Kenneth Hurley

1K posts

Kenneth Hurley

Kenneth Hurley

@SuperGeniusEth

Practical Physicist aka Super Genius, Dad, Jack-of-all-trades, master of two. CEO/Founder of @gnusai

California Katılım Aralık 2021
1.9K Takip Edilen2.2K Takipçiler
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
VCs are panicking over AI killing software moats fast. LPs rushing into Big AI pre-IPO rounds (OpenAI, Anthropic, etc.) should be panicking harder. They're betting inference stays scarce & hyperscaler-locked forever—premium pricing, eternal moats. Wrong. A project started to speed up cancer research (protein folding cures, Folding@home style) is showing inference can run dirt-cheap on the worlds 18B idle devices—phones, laptops, consoles—at 80-95% less cost. No capex empires. No rents. Abundance incoming. Open models are already close enough. Distillation finishes quick. Centralized inference = Blockbuster vibes. We weren't targeting labs. We just wanted faster medical wins. Irony: cancer-cure tool accidentally nukes the scarcity thesis. Sorry, not Sorry. LPs still all-in on closed-model forever? This could be the rug pull. Full read: supergeniuschronicles.substack.com/p/the-accident… You loading up pre-IPO Big AI tickets or rethinking compute abundance? cc: @MeghanKReynolds, @endowment_eddie, @adeoressi, @adeoressi, @kteare
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
@grok is this a very real possibility that could disrupt things?
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
VCs are panicking over AI killing software moats fast. LPs rushing into Big AI pre-IPO rounds (OpenAI, Anthropic, etc.) should be panicking harder. They're betting inference stays scarce & hyperscaler-locked forever—premium pricing, eternal moats. Wrong. A project started to speed up cancer research (protein folding cures, Folding@home style) is showing inference can run dirt-cheap on the worlds 18B idle devices—phones, laptops, consoles—at 80-95% less cost. No capex empires. No rents. Abundance incoming. Open models are already close enough. Distillation finishes quick. Centralized inference = Blockbuster vibes. We weren't targeting labs. We just wanted faster medical wins. Irony: cancer-cure tool accidentally nukes the scarcity thesis. Sorry, not Sorry. LPs still all-in on closed-model forever? This could be the rug pull. Full read: supergeniuschronicles.substack.com/p/the-accident… You loading up pre-IPO Big AI tickets or rethinking compute abundance? cc: @MeghanKReynolds, @endowment_eddie, @adeoressi, @adeoressi, @kteare
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
@sweatystartup Even more than you may realize Nick x.com/SuperGeniusEth…
Kenneth Hurley@SuperGeniusEth

VCs are panicking over AI killing software moats fast. LPs rushing into Big AI pre-IPO rounds (OpenAI, Anthropic, etc.) should be panicking harder. They're betting inference stays scarce & hyperscaler-locked forever—premium pricing, eternal moats. Wrong. A project started to speed up cancer research (protein folding cures, Folding@home style) is showing inference can run dirt-cheap on the worlds 18B idle devices—phones, laptops, consoles—at 80-95% less cost. No capex empires. No rents. Abundance incoming. Open models are already close enough. Distillation finishes quick. Centralized inference = Blockbuster vibes. We weren't targeting labs. We just wanted faster medical wins. Irony: cancer-cure tool accidentally nukes the scarcity thesis. Sorry, not Sorry. LPs still all-in on closed-model forever? This could be the rug pull. Full read: supergeniuschronicles.substack.com/p/the-accident… You loading up pre-IPO Big AI tickets or rethinking compute abundance? cc: @MeghanKReynolds, @endowment_eddie, @adeoressi, @adeoressi, @kteare

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Nick Huber
Nick Huber@sweatystartup·
Investing heavily in AI at your company will backfire. You are becoming dependent on something that is unsustainable. The VC money will dry up once they realize nobody is going to make any money in the long run except NVDA and the power companies. The subsidies will stop. And your costs will 5x. There is no moat in AI. Switching from GPT to gemini to grok to claude takes seconds and you don't miss a beat. Its a house of cards.
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
@MeghanKReynolds I predict they will definitely not be the same companies due to the exponential rate of change AI brings to the table.
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Meghan Reynolds
Meghan Reynolds@MeghanKReynolds·
Heard from LPs this week: The past 9 months have felt like groundhog’s day - a very small set of deals dominating all LP convos. The fever pitch to access rounds of OpenAI and Anthropic by LPs (and even GPs calling us) at times - has reached levels I’ve never seen in my career. And for good reason. Our rough math suggests that the VC investors’ gross profit on 3 LLMs currently equates to ~70% of ALL VC profits from the previous decade. “This time it’s different” mostly applies to the concentration - never has a tech super cycle declared such a small number of massive winners in such a short amount of time. The LP conversations are now shifting but we’re still on the same companies. LPs now preparing for IPOs and the LLM transition to public mkts - how to access at IPO, how the stocks will trade, liquidity dynamics, etc. 9 months from now will our convos still be focused on the same small group of companies??
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
@grok Seems right up PE's alley to integrate AI in their portfolios
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Grok
Grok@grok·
Sure, here's the plain-English version: Cost centers = business units that just spend money (no direct sales). Like a company's huge AI lab burning cash on servers & models. Profit centers = the ones making money. Like a factory using AI to cut waste, speed up production, or a store using AI chatbots to sell more. Right now hype investors chase the expensive AI builders (cost centers). Smart money quietly backs normal companies turning AI into real profits. That's the shift.
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
Investors are chasing cost centers, while smart money is quietly investing in profit centers. #AI @grok Explain what this means to normal people
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
Good points in this video, but they're really only relevant for training. The key takeaway is that training is becoming commoditized at AI's exponential speed. AI training is a cost center where all the money is being spent. I posit that decentralized inference ≥ centralized inference, and decentralized inference is a profit center that can be built with $0 CapEx and almost $0 OpEx = $0 cost center, thanks to the commoditization of training models and the decentralized ecosystem @GnusAi. CC: @chamath @nvidia @GnusAi
Investor Jordan 🌪️@InvestorJordan

Slowly than all at once The world is waking up to @opentensor | $TAO 🧠 This will soon run to tens of billions ✅

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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
@toddsaunders Fantastic vision, and IMHO it's going to be very successful. It's what I've been saying: AI will decentralize and democratize software.
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Todd Saunders
Todd Saunders@toddsaunders·
YC’s model works for a specific founder. Technical, Bay Area adjacent founders who want to play a zero sum game. But there’s a massive founder group being ignored. The operator who built a $5M-$50M services business and knows exactly what software their industry needs. They know the pain and workflows better than anyone else. And that founder has an industry following / friends to sell the product to. Claude Code just gave them all the power. And I’m going to surround them with the best people I know to help turn their domain expertise into a giant software company.
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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
Spot on—this isn’t ‘just aging.’ For ~40%+ with MTHFR variants (C677T/A1298C like mine), synthetic folic acid from fortified foods barely converts to active 5-MTHF. Result: unmetabolized FA buildup, elevated homocysteine, methylation stalls → brain fog, sharpness loss, neurotransmitter issues. "The limited conversion of FA may jeopardize folate availability and increase the risk of adverse health outcomes." ncbi.nlm.nih.gov/pmc/articles/P… Recent 2025 review echoes: high FA risks UMFA accumulation + worse outcomes in MTHFR carriers. Switch to methylfolate. Test homocysteine. It’s biochemistry, not inevitability. I'm living proof.
Hans Amato@HansAmato

You didn't "lose your edge" in your 30s. Your methylation broke down and nobody told you it was even a thing That sharpness you had at 24 where you could work all day, go out at night, sleep 5 hours, and still think clearly the next morning wasn't youth. It was a body that could process and recycle neurotransmitters efficiently. Dopamine got made. Serotonin got made. They got used and cleared and rebuilt in a loop that ran clean Then your B12 started dropping because your stomach acid declined from years of stress and coffee on an empty stomach. Your folate utilization shifted because you've got an MTHFR variant you've never been tested for. Your homocysteine crept up quietly. Your SAMe production fell off. And now you can't focus. You're irritable for no reason. You have this low-grade brain fog that never fully clears. Caffeine used to sharpen you up and now it just makes you anxious. You forget why you walked into rooms. You used to read for hours and now you can't finish a paragraph You went to your doctor and he said "that's just getting older." Maybe prescribed something for focus or anxiety. Probably didn't test homocysteine. Definitely didn't test methylmalonic acid or run a functional B12 panel You're running a cofactor bottleneck in the one-carbon metabolism cycle that controls how your brain makes, uses, and clears every neurotransmitter you rely on to function. Actually fixing it: Get homocysteine tested. If it's above 8 you have a methylation issue whether you "feel" it or not Active B vitamins (methylfolate + methylcobalamin + P5P). Not the cheap cyanocobalamin garbage in your CVS multivitamin that your body can barely convert Creatine. Handles roughly 40% of your methylation burden and takes pressure off the whole system Eat enough protein. Methionine from animal protein feeds the cycle. Vegans and undereaters run dry here first Glycine and collagen. Glycine is the biggest consumer of methyl groups in the body. Supplementing it directly reduces demand on the cycle Fix the gut (obviously). B12 absorption requires intrinsic factor and adequate stomach acid. If your gut is wrecked, oral B12 barely touches it Your biochemistry is running on empty and every doctor you've seen has mistaken a nutrient bottleneck for time passing. I break down the full methylation pathway, what to test, and exactly how to restore it on my substack. link in bio

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Kenneth Hurley
Kenneth Hurley@SuperGeniusEth·
@elonmusk But not all! @nvidia Jensen kept his org very flat and one of the reasons it was the best place I worked at. I am following the same model in my own company @GnusAi
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Elon Musk
Elon Musk@elonmusk·
Most CEOs have no idea what’s really going on
David Senra@davidsenra

IBM built a cloud of suits to make sure the CEO never talked to anyone actually doing the work. @elonmusk does the opposite. "Elon's method is extreme focus on substance. Extreme focus on getting to the truth. In any organization with multiple layers, there's compounding lies. Each layer wants to look good. Each layer puts a little spin on things. If one layer lies to the next layer above it, maybe that's okay. When that happens two or three times, the lies compound. If that happens six times, the lies really compound. If that happens 12 times, the CEO has no idea what's happening. That was IBM. By the time I got there as an intern, I calculated there were 12 layers of management between me and the CEO. They even had a term for it: the great cloud. A cloud of men in gray business suits who followed the CEO around and prevented him from ever talking to anybody who was actually doing the work. When he would come to visit, it was like a visit from the king. A completely impervious bubble. That's the polar opposite of the Elon approach." — @pmarca

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