@ajameswang.bsky.social
Writer of Weighty Thoughts. Deep tech investor at Creative Ventures. Ex-Bridgewater, ex-Google-X, deus ex machina. weightythoughts.com
TSMC’s supply constraints may break Nvidia’s moat because of inference.
Curious what that means? Read more here!
weightythoughts.com/p/nvidias-m...
Economic stats may finally be starting to reflect the impact of AI—especially as it gets more “agentic.” Still early, but fascinating and worth watching.
weightythoughts.com/p/ai-gains-...
As we hit 2026 (Happy New Year!), we have reached 10 years into this cycle of AI. 2015 was when computer vision hit human levels of performance. Since then, we can see the rapid shifts in the landscape when we step back.
weightythoughts.com/p/ten-years...
My quick take on GPT-5 as well as some macro thoughts on how AI might change society (or not).
weightythoughts.com/p/three-macr...
Samsung went from selling dried fish and noodles to one of the two leading edge fabs and an electronics giant. The US’s restrictive policies are effectively implementing industrial policy to help Huawei follow the same path.
t.co/Ajq3AOogfW
Not all data is equal in AI—and especially not in self-driving cars at this stage. What is needed to push them to the next level? Read, watch, or listen to my interview with Brandon Basso, Senior Director of Simulation at Cruise.
weightythoughts.com/p/from-simul...
Operation Spiderweb (Ukraine’s attack inside Russia, using mass drones) has world-changing implications for AI in defense and deep tech investing
"There are decades where nothing happens, and there are weeks where decades happen." Decades just happened.
weightythoughts.com/p/ai-is-over...
Available here: www.readysetstartuppod.com/episodes/ins...
20.05.2025 18:19 — 👍 0 🔁 0 💬 0 📌 0Great podcast on Ready, Set, Startup with Brandon Reed on Deep Tech and founders. Check it out below!
20.05.2025 18:19 — 👍 0 🔁 0 💬 1 📌 0
Where will LLMs be most helpful? My favorite framework is to think of oracles.
weightythoughts.com/p/what-llms-...
Take a break from the tariff show and learn about how foundational model companies can survive/win, from someone who constantly says they’re doomed—me, lol!
weightythoughts.com/p/ais-endgam...
While out at SXSW, let’s do a repost from January. I talk about DeepSeek, agentic AI like Manus… and wait, that’s all recent news!? This stuff has been predictable if you pay attention.
weightythoughts.com/p/what-matte...
Why is the venture market frozen? It's a bit annoying to need to write this post, but so it is.
newsletter.creativeventures.vc/p/were-all-s...
How does AI play into helping law firms be more efficient? Can they even do so with all of the high-profile failures in it? I spoke with Devansh from AI Made Simple and IQIDIS on this exact topic.
weightythoughts.com/p/how-will-a...
I also did want to get this out before whatever crazy up-and-downs happen from tariffs (and will-they, won't-they, last minute rumors, weird deals...)
02.02.2025 17:13 — 👍 0 🔁 0 💬 0 📌 0
Market action from DeepSeek doesn't make much sense, but US equity markets are still overpriced relative to history
weightythoughts.com/p/does-deeps...
Has DeepSeek changed everything? No, the fundamentals still are the same, and the winners and losers don’t look different to me still—and it isn’t DeepSeek or OpenAI
weightythoughts.com/p/whos-winni...
Curious about how AI will be used in hedge funds and high finance? My wide-ranging conversation with @acampbell.bsky.social, former head of commodities at Bridgewater and founder of Rose AI goes into it!
weightythoughts.com/p/ai-in-hedg...
AI benchmarks are basically horse race polls
23.01.2025 17:49 — 👍 1 🔁 0 💬 0 📌 0
Great interview with Jeffrey on the Deep Wealth Podcast about AI, the future, and what business owners should pay attention to in thinking about the future (vs. the hype)
podcast.deepwealth.com/venture-capi...
AI reasoning—what is it exactly and why does it matter? There's already been a lot of technical coverage, but less "so what?" I explain that a bit more here:
weightythoughts.com/p/ai-reasoni...
Should I actually do a post on the new Biden EO? Not to be flippant, but what’s the point?
It’s an EO from an outgoing admin asking for mandates that might or might not withstand judicial scrutiny… assuming it isn’t just reversed instantly in the new admin
This seems pretty fun and one of the reasons I keep computers with fairly beefy GPUs to run things these days.
You know, I used to use these kinds of setups to play games once-upon-lifetime-ago.
reddit.com/r/LocalLLaMA…
Did 2024 AI news feel overwhelming? I have a guest post in @aisupremacy.bsky.social this morning going through the most important topics of the year. Definitely check it out!
www.ai-supremacy.com/p/what-matt...
Genuine question, how did AC suddenly come into this (since your other points are about Oakland, the city)?
04.01.2025 23:27 — 👍 3 🔁 0 💬 0 📌 0
What does AI look like in areas like electronics engineering? As it turns out, it looks like going from 6 weeks to 600 seconds—but that doesn’t mean that humans are less necessary.
My interview with the cofounder/ceo of CircuitMind, here!
weightythoughts.com/p/from-6-we...
If people don’t read what you write, isn’t it a judgment on you? After all, people read for your unique voice, editorial judgment, and trust in what you say.
Some holiday musings on the nature of originality, insecurities, and community in writing
weightythoughts.com/p/writing-or...
Not sure if this is sarcasm—this is totally understandable using an analogy of bitcoin (and others drafting off of it) as "digital gold," right?
22.12.2024 22:21 — 👍 0 🔁 0 💬 0 📌 0I was about to say, "A lot of books do have similar titles, and there were even similarly titled books to yours previously..."
But yeah... these aren't that. Those are incredibly shameless and bold.
Does anyone else feel that this is a not-so-quiet holiday season?
22.12.2024 22:13 — 👍 0 🔁 0 💬 0 📌 0
