Kardeshev scale is a dumb system for measuring advancement in terms of a civilization The real issue isn't simply raw power output but portability and accessibility of power By this metric solar is quite a terrible source of power for most of the universe and therefore limits

One thing I will give politicians at Davos this year They are probably more honest than I've ever seen them. Less platitudes. Less pretense. Definitely a different tone than a lot of the obviously political nonsense I've often seen from governments

@mtndrew @LoganJastremski This is a great take There has been WAY too much focus on scaling technology within the space and most of it has yielded negative returns I suspect this is partially due to an engineering dominated culture amongst founders But scaling throughput, etc. have little importance to

How You Should Think About Demand for $USD The US is running a trade deficit but you can't just look at the headline number. To figure this out accurately you need to account for two things that are often missed: 1. Services - trade deficit/surplus figures tend to be quoted

As an investor in SK Hynix I've explored this quite a bit The fallacy of the argument I think is the durability of the margins Typically the memory industry is commoditized hence historically low multiples There's a series of important changes that have driven these huge

The basic internet potential is still not fully realized after over 30 years (people and governments still send faxes can you imagine that?) This should tell you something not about the expected pace of AI innovation but about the far more important pace of implementation

Democracy is a meme

The key to looking smart to some extent is pre-thinking

Misalignment between token holders and product users "the twin masters problem" Has been one of the top destructive incentives in crypto

Solar power (very long nights) and fossil fuels (no atmosphere) aren't very viable on the moon Interestingly, there's also not a great accessible supply of hydrogen (some ice but you'd probably rather keep that for water for other purposes) so even if you had fusion power it's

Underground living and tunnels make way more sense on the moon where you get extreme temperatures and near vacuum on the surface than on earth So @elonmusk is as usual way ahead with @boringcompany for moon bases

Life is chemistry all the way down But when we're taught about biology there tends to be a description of it not in terms of chemistry There's an idea of these cells running around doing XYZ but not the fact that it's actually chemical reactions and components triggered by

The correct way to reason about life and life extension is to consider that life is essentially a self perpetuating chemical reaction So then you might ask "what would stop the reaction from perpetuating?" 1. Running out of reactants 2. Reactants beimg present but somehow

If you believe in expansion to other planets you must believe in the importance of developing fusion power Solar might be good on earth but the moons of Jupiter and Saturn won't have enough consistent light to make it viable Fusion is the only option

Almost all lounges suck Huge opportunity to actually do them well

The market for junior software engineers is apparently quite hard out there right now On the one hand AI makes this sensible But with the right attitude I think it could be the opposite For anyone who is willing to embrace and lead with AI there should be an absurd amount

This sort of thing has been driving me to wonder if every small and medium business won't hire someone to constantly implement custom AI for them?

I don't quite get it are people in crypto this out of touch with tradfi? Where do you think the yield on stablecoins would come from? Oh right, bonds. So what can normal people buy? The bonds themselves. It's not like stablecoins especially as defined under GENIUS have some

The short SaaS trade is obvious for a bunch of traditional software companies in the age of AI But at some point I suspect good ones get thrown out with bad ones and the market gets under priced and there's some good opportunities That's likely a long ways away though

It seems logical that software development will go the way of legacy media But this I mean AI coding massively decreases the cost of code making custom code much more practical Under these circumstances it makes sense for far more companies to replace high license costs with