Dan Von Kohorn
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Dan Von Kohorn
@danvk.com
1.5K followers 4.6K following 270 posts
Institutional investor, software background - VC @ http://Broom.Ventures - Personal: http://danvk.com - Forest restoration project: http://OrangeWoods.US - Formerly JP Morgan, http://Chain.link, multiple startup founder & operator. AI/ML/NLP since 1996.
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For about 10 years, I have been buying cut forests in Massachusetts and working to plant and restore native trees. 🌲 They slowly grow into a canopy and mitigate the invasive species. Animals return. All together, I estimate we're sinking about 1000 tones of CO2 per year now.
Will Coinbase be the leader here? Or big banks? Brokerage firms?
How long until everyone can easily trade coins linked to other currencies, gold, and stocks?
Stablecoins are an amazing invention, enabling savings and transactions that work with software. This technology also drives more global demand for US dollars.
In software and AI, there is a lot of talk of "digital twins".

These are simulations that allow AIs to learn before acting in real life. Think of the software digital twin as an imagination. It's a world where AI can learn and consider lots of alternate possibilities.
This is a very cool architecture. Kudos to the author: @alexiajm.bsky.social, Senior AI researcher at the Samsung SAIT AI Lab Montréal.

arxiv.org/abs/2510.04871
Wow! New tiny AI model small enough to run on just about any hardware, smart enough to solve sudoku and beat the SOTA models at ARC-AGI benchmarks.

github.com/SamsungSAILM...
Energy independence means that they can't use that against us in wartime. We are resilient to siege tactics in energy markets.

Also, we avoid paying them for oil, which is good if oil money funds the aggressor's army.
Energy independence is strength. 🦾
Yep. So many wires. :)
Imagine if you could simulate the entire U.S. labor market - all 151 million workers with their 32,000+ skills - and watch in real-time as AI agents reshape our economy. How would the ripple effects spread across industries? What new opportunities would emerge?

iceberg.mit.edu/blog.html
There is not enough electricity production in the US. But the solution is not to shut down data centers; instead, charge progressive rates: cheap for households with small demand, and more if you consume a lot. Solve the problem with better incentives.

www.visualcapitalist.com/sp/gx03-char...
Charted: The Rising Share of U.S. Data Center Power Demand
As advanced AI adoption surges, U.S. data center demand is projected to reach nearly 12% of the nation’s power.
www.visualcapitalist.com
I do wonder if the Fed will prioritize inflation or the economy. Both look wobbly. This is why stagflation is so hard to fight.
We all believe in hallucinations, and none of us knows for certain which beliefs are wrong. We do our best to learn and approach the complete truth over our lifetimes. AI sometimes hallucinates, too, and it's hard to know when you can trust it.
Of all the AI coding assistants, Google's Firebase Studio is the weirdest.

It apologizes way too much, tells me that I should be frustrated, then becomes super overconfident and does a bad job of fixing bugs.

@firebase.com
Maybe don't listen to the invader when it comes to the legitimacy of the invaded. Russia just lies all the time.
I like to see systems designed around empathy.
What happens to the giant fabless chip design companies when AI can design ASICs for every application, and they are better than any human design? That's a lot of market cap.

www.zmescience.com/science/ai-d...
This is cool. It seems to be a phenomenon that is true across different scales and domains, from biology to computer science. Math is awesome. ♾️
Being able to control shielding for electromagnetic interference seems like a very valuable technology, and this seems to offer insights and a path that works.
I don't disagree. Just about every nation needs to follow this advice, spend less and work more. Deficits vs growth are a problem just about everywhere.