Real Alpha

Saved

Back founders whose pivot foot is technology, not a market
AI & I · Matt Hartman
Vibe coding his own app taught an investor why SaaS still sells
AI & I · Matt Hartman
How Hartman judges an earned insight in early founders
AI & I · Matt Hartman
Why distillation explains less of China's AI progress than assumed
a16z Podcast · Nathan Lambert
Frontier gains outside math and code come from buying data
a16z Podcast · Nathan Lambert
Scaling laws argue against a fast takeoff, but cyber risk is real
a16z Podcast · Nathan Lambert
Early reasoning models solved hard diagnostic cases doctors often miss
Sourcery · Nworah Ayogu
How Cadence's remote monitoring saves Medicare $2.5M a week
Sourcery · Nworah Ayogu
The US spent $40 trillion in a decade with no life expectancy gain
Sourcery · Nworah Ayogu
Why an AI takeover is much harder than the rogue-agent panic suggests
The Cognitive Revolution · Alan Chan
Pace AI progress with concrete pause triggers, not a growth cap
The Cognitive Revolution · Alan Chan
The UK AISI incident happened because monitoring was left on a to-do list
The Cognitive Revolution · Alan Chan
One researcher plus AI agents found a Chrome full-chain exploit in 6 days
TBPN · Anjney Midha, William Chu, Negin Oliver, Neal Stephenson, Ravi Gupta, John Hegeman, Jack Goldberg, Oege de Moor, Nick Talken, Jeff Holden, Eli Manning, Michael Waldron
How pooled compute lets startups and public users share GPU capacity
TBPN · Anjney Midha, William Chu, Negin Oliver, Neal Stephenson, Ravi Gupta, John Hegeman, Jack Goldberg, Oege de Moor, Nick Talken, Jeff Holden, Eli Manning, Michael Waldron
Why micro machines are an unserved manufacturing space
TBPN · Anjney Midha, William Chu, Negin Oliver, Neal Stephenson, Ravi Gupta, John Hegeman, Jack Goldberg, Oege de Moor, Nick Talken, Jeff Holden, Eli Manning, Michael Waldron
Multi-site rollouts, not pilots, prove a robot creates value
Latent Space · Jason Ma
Why predicting raw video beats VLAs, and where that bet could fail
Latent Space · Jason Ma
Robot data quality changes as the model improves
Latent Space · Jason Ma
Dropping human data let AlphaZero beat two years of work in hours
Training Data · David Silver, Lasse Espeholt
Simple rewards in complex worlds beat hand-crafted RL objectives
Training Data · David Silver, Lasse Espeholt
Chain-of-thought monitoring will fail as agents grow more capable
Training Data · David Silver, Lasse Espeholt