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i staged at the french laundry last week and wrote about it
essay below
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Michael Ferro
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Michael Ferro
@MichaelFerro
student, prev @tbpn
Los Angeles Katılım Eylül 2021
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Michael Ferro retweetledi
Great point from @jacobhelberg on @JTLonsdale podcast: rebuilding American industrial capacity means providing American manufacturers with world-class components that enable them to be globally competitive.
Bullish on the long-standing US-Philippines alliance!
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Michael Ferro retweetledi
Interesting @DouthatNYT on @nanransohoff's essay, @WillManidis's pieces, and (in passing) the call for New Aesthetics: nytimes.com/2026/05/23/opi….
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this is a no tipping establishment. in an effort to benefit all employees we have added a 20% gratuity on the bill. we are proudly tip free.
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Michael Ferro retweetledi
commercial aviation is overdue for a new form factor
the core problem is that flying has improved technically while degrading experientially
bullish on rebuilding planes from first principles!
Chris Hume@chrishume_
Incredible
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Michael Ferro retweetledi
a large part of the current bundle of knowledge work tasks consist of “convincing people of stuff”. marketing to drive sales, making a deck to get investment, designing products that people want to use, etc. superpersuasion is on the hot path of knowledge work tools
Dwarkesh Patel@dwarkesh_sp
# The mistake of conflating intelligence and power I had an interesting discussion recently. Someone asked me, what is intelligence? I said, the ability to achieve your goals across a wide range of domains. Okay, he says, then by that definition isn’t Donald Trump the intelligent person in the world, followed in quick succession by Xi Jinping and Vladimir Putin? To be clear, these people are obviously very competent and clever. But when you think of ASI, you don’t think of Trump, but more so. The person who kept pressing this question was correctly pointing out that I basically defined intelligence as power. And by this definition, Stalin was the most intelligent person who ever lived. Now, of course, you could change the definition of intelligence to something more like, manipulate abstract concepts and rotate shapes. But notice that the most powerful people in the world do not max out this quantity. The correlation between extreme power and this kind of intelligence might be even weaker than the correlation between extreme power and height. The physicists are not running the world. We tend to conflate power-seeking AI and superintelligent (in science and tech) AI. I’m not denying that AI can be power-seeking. Whatever skills and drives Donald Trump has could be embodied in a digital mind. I’m simply pointing out that the way AI systems are currently becoming smarter (by getting trained to be to be really good at specific economically valuable tasks like coding) is not that strongly correlated with power. We often talk about power in this way that misunderstands how it is actually derived in our world. Our intuitions are primed by games like Diplomacy or Go, which are designed to isolate and reward a g loaded kind of strategic reasoning. But in the real world, power is more the product of having the authority and trust to get lots of people to collaborate with you, rather than some galaxy brain scheming capability. Trump is not powerful because his brain, considered in isolation, is the most effective optimization engine on Earth. He is powerful because the government which hundreds of millions of people consider legitimate gives him a lot of authority. A group versus individual level analysis is useful here. As @GarettJones has written a lot about, individual IQ is only modestly correlated with individual income, but national IQ is strongly correlated with national outcomes. This is because intelligence has a lot of spillover effects - smarter societies cooperate more, save more, and can coordinate to build things like space shuttles and semiconductors. Richard Trevithick, who invented the high-pressure steam engine, died in poverty, buried in an unmarked pauper’s grave. But the fact that 18th and 19th century Britain had lots and lots of people like Trevithick contributed to Britain being able to set up a global empire and outcompete lots of backwards principalities around the world. It seems to me that the right mental model is that automated firms will outcompete everyone else in normal capitalist ways, rather than a single AI outthinking everyone else.
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Michael Ferro retweetledi
Michael Ferro retweetledi
look you probably shouldn't listen to a guy that doesn't have a g650 about wealth creation but i think i've done well for myself and 99% of the opportunities i've been blessed with in this life have come from being a full, flawed, flesh and blood human on the internet. have fun.
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Michael Ferro retweetledi
feels clear that AI is creating new demand for analog experiences and will unlock magical new ways to interact with the physical world
Christina Agapakis@thisischristina
Husband and Claude set up a receipt printer to make daily briefings for the kids
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given the vague post is blowing up, i want to tell you all a story from last night in nyc and where i think the world is going.
last night, i went for a long walk as i felt quite existential about my business. i stopped into a restaurant. they had one last seat at the bar. i was sat next to a new friend, also 23, that teaches chess to kids and resells vintage clothes.
he asked what i did after i peppered him with questions. i told him i just make chatgpt work for businesses. he could go into the actual chatgpt app and it would know what recent lessons he gave, how he communicated with clothing suppliers, and actually do the monotonous work for him. no setup, no management on his end.
he was fascinated and open to the idea. we sat next to each other for hours and ended up talking about the implications of ai, the fear of joblessness many of our friends experience postgrad, and the meaning crisis if everything is automated (but how good the bartender's aux was, how she nearly went to deep springs college, and nascar drivers).
i generally agree but still hold that ai is the most empowering technology ever bestowed upon humanity. the gap is only engineers and pseudo-technical people can make it truly work for them in the interfaces people are comfortable with (ChatGPT/Codex & Claude). we sand down the rough edges to make the models understand our context across imessage, notes, and disparate systems.
now, step back for a minute and put yourself in your parents' or grandparents' shoes. think about the monstrous software they must battle everyday to get their job done. the legacy ERP that takes 45 minutes to process an order (i just learned what an ERP was 2 months ago).
it is obvious to me that the labs will continue pushing models up the exponential. they will make it easier for people across the country and the world to build with ai, have the models automatically surface workflows and automations for monotonous work. however, we are a ways away from this.
you, dear reader, have the unique skill set to direct codex to solve the problem. to build the integration that "just works" then to store the proper memories so it can do it faster and knows who your dad is and how he works. this technology should "just work." it is literally intelligence in a box; ai is the most malleable technology humanity has every experienced. make it so.
i hope this causes many businesses of my shape to spawn up.
go do this for the 3 businesses you know. go do this for your parents to help them have more free time to focus on what they actually love doing (i can almost assure you it is not manually inputting data into an ERP).
i have no idea if this is a "venture sized" outcome. candidly, i do not care. the largest impact i think you and i can have is to deliver on the promise of ai. it is the most human technology we have ever created.
intelligence that understands you, your parents, and your grandparents. intelligence that never tires, that handles the monotony no human wants to do, so we can focus on what is truly human -- serving others.
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Michael Ferro retweetledi
Very exciting development.
I strongly believe partnering with allied nations like the Philippines will be critical for developing key industrial capabilities, particularly in robotics.
Christian Mochen 🇺🇸🇵🇭@CMochen
wsj.com/world/asia/u-s… We’re already here pulling critical components out of China for Western resilience. Manufacture where it makes sense.
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Michael Ferro retweetledi
Today we announced plans for a historic 4,000-acre Economic Security Zone in the Philippines—the first AI-native investment acceleration hub under Pax Silica. This purpose-built platform will secure inputs vital to American supply chains and transform how allies manufacture together.
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Michael Ferro retweetledi
asked claude to turn me into a marathon runner in 10 weeks
it worked
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Today I'm excited to announce Orbital, a new company building AI data centers in space.
The physics is straightforward. In sun-synchronous orbit, solar power is available 24/7 and delivers 5x the energy of a panel on Earth's surface - no clouds, no night. Cooling is free, too - heat radiates directly into near absolute zero. Meanwhile, data center builds on Earth are running into grid limits and pushback from communities.
Orbital is deploying a constellation of satellites designed to run inference at scale. Jensen recently noted that the inference inflection point has arrived, with inference compute having grown 10,000x in the past 2 years.
Building the thousands of satellites required for this constellation is a generational opportunity for American manufacturing. Our Factory-1 in Los Angeles, with more to follow, will bring robotic satellite assembly to U.S. soil.
The energy ceiling on AI isn't theoretical — it's a real constraint that is impeding the advancement of intelligence.
We are building the solution.
orbital.inc
@orbitaldotinc
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i staged at the french laundry last week and wrote about it
essay below
English