marvin's notes

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July 2025

The Dividends of the AI Arms Race
The battle for superintelligence is forging a new utility layer for the global economy.
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AI's Great Filter
The enduring advantage is being forged in the unassailable moats of capital, talent density, and control over distribution.
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OpenAI on achieving IMO Gold with an LLM
Researchers believe AI is now close to being able to contribute to original mathematical research and scientific discovery.
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Calvin French-Owen, former OpenAI technical staff, shares his post-departure reflections
There is a significant engineering talent pipeline from Meta, and the infrastructure feels reminiscent of early Meta.
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John Luttig on hypercapitalism and the AI talent wars
Hypercapitalism is rewriting Silicon Valley's employment contracts, investment norms, and trust culture.
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Ramp & Figma on How to Build World-Class Products
"Feature Factory" isn't always bad; sometimes you must simply build what the customer needs with agility.
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June 2025

Meta CFO Susan Li is a force of nature
Thanks for reading single-entry!
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The Medici Production Function
No accountancy, no culture.
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[Saturday] A few things that I’ve recently found to be great
Sarah Guo and Elad Gil on AI market consolidation, mergers, biotech opportunities, world models
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[Thursday] A few things that I’ve recently found to be great
Ametora: How Japan Saved American Style by W. David Marx
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[Wednesday] A few things that I’ve recently found to be great
Physicality: the new age of UI by Sebastiaan De With
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