Josh Wolfe Profile picture
May 2, 2022 15 tweets 5 min read Read on X
1/ FASCINATING new theory on DREAMING from observing a deep neural net

but 1st––some of the most cutting-edge + interesting research on how 🧠🧠 work –– are inspired by observation of modern 💻💻 + algorithms

every era there's a theory of brains running parallel to era's tech
2/ Go back to Descartes who thought the 🧠 worked like hydraulic pumps ⛽️––the available new tech or his era
3/ Freud looked to the tech of his time to describe the mechanics of the brain––the steam engine
4/ More recent analogies have been to the brain as a computer––which notably inspired lots of AI research, specifically the early work on neural nets which lost and regained favor over the decades
5/ Then we have had the analogy of the brain as an internet––with islands of functional groups interconnected
6/ All models are wrong––some of them are useful.

Insights from trying to understand our internal human SENSES, PERCEPTION, SPEECH, VISION, HEARING, MEMORY have all led to embodied technologies

which in turn lead to new theories...
7/ We already know we SEE what we BELIEVE

Illusions are excellent at humbling us.
Even if we know they are illusions.
8/ (almost there...stick with me;)
Now our study + design of neural nets is leading to a 'consilience of inductions'––

many different researchers convening on common explanations that point to same conclusion
9/ Like "memory––prediction" framework and the computational layer between them

that ingests reality, makes models + predictions of patterns it later expects to see, then updates models based on 'reality' (just as robots/machine vision do)
10/ now –– Erik Hoel has a COOL hypothesis

what if the REASON we DREAM––was similar to
the REASON programmers add noise to deep neural nets

to prevent narrow training from experience
+ generalize, allowing for anticipation of weird new stuff––and be evolutionarily adaptive...
11/ Hoel calls it the Overfitting Brain Hypothesis

the problem of OVERFITTING in machine learning is best visualized by this
12/ The way researchers solve the "overfitting" problem for Deep Neural Nets––is by introducing "noise injections" in the form of corrupt inputs

Why? So the algorithms don't treat everything so narrowly SPECIFIC and precise––but instead can better GENERALIZE
13/ Now IF our brain processes + stores information from stimulus it receives all day long––and learns from experiences in a narrow way––THEN it too can "overfit" a model

& be less fit to encounter wider variations from it
(like the real world)...

So the PROVOCATIVE theory...
14/...Is that the evolutionary PURPOSE of DREAMING is to purposely corrupt data (memory or predictions) by inject noise into the system

And prevent learning from just rote routine memorization

Basically––
natural hallucination improves generalization
🤯
15/ Link to full paper PDF here––a quick and VERY provocative read from @erikphoel cell.com/action/showPdf…

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More from @wolfejosh

May 19
1/ Three big Lux things tonight

-@anduriltech founder Palmer Luckey on @60Minutes
“The Future of Warfare”

-@eGenesisBio on @CNN with Sanjay Gupta
“Animal Pharm”

-new Lux Q1 2025 Quarterly LetterImage
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2/
This is one of my favorite letters we’ve ever written

The theme is PARTNERSHIPS

-between man and machine
-between present and future selves, decision, companies
-between us and our founders of Lux companies
-between Lux partners ourselvesImage
3/ word processor > spellcheck >grammar‑check > LLM “style‑check” if paragraph was birthed by human mind or statistical echo. We detect plagiarism but also something subtler—call it prompterism, prose coaxed from silicon’s
latent space rather than summoned from lived experience.Image
Read 9 tweets
May 9
BIG NEWS from Lux🚨…

American scientists––and those we attract to America🇺🇸––are what have helped make America not just great but absolutely + relatively EXCEPTIONAL.

We CANNOT cede scientific supremacy to China.
We don’t need talk, we need action…
2/ The 🇨🇳CCP “2035 Science & Technology Vision” states unapologetically “original innovation is the sharpest blade.” coupling that declaration w/ vast subsidies, talent visas + procurement guarantees which have helped them take lead in 37 of 44 critical and emerging technologies!
3/ Upending American science seemed an impossible order.

Regularly copied and always envied, but never rivaled.

Constructed by visionaries like Vannevar Bush in the ashes of WWII + propelled by brilliant legislation like Bayh-Dole Act––we did the impossible: an open scientific enterprise that could simultaneously probe into the furthest frontiers while translating the most original insights uncovered into the most prosperous companies in the world.
Read 16 tweets
Apr 22
1/ My take on Trump in exchange with one of my smartest market friends.

Bizarrely I’m more sanguine.

Either it’s the greatest policy mistake and blunder of a rollout ever. OR it ends up with some grand bargain for those that want to ensure certainty and stability by doing long term deals or otherwise face massive undulating volatility in his flip-flopping, fickle whims.

I think overall across all domains (tech cos, universities, law firms, countries) they got very confident and then cocky ... I think it started with the Silicon Valley and Elon flip over… And then Zuck shifting his board and taking a knee… And he saw powerful person after powerful person pledging fealty out of fear. I think that further emboldened them the "we’re fucking here We are in total control. We have all the leverage. You do what we say or you're fucked" from big tech to Zelensky to law firms to Columbia + Harvard and then the rest of the world

And Whether it’s the market fighting back or law firms, fighting back or universities fighting back… He’s gotta double down and not show weakness or concede. He was wrong… It’s very tough game theory.

The other view… Is they try a few experiments mindful that it could create chaos… And going into midterms they stabilized with more predictability market so and they have total political control
2/ post election when all Trump bros were “golden age of America” with 80s topgun hulk hogan f-yeah amurica hype videos…

We bought deep out of the money puts

Because the consensus and stability were the consensus view and the scarce contrarian view was: insane volatility ahead
3/ those puts paid off (pa) and now nearly 100% consensus is lower growth or recession AND inflation….SO…. Image
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Read 6 tweets
Feb 13
1/ New Q4 Lux letter to LPs… Image
2/ Image
3/ AI will bring the death of APIs Image
Read 5 tweets
Jan 29
1/ an urgent wake-up call ⏰

A new bombshell report just dropped.

China’s playbook isn’t war in the open—it’s war in the seams.

They target the gaps between state & federal, public & private, markets & security.

America must 'armor up' 🧵...
2/ The CCP’s strategy?

Hollow out U.S. strength from within.

Critical infrastructure? Infiltrated.
Universities? Compromised.
State pension funds? Financing China’s military tech.
3/ While America focused on the War on Terror, China waged a war on us—a silent siege of intellectual property theft, capital capture, and digital espionage.

Now, the bill comes due.
Read 19 tweets
Dec 25, 2024
1/ QATAR -

If you were fly on wall in Qatar's strategy meetings you’d hear their not so secret strategy

i) keep up economic relations w/Iran (esp w shared gas reserves)

ii) support Islamist groups (esp Muslim Brotherhood) + use the masses as pawns for political leverage..
2/

iii) assert distinct identity in MidEast geopolitics as a ‘mediator’

iv) religious mafia style––foment fervent believers (funding Al Jazeera propoganda + mosques/ Imams to rule over other country populations) grow geopolitical power depsite tiny size (and no real military)
3/ The ties to Iran + Turkey in particular who leverage terrorism, religious extremism are the greatest threat to Mideast regional peace

especially with moderate + modernizing + peace + prosperity seeking UAE + Saudi (on cusp on Israel normalzied relations) and Sunni…
Read 10 tweets

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