When I wrote my Vertical Integrator series, every one of the signs of new Techno-Economic Paradigm was there, except one:

Crisis or Recession

It looks like we'll get to check that one off now.

This is bad for incumbents, great for great startups.

Chaos is a ladder. In ancient myths, the trickster brought chaos.

In the Ragnarök prophecy, “Fire will consume the heavens and the earth, and mortals and immortals alike will perish. The prophecy, however, does not end there. For the world is born again, refreshed, from this apocalypse.”

Caved and got o1 Pro.

I asked it my favorite question to ask these models, and it gave much more interesting answers than either o1 preview or Claude 3.5 Sonnet.

They're not quite as mind-bending as I'd want -- I've seen a version of all of them except #7 -- but still better: Biological complexity emerges from higher-dimensional substrates.

Introducing Boring News

A daily series where we take three top stories from @Polymarket, explain the odds with AI, and deliver it straight to you on X.

Why Boring? Because it's just the odds and the AI-informed context. No sensationalism. No bias.

Dec 3: Assad, Hegseth, Penny Not Boring's two newest team members @amanmatreja & @pasricha_sehaj built Boring News in just 3 weeks.

With @Polymarket @grok @perplexity_ai @ChatGPTapp @AnthropicAI & @elevenlabsio.

No humans --> less bias

The world is going to keep getting better because people are going to keep making it better.

Techno-Industrial Deep Dives: Overview: The Techno-Industrial Revolution

notboring.co/p/the-techno-i…

“Everybody wants an abundant future, but nobody wants to dig no heavy-ass rocks.”

Mining is a $2 trillion industry. It's eons older than prostitution & may be the last industry standing post-AGI. But new discoveries are anemic and VC doesn't touch it.

Enter @earthaiexplore 🪨 Earth AI is a vertically-integrated predictive explorer and driller for critical metals.

In the past 6 months, it's made 3 discoveries: Molybdenum, Palladium, and Lead/Silver. The whole industry spent $12 billion to make ~45 last year.

🗣️Start taking weird shit more seriously.

Like ZIRP Phenomena. What if they're not a one-time aberration, but a glimpse into an even wilder future?

notboring.co/p/the-appetizi… The fact is: fewer people need to work to keep everyone alive. 83% of Americans farmed in 1800. It's 1% now.

So we keep making up new, more abstract jobs.

Go Birds 🦅 twitter.com/i/web/status/1… Hooooly shit 🦇

Atomic AI fits Not Boring Capital's thesis perfectly.

Hard Startup: science ft. on the cover of Science
Value: clear path to billions in revenue
So What?: potential to save millions of lives
Bits & Atoms: AI x Structural Bio

Here's the story of Atomic AI & its $35M Series A: Meet @AtomicAICo.

Based on @raphaeljlt's research, which was featured on the cover of Science in 2021, @AtomicAICo is unlocking the potential of RNA-targeting and RNA-based medicine.

It's a beautiful mix of AI and structural biology, bits and atoms.

Good start. 🦅 Good stop. 🦅

Three random Saturday morning thoughts:

1. Kids & Free Time
2. Shilling
3. Predictions 1. It's impossible for people without kids to realize how much free time they have.

Getting a couple hours to work or workout on a weekend morning feels like a guilty pleasure now. Kids are the best, but I wish I had known how little time I had / wasted less of it before.

Introducing Not Boring Capital Fund III

A $30 million fund to back Hard Startups that can bend the world's trajectory upwards.

Fund III is an evolution of our strategy and a double-down on narrative.

And we're opening it up to readers.

notboring.co/p/announcing-n… What's new with Fund III:

- More concentrated: 30 core checks of $500k-$1M
- Earlier stage: Pre-Seed through Series A
- Hard Startups: See The Good Thing About Hard Things
- Liquid Super Team: @ElliotHershberg @rrana03_ @damccormick13

notboring.co/p/the-good-thi…

Could they feasibly have to just stay in that room and keep revoting for Speaker until the 2024 election? So many questions:

Are Brazilian authorities allowed to enter the House Chamber or is George Santos safe as long as this vote goes on?

Are they allowed to order food?

Is @CSPAN allowed to pay Congresspeople to compete in relay races / tug-of-wars / etc...?

"Perhaps, then, the future will see a world aristocracy supported by the only slaves that can humanely serve in such a post—sophisticated machines. And there will be an infinitely newer and broader liberal arts program, taught by the teaching machines, from which each person could choose.

I promise you will have a better day if you kick it off by reading about fusion ignition, renewable progress, carbon removal, biotech, weight loss drugs, & AI than by spending another 15 mins doomscrolling Elon takes.

+ a Q&A w @stripe's @nanransohoff

notboring.co/p/weekly-dose-… Stripe released videos on three carbon removal companies:

- @CharmIndustrial
- @MissionZeroTech
- Travertine

Zero-Knowledge Proofs will be woven into the fabric of the internet, eliminating a trade-off: your privacy for the right to operate online.

They're also key to scaling web3 and opening up real use cases.

Aleo makes ZKPs cheaper & more accessible.

notboring.co/p/aleo-can-you… I first got fascinated by ZKPs ~17 months ago when @jillrgunter & I wrote Zero Knowledge.

It's a good place to start for the curious.

notboring.co/p/zero-knowled…

ok this is wild actually building this in @Replit and holy shit

Lesson from the FTX debacle is: a narrative can distort perspectives on exactly the same information.

The fraud part was secret, but all of the stuff that people are pointing out as ridiculous now was publicly available. We interpreted it differently two weeks ago than today: Ex: company is run by super smart young people --> holy shit they let someone with a couple years of risk at Credit Suisse be the COO

https://twitter.com/anammostarac/status/1592346187553968129?s=20&t=GR4ZGDH3PKVnomb4Y6LRWw

Did Twitter kill bookmark folders? I've been a day one Blue subscriber, and paid my $8 🤔

Introducing: Anton Teaches Packy AI

A ~weekly YouTube series in which Chroma's Anton Troynikov explains a key AI research paper to me.

Asking dumb questions to smart people is the role I was born to play.

If you want a deeper AI understanding than "WOAH," this is for you. A couple of weeks ago, I joked (but, like, seriously) that I had no idea what I was looking at when I tried to read an AI research paper.

https://twitter.com/packyM/status/1583612108851142663?s=20&t=5zuDK7fprtpK86kWMobKKw

.@josephjconnor was built to build @WithOdyssey_.

- Started as a teacher
- Opened a charter school, got sued by Teacher's Union
- Law school
- AltSchool on microschools
- Law firm: argued edu Supreme Court Case
- Launched Schoolhouse
- Odyssey

open.spotify.com/episode/5MDRio… @WithOdyssey_ gives parents choice in their kids' education. It makes it easy to apply for state ESAs & microgrants, which parents can spend on their kids' education. Online courses, music classes, @Primer, private school - whatever is best for the kid.

withodyssey.com

If we want abundance, we need to deploy a lot of robots. (Don't worry: they won't steal our jobs.)

Formic is helping manufacturers do just that, delivering Robots by the Hour and building the world's largest robotic workforce.

Screenshot summary of today's Deep Dive: Read more about what @samanfarid and @goformic are building and why in today's Not Boring:

notboring.co/p/formic-autom…