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Weighty Thoughts

Weighty Thoughts
Three Macro Predictions on AI And also a reaction to OpenAI's GPT-5 release
5 days ago
Weighty Thoughts
The US Should Run Faster on AI Instead of Trying to Trip Up China Export Controls and Trump's New AI Action Plan
2 weeks ago
Weighty Thoughts
🚗 From Simulation to Street—Self-Driving Cars 💨 Inside the challenges and breakthroughs of autonomous vehicles with Brandon Basso
a month ago
Weighty Thoughts
AI is Overturning the Military World Order Operation Spiderweb, Implications, and Impacts on Deep Tech Investing
2 months ago
Weighty Thoughts
What LLMs Will Do To Jobs: All You Need is an Oracle LLMs are Mainly Tools That Enhance Experts
3 months ago
Weighty Thoughts
AI's Endgame (How Foundational Model Companies Can “Win”) Playing monopoly in 2025
4 months ago
Weighty Thoughts
What Mattered in GenAI in 2024 Despite the Noise, The Big Narratives from January are Still the Big Narratives
5 months ago
Weighty Thoughts
See Me at SXSW Next Week! Talking AI in Austin on March 8th and 9th
5 months ago
Weighty Thoughts
How Will AI Impact Law Firms? An interview with Devansh from Artificial Intelligence Made Simple
6 months ago
Weighty Thoughts
AI Winters and The Third Wave of Today A sneak preview from my upcoming book "What You Need To Know About AI"
6 months ago
Weighty Thoughts
Does DeepSeek Wiping out $1T of Market Value Make Sense? No, but yes—a micro and macro view
6 months ago
Weighty Thoughts
Who’s Winning the AI War: 2025 (DeepSeek?) Edition Same fundamentals, new unhinged vibes
6 months ago
Weighty Thoughts
AI in Hedge Funds and High Finance Talking about the future of AI in finance with Alex Campbell
6 months ago
Weighty Thoughts
My Book's Pre-Sale is Live! Reserve an early copy and get other goodies
6 months ago
Weighty Thoughts
AI Reasoning—What is It? The Significant Implications of Test-Time Compute
6 months ago
Weighty Thoughts
Review of AI in 2024 and Updates Guest Post in AI Supremacy
7 months ago
Weighty Thoughts
From 6 Weeks to 600 Seconds (or Less) The revolutionary potential of utilizing AI for electronic hardware design
7 months ago
Weighty Thoughts
Writing, Originality, and Why Does Anyone Care What I Write About? Musings, Insecurities, and Thoughts on Writing a Book (or Substack)
7 months ago
Weighty Thoughts
Scaling is a Choice Progress in tech is rarely “inevitable.” Looking at semiconductors and AI.
7 months ago
Weighty Thoughts
AI's Future in Lung Disease and Medicine A conversation with two radiologists—who are also experts in AI—about how AI can shape clinical...
8 months ago
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8 months ago
A conversation with two radiologists—who are also experts in AI—about how AI can shape clinical practice and patient experiences
Weighty Thoughts
I'm writing a book! Why I've been gone over a month, and how you can help
8 months ago
Weighty Thoughts
Why ChatGPT Strawberry o1 (and other LLMs) will Never be Good at Diagnosis “Connectionist” vs. Knowledge-Based AI
10 months ago
Weighty Thoughts
Why did the Prior Generations of AI Fail? Diving into the History—Which is Kind of a Circle
11 months ago
Weighty Thoughts
Is AI a Winner-Take-All Market? A critical question for investors in AI
11 months ago
Weighty Thoughts
Open AI's Valuation and a Favor to Ask A guest post and an in-person panel
a year ago
Weighty Thoughts
Let's talk about AI power costs It's important, but a lot of recent attention has been concern-trolling
a year ago
Weighty Thoughts
Consider the Llama Are closed source AI models doomed?
a year ago
Weighty Thoughts
The EU is making itself an economic backwater Regulation is not a real export
a year ago
Weighty Thoughts
Software Engineering is Doomed Or is it?
a year ago
Weighty Thoughts
When the AI Bubble Bursts It’s when, not if, for these kinds of new technologies
a year ago
Weighty Thoughts
Apple Wins Apple Intelligence and aggregation puts Apple in a dominant AI position
a year ago
Weighty Thoughts
China's AI Journey Talking to Jordan Schneider from ChinaTalk about China's technological ascent
a year ago
Weighty Thoughts
News Roundup: May 27, 2014 🧴 Why does Google suck so much, Microsoft Co-Pilot Everywhere, and Sam Altman
a year ago
Weighty Thoughts
Why we need AI as a society We’re aging too fast (AKA my entire AI/robotics investment thesis)
a year ago
Weighty Thoughts
News Roundup: May 15, 2024 Open AI announcements, DeepSeek-v2, and TSMC Arizona
a year ago
Weighty Thoughts
The Real Risks of AI Humans are really the ones to be scared of
a year ago
Weighty Thoughts
What is Defensibility? Back to basics for AI startups and others
a year ago
Weighty Thoughts
CUDA is Still a Giant Moat for NVIDIA Despite everyone’s focus on hardware, the software of AI is what protects NVIDIA
a year ago
Weighty Thoughts
Today’s AI critics don’t understand the history of technology But is AI different than other technologies?
a year ago
Weighty Thoughts
Deep Tech Startups Are Not Software Startups Or why AI and “Software/SaaS” are apples and oranges
a year ago
Weighty Thoughts
VC Office Hours Talk to James Wang, author of Weighty Thoughts and General Partner of Creative Ventures
a year ago
Weighty Thoughts
Who’s Winning the AI War? All of us, except the AI startups and VCs—unless a real war breaks out
a year ago
Weighty Thoughts
What’s coming next for AI in 2024 A long overdue VC apocalypse and the birth of the first real AI companies
a year ago
Weighty Thoughts
The Mystical Q OpenAI Q*, Primer on Reinforcement Learning, and Implications
a year ago
Weighty Thoughts
The AI Executive Order AKA: “We’ll do something about it later”
a year ago
Weighty Thoughts
The Fall of Data Moats AI actually makes most data moats weaker
a year ago
Weighty Thoughts
Let’s Talk About AI Compute What really matters and why AI computing is exactly the same as all other large-scale computing
a year ago
Weighty Thoughts
Most AI startups are doomed Just because it matters doesn’t mean it’s defensible or profitable
a year ago
Weighty Thoughts
Fear and Loathing in 7nm How much does Huawei and SMIC's new chip matter? And what should the US do?
a year ago
Weighty Thoughts
Compute is Overrated as AI’s Bottleneck You can’t just blindly extrapolate compute requirements
a year ago
Weighty Thoughts
One Definite Sign of a Bad Startup Idea If you can’t tell anyone about your startup idea, it's not a good idea
over a year ago
Weighty Thoughts
Startup Valuation Made Simple(r) - Working Backwards Counterintuitively, start from how much money you need
over a year ago
Weighty Thoughts
What I got Right or Wrong in 2020 Reflecting on the Past Year
over a year ago
Weighty Thoughts
Commentary on Technology, Startups, and Investing Welcome to Weighty Thoughts by me, James Wang. General Partner at Creative Ventures. Ex-Bridgewater...
over a year ago
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over a year ago
Welcome to Weighty Thoughts by me, James Wang. General Partner at Creative Ventures. Ex-Bridgewater and Google X. Co-Founder Lioness. Sign up now so you don’t miss the first issue. In the meantime, tell your friends!