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How to build long-horizon AI agents: behavior specs, ontologies, process supervision - my conversation with Mitchell Troyanovsky, co-founder of Basis 01:09 Why Everyone at Basis Was Whispering to AI when Stephanie Palazzolo walked in 04:12 Accounting as "an Intelligence Over the Economy" 06:11 What Makes an Agent Truly Long-Horizon...

12,241 görüntüleme • 1 gün önce •via X (Twitter)

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New Journey Man episode with my dear friend Alex Gurevich—please enjoy! 00:00 – Welcome to The Journeyman 01:12 – Meet Alex Gurevich 02:08 – Alex’s Macro Framework 04:47 – Five Key Forces Driving Markets 07:00 – Rate Cuts & Central Bank Cycles 08:18 – Fiscal Dominance & Inflation Risks 09:37 – Demographics and Deflation 10:07 – Geopolitics and Trade Shifts 12:32 – The Rise of the Singularity 14:05 – Why Rates Remain Sticky 16:17 – Tariffs and the Bond Market 18:03 – Basel, Regulation & Forced Buying 20:26 – Stocks, Bonds & Mispriced Narratives 22:45 – Why Crises Always End in Liquidity 25:15 – 2022’s Puzzle: Real Rates & Liquidity 27:08 – Will the Fed Cut Soon? 28:37 – Favorite Macro Trades 30:25 – Currency Plays: Yen & Yuan 32:18 – Gold, Silver & Hard Assets 35:16 – Patience in Commodities 36:08 – Bitcoin, Crypto & Long-Term Views 37:00 – Copper & Industrial Demand 38:14 – Bearish on Equities… For Now 41:03 – Crises Create Opportunity 43:01 – The Buy-the-Dip Mindset 44:48 – The AI Singularity is Here 47:11 – Kurzweil Was Right 49:21 – End of the Exponential Age 51:14 – Energy as the True Constraint 55:15 – Can AI Solve Its Energy Crisis? 58:15 – Kardashev Scale & Solar Limits 01:02:37 – What Happens to the Economy? 01:04:34 – UBI and the End of Work 01:06:53 – Energy as the New Macro Constraint 01:07:29 – Why 2030 Could Be a Turning Point 01:10:12 – Can AI Run a Macro Fund? 01:14:29 – A Future Dominated by AGI 01:16:13 – This Changes Everything 01:18:44 – Final Thoughts & Takeaways

Raoul Pal

136,948 görüntüleme • 1 yıl önce

Inside Nemotron and NVIDIA's AI lab: my conversation with Bryan Catanzaro (Bryan Catanzaro). NVIDIA is a chip company. So why does it put hundreds of researchers on building AI models - and then give them away for free? We go deep into the Nemotron models, what it takes to build a top AI lab, and the future of frontier AI. 01:33 - Is open source AI catching the frontier? 05:29 - Do closed labs blocking distillation slow open source down? 07:42 - Is the US falling behind China? 10:30 - Why companies actually choose open models 12:39 - A "crazy" 2008 bet: machine learning on GPUs 15:33 - Working with Andrew Ng and Dario Amodei at Baidu 17:41 - Coming back to NVIDIA: DLSS and the birth of Megatron 21:55 - The real reason NVIDIA builds its own models 24:28 - Is Moore's Law really dead? 33:37 - The Nemotron family: Nano, Super, Ultra 35:09 - Built for agents: why NVIDIA bets on speed 36:02 - How you train a 550B model in 4 bits 39:25 - Hybrid Mamba-Transformer, explained simply 42:31 - Mixture of experts, and why NVIDIA built NVL72 around it 47:26 - Why a 1-million-token context window matters 49:26 - Multi-token prediction: how the model predicts 5 tokens at once 52:47 - Multi-teacher distillation: teaching one model from many 58:01 - Where reinforcement learning goes next 01:00:16 - Inside NVIDIA's research org: "the mission is the boss" 01:04:03 - How NVIDIA decides who gets the GPUs 01:10:53 - Why NVIDIA still feels entrepreneurial after 33 years 01:12:58 - Why Bryan doesn't believe in the singularity 01:17:50 - The AI backlash 01:19:18 - The controversial case: open AI is safer than closed

Matt Turck

56,749 görüntüleme • 1 ay önce

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 görüntüleme • 1 yıl önce

Updated: Vocals & Rap - #성화 #Seonghwa 00:00 Still Here 00:15 Wonderland 00:36 Halazia 00:47 Answer 01:21 Cyberpunk 01:27 Wave 01:37 Utopia 01:50 My Way 02:00 With U 02:16 Be With You 02:54 Star 1117 03:21 Turbulence (야간비행) 03:39 Days 04:26 Promise 04:38 Fever 04:54 Sunrise 05:19 Mist 05:43 Take Me Home 06:11 Better 06:34 All About You 06:43 Aurora 06:55 Blue Summer 07:23 Diamond 07:46 Time Of Love 07:58 Stay 08:07 Desire 08:21 WDIG 08:28 New World 08:35 Dreamers 08:53 Not Too Late 09:03 The Letter 09:19 One Day At A Time 09:28 Dazzling Light 09:40 Light 09:50 The Ring 10:04 Paradigm 10:18 This World 10:38 Bouncy 10:51 Not Okay 11:15 The King 11:23 Inception 11:52 Fireworks 12:03 Limitless 12:19 Precious 12:28 Rocky 12:41 Let’s Get Together 13:07 White Love 13:17 The Leaders 13:27 Crazy Form 13:43 Arriba 13:57 Silver Light 14:06 Dreamy Day 14:26 Matz 15:15 Outlaw 15:23 Twilight 15:31 Dune 15:38 Hala Hala 15:43 Deja Vu 15:50 Horizon 15:54 Say My Name 15:57 Sector 1 16:02 Good Lil Boy 16:09 Don’t Stop 16:12 Still Here (Acoustic Ver) 16:19 Siren 16:31 Guerrilla 16:45 We Know 17:00 Empty Box 17:28 Wake Up 17:40 Dancing Like Butterfly Wings 17:49 Work 18:09 Thanxx 18:26 If Without U 18:45 Shaboom 19:01 Outlaw 19:18 Treasure 19:33 Eternal Sunshine 20:03 Django 20:31 Turbulence Japanese Ver. 20:55 Blind 21:16 Pirate King 21:24 Forevermore 22:00 Birthday 22:11 Deep Dive 22:26 Ice On My Teeth 22:50 Man On Fire 23:10 Selfish Waltz 23:25 Enough

Hwanakin

62,764 görüntüleme • 1 yıl önce

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 görüntüleme • 6 ay önce

E180: KAST Founder: Most crypto neobanks will be gone in 12 months raagulanpathy is the founder and CEO of KAST , a global stablecoin neobank, and a former Circle exec. He raised $80 million at a $600 million valuation on the thesis that the real prize isn't the stablecoin - it's the bank you build on top of it. We get into the money, the grind, and the token decision that pissed a chunk of his community off. Timestamps 00:00 Introduction 01:58 How Raagulan Decides What Gets Done At KAST 04:35 The Chaos KAST Employees Deal With Daily 05:38 Raagulan's Hiring Philosophy At KAST 07:02 Why Firing Is Harder Than Hiring 08:35 The One Error That Could Kill KAST 09:52 How Raagulan Convinces Stablecoin Skeptics 10:46 What Outsiders Miss About The Payment Industry 12:06 Why KAST Needs So Many Different Departments 18:32 Partnerships: Variational & Bitwise 19:24 Raagulan's Real Take On Fees 21:55 KAST's Best Type Of Customer 23:53 The Thing Raagulan Can't Say Publicly 26:54 Founders Can't Chase All These Three Things At Once 29:04 Raagulan's Experience With GLP-1s 31:39 How KAST Kept Growing When Bitcoin Crashed 50% 34:05 KAST Is On Track For $100 Million In Revenue 36:55 Why KAST Hasn't Blown Up From Overspending 41:04 Why Everyone's Racing To Build Neobanks 42:52 What Makes Neobanks So Hard To Build 44:54 Why Neobanks Keep Shutting Down 45:57 What KAST Offers That Exchanges Can't 49:14 KAST Isn't A Card Business 50:43 How KAST Is Building Momentum 54:57 Raagulan On His Competitors 56:29 Partnerships: KAST & Trezor 57:33 Kevin's Honest Take On KAST 58:59 What KAST Is Doing With the $80 Million they raised 01:01:55 Would Raagulan Ever Sell Equity? 01:06:57 Who Buys In At A $3B Valuation Next? 01:08:39 Is Your Money Actually Yours Inside KAST 01:10:49 What Happens To Your Money If KAST Collapses 01:17:38 Custodial Vs Self-Custodial: Pros And Cons 01:19:52 Why KAST Obsesses Over Design And Brand 01:22:42 Partnerships: Jupiter & Ethena 01:23:26 KAST Points & Token: Should The KAST Community Feel Cheated? 01:34:13 What's Actually Behind This Tokenized Stock? 01:35:25 The Hill Raagulan Will Die On 01:36:41 One Prediction That Comes True In 5 Years 01:37:59 Is The Worst Behind Us In Crypto? 01:42:57 The One Thing To Remember From This Conversation 01:45:16 Closing Thoughts

MR SHIFT 🦁

170,665 görüntüleme • 15 gün önce

Cursor Complete Guide for AI Coding... 1. The Basics, Composer, Cursor 2.0, Why use Cursor? 2. Multiple Agent Testing, Adding Database, Deploying to Vercel 3. Comparing the big 4: v0, Replit, Lovable, Cursor And more... with Senior Software Engineer Kehan Zhang TIME STAMPS --------------- 1. BASICS: 00:00 Introduction 01:01 Overview of Cursor and Its Features 01:47 Getting Started with Cursor 02:39 Understanding IDE and Vibe Coding 06:00 Cursor For Mobile Apps 10:26 Downloading and Installing Cursor 11:17 Creating and Managing Projects in Cursor 15:14 Building a Simple Game with Cursor 19:10 Advanced Features and Customization 40:28 Fixing Styling Rules 40:53 Redesigning the App 42:17 Exploring Cursor 2.0 Features 43:22 Setting Up the Project Structure 44:17 Adding and Testing Meme Templates 46:08 Debugging Text Issues 2. ADVANCED 49:46 Using Multiple Agents 01:10:40 Creating Custom Commands 01:14:15 Creating Commands in Settings Tab 01:15:11 Introduction to Instant DB 01:16:04 Setting Up Instant DB in Your Project 01:18:24 Building a Full Stack Application 01:19:04 Using the Agent to Plan and Build 01:26:06 Testing and Debugging the Application 01:53:02 Deploying the Application with Vercel 01:55:35 Setting Up the CLI 01:56:15 Understanding Command Line Interfaces (CLI) 01:57:32 Deploying Code to Vercel 01:58:07 Handling Environment Variables 01:58:44 Interacting with the Vercel Deployment 02:00:34 Exploring Cursor's Capabilities 3. COMPARING VIBE CODING TOOLS 02:09:48 Comparing Vibe Coding Tools 02:31:04 Final Thoughts and Recommendations

Riley Brown

65,392 görüntüleme • 9 ay önce