One of the highest ROI activities in AI Research you can do is simply keeping up with last ~1 year of Chinese open-source literature. The alpha is insanely huge.
If you are in your early twenties:
- Make your burn rate as low as possible
- Avoid attachment to material things (cars, clothes, apartment)
- Make yourself as uncomfortable as possible
- Get a job that either a) teaches you high value skills or b) allows you to learn/work on side projects while on the clock
- Cultivate your focus and creativity above all else
- Individuate. Don't try to fit in. Avoid crabs-in-bucket groups
- Take astronomical risks
You have a small window of opportunity to differentiate yourself. It will be exponentially more difficult the older you get. Do not waste it in a cubicle during the week and a bar during the weekend. Send it.
I’ve developed a real distaste for macro over the last few months. Macro is the easiest way to look and feel smart while saying nothing. You can talk rates and geopolitics forever and never be wrong, because nobody marks your calls to market. 99% of it is entertainment, and it’s catnip for content creators, because there’s a fresh thing to react to every other day, so they happily feed the cycle. It’s all fugazi.
nobody wants to hear this but the classical NASA systems engineering is the perfect model for developing code with LLMs. people try to approximate this with planning modes, but if you’re explicit in your docs it’s never been easier to build, test, and verify complex codebases.
Avi Patel says VCs will hand you millions if you say “AI” three times in a Stanford hoodie
“If you dropped out of Stanford and walked into a VC office wearing a Stanford hoodie, acted really rude to the VCs, didn’t value their opinions, and said the word AI maybe three times, you’d usually get a check for a couple million dollars”
“The problem is that a lot of Stanford kids are not smart autistic, they’re just retrdd. They don’t have brain cells, they don’t know how to communicate, and they can’t build a company or code. So they walk in and the VC mistakes the kid for the next Mark Zuckerberg with flip flops and a Stanford hoodie, and just puts infinite money into them. It’s like this is the most brain dead shit ever”
$GTLB Bull Bear Case wanted to write-up:
(not separating by what is bull and bear just retard max and buy)
Announced DuoAgent Platform; autonomous agents planning projects, fix security, & deploy w/out human intervention
Bet companies will pay for "Agent Seats" (SoftDev)
The question on my mind, what will be cost per token & token output.
The scale out for these companies will be enormous as we know, but to truly understand your ROI as an investor, we must figure out operating cost & revenue metrics
every successful person I know is the same
slightly autistic
obsessed
crazy
made a lot of sacrifices
100% confident
relentless
delusional
there's no easy way to achieve shit and become someone....
$RBRK
>make enterprise backup software
>product is ass
>UI is glass in your eyes
>onboarding feels like hazing
>nobody at the company is “passionate” about backups
>customers only buy it after a breach or a very quiet panic meeting
>devs don’t talk about it at parties
$RBRK
>make enterprise backup software
>product is ass
>UI is glass in your eyes
>onboarding feels like hazing
>nobody at the company is “passionate” about backups
>customers only buy it after a breach or a very quiet panic meeting
>devs don’t talk about it at parties
>backups are non-discretionary
>churn is radioactive
>switching is career suicide
>ransomware/regulation only go one direction
>auditors trust logs more than people
>being boring is a feature
>sitting post-failure is the best place in the stack