Speculative frenzies are part of technology, and so they are not something to be afraid of. Those who remain level-headed through this moment have the chance to build extremely important companies. But we need to make sure not to believe in the delusion that has now spread from Silicon Valley to the rest of the country, and indeed the world. That d... See more

what OpenAI, Anthropic, DeepMind have all tried to do is raise billions & tap vast GPU resources of tech giants without having the resulting tech de facto controlled by them. I'm arguing the OpenAI fracas show that might be impossible.

I think if we had wanted to build a search engine company 5 or 10 years ago, it would have been insanely hard and basically impossible to compete with Google because we would have needed hundreds of people and huge amounts of training data to build the ranking systems that we’re building. Now, with a very small – albeit extremely smart and capable,... See more