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San Francisco, California
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Some context for why VCs are always trashing one of the most successful tech companies of all time
One of the more interesting things about Anthropic’s cap table: Until its Series C, its funding rounds were dominated by super angels and nonprofits. So here's a scoop w/ @LamoneyTom on one of the angels that got in early: former Google CEO Eric Schmidt bloomberg.com/news/articles/…
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Nitarshan retweeted
I actually enjoyed “You can see everything” but people need to understand that this is not a documentary. And the device Elizabeth showed Nathan WAS NOT THE DEVICE
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Replying to @pointed_max
mankind has so much capacity for empathy and they’re wasting it on depraved criminals
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530A accounts ("Trump Accounts") are a great solution for many ultra-wealthy Americans who are philanthropically inclined, do not want a foundation staff, do want to give while living, and haven't been inspired by existing nonprofits. It's an American version of “GiveDirectly."
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This is a crazy take. Yitang Zhang was "unknown" *because* math is *not* a meritocracy. He was kicked out of mathematics because his advisor didn't want his own errors uncovered. Other mathematicians didn't give a @$#!. Zhang lived in his car, worked at Subway.
This is the exact opposite interpretation of what actually happened. The case of Yitang Zhang perfectly illustrates how mathematics culture, at its best, is a pure meritocracy. Regardless of how “unknown” you may be, write a paper that proves a longstanding problem and we will read it, and if it’s right, then you will be instantly recognized as a hero by the community. This part of mathematics may now be gone forever (due to AI), and this is very sad; this is one aspect of what so many of us are mourning, even as we look with awe at all the amazing discoveries we’ve already been gifted and many more sure to come.
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a lot of people just aren’t familiar with the basic facts of the elizabeth holmes case which is why this doc is absolutely cooking their noodle
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The Atlantic's latest cover article 👍
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Justin Moore on OpenAI’s proof of nonamenability of F justintatchmoore.github.io/h…
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‘Beauty, like order, occurs in many places in this world, but only as a local and temporary fight against the Niagara of increasing entropy’ — Norbert Wiener
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Economists hugely underestimated Taiwan’s enormous growth this year
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SFO is the best airport in this country and if the bay area was governed just as good, it could be one of the best cities on earth
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People worry a lot about third-party auditors being biased because of where they get funding or who their employees are friends with. IMO by far the biggest source of bias is that if they upset an AI company, that company will stop letting them audit. When I was at METR this dynamic was a way bigger effect than everything else combined. Of course no auditor can avoid this until audits are no longer voluntary.
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European energy policy over the last three decades looks like one of the greatest industrial blunders in living memory, impeding growth, jobs, and energy independence without delivering proportionate environmental benefits. Even the solar boom it paid for largely went to China.
Billions of pounds lost on a single project because we can’t connect it to the grid for half a decade and have destroyed our capacity to generate reliable electricity.
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he’s not wrong tho
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A few readers have taken me to task for “missing the point of the film,” which is apparently that Elizabeth Holmes is unknowable and everything is ambiguous. Here’s my response: She went after Tyler Shultz and Erika Cheung with everything she had. I was threatened with litigation on a daily basis for months on end. It was a ruthless cover-up of a breathtaking fraud, and she was at the controls. Just a little context for those who have forgotten or didn’t follow the original story. By the way, I loved the film. #BestPicture, IMO.
A ton of people have asked me for my thoughts about “You Can See Everything,” the new Elizabeth Holmes documentary. Here they are: nytimes.com/2026/10/17/busin… via @NYTimes
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Weird watching people leave the Holmes movie newly unsure she did anything wrong. The film strangely never mentions that Theranos’ machine ran only ~12 of 200+ offered tests and the rest were secretly diluted and run on other company's machines. Or that Theranos destroyed the only decryption key to its lab database 3 mo after a grand jury subpoenaed it. Charisma isn’t exculpatory.
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We now have a 5 page proof of no Siegel zeros: It's like Roger Bannister breaking the 4 minute mile! After Roger, several runners realized it was possible, and broke 4 minutes as well. Here, Siegel zeros was a infamous challenge for over a century, but now the new proofs are rushing in...
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I'm not a doomer but I do think a lot about how the predicted Mayan apocalypse came within less than three weeks of AlexNet being published at NeurIPS.
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The games we've long wanted, which didn't exist because they'd cost several times more to make than they'd earn back, will soon become possible. As will the games developers wanted to build, but couldn't with the resources available. It'll be a new golden age of gaming.
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