Bryan Lawrence
@brl11
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Founder, Oakcliff Capital | Member, Yorktown Partners | Trustee, Classical Charter Schools
Joined January 2010
Nvidia is the world’s most valuable company, generating $120 billion of annualized net income selling highly engineered chips and software that have required decades to perfect. So why have they felt it necessary to issue a rebuttal to short sellers like Michael Burry? Three
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This week, two of Google's AI cost advantages became visible as Gemini 3 rolled out. AI will transform the economy, but OpenAI needs to find a better business model. A Gemini 3 deep research query is willing to search the web 100s of times for sources, 10x what ChatGPT deep
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Great summary from @stevenbjohnson about a thought-provoking post from @karpathy. LLM intelligence is unlike human intelligence, and you make a mistake by not knowing the differences. For example, why are some LLMs so sycophantic? And why can a newborn colt walk almost
Super interesting post from @karpathy. I wanted to dive deeper, so I created a @NotebookLM notebook based on this tweet, and then did a Deep Research run in-app to gather related sources. Then generated one of our new slide decks to explore further. Instant knowledge base.
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It is hard to compete with free
(1/5) Gemini 3, our most intelligent model, is landing in Google Search today – starting with AI Mode. Excited that this is the first time we’re shipping a new Gemini model in Search on day one! 🚀 In Search, Gemini 3 with generative layouts will make it easy to get a rich
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Just how much civilization depends on the smart hard work of a small number of people is not widely understood
Same price in Houston today. - Branded spring water: collect at nearby spring, filter at plant, bottle and truck to store. - Gasoline: Drill down 2 miles, turn sideways and continue another 2-4 miles. Run steel pipe and cement through hole. Punch small holes in pipe. Send
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No matter what your politics, this looks like a win for American consumers and taxpayers
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When your borrowing needs outstrip all capital markets combined, go to DC
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Congratulations to Lester Long and his team at Classical Charter Schools for creating some of the best public schools in New York https://t.co/sJhtFWOEL6
usnews.com
See the best middle schools in New York based on school performance and other indicators. Learn more here.
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Agency > Intelligence I had this intuitively wrong for decades, I think due to a pervasive cultural veneration of intelligence, various entertainment/media, obsession with IQ etc. Agency is significantly more powerful and significantly more scarce. Are you hiring for agency? Are
Intelligence is on tap now so agency is even more important
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Hard not to admire @karpathy
No PR teams No panels No media interviews Yet: Every post goes viral Invited on Dwarkesh Universally known and respected This is why founders shouldn’t waste time with boring pitches. Instead: 1. Develop useful knowledge 2. Form interesting ideas 3. Share them, in plain
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This is a great conversation with @rmstein about how to develop products. Robby brings an impressive combination of drive, curiosity and humility. No wonder he has been so successful
🎧 Inside @Google's AI turnaround with @rmstein Robby is VP of Product at @Google where he oversees all things Google Search—including the new AI Overviews, AI Mode, search ranking, Google Lens, and more. Previously, he led consumer products at @Instagram, where he and his
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Two possibilities: 1) consumers will start spending enough money to pay for so much AI capex or 2) Nvidia is earning too much money. Whichever it is. there will be multiple books written
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Pithy summary of AI valuations
@dylan522p Big question is whether the infinite money glitch lasts until the infinite money AI genie arrives …
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Making the energy transition efficient enough to not overly increase costs to consumers (aka voters) depends on understanding first principles of physics and economics. Most of the politicians I know do not understand those first principles. If they read the excellent work by
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