Lucas Pulliza
@lucas_pulliza
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Exploring the intersection of AI & investing; Prev PE/@bcg/@uva
SoHo, Manhattan
Joined December 2024
“Tell me, what is it you plan to do with your one wild & precious life?” - Mary Oliver “Don’t ask what the world needs. Ask what makes you come alive, and go do it. Because what the world needs is people who have come alive.” - Howard Thurman "People are strange: they are
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Breaking my rule of organizing by topic because @stripepress deserves its own shelf. Buy all their books. Haven't regretted / not finished a single one yet. World needs more @collision & @patrickc doing thoughtful content curation & production, now more than ever with AI slop
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Personalized AI should be the answer to Bloom's 2-sigma problem, yet instead we have PE-backed bankruptcies left and right, which is damning on two fronts: (1) being bad at your job for underwriting ESSER (2) being a bad human for not providing an equity cure for the greater
complete failure that education sector is lagging this badly in AI. the result of this lack of adoption is that we get many of the AI abuses folks are afraid of (eg cheating) but miss the benefits (eg personalized tutoring)
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“Some men see things as they are & ask why. I dream of things that never were & say why not” - RFK/Bernard Shaw
Before pursuing his idea of beating roulette, Thorp ran it by Richard Feynman. What would've discouraged any other human being actually motivated him.
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Aligns with @wolfejosh's thesis on always-on AI / life recording. Crazy idea: personal knowledge graphs. In a world where task execution is commoditized by agentic AI, value may accrue to robust personal knowledge graphs. The value of human knowledge work shifts from doing tasks
In SF for a bit this week. Hmu for coffee if mutuals, building something awesome in AI or dev tools.... A quick compilation of the ideas I'm most interested in right now:
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"Immature poets imitate; mature poets steal" --> pic 1: me attempting to prompt a systems archiecture (with help of ChatBot projects) --> pic 2: leveraging @DeepLearningAI's phenomenal courses as model context (quicker + better)
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Call me crazy for subscribing to 166 substacks and 90 podcasts but I often stumble into the most differentiated insights in those feeds. Problem is time allocation over such a large surface area (esp. with blocking & tackling of staying up to speed on the table stakes of
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Last Man Standing > Art of the Deal Albeit I guarantee you'd be surprised by the quality of the latter due to misconstrued bias
Jamie Dimon is likely to run in 2028. And this initiative will be a big part of his pitch if he does.
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One of my favorite is simply STOTA (state of the art). What does a STOTA analysis of X look like? How does my [insert context] compare to STOTA?
Don't think of LLMs as entities but as simulators. For example, when exploring a topic, don't ask: "What do you think about xyz"? There is no "you". Next time try: "What would be a good group of people to explore xyz? What would they say?" The LLM can channel/simulate many
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If you don’t commit to meaningful work, life will fill your time with busywork.
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Public markets aren’t brutal Private market valuations are just make believe
Imagine hitting half a billion dollars in annual recurring revenue and being worth less than a pre-revenue AI startup Public markets can be brutal
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Demand > Supply; Ex-ante (1) Global south coming online (2) Western AI agent/enterprise diffusion in earnest (parity with PCs) (3) Embodied intelligence / robots (MLLMs + VLAs + WMs) (4) Scientific Foundation Models (no consensus eytmology here yet but man is AlphaEarth and it's
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"Look, I used to clean bathrooms, and now I'm a CEO of a company, I think you can learn it. I'm pretty certain you can learn this. And there are a lot of things in life that I believe you can learn...you just have to be given the opportunity to learn it." -- Jensen From Thailand
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Played around with @midjourney today for first time. Couldn't get it to cleanly spell E=MC^2 for the life of me. Reminded me of JPM CTO ""If you're not frustrated using AI, then you're nowhere near where you should be." ...I do better understand why artisitc friends at the
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Dynamic View in Gemini 3.0 is underappreciated. I've learned more about semicondcutor value chains & first principles physics/quantum electrodnyamics in a weekend than I ever did in school
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Bring back the BlueBooks!
A number of people are talking about implications of AI to schools. I spoke about some of my thoughts to a school board earlier, some highlights: 1. You will never be able to detect the use of AI in homework. Full stop. All "detectors" of AI imo don't really work, can be
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Holy shit. I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane — reasoning, speed, images, video… everything is sharper and faster. It feels like the world just changed, again. ❤️ 🤖
wsj.com
Gemini 3’s surge past ChatGPT and other competitors on benchmark tests has handed Google an elusive victory.
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