free market enjoyer @DocumentingMeta
Opinions about Meta/AI/VR/XR/Metaverse. Techno optimist. USA immigrant. Own lots of $META $NVDA & $AMZN. Senior Software Engineer Menlo Park Joined September 2022-
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So just as the US nukes the cap-exempt H-1B program that universities & research institutes rely on, our largest global competitor is going the other direction: China is making it much easier for young STEM talent to move there.
So just as the US nukes the cap-exempt H-1B program that universities & research institutes rely on, our largest global competitor is going the other direction: China is making it much easier for young STEM talent to move there. https://t.co/q6W7teXTLQ
Long America. 🇺🇸
The reason that AI isn’t going to wipe out jobs in the way that some predict is that we consistently make the mistake of thinking that when we make something more efficient, you need commensurately less supply. It turns out that in a significant number of fields, better…
The reason that AI isn’t going to wipe out jobs in the way that some predict is that we consistently make the mistake of thinking that when we make something more efficient, you need commensurately less supply. It turns out that in a significant number of fields, better… https://t.co/ThrOIllTkh
I've been writing about the H-1B for over a decade. Here's my balanced take on the $100k fee: — who is affected most by it — what's bad about it — what's good about it
Some notes from our keynote last week that you may have missed: - Battery life on RBM (Gen 2) and Oakley products is insane. We said "double", but I am regularly getting deep into the evening pending usage that day. - 3K captures not just an Oakley Meta Vanguard thing, also…
There have been ~12 million H-1B admissions since the program started. Tesla + SpaceX have a combined market cap of ~$2T. Elon alone has created ~$170,000 per H-1B admission (most of which is now held by market investors). Even ignoring consumer surplus. Immigration is like…
There have been ~12 million H-1B admissions since the program started. Tesla + SpaceX have a combined market cap of ~$2T. Elon alone has created ~$170,000 per H-1B admission (most of which is now held by market investors). Even ignoring consumer surplus. Immigration is like…
By cutting red tape and supporting startups and innovation, the Pentagon can and will jump-start an American manufacturing comeback. From Chairman @SenatorWicker and myself in today’s @washingtonpost.
Horizon Worlds is about to show up across FB and IG. With a single tap, users will be able to jump directly into Horizon Worlds from FoA. This will massively expand Horizon Worlds user base (>100x imo) but at the expense of time spent on FoA. Meta is effectively trading…
Nvidia gives money to OpenAI who gives money to Coreweave who gives money to Nvidia who gives money to OpenAi who gives money to Coreweave who gives money to OpenAi who gives money to Nvidia
Europe might finally scrap the cookie banners they foisted on the entire world Trillions of wasted clicks and they actually make us LESS safe. Killing the dumb regulation would be a huge online quality-of-life upgrade.
Quick H-1B takes: 1) Current effort is (probably) not legally viable without Congress. 2) There's a WORLD of difference between applying a fee to applicants who are stuck in the lottery (capped employers) and to those who aren't (research nonprofits and universities). If we…
The 3 most surprising things from the $Meta RayBan display are: 1. EssilorLuxottica is confident enough in the style to co-brand these with RayBan. Meta developed this product w/o expecting the RayBan co-brand. (Meta's 5% stake in the co. probably helped make it happen) 2. The…
Immigrants have a lower lifetime chance of being incarcerated than native-born Americans. Just another way to measure what you already know. Short 🧵with link below.
You can see from the nuance that Zuck thinks we are in an AI CapEx bubble. But since this is a race & $META is one of the most financially stable ones in this race, they are willing to push the race further for competitors to fail, even if it means $META overspend a few $100B.
The $META failed demos were not great, but that is noise. What $META delivered yesterday with its first Display smartglasses and EMG wristband is a huge consumer innovation at an affordable price point that we haven't seen in decades. It is truly impressive. The EMG wristband is…
Maybe Singapore or Dubai. Otherwise, no, we are being robbed blind at a mendacious, unsustainable pace and the only relevant question this century is how to rapidly reform this system before it truly implodes or causes de-development to pre- rather than "post-" industrial life.
Maybe Singapore or Dubai. Otherwise, no, we are being robbed blind at a mendacious, unsustainable pace and the only relevant question this century is how to rapidly reform this system before it truly implodes or causes de-development to pre- rather than "post-" industrial life.

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