adityakaul (e/acc)

@Jason I'm in

We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added

AI isn't taking your job. AI is making you CEO. Well said @balaji

I think the best framework for understanding our world post-AGI was written by a Scottish novelist in the 80s. But not for the reasons you'd think. I wrote about why freedom inevitably becomes cheaper than control. @elonmusk @dwarkesh_sp open.substack.com/pub/theunchart…

On Goals and Intelligence theunchartedalgorithm.substack.com/p/on-goals-and…

I have had enough with the MSM AI hit pieces. We need to take back control of the narrative theunchartedalgorithm.substack.com/p/beyond-the-s…

@AndyMasley Just did a piece on this and the wider issue of AI hit pieces theunchartedalgorithm.substack.com/p/beyond-the-s…

This new article from the NYT is one of the most blatant misrepresentations of the AI water issue I've seen. A ton of pictures and close-ups of faucets run dry and people suffering from drought, with a subtitle saying "When Microsoft opened a data center in central Mexico last year.... Water outages, which once lasted days, stretched for weeks" Nowhere in the article does it make clear how much of the community's water the data center is using. Surprise, again, when you dig in, you find out that the data center is using tiny fractions of the region's water, comparable to any other industry in the region. The data center seems to have a maximum permit of 25 million gallons per year (about 1/4th of a large car factory). context.news/ai/thirsty-dat… A maximum permit is often way higher than actual use. It's there for worst-case scenarios, because permits are hard to change once you get them. Microsoft claims it only draws water 5% of the year. news.microsoft.com/source/latam/c… The area the data center is in draws 25 billion gallons per year if we multiply the population by the government's given water per person number. es.wikipedia.org/wiki/Zona_metr… ceaqueretaro.gob.mx/en-litros-de-a… So the maximum amount of the region's water the data center is permitted to draw is only 0.1% of the water there. If this article said "After a factory was built, a region's water demand went up by 1/1000th. Droughts that lasted days now lasted weeks" and then featured a ton of pictures of people suffering from lack of water, I think the average reader would ask "Wait, what? That's clearly not the cause of the water issue then." The authors surely know that they could just look into how the data center compares to any other regional use of water, but as usual they don't, and leave the reader to infer it must be the main culprit. Intentionally misleading. When I have time I can look into the other region's mentioned, but this is all pretty easy, and you the reader can do the same! NYT article: nytimes.com/2025/10/20/tec…

For institutional investors looking for a differentiated source of alpha in this space, I'm opening up a limited number of slots for private briefings to discuss our methodology and the full signal pipeline. Get in touch to discuss the methodology and the full signal pipeline.

The AI infrastructure trade is noisy. Finding a real edge means going deeper. For the past 6 months at @Persevera_AI our focus has been on analyzing complex supply chain and regulatory data to find the real, physical-world bottlenecks of the AI buildout.

@Deepneuron Congrats Deep! Kids are an absolute joy ❤️

Officially became a Dad today. Welcome to the world Celeste, Daddy loves you. Daddy will make the world a better place for you. ❤️

History repeats but memories fade

Feel the energy. Be the energy 👊🏽

We are going to become interplanetary We are going to the stars

Golden age baby