Dan Von Kohorn

Dan Von Kohorn

@danvk.com

Decades in finance and software development. - http://danvk.com - Forest restoration project: http://OrangeWoods.US - VC @ http://Broom.Ventures

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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.

I'm super impressed with Google's AI ecosystem, but this is Gemini's brutal assessment of Google Antigravity:

Humanoid robots are hyped in the media. But I'm more excited for robots that are perfectly designed for specialized tasks. They will almost always be more efficient than our generalist human form. Why build our replacement instead of good partners?

Kimi K3 is said to be a distilled version of Anthropic Fable. Why isn't Anthropic the one releasing distilled versions? Why aren't they using those for inference most of the time? Compression and routing prompts to the right model - that's the key.

"Prioritize accuracy over agreement. Critically evaluate claims, assumptions, and conclusions rather than affirming them. If something seems incorrect, incomplete, or weakly supported, explain why. Identify hidden assumptions and note uncertainty when evidence is limited. "

Someday when we understand and program cellular regeneration and genetics, people will be be able to have healthy bodies and live much better. That's a beautiful technical challenge.

Persistent Neural Cloud architecture: Agent swarm where the population persists and evolves with a fitness function. This population has individual parallel processing and memory, and shares context vector or window with collaborative updates to the shared context.

❤️ The most beautiful art is created at the research frontier. This new AI foundation model (JETS) detects high blood pressure (87% accuracy), atrial flutter (70%), and more. Save hundreds of millions of lives, please. ❤️ 9to5mac.com/2025/12/09/r...

9to5mac.comResearchers trained a health AI with 3M days of Apple Watch data - 9to5MacA new study used 3M person-days of Apple Watch data to develop a foundation model that predicts medical conditions with impressive accuracy.

How will humans adapt to AI? If intelligence and labor become commodities, what will be the new human value system? What will humans learn when they will never be as smart as their phone? What will humans do in an age of abundance?

Humans seem to be so divided in how they use AI. For some, it is like a learning and productivity companion leading to huge economic gains. For others it replaces thinking and learning, causing a downward spiral of ignorance and dependence. Is this a new skill required for human thriving?

The difference between what is possible in a lab and what is deployed by industry seems to be widening. Industry is slow to adopt AI, careful and conservative, and the timelines generally end up being longer than what the smartest people expect.

What are the fundamental sources of value in a world of ASI and robots of all types? I think primary/proprietary data and network effects will still lead to defensible margins. What else?

Today China has huge advantages in manufacturing. Will it will dominate the embodied AI trend? Will it manufacture and iterate on robots with a sustainable advantage? Or will manufacturing evolve so only supply chains, power, and physical space will matter?

Dan Von Kohorn reposted

"the researchers had a woman who visibly appeared pregnant enter a busy train, and observed how often people offered to give up their seats. They then repeated this scenario with...a man dressed as Batman entered from another" door futurism.com/health-medic...

futurism.comScientists Discover That People Act Way Better When Batman Is PresentIt turns out that the mere presence of a guy dressed as Batman is enough to turn dead inside commuters into momentary altruists.

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.

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...

visualcapitalist.comCharted: The Rising Share of U.S. Data Center Power DemandAs advanced AI adoption surges, U.S. data center demand is projected to reach nearly 12% of the nation’s power.

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