Despite the noise, everyone's still treating AI and cyber like it'll keep being an 'add-on' cycle. It's going to require new paradigms and lead to a replacement cycle.
The tough part: the payday for founders is WAY more long-dated. The good part: it's WAY bigger.
Partner @slow. I underwrite reasonably unreasonable futures, find where the value will concentrate, and help build the companies that capture it.
- @jvb_xyz should we get on this?!? 😎Iraq is offering effectively a $25-$29 a barrel payment to anyone willing to risk loading at its port inside the Persian Gulf and take the barrels out. On a single VLCC, that’s a ~$50-$58 million potential profit, minus costs (and the risk of getting sunk by Iran, that’s it).
- Leopolds summer reading listMichael Mauboussin's book recommendations
- I’d to invest in the model that knows what other models know what - at what cost. Or at least someone with a really good theory of how you’d do that. Thank you for your attention to this matter.
- No one is gonna adopt agents. They will use products that get shit done. It’s seems the same but isn’t.Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok. These frontier AI models





