Wednesday, September 02, 2020

Elon Musk's Neuralink Is No Scam, Just A Startup With A Long Horizon


Trying to collect digital information from a drop of blood should be much less challenging than playing piano with the brain, and Elizabeth Holmes had 10 years before she was hounded out as maybe a thief and a scammer, but Musk's Neuralink has already run for five years, and I don't think the promised delivery will be made in another five. Both have had Steve Jobs comparisons. I think Musk is validly compared to Jobs. 

2020, the year of the Coronavirus, is the Netscape year for biotech. 

The elephant in the room is gender. Musk seems to have a longer runway because he is a man. And I do think Musk is quite off on the idea of human habitation of Mars. The rocket part is fairly easy, though plenty challenging. The hard part is the human body is designed for the earth's surface. Lack of gravity is disorienting and debilitating for many organs. Mars is more hostile than the deep ocean, and we have not colonized the deep ocean. I'd rather fund the Green New Deal than attempt Mars. It is fairly basic biology. If you can't get the eyes, you should not attempt the brain. Eyes start bulging out during prolonged loss of gravity leading to permanent sight damage. 

I am strong on Tesla. I have consistently been. I am also strong on robotic mining of asteroids. 


Wednesday, July 29, 2020

Top Tech CEOs Go To Washington

I believe the anti-trust angst is valid. The big tech companies do seem to be stifling competition with their sheer size. The Google argument that their competition is just one click away belies the fact that search is a hugely capital intensive effort. It is more expensive to build a search engine than it is to build a Boeing jet plane. That huge cost is a moat around the Google castle. The same is true for the other big tech companies. 

But the lack of competition is not true only in tech. Their size makes it obvious but the US economy has a major lack of competition problem in many sectors. 

I do think many next big companies are dying too early in the presence of these big tech companies. 

But anti-trust is the smaller of my concerns. 

Saudi Arabia had oil, but it was undiscovered and it was underground. Western companies swooped in to dig it out. Those companies did not and do not get to take all of the oil money. Data is the new oil. But individual consumers are not getting any pay. There ought to be a 70-30 split. The individual should get 70% and the company that harvests and monetizes the data should keep 30%, which would still be a lot. Especially since the oil wells are about to get huge. 

This has to be established as a right. Taking that political step will necessarily bring up legitimate issues of data privacy and security. And in favor of innovation, we could put a floor underneath the arrangement. Small companies would not have to pay. Only after you cross a certain size you pay up. 

This would have to be a global understanding. This means the tech companies have an obligation to together offer up the digital equivalent of a Social Security number and online bank accounts to all their users. They can. 

Something is amiss. The US Congress does not have jurisdiction over the planet. What we need is a global parliament

Makes me wonder, though, why is Microsoft missing? Does Congress feel like it already grilled Microsoft back in the days!? 

The UBI is infrastructure for the global knowledge economy and is in the best interests of these tech companies. They should bring it about. 

Apple, Microsoft, Amazon, Google And Facebook Make Up A Record ...

Saturday, June 06, 2020

Tuesday, January 14, 2020

AVC 3.0 (Newsworthy)

AVC 3.0

Netizen Has Arrived: A Link From AVC

Saturday, January 04, 2020

Oil Will Get Priced Out

To remain competitive with EVs, the investment firm calculates that the break-even point for gasoline is no more than $10 dollars a barrel, and for diesel, $17 to $19 a barrel.

The environmental advantages of electrifying transportation are significant and undeniable. EVs are also a pleasure to drive — they're quiet, clean, fast, inexpensive to operate and perform well in all weather conditions.

Thursday, January 02, 2020

Instagram: Dad, Daughter

Is that real? What is more real than love? How often have you wished that someone who wasn’t there with you could understand how much you love them? Instagram allows us to make that happen, to send a message of love through the cosmos with full knowledge that its target will receive it. Let’s not lose sight of the fact that a large part of any relationship takes place in your heart or your mind anyway. It is not simply two people in proximity, it’s what those two people choose to make of their entanglement. Sending someone a message of love doesn’t distort your reality—it augments it.

The VC Blind Spot

VCs are leaving a lot of money on the table by only investing in people who look like them — mostly white men. Morgan Stanley estimates that VCs could be missing out on as much as $4 trillion in value by not investing in more diverse founders.