ian
551 posts

ian
@realpalebone
"crazed scientist baron" @MNX_fi @ManifoldMarkets

Seattle has one of the worst housing crises in the country. I see it every time I’m home in my district. People working full-time jobs who can’t afford rent. Teachers, nurses, and transit workers who can’t live in the city they serve. Families on housing assistance waiting lists that have been frozen for years. This is a policy failure, not an inevitability. We built this crisis by choosing developers over people. We can choose differently. Housing is a human right. We fight for it like one.


AOC: “There’s a certain level of wealth and accumulation that is unearned. You can’t earn a billion dollars. You just can’t earn that. You can get market power, you can break rules, you can abuse labor laws, you can pay people less than what they’re worth, but you can’t earn that”

Thank you so much to the Clark County Sheriff’s office for taking me out for a ride along. It’s an honor to get a chance to see what you’re up against firsthand. In DC, I’m working to provide tax relief on the first $100,000 of federal income tax for law enforcement. We need to think creatively about how to support law enforcement and first responder health and wellness. Read the full story: tinyurl.com/4ncmssvj

Welcome 2026 Thiel Fellows! WHO ARE THEY? Victor Boyd: Birmingham, AL - @VictorWBoyd Cavalla is on a mission to get anything anywhere in under 5 hours. Starting by building autonomous forklifts, through to developing hypersonic highways. Samuel Carvalho: Recife, Brazil - @samuelclcc Praso is building the new infrastructure for wholesale commerce — powering procurement, credit, and workflow tools for SMBs across underserved areas in Brazil. Nick Dobroshinsky: Sammamish, WA - @NDobroshinsky EveryTicker is democratizing institutional-grade financial research across the entire U.S. stock market, including the thousands of smaller companies Wall Street ignores. Ishan Gupta: Kanpur, India - @ishangpta Juicebox is building an AI recruiter that helps companies make better hiring decisions. Agents that understand real skills and move hiring from guesswork to true meritocracy. Antoni Kiszka: Strzyżowice, Poland - @antoni_kiszka Derpetual is building the infrastructure to create a market for any asset — with leverage. Milan Lustig: Cold Spring Harbor, NY - @HighPriestOfSWO Opt32 is building modern compute infrastructure to put AI onboard objects in the physical world — from robots to cars and drones. Galen Mead: Chapel Hill, NC - @g413n Standard Intelligence is building aligned general learners, pretraining large models to actively explore and learn from the Internet. Aubrey Niederhoffer: New York, NY - @needaubrey Swoop is building the super app for Africa, starting with food delivery in Nigeria and expanding into financial services across the continent. Harry O'Connor: Cork, Ireland - @HarryOC493 Sentient Machines is a research lab building foundational models for robotics that generalize across tasks and environments. Alex Shieh: Salem, NH - @alexkshieh The Antifraud Company is a fraud bounty hunter defending American taxpayers with AI and investigative journalism. Claire Wang: Los Angeles, CA - @clairebookworm Claire is building biologically accurate simulations of entire nervous systems, starting with C. elegans. Developing a simulated brain that researchers can communicate with helps lay the foundation for brain-computer interface (BCI) technology. Kyler Wang: Portland, OR - @kylerywang Action is an artificial intelligence company in stealth.





Distilled recap of the back-and-forth with Jensen on export controls: Dwarkesh: Wouldn’t selling Nvidia chips to China enable them to train models like Claude Mythos with cyber offensive capabilities that would be threats to American companies and national security? Jensen: First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of capacity and the type of compute it was trained on is abundantly available in China. Dwarkesh: With that, could they eventually train a model like Mythos? Yes. But the question is, because we have more FLOPs, American labs are able to get to this level of capabilities first. Furthermore, even if they trained a model like this, the ability to deploy it at scale matters. If you had a cyber hacker, it's much more dangerous if they have a million of them versus a thousand of them. Jensen: Your premise is just wrong. The fact of the matter is their AI development is going just fine. The best AI researchers in the world, because they are limited in compute, also come up with extremely smart algorithms. DeepSeek is not an inconsequential advance. The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation. Dwarkesh: Currently, you can have a model like DeepSeek that can run on any accelerator if it's open source. Why would that stop being the case in the future? Jensen: Suppose it optimizes for Huawei. Suppose it optimizes for their architecture. It would put others at a disadvantage. As AI diffuses out into the rest of the world, their standards and their tech stack will become superior to ours because their models are open. Dwarkesh: Tesla sold extremely good electric vehicles to China for a long time. iPhones are sold in China. They didn't cause some lock-in. China will still make their version of EVs, and they're dominating, or smartphones, they're dominating. Jensen: We are not a car. The fact that I can buy this car brand one day and use another car brand another day is easy. Computing is not like that. There's a reason why x86 still exists. There's a reason why Arm is so sticky. These ecosystems are hard to replace. Dwarkesh: It's just hard to imagine that there's a long-term lock-in to the Chinese ecosystem, even if they have this slightly better open-source model for a while. American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPUs. There are so many things you can do, from distilling to a model that's well fit for your chips. Jensen: China is the largest contributor to open source software in the world. China's the largest contributor to open models in the world. Today it's built on the American tech stack, Nvidia’s. Fact. All five layers of the tech stack for AI are important. The United States ought to go win all five of them. in a few years time, I'm making you the prediction that when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—on that day, I will tell you exactly about today's conversation, about how your policy ... caused the United States to concede the second largest market in the world for no good reason at all.


NEW: If Waymo gets its way, 2 million workers will be out of work. When Waymo gets a firm hold on a city, wages go down. Some drivers now have to work 12 hours day, 7 days a week just to get by. This isn't inevitable — but Big Tech is spending millions to make you think it is.













