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  1. I spent some time in the US recently – three months in DC and three months in Chicago.

  2. Selling to Agents

    When AI agents start buying things, how do you sell to them?

  3. Capability is Half the Constraint

    AI capabilities are continuing to ascend.

  4. System 3 thinking

    I’ve been thinking for a while that there’s a piece missing from LLMs.

  5. AI fiction

    Science fiction stories are a lot more important than Serious People will admit.

  6. As Ilya said at NeurIPS, we only have one internet.

  7. Investing for the Singularity

    The previous post looked at how you might invest for a scenario where AI can do most white-collar work (AGI, roughly speaking), without being broadly superhuman (ASI).

  8. Investing for the AI transition

    At this point it seems basically certain that AI will be a major economic transition.

  9. Recent large language models such as Llama 3 and GPT-4 are trained on gigantic amounts of text.

  10. There’s a nice blog post from last year called Go smol or go home.