Rob May

We conducted an 8 year study of MAGA. We know (and have thoroughly explained) how they were brainwashed and became a cult. Please spread this.

threadreaderapp.com/thread/18211...

Men will literally start a trade war with every other nation on earth instead of going to therapy.

The Chesterton's Fence AI Investing Strategy Investing in the backlash from going too far too fast

investinginai.substack.com/p/the-cheste...

Conflicting AI Opinions And FSD As An Investing Roadmap How to cut through the hype and insanity

investinginai.substack.com/p/conflictin...

A Brief Intro to DataFlow Architectures The benefits of dataflow

neurometric.substack.com/p/a-brief-in...

The downsides of AI nmn.gl/blog/ai-and-...

Good approach

Hugging Face clones OpenAI’s Deep Research in 24 hours Open source “Deep Research” project proves that agent frameworks boost AI model capability.

Doesn't bode well for AI moats arstechnica.com/ai/2025/02/a...

Gelsinger Invests In British AI Chip Startup Fractile - EE Times Former Intel CEO said better inference performance would equate to years of lead on model development.

This will be an interesting startup to watch www.eetimes.com/gelsinger-in...

The Only AI Moat is Hardware And Compute is the Upper Bound for Achievable Intelligence

This why more value is going to accrue to the hardware layer than people expect. Great piece medium.com/@muratonen/t...

Why Deepseek Will Drive Innovation In Foundation Models Basic economics now makes other foundation models more viable

Why the fallout from Deepseek will drive innovation in foundation models. investinginai.substack.com/p/why-deepse...

Deepseek, Shorting NVIDIA, And The Coming AI Hardware Revolution The time is right for alternatives

neurometric.substack.com/p/deepseek-s...

It's because the economic policies of the two parties are largely similar at this point - focused on blue collar jobs, protectionism, and high taxes. (GOP may say low tax but, tariffs are taxes)

The HYPE Games Hype culture threatens to dilute the credibility of legitimate scientific advancements while posing significant harm to society.

This is very good mohakshah.substack.com/p/the-hype-g...

AI's Hourglass Figure Economic value is going to accrue at the top, and the bottom, of the AI stack

My new post - AI's Hourglass Figure investinginai.substack.com/p/ais-hourgl...