the brain builder. founder, ceo & cto @_koniku.
San Rafael, CA
Joined May 2014
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Osh. retweeted
Don't make the mistake of thinking this is about his infidelity. These articles will not stop until he agrees to follow Anthropic's proposal to block inference for unsigned and registered open-models in the firmware of modern GPUs.
This is a pretty transparent concerted effort at centralizing control over compute ressources and the ability to execute ever more powerful local models. Jensen is the tip of the spear pushing back at this (in part for his own economic reasons).
I'm team Jensen, his affairs are none of my business, not even the alleged support of circumvention of export controls are my business, his position on open-weight models is.
Jensen Huang must go
We argue in @TheEconomist that his position is untenable
"Like many powerful leaders, he came to believe that he was too important for the normal rules to apply to him."
But he is not the only one. Howard Lutnick has failed to stem the flow of chips to China. More heads should roll
PSA: deep tech founders don't take outside capital if you can help it. don't do it. most can't help it, but if you can avoid it like plague. no really don't do it.
when you do, ensure you are in position to walk away from any deal on the table. i can't emphasize how much this requires discipline - painful stuff, extremely painful but hang in there.
in your articles of incorporation ensure you have 100X voting rights. it's non negotiable. the google founders did, zuck did, and many others. don't fall for the "governance trap" it's BS.
if you are building a truly transformational tech, everyone, and i repeat everyone is as ignorant as you are on the go to market strategy. i don't care about the VC's tier, they will represent they know something you don't, its not true. they have capital you think you need, you don't.
in a race where the technology is truly transformational. here are your moats:
*people* - take special care of hiring & your people, you want a core group missionaries. technically capable and you genuinely get along. fire any asshat, and do it quickly. one asshat will ruin the whole thing, don't tolerate any Judas'es there is always at least one. number of people should fit the task. if you are solo founder don't hand out co-founder roles to be nice. its not a democracy. be clear with your people about risks. remove disloyal people at the drop of a hat. hire for complementary qualities is a cliche for a good reason. that part is true. you won't know everything trust your people - they are your missionaries.
*tech* - if they can see it, patent, if they can't, trade secret. not everyone needs to know everything, but some people should. don't skimp on good thinking. it will pay off later. document as much as possible. don't let anyone sell you the idea that quality must sacrifice speed its not true. it's more demanding (24/7 grind) that part is true.
*customers* - they are the reason you exist. talk to them, live in their office if you can. get their problems right. if you pick a good problem and you deliver - this is your ticket for life. solve the customers problems - as much of it as possible and come up with innovative ways to finance the thing.
now, you may raise capital. But remember its a marriage and most marriages end in divorce.
now lets go build some epic s$&t.
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i like Jensen. i admire him. he is an original which matters to me a lot. he basically built the entire category from 0 to an impactful outcome.
i believe he is staunchly pro America. if he does not love America or he is unpatriotic, I break with him on that score.
this is a hit job on @JensenHuang.
I have seen hit jobs, & i'm very very very + exceedingly familiar with them. we take names, keep our list safe and will revisit - make no mistake about that. he talks to the President elected by the American people.
i believe you can have a relationship with the president duly elected without being political. i don't believe Jensen is political. CEO's should NEVER be political no matter how expedient. that is, in their capacity as the CEO. for sure companies cannot be political, i believe Jensen understood that.
i hope he survives, especially if he's pro-America & our people as I think he is. he has created Jobs here & made people wealthy.
stay well and stay strong.
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Jensen Huang is a deeply honorable man. a man of immense character. only exchanged a few emails with him, he is super helpful to the ecosystem. one of the last originals from his generation. wicked smart, a real mensch. i have absolutely anything but positive things to say about Jensen.
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i hope the internet is genuinely forever. people are furiously rewriting history so fast, it brazen, crazy and dizzying.
do you know what i expect from an übermensch (clearly, not as Herr Nietzsche meant it) a strong spine! if you going to say it, &/or benefit from it. be (wo)man enough to stand behind it.
a weasel is clearly an untermensch. i am looking at you my silicon valley people. don't be a weasel. stand by your views & actions.
i am not against your views or your right to hold it. believe whatever you want. i am saying stand behind it and say it with your chest, clearly, all day, everyday - just so we are all clear about it.
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on unions - voluntary. they right to work is a thing. no govt. support.
on oligopolies & monopolies. not as bad as indicated. but a problem. the real problem is the lobby system - gut it. money in politics - gut it.
wall street go after them, more transparency. not necessarily more regulations. absolute transparency. better for everyone. capital allocation is a real issue. look all that pump and dump. fix it.
make wall street pay for the main street economy. money in pocket of Americans, through actual manufacturing jobs here. create new industries don't try to out-china, china, we will lose. the CHIPS act made that mistake, waste of money. intel is still losing.
Private Equity - i don't know enough about it. i sense that is a real issue.
bring back longtermism by favoring capital allocation that does precisely that - tax incentives and so on. the key is American manufacturing. Without it we are totally screwed.
bring back pure unbridled capitalism, unleash real capitalism in America. no one stands a chance against us - no one!
we'll party like its 1920.
MUST-WATCH: "Until they drive prices UP... Americans aren't complaining right now that prices are too LOW."
@AbdulElSayed masterfully schools Bari Weiss' CBS News(max) 60 minutes host @Douthat60 on the problem with living in corporatism, not capitalism -where monopolies and oligopolies reign supreme - and the importance of backing politicians who support the ability of labor UNIONS to push back so workers can earn more and live better lives... rather than politicians who are owned by corporations. (ahem, Mike Rogers)
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Ha!
MUST-WATCH: "Until they drive prices UP... Americans aren't complaining right now that prices are too LOW."
@AbdulElSayed masterfully schools Bari Weiss' CBS News(max) 60 minutes host @Douthat60 on the problem with living in corporatism, not capitalism -where monopolies and oligopolies reign supreme - and the importance of backing politicians who support the ability of labor UNIONS to push back so workers can earn more and live better lives... rather than politicians who are owned by corporations. (ahem, Mike Rogers)
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crypto was a scam. is a scam, will remain a scam.
are there folks that genuinely believe(d) otherwise. sure. but they all left & the facts are indisputable. it's the remit of characterless mf'kers. they believe in reward without work. they take, take, & take.
they are the loudest folks in the room. they want to lick the world clean & have no apologies doing so. exploit & get rich quick is their game.
build anything for the long term - no they don't care. the intellectual gymnastics of justifying it are impressive for good measure. we know them.
it all comes back to the same s%*t...take, take & take. give nothing of value in return. if I apologize for this post, i don't mean it.
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Osh. retweeted
By my count, China has cleared 160 novel drugs for first-in-human clinical trials this year — so far.
One of them is a potential treatment for sepsis, a condition associated with ~20% of all deaths globally.
The drug, made by Pyrotech Therapeutics, is the first to enter the clinic that blocks formation of the gasdermin D pore (that triggers pyroptosis - inflammatory cell death - in sepsis).
That’s just one of many — we looked at all of them here: breakingground.substack.com/…
Osh. retweeted
Here’s some good reading to recommend to those gripped by this mania.
techpolicy.press/the-black-b…
exactly! its not capitalism in America. IT. IS. NOT. screaming it is, does not make it so, just look at the facts.
why are we bailing out corporations for starters? why?
Abdul El-Sayed: “We don’t live in capitalism. We live in corporate socialism. If you’re a corporation, you can buy a politician to get that politician to rig the system for you so you make more money and you ex out every other market in which you compete. You need good healthcare. You need a good education. We need childcare. We need good roads and bridges. We don’t need to send our money to big corporations to subsidize them, we need to be invested in people so they have the human capital to be able to do all the things as they graduate and come out”
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Osh. retweeted
Wrong understanding -> wrong action -> wrong outcome.
Belief that you can predict the end of the world and that we need to create policies to stop an imagined apocalypse can and do cause real problems.
The Population Bomb led to the One Child Policy and caused the very problem it was trying to solve.
Anti-nuclear activists fought one of the cleanest energies on the planet to 'save the planet' and ended up doing tremendous damage to the planet they were trying to save (they are still doing it).
Mao's Red Guards believed that capitalism was evil and that only collectivism could save China and they helped cause massive starvation and famine across the countryside.
History is chock-full with people promising to save us all from the end of the world and doing massive damage instead.
Beware of do-gooders baring gifts.
this is such a beautiful concept.
Robert Rubin, a former US Treasury Secretary, was paid around 120 million dollars at the top of Citibank. When the bank nearly collapsed in 2008, he blamed an event nobody could have predicted, apologized, and kept every cent.
Nassim Taleb has a name for that. He calls it the Bob Rubin trade: you keep the upside when you are right, and someone else pays when you are wrong. His whole philosophy, and this talk at Google, exists to kill it.
His fix is almost four thousand years old. The first written law we have, Hammurabi's code, said that if a builder's house collapsed and killed the owner, the builder was put to death. Strip away the cruelty and one rule is left standing: you cannot walk away from a risk you created for someone else.
Everything in the talk is that rule in disguise. A plumber is judged by the client whose pipe he fixed, so plumbing works. An economist is judged by other economists, which is how you can hand a Nobel to two men who say opposite things. Any job graded by your peers instead of by reality eventually rots. A pilot is the opposite, because he cannot fool the sky. Taleb asked the room what happens to pilots who only pretend to be experts.
"They died and their passengers died."
That is exactly why flying is safe.
Here is the part worth keeping. Listen from about 22:50. The oldest law humans ever wrote down was not about gods or gold. It was one sentence forcing the people who build things to stand underneath them. "You should own your risks."
Before you take anyone's advice, find out what happens to them if they are wrong. If the answer is nothing, it was never advice. It was a sales pitch.
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what a kind mind...i guess he can't say dogshit on TV. that's why no one would let me on TV.
i will say it clearly and unequivocally its rubbish. all of it.
AI FEARS IS DOGSHIT!
ITS A LIE.
@realsteveeisman is correct. it's garbage.
EISMAN: “These companies are very nervous. They realize that there are no moats around their business .. they're trying to manufacture a crisis that will create regulation — that they think they can then manipulate to create .. the duopoly that they want."
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