Syed Shah🏴‍☠️🌊

@syed

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Syed Shah🏴‍☠️🌊

Chip Wars Cast #5 Just Get Better. Better than everyone else. A few stories now I've read with this theme. Similar to The Hard Thing about Hard Things by Ben Horowitz. In this case it was Intel making the comeback in the 80s and 90s with their microprocessors. Silicon Valley companies win because they're better. Forget innovation, or marketing or even finance. Those all have their role to play but the best companies don't shy away from needing to be the best. The willingness to look at the core product, and come to the humble realization it's not good enough. Then to follow that up with the arrogance to say, we'll make it good enough. Then to follow that up with the singleminded determination to follow through on that commitment and bend all other resources and aspects of reality using any and all means until you've done so. And only after that, do you follow through on all the other parts of the business to secure victory in the marketplace. It's this aspect that is why SV sits at the mountaintop.

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Syed Shah🏴‍☠️🌊

If you’re not factoring Advanced AI (AGI) in your strategy in the near future, you’re behind the curve. Not as a thought experiment but as a legit part of your strategy. Things are going to break at scale. Doors will close but about a million more will open up. Work from first principles. From the ground up. Leave preconceptions behind. We’re entering a world of excitement of which nothing before can compare.

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Syed Shah🏴‍☠️🌊

Chip Wars Cast #4 Section about the 1980s strikes home. About Japan being replicators and the U.S. being the innovators. This was said right before Japan spent the next decade taking over the mantle of innovators. I’ve thought and probably casted something similar about China recently with @balajis.eth usually taking the opposite bull case. While I don’t think I’m wrong on the long time scale, the dynamics could change and my thesis be proven wrong, like the way the dynamics with Japan changed in the 80s vs 90s. It makes me wonder what I’m missing/ignoring. What is Balaji seeing that I’m dismissing. Makes me think I need to spend more time learning and listening.

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Syed Shah🏴‍☠️🌊

Chip Wars Cast #3 Optimistic Builders > Intelligent analysts + realists 60s and 70s would have been very difficult to predict. The role of the military, not small but not that big, offshoring, the political dynamics. So many moving parts, from as big as countries to as small as a single person. You can see brilliant analysis both decades that at best is right in a specific scenario but misses the mark as much as to be useless due to all the parts and layers involved. The only view that held up and captured all the nuances in an actionable way was the simplest. The view of the optimistic builders. That the future was dazzlingly bright. Captured by insights like Moore’s law (transistors in a chip 2x every ~2 years.) The ones who held this optimistic view with enough conviction, and were so enamoured with the implications that they acted as if Moore's law was a stated fact instead of a simple prediction. The clever analysis and nuances ended up being less important in the long run. A lesson here for us.

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Syed Shah🏴‍☠️🌊

Chip Wars Cast #2 Reading Chip Wars a book about microchips and the birth of Silicon Valley atm and it is a huge unlock. So many parallels to today, and so many lessons to be learned. "We’re the real revolutionaries in the world today, not the kids with the long hair and beards who were wrecking our schools a few years ago.” - Gordon Moore (founder of Intel) in 1973 Striking similarities to today. With all the university protests at the same time as insane A.I. breakthroughs. The impact on history I expect will be similar. I find this personally striking because I've always been confused by the popular liberal arts interpretation of capitalism being evil. Especially after reading the communist manifesto. My understanding of the communist manifesto is that capitalism eating capitalism as the end of capitalism. It’s a law of nature. Competition forces evolution. Capitalist competition forces capitalists to create the kind of abundance that will end capitalism. The solution seems to be to accelerate.

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Syed Shah🏴‍☠️🌊

We need an AI baseline for presidential debates. Enter the debate questions as prompts. The candidates have to beat ChatGPT or we get 4.0 as president. Which I cannot tell you how much I am in support of. I'd campaign day and night if ChatGPT was on the ballot.

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Syed Shah🏴‍☠️🌊

Direction of Humanity Agriculture Revolution —> Blockchain Revolution Acceleration of Humanity Age of Printing —> Industrial Age —> Information Age —> A.I. It is my belief that we are close to event horizon of the singularity. A point where the rate of change is so fast that even the near future becomes impossible to predict. AGI and ASI are the technologies which carry us past the point of the singularity. Which means prediction is impossible. The future will simply be an eternal present. Beautiful in it's own right and a goal worth shooting for, but it will be the end of the future as we know it. If you're reading this, chances are you are the last of those souls who have a vision of the future and the desire to pull it into the present. You are the last of the entrepreneurs. Have ambition worthy of that title. https://warpcast.com/syed/0x276bfbde

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Syed Shah🏴‍☠️🌊

Speed chess championship happening live in Paris right now! Go watch!!! https://www.youtube.com/watch?v=DfU832BZhu4

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Syed Shah🏴‍☠️🌊

😂 tempted to actually make a LinkedIn account. Had no idea they were innovating on this level.

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Syed Shah🏴‍☠️🌊

I’m transported to a street in the Roman Empire 169 AD. Not Rome. I only have my current knowledge. I don’t speak Latin but I’ll learn over time. My goal is to give Humanity a jump forward. What is my strategy? What could I say to convince people I’m from the future and get an audience with the emperor. What knowledge should I try to implement or give the scientists that we’ll be the most beneficial. I can’t carry anything written with me. I can wear modern clothing (what should I wear.) I can’t bring anything with me but my clothes. Help Farcaster! What do? (Outdated map for reference)

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Syed Shah🏴‍☠️🌊

Hmm this is interesting. The opposite of my current strategy. 1. Onboard them 2. Do nothing. 3. Feel deeply personally offended when they don’t fall instantly in love and start casting 24/7. 4. Resent them irl.

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Syed Shah🏴‍☠️🌊

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Syed Shah🏴‍☠️🌊

Reading Chip Wars atm and it is a huge unlock. This will be a series of casts based on reading about microchips and the birth of Silicon Valley. So many parallels to today, and so many lessons to be learned.

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Syed Shah🏴‍☠️🌊

Revolutionary startups are bets on the future based on a personal insight. What is your bet? What does the future look like? (General) What is your part in the future? (Specific) What is your PERSONAL insight? How much do you believe in this insight? (You think it’s right.) How much do you care about this insight? (How badly do you want to find out if you’re right or wrong?)

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Syed Shah🏴‍☠️🌊

Duolingo needs to chill the fuck out. So melodramatic 🙄 (@v @dwr.eth an idea for Warpcast? Make the W look this sad when you don’t cast.)

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Syed Shah🏴‍☠️🌊

Choose your cofounder very wisely

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Syed Shah🏴‍☠️🌊

Gm from Lithuania

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Syed Shah🏴‍☠️🌊

Lens entire pitch as long as I’ve known them is “you can make money as a creator with crypto.” Ofc this would be attractive to artists in a bear market. This isn’t surprising and also irrelevant. Good for lens. There are bigger fish to fry.

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Syed Shah🏴‍☠️🌊

Reading Chip War and it’s fascinating. Still at the beginning but it’s confirmed one thing for me. The world is really small at the bleeding edge of a new industry. This pattern is consistent across history. If Farcaster is that place for crypto the ambition needs to increase. The ingredients are here but time will tell. So far I’m more bullish on Farcaster’s potential than before but also more aware of the delta between potential and reality. The feeling that we’re on the verge of something truly special is still there. Balaji’s network schools is another ingredient that if it was super charged with Farcaster. I mean the ingredients are all here. But the fuse still hasn’t been lit. But the ingredients are here. I can’t think of anywhere else on the World Wide Web I’d rather be.

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Syed Shah🏴‍☠️🌊

Do you think you’re arrogant. Be absolutely honest. Don’t differentiate between arrogance and confidence. If you had to give yourself an arrogance rating between 1-10, what would you give yourself. I’d say 7/8 but if I was honest, 10.

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