triangle man ☀▶️

I interview dozens/hundreds of new grads, nearly every day of the year. These are people with a well-formatted resume and a Bachelor's Degree in Engineering from well-regarded US universities and a GPA above 3.6. The majority cannot engineer, cannot function independently, cannot answer basic technical questions. We have watered down standards and inflated grades to the point that a bright, enthusiastic student spending four years in school sends almost no signal at all. What does? Hard evidence of actually building stuff. There is no substitute for actually doing the thing.

I’m getting tired of “experts” like this misunderstanding what they’re looking at. LLMs are giant databases of stuff HUMAN BEINGS have done. They are the EXHAUST of humanity. Prompts are database queries into EXISTING DATA. It’s a fuzzy search engine, not intelligence.

When I was reporting for 60 Minutes in China, I was told by people I met that they regard America as inferior, specifically because they say the U.S. does not understand how to play the long game. They said with disdain: “We think in terms of centuries - Americans can only think in terms of minutes.”

People think the future of defense is low cost drones but actually it's this

Bearing in mind that 1-3% is calculated after millions upon millions of dollars are payed out for CEO and executive bonuses and salaries

The Pentagon has approached Ford and General Motors about restarting production of weapons and other military equipment — WSJ The DOD is interested in enlisting the companies to use their personnel and factory capacity to increase production of munitions and other equipment.

Outside of the US, the Middle East has drawn the most data center investment given the combination of cheap power, abundant land, state-backed capital, streamlined permitting, proximity to users, and relative political stability. That's likely over.