Jeff
1.1K posts
@jeffdfeng
Co-Founder @Sei_Labs // previously Coatue & @GoldmanSachs
US farmers are rejecting $33 to $80 million offers for their land from data center companies. The tension between AI and land is real.
There is no substitute for the person who Knows What To Do.
Pokemon Go players unknowingly helped train delivery robots after generating over 30 billion real-world scans through the game That data is now being used to help autonomous robots navigate city streets
🎾Introducing LATENT: Learning Athletic Humanoid Tennis Skills from Imperfect Human Motion Data Dynamic movements, agile whole-body coordination, and rapid reactions. A step toward athletic humanoid sports skills. Project: zzk273.github.io/LATENT/ Code: github.com/GalaxyGeneralR…
Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." @illscience on BILLIONS with @GuillaumeMbh
when everyone can produce, nobody gets paid to produce. if software proliferates like content it kills the talent premium for pure software engineers example: youtube destroyed the middle tier of media. the top still thrives but everything between the best and free gets gutted
Computer science is gradually returning to the domain of physicists, mathematicians, and electrical engineers as large language models automate much of what we currently call software engineering. The field’s center of gravity is shifting away from manual code writing and toward deeper theoretical thinking, mathematical insight, and systems-level reasoning.
Atoms. atoms.co/vision
The run on inference capacity is coming. You have been warned.
AI is going to drain a lot of moats.
If you’re downplaying the humanoid robot economy, you’re making the same mistake some people made about the internet in 1993. The infrastructure is being built right before your eyes.
