Our biggest exit? Founders in their 40s/50s.

Geoffrey Hinton just made every AI critic accidentally describe their own brain. Hinton: “They shouldn’t be called hallucinations. They should be called confabulations.” One word. The entire debate unravels. The tech industry sees AI produce a confident wrong answer and calls it a defect. A bug to patch. They are measuring intelligence against the standard of a filing cabinet. And exposing that they understand neither. Hinton: “It’s not that there’s a file stored somewhere in your brain, like in a filing cabinet or in a computer memory.” Your brain does not store memories. It rebuilds them from nothing every time you remember. Fills gaps it never discloses. Fabricates details you would stake your life on. Then hands it all to you as truth. Hinton: “If I ask you to remember something that happened a few years ago, you’ll construct something that seems very plausible to you. And some of the details will be right and some will be wrong.” The wrong parts feel identical to the right ones. No internal warning. No distinction between what was remembered and what was invented on the spot. You have argued over memories that were partially fiction. Told stories about your own life that your brain manufactured in real time. With total conviction. And never once suspected. This is not a defect in human cognition. This IS cognition. The mechanism that fabricates is the same one that reasons, creates, and makes connections no one taught it to make. Not a separate system. Same architecture. Same process. You cannot remove the confabulation without killing the intelligence. They are the same thing. Hinton: “Psychologists have been studying confabulation in people since at least the 1930s.” A century of evidence. No one called the human brain broken. The moment a machine runs on the same principle, the world calls it defective. The people demanding AI that never gets a single detail wrong are not asking for intelligence. They’re asking for a search engine that sounds articulate. What we built is something else entirely. A system that thinks the way thinking actually works. Not retrieval. Construction. The imperfection is not the cost of intelligence. It is the signature.

if you’re also curious about robotics hardware and don’t know a lot (like me), i found the best place to start!! this website has an interactive breakdown of literally every component in a humanoid: skeleton, motors, batteries, reducers, sensors, all the way to cost breakdowns and sourcing you can click through real robots (like boston dynamics, apollo) and watch the spec sheets update live also just a joy to use humanityslastmachine.com

The age of the 40-year-old founder is back. Bryant Chou spent 12 years as CTO of Webflow, which now powers something like 1.5% of the entire internet. He's back in the current YC batch with Ploy, an AI marketing platform, and he describes himself as "a bit of a boomer, double the age of the YC founders." But over 13% of his batch is already using his product, within months of launch. There is a side of the argument which destroyed one of the main edges young founders have, which was being faster and cheaper at building.... speed is everyones game. If what's left is knowing what to build this is more likely to come from spending 15 years watching an industry up close, collecting the thousand small frustrations that tell you where the real problem is. Bryant can build an anti-slop website tool because he spent over a decade learning exactly why websites are slop. So I'm updating. I don't think it's young vs. old. I think AI rewards whoever has the most domain knowledge to point it at, and only sometimes is this younger founders who are thinking outside of the box...

Because it’s not about what the teacher can do, it’s what the student can do. Learning is energetically expensive and the brain doesn’t want to do it. All educational systems are methods to motivate, trick, or force brains into learning. (You can make AI systems to do this, but it’s still a couple steps away from just “AI is good at explaining things”)

The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion. These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack. We are releasing this research today in our first The State of the AI Economy report. intelligence.exponentialview…

Ex-Pepsi CEO Indira Nooyi on India and China: China is relatively homogenous. It's easier to spend time in China than India as a visitor. India is going to be impossible if you like clean, orderly living. The beauty of India is in its chaos. If you like chaos, you go back.

Whisper to your ring, and Wispr does the writing. @oasisdevices just launched a smart ring with a mic tuned for whispering, so you can dictate without talking out loud at your laptop. And because it's also a trackpad, you edit right from your finger. Today: voice on your Mac. Tomorrow: agentic voice everywhere. Congrats on the launch 🤝

One of the fastest ways to make people like you less is to humblebrag. If you’re proud of something, just say it. Fake humility is more annoying than honest confidence.