Great pod!! Love hearing the other side and in principle agree.
But what about if there actially are breakthroughs in compute? Their entire argument, disintegrates, and I like their argument, but it all rests upon linear growth of compute capabilities.
But what if analog compute became a reality next year? Game over.
I'm not picking a winner, rather suggesting that today’s power hungry Nvidia GPUs might not be the norm in a few years
Tough to make an argument that rests on that assumption, considering what's in the pipeline
To seed, build, and nurture timeless, intangible human capitals — such as resilience, vision, trust, truth, efficiency, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
Great pod!! Love hearing the other side and in principle agree.
But what about if there actially are breakthroughs in compute? Their entire argument, disintegrates, and I like their argument, but it all rests upon linear growth of compute capabilities.
But what if analog compute became a reality next year? Game over.
I'm not picking a winner, rather suggesting that today’s power hungry Nvidia GPUs might not be the norm in a few years
Tough to make an argument that rests on that assumption, considering what's in the pipeline
Keep rocking Dwarkesh!!!
I’d be curious to know the dates that these interviews happened. The last couple seem like they haven’t updated at all on Trump tariffs.
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, vision, trust, truth, efficiency, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
Great conversation, very thought-provoking.
In fact, I featured it here with some of my thoughts:
https://www.libertyrpf.com/i/161381900/liberty-capital
Keep up the good work! 💚 🥃
interesting episode - what are the famous papers mentioned at the very end? romer? cramer?