this is a fun format! A lot harder than it looks on both the cooking and interviewing and responses side. Might unironically be a good AGI test for humanoid robots - entertain guests, predict the future, while cooking a meal. Specialization is for insects
giving a talk next week in NYC. here is a sneak preview of one of the slides
Would love to meet robotics companies in NYC next week! Please DM / reply if you're interested
I'm really starting to worry about the memory LTAs. If the GPU:CPU ratio inverts, what's stopping memory companies from breaking them? This could be v bad for hyperscalers! 😜
My good friend Ed Hyman has often told me people think in "3s", so keep it to 3 bullets (i don't listen obvi). But good things do come in 3s... 1) neg cpi, 2) neg nfp, 3)....