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Shaun Maguire
@shaunmmaguire
Partner @sequoia // @caltech physics PhD // Views are my own
1.7K Following    414.3K Followers
1) Jensen is one of the greatest entrepreneurs of this generation 2) he did something incredibly dumb 3) it was bad for America 4) but my guess is there was no bad intention 5) two mistakes don’t make a right, and I believe Jensen is irreplaceable for America’s AI leadership
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Downplaying political violence will lead America to a very dark place
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The reason I had only 10.2GW at the end of 2027 was because of an expectation that we'd have a blue wave (But this also means rev/GW will be higher) The reason I had CapEx/GW going down in mid 2027 is because of an expectation that Neoclouds will be forced to sell assets at a discount The more complex the terrestrial compute game... the more it benefits those that can deal with complexity And the more it benefits space compute *Again, this is not investment advice. I'm trying to help people think through a very complex space*
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The left thinks you’ve gotten involved in Politics out of a craving for power When in reality it seems like what you actually want is to ensure we maintain the balance of power into the future Trying to entrench one side is very different than trying to maintain balance between two sides This is deeply misunderstood
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The left claims the right is eroding democracy I used to believe this Now I strongly believe that the inverse is true, the left is eroding democracy If you don't believe this, ask yourself: 1) why won't California pass a Voter ID law? 2) why does the left allow >10 million illegal immigrants into America? 3) why was President Trump investigated over classified documents but Biden and Clinton weren't (they both had classified documents)? 4) why did Democratic operatives find a second Dan Sullivan to run against the incumbent Dan Sullivan in Alaska? 5) how are the courts able to block the deportation of violent illegal immigrants who have deportation orders? (not all, the subset with criminal indictments) From the mid 1800s until 2016 the left and right had roughly symmetrical powers But the 2016 election fractured the right into two groups: the legacy Republican party vs MAGA While they were fighting with each other, the Democratic party solidified an exceptional -- and asymmetric -- level of power We see this in its most pronounced form in the courts today; but the trajectory is a uniparty This would effectively be the end of Democracy in America If the Democrats want my vote again then do the following things: a) pass a voter ID law b) make electoral college and congressional power proportionate to *citizen population* rather than *total population* (including illegal immigrants) c) remove threats to pack the Supreme Court (and in a perfect world pass legislation capping the Court at 9 judges) 🇺🇸
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We will enter an age of abundance If we can stop the communists for the next 5 years
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If you are an ambitious young person I still believe joining @SpaceX is one of the best career decisions you can make The world is pivoting from bits to atoms and there is no better training ground for atoms than SpaceX It may feel late but it's early Also the mission! 🚀🌕
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France is a remarkable country with a proud history Part of this history is revolution — the French are native to it in a way very few others are Revolution is like the seasons for them But this Revolution is different It’s closer to the Arab Spring than the storming of Bastille in 1789 But there lies the danger Many Frenchmen are assuming their country will be fine after this season, allowing them to sleepwalk through winter thinking it’s Spring I’d wager it will be lost for centuries if the French don’t wake up en masse and with haste ❤️ 🇫🇷
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Genuinely remarkable We are living through interesting times
We are seeing the very beginning of investors starting to understand SpaceX
@aaronburnett SpaceX is extremely hard for most people to understand
What happened at Cornell is disgusting But if you think it’s bad, go look into what the migrant rape gangs in Europe have been doing
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What Cognition doesn’t understand is that we’re sitting on a nuclear weapon to end them Hopefully we don’t need to use it
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After >$15B of development costs (per the S-1) And almost 15 years of research Starship has delivered its first orbital payload She will change the course of humanity
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Currently flying over the future 51st state
This is a 3 out of 10 compared to what we’ve seen at Synagogues in Canada over the last few years But I think many would be shocked if they understood: 1) the lack of distinction between “Jews” and “Zionists” 2) how widespread the intimidation is
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Is your company willing to provide this level of field support?
Recently, a Neros instructor embedded with @USArmy 7ID for a two-day combined arms live fire exercise, camping alongside operators in the field the entire 48 hours to make sure they had the support they needed. A 1-2SBCT team leader said our instructor “provided epic support (per usual)” and was with them “every step of the way” to the point he’s now known as their “Strike Team Mascot”. Proud of our Business Development team for always going the extra mile to keep end users lethal with our drones.
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Hasan is saying what Zohran thinks
A man from the future arrives to warn about EA
>be me >discover effective altruism >apparently normal charity is inefficient >why donate to random sad thing when spreadsheet can tell you optimal sad thing >fair enough >buy mosquito nets >save lives >numbers look good >feel powerful >couple years later >someone asks an innocent question >why only count people alive today >huh >future people matter too >obviously >my grandchildren shouldn't matter less just because they haven't spawned yet >reasonable.jpg >keep following logic >what about their grandchildren >also yes >what about people in 500 years >sure >5000 years >why not >500 million years >starting to get weird but morality is morality >open calculator >humanity could survive for an astronomically long time >could colonize galaxy >could have trillions upon trillions of descendants >maybe digital people too >maybe simulated civilizations >maybe dyson spheres full of happy uploaded minds >calculator starts smoking >realize currently living humans are rounding error >8 billion people suddenly looking extremely beta >future contains potentially 10^something people >can't even fit beneficiaries in google sheets >new moral priority unlocked >protect the long-term future >stop thinking in units of "people helped" >start thinking in "fraction of cosmic endowment preserved" >malaria? >terrible >but only kills existing humans >AI extinction could delete the entire light cone >nuclear war could permanently derail civilization >bad institutions could lock in terrible values for ten million years >someone invents wrong constitution in 2140 >quadrillions suffer >better fund governance workshop now >friend says maybe we should improve hospitals >explain opportunity cost >friend says hospitals are full of actual sick people >explain scope sensitivity >friend stops inviting me to dinner >need to decide what to fund >easy >expected value >suppose project has one in a million chance of preventing extinction >sounds tiny >but extinction destroys 10^50 future lives >multiply >mother of god >$10 million project has expected value of several galaxies >charity evaluation complete >someone asks where the one-in-a-million number came from >expert judgement >which expert >us >how calibrated >extremely thoughtfully >reduce estimate to one in ten million to be conservative >still beats curing cancer by 38 orders of magnitude >epistemic robustness achieved >someone says maybe project doesn't work >assign 20% chance >still astronomical >maybe project makes problem worse >assign 5% chance >still astronomical >why 5 >because 30 felt pessimistic >publish 46-page report >contains seventeen sensitivity analyses >every sensitivity analysis begins after assuming intervention has positive sign >critic says you're multiplying enormous hypothetical stakes by extremely uncertain probabilities >yes >that's literally why it's important >critic says the uncertainty might be structural rather than numerical >make probability smaller >critic says no, I mean maybe your model is wrong >make probability smaller again >critic begins rubbing temples >discover AI safety >perfect longtermist cause >AI might kill everyone >or create utopia >or seize galaxy >or tile universe with paperclips >or create billions of conscious software minds >finally a problem with numbers big enough for me >start AI safety nonprofit >mission: prevent dangerous AI >hire smartest people available >smartest people immediately start building better AI to understand dangerous AI >interesting >we must understand capabilities to understand safety >we must scale models to study alignment >we must race ahead so less responsible actors don't get there first >we must deploy systems to learn how deployment can go wrong >we must build the thing quickly because building the thing quickly is dangerous >outsider asks why the people most worried about AI apocalypse all work at AI companies >complicated field >company releases stronger model >very concerned >company begins training even stronger model >extremely concerned >company raises $14 billion >concern reaches unprecedented levels >need to influence government >future is at stake >normal democratic process too slow >politicians don't understand exponential curves >public doesn't understand x-risk >experts must guide them >who counts as expert >people who understand x-risk >who understands x-risk >our friends >someone objects that this seems politically convenient >explain we're representing future generations >future generations unavailable for comment >develop concept of value lock-in >terrifying possibility that one ideology controls civilization forever >therefore extremely important that civilization adopts correct values before lock-in >whose values >let's circle back >begin with impartial morality >end with small group of people deciding what quadrillions of hypothetical beings would want >beautiful arc >meanwhile actual humans keep doing annoying things >voting wrong >having parochial attachments >loving family more than strangers >caring about local community >getting upset when told their suffering is cosmically negligible >evolutionary biases everywhere >explain that moral intuition cannot be trusted >except intuition that future digital people count >and intuition that extinction is uniquely bad >and intuition that our probability estimates are sane >and intuition that our institutional choices improve the future >those intuitions survived peer review >someone donates $5k to local homeless shelter >inefficient >could have funded 0.0000000000003% of an AI governance researcher >think of all the simulated people you just killed >okay maybe don't phrase it that way publicly >PR team says "future generations deserve a voice" >much better >journalist asks what longtermism means >say "future people matter" >everyone agrees >great >journalist asks what follows from that >well technically we should redirect enormous resources toward low-probability interventions affecting astronomical futures >journalist raises eyebrow >return to "future people matter" >motte has entered the chat >critic: of course future people matter >me: glad we agree >critic: I don't agree that your institute knows how to help them >me: why do you hate our grandchildren >eventually notice uncomfortable implication >if future value dominates everything >then helping people today mostly matters through effects on future >education matters because future institutions >health matters because future productivity >democracy matters because future trajectory >human beings slowly become instrumental variables in their own moral philosophy >see starving child >feel compassion >check spreadsheet >child's direct welfare contribution negligible >but perhaps childhood nutrition improves national institutional quality >compassion restored >tell myself this is impartial altruism >one day assistant asks obvious question >"how do you know your intervention actually improves the far future?" >silence >open spreadsheet >increase column width >add confidence interval >assistant asks again >"no, I mean how do you know the sign is positive?" >stare into cosmic light cone >10^50 people staring back >none of them exist >none of them can tell me >none of them can falsify my assumptions >realize I have invented the perfect constituency >infinitely important >completely silent >and always represented by me
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