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clpmsf

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I'm not reading too much into it. SF Bay Area is still the startup HQ of the world. Gary probably just wanted to hire this guy despite his desire to live in Cambridge. Plus YC is leaning harder into their preference for college-age founders, so having a partner next to Harvard&MIT doesn't hurt.

Notes on China 2 years ago

Why is this guy so popular of late? Is it because he manages to book interesting podcast guests? He doesn't seem to have any particularly interesting or impressive original thoughts on display...

Most likely for the same reason that so many people seem to think they need a vector-specific database and a framework like langchain to build any type of GenAI-enabled application... the content marketing is working.

Not all (or most) people-problems can be solved with software. Recruiting/hiring is a pure people-problem. No two people are the same. No two groups of people (i.e., companies) are the same. It's a "problem" that everyone has felt, but it honestly seems like an unsolvable problem... and "problem" mostly likely isn't even the right word - more of an uncomfortable reality.

It seems YC is trending younger with this AI wave (I believe average age of the most recent batch was ~26) - kids dropping out of college to build startups without ever having worked at a real software engineering job... I imagine this type of story is not at all uncommon at the moment.

I listened to a talk to that Jim Simons gave at San Francisco State University about a decade ago in which he mostly recounts his life and career. Towards the end when he was describing the state of the fully realized RenTech firm, he mentioned that they collect approximately 7TB of data per day, and that the #1 investment rule is that a human never, under any circumstances, intervenes with what the model (he said "the computer") decides.

From a high level engineering perspective (and not being an expert in blockchain systems), the amount of complexity in the Ethereum ecosystem seems... excessive? And it seems likely the amount of complexity will only continue to increase over time. We tend to prefer 'elegant solutions' and simple systems in engineering, and this seems quite the opposite. Is it truly necessary to solve the problems that it's trying to solve?

The Cloud Computer 3 years ago

I think it's mostly societal perception. For whatever reasons, a lot of people seem to think of professionals in SF and NYC as smarter or more capable than professionals from Boise or Salt Lake City. Just like a lot of people assume those who got into Harvard or Stanford as 18yr olds are smarter or more capable than those with degrees from the large public universities.

As a resident of SF, this was probably the best article about SF that I've read in years - it really captures a broad set of perspectives and paints an accurate picture of the landscape.

Strengthening my thoughts that most if not all near-term AI developments will find success as features within products controlled by the hyperscalers and established tech giants. Would love to hear from anyone who believes that startups might capture the lion's share of opportunity.