Legendary analysis & quintessential @bgurley. Take the time to listen! 🤯🧐
All-In Summit: Bill Gurley
(0:00) Bill Gurley takes the stage at the All-In Summit
(1:29) Bill's Presentation: Searching for Feynman
Links to additional resources mentioned in talk and used in research:
@bgurley
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Be a Founder. Build things that make the world better. Congrats Lincoln! @altcap @TrumpAccounts
Incredibly humbled to be at the White House today for the joint bell ringing launching Trump Accounts.
Grateful for the invitation and for being recognized on such a historic day.🇺🇸
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Good segment on how frontier labs & near frontier open source will co-exist. 🧐@apoorv03
Thanks to @EdLudlow for having us on Bloomberg Tech yesterday to talk about our latest fundraise and the growing number of companies owning their open and specialized models.
Fable 5. Given the advances of test time compute - we may not actually know the upper bounds on model intelligence due to limitations on time & compute. 🧐🧐 @polynoamial @GavinSBaker @altcap
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Noam Brown (@polynoamial) posted something profound this week.
Frontier models can solve most problems if you just let them run long enough. Nobody has ever run Mythos for a full year. We may never know how smart any given generation actually is.
@GavinSBaker's takeaway: however bullish he was on compute before that post, he's more bullish now.
@altcap
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⚡ Gavin Baker on why Elon's data center strategy is printing money — and Brad Gerstner on why nobody saw it coming:
"If you can borrow money at 6, 7, 8% and invest in something with a 55% ARR, I'm not the most sophisticated thinker, but that math maths... We do know from Jensen that @elonmusk brings data centers up faster than anyone, 122 days. Speed is literally cost."
"This whole category of taking all of this compute, which he's uniquely good at standing up, and then reselling it in a way that's highly profitable was not in a lot of people's forecasts — now it's a major component of the forecast."
— @GavinSBaker & @altcap on @BG2Pod / BGGB Pod
As Jensen Huang said, “Elon is an N of 1.”
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BG2 w/ Gavin Baker. The SpaceX IPO, Fable 5 / Mythos, AI Capex Update & Market Check. 🚀💰 @BG2Pod @altcap @GavinSBaker @_clarktang
