shray

418 posts

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shray

shray

@shray_js

Wannabe high-functioning polymath. I also write on Substack.

London / SF / Antwerp Entrou em Aralık 2020
3.1K Seguindo73 Seguidores
shray
shray@shray_js·
@claude code (CC) is to a cracked-techie what crack cocaine (CC) is to an addict. it's exhilarating and ecstasy-inducing
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Ben Springwater
Ben Springwater@benspringwater·
It’s remarkable this alpha is free. For the price of 2 hours, you can be top 0.1% informed about the ai landscape. More broadly, picking the right info defaults (Stratechery Daily, Marginal Revolution, following good people on X) has the same impact, and it compounds.
Patrick OShaughnessy@patrick_oshag

This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins

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shray
shray@shray_js·
Most people never get to see how brilliant they can be. It’s just a matter of being impatient and doing things before you’re ready just to make them exist. The version you’ve been wanting to become can wait no longer. Literally just do things.
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shray
shray@shray_js·
@edwinarbus @cursor_ai Undoubtedly one of the most rad 'next chapter' announcements I've seen here or anywhere else for that matter of fact. Congrats and wishing you the v. best Edwin!
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edwin
edwin@edwinarbus·
Off to work. First day at @cursor_ai.
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shray@shray_js·
During especially bad economic times, B2B = back to banking and B2C = back to consulting. I don't make the rules but just an observation
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shray
shray@shray_js·
@lightfld congrats on the launch! when can we connect our Outlook or Superhuman accounts? would be massive
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shray
shray@shray_js·
if I received a dollar for every time a VC provided me with unsolicited advice, that in itself would be a major liquidity event
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shray
shray@shray_js·
the fear of things going wrong prevent (most) people from doing things that could go right
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shray
shray@shray_js·
serendipity only works when you give it space to show up
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shray
shray@shray_js·
The less seriously I take myself, the more comfortable I am and so are those that I'm with
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shray
shray@shray_js·
If your soul aches to produce, then you must or continue on a doom loop until the pain becomes too unbearable and dramatic choices ensue
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shray
shray@shray_js·
When you write down your problems, you can contain them within the bounds of your words, miniaturize their enormity, and reduce their fearsome character. Objectively, you’ve defined and characterized them. But when you let them run wild in your unbounded imagination, these problems don’t just persist but thrive. They grow unchecked to become more vicious, larger, and seemingly uncontainable, before consuming your mental real estate night and day.
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shray
shray@shray_js·
I reckon we may be heading towards an era where we are time rich but purpose poor. How we deal with this identity challenge may prove to be one of the most significant. The take’s probably wrong but directionally correct.
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shray
shray@shray_js·
You achieve true immortality when your ideas live beyond you
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shray
shray@shray_js·
I've come to realize that it's potentially easier to be a great man than a good man
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shray
shray@shray_js·
you must create your own system or be enslaved by another's
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