Henry Li
948 posts

Henry Li
@lhenryli
Caveo, ergo taceo







Many are saying it. When I've given this presentation, people have been shocked. I get a bunch of questions like 'Isn't Chinese science fake? Is this because of Trump? Is China near the peak?' and the answer is universally 'no': China is really just succeeding at science.

Who needs friends when there’s so many snakes in this town? 🐍 🐍 - Immanuel Kant (1799), probably

I love the idea of British AI for science missions. But can they work? Are they even real? Could they be? me and @ersatzben ponder

Terence Tao explains the beauty of Lean proofs. Even if they’re not very comprehensible on their own to humans, they can be analyzed more easily - each bit of the proof can be taken apart, analyzed, tweaked, and understood in terms of how it fits into the whole.




It's insane how undertheorized, underresearched and underappreciated supply-side drug development policy is. I feel like China should provide a clear example that it matters.

In Westminster I often hear people say they want an “industrial strategy like China’s”. What they usually mean is subsidise my preferred industry. That misses what actually explains China’s success. I think @danwwang’s analysis here is right. Western elites keep citing the wrong reasons (subsidies, IP theft). But China’s advantage isn’t just state support; it’s an unusually hard-edged supply-side system. Competition is intense. Inefficient firms are allowed to fail. Profits are competed away. Labour and capital move quickly. People are fired mercilessly for not delivering. Firms scale fast or disappear. Things get built. In many sectors, China looks more market-driven than Western economies that describe themselves as capitalist. Entry and exit are easier, firm churn is high, and there’s far less protection of incumbents. That’s how whole industries get taken over. The tension is that most people advocating “China-style industrial strategy” are very comfortable with subsidies, but much less comfortable with the reforms that would actually move Britain in a Chinese direction: more dynamism, faster reallocation, easier hiring and firing, fewer barriers to building, and a greater tolerance for firms failing. It’s revealing that “learn from China” almost always translates into “give me money,” never “unleash competition.” No one wants to do the thing that actually made China win. From: danwang.co/2025-letter/




the primary criticism of AI you hear has nothing to do with water use or existential risk whatsoever: most people just think it’s fake and doesn’t work and is a tremendous bubble eating intellectual property while emitting useless slop along the way. when GPT-5 came out and perhaps didn’t live up to what people were expecting for a full version bump, the timeline reaction was not mild, it was a full-scale meltdown. there are many intelligent (and unintelligent) people who latched onto this moment to declare AI scaling over, thousands of viral tweets, still a prevailing view in many circles. The financial-cultural phenomenon of machine intelligence is one of the most powerful in decades, and there are a lot of people who would like for its position to be weakened, many outright celebrating its losses and setback. Michael burry of ‘Big Short’ fame, unfortunately the type of guy to predict 12 of the last 3 recessions, has bet himself into insolvency on the AI bubble’s collapse one of the stranger things about this time is that there are very few secrets, and very little reason to be so misinformed. model labs have very little space in between creating new capabilities and launching them to the public. The view among the well informed public and not just “lab insiders” is that machine intelligence is absurdly joyfully smart at so many new things every month. It’s actively contributing on the cutting edge of programming and math and science. Sebastian Bubeck and co’s recent paper reports that GPT5-pro is capable of producing results on the frontier of theoretical physics research, Terry Tao wrote a blog about “vibe-proving” Erdos problems with the auto-formalization AI Aristotle. You can read that these scientists are using it to actively contribute to black hole physics, tighten mathematical bounds in optimization theory, churning morasses of biomedical data into real insight. Google Deepmind, from the way they are signalling, seems to be slowly closing a dragnet around the Navier-Stokes smoothness millennium problem (though of course, I don’t know). Several companies stocked top to bottom with brilliant scientists are racing to build pipelines to solve novel physics and chemistry and biology You can read online about the new kinds of organizations being born around machine intelligence as a first class factor of production. For the first time, the new factor actually gives you ideas for improving the processes themselves. It’s designing whole assembly lines where some of the workers on the assembly line are also AIs, and the line itself is morphing and self-optimizing. Tiny teams are producing amounts of work that seemed impossible to organizations of a few years ago. It’s hard not to feel excited by the productivity growth happening in these admittedly narrow software sectors. Every time I use codex to solve some issue late at night or GPT helps me figure out a difficult strategic problem I feel: what a relief. There are so few minds on Earth that are both intelligent and persistent enough about some intellectual pursuit to generate new insights and keep the torch of scientific civilization alive. Now you have potentially infinite minds to throw at infinite potential problems. Your computer friend that never takes the day off, never gets bored, never checks out and stops trying. You can feel the unburdening of Atlas, the takeoff. It feels more prosaic and less poetic than it did in 2023, even though the results speak for themselves more loudly


China is starting to dominate biotech. Why? Because they're not getting enamoured with misleading maps of Biology and execute. This isn't just about faster trials. We need a mentality shift in bio, where we stop funding vanity projects and ask ourselves abt predictive validity.

