Stating the Obvious #4: Multimedia by Default
I've read many generative AI takes that sound something like: "The cost of creation is going to zero" or "Everyone is a creator now", including my own. The effect of such phenomenon would be a Cambrian explosion of digital content on the internet; from text to 3D assets to music and everything in between. If this is true, we can make a few observations about this future state. The internet will be a lot noisier. This is pretty straightforward, there's just going to be more shit out ...
Stating the Obvious #4: Multimedia by Default
I've read many generative AI takes that sound something like: "The cost of creation is going to zero" or "Everyone is a creator now", including my own. The effect of such phenomenon would be a Cambrian explosion of digital content on the internet; from text to 3D assets to music and everything in between. If this is true, we can make a few observations about this future state. The internet will be a lot noisier. This is pretty straightforward, there's just going to be more shit out ...
Stating the Obvious #3: Web3 is...
Over the past year, I’ve desperately tried to turn "Web3 is..." into a full sentence. I brainstormed and debated with my peers, I studied Web3’s history (which is really cryptography’s history), and followed community discourse. But nothing stuck. However, it was abundantly clear people wanted “it”, whatever it was. My goal was to develop a mental model to understand how and why Web3 would happen. The hope was, equipped with this model, I could be a better investor in and advocate-for the tec...
Stating the Obvious #3: Web3 is...
Over the past year, I’ve desperately tried to turn "Web3 is..." into a full sentence. I brainstormed and debated with my peers, I studied Web3’s history (which is really cryptography’s history), and followed community discourse. But nothing stuck. However, it was abundantly clear people wanted “it”, whatever it was. My goal was to develop a mental model to understand how and why Web3 would happen. The hope was, equipped with this model, I could be a better investor in and advocate-for the tec...
Stating the Obvious #2: Invention, Intention, Implementation
Today, on our morning walk, Anay pointed her finger towards a magnificently large home and said "The guy who owns that invented the standing-wheel-thing". The device she was trying to describe is the segway. Yes, the ingenious machine that brought us Paul Blart. Immediately, I envisioned an old man sitting on an oversized couch in his oversized living room with oversized windows holding an oversized check for some dollar amount with too many zeros. And I thought: how strange it is that we val...
Stating the Obvious #2: Invention, Intention, Implementation
Today, on our morning walk, Anay pointed her finger towards a magnificently large home and said "The guy who owns that invented the standing-wheel-thing". The device she was trying to describe is the segway. Yes, the ingenious machine that brought us Paul Blart. Immediately, I envisioned an old man sitting on an oversized couch in his oversized living room with oversized windows holding an oversized check for some dollar amount with too many zeros. And I thought: how strange it is that we val...
Stating the Obvious #1: AI Thoughts
Like most investors, I've been trying to grasp what’s going on in the AI space today. Three observations:An incredible amount of progress has taken place since I was a computer vision x agriculture researcher in 2017 - see Elad Gilad’s summary and Stanford’s 2021 report and State of AI 2022.The rate of AI development continues to increase and AGI forecasts are shrinking - see this weak general AI survey and this AI programming AI survey.AI safety dialogue remains reserved to a handful of...
Stating the Obvious #1: AI Thoughts
Like most investors, I've been trying to grasp what’s going on in the AI space today. Three observations:An incredible amount of progress has taken place since I was a computer vision x agriculture researcher in 2017 - see Elad Gilad’s summary and Stanford’s 2021 report and State of AI 2022.The rate of AI development continues to increase and AGI forecasts are shrinking - see this weak general AI survey and this AI programming AI survey.AI safety dialogue remains reserved to a handful of...
