Add to your lists

Recommended Content

Picture of All-In Podcast

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

Jan. 11, 2025, 2:08 a.m.

No Paywall
Picture of Tech Investment Ideas

ASML's Strategy to Extend Moore's Law

Jan. 7, 2025, 9:50 a.m.

No Paywall
Picture of Platformer

OpenAI says it knows how to make superintelligence now

Jan. 7, 2025, 1:32 a.m.

Some Paywall
Picture of Tanay’s Newsletter

Comparing the Financials of Databricks and Snowflake

Dec. 30, 2024, 11:35 p.m.

No Paywall
Picture of The Entertainment Strategy Guy

The Future of TV or Just Another Netflix Hit?

Dec. 19, 2024, 12:10 a.m.

No Paywall
FinBrowser logo

How would you rate this source in terms of content quality?
Source Picture

01Core

Picture of 01Core

Tags

Thought-Provoking

Similiar Sources

Picture of Big Technology
Big Technology
Tech - Analysis 9.8
Picture of Brief Thoughts
Brief Thoughts
Tech - Analysis 9.3
Picture of Margins by Ranjan Roy and Can Duruk
Margins by Ranjan Roy and Can Duruk
Tech - Analysis 9.7
Picture of MT Capital Research
MT Capital Research
Tech - Analysis 9.3
Picture of PATENT DROP
PATENT DROP
Tech - Analysis 9.3
Picture of Platform Aeronaut
Platform Aeronaut
Tech - Analysis 9.0
Picture of Platformer
Platformer
Tech - Analysis 9.0
Picture of Stratechery - Blog
Stratechery - Blog
Tech - Analysis 9.9
Picture of Tanay’s Newsletter
Tanay’s Newsletter
Tech - Analysis 9.8
Picture of The Razor's Edge
The Razor's Edge
Tech - Analysis 9.0

Summary

Sector Tech
Content Type Analysis
Website Substack
Paywall No

Ratings

Average Rating 9.5
Ratings 2
Your Rating Rate
Ranking 35

Content

Picture of 01Core

Big Tech is Big Spending + The Implications of Said Spending on the Intelligence Explosion

Jan. 4, 2025, 1:42 p.m.

No Paywall
Picture of 01Core

10 Predictions from the year 2016 and how they panned out

Sept. 1, 2024, 10:43 a.m.

No Paywall
Picture of 01Core

Agents are Coming - the next General Purpose Technologies: The biggest companies are getting bigger even after you adjust for inflation (link to source).

Aug. 17, 2024, 10:44 p.m.

No Paywall
Picture of 01Core

Predictions for the humanoid robot ("Synths" for short) market by 2035: Topic Summary:

April 7, 2024, 10:51 a.m.

No Paywall
Picture of 01Core

Big Tech is the best way to play AI (and the best way to beat the returns of the S&P 500 and hence the vast majority of professional investors over the next 10 years): Don't overthink it

Feb. 25, 2024, 8:50 p.m.

No Paywall
Picture of 01Core

Agentic AI: I ran through a calculation in detail in a different post (The Exponential Growth of Progress) that estimated time spent farming in the year 1800 verse today. In the year 1800 when the global population was 1 billion, humans collectively spent around 830 billion hours growing food. Today humans spend approximately 110 billion hours growing food - even though our population is nearing 8 billion. So, we spend ~700 billion less hours to grow food even though our population is up near 8X

Dec. 4, 2023, 2:04 p.m.

No Paywall
Picture of 01Core

The most important factors driving investment returns over the next 10 years: [Regulation & Vortexes] (and how to profit from them): There are two. First is the power dynamic between corporations and government. In the United States corporations are more powerful than government. When new laws are written it is the biggest corporations who decide what they should be and then the government puts them in place. Case in point - what is happening right now with AI regulation. Tech Giants and their C

Sept. 16, 2023, 10:04 p.m.

No Paywall
Picture of 01Core

When AGI?: Peter Thiel once lamented: “We wanted flying cars and all we got was 140 characters”. His point was that true groundbreaking technological progress seemed to have slowed down dramatically. In the 20th century alone we got cars, planes, electricity, put a man on the moon, and invented the internet. But - so his thought process went - in the 21st century capital (and time) was sucked up mostly by companies seeking new ways to entertain us (Facebook, Twitter, Netflix) or sell us things (

Sept. 4, 2023, 2:19 p.m.

No Paywall
Picture of 01Core

The Synths are coming. : For purposes of this post my definition of a “Synth” is a humanoid robot with at least the intellectual and emotional intelligence level of an average human. Their appearance may or may not be human, and will be determined by use case and local regulations.

June 30, 2023, 1:07 a.m.

No Paywall
Picture of 01Core

LLMs will result in Voice becoming a 4th component of the GUI. This will be a bigger improvement on UI than the switch from a Blackberry keyboard to a touchscreen

Feb. 9, 2023, 12:23 a.m.

No Paywall
Picture of 01Core

Generative AI and the shrinking time-gap between unrecognizable realities

Jan. 30, 2023, 3:09 p.m.

No Paywall
Picture of 01Core

1.23.2022 Portfolio Value: $96,021.03

Jan. 23, 2023, 4:20 p.m.

No Paywall
Picture of 01Core

1 billion new people, but no more mouths to feed. Yet another ChatGPT post.

Jan. 6, 2023, 4:56 a.m.

No Paywall
Picture of 01Core

Portfolio Value: 12.20.2022: $88,246

Dec. 21, 2022, 12:47 p.m.

No Paywall
Picture of 01Core

Why hasn't Google launched a competitor to ChatGPT? How will it respond?

Dec. 17, 2022, 6:25 p.m.

No Paywall
Picture of 01Core

ChatGPT use cases & comparisons to Google (part 1 of 2)

Dec. 16, 2022, 6:57 p.m.

No Paywall
Picture of 01Core

Stats, commentary & perspective on the R&D, Capex, Time Share, Revenue & Market Cap of the biggest companies in each category

Dec. 7, 2022, 5:04 p.m.

No Paywall
Picture of 01Core

The most dominant synthetic monopolies w/ brief commentary

Oct. 29, 2022, 2:13 p.m.

No Paywall
Picture of 01Core

Will China's lockdowns have a lasting impact?

Oct. 18, 2022, 7:42 p.m.

No Paywall
Picture of 01Core

Healthcare is getting better fast

Oct. 14, 2022, 11:32 a.m.

No Paywall
Picture of 01Core

10.22.2022 update

Oct. 11, 2022, 3:09 p.m.

No Paywall
Picture of 01Core

Google has 9 products with over 1 billion users - how effectively is it monetizing those hours?

Oct. 10, 2022, 8:26 p.m.

No Paywall
Picture of 01Core

The average knowledge worker will spend 44+ years of their adult life staring at a screen

Oct. 7, 2022, 2:58 a.m.

No Paywall
Picture of 01Core

The most important things to know about aging.

Sept. 18, 2022, 10:48 a.m.

No Paywall
Picture of 01Core

01Core Index 9.2.2022

Sept. 2, 2022, 4:57 p.m.

No Paywall