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Sometimes, all it takes is to find kindred souls to feel like the world is an amazing place.
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James Cham
34.2K posts
James Cham
@jamescham
@bloombergbeta; of the San Gabriel Valley; investing in 2050; working to improve the second derivative; looking for troublesome ringleaders!
Palo Alto, CA Katılım Ekim 2007
5.8K Takip Edilen17.4K Takipçiler
The new university should be libraries 💕📖
George Krachtopoulos@krachtopoulos
@DStrachman Such places will become the new universities that are slowly emerging. Places that actually honor the principles of learning, exploration, and experimenting/building, since most educational institutions have drifted to credentials.
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@andrewchen Oh yeah. Yergin and Vaclav Smil changed the way I thought about energy.
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Long overdue. Have heard so many good things about this one…
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“It is not only about scaling the raw computational capacity of an agent, but about building systems that can operate at the scale and within the context of a real society. This means putting as much effort into building agent institutions as building agents themselves...” via @profjamesevans @bratton @blaiseaguera
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James Cham retweetledi
Spurred by doing more dinner organizing, does anyone have tips on how to host topic themed dinners, balancing a common conversation, staying on topic, and having fun? (Essays or book recs appreciated)
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James Cham retweetledi
so @mabb0tt and I are once again volunteering to teach cs153.stanford.edu
there are so many new frontiers to be pioneered
thank you to our speakers like @karpathy @bhorowitz @brendaniribe @DavidBaszucki @LiamFedus @ekindogus @sama for investing in the next generation
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James Cham retweetledi
@alexolegimas @joshgans If only we had some smart way to manage scarcity!
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Something that people making AI economics predictions should take into account is that 1) current AI use is heavily subsidized, 2) demand for smart, compute-heavy models is exploding w/ few price signals to discipline use, 3) we will be hitting serious compute constraints soon.
Translation: We have been living through a period of abundant AI; get ready for the age of compute scarcity. There will be more rationing, multi-tiered markets, new token allocation infrastructure, etc.
Patrick Moorhead@PatrickMoorhead
My patience is wearing thin Claude.
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Gokul has terrific advice about applying zero based budgeting thinking in novel life situations (as well annual budgeting cycles).
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James Cham retweetledi
Hard to believe it’s been 50 years since the three of us signed Apple into existence. The Apple‑1 and Apple II were just the beginning, and watching the journey since has been extraordinary. Proud to have played my part. #Apple50 @FastCompany
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The job of the Prophet is the warn us how bad things could get, and the job of the Wizard is to desperately work to prove them wrong.
It is important to know the difference, and be aware of what role you’re playing.
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Two patterns for effective work with agents: pyramids or loops...
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AI gives us a chance for a great value reset as we figure out which signals have quality because they have value and which signals had quality because they seemed scarce?
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Cool to hear Michel in public…
Molly O’Shea@MollySOShea
BREAKING: Inside Marc & Ben's Multi-Family Office — a16z Perennial Chief Investment Officer, Michel Del Buono Why wealth management is broken & how to financially prepare for a SpaceX IPO This is a closer look at how $50M–$1B+ personal portfolios are actually constructed & managed Important: Michel also explains why many founders make critical mistakes immediately after their first liquidity event, & how to avoid them. We cover: • The “no man’s land” between wealth managers & asset managers • How founders should handle liquidity events ($50M–$1B+) • Diversifying concentrated stock without killing upside • Venture returns & why manager selection matters more than exposure • Real estate, taxes, & after-tax alpha • Why volatility is an opportunity, not a risk • How to actually choose (and not get trapped by) a wealth manager Special thank you to Dave Maloney 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michel Del Buono, CIO @a16z Perennial (01:25) The idea behind a16z Perennial (03:38) What’s broken in wealth management (09:05) How wealth has changed over time (11:57) How fee structures shape portfolios (15:26) Why single family offices are hard to run (19:47) Who wealth management is really for (23:26) What makes Perennial different (22:21) Preparing for massive liquidity events: SpaceX, OpenAI... (24:01) How to choose the right wealth manager (26:39) Why switching firms is so hard (28:01) How portfolios are actually built (31:29) Why volatility is an opportunity (32:47) Why real estate is so powerful (34:55) Taxes and the Billionaire Tax debate (38:46) Should you move to save taxes? (40:59) Chamath : SPAC losses & how they affect taxes (42:21) Secondary deals, fake Anduril SPVs & the risks (46:16) What drives returns in Venture Capital (49:42) Biggest Lesson from Marc Andreessen & Ben Horowitz (51:27) The biggest mistake founders make with money (52:53) How to invest after a big exit (54:16) Concerns around private credit (56:38) What big IPOs mean for markets (58:08) Keeping up with markets (59:35) What’s the focus this year at a16z
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James Cham retweetledi
The race between building a brand new working wysiwyg document editor and navigating the politics of existing wysiwyg doc editors to actually integrate AI meaningfully.
James Cham@jamescham
The race between figuring out computer use for Windows NT applications vs figuring out how to reverse engineer and rebuild those applications.
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James Cham retweetledi
It took me 5 years to figure out how to apply Cognitive Transformation Theory — a theory of accelerated expertise. This is what made it finally click.
In January this year, we ran Speedrunning the Idea Maze — a live course about searching for product market fit (PMF).
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@nbaschez Which signals have quality just because they have quality and which ones had quality because they seemed scarce?
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James Cham retweetledi
A lot of previously scarce signals are now abundant and therefore don’t work as signals
- nice websites
- well-personalized cold email
- professional photos and illustrations
What is still scarce?
Peer Richelsen@peer_rich
having a nice website is no longer a sign of trust
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James Cham retweetledi
I have a long overdue manuscript and a lot of documents to pull from databases.
Here is how I automated this workflow so I spent more time thinking and less time clicking.
open.substack.com/pub/computatio…
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