Readit NewsWhy prefer something that you know is definitely bad for you over something that maybe is but more likely benign?
The main claim in the post: Their portfolio companies have shown an improved rate of accumulating revenue ever since LLMs took off.
Weakest part of the post: No attempt at explaining how or why a LLM affects these numbers. They allude to 'shipping speed' and 'product iteration', but how an LLM helps these functions is left unexplored.
There's an implied deductive argument that a LLM can write some code, so obviously shipping speed is faster, so obviously revenue is faster. But the argument is never explored for magnitude of effect or defended against examples where shipping faster or using LLMs doesn't equal faster revenue.
Also, nothing about sampling bias, size or spread.
Overall: Probably meant as a confidence boost to the sleep-deprived founders out there. But teaches nothing.
We have living arrangements both in the US and Western Europe. I hope to be able to get my kids EU citizenship eventually with various visas and residency. If the US improves, they can come back. If it doesn't, they can remain in Europe as they approach adulthood. Nationalism is silly, you'll get dragged by the median electorate. We/they are not Americans, or Europeans; we are just humans looking for community with other good humans with some sense of community and collectivism.
After failing hard earlier in life, I became risk adverse, but also have had some success. I hope to have enough investments by the time I stop working that my kids can survive without working if needed. I also hope I have provided them enough resources and life skills to live a good life after I'm gone until they're gone. This is my apology to them for their existence in this macro, I hope they accept it, and failing that, at least understand it.
You can't change the winds, you can only adjust your sails. Optimize for optionality. Better to have a plan you don't need than to need a plan you don't have. No one is coming to save us.
> So, if you can put your hatred aside for a few minutes. What are your ideas on what the US, Europe and Latin America can do to survive what's in the horizon?
Build for capability and security, not profit. Build so you can build when you need to build, build and protect the machine that builds the machines. Not hopeful, but that is the advice. Everything else is people, politics, policy, and capital to make that happen. "A society grows great when old men plant trees whose shade they will never sit in."
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