Naval (@naval)
@naval
Incompressible
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If there were backdoors and biases hidden in open-weight models, you could count on closed-weight labs to find and reveal them.
Don’t sell anything you wouldn’t want your children to buy.
When software was expensive - thin, horizontal, best-of-breed software stacks extracted rents across every business.
Now that software is cheap - value moves to vertically integrated businesses that deliver opinionated end-to-end experiences.
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If the child loved the parents as much as the parents loved the child, their passing would be intolerable.
The problem with truth is, once you see it, you can’t unsee it.
Happy Birthday America, Land of the Free.
Don’t give up on the First, Second, Fourth, and Ninth Amendments.
They’re unique, and your freedom - and the worlds’ - depends on them.
If AI is doing the writing, it should do the reading too.
It's the Age of Builders.
(sorry financiers and talkers)
New podcast, new format. Three founders join us.
Waste Tokens, Save Time
00:00 Three Frontier Founders
01:27 AI Software Factories
04:15 Waste Tokens, Save Time
05:47 Models Instructing Humans
09:30 Is Pure Software Dead?
12:04 You Don't Get Stuck Anymore
With @rauchg, @maxhodak_, and @bscholl.
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The latest IQ test involves data centers and water.
