Braydon d.
12.7K posts

Braydon d.
@ReserveKeeper
Wishing not to be overcome by rationalism.









Dear Italian soccer fans, Don’t wait four more years. Swap your jersey for Canada. Find us outside @cafedipTO tomorrow, April 4 2026, between 10 am to 2 pm

The AI race will not be won with chatbots that predict the next word. In today’s Wall Street Journal, I argue that staying ahead of China requires a new class of AI models built on physics, chemistry, and quantitative reasoning, not just language and images. China’s next five-year plan doubles down on materials science, quantum technology, energy storage, and defense. These sectors run on equations, not prompts. Language models are wonderful productivity tools, but they are not designed to compute optimal alloy compositions, advance semiconductor design, or model high-dimensional financial risk. Pharma, semiconductors, energy, and financial services represent more than $25 trillion in global output. These industries require quantitative AI trained on lab data, robotic experimentation, and the equations of the physical world. Read the full op-ed in the WSJ here: wsj.com/opinion/americ…

The AI race will not be won with chatbots that predict the next word. In today’s Wall Street Journal, I argue that staying ahead of China requires a new class of AI models built on physics, chemistry, and quantitative reasoning, not just language and images. China’s next five-year plan doubles down on materials science, quantum technology, energy storage, and defense. These sectors run on equations, not prompts. Language models are wonderful productivity tools, but they are not designed to compute optimal alloy compositions, advance semiconductor design, or model high-dimensional financial risk. Pharma, semiconductors, energy, and financial services represent more than $25 trillion in global output. These industries require quantitative AI trained on lab data, robotic experimentation, and the equations of the physical world. Read the full op-ed in the WSJ here: wsj.com/opinion/americ…

The AI race will not be won with chatbots that predict the next word. In today’s Wall Street Journal, I argue that staying ahead of China requires a new class of AI models built on physics, chemistry, and quantitative reasoning, not just language and images. China’s next five-year plan doubles down on materials science, quantum technology, energy storage, and defense. These sectors run on equations, not prompts. Language models are wonderful productivity tools, but they are not designed to compute optimal alloy compositions, advance semiconductor design, or model high-dimensional financial risk. Pharma, semiconductors, energy, and financial services represent more than $25 trillion in global output. These industries require quantitative AI trained on lab data, robotic experimentation, and the equations of the physical world. Read the full op-ed in the WSJ here: wsj.com/opinion/americ…

The AI race will not be won with chatbots that predict the next word. In today’s Wall Street Journal, I argue that staying ahead of China requires a new class of AI models built on physics, chemistry, and quantitative reasoning, not just language and images. China’s next five-year plan doubles down on materials science, quantum technology, energy storage, and defense. These sectors run on equations, not prompts. Language models are wonderful productivity tools, but they are not designed to compute optimal alloy compositions, advance semiconductor design, or model high-dimensional financial risk. Pharma, semiconductors, energy, and financial services represent more than $25 trillion in global output. These industries require quantitative AI trained on lab data, robotic experimentation, and the equations of the physical world. Read the full op-ed in the WSJ here: wsj.com/opinion/americ…




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