cattle in patterns that clear dry brush and slow down wildfires

costs about $5 to $8 per cow per month

a job that used to mean barbed wire, gates, and driving the fields all day is now mostly 1 person on their phone

[Umed Paliwal @umedpali]

Interesting thought

[Keji Mao (毛克疾） @kejimao]

Obviously, Vijay Gokhale is ignorant about how Chinese people view Indian democracy and why they would never see it as an ideological threat. Here is the reasoning.

Even if democracy can be viewed as India’s foundational pillar, significantly preventing the worst outcomes, it has also brought about suffocating, if not deadly, costs.

India adopted universal suffrage democracy while still economically and socially underdeveloped, thereby legitimising many deeply entrenched pre-modern social structures, which have become institutionalised and integrated into India’s governance today.

Idealists like the first prime minister of India, Jawaharlal Nehru, and the early Congress party envisioned oppressed social groups utilising their numerical advantage through democratic elections to create pressure groups, driving gradual social reform and overcoming entrenched societal issues, thus paving the way for economic prosperity.

Unfortunately, this ideal scenario didn’t materialise. Instead, groups formed around identities such as religion, caste, sub-caste, and ethnic affiliations have engaged in “vertical mobilisation” through electoral mechanisms, reinforcing traditional social structures and preserving vested economic interests. This has resulted in an institutionalised system that further hinders social dynamism and reinforces social rigidity.

Consequently, vested interest groups representing antiquated social structures legitimately hijack democratic processes, obstructing reforms beneficial to the entire society, thus significantly hampering social progress and economic development over the long term. Nevertheless, most people have no better alternative than to tolerate this situation.

What type of mistakes are the most challenging to correct? Those that everyone perceives as “correct”. This encapsulates the most profound constraint that democracy imposes on India.

[Umed Paliwal @umedpali]

@mkanapaka @deedydas What about machlipatnam Americans ?

[amit @amitisinvesting]

cannot express how much I love $TSLA FSD.

just took a 25 min drive in the rain without any worries or fears about knowing how I was going to get to where I was going.

legit the best AI product on planet earth.

only thing I wish was available is the ability for me to be on my phone but I know that’s eventually coming.

we get to live in a time where CARS are driving themselves and making their own decisions in the POURING rain, it is just crazy 😆

[Race @multiplanet1]

Elon Musk's ex-girlfriend Grimes once said he lives below the poverty line by choice.

While dating the richest man alive, she watched him live like a broke college student. No house. No possessions. Same meals every day. Sleeping wherever the factory needed him that week. She said she once realized she hadn't seen him eat sitting down in three days.

She said something that stuck with me. He doesn't experience pleasure from things. Not cars. Not houses. Not luxury. The only thing that produces visible joy is progress. A rocket landing. A production target hit. His face would change when a test succeeded in a way it never changed for anything else. Including her.

This is why SpaceX sends a stuffed mascot named Asteroid to space. A normal CEO would think it's unprofessional. Musk does it because even a toy leaving Earth is progress. The mission includes everything. Even play.

Most people work to fund comfort. The comfort becomes the point. The work becomes the cost. Musk eliminated the gap entirely. Every dollar, every hour goes to the mission. Nothing leaks.

The thing you think you want is not the thing that makes you extraordinary. The willingness to stop wanting it is.

[Naval @naval]

A man expresses love through duty.

[Umed Paliwal @umedpali]

@Jason No way Jose. Tesla has no use for Uber. Take a look at how the partnership with waymo is going

[Packy McCormick @packyM]

It is 70 and sunny in New York City, we’re heading to a kite festival, and I haven’t heard the words “agent” or “token” once all morning.

Greatest city in the world.

[pH @pHequals7]

https://t.co/noKIgZK9aG

[Umed Paliwal @umedpali]

@vinaykesari @pHequals7 If the major players are Google, Microsoft, and AWS, they're operating at ~70% margins, so most of the money flows back to them regardless. Local costs are negligible — electricity and labor combined are under 5% of OPEX. And of the remaining 30%, the bulk goes to Jensen

[Elon Musk @elonmusk]

Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!

Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of magnitude more than the economy of Earth, but don’t expect entirely smooth sailing along the way.

[Umed Paliwal @umedpali]

@tim_cook Be a sport and change your name to Tim Apple 😂😂

[Umed Paliwal @umedpali]

@zerohedge Tim apple 🍎😂😂

[Whole Mars Catalog @wholemars]

Biological intelligence was a direct result of death.

Every organism that failed to understand reality was deleted by it.

The ones that remained carried a tiny compressed memory of what worked: fear, hunger, pattern recognition, love, strategy, motion.

Evolution is not a gentle teacher. It is a trillion-year training run where the loss function is extinction.

[Wade Miller @WadeMiller]

I bought a Tesla. Never thought I’d get an electric vehicle, but took a ride in a buddy’s Tesla and changed my mind.

I’ve been using the supervised self-driving mode for my daily commute into DC. It’s pretty amazing.

Today the car suddenly moved into the left lane, very abruptly. In that split second a very large piece of debris blew into the lane I had been in. The Tesla self driving system saw what I couldn’t see.

When I drive I can only see from the perspective of the driver side front seat. The Tesla has multiple censors with different angles of view. It saw what I couldn’t.

Importantly, even I I had seen it at the same time, the split second that it would have taken me to check blind spots and then consciously make the decision to move over would have taken too long. The Tesla knew all these variables simultaneously and almost instantly and was able to avoid impact safely.

Well done @elonmusk and @Tesla team.

[Umed Paliwal @umedpali]

“We are not a car” - Jensen huang

[Umed Paliwal @umedpali]

@signulll MSFT

[Umed Paliwal @umedpali]

If the AI’s makes us human irrelevant, we will create our new system new economy after all we created the original one

[a16z @a16z]

"Action produces information"

[Sherry @SchrodingrsBrat]

He deeply gets “for dust you are and to dust you will return”. Insane humility in rejecting the fantasy of self-preservation. The rebirth you’re looking for is in the death you’re avoiding. If you can’t risk losing it all to destruction you don’t have enough faith in creation