Archive - Weighty Thoughts

Consider the Llama

Are closed source AI models doomed?

Jul 25 •

The EU is making itself an economic backwater

Regulation is not a real export

Jul 11 •

Software Engineering is Doomed

Jul 1 •

June 2024

When the AI Bubble Bursts

It’s when, not if, for these kinds of new technologies

Jun 25 •

Apple Intelligence and aggregation puts Apple in a dominant AI position

Jun 19 •

China's AI Journey

Talking to Jordan Schneider from ChinaTalk about China's technological ascent

Jun 10 •

and

Jordan Schneider

39:12

May 2024

News Roundup: May 27, 2024 🧴

Why does Google suck so much, Microsoft Co-Pilot Everywhere, and Sam Altman

May 27 •

Why we need AI as a society

We’re aging too fast (AKA my entire AI/robotics investment thesis)

May 24 •

News Roundup: May 15, 2024

Open AI announcements, DeepSeek-v2, and TSMC Arizona

May 15 •

The Real Risks of AI

Humans are really the ones to be scared of

May 9 •

April 2024

What is Defensibility?

Back to basics for AI startups and others

Apr 7 •

March 2024

CUDA is Still a Giant Moat for NVIDIA

Despite everyone’s focus on hardware, the software of AI is what protects NVIDIA

Mar 23 •

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