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22 results for “hardware”
Topic4 mentions across episodes
hardware
Concept2 mentions across episodes
hardware
in a lattice structure together. They're held together. And then liquid, you've broken a lot of that lattice structure. They can move around. They have some kinetic energy, but they're still pretty contained. They stay in the bowl. Keep heating it. N
1:20:55 / 1:22:12
from transcript1:20:55 – 1:22:12
So there's rising repairs, maintenance costs. These keep vacancies, longer. You know, apartments aren't occupied. This this leads to higher, housing costs as well. What what is the least doing to address this? What can be done over the next five year
26:57 / 28:04
from transcript26:57 – 28:04
That's that's why I think the other other people are important. I suppose it doesn't give me a very cheap test as to whether or not, you know I mean, if you start by if I care for it, then I'll be always a little circular. Right? Like, and the the ot
38:27 / 40:08
from transcript38:27 – 40:08
It's so hard to buy one little. Yeah. It takes one every five years. Let alone buy, like, five or 10 of them. And if you're gonna be disciplined on business quality and pry it's always difficult. It really is. It's easy to look back in hindsight and
1:23:58 / 1:25:12
from transcript1:23:58 – 1:25:12
I don't wanna discourage anyone. You know? It's it's actually pretty easy to learn basic stuff. Right. But the the the pain is temporary, I guess, is the point I'm trying to make. It is. So so what else? So the physical component, play a few chords,
28:28 / 29:38
from transcript28:28 – 29:38
or didn't. But, like, you know, what to do? How do, like how are people gonna make money in this new society? And, you know, how is the middle class gonna thrive? You've talked about lots of people have talked about, you know, the surveys now that, l
59:57 / 1:01:09
from transcript59:57 – 1:01:09
That's a process that's independent of intelligence, and it's it's a physical process. Similarly, if you think about the problem of climate change or, like, carbon removal, there's probably a lot of that domain that requires great ideas. But, like, w
1:01:26 / 1:02:34
from transcript1:01:26 – 1:02:34
So there's so many other micro adjustments when you're playing leads, because you have to kinda mute the other strings that are so they don't ring out. Mhmm. If you're playing the first note and comfortably numb at the solo at the end, and you're at
27:27 / 28:47
from transcript27:27 – 28:47
Yeah. As you think about the broader world again today and the sorts of business models that have become the most exciting to people, How do you think about technology and its role in the businesses that you buy and then the opportunity set in genera
1:24:39 / 1:25:49
from transcript1:24:39 – 1:25:49
I guess they got a head start on everyone else. Yeah. And then also the pre positioning of collateral at the discount window. I knew that the Fed had been encouraging banks to do it. I did not realize that you had to send the actual mortgage docs if
1:05:07 / 1:06:26
from transcript1:05:07 – 1:06:26
you know, and lots of sub stack writers are too. Is that part of the American dynamism thesis too? We're a little bit more tailored in terms of, like, a lot of the companies that we are investing in now have a physical component. They don't necessari
1:00:33 / 1:01:52
from transcript1:00:33 – 1:01:52
Well, if if call to believe everything is duck like, then, yeah, sure. If it's hungry as well like a duck is because it has these kind of physical components that yeah. Sure. Yeah. Yeah. Yeah. At some point. Yeah. Agree. So so right. And so do you th
39:23 / 41:03
from transcript39:23 – 41:03
I think at the end of the day, we believe that competitive markets, you know, take care of themselves. And, I cannot think of a single example where, you know, technology was banned and then costs went down. I I think that just never happens. Yeah. I
26:13 / 27:19
from transcript26:13 – 27:19
And I love spending time with OpenAI researchers and actually just, like, people in the community broadly just talking about the implications because there's the first order effect and effects of something that is super intelligent in some domains, a
1:00:42 / 1:01:48
from transcript1:00:42 – 1:01:48
and all these autonomous agents, that's when it really starts. Like, physically becomes dangerous if we don't get this right. Yeah. I I think there is some nuance to that where if you look at, like, how North Korea makes a significant fraction of its
44:07 / 45:18
from transcript44:07 – 45:18
but two, it'd be too expensive. And frankly, the the business I wanna create is an at home care diagnostics company. Got it. So I think next steps for me, I would love to see the financial model. I'll be really candid that I have a really hard time w
37:31 / 38:30
from transcript37:31 – 38:30
And I'll let you know exactly the type of paper and pencil, four h pencil, a three paper. Very simple. Very okay. This is gonna be a theme. You mentioned meditation. You said you do TM. So you you do twenty minutes in the morning, twenty minutes. Do
24:44 / 25:49
from transcript24:44 – 25:49
If they have an alternative path to collecting data by leveraging these industrial companies, then they'll be able to lower their marginal cost. I just I don't see it as sustainable or scalable to see these startups paying for each marginal unit of d
19:28 / 20:32
from transcript19:28 – 20:32
why not do what the mathematicians already do? A huge number of them say, we are gonna make the same optimistic assumption that science makes, that there's an underlying structure to that latent space. This is not a random grab bag of stuff. There's
1:36:45 / 1:37:48
from transcript1:36:45 – 1:37:48
the offline economy is becoming some sort of cloud dependent service. I mean, it's crazy to just see cars rely on the cloud and restaurants rely on the cloud. Like, anything that you interface with in the physical world, you expect to have some digit
3:48:45 / 3:49:51
from transcript3:48:45 – 3:49:51
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