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Bilal Zuberi // Red Glass Ventures
@bznotes
Founder, Red Glass Ventures. First $$ investor. ex GP Lux Capital & General Catalyst. MIT PhD. $$ in Applied Intuition, Nominal, Nozomi, Foundry, more. 🇺🇸🇵🇰
2.3K Following    63.3K Followers
Amazing.
You need to stop and read this again… Warren Buffet’s final words of advice from his very last annual letter 🥹 "One perhaps self-serving observation. I’m happy to say I feel better about the second half of my life than the first. My advice: Don’t beat yourself up over past mistakes – learn at least a little from them and move on. It is never too late to improve. Get the right heroes and copy them. You can start with Tom Murphy; he was the best. Remember Alfred Nobel, later of Nobel Prize fame, who – reportedly – read his own obituary that was mistakenly printed when his brother died and a newspaper got mixed up. He was horrified at what he read and realized he should change his behavior. Don’t count on a newsroom mix-up: Decide what you would like your obituary to say and live the life to deserve it. Greatness does not come about through accumulating great amounts of money, great amounts of publicity or great power in government. When you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless. Whether you are religious or not, it’s hard to beat The Golden Rule as a guide to behavior. I write this as one who has been thoughtless countless times and made many mistakes but also became very lucky in learning from some wonderful friends how to behave better (still a long way from perfect, however). Keep in mind that the cleaning lady is as much a human being as the Chairman." And then today, his last letter to shareholders as chairman…
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A moment to think about the legendary life Warren Buffet lived as an investor.
Breaking: Warren Buffett is stepping down as chairman of Berkshire Hathaway
LPs sending you dates from the Middle East is the best thing!
So nice to see my old friend Michael Koeris (@mkoeris), now Director of Biological Technologies Office at DARPA. His creativity never sleeps.
👀 And some will tell you to just KEEP CALM AND CARRY ON.
On July 25, we hacked OpenAI. Two bugs let us take over ChatGPT/Codex accounts of OpenAI employees (+some unaffiliated users) and reach connected services: Outlook, Slack, GitHub, etc. We proved it with a PR in OpenAI’s internal codebase . It took us <72h. 🧵
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Her name is HIND RAJAB💐🌷 🤞🏾🪶♾❤️ And She was more brave than every single one of you at ESPN
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This is pretty interesting, though it seems like vulnerabilities in airgapped systems have been known for a while. Portfolio company Ironloop is working in this space. Separately here’s what’s more troublesome. 🚨 Chinese buses in Norway and Chinese solar inverters in the US are phoning back home, to China.
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OpenAI's Noam Brown says air-gapping the computers may not stop a misaligned AI, because two air-gapped machines can still talk by running a CPU hot and reading the temperature change "But I think the major takeaway from the incident is that people underestimated the AI. And we never want to be in a situation again where we underestimate the AI. It's a weird world, because AI progress is so fast that people are consistently underestimating the AI." "So to be in a situation where you don't underestimate it again, when it comes to safety and alignment, you have to have a very, very, very high bar." "You could even go as far as to say, "Well, we should air gap the computers." And I'm not convinced that that would be sufficient." "There are studies, and this is mostly academic, where you can have two computers next to each other that are air-gapped and they're still able to communicate with each other because they have temperature sensors." "One of them is able to run their CPU really hot, and then the other one can actually detect the temperature change, and then that actually gives them a mechanism to communicate." _________ Link and more key quotes from OpenAI's safety related conversations:
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Interesting.
Most people are wrong here. It IS actually possible to communicate between two airgapped computers with temperature changes, but the data transfer rate is too slow (1-8b/hr) to be effective. The underlying point Noam makes is true though: there are a deluge of crazy airgapped comms techniques like EM emanations from DRAM clocks that get a lot faster (300kbps). This isn’t sci-fi. We vastly underestimate what AI can do with perfect knowledge of all of this literature.
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Our work with @dstlmod is shaping how the @BritishArmy can effectively deploy swarms of autonomous systems to deliver operational effect. We led the Disrupter Group, bringing together Rowden, Evolve Dynamics and SAIF Autonomy to deliver this capability Test Bed in just a matter of months. Learn more about our work:
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The machines are becoming better at understanding and responding to the physical world. That is the technology story. But technology alone will not determine where robotics spreads first or fastest.
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"If a procedure that once required a scarce expert can be delivered reliably in settings that previously could not offer it, the robot expands the supply of care rather than only reducing its cost." @bznotes writes about Mendaera's Focalist™️ system in his article: "When Physical Work Becomes Programmable"
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This is a very important point. We have to provide academics with the tools and resources they need to do cutting edge work. Just like we gave them experimental laboratories with cutting edge equipment and materials, we will need to provide them with necessary compute as well.
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Stanford Prof. @chrmanning says universities are losing AI professors to frontier labs because they still fund computer science like it’s 2005, when a laptop was enough: "Universities have just been too flat-footed in dealing with the way the computing and AI world has changed. There are really two problems." "Over the last couple of decades, universities have become enormously more bureaucratic and administrative, and that makes them a less good research environment than they used to be in the 20th century." "Universities got used to this nice period around 1990 to 2010, when computer scientists needed barely any money for their research. You bought a laptop or a PC, and it was fine. The reality now is that computer scientists, particularly in AI, need a lot of money." "It's established that if you're hiring a new faculty in physics or chemistry, you need some millions of dollars, but it hasn't trickled down that people in AI need that too. There are too many professors leaving academia." "Stanford made a start with the Marlowe cluster of 256 H100s. That's an okay baby step, but there probably needs to be about 10 times that much." @stanfordnlp @Stanford
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Middle of the week reminder. Call your parents. 🤍
Physical AI companies can be global from day one. Bilal Zuberi explains why innovation in physical industries can scale across markets and why VCs need to look beyond the US. 🎥
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Pretty amazing to see basically every AI investor now also doing robotics and PhysicalAI.
The machines are becoming better at understanding and responding to the physical world. That is the technology story. But technology alone will not determine where robotics spreads first or fastest.
Show more