@willmanidis
financier.
AI
Kratsios assembled six tech leaders, including Jensen Huang and Elon Musk, for a national medal ceremony with Trump.
AI
Will Manidis and Joe Roberts argue that AI’s financial and distribution channels may capture value while broad prosperity remains unlikely.
AI
The Invest Like the Best episode discusses why CAS Investment Partners founder Cliff Sosin avoids investing in the AI build-out.
YouTube
AI
The post says Mercor has partnered with more than 500 companies and seeks referrals for firms with 100-plus employees.
AI
@tszzl anticipates new ways to study biology; @AndrewCurran_ imagines longer lives while acknowledging skepticism.
AI
Very Sane AI argues that overlapping rationalist and effective altruist circles wield outsized influence over AI safety policy.
AI
Two posts point to security incidents and urge AI-assisted defenses; one specifically calls for faster vulnerability detection and patching.
AI
A user argues that the shale revolution's contribution to AI has been underappreciated.
AI
A post argues the assets offer a fee-free, liquid and leverageable route to that exposure despite drawing little attention.
AI
A post frames defense as an extension of state sovereignty and journalism as a check on state power.
AI
A post argues that questions of sovereignty are the main limiter of frontier ambitions, rather than capabilities.
AI
Anthropic says its wholly owned fund starts with 5% of shares; further contributions depend on valuation growth and board discretion.
AI
A user compares that potential shift to writing and the printing press, which spread intellectual output widely.
AI
A poster argues quantum advances could expand state surveillance, while LLMs could empower right-wing movements.
AI
One user predicts debt-cost panic before AI investments pay off; another sees rates as signaling an end to stagnation.
AI
A post argues that analyzing the names as independent operating companies misses the broader picture.
AI
One poster predicts LLMs won't face the resistance encryption did during the Obama years.
AI
A post quotes Apollo's chief economist on diverging growth forecasts; another argues early-market demand is often underestimated.
AI
One post proposes turning Christian theological concerns about AI into evaluations, harnesses and environments.