Dan Cohen @_dancohen
San Francisco, CA Joined October 2009-
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The US debt crisis is terrible: Currently, every new dollar of US public debt generates just $0.58 of GDP, near the lowest on record. By comparison, in the 1960s this metric was as high as $9.80, and in 2000 it was $4.00, or 7 times above current levels. Over the last 4 years,…
Everything in red is regulated in such a way that market forces don’t apply freely. Blue lines are unencumbered.
Everything in red is regulated in such a way that market forces don’t apply freely. Blue lines are unencumbered.
Reasoning from first principles vs. reasoning by proxy.
Piers Morgan being educated by Jeffrey Sachs.....
Curiosity is just the search for truth.
Most valuable unknowns in AGI 1. MSFT Office Training Data 2. AMD GPU 3. .... dancohen.substack.com/p/most-valuabl…
ASML Stolen Data Came From Technical Repository for Chip Machines bloomberg.com/news/articles/…
Investigative journalism/finance is the delta between capitalism/democracy vs. corruption. Post google/Facebook era media slashed investigative journalism to remain profitable Generative AI could be that ability to file FOIA requests, probability score leads, etc.
Investigative journalism/finance is the delta between capitalism/democracy vs. corruption. Post google/Facebook era media slashed investigative journalism to remain profitable Generative AI could be that ability to file FOIA requests, probability score leads, etc.
Azure +31%
US Sues Google DOJ: Google keeps 30 cents of every $1 in ad spend. Importance grows for ability to make $$ off generative AI bloomberg.com/news/articles/…
Profit pool emerging — Nvidia to Win Big From ChatGPT Hype, Wall Street Predicts bloomberg.com/news/articles/…
The healthcare investor has an opportunity to create change with AGI I grew a healthcare P&L from $20M to $80M...I see AGI fixing some of what no company has delivered on yet. #ArtificialIntelligence
Is Generative AI the chance for public funds? Bloomberg had a piece on San Diego paying high fees relative to its gains.Use AGI as the plug? #ArtificialIntelligence
Who will Win Vs. Lose $$ by Tuning AGI Models? Positive externalities (aka $ invested goes to your competition) will exist in tuning investment. The winners will already have scarce resources. The leverage against that scarce resource will magnify. Examples in picture
Fast thoughts on AI use cases in healthcare. Technology has been there but incentive issues are real in healthcare.
Fast thoughts on AI use cases in healthcare. Technology has been there but incentive issues are real in healthcare.
Google AI response re: technology. The ad model is the real question. How will the valuation multiple respond to this?
Google AI response re: technology. The ad model is the real question. How will the valuation multiple respond to this?

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