chris muscarella
8.7K posts

chris muscarella
@cm
Intersection of Emerging Market payments, stablecoins, and credit. CEO Double Sharp; Partner @timoncap; Iron Man @thefieldcompany



When the intended decompressor is very lossy (like a human mind), overspecifying the representation with lots of synonyms and syntactic sugar seems prudent. When the intended decompressor is closer to perfectly lossless (as LLMs are rapidly becoming), it makes less sense. (5/12)

Last year, we invested in @Monumental_Labs. They use AI and robotics to reduce the cost of stone fabrication by 90%. Construction tech is our game and while I think what they are doing with art and sculpture fab is amazing, the bull case for ML imo was doing building scale construction with stone. Essentially, reviving a dormant material type for type I construction to compete directly with steel and concrete. Before investing, I had to answer a question that's been nagging me for years: exactly when and why did we stop building with natural materials like stone? Where did beauty in our built environment go to die? It's mostly always been an economic story.



Growing suspicion that there are vanishingly few use cases for consumer agents. People don’t do work in their personal lives. The only people who do are sf dorks using spreadsheets to plan trips to tahoe



I love this metaphor from Terence Tao—widely considered the world’s greatest living mathematician—about one of the drawbacks of using AI to solve hard math problems. theatlantic.com/technology/202…




Let me be more clear. Currently 4/1000 returns are audited. Soon 1000/1000. Currently it’s estimated that 15-20 percent of people cheat on taxes. Thats a lot!



