10 people who look different but think alike are NOT diverse. The real value of diversity is that diverse backgrounds + life experiences most typically lead to diverse thinking.
2/ A predictably necessary warning: Please do not lazily distort or misrepresent my words nor project preconceived bias
Diversity trumps ability + the basis for that diversity is people thinking differently + they think differently often because of their experience/identity—
3/ Two papers that empirically and scientifically support this (and say nothing giving any Boards or companies any kind of out for avoiding diversity)
Diversity trumps ability + the basis for that diversity is people thinking differently + they think differently often because of their experience + experience affects & is affected by identity
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1/ On Feb 21 I told my boss aka my wife @LTwolfe that I had my third conviction call not yet appreciated + to buy a basket
*In 2016 it was NVDA, pitched publicly at Invest For Kids in Chicago (80x+) when Lux portfolio company Zoox was using NVDA chips and I predicted the narrative would change from gaming consoles PS4/Xbox to simulation and AI…
3/ In the fall is 2024 I pitched SK Hynix, Micron, Samsung and we bought in our pa
Mostly because I had read a technical paper about LLMs and inference on device with local flash (again changing narrative from commodity memory players to coveted attach rates on HBM AND edge)
1/ New paper from @ylecun et al on alternative approach for AI to learn more biologically...
paper basically says AI is super smart but still can't learn like a toddler can...
the main critique
the main critique...
is that top models today dont learn once deployed.
and curating data + training pipelines + filtering out noise is all done by humans in loop instead of being an intrinsic skill of the AIs...
here's Claude explaining the paper simply
3/ not quite Kahneman style but they call it System A +B
System A = learning from observation
this is self-supervised learning like predicting next word or video frame. good at making representations but passive and struggles to understand cause + effect...