Marc Wilson
@marcwilson1000.bsky.social
Managing Partner at Global Advisors - Quantified Strategy
Based in Johannesburg, South Africa
I keep koi and enjoy golf and running. I love photography, sports, arts and music
https://marcwilson.me
Based in Johannesburg, South Africa
I keep koi and enjoy golf and running. I love photography, sports, arts and music
https://marcwilson.me
“We need something like 10 terawatts in the next 20 years to make #LLM systems truly useful to everyone... Nvidia would need to 100× output... You basically need to fill Nevada with solar panels to provide 10 terawatts of #power...” - Trevor #McCourt - #Extropic - https://wp.me/paWI18-dg3n
#quote
#quote
November 11, 2025 at 12:36 PM
“You have to be very #gentle around people. If you're in a #leadership position, people hear your words amplified. You have to be very careful what you say and how you say it. You always have to #listen to what other people...” - Stephen #Schwarzman - #Blackstone
https://wp.me/paWI18-dg2q
#quote
https://wp.me/paWI18-dg2q
#quote
November 10, 2025 at 5:10 AM
“You have to be very #gentle around people. If you're in a #leadership position, people hear your words amplified. You have to be very careful what you say and how you say it. You always have to #listen to what other people...” - Stephen #Schwarzman - #Blackstone
https://wp.me/paWI18-dg2q
#quote
https://wp.me/paWI18-dg2q
#quote
“I always felt that somebody was only capable of one super effort to create something that can really be #consequential. There are so many impediments to being #successful. If you're on the field, you're there to #win ..” - Stephen #Schwarzman - #Blackstone Founder - https://wp.me/paWI18-dg2n
#quote
#quote
November 7, 2025 at 5:10 AM
“I always felt that somebody was only capable of one super effort to create something that can really be #consequential. There are so many impediments to being #successful. If you're on the field, you're there to #win ..” - Stephen #Schwarzman - #Blackstone Founder - https://wp.me/paWI18-dg2n
#quote
#quote
“If you upgrade that assistant to see video at 1 FPS - think #Meta’s glasses... you'd need to roughly 10× the #grid to accommodate that for everyone....” - Trevor #McCourt - #Extropic CTO
The quote underscores a crucial bottleneck in #ArtificialIntelligence .. - https://wp.me/paWI18-dg2g
#quote
The quote underscores a crucial bottleneck in #ArtificialIntelligence .. - https://wp.me/paWI18-dg2g
#quote
November 6, 2025 at 5:10 AM
“If you upgrade that assistant to see video at 1 FPS - think #Meta’s glasses... you'd need to roughly 10× the #grid to accommodate that for everyone....” - Trevor #McCourt - #Extropic CTO
The quote underscores a crucial bottleneck in #ArtificialIntelligence .. - https://wp.me/paWI18-dg2g
#quote
The quote underscores a crucial bottleneck in #ArtificialIntelligence .. - https://wp.me/paWI18-dg2g
#quote
“The idea that chips and ontology is what you want to #short is batsh*t crazy.” - #AlexKarp - #Palantir CEO
In response to famed investor #MichaelBurry’s high-profile short positions against both Palantir and Nvidia... - https://wp.me/paWI18-dg2j
#quote
In response to famed investor #MichaelBurry’s high-profile short positions against both Palantir and Nvidia... - https://wp.me/paWI18-dg2j
#quote
November 5, 2025 at 8:01 AM
“The idea that chips and ontology is what you want to #short is batsh*t crazy.” - #AlexKarp - #Palantir CEO
In response to famed investor #MichaelBurry’s high-profile short positions against both Palantir and Nvidia... - https://wp.me/paWI18-dg2j
#quote
In response to famed investor #MichaelBurry’s high-profile short positions against both Palantir and Nvidia... - https://wp.me/paWI18-dg2j
#quote
“We have very smart people, and we can put these [ #AI ] tools in their hands to make them more productive... By using AI to reimagine processes, we can create operating efficiencies that give us a scaled opportunity to reinv...” - #DavidSolomon - #GoldmanSachs CEO - https://wp.me/paWI18-dg2d
#quote
#quote
November 5, 2025 at 6:48 AM
“We have very smart people, and we can put these [ #AI ] tools in their hands to make them more productive... By using AI to reimagine processes, we can create operating efficiencies that give us a scaled opportunity to reinv...” - #DavidSolomon - #GoldmanSachs CEO - https://wp.me/paWI18-dg2d
#quote
#quote
“At #scale, nothing is a #commodity. We have to have our cost structure, supply-chain efficiency, and software efficiencies continue to compound to ensure margins. Scale - and one of the things I love about the #OpenAI partnersh...” - #SatyaNadella - #Microsoft CEO - https://wp.me/paWI18-dg1k
#quote
#quote
November 3, 2025 at 9:56 AM
“At #scale, nothing is a #commodity. We have to have our cost structure, supply-chain efficiency, and software efficiencies continue to compound to ensure margins. Scale - and one of the things I love about the #OpenAI partnersh...” - #SatyaNadella - #Microsoft CEO - https://wp.me/paWI18-dg1k
#quote
#quote
“Generally speaking people hate #change. It’s human nature. But change is super important. It’s inevitable. In fact, on my desk in my office I have a little plaque that says 'Change or die.' ...” - #DavidSolomon - #GoldmanSachs CEO
Solomon’s #leadership at... - https://wp.me/paWI18-dg1b
#quote
Solomon’s #leadership at... - https://wp.me/paWI18-dg1b
#quote
October 31, 2025 at 7:03 AM
“Generally speaking people hate #change. It’s human nature. But change is super important. It’s inevitable. In fact, on my desk in my office I have a little plaque that says 'Change or die.' ...” - #DavidSolomon - #GoldmanSachs CEO
Solomon’s #leadership at... - https://wp.me/paWI18-dg1b
#quote
Solomon’s #leadership at... - https://wp.me/paWI18-dg1b
#quote
“People have said we’re hitting a #plateau every month for three years... I look at how #models are produced and every part could be improved...” - #SholtoDouglas - #Anthropic - https://wp.me/paWI18-dg0W
#AI #scaling #bubble #quote
#AI #scaling #bubble #quote
October 29, 2025 at 6:00 AM
“People have said we’re hitting a #plateau every month for three years... I look at how #models are produced and every part could be improved...” - #SholtoDouglas - #Anthropic - https://wp.me/paWI18-dg0W
#AI #scaling #bubble #quote
#AI #scaling #bubble #quote
“The talk about #AI #bubbles seemed very divorced from what was happening in frontier labs and what we were seeing. We are not seeing any slowdown of progress.” - Julian #Schrittwieser - #Anthropic - https://wp.me/paWI18-dg0R
#quote
#quote
October 28, 2025 at 6:00 AM
“The talk about #AI #bubbles seemed very divorced from what was happening in frontier labs and what we were seeing. We are not seeing any slowdown of progress.” - Julian #Schrittwieser - #Anthropic - https://wp.me/paWI18-dg0R
#quote
#quote
“ #AI is so wonderful because there have been a number of seismic shifts where the entire field has suddenly looked a different way. I've maybe lived through two or three of those. I still think there will contin...” - Andrej #Karpathy - Ex- #OpenAI , Ex- #Tesla AI - https://wp.me/paWI18-dg0O
#quote
#quote
October 27, 2025 at 6:20 AM
“The countries that control #compute will control #AI. You cannot have compute without #energy.” - #JonathanRoss - CEO #Groq
As founder and CEO of Groq, challenging #Nvidia's... - https://wp.me/paWI18-dg0E
#quote
As founder and CEO of Groq, challenging #Nvidia's... - https://wp.me/paWI18-dg0E
#quote
October 24, 2025 at 7:08 AM
“The countries that control #compute will control #AI. You cannot have compute without #energy.” - #JonathanRoss - CEO #Groq
As founder and CEO of Groq, challenging #Nvidia's... - https://wp.me/paWI18-dg0E
#quote
As founder and CEO of Groq, challenging #Nvidia's... - https://wp.me/paWI18-dg0E
#quote
“Be the person your dog thinks you are!” - #JWStephens - Author
The #quote represents a profound #philosophical challenge wrapped in disarming simplicity. It invites us to examine the gap between our idealise... #authenticity #aspiration #psychology #PersonalDevelopment - https://wp.me/paWI18-dg0s
The #quote represents a profound #philosophical challenge wrapped in disarming simplicity. It invites us to examine the gap between our idealise... #authenticity #aspiration #psychology #PersonalDevelopment - https://wp.me/paWI18-dg0s
October 23, 2025 at 6:24 AM
“Be the person your dog thinks you are!” - #JWStephens - Author
The #quote represents a profound #philosophical challenge wrapped in disarming simplicity. It invites us to examine the gap between our idealise... #authenticity #aspiration #psychology #PersonalDevelopment - https://wp.me/paWI18-dg0s
The #quote represents a profound #philosophical challenge wrapped in disarming simplicity. It invites us to examine the gap between our idealise... #authenticity #aspiration #psychology #PersonalDevelopment - https://wp.me/paWI18-dg0s
“Oftentimes, if you reason about things from first principles, what's working today incredibly well — if you could reason about it from first principles and ask yourself on what foundation that first principle is built...” - #JensenHuang - CEO #Nvidia
More - https://wp.me/paWI18-dg0o
More - https://wp.me/paWI18-dg0o
October 22, 2025 at 8:54 AM
“Oftentimes, if you reason about things from first principles, what's working today incredibly well — if you could reason about it from first principles and ask yourself on what foundation that first principle is built...” - #JensenHuang - CEO #Nvidia
More - https://wp.me/paWI18-dg0o
More - https://wp.me/paWI18-dg0o
“What I think we have to do going forward...is figure out ways to remove some of the knowledge and to keep what I call this cognitive core. It's this intelligent entity that is stripped from knowledge but con...” - Andrej #Karpathy - Ex-OpenAI, Ex-Tesla #AI
More - https://wp.me/paWI18-dg0h
#quote
More - https://wp.me/paWI18-dg0h
#quote
October 21, 2025 at 8:58 AM
“What I think we have to do going forward...is figure out ways to remove some of the knowledge and to keep what I call this cognitive core. It's this intelligent entity that is stripped from knowledge but con...” - Andrej #Karpathy - Ex-OpenAI, Ex-Tesla #AI
More - https://wp.me/paWI18-dg0h
#quote
More - https://wp.me/paWI18-dg0h
#quote
“I feel like the [ #AI ] problems are tractable, they're surmountable, but they're still difficult. If I just average it out, it just feels like a decade [ to #AGI ] to me.” - Andrej #Karpathy - Ex-OpenAI, Ex-Tesla AI
More - https://wp.me/paWI18-dg0c
#Quote
More - https://wp.me/paWI18-dg0c
#Quote
October 20, 2025 at 8:00 PM
“I feel like the [ #AI ] problems are tractable, they're surmountable, but they're still difficult. If I just average it out, it just feels like a decade [ to #AGI ] to me.” - Andrej #Karpathy - Ex-OpenAI, Ex-Tesla AI
More - https://wp.me/paWI18-dg0c
#Quote
More - https://wp.me/paWI18-dg0c
#Quote
“I don’t think venture is an 'asset class' in the sense many LPs think... You need dozens of Figma-sized outcomes every year to make that math w... Venture is return-free risk, not a risk-free return.” - #RoelofBotha - Senior Steward, #Sequoia
More - https://wp.me/paWI18-dfZV
#quote #VentureCapital
More - https://wp.me/paWI18-dfZV
#quote #VentureCapital
October 17, 2025 at 3:13 PM
“I don’t think venture is an 'asset class' in the sense many LPs think... You need dozens of Figma-sized outcomes every year to make that math w... Venture is return-free risk, not a risk-free return.” - #RoelofBotha - Senior Steward, #Sequoia
More - https://wp.me/paWI18-dfZV
#quote #VentureCapital
More - https://wp.me/paWI18-dfZV
#quote #VentureCapital
“If the firm grows and you expand and you can invest in other areas for growth, we’ll wind up with more #jobs ... we have at every step along the journey for the last forty years as technology has...” - #DavidSolomon - #GoldmanSachs CEO
More - https://wp.me/paWI18-dfZN
#quote #AI
More - https://wp.me/paWI18-dfZN
#quote #AI
October 16, 2025 at 12:25 PM
“If the firm grows and you expand and you can invest in other areas for growth, we’ll wind up with more #jobs ... we have at every step along the journey for the last forty years as technology has...” - #DavidSolomon - #GoldmanSachs CEO
More - https://wp.me/paWI18-dfZN
#quote #AI
More - https://wp.me/paWI18-dfZN
#quote #AI
“Markets run in cycles, and whenever we've historically had a significant acceleration in a new #technology that creates a lot of capital formation and therefore lots of interesting new companies around it, you gene....” - #DavidSolomon - #GoldmanSachs CEO
More - https://wp.me/paWI18-dfZG
#quote #AI
More - https://wp.me/paWI18-dfZG
#quote #AI
October 15, 2025 at 2:11 PM
“Markets run in cycles, and whenever we've historically had a significant acceleration in a new #technology that creates a lot of capital formation and therefore lots of interesting new companies around it, you gene....” - #DavidSolomon - #GoldmanSachs CEO
More - https://wp.me/paWI18-dfZG
#quote #AI
More - https://wp.me/paWI18-dfZG
#quote #AI
“ #AI really allows smart, talented, driven, sophisticated people to be more productive - to touch more people, have better information at their disposal, better analysis.” - #DavidSolomon - #GoldmanSachs CEO
Solomon’s remarks on AI...
More - https://wp.me/paWI18-dfZy
#Quote
Solomon’s remarks on AI...
More - https://wp.me/paWI18-dfZy
#Quote
October 14, 2025 at 9:00 AM
“ #AI really allows smart, talented, driven, sophisticated people to be more productive - to touch more people, have better information at their disposal, better analysis.” - #DavidSolomon - #GoldmanSachs CEO
Solomon’s remarks on AI...
More - https://wp.me/paWI18-dfZy
#Quote
Solomon’s remarks on AI...
More - https://wp.me/paWI18-dfZy
#Quote
“Take the Internet #bubble. Remember that blew up and I can name 100 companies that were worth $50 billion and disappeared…. So there will be some real big co..” – #JamieDimon, CEO JP Morgan
Dimon’s observation about artificial intelligence #investment ...
More - https://wp.me/paWI18-dfZq
#quote #AI
Dimon’s observation about artificial intelligence #investment ...
More - https://wp.me/paWI18-dfZq
#quote #AI
October 13, 2025 at 9:20 AM
“Take the Internet #bubble. Remember that blew up and I can name 100 companies that were worth $50 billion and disappeared…. So there will be some real big co..” – #JamieDimon, CEO JP Morgan
Dimon’s observation about artificial intelligence #investment ...
More - https://wp.me/paWI18-dfZq
#quote #AI
Dimon’s observation about artificial intelligence #investment ...
More - https://wp.me/paWI18-dfZq
#quote #AI
“People shouldn’t put their head in the sand. [ #AI ] is going to affect #jobs. Think of every application, every service you do; you’ll be using .. AI... you’re better off being way ahead of the curve.” - #JamieDimon, CEO #JPMorgan Chase
More - https://wp.me/paWI18-dfYM
#quote
More - https://wp.me/paWI18-dfYM
#quote
October 10, 2025 at 6:00 AM
“People shouldn’t put their head in the sand. [ #AI ] is going to affect #jobs. Think of every application, every service you do; you’ll be using .. AI... you’re better off being way ahead of the curve.” - #JamieDimon, CEO #JPMorgan Chase
More - https://wp.me/paWI18-dfYM
#quote
More - https://wp.me/paWI18-dfYM
#quote
“We have about $2 billion of [ #AI ] benefit. Some we can detail...we reduced headcount, we saved time and money. But there is some you can’t; it’s just improved service and it’s almost worthless to ask what’s the NPV. But we know ab... ” - #JamieDimon, CEO #JPMorgan
https://wp.me/paWI18-dfYz
#quote
https://wp.me/paWI18-dfYz
#quote
October 9, 2025 at 6:00 AM
“We have about $2 billion of [ #AI ] benefit. Some we can detail...we reduced headcount, we saved time and money. But there is some you can’t; it’s just improved service and it’s almost worthless to ask what’s the NPV. But we know ab... ” - #JamieDimon, CEO #JPMorgan
https://wp.me/paWI18-dfYz
#quote
https://wp.me/paWI18-dfYz
#quote
“Gen #AI is kind of new, but not all of it. We have 2 000 people doing it. We spend $2 billion a year on it. It affects everything: risk, fraud, marketing, idea generation, customer service. And it’s the tip of the iceberg.” - #JamieDimon - #JPMorganChase
This... - https://wp.me/paWI18-dfYD
#quote
This... - https://wp.me/paWI18-dfYD
#quote
October 8, 2025 at 8:25 AM
“Gen #AI is kind of new, but not all of it. We have 2 000 people doing it. We spend $2 billion a year on it. It affects everything: risk, fraud, marketing, idea generation, customer service. And it’s the tip of the iceberg.” - #JamieDimon - #JPMorganChase
This... - https://wp.me/paWI18-dfYD
#quote
This... - https://wp.me/paWI18-dfYD
#quote