I have an AI idea and need $50 million from the government. David Sacks — you’re the AI czar. I think you can help. Don’t worry, it’s not actually for me. Here’s the pitch. Last week, SemiAnalysis launched InferenceMAX, an independent benchmark that measures popular LLMs on

big if true

Strong disagree. Many funds investing in this will do so well that LPs will want to invest. But the only thing that ultimately matters is returns

we are at an inflection point. we can either have breakthroughs in bio, energy, and math. or we can condemn future generations to endless amounts of addictive slop

this is a terrible decision

social taboos are far more effective than any regulation could ever be

If Scott Wiener is defending you, you probably messed up somewhere

Insane

excellent thread

I’m reading papers/decks about data center buildout from 2024 and everything is so outdated already. The projections vastly underestimated 2025 growth

Of the 3 cloud hyperscalers, Google is the only one that has a good frontier model. They will eventually overtake the others

The CCP's desire to control every corner of their economy is a huge boost to US dominance

'elective churn' is a funny way to say that your customers are leaving lol

what even is a seed round anymore

Get rid of degrowthers in both parties