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My father ran a small construction firm. He took it over from my grandfather, who took it over from my great-grandfather. The firm had deep roots in NYC and my father was proud of having been involved in building some of the city’s infrastructure. One of those things was part of the foundation of the […]

Paul Kedrosky notes that the AI labs have implicitly given up on their current technology leading to AGI. But they are still hoping a breakthrough they don’t yet have will do it: continuous learning. Kedrosky quotes a Bloomberg piece [Paywall] that quotes a youtube interview of Sam Altman: I think we’ll start to get to […]

Felice Kincannon was my boss, my mentor, and a friend. She passed away in April of this year. Felice shied away from publicity, so there is little written about her. If she knew I was writing this she would have sternly, flatly told me not to. But she also never got the recognition she deserved, […]

I’ve been a huge fan of Patrick O’Shaughnessy since I was on his Invest Like the Best podcast. Patrick asks good questions and, in a world that now abounds with answers, the most valuable people are the ones who can ask the best questions. Back in May, Patrick asked me an interesting question: where is […]

I do not see how one can look at [growth] figures like these without seeing them as representing possibilities. Is there some action a government of India could take that would lead the Indian economy to grow like Indonesia’s or Egypt’s? If so, what, exactly? If not, what is it about the ‘nature of India’ […]