Shervin
11.3K posts

Shervin
@ShervinD
🗣️ In a time of deceit, telling the truth is a revolutionary act 💹 Quant trader 🇦🇺 Aussie in Dubai 🇦🇪






Que pasa con las entradas!!??








The Right to ₿ear Arms. $BTC


I promise this will be the best 20 min you spend today! Robotics: Endgame, the sequel to my last year's Sequoia AI Ascent talk, "Physical Turing Test". I laid out the roadmap for solving Physical AGI as a simple parallel to the LLM success story. Be a good scientist, copy homework ;) And stay till the end, more easter eggs and predictions for your polymarket! 00:30 DGX-1 origin story at OpenAI, I was there in 2016 signing with Jensen and Elon. Heading to the Computer History Museum! 01:42 The Great Parallel 03:31 Robotics, the Endgame 03:39 Why VLAs fall short 04:32 Video world models as the 2nd pretraining paradigm 06:09 World Action Models (WAM) 07:46 Strategies for robot data collection and the FSD equivalent to physical data flywheel for robot manipulation 11:06 EgoScale and the Dexterity Scaling Law we discovered recently 14:00 Physical RL: bridging the last mile 15:39 DreamDojo: an end-to-end neural physics engine for scaling RL in silico 17:00 Civilizational Technology Tree and my predictions for the near future. Spoiler: it's closer than you think. Thanks to my friends at Sequoia for inviting me back to AI Ascent this year! I had a blast! Last year's talk is attached in the thread if you missed it.



I used to like sleeping at 28C - cause not needing a blanket does feel kinda nice. But this advice is seriously improving my sleep quality lately. Your head is a computer and it doesn't like being hot. P.S I'm now also a proud owner of AC cleaning equipment. People, please clean your units sometimes, those can be dirtier than your floor.

this is an old interview with Alex Karp, but it proves exactly why he won: "if you want something to really work, something really complicated, you cannot hire people who are motivated by a paycheck. they have to live and breathe it." back in 2009, long before going public, early shares were valued at $0.35. they have since pulled more than a 70x return. Karp got there by doing the exact opposite of the silicon valley playbook most founders try to monetize on day one. they build a weak product, hire a massive sales team, and focus entirely on squeezing cash out of early clients Karp spent three years building with zero revenue. he refused to hire a single salesperson. instead of chasing a quick payout, his team focused entirely on solving an impossible technical problem if you chase the money first, you attract mercenaries. if you build around a massive idea and demand absolute obsession, you build an edge that no competitor can copy stop optimizing for short-term revenue. build something undeniable, and the market will eventually have no choice but to pay you bookmark and watch the archive interview here


I think I finally understand why Cristiano Ronaldo hasn’t married Georgina Rodríguez yet… but also why he’ll never let her go. 😳👀

@FoxNews Mamdani has built nothing. He is a taker, never a maker.















