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hyperbolic narratives distort the AI discourse. it's hard to find signal in the noise. the real AI hallucinations are human: most people have a story of hope, cope, or mope to sell you – or themselves. I wrote about it in my first Pirate Wires piece piratewires.com/p/hallucinatio…

our chaotic AI discourse is entirely determined by incentives. do our expert talking heads believe they’ll be making billions from the AI utopia, or do they think they missed the opportunity? great piece on the powerful interests shaping our conversation from John Luttig

In 2023, Nvidia became the AI kingmaker. Thousands of companies and countries begged to purchase their GPUs. Will the insatiable demand persist? I wrote a piece exploring the Nvidia run-up, the resulting shortage, and the future of GPU demand blog.johnluttig.com/p/nvidia-envy-…

Devin is the first agentic product I’ve seen that successfully tackles multi-hundred step tasks by balancing long-term planning, skills, and memory. one of the few AI startups worth paying close attention to. congrats to Scott Wu and team, and grateful to have FF involved

Trae will never take credit for himself, but Newcomer’s profile on Trae Stephens is the first I’ve seen that properly acknowledges his role in founding the modern defense tech wave

despite recent progress and endless cheerleading, open-source AI is a worsening investment for model builders, an inferior option for developers and consumers, and a national security risk. I wrote about the closed-source future of foundation models here blog.johnluttig.com/p/the-future-o…

My favorite thing about John Luttig is that he’s always asking the hard questions, was fun jamming with him on this!

a16z simultaneously argues 1) the US must prevent China from dominating AI, and 2) open source models should proliferate freely across borders (to China) what does this mean? who knows. i'm just glad at Founders Fund we don't have to promote every current thing at once

Thoughtful contrarian take from John Luttig

This needed saying. The copium around open source AI is bizarre. Training costs are increasing by orders of magnitude. How many more do you think will be free?

turns out mark zuckerberg is not running a charity

here is o1, a series of our most capable and aligned models yet: openai.com/index/learning… o1 is still flawed, still limited, and it still seems more impressive on first use than it does after you spend more time with it.

Devin is generally available today! Just tag Devin to fix frontend bugs, create first-draft PRs for backlog tasks, make refactors, and more. Start building with Devin below:

i started my career at founders fund 9 years ago as an intern, and am looking to pay it forward by hosting an intern for this coming summer. ideal candidate: -high intelligence, plasticity -independent minded -high work ethic, self-motivated -technical in some field -sociable

lots of talk about reshoring critical industries, but my partner Scott Nolan is actually doing it. for the past year, he’s quietly assembled one of the best engineering teams in silicon valley to secure nuclear fuel independence in the US congrats on launching General Matter!