I spend ~2 hours a day programming, building side projects, tinkering obsessively, trying new repos..
I get basically a DM a day asking โarenโt you a VC, why are you doing this?โ
Unlike other eras, things are moving SO fast that if you donโt do this, I simply donโt understand how folks will ever learn whatโs coming next.
For me, itโs quite simple if you want to invest in the AI era:
1) You have to understand the model capabilities to see where the next set of models will improve - still so much alpha in reading technical papers (model research)
2) You need to see what tools do they need to be successful and complete even longer long horizon tasks (infra)
3) You need to understand the harness capabilities that will make these models help building autonomous companies (app layer)
You can obviously learn this by talking to researchers / builders and simply betting on founders - and I do that too. But, I was never honestly good at learning without getting my hands dirty so just leaning in to what I know best. Itโs also honestly so fun!
So, my push to other folks who want to learn is just get started and find time to tinker daily. Once you do it for 10 days, Iโm sure youโll be equally obsessed!