
gp & co-founder @patronfund | prev @a16z @riotgames
Joined January 2009
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💯 we’re actively investing in ai-pilled game devs
brian cho retweeted
"There is always a move." -@bhorowitz
brian cho retweeted
Hasn’t even been 4 months since I came back to VC.
I did because I thought consumer startups would be back.
We are already seeing it. Personal agents, game creation, stories and immersive worlds.
The value is now in the software and networks around the models.
What a time!
bullish on @systemlabsinc
A weekly jab in the belly is generating more revenue than the entire AI industry.
Ozempic + Mounjaro: $71B in 2025.
OpenAI + Anthropic: $29B.
And they've barely started. ~2% of the 800 million eligible patients can currently access them.
h/t @DrSamuelBHume
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brian cho retweeted
Ben Horowitz: “The most dangerous thing going on in AI is Anthropic and Bill Gates”
“Anybody can go say, ‘AI is going to kill us,’ and you'll be on every major news station and every newspaper and so forth.
I think it's extremely dangerous, though, when it comes from Bill Gates because he is so credible, because he did build Microsoft, and people think of him that way, and then certainly he's been a big political donor, so he has a lot of political juice, particularly on the Democratic side.
The big risk that everybody talks about is that the models are going to recursively self-improve, and then they're going to take off, and then they're going to become so smart and run away from us.
Well, what would be the preconditions for that?
Ali Ghodsi from Databricks had a great formulation of, ‘Well, what would be the preconditions for that?’
And he had four preconditions.
One is that the next model has to require fewer GPUs than the last.
The second thing is the next model has to take less time to train.
And then the accuracy of the next model has to be better than the last, so it's got to be a better model.
And then finally, it's gotta keep happening again and again and again.
Zero of those four have been met.
We're not on track for any of those four to be met, and so we're really talking about a risk that's entirely theoretical at this point that we're not mapping to.”
brian cho retweeted
Replying to @KenneyNL
This is bullshit, Kenney. I’m the same tech tree following optimist who moved from C to C++, from 2D to 3D, and from closed source to open source. I run a company. I write code. I contribute to published papers. I’ve upped my expectations of AI. Up yours!
brian cho retweeted
💯 we’re actively investing in ai-pilled game devs












