About

Interested in

• Venture capital. New content and social platforms; new marketplaces; research-driven organizations; tools that augment human intellect.
• Investor & leader. I'm still learning what makes a good investor and a good leader.
• An economy built on agents and the Internet. In ten years, will there be fewer software gateways between us and the digital world? Are users' memory and context the moat for these gateways? What are the vulnerabilities within today's dominant gateway companies, and how will they diverge in the next era? Will agent networks be closed?
• Advertising. How will the scale of advertising in the digital world change? What are the first- and second-order drivers? How will advertising to humans and advertising to agents evolve? What other ways can businesses spend money to become more competitive?
• Interface. How do models shape interfaces? What kind of generative UI do we need? What would an interface that helps us explore look like?
• Product. How can we better understand users' intent while requiring less effort from them?
• Eval. As a non-expert in a domain, how can an investor evaluate an eval?
• Post-training & specialized intelligence. How will value be distributed among open-source models, inference and training infrastructure, and application companies?
• RSI & RL. How can we improve exploration efficiency? Could RSI happen outside frontier labs first? How much does compute matter?
• Weights. What differences arise when data enters model weights versus when it is used through in-context learning?
• Philosophy. Trying, with difficulty, to put the wisdom of the Middle Way into practice.
• Organizations & environment. How does context shape people? How can we create a good environment that aligns with an organization’s goals?
• Tension. How can we sustain tension in our thinking?
• Human. How have each person’s experiences shaped who they are today?