Founder @ Novo
Joined November 2009
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63 Photos and videos
May 1
You have to study ants if you want to understand how agents and companies will function in the future
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Feb 16
Local LLMs impact are underrated.
They decouple knowledge from connectivity.
A ship at sea gets repair instructions. A hiker gets survival tips. A remote village gets healthcare.
All of it will soon run on a phone. No internet. No gatekeepers. no governments.
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Jan 13
Is there a life insurance that you can get that only covers dying of unnatural causes?
AI will solve (or make manageable) all of the top deaths from natural diseases, even cancer, before I’m 60… and now I’m more likely to get killed by my home robot that’s still in beta.
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4 Dec 2025
what will be the next frontier in AI when scaling compute starts to approach the logarithmic limit of ROI?
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31 Oct 2025
Idea: why not sell robots that are controlled by lower cost humans overseas. Provides training data for the eventual v2 powered by AI.
Could get it under $1k/mo.
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23 Oct 2025
ACH has an opportunity to win over stablecoins.
They just need to allow for direct access for non-banks... and an SDK for their FedCommand.
Otherwise tech will move to any alternative crypto or fiat layer 2 rail.
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21 Oct 2025
If you have offshore BPOs and call centers, you may want to reevaluate bringing them onshore.
They're going to become the training set for your AI.
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8 Oct 2025
Google launched Gemini Brower use... which uses Google search as the first step. Wonder if it will start clicking on ads
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23 Sep 2025
In the AI age of abundance, entrepreneurship will shift from a job to a social group activity.
Working on hard problems in a social environment in a collective without the need to focus on profit.
Humans love finishing a jigsaw puzzle in the rec room.
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15 Sep 2025
Removing quarterly earnings requirements will add a lot more speculation and volatility to asset prices.
It wont incentivize long-term thinking as much as it will incentivize bets on 10% swings.
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25 Aug 2025
Temu or SHEIN should buy Ross / TJ Maxx.
Gives them brick and mortar, brings TJX online and local warehouses for 3rd parties on their site. Same clientele & inventory
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11 Aug 2025
Coordination between humans is the hardest part running a business. This is going to shift to coordination of agents, which is the hardest part of running AI these days.
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8 Aug 2025
just realized coding with AI is essentially me writing JIRA tickets all day
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22 Jul 2025
If Elon claims 11% of Twitter were bots, I wonder how much of it is now AI... including Grok.
At some point humans are just going to be consuming all synthetic content on a feed.
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22 Jul 2025
I think its under appreciated how complex it is to have a CS offshore agent be able to resolve a technical issue in a single interaction. A lot of tooling and technical training needed. I'm quite impressed with most large companies that can pull off the edge cases.
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15 Jul 2025
AI will remove much of the alpha in the finance & biz world since it'll constantly optimize everything from grocery coupons to your credit card perks.
The alpha will come from manipulating AI like marketing manipulates consumers.
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