The Verification Gap: From Low Energy To Proven Correct
Generation is cheap. Verification is what creates trust. The systems that matter won't be the ones that generate plausible outputs—they'll be the ones that can prove their outputs are right.
ArtificialIntelligence
35 posts
The Software Paradox: Bigger Industry, Fewer Winners
AI will produce the most valuable software companies in history while destroying most that exist today. The industry gets larger. The winners get fewer. Software creation is becoming cheap. Distribution and trust are becoming more valuable. That's it.
The Re-Materialization Of Intelligence
Yann LeCun left Meta and raised $3.5B on a radical thesis: autoregressive LLMs are a dead end. The future is world model simulation, not token prediction. Language survives the shift. The current architecture may not.
The World Model Reckoning
Waymo can simulate elephants on highways that it's never driven on. The simulation breaks after 60 seconds. Only 2.68% of digital twins close the feedback loop. AI's most important bet isn't about generating pixels—it's about understanding physics.
The AI Valuation Stack
AI startups command 25–30× revenue multiples. But only 39% of enterprises report any impact on EBIT from AI. Six layers of technical due diligence—from wrapper discounts to inference margin traps—are repricing companies in real time. Most investors aren't looking.