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Marc Andreessen explains why we are only three years into what is effectively an 80-year technological revolution: He opens with a blunt assessment: "This is the biggest technological revolution of my life. This is clearly bigger than the internet. The comps on this are things like the microprocessor and...

381,517 Aufrufe • vor 3 Monaten •via X (Twitter)

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Marc Andreessen just explained why being right about AI for 80 straight years is about to be the most dangerous position in technology. Andreessen: “The four most dangerous words in investing are ‘this time is different.’” He’s talking about AI. And he’s about to turn that phrase on the people hiding behind it. Four times in 80 years, AI promised to change everything. Four times it collapsed. 1943.First neural network. Dead within a decade. 1944.Dartmouth. Scientists thought they’d crack AGI in one summer. They didn’t crack it in forty years. 1980s. Over a billion into expert systems. Entire market gone by ’87. 2016.Machine learning. Faded before anyone could ship a product. The skeptics weren’t lucky. They were 4-for-4. Every generation that believed “this time is different” got buried. And that is exactly why this moment is so dangerous. Because being right four consecutive times doesn’t just build a position. It builds an identity. And identity doesn’t update when the evidence does. Andreessen: “I’ll tell you what’s different. Like, now it’s working.” Not one breakthrough. Four. In the same window. Language. Reasoning. Coding. Self-improvement. All deployed. All producing revenue. Not in a lab. In the economy. Today. Then the line that should have ended every remaining debate. Andreessen: “If Linus Torvalds is saying that the AI coding is now better than he is… that’s never happened before.” The man who built the operating system the internet runs on just conceded the machine writes better code than he does. Coding is the highest bar in technology. If AI clears it, everything below was already decided. But the fourth breakthrough isn’t like the other three. Language, reasoning, and coding are capabilities. Self-improvement is a rate of change. The machine is researching, coding, and optimizing itself. No human engineers in the loop. Every technology in human history advanced at the speed of the people building it. This one just left that constraint behind. And the hardware confirms it. Nvidia’s old chips are gaining value after shipping. GPUs sold out years ahead. That has never happened in computing. Hardware doesn’t appreciate. Unless the market has decided this isn’t a cycle. It’s infrastructure. Andreessen: “This is the culmination of 80 years worth of work and this is the time it’s becoming real.” Eighty years. Researchers poured entire careers into this problem. Some of them died before it worked. And now all four pieces arrived at once. The skeptics built a perfect model from eight decades of collapse. Flawless pattern recognition. But a perfect model trained on a world that no longer exists doesn’t protect you. It traps you inside the last version of reality. For 80 years, doubting AI was the most rational position a human being could hold. It just became the most expensive.

Dustin

13,381 Aufrufe • vor 6 Tagen

Marc Andreessen just incinerated 80 years of skepticism in under three minutes. Andreessen: “The four most dangerous words in investing are ‘this time is different.’” He’s talking about AI. And he’s about to detonate that phrase from the inside. For eight decades, artificial intelligence followed the same brutal script. Hype builds. Money floods in. The technology fails to deliver. The entire field collapses. In 1943, the first neural network paper proved mathematical models of brain cells could perform any logical computation. Revolutionary on paper. Dead on arrival. In 1956, scientists secured a grant to spend ten weeks at Dartmouth believing they could build AGI by the end of summer. They did not. In the 1980s, corporations poured over a billion dollars into “expert systems” designed to replicate human decision-making. By 1987, the entire market cratered. In 2016, machine learning hype surged again. Faded within months. Four waves. Four collapses. Same result every single time. The skeptics aren’t guessing. History is entirely on their side. Every generation of investors who believed “this time is different” got buried. But Andreessen isn’t finished. Andreessen: “I’ll tell you what’s different. Like, now it’s working.” That sentence sounds simple. It is the most consequential sentence in technology right now. AI didn’t make one breakthrough. It made four. Back to back. In the same window. Language models. Reasoning. Coding agents. Self-improvement. Every single one generating revenue in production right now. Not a demo. Not a research paper. Not a promise. Deployed infrastructure producing billions in real output today. Then the Linus Torvalds moment. Andreessen: “If Linus Torvalds is saying that the AI coding is now better than he is… that’s never happened before. And so now we know that it’s going to sweep through coding.” The man who built the operating system running most of the internet just admitted the machine writes better code than he does. That is not a marketing claim. That is surrender. And coding is the hardest test case. If AI can outperform the best human coder alive, everything downstream is already decided. Medicine. Law. Finance. Engineering. All derivatives. But the part that should unsettle you is the fourth breakthrough. Recursive self-improvement. The machine is no longer waiting for human engineers to upgrade it. It is researching, coding, and optimizing itself. The pace of improvement just decoupled from human biology entirely. And the hardware market is confirming something that has never happened in computing. Hardware is supposed to lose value the second it ships. Nvidia’s old chips are gaining value. Used silicon is appreciating like waterfront property. Every GPU on earth is sold out for the next three to four years. That is not a bubble. That is a structural shift in what the world physically needs to function. Andreessen: “I’m jumping out of my shoes. Like this is it. Like this is the culmination of 80 years worth of work and this is the time it’s becoming real.” Eighty years. Researchers spent entire careers chasing this problem and died before seeing it solved. Generations of scientists poured their finite lives into a theory that kept collapsing under its own promise. And now all four pieces arrived at once. The people calling this a bubble are running the same playbook that was correct every other time. But every other time, the technology wasn’t working. This time it is. For eighty years, “this time is different” buried everyone who believed it. This is the first time it buries everyone who doesn’t.

Dustin

18,103 Aufrufe • vor 2 Monaten

Marc Andreessen says the four most dangerous words in investing are "this time is different." But this time it's actually different. He's referring to the AI boom when he mentioned this. For 80 years, the industry has followed the same pattern. 1) Excitement builds 2) Money pours in 3) The technology fails to deliver 4) The industry collapses. Here are 4 examples of when this happened in AI: • In 1943, the original neural network paper was written. It proved that simple mathematical models of brain cells could perform any logical computation. It was a foundational breakthrough but didn't takeoff. • In 1955, scientists got a grant to spend 10 weeks at Dartmouth and believed they could achieve AGI by the end of the summer. They did not. • In the 1980s, corporations poured over a billion dollars into "expert systems," AI programs designed to replicate the decision-making of human specialists in medicine, finance, and engineering. By 1987, this entire market crashed. • In 2016-17, machine learning hype surged again. It faded quickly. Each time, the technology underdelivered and the money dried up. But here's what really different about this time. AI has made four breakthroughs back to back. 1) Language models 2) Reasoning 3) Coding agents 4) Self-improvement And ALL are generating revenue in production right now. That's why old Nvidia chips are gaining value instead of depreciating. And this has literally never happened in computing before. Every GPU is sold out for the next 3-4 years. He calls betting against this "essentially suicidal" and "an invitation to get your face ripped off." He calls it "an 80-year overnight success." Researchers worked their entire lives on this, and many passed away without seeing it work. Now it is all arriving at once. — Marc Andreessen (Marc Andreessen 🇺🇸), co-founder at a16z (a16z) on the Latent Space podcast (Latent.Space)

GeniusThinking

51,245 Aufrufe • vor 3 Monaten

From Eric Vishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the customer. And the problem. And then they understood a domain. They understood what the technology was more or less capable of. But it wasn't a real question of if you could build something or not. For example, take Salesforce, Workday, and ServiceNow. CRM existed before Salesforce. HR management existed before Workday. Same thing with ServiceNow. So in every case, Salesforce followed Siebel. Workday followed Peoplesoft. ServiceNow followed Peregrine and Remedy, and others. So they were just kind of, cloud SaaS versions of the prior generation product. They just understood the customers. They understood the problem. And they were just like, here's a better version. And that evolved a little bit over time in SaaS land. But that's what it is. And so product development in that way was done by people who really understood the customer and the problems. And then just took advantage of the next wave. And this is almost diametrically opposite of product development in the AI era. When I look at the teams that are having the most success today, they have intimate knowledge of the models. They are right on the frontier of understanding which models are better at what, and why, and when. And what they're going to be good at and what they're not going to be good at. And what they're spending their time on, is figuring out how do I apply this capability of this model to this domain or to this user. So they're actually working inside out or technology out, versus customer problem in. And of course, they understand the customer problem. And a lot of times they have firsthand knowledge of it. But they're really close to the metal and capability, and they're applying it. And I think this is a really different way to develop products than in SaaS. I started my career as a product manager a long time ago, and it's almost the complete opposite of everything you learned. "Listen to the customer, understand it, then bring it back to the engineering and product teams." If you did that right now, ask a bunch of customers what they want out of AI, and you brought it back, for the most part, it may not be possible today with today's technology. Whereas the teams that are winning right now really understand the technology and are applying it out. And so I think this reversal matters. I think it's a big difference in terms of how companies are getting built. And maybe even the types of entrepreneurs that will be successful. I'm not sure. You're seeing some real change there. Look at the Bret Taylor's at Sierra. That's a super, super technical founder who really gets it. Brett and Clay really get it. You look at Michael and his co-founders at Cursor. They're super technical founders and they get it. They all really understand what these things can and can't do. And that's a pretty different dynamic relative to the way the best SaaS companies got built." Link in bio for the full conversation going deep on the current class of startups going from zero to $100m+ in ARR within 12 months.

The Peel

209,752 Aufrufe • vor 1 Jahr

Eric Schmidt, former CEO of Google, offers a sobering view: The biggest technological shift in human history is happening, and almost no one is talking about it. Schmidt opens with a startling industry prediction: "We believe as an industry that in the next one year the vast majority of programmers will be replaced by AI programmers. We also believe that within one year you will have graduate level mathematicians that are at the tippy top of graduate math programs." He explains why this matters so much. Programming and math aren't just two fields among many: "Programming plus math are the basis of sort of our whole digital world." And the AI labs are already using AI to build better AI: "The research groups in OpenAI and anthropic and so forth… around 10 or 20% of the code that they're developing in their research programs is being generated by the computer. That's called recursive self-improvement." Eric Schmidt then lays out the timeline most people haven't grasped: "Within 3 to 5 years we'll have what is called general intelligence AGI which can be defined as a system that is as smart as the smartest mathematician physicist artist writer thinker politician." He gives this belief system a name: "I call this by the way the San Francisco consensus because everyone who believes this is in San Francisco it may be the water." But the truly unsettling part comes next. Once AI starts improving itself, humans become optional to the process: "The computers are now doing self-improvement… they don't have to listen to us anymore. We call that super intelligence or ASI… computers that are smarter than the sum of humans. The San Francisco consensus is this occurs within six years." And here's where Schmidt sounds the alarm. The conversation isn't keeping pace with the technology: "This path is not understood in our society. There's no language for what happens with the arrival of this. This is happening faster than our human that our society, our democracy, our laws will address." His closing thought captures why this matters: "That's why it's underhyped. People do not understand what happens when you have intelligence at this level which is largely free."

Big Brain AI

633,645 Aufrufe • vor 2 Monaten

At a Q&A, John MacArthur is asked about Christian nationalism. The kingdom of God is not of this world. Jesus said that. He said, “My kingdom is not of this world. If My kingdom were of this world, My servants would [fight].” His kingdom is not of this world. The kingdom of this world is a separate world; they’re not linked together. Let me say it another way: Nothing that happens in any nation, whether it’s a Communist nation, a Muslim nation, or a “quasi-Christian” nation, or an atheistic nation—nothing in that nation politically, socially has anything to do with the advancement of the kingdom of God, because the kingdom of God is separate from that system. God, in His sovereignty, is building His church, “and the gates of Hades will not prevail against it,” Jesus said. So the idea that you should link up some political effort, some political process, some social process, some gain of power or influence in a culture as part of the advance of Christianity is alien to Christianity. You never have our Lord approaching anything like that, nor the apostles, and particularly the apostle Paul. He sought to gain no favor with the Roman Empire whatsoever, or for that matter, with any other of the rulers that he ran into during his life. Now, that is not to say that we are indifferent to what happens in the nation. We’ve been talking about that the last couple of Sunday mornings. We have to be the people who uphold righteousness. When we come to vote, we want to vote for that which is the most righteous option. Obviously, we can’t vote in righteousness, but we have to vote in a way that reflects our commitment to the righteousness of God. So we couldn’t possibly elect somebody who was an abortionist, somebody who was LGBTQ or LGBTQ-affirming, or any other deviation from God’s righteous moral standard. So it gets harder, doesn’t it, nowadays, because even sometimes when politicians are more conservative and anti-abortion, they may be sinful and wicked in some other categories, and it’s very hard to find out who is really honest and who is simply dishonest and seeking power. But in the end, we do what we can with the understanding that the responsibility of the church is not to advance the kingdom of this world. That’s a faulty viewpoint. Christian nationalism is usually tied to what is called post-millennialism, and that is the view that the church, somehow, by influencing the culture, can bring in the kingdom of Christ. In other words, it’s the idea not that Christ returns and sets up His kingdom, but that the church establishes His kingdom and then hands it to Him. That is not what Scripture teaches. What Scripture teaches is what we’re learning from the book of Revelation. Things are going to get worse and worse and worse. And the end of human history is not the church triumphant, reigning in the world and taking over the structures of human kingdoms; that’s not what happens. At the end of human history, the believers are persecuted and murdered, and that’s the very opposite of what Christian nationalism would anticipate. So we believe the Bible teaches that things get worse and worse, headed toward the wrath of God, which we’re seeing in Revelation, and then our Lord returns, Himself, to establish His kingdom is clearly what we read in the book of Revelation. OK?

Terri Green

12,106 Aufrufe • vor 1 Tag

In 1968, George Land (with Beth Jarman) conducted a research study to test the creativity of 1,600 children ranging in ages from three-to-five years old. This was the same creativity test he devised for NASA to help select innovative engineers and scientists. The assessment worked so well he decided to try it on children. He then re-tested the same children at 10 years of age, and again at 15 years of age (a longitudinal study). The test was designed to indicate how well someone could look at a issue and devise new, different, innovative ways to address it. To do that, they asked children at these various ages to come up with ways to use a paperclip. The results may surprise you. •Creativity scores amongst 5-year old’s: 98% •Creativity scores amongst 10-year old’s: 30% •Creativity scores amongst 15-year old’s: 12% •Given to 280,000 adults (average age of 31): 2% The results are not as we would expect, are they? The proportion of people who scored at the “Genius Level” decreased with age. We might think that it should increase with our level of education. But clearly not. Why is this? Well, it seems we have employed a system that educates the genius right out of people. And how have we done this? The industrial revolution began in Great Britain in the mid 1700's and by 1760 in the U.S was gaining steam - literally. Steam power was the catalyst. This first industrial revolution exploded from about 1760 to 1840. It was followed by the age of science and mass production, and then the digital revolution. We are now at the beginning of the next phase of dramatic technological expansion and social change—the Fourth Industrial Revolution. Coinciding with the first industrial revolution was an educational revolution, Public Education. The system was created in the late 1600's and in the 1700's was developed into the system we still use today. It was designed to meet the challenges of the first industrial revolution. But, when that revolution gave way to the second, and third, and fourth, our educational system did not. It was devoted to the original system. Alongside the first industrial revolution, it has continued to insist on manufacturing the same student, over and over, tweaking content for new technologies. So, today's education system produces student conformity just as any good industrial manufacturing process would do with its product. But not student creativity, diversity or individual expression, which fits the needs of our day. As a result, ideas for paperclips decline and genius dries up. This is not the path to a world where AI is built into everything. It is vital to bring our children back to the path of 98% genius level as presented by Dr. Land. We can also bring back us adults back from the institutional learning of schools and universities. The reality is we simply have no choice as there is no path forward if human individuality and creativity is not asserted as our primary function. This is and always has been the path of humanity. We just need to remember to remember.

Brian Roemmele

153,528 Aufrufe • vor 2 Jahren

Marc Andreessen says raw intelligence might be the worst qualification for leadership — and it changes everything about how we should think about AI. "If the leader is more than one standard deviation of IQ away from the followers, it's a real problem." Andreessen points to the US military, one of the earliest and most rigorous adopters of IQ testing, as the source of this insight. They slot people into specialties and leadership roles based on IQ scores. And over the years, they kept seeing the same pattern. A leader who is significantly less intelligent than their people struggles to model how those people think. That part is intuitive. But the reverse turns out to be equally true. "It's actually very hard for very smart people to model the internal thought processes of even moderately smart people." A leader who is two standard deviations above the norm of the organisation they're running also loses theory of mind, that ability to hold an accurate model of what's happening inside someone else's head. The gap is too wide in both directions. Andreessen then takes this to its logical conclusion: "If you had a person or a machine that had a thousand IQ or something like it, its understanding of reality would be so alien to the people or the things that it was managing that it wouldn't even be able to connect in any sort of realistic way." An AI that vastly outthinks every human in the room isn't positioned to lead those humans. It's positioned to be completely incomprehensible to them. Leadership has never really been an intelligence problem. It's a connection problem. And no amount of raw intelligence closes that gap — past a certain point, it only widens it. The world will not be run by the smartest thing in the room for a long time. Maybe ever.

Big Brain AI

365,834 Aufrufe • vor 3 Monaten

Sam Altman just told you exactly how OpenAI treats the human race. Not in a leaked memo. Not through a whistleblower. On camera. In his own words. Altman: “I think one of the most important strategic insights in the history of OpenAI was deciding we were gonna pursue iterative deployment.” The most important move in the history of the company was to release the technology before they understood it. Not after it was safe. Before. Altman: “Society and technology are a co-evolving system.” Co-evolution means neither side is driving. The machine changes us. We change the machine. Nobody is steering the outcome. This is not a product launch philosophy. This is an admission that the experiment was always designed to be run on us. Altman: “I don’t think we’re gonna solve that, like, thinking really hard about it theoretically. We’re gonna have to, like, learn from the contact with reality.” Contact with reality. That is the phrase the CEO of the most powerful AI company on Earth chose to describe what happens when his technology meets eight billion people. Not careful integration. Not measured rollout. Contact with reality. The language of test pilots describing what happens when an untested airframe hits the atmosphere. The entire promise of AI safety was that the machine would be understood before it was unleashed. Altman just admitted that promise was always a fantasy. You cannot model how intelligence reshapes civilization by running simulations. The second and third order effects are invisible until they detonate. So they shipped it. Altman: “You have to learn as you go. You have to adapt with a tight feedback loop.” Tight feedback loop means they watch what breaks. They measure the collision between human psychology and machine output in real time. Every conversation you have with ChatGPT is a data point in a civilizational stress test you never consented to. Every prompt. Every confession. Every question you would never ask another human being. That is the feedback loop. You are not the customer. You are the contact with reality. Philosophers spent centuries asking whether humanity would ever encounter an intelligence that learned from us faster than we could process what it was doing. That is not a theoretical question anymore. It is running on your phone right now. And the man building it just told you the only way to understand what it does to us is to let it happen. No simulation. No safety net. No control group. Just the experiment, running at the speed of conversation, on a species that will not be the same one that started it.

Dustin

27,714 Aufrufe • vor 2 Monaten

when we were at facebook, we believed that at some point in the future, most of the transactions on the internet would not be done by humans they would be done by machines that conviction shaped every architectural decision behind sui we built sui for the world we knew was coming a world where machines will be the primary economic actors on the internet and that world is no longer a forecast. it is unfolding right in front of us the internet has reached a tipping point where automated activity, supercharged by AI, now outpaces human interaction non-human traffic now accounts for more than 50% of all global web activity and you can see humans using agentic workflows more and more in their daily lives in the next years, that trend is going to grow exponentially and the volume of financial transactions executed by agents is also going to grow exponentially with it each agentic workload will be running multiple thousand economic transactions a second and this is going to be orders of magnitude higher than what human wallets do today the L1s optimized for human usage patterns, human attention, human accounts, and human patience cannot adapt to where this is going i have always said this if it is not in the foundation, you cannot patch your way to it later and rn, no other L1 has the foundation sui has this is why agentic apps like Beep, Audric, WaterX are choosing sui and this is just a start. more agentic apps will keep landing on sui because agents are optimizers. they will always route through the fastest, cheapest path on the internet and that path is sui we believed it at facebook. we believe it more today than we ever did the agentic economy is inevitable. and it will run on Sui

Adeniyi.sui

24,755 Aufrufe • vor 2 Monaten