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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
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Ben Buchanan
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The most important factors driving investment returns over the next 10 years: [Regulation & Vortexes] (and how to profit from them)
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1
When AGI?
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
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Ben Buchanan
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When AGI?
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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
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Ben Buchanan
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The Synths are coming.
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9
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
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Ben Buchanan
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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 keyboard to a touchscreen
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4
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
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Ben Buchanan
11
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Generative AI and the shrinking time-gap between unrecognizable realities
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4
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
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Ben Buchanan
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1 billion new people, but no more mouths to feed. Yet another ChatGPT post.
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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
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Ben Buchanan
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Why hasn't Google launched a competitor to ChatGPT? How will it respond?
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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
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Ben Buchanan
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ChatGPT use cases & comparisons to Google
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8
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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Ben Buchanan
11
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Stats, commentary & perspective on the R&D, Capex, Time Share, Revenue & Market Cap of the biggest companies in each category
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4
October 2022
The most dominant synthetic monopolies w/ brief commentary
My definition of a synthetic monopoly (henceforth SM) is any small grouping of companies that are capturing the vast majority of economic benefit from a…
Oct 29, 2022
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Ben Buchanan
12
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The most dominant synthetic monopolies w/ brief commentary
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Will China's lockdowns have a lasting impact?
It would be easy to look at the reports of life under China’s lockdowns and assume that China is destroying its country. Here’s an article about some of…
Oct 18, 2022
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Ben Buchanan
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Will China's lockdowns have a lasting impact?
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Healthcare is getting better fast
Re-printed from Aging Successfully
Oct 14, 2022
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Ben Buchanan
5
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Healthcare is getting better fast
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