Archive - Weighty Thoughts

Three Macro Predictions on AI

And also a reaction to OpenAI's GPT-5 release

Aug 9 •

July 2025

The US Should Run Faster on AI Instead of Trying to Trip Up China

Export Controls and Trump's New AI Action Plan

Jul 26 •

June 2025

🚗 From Simulation to Street—Self-Driving Cars 💨

Inside the challenges and breakthroughs of autonomous vehicles with Brandon Basso

Jun 20 •

42:52

AI is Overturning the Military World Order

Operation Spiderweb, Implications, and Impacts on Deep Tech Investing

Jun 4 •

April 2025

What LLMs Will Do To Jobs: All You Need is an Oracle

LLMs are Mainly Tools That Enhance Experts

Apr 22 •

AI's Endgame (How Foundational Model Companies Can “Win”)

Playing monopoly in 2025

Apr 10 •

March 2025

What Mattered in GenAI in 2024

Despite the Noise, The Big Narratives from January are Still the Big Narratives

Mar 12 •

See Me at SXSW Next Week!

Talking AI in Austin on March 8th and 9th

Mar 5 •

February 2025

January 2025

Who’s Winning the AI War: 2025 (DeepSeek?) Edition

Same fundamentals, new unhinged vibes

Jan 28 •

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