John Hoang

@jhoang

271 Following

1746 Followers

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Can’t wait to read this during the Holidays.

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Andy Grove knew the importance of study. "I decide to devote more than half of my environmental assessment to the Internet. While that’s an easy thing to decide, to fill my presentation with things I’m not embarrassed to say to my colleagues is harder. In other words, I have to study. I read everything I can lay my hands on. I spend many hours searching out computers located on the World Wide Web and looking at their contents, reading the content of both competitors and oddball presences."

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Andy Grove predicting what AI and Crypto looks like. "A few industry figures have been going around touting the emergence of inexpensive “Internet appliances.” These simplified computers would rely on other larger centralized computers someplace on the Internet to store their data and to do much of their number crunching, and would just transmit to the computer users whatever software and data they needed, whenever they needed it." "The Internet fosters the emergence of a third class of use: applications and data that are stored at some other computer someplace, prepared and owned by unrelated individuals or organizations, that anyone can access through this pervasive, inexpensive set of connections, the 'connection co-op'."

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https://x.com/jonshaivitz/status/1864139604745457737?s=46

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https://x.com/levie/status/1864079627213562227?s=46 This makes me update my probability of a golden age to be higher.

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https://x.com/xethalis/status/1864000451194097852 Much needed context.

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Wow that’s a lot of solo founders. There must be group chats for solo founders or something.

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https://warpcast.com/jhoang/0x052032a9 This might be happening faster than I expected

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I'd much rather deregulation over AI automating a bad system, which seems like the next step if we head in the direction of more centralization. "When most companies of a previously regulated economy are suddenly thrust into a competitive environment, the changes multiply. [...] This is the greatest strategic inflection point of all. When such fundamental changes hit a whole economy simultaneously, their impact is cataclysmic. They affect an entire country's political system, its social norms and its way of life. This is what we see in the former Soviet Union and, in a more controlled fashion, in China." From Only the Paranoid Survive.

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Found weird supporting evidence for a working theory of mine where I think consciousness is an emergent whole among parts.

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We aren't going to uncover the universe with just prediction. "One feature that seems well established is that the universe is shaped and determined entirely by nonlinearities; that is, nonlinear relationships between every entity--space, time, energy, matter, and so on-- of which the universe is composed." From Scientific Freedom

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Reading Scientific Freedom after Boom is like eating a palate cleanser. While both address the stagnation in science, Boom advocates for science with an objective, and Scientific Freedom advocates for science without a clear objective.

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https://x.com/nearcyan/status/1863302015230886017?s=46 Lol

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Got Only the Paranoid Survive, and I like his framework of inflection points which are 10x changes along the 6 dimensions. It makes me think about what current inflection points exist today, and I would say deregulation has to be one of them. One of the examples of inflection points he gave was AT&T. "AT&T, for example, had no experience dealing with competition, so they never had to market their products or services. They had all the customers that there were. Their management grew up in a regulatory environment where their core competencies revolved around their ability to work with the regulators; their work force was accustomed to a paternalistic work environment. In the ten years of the free-for-all that followed the Modified Final Judgement, AT&T lost 40% of the long-distance market."

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Boom: Bubbles and the End of Stagnation's chapter on the Metaphysic of Progress reminds me of this quote.

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https://x.com/karpathy/status/1862565643436138619?s=46

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In the book Boom, the author talks about how The Apollo Program was a social bubble which is "a bubble that unfolded outside financial markets, inflated not by speculators buy by technocrats and politicians." MAGA is social bubble that is just getting started.

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In the last cycle, there was the idea that everything would be tokenized. Thinking about it now, the way that memes are turned into memecoins on Warpcast is the tokenization of social media.

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