Sucker for physical and mental torture. Building Spot AI, investing via The Explorer Fund, writing at https://nitter.gq/t.co/AZysGFLfVB
San Francisco, CA
Joined July 2007
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Evolution is a giant trial and error game, lots of bets placed and only few successful or lucky ones forwarded to next generation. It’s power law, scientific method, and market theory at insane scale. #evolution
Latency action frontier is incredibly important for physical ai.
Here’s Dream Zero team talking about the work they did to bring part of the inference pipeline down from 6 seconds to 0.15 seconds
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It happened, found an ai music artist whose music I am absolutely mesmerized by
open.spotify.com/track/2FJMC…
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Is it just me - or the sequoia of tomorrow note was lacking in depth and substance.
Lot of hyperbole to say we are one fund, more flexible, smaller team to ease operations.
And then in the backdrop is ppl politics that probably started with departures last year and then the ones this week.
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Physical AI needs trust at a much higher level than digital AI.
MIT just dropped ai surveillance on its campus after faculty covered campus cameras in rhinestones.
Why?
Physical is our world - autonomous cars, drones, robots amongst us - the more powerful you make them, the more society demands trust.
Video AI is a pre-cursor to this.
@flocksafety has gotten a lot of public heat for similar reasons.
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Hims was growing in 2018.
A friend and I were discussing what are ideas in men’s health.
My insight was simple - men like measurements. Give them a way to measure every part of their body like weight and you have a market - people will max numbers. And non-financial aspects of men will be more important in dating market as more women reach financial independence.
The last 8 years has proven true
1. Number maxing
2. With women financially independent, men are being judged on looks like no generation before and other attributes like hobbies / kindness / inner work etc.
Package these well - and you have a great sticky market.
Years of wearable data and the big insight is that when I sleep longer I feel more rested. When I don't drink, I sleep better. Truly groundbreaking stuff.
A lot of us in tech have chased the quantified self, but we're still working off high-level proxies like heart rate and movement.
At @gamechangersvc we think the full picture is at the molecular level, and that's where the data finally becomes something you can act on.
If you're building continuous molecular-level tracking for elite athletes and everyday consumers, we want to talk. If you think we're wrong, we want to talk to you too.
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Physical AI and Video AI have a frontier - The Action Latency Frontier
i.e. the time taken in ms/s between something happening, AI understanding and triggering the correct response.
A report of performance at a production line can be delivered in minutes.
Security alerts in <3 seconds.
Safety related production line stopagge <1 seconds
Robotics Hands / Autonomous driving <100ms
Most people don't understand that uplink + inference on video + downlink >1 seconds today. It needs to improve by order of magnitude (10x improvement on network speed + inference).
100x inference improvement on edge will solve the problem too.
The biggest drawback about raising venture capital early is the quarterly cadence.
Growth is an outcome of your market + product/market fit and majority of pre series b should be about strengthening this versus quarterly performance.
If the former happens, the later is rather an obvious equation.
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Filing the San Francisco / California ballot yesterday.
@OpenAI @ChatGPT refused to give me candidate preferences even when I clearly stated my beliefs, political preferences and my voting past.
It would just educate me.
Muse ai on the other hand gave me clear choices with one line reasons of why I should vote for that candidate.
AI should not censor or impose its biases onto us.
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This is mind boggling at so many levels and profound as species.
Harvesting energy from space for more intelligence on earth 🌍 to eventually escape earth.
BREAKING: Google just proved AI data centers in space actually work
Project Suncatcher's first satellite, built with @planet and launched on a SpaceX rocket with 4 TPUs on board, verified the physics: Google sent a prompt from Earth, a TPU in orbit ran Gemma inference, and the full answer was beamed back down.
SpaceX is launching its StarMind satellites with NVIDIA GPUs on Starship in late 2027.
Kardashev Type II civilization INCOMING
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