Hint: it's regulatory capture/AI progress sabotage

married, loyal to wife, 3 kids, billionaire, 400b llama3

this is honestly what i aspire to be

Elon Musk has made a commitment to always releasing an AI model that beats the best open source model for the benefit of the open source community

Got $28M? You can soon permanently halt open-source AI progress in California by training a suboptimal model with 10^26 FLOPs.

Then, all small compute-optimal models with similar performance to your large suboptimal model get covered by SB 1047.

Chinchilla scaling laws tell us:

Fed policy be like

Having your own private LLM in a browser is goated.

Patrick Collison on how to change the world

1/ Zach Bryan and I are kicking off a next-gen history project

If you are a builder and want to work with us, please get in touch (details in thread)

THREAD

When I lived on the streets of San Francisco for 6 months in 2018, I witnessed some things that are still difficult to talk about today. But I will try: 🧵

I woke up next to someone who died overnight from drug overdose 3 different times. Skin blue, rigor mortis, dead.

supervisor aaron peskin recently downzoned the waterfront district (median home price: $1.3M), blocking new housing supply that would have decreased cost of living

redfin.com/neighborhood/1…

Marc Grabanski Try building a DCF at some point, and it'll be clear why high growth is an absolutely monstrous lever in higher NPV.

$100m business that is flat is worth $500m
$100m business growing 30% -> $800m-1b
$100m business growing 75% -> $1.5-2b
$100m business growing 100% -> $3-4b easy

(have no idea what Vercel’s real growth rate is, but growth stage valuations all use some form of this analysis)

Dove into the 'covered model' definitions in SB 1047 (Sec. 3f2). This is absurd.

⬇️🧵 on why scaling laws mean that virtually *all LLM's could come under govt supervision* by SB 1047 if a well-funded entity decides to train a suboptimal model this year.

George Lucas says the use of AI in cinema is inevitable and trying to stop it is like wanting to stick with horses over cars