

Kenneth Hurley
1K posts

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







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




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??



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??

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






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

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


~90% of VCs at mega funds have their seat because they worked at or sold a hot SaaS co. But now they are all about the atoms, defense tech, manufacturing, etc. given the SaaSpocalpsye. Shouldn’t this require a 90% refresh of the investor class to meet the problem set at hand?