Show Notes
Internal Email From Mark Zuckerberg About The Cultural Relevance of Facebook
Wonderful insight into the depth with which Zuck thinks about his business. He knows the trends and metrics inside and out.
SNAP,
FB losing cultural relevance
Steps he is willing to take
Klarna is reverting back to Human Customer Service Reps from AI
One of the first to go all in AI
Reverted back to a mix of both
The trend is continuing: Humans who manage the AI will take all the jobs in the future
How To Win the Future Of War
Incredible interview with Joe Londsdale, Founder of Palantir
How Philosophy is the most studied subject at Palantir
First Principles Thinking
How many specialized autonomous ships have better unit economics than our current Navy
How it is cheaper to deliver missiles to targets from Space than use a fighter jet
Early Research Into Cement as a Battery
https://www.chemistryworld.com/news/cement-like-building-material-doubles-up-as-an-electrolyte-in-rechargeable-battery/4021469.article
While there are still limitations during certain chemical reactions, early research is interesting
Something to keep an eye on.
AI will likely be able to help run chemical simulations
How Humans & Robots will work together
https://techcrunch.com/2025/05/11/amazon-offers-peek-at-new-human-jobs-in-an-ai-bot-world/
Vulcan offers a peak at the new future
AI controlled Robots will work alongside fewer humans
These humans will require specialized AI knowledge
OpenAI is acquiring customers faster than the competition
https://techcrunch.com/2025/05/10/openais-enterprise-adoption-appears-to-be-accelerating-at-the-expense-of-rivals/
Interesting to note that OpenAI is still the leader in many respects. Though Google is catching up ever so gently.
LLMs are going to get cheaper and the competition is high at the moment
LLMs will not be like cloud I think, it till have lower margins until we catch up the energy costs
Alibaba ZeroSearch poses a big potential risk for $GOOG
https://venturebeat.com/ai/alibabas-zerosearch-lets-ai-learn-to-google-itself-slashing-training-costs-by-88-percent/
This is very good news for Startups
You can train a model without needing to use Google Search API or build your own crawler.
This will reduce costs for LLMs further
France to build Robot Army by 2040
https://www.straitstimes.com/world/europe/french-army-hopes-for-combat-ready-robots-by-2040
This just cements the trend we have been seeing
AI controlled Robots will be the norm soon
Since France wants the army, they will likely be open to easier regulations on the civilian robot front
Notably they also have the largest European LLM company in Mistral
Improving Naval Ship Acquisitions
Fasticinating read
Goes hand in hand with the Joe Longsdale interview
Ship Building can come back to the USA, but it will be quite different
Andruil is making autonomous submarines, jets and drones.
The world will look differently
And the jobs that will come back to the USA are not in the factories, they will be in creating the AI and robots to run the factories
Andrew Wilkinson from Tiny
Great interview
He sees a future where generative AI will be so good and custom tailored to our individual likes that we will only want to consume it. Especially younger generations I feel will be like that. They will not hang on to the nostalgia of wanting to consume human content
Vargas Space Company - Microgravity Pharma
A fascinating company, concept, anything Space intrigues me.
Google AlphaEvolve Scientific & Math Discoveries
AlphaEvolve improved Strassen's 1969 algorithm, solved 20% of 50+ outstanding math issues with better solutions than humans.
Small businesses and workers really need to get ready for what is to come.
We hear about these innovations and are in denial. We sort of hold on to hope that it won’t affect us, but it will.
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