May 17 2024
- Phil Hellmuth birthday weekend
- Besties having fun
- OpenAI GPT-4o
- Multi modal
- Amazing use cases - translation, teaching, etc
- “Facebook” of AI has yet to be created seems like - maybe OpenAI is doing these demos to shore up customer usage
- Models are getting cheaper and better
- Lot of startups’ product roadmaps and R&D went out the window - start a company now, last 2-5 years of work is gone
- Where does model innovation end and your innovation begin?
- They should do open source
- Facebook did the same thing with Open Compute
- Sacks’ Glue
- AI features
- Can do queries, transcripts, etc
- They use ragie.ai
- No channels
- Promptless - you don’t even have to @mention any specific dataset bot - TBD
- Ohalo
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Boosted breeding - figured out how to get 100% of genes from mother and father plants
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100% of genes means no random outcomes
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Yield on some of these plants goes up 50-100% or more
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Better yield
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Polyploid - multiple sets of chromosomes
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Works in plants, not animals
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Crazy yield gain
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Potatoes are a $100B market
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These guys have figured out potato seeds
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Can optimize for different kinds of climate
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In the US 60% of potatoes go to chips and fries
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India - 95% of potatoes are table potatoes - 3-4 times US market
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Brazil also consumes lots of potatoes
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- Stanley Druckenmiller praises Javier Milei
- Saw the Davos speech and invested (Soros rule: invest and then investigate) - then added to his position
- Milei was able to get a surplus going up almost immediately
- Just cut spending
- This won’t be possible in the US - too much entitlement
- Summers already said inflation would be 18% just using the government’s own previous formula
- Druckenmiller gives Bidenomics an F
- Fed is jacking up rates, government is spending like crazy - these are contradictory
- JCal invests in Athena
- EAs for hire
- Companies will work very differently in a few years from now
- Automate, Deprecate, Delegate
- Google AI demos are impressive
- Gmail receipt organization
- Perplexity like search and answers - and better ads too
- With citations
- Isomorphic Labs also will do well
- Now might get some lawsuits also
- Startups are also trying to create an AI rights marketplace
- This might kill Perplexity
- The power of your monopoly dictates how many mistakes you get to make
- Startups should go all in on their best idea
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