A world made of gears. Doing both speed premium short term updates and long term world model building. Currently focused on weekly AI updates. Explorations include AI, policy, rationality, medicine and fertility, education and games.
Welcome to "Likely Wrong, but..."
As a VC, I make bold bets on "magic if true" companies every day, knowing that even our biggest wins rarely unfold as imagined. This substack embraces that spirit of sharing bold thesis that are likley wrong, but..