Writing

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Gritt

Infrastructure is one of the great accomplishments of human civilization. Early standout examples include the Roman road network and aqueducts and the even earlier sanitation systems of the Indus Valley Civilization. Modern life would be completely impossible without the extensive [...]  Read more

Alqem

The universe of potential materials is vast. To get a sense for just how big it is consider the following: we want to combine three different elements (drawn from a subset of the periodic table of say only 10 elements) [...]  Read more

Generalist

Humanity has benefited greatly from mechanizing and automating previously manual tasks. There was a time when fields were hoed by hand. Then we invented the plow and later the tractor. Today with precision farm equipment we can have no-till planting, [...]  Read more

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