Investing @HaunVentures. Product builder, art lover, alum @UWaterloo @Laurier. ↑

San Francisco, CA
The best way to prepare for the singularity is to become your highest self ↑
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Mark Beylin retweeted
she's a 10 but that was supposed to be a random 384-bit number
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Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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btw eliciting this reaction is almost certainly the point of the film, and in that way it is an inoculant
Imagine I shoot a movie of a man telling a story. I sit down with him in his home, and he tells me about his life. He talks about the events as a sequence of facts, even though there are some obvious holes and inconsistencies in his story. I sit down with him, I break bread, and I give him the time of day. I accept all of his premises, and follow him through the various rabbit holes he leads me down. I ask a few feeble questions pointing out the impossibility of some of the elements, but never enough that a viewer would walk away feeling the story has been disproven or is evidently false. If anything, by giving him this time on stage, I legitimize his story - the audience knows I’m a smart person, and if I’ve run out of qualms with his story, that must mean that it’s true. Let’s say I turn this series of recordings into a feature film, and importantly, I don’t make much of an effort to give the audience the additional context in between cuts that they’d need to evidently see that his story was complete fiction. Should this film be considered a documentary? Nathan Fielder’s latest film has left me with a very uncomfortable feeling. The film presents itself as a documentary - Nathan explicitly names it as such in the film itself. The film discusses the ethics of media - how a reproduction, like the tv show made about Holmes, isn’t held to journalistic standards because it’s just fictional entertainment. They never promised anyone it was true, and so they have no duty to be honest with the audience. My issue with You Can See Everything is that I feel like Nathan Fielder completely abdicated his responsibility as a journalist in creating this “documentary”. The Academy differentiates a Doc from a regular film due to its primary focus on the truth. They don’t care how you film it or what you say - they care that this body of work brings the audience closer to the actual truth about the world. The poetic beauty of You Can See Everything is that Nathan actually cons the audience with a product that promises to offer certain benefits, and delivers none of them. The film makes almost no attempt to contextualize Holmes’ words - to reveal her inconsistencies - which would have definitively made the movie a documentary. Instead Nathan gives her an incredible amount of space (3 hours!!!) with which she can spin her tale - he helps INCREASE the amount of confusion around her. Whereas the audience might have gone to see the movie with a polarized view of Holmes, they leave somewhere in the grey area - unsure of what they really know. THIS FEELING IS THE POINT OF THE MOVIE, and evidently reflects Nathan’s feeling after working with her. But dude… you’re not in prison!!! Just fucking Google her testimony! Like yeah I get it she maybe manipulated you in the moment… but she’s locked up in prison now and you have internet access! Just fact check her and be done with it! To me this is the ultimate con of the film - the autopoetry of it all, and the reason I don’t think it was accidental. What was marketed to the public as a Documentary was anything but. The same way that technically the Theranos machine tested blood samples, this film technically interviews Holmes to hear her story. But it offers no actual testing of its own. “The chemistry hasn’t been invented yet.”
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Imagine I shoot a movie of a man telling a story. I sit down with him in his home, and he tells me about his life. He talks about the events as a sequence of facts, even though there are some obvious holes and inconsistencies in his story. I sit down with him, I break bread, and I give him the time of day. I accept all of his premises, and follow him through the various rabbit holes he leads me down. I ask a few feeble questions pointing out the impossibility of some of the elements, but never enough that a viewer would walk away feeling the story has been disproven or is evidently false. If anything, by giving him this time on stage, I legitimize his story - the audience knows I’m a smart person, and if I’ve run out of qualms with his story, that must mean that it’s true. Let’s say I turn this series of recordings into a feature film, and importantly, I don’t make much of an effort to give the audience the additional context in between cuts that they’d need to evidently see that his story was complete fiction. Should this film be considered a documentary? Nathan Fielder’s latest film has left me with a very uncomfortable feeling. The film presents itself as a documentary - Nathan explicitly names it as such in the film itself. The film discusses the ethics of media - how a reproduction, like the tv show made about Holmes, isn’t held to journalistic standards because it’s just fictional entertainment. They never promised anyone it was true, and so they have no duty to be honest with the audience. My issue with You Can See Everything is that I feel like Nathan Fielder completely abdicated his responsibility as a journalist in creating this “documentary”. The Academy differentiates a Doc from a regular film due to its primary focus on the truth. They don’t care how you film it or what you say - they care that this body of work brings the audience closer to the actual truth about the world. The poetic beauty of You Can See Everything is that Nathan actually cons the audience with a product that promises to offer certain benefits, and delivers none of them. The film makes almost no attempt to contextualize Holmes’ words - to reveal her inconsistencies - which would have definitively made the movie a documentary. Instead Nathan gives her an incredible amount of space (3 hours!!!) with which she can spin her tale - he helps INCREASE the amount of confusion around her. Whereas the audience might have gone to see the movie with a polarized view of Holmes, they leave somewhere in the grey area - unsure of what they really know. THIS FEELING IS THE POINT OF THE MOVIE, and evidently reflects Nathan’s feeling after working with her. But dude… you’re not in prison!!! Just fucking Google her testimony! Like yeah I get it she maybe manipulated you in the moment… but she’s locked up in prison now and you have internet access! Just fact check her and be done with it! To me this is the ultimate con of the film - the autopoetry of it all, and the reason I don’t think it was accidental. What was marketed to the public as a Documentary was anything but. The same way that technically the Theranos machine tested blood samples, this film technically interviews Holmes to hear her story. But it offers no actual testing of its own. “The chemistry hasn’t been invented yet.”
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Truman Show except the participant gets hired at a fake company where everyone is AI generated, and if they figure it out within the first week they win a million bucks
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Apple needs a find my friends privacy setting to automatically show just your city to everyone you’re imessaging with
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With Elizabeth Holmes, the story is always the product
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TAKE THE POD. TAKE IT. ITS YOURS
Tomorrow.
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Regularly scheduled reminder that donating blood is the most prosocial longevity hack out there Scoop out all of the gunk in your blood, and help someone in need Happy Sunday
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“I abandoned assembly language in 1998 when out-of-order CPUs made much simpler C/C++ code faster, and never I missed it. If prompting through architectural documents, concept art, and design plans can transcend typing code and tweaking vertices, that will enable developers to spend their time on higher-level, higher value technical and creative tasks.”
When I was writing Unreal Engine 1, my time was divided as follows: - Around 30% went to seriously deep coding on hard problems: assembly language texture mappers, C++ BSP trees, data persistence, object oriented systems design, and networking. - Around 70% was just typing and refactoring large bodies of code needed for a complete engine feature set. This was not hard, and while I was doing it my mind was mostly on the deeper coding topics, thinking and planning for what's next. It didn't feel much different from vibe coding today, except that it was just me typing code on an IBM Model M keyboard rather than prompting it and reviewing the results. So, it has always seemed perfectly logical that we would rely on AI for that 70%, once the AI could do it with a similar quality standard as we could, which has never been perfection. It came as no surprise that, after a few years of AI model evolution, it was able to take the reigns on that 70% and free up programmers' time for more valuable tasks. What's more of a surprise is the emergence of AI as a sort of insta-Carmack able to solve hard technical problems quite cleverly and often cleanly, and that it's able to reason about and work in complex 3D scenes both by operating the tools and by directly understanding the raw data files. I abandoned assembly language in 1998 when out-of-order CPUs made much simpler C/C++ code faster, and never I missed it. If prompting through architectural documents, concept art, and design plans can transcend typing code and tweaking vertices, that will enable developers to spend their time on higher-level, higher value technical and creative tasks. What matters is the end product, whether it's a game or an engine. Anything developers can do to try out more ideas and make better software and games faster is a win for everyone.
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Lately I’ve become allergic to a family of words/phrases associated with universal obligation Should, Supposed To, Deserve, and my personal favorite “I Never Asked For” These words poison any conversation with the false premise that the universe owes you something, that karma must rebalance at the precise moment you want it to Other examples include “That’s Not How It’s Supposed To Be” or “After Everything I’ve Done…” This mindset is a LOSER mindset because it waits for a helping hand that will never come While I believe the universe roughly conspires in your favor, it rarely does so in the way you think it’s “supposed” to. If these mysteries were simple they wouldn’t be mysteries. My sense is that this frame of reference is inherited from childhood/grade school, where kids learn to optimize within predictable systems that have a duty to be fair. But life has made no such promises! Life is not fair! It’s a constantly changing ball of interconnected global needs, and if you’re reading this post chances are you’re *still* in at least the upper decile of global fairness. My sense is this will be the biggest shock to the west in a post AI world. The death of the nanny state, at least as we know it. Considering how deeply implanted this idea is within the western psyche, I expect this transition will be a painful one.
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The next wave of crypto apps this cycle will be "money games" similar to Papertrade et al New kinds of contracts and synthetics that offer conditional payoff matrices based on different behaviors or environmental triggers Papertrade primarily orients around the price of Bitcoin/ETH, because it offers a persistent stream of bidirectional flow. Every great market needs two sides who actively disagree enough to put money on it. These environmental signals already attract so much attention from this userbase, and so it's easier to build on them than search for new ones. Nonetheless it still feels like we're extremely early here. These new products will likely use the same pooled counterparty structure that makes perp liquidity better than options, and winning products will need to decentralize quickly via smart contracts to avoid regulatory overhang and user trust concerns. These products will thrive precisely because they will level the playing field between retail and pro's, who will both be ~equally naive in their pricing of various outcomes in the payoff matrix. Retail wants to play games they can feasibly win, which means great money games companies will need to be extremely good at constructing creative (and genuinely unique) payoff matrices on a regular basis. My sense is that through this explosion of new money games, we will end up with 2-3 new contract formats that are extremely well designed for specific types of environmental signals - ie contracts that work well for high variance data feeds vs low variance etc etc. This is basically what is happening to perps as we speak. Because crypto tokens suffer from so much upward and downward reflexivity, perps become preferred over options by simplifying the contract for traders who can't reason about the specific date/price targets they expect. Perps allow you to be directionally correct, which is useful for trading price feeds where the error bands on forecasts are wider than in options-dominated markets. As more and more information feeds get brought online and made publicly available for agentic consumption, I expect we see new kinds of markets and money games forming around many of them. Enjoy the show!
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Department Of Gravity Eradication
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See now this is how you sell public markets
JUST IN: Elon Musk unveils the Tesla Roadster by launching it off a ramp before the car flipped in midair and safely landed on the ground. The car is a collaboration between Tesla and SpaceX. One of the most insane things I've ever seen.
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“No VCs are talking about the thing” ok fine let’s talk about it
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Mark Beylin retweeted
Replying to @diogomonica
All of software will eventually be formally verified neural nets
My dear friends, I’d like to show you my latest toy project Introducing Handwired: turn your regular JavaScript code into a neural net! - no training - exact outputs vs the JS program - fully differentiable All runnable in a browser, without GPU
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I increasingly feel strongly that eventually programs will all be “probabilistic” architectures which are correct by construction Like the laws of physics, which compress unknowable amounts of information into simple equations.
Replying to @_chenglou
Isn’t a neural net probabilistic? Yes if you train it, no if you hand-wrote the weights that correspond exactly to your program, lol 🙂
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Tweet of the century
Replying to @_chenglou
Isn’t a neural net probabilistic? Yes if you train it, no if you hand-wrote the weights that correspond exactly to your program, lol 🙂
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