Noah Williams

2 followers · 8 following · 855 views

on the atlas — 13

highlights — 16

Stop calling it “deep tech”! Don’t squeeze yourselves into someone else’s bucket. Flip the script. You are the true generalists, practicing old school venture capital, backing the most ambitious founders building tomorrow’s most important companies. The future of technology is in the physical world, not confined to our screens. Innovating in the real world isn’t a bucket. It’s the main thing, the star of the show.
Don’t call it “deep tech”. Every few years I rear my head up from… | by Ian | Feb, 2025 | Medium
Normally, lengthening this time frame would have been our top priority. How can you expect people to use a notetaker that only works for short meetings? But we had a hypothesis that LLMs were going to be much better: They’d get smarter, faster, cheaper, and have longer context windows. We decided not to spend any time fixing the context window limitation. Instead, we spent our time improving note quality.
How to Build a Truly Useful AI Product
Mauney was known for choosing the most difficult bulls, explaining "If you want to be the best, you've got to ride the best."[
J.B. Mauney
I mean, you definitely stick your neck out there a little bit being different, but the only way to, I guess, end up ultimately with a different return stream and a different portfolio is to actually stick your neck out there and be different. So we’ve been willing to do that and we’ve been able to manage those expectations over time, which has kept us in the game when things get tough.
Episode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy - Meb Faber Research - Stock Market and Investing Blog
“A lot of people think venture capital is a game of numbers. It’s not—it’s a game of courage.”
Remembering Dick Kramlich | NEA
Nuclear power allowed France to compensate for its lack of indigenous energy resources by applying its strengths in heavy engineering.[14][15] The situation was summarized in a slogan: "In France, we do not have oil, but we have ideas."[16]
Nuclear power in France
“It’s true that when you run some high-resolution climate models, with a realistic stratosphere, and a realistic sea ice layer, and you reduce sea ice cover, these models predict that the polar vortex gets weaker,”
Understanding the Arctic polar vortex | NOAA Climate.gov
Plan generation: come up with a plan for accomplishing this task. A plan is a sequence of manageable actions, so this process is also called task decomposition. Reflection and error correction: evaluate the generated plan. If it’s a bad plan, generate a new one. Execution: take actions outlined in the generated plan. This often involves calling specific functions. Reflection and error correction: upon receiving the action outcomes, evaluate these outcomes and determine whether the goal has been accomplished. Identify and correct mistakes. If the goal is not completed, generate a new plan.
Agents
Familiarizing oneself with assembly language is crucial in understanding the inner workings of software and hardware.
Roadmap for Reverse Engineering: A Guide to Analyzing and Improving - Reverse Engineering Articles - Tuts 4 You
Finding this method in the disassembly reveals several methods for stealing website passwords, banking information, browsing history, discord tokens, telegram tokens, crypto wallets, information about the infected computer (disk space, total RAM, installed programs, file system list, etc.), FTP’s, SSH keys, VPN profiles for ProtonVPN and OpenVPN, and more.
Introduction to hunting malware in the wild | hacked.codes
Ignore and aggressively mute any content designed to make you angry or that does not make you feel good. Especially don't get sucked into culture wars. The algorithm can be your friend of you train it, but it's not your friend by default. On the ‘For You’ feed, you can tell the algorithm to downrank tweets you don’t like. This works ok. Some people prefer using lists or just using the ‘following’ tab; whatever works for you.
twitter - Nabeel S. Qureshi
They are all smart, focused, and fun to work with. Little to no ego. When you meet them, they are all very nice and polite. But when it comes to this field, they are ruthless assassins, capable of world-class work. Like me, our team didn’t come from traditional finance backgrounds. My first hire often describes himself as a former bartender. We all have a shared view of the world, a mostly calm exterior, and a similar burning underlying intensity.
A Personal Note From Our Founder – Hindenburg Research
There is no euphoria (outside of certain spots in tech) - markets have gone up not because people are wildly bullish, but because investors have increasingly been dragged - kicking and screaming - into stocks as there has been no where else to obtain a reasonable return, as bond yields have plumbed new lows.
The LT3000 Blog: Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; and the end of history
Buffett bemoans the lack of worthwhile places to allocate his US$130bn cash hoard, but his geometric accumulation of capital, along with many others, is a core reason why. There is increasingly simply too much capital/savings, and not enough worthwhile places to invest it. Many investors don't like to accept it, but the world does not owe you a high return on capital.
The LT3000 Blog: Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; and the end of history
Real capital investment (distinct from secondary portfolio investment, where one investor merely exchanges cash for stock, and the vendor stock for cash, which results in no net cash absorption) does not take place in a vacuum; instead, businesses invest capital only where they see an economic reason to do so - particularly in countries like the US where companies are generally run with a focus on RoE and shareholder value maximisation. In such countries, companies will not borrow money to make additional investments/add capacity - even at very low rates - unless there is a compelling business…
The LT3000 Blog: Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; and the end of history
So what's going on here, and why has everyone got it so wrong? If you don't understand something, its invariably because you are looking at reality through a false prism, and there is something wrong with the mental models you are using to interpret reality. What has happened is that a lot of investors - many of whom pride themselves of being independent thinkers - have unwittingly accepted a lot of conventional economic wisdom uncritically, without thinking more deeply about what might be happening.
The LT3000 Blog: Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; and the end of history