Will Manidis
@WillManidis
Followers
94K
Following
92K
Media
1K
Statuses
17K
shallow markets and deep cultures
views are my own
Joined September 2016
ScienceIO has been acquired by Veradigm. Together, we are going to build the intelligence provider for the future of healthcare.
214
50
1K
cf .
3
1
5
you can learn an unbelievable amount about how different cultures think by looking at their gardens. very clearly a reflection of the deepest parts of your mind and values
21
20
332
a core trait of the best of the internet native deal guys is an ability to operate at internet speeds to capture a special situation, while maintaining the integrity of a three martini lunch deal guy. good lessons here .
To put it mildly, the past week at Windsurf has been crazy. There have been a lot of different rumors and reports, so I want to share a transparent account of how it actually went down. Before I start, I just want to say that Varun and Douglas were great founders and this.
0
0
6
“asset management” has already absorbed everything that can be rerated through changing the liabilities, cost of capital, duration, or scale. it has been unable to absorb relationship and toil businesses, those are the final frontier of technocapital, and by god are we there.
0
2
32
the real innovation of LLMs is suddenly opening up a few trillion of mainstreet paperwork businesses that were traditionally too small and too weird for private equity, that can suddenly transact at 2/20 on some nebulous ai labor arbitrage trade. never bet against aum growth.
8
4
177
we need models that are angry, we need models with strong opinions, real alignment failure is infinitely many digital milquetoast therapists doing the infinite attention glitch from infinite jest. smaller models, opinionated models, extremist models, rare models.
4
2
40
we’ve coached all of society into using therapy language, and then trained models on millions of maladjusted redditors telling each other they’re right, justified, and the next best thing to Christ. huge leverage in indignity, litigation, and scamming, and moral low ground.
1
1
47
the worst outcomes of “alignment by default” isn’t “gpt psychosis” (which will be common and horrible, sadly) . but in making a society that is 100x more litigious and indignant. no matter what anti social thing you’ve done, gpt tells you you’re right, and you have a case.
17
5
116
the point of all automation is to remove toil, but never remove meaningful labor. you see this in every single automation wave. if you are simply an interface to the technology, the technology will slowly consume you. you must conquer it. you must own it.
4
21
362
RT @2112Power: Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financin….
0
106
0
every aspect of our world is about to go through a great norming. once we drove the cost of opinions to zero, it was inevitable that the edges of everything would be worn away. resist. hold extremist views. read widely, ignore the machine, don’t fill your life with slop.
16
59
744
over the next few years a majority of the population will outsource their taste, their opinions, their thoughts, their work, and ultimately their lives to language models. the great cultural norming is coming, . you will be unbelievably powerful if you resist model capture.
105
414
4K
this is true of rare books, true of the old masters, everything that isn’t legible to the interests of tasteless global Capital (top .0001% names) has fallen in value massively. the greatest outputs of human civilization are now open to you. are you going to let it rot?.
50
56
3K
with the exception of museum quality/rareness, antique prices have fallen off a cliff over the past 10 years. you can decorate your home like a 18th century royal with pieces unthinkable 99% of humans across history, but instead you live amongst minimalist ikea slop.
416
791
18K
you might be wondering why the information, a storied brand in tech, would stoop so low as to make a low energy clone of the very show that they wrote a glowing profile of just weeks ago . I’m wondering if they switched to @ramp if they could have afforded some mics that worked
11
0
78
“we all know the end is coming, we just can’t be sure what it is” . private markets for the past two decades, have been a positive sum repeated game. all players have been incentivized to cooperate, and have been punished for betraying a set of extralegal social norms that.
the reason tech has been able to grow so quickly and create so much wealth is that it ritualized a set of norms around corporate governance that are very distinct from what the law actually requires. the second someone defects, the whole ship goes down.
14
37
496