• Inevitabilism

    Tom Renner explaining inevitabilism.

    People advancing an inevitabilist world view state that the future they perceive will inevitably come to pass. It follows, relatively straightforwardly, that the only sensible way to respond to this is to prepare as best you can for that future.

    This is a fantastic framing method. Anyone who sees the future differently to you can be brushed aside as “ignoring reality”, and the only conversations worth engaging are those that already accept your premise.

    “We are entering a world where we will learn to coexist with AI, not as its masters, but as its collaborators.” – Mark Zuckerberg

    “AI is the new electricity.” – Andrew Ng

    “AI will not replace humans, but those who use AI will replace those who don’t.” – Ginni Rometty

    These are some big names in the tech world, all framing the conversation in a very specific way. Rather than “is this the future you want?”, the question is instead “how will you adapt to this inevitable future?”. Note also the threatening tone present, a healthy psychological undercurrent encouraging you to go with the flow, because you’d otherwise be messing with scary powers way beyond your understanding.

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  • Blogging is a superpower

    Simon Willison talking to Corey Quinn on AI’s Security Crisis. During the podcast Simon touches upon how his frequent blogging is the reason he has become valuable in the AI space. The bold emphasis is added by me.

    So I’m a blogger, right? I blog I’ve my blog’s like 22 years old now, and having a blog is a superpower because nobody else does it, right?

    The, those of us who who write frequently online are vanishing you, right? Everyone else moved to LinkedIn posts or tweet tweets or whatever. And the impact that you can have from a blog entry is so much higher than that. You’ve got more space. It lives on your own domain. You get to stay in complete control of your destiny.

    And so at the moment, I’m blogging two or three things a day, and a lot of these are very short form. It’s a link to something and a couple of paragraphs about why I think that thing’s interesting. A couple of times a week, I’ll post a long form blog entry, the amount of influence you can have on the world if you write frequently about it.

    I get invited to like dinners at Weird mansions in Silicon Valley to talk about AI because I have a blog. It doesn’t matter how many people read it, it matters the quality of the people that read it, right? If you are. Active in a space and you have a hundred readers, but those a hundred readers work for the companies that are influential in that space.

    That’s incredibly valuable. So yeah, I, I feel like that’s really my, my, my ultimate sort of trick right now. My, my life hack is I blog and people don’t blog. They, they should blog. It’s, it’s, it’s good for you.

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  • Eight years as shareholder of Pidilite Industries

    Pidilite remains a key investment in my equity portfolio. Slowly and steadily I have increased my investment (Figure 1) in it over the last eight years. There’s a temporary pause on new investments as I have other financial commitments, but as soon as they are taken care of I would resume.

    Figure 1
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  • Summary vs Shortening

    Scott Jenson talking about anthropomorphizing of LLMs and touching upon the difference between summary and shortening. I recommend reading the entire post to avoid taking the subtext below out of context..

    […] we say they can “summarize” a document. But LLMs don’t summarize, they shorten, and this is a critical distinction. A true summary, the kind a human makes, requires outside context and reference points. Shortening just reworks the information already in the text.

    Here is an example using the movie The Matrix:

    Summary

    A philosophical exploration of free will and reality disguised as a sci-fi action film about breaking free from systems of control.

    Shortening

    A computer hacker finds out reality is fake and learns Kung Fu.

    There’s a key difference between summarizing and simply shortening. A summary enriches a text by providing context and external concepts, creating a broader framework for understanding. Shortening, in contrast, only reduces the original text; it removes information without adding any new perspective.

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  • Eight years as shareholder of VIP Industries

    Eight years ago, when I first invested in VIP Industries, I had no idea what kind of journey I was starting on. My investment was scattered through these eight years (Figure 1) and it was more of a diversification mechanism rather than investment backed by research. I have bought VIP suitcases and bags. They turned out to be good. So the stock must also be good.

    Figure 1
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  • Reach out

    This wonderful post from Soonly talking about our metaphorical electric fences which stopped working years ago.

    The person who reaches out first isn’t the weak one. They’re the one who discovered the fence is broken. They’re the one running free while everyone else stands on their safe little porches, barking at the world but never joining it.

    Your breakthrough isn’t on the other side of productivity or success or self-improvement. It’s on the other side of that text you’re not sending. That call you’re not making. That “I miss you” stuck in your throat.

    The electric fence between you and the people you care about? It hasn’t worked in years.

    But you’re still standing on the porch.

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  • Happiness = Smiles – Frowns

    Steve Wozniak responding to a comment on how selling off his Apple stock was a bad decision.

    I gave all my Apple wealth away because wealth and power are not what I live for. I have a lot of fun and happiness. I funded a lot of important museums and arts groups in San Jose, the city of my birth, and they named a street after me for being good. I now speak publicly and have risen to the top. I have no idea how much I have but after speaking for 20 years it might be $10M plus a couple of homes. I never look for any type of tax dodge. I earn money from my labor and pay something like 55% combined tax on it. I am the happiest person ever. Life to me was never about accomplishment, but about Happiness, which is Smiles minus Frowns. I developed these philosophies when I was 18-20 years old and I never sold out.

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  • Do more with same rather than doing same with less

    Thomas Dohmke—ex CEO of Github—shares his take on the AI vs Developer+AI argument. He still thinks developers will need to get their fundamentals right, review and verify AI generated code, understand and design. But then also acknowledges that AI is going to bring in a significant change in the way developers code in the future.

    Developers rarely mentioned “time saved” as the core benefit of working in this new way with agents. They were all about increasing ambition. We believe that means that we should update how we talk about (and measure) success when using these tools, and we should expect that after the initial efficiency gains our focus will be on raising the ceiling of the work and outcomes we can accomplish, which is a very different way of interpreting tool investments. This helps explain the – perhaps unintuitive at first – observation that many of the developers we interviewed were paying for top-tier subscriptions. When you move from thinking about reducing effort to expanding scope, only the most advanced agentic capabilities will do.

    The last sentence in bold ties back to the title of this post.

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  • 10x productivity

    Colton Voege arguing that AI is not making software engineers 10x as productive.

    10x productivity means ten times the outcomes, not ten times the lines of code. This means what you used to ship in a quarter you now ship in a week and a half. These numbers should make even the truest AI believer pause. The amount of product ideation, story point negotiation, bugfixing, code review, waiting for deployments, testing, and QA in that go into what was traditionally 3 months of work is now getting done in 7 work days? For that to happen each and every one of these bottlenecks has to also seen have 10x productivity gains.

    Any software engineer who has worked on actual code in an actual company knows this isn’t possible.

    AI is making coding—which is a small portion of what software engineers do—10x productive. That too, sometimes. Colton Voege touches upon quite a few other topics. A worth while read.

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  • Risks for parents who have achieved FIRE

    M. Pattabiraman talking about risks for parents who have achieved FIRE i.e. Financial Independence, Retire Early.

    We learned work ethic by observing our parents’ struggle — watching them juggle job or housework or both, watching them stress over monthly bills, witnessing the family make sacrifices for long-term goals. These experiences, while challenging, instilled us with crucial life lessons about effort, delayed gratification, and the value of money.

    Today’s FIRE parents like me present their children with a dramatically different reality. Instead of 6 AM commutes and weekend overtime, kids see parents working flexible schedules, pursuing passion projects, and taking spontaneous vacations. While this lifestyle represents the ultimate financial success, it may inadvertently communicate that money comes easily and life should be perpetually comfortable.

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