Writing

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Modeling The AGI Economy

There is a heated debate about what an AGI-level economy might look like. On one side are pessimists who foresee extreme wealth concentration and a permanent precariat: people with no meaningful economic role, dependent on whatever crumbs fall from the [...]  Read more

AI Bubble or Not?

Are we in an AI bubble or not? As someone who lived through the dotcom bubble as an investor there are many parallels and also significant differences. By many metrics we are in obvious bubble territory with fantastically extended valuations [...]  Read more

Electroflow

The future is electric. Electric vehicles (the fastest “production” car in the world is now electric ). Electric stoves . Electric heat pumps . Electric robots . And of course all the compute powering the AI revolution. At USV we [...]  Read more

Miren

What a time to be building! Writing computer code has never been easier. We now have AI models that have memorized every conceivable API and can assist us or even write code for us outright. Especially the more recent so-called [...]  Read more

Philosophy Mondays

So far on Continuations I have had two big series: Tech Tuesdays and Uncertainty Wednesdays (since I have migrated to Paragraph these have become somewhat buried but I will fix that). Both series ran over several years and I greatly [...]  Read more

Reasserting the Rule of Law

Last week the CEO of United Healthcare was assassinated in midtown Manhattan. A surprising number of reactions amounted to some variant of “he had it coming.” Why were people defending what appears to be a vigilante killing? Because the rule [...]  Read more