Archive - 01Core

Predictions for the humanoid robot ("Synths" for short) market by 2035

Topic Summary: Why don’t we already have humanoid robots? How will the funding landscape evolve over the next ten years? How fast will production ramp…

Apr 7 •

February 2024

Big Tech is the best way to play AI (and the best way to beat the returns of the S&P 500 and hence the vast majority of professional…

Don't overthink it

Feb 25 •

December 2023

I ran through a calculation in detail in a different post (The Exponential Growth of Progress) that estimated time spent farming in the year 1800 verse…

Dec 4, 2023 •

September 2023

The most important factors driving investment returns over the next 10 years: [Regulation & Vortexes] (and how to profit from them)

There are two. First is the power dynamic between corporations and government. In the United States corporations are more powerful than government. When…

Sep 16, 2023 •

Peter Thiel once lamented: “We wanted flying cars and all we got was 140 characters”. His point was that true groundbreaking technological progress…

Sep 4, 2023 •

June 2023

The Synths are coming.

For purposes of this post my definition of a “Synth” is a humanoid robot with at least the intellectual and emotional intelligence level of an average…

Jun 30, 2023 •

February 2023

LLMs will result in Voice becoming a 4th component of the GUI. This will be a bigger improvement on UI than the switch from a Blackberry…

I’ve been Tweeting a lot lately and writing on Commonstock about how LLMs are going to turn voice into a 4th component of the “GUI”. GUI - which stands…

Feb 9, 2023 •

January 2023

Generative AI and the shrinking time-gap between unrecognizable realities

The year is 2033… You slip on a VR headset that is light enough and comfortable enough to wear for extended periods of time. You don’t need an awkwardly…

Jan 30, 2023 •

1 billion new people, but no more mouths to feed. Yet another ChatGPT post.

One way to think about technology is that it is a mechanism for lowering the cost of intelligence. Consider what it took to write a book in the 14th…

Jan 6, 2023 •

December 2022

Why hasn't Google launched a competitor to ChatGPT? How will it respond?

I’ve probably spent north of 40 hours reading and thinking about ChatGPT over the past two weeks. The general consensus of savvy folks seems to be that…

Dec 17, 2022 •

ChatGPT use cases & comparisons to Google

ChatGPT is going to change everything. I’m not being hyperbolic. For the first time the public at large has access to a large language model (LLM) that…

Dec 16, 2022 •

Stats, commentary & perspective on the R&D, Capex, Time Share, Revenue & Market Cap of the biggest companies in each category

Research and Development & Capex This graphic comes from @Quartr_App on Twitter (follow them if you don’t already). It shows the market caps of each…

Dec 7, 2022 •

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