The magic prioritization trick
https://cutlefish.substack.com/p/tbm-245-the-magic-prioritization First, I ask the team to organize their initiatives based purely on urgency—one axis, not two. I describe the many scenarios where urgent things aren’t necessarily valuable, and valuable things aren’t necessarily urgent. I stress that questions of urgency—when to enter a market, when to care about competitors, near-term...
Why nvidia's AI supremacy is only temporary
https://petewarden.com/2023/09/10/why-nvidias-ai-supremacy-is-only-temporary/ #1 – Inference will Dominate, not Training Somebody years ago told me “Training costs scale with the number of researchers, inference costs scale with the number of users”. #2 – CPUs are Competitive for Inference Old-timers will remember the early days of the internet when most of the cost...
Complex battlefields favor strong soldiers over large armies in social animal warfare
https://www.pnas.org/doi/10.1073/pnas.2217973120 Warfare is fundamental to the outcome of competition in social species from humans to insects and is of global interest and appeal to scientific and public audiences alike. Although theory predicts that the environment in which group battles take place will affect the optimal strategy, empirical tests are difficult....
Python project from scratch with poetry, black, ruff, pytest, pre-commit-hooks and GitHub Actions in 15 min tops
https://laszlo.substack.com/p/cq4ds-python-project-from-scratch poetry: Sort out virtual environments for good, all your project definitions in pyproject.toml. black: You can have any code style until it is black. Stop worrying about formatting your code. ruff: New blazing fast linter, anything that black doesn’t care about will be fixed here pytest: Testing, duh… pre-commit-hooks:...
When to dig a moat
https://www.notboring.co/p/when-to-dig-a-moat Success accelerates the need for moats. As soon as success seems obvious, startups lose their training wheels moat – uncertainty – and should have at least the foundations of more permanent moats in place. In Productive Uncertainty, Jerry Neumann wrote that “the only moat that can create excess value...
On hiring, rehiring, and one question to answer them all
https://world.hey.com/jason/on-hiring-rehiring-and-one-question-to-answer-them-all-5db97bcb I’ve found that, actually, you hire someone at least twice. You hire someone initially, and then, if all goes well, you hire them again 12 months later. That second hire is the crucial hire, even though it wouldn’t be a stretch to say you continually hire someone throughout their...
More design patterns for machine learning systems
https://eugeneyan.com/writing/more-patterns/ Process Raw Data Only Once: To reduce redundancy The natural extension of this pattern is the feature store pattern which centralizes feature computation and storage. Feature stores enable feature reuse and consistency across applications, and reduce duplicate effort, compute, and storage. Human-In-The-Loop: To collect explicit labels That said, we...
Surprising combinations of research contents and contexts are related to impact and emerge with scientific outsiders from distant disciplines
https://www.nature.com/articles/s41467-023-36741-4 We investigate the degree to which impact in science and technology is associated with surprising breakthroughs, and how those breakthroughs arise. Identifying breakthroughs across science and technology requires models that distinguish surprising from expected advances at scale. Drawing on tens of millions of research papers and patents across the...
What I think about the Silicon Valley Bank situation
https://www.linkedin.com/pulse/what-i-think-silicon-valley-bank-situation-ray-dalio/ Because a) we are in the early stage of the contraction phase of this cycle and b) the amount of leveraged long holding of assets is large, it is likely that this bank failure will be followed by many more problems before the contraction phase of the cycle runs...
Protect the house... then build the castle
https://contrarianthinking.co/protect-the-house-then-build-the-castle/ #1: “JACK OF ALL TRADES”: When someone lists more than 2 jobs or 2 companies they have at any given time, consider the flag waved. No, you do not do 10 “board” positions or startups well simultaneously. #2: “BUILDING THE BRAND”: If someone has a new startup and a...
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a collection of excerpts from interesting research, blogs, events, etc...