Building a science app called DeepTime. Vital knowledge Before the AI Singularity. Get first 5 chapters of my book on real science vs pseudoscience FREE at link
Chicago
Joined May 2009
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In advance of @PeterDiamandis Day 4 question - Where would you spend $1B? - I share my #EdTech idea from 2016 for an #AI driven #AR/#VR engine to create custom 3D #STEM edu for teens. Submitted to
@NSFSBIR Nov 2017 but no traction. Proposal & response: docs.google.com/document/d/1…
Kevin Brent Cook retweeted
Life insurers have hidden $1.5 TRILLION of policyholder risk where you can't see it.
That's more than double the cushion of the entire industry, and I believe this is bigger than Madoff and bigger than Enron.
I sat down with the man who's been warning about it for 41 years: Tom Gober.
He's a certified fraud examiner who spent his early career examining insurance companies for the state of Mississippi, and in his 20s he worked undercover with the FBI for 2 and a half years after he found his signed exam report retyped clean.
4 things we get into:
1. If your insurer moves its money to an affiliate offshore, you have no legal claim on it.
2. The safety net that's supposed to protect you when an insurer fails doesn't hold a single penny in advance.
3. The billionaire who owns the Dodgers reported roughly $1 billion of policyholder money in his own businesses, and Tom says the real number was more than $20 billion.
4. A single carrier sends $235.7 billion to its own offshore affiliate while holding just $4 billion of surplus.
If you or your parents own a life insurance policy or an annuity, you need to watch this.
Tom put it best: "I didn't make up a single number. It's literally their data."
Voyager 1 Is About to Be One Light-Day Away youtube.com/shorts/gjHK3clOw… via @YouTube
Voyager 1 is about to be one light-day from Earth youtube.com/shorts/6DvgYn9dl… via @YouTube
Kevin Brent Cook retweeted
USA TODAY Co. filed lawsuit against OpenAI.
And wants $250M from OpenAI and every GPT model trained on its articles destroyed.
The suit, filed in Manhattan federal court by 14 plaintiffs covering 19 papers, says OpenAI copied hundreds of thousands of their stories.
Kevin Brent Cook retweeted
CATHIE WOOD SAYS “THE LONGER THE BASE, THE BIGGER THE BREAKOUT”
She thinks years of consolidation could set up major moves in gene-editing stocks:
- CRISPR Therapeutics $CRSP, Intellia $NTLA, Beam $BEAM and Prime $PRME have spent years trading sideways despite major progress
- Wood compares them to Amazon $AMZN after the tech bust, when the market took years to appreciate how important the company could become
- With safety, efficacy, FDA approval and reimbursement milestones increasingly checked off, she believes these stocks may finally have the catalysts for a larger breakout
BIG FINDINGS on the asteroid Bennu! #space #astronomy #nasa youtube.com/shorts/stbcn0QB6… via @YouTube
The power of doubt (and an announcement) youtube.com/shorts/0xCHxSHaV… via @YouTube
“Before the Singularity”
That was the title of a book that I pitched to the National Endowment for the Humanities in their 2020 grant program called Public Scholars. It was the philosophical extension of my 2017 technology proposal to @NSF for an AI-driven Learning Design Engine.
The thesis was simple: if we didn’t help more kids discover their own curiosity for math and science, we were going to have a much more serious problem with youth who were not ready for the coming exponential changes in technology and employment.
Andrew Yang has taken a similar angle on our public duty and he, correctly I believe, urges the innovators to take a more active role where government tends to drop the ball.
My NSF proposal for the Learning Design Engine is in my pinned X post.
.@AndrewYang has one message for Silicon Valley: you need to help the rest of America get ready for what’s coming.
"Building the future is hard work. And then trying to make it so that the rest of the country doesn't get super mad or sad, I know it's extra, but we kinda need you to help us do that too."
"One of the things I said when I was running was, 'Look, it's not the innovator's responsibility to figure out all of the downstream impacts of the innovation. In theory, that's government's responsibility, and our government is asleep at the switch, and so some of the stuff is coming back on you.'"
"Some of that, in my opinion, is unfair."
"We still do need your help by coming clean about what you think is going to happen with this technology and maybe even helping fix the broken political mechanisms and systems so that we can actually make it a good environment for innovation, not an angry, unreasonable, hostile one."
Kevin Brent Cook retweeted
This guy coaches Sam Altman.
He also works with leaders at Anthropic, Google, Apple, and SpaceX.
I sat down with him to learn how he coaches billion dollar businesses.
Here are Joe Hudson’s 7 operating rules:
1. Kill your 1:1s
These meetings lead individuals to solve problems instead of the team. Much better to bring problems to the whole team so everyone feels responsible for solving them. I agree, haven’t done them for years...
2. Rotate who runs recurring meetings
When the same person always leads, people focus on pleasing or rebelling against them. Spreading the authority makes everyone accountable to the team instead.
3. Give anyone the power to change a bad meeting
Everyone already knows when a meeting isn’t working (and usually why). Giving people permission to say it makes meetings more effective.
4. Make every employee run at least 5 experiments a quarter on their own job
It makes the team more productive, keeps people interested, and helps retain smart employees who would otherwise get bored.
5. Ask your team to push back on your ideas
If you try to sell them on the idea, they may nod in the room and do nothing afterward. Asking for objections tests the idea + gets everyone aligned before you commit to it.
6. Start by building the part you understand the least
If you leave the confusing part until the end you might find out it doesn’t fit and have to rebuild everything around it.
7. End every email with an action needed
Name the person responsible, the action they need to take, and the deadline. Joe says this rule increased productivity in his business by 35 to 40%.
Thanks for coming on @FU_joehudson and sharing how you run your business.
Search “BigDeal pod” on youtube.
Kevin Brent Cook retweeted
In this 2014 video, Sam Altman asks Marc Andreessen what venture capitalists are really looking for when judging startups.
“The conventional statistics are that about 200 of the 4,000 venture-fundable companies per year will be funded by a top-tier VC. About 15 of those will someday get to $100MM of revenue, and those 15 will generate something on the order of 97% of all of the returns for the entire category of venture capital in that year.
Venture capital is such an extreme feast or famine business. You’re either in one of the 15 or you’re not.”
That is the real logic behind VC, and it is harsher than most founders want to admit.
Investors are not mainly asking whether your company is solid, credible, or broadly impressive.
They are asking whether it has the kind of asymmetry that could put it in the tiny set of companies that matter disproportionately.
In a power-law business, “good across the board” is often less interesting than “exceptional in one decisive way.”
Venture returns come from companies with an extreme advantage, a product that spreads unnaturally fast, a market opening at exactly the right moment, a founder with unusual force, or some other quality that compounds harder than competitors can match.
For founders, the implication is uncomfortable but useful.
Do not pitch yourself as merely well-rounded.
Show the one thing that is so strong it changes the odds, because in venture, weakness can sometimes be survived, but ordinariness almost never can.
---
From @ycombinator YT channel from 2014 (link in comment)
Kevin Brent Cook retweeted
Businesses are spending heavily on AI without clear evidence that it is boosting revenue or cutting costs, according to EY executive Dan Diasio.
Usage-based pricing is making that gap harder to ignore as companies face higher AI bills.
Full story: thein.fo/4dCAlJj
Kevin Brent Cook retweeted
Tesla is automating the car. Optimus is automating physical work. The next thing to automate is the company itself.
I think we’re going to see the first $1B company with zero HR employees.
I've watched tech for decades. Every big shift starts with the boring work nobody wants to do.
Warp's AI agents are taking that work on.
They onboard a new hire in under 10 minutes.
They set up laptops, Slack and Google accounts the moment someone joins, and shut them off when they leave.
They resolve tax notices before a founder ever sees them, saving $100M+ in penalties so far.
They pay contractors in 150+ countries.
No HR team required. Founders just get to build.
We spent years talking about autonomous cars.
Autonomous companies are next.
🤝 Paid partnership
We’ve raised $85M for this moment.
Introducing Warp 2.0: The first AI Head of HR.
Every company is building AI to replace jobs. Warp is building AI to do the jobs no human should have to:
If you work in HR, I want you to spend time with the manager who needs help or building company culture people actually want to work at.
If you’re a founder, I want you to focus on signing clients or spending time with your family.
You shouldn’t have to figure out how to register state tax in California. You shouldn’t have to pay outrageous penalties because you don't know what a DE 9C is.
I want to make HR human again. Today, this is finally possible with the Warp Agent.
I’d love for you to see it in action: warp.co/agent
Kevin Brent Cook retweeted
GS: We now see 170% global data center power demand growth in 2030 vs. 2025 levels, more than 60% of which comes from the US
Kevin Brent Cook retweeted
AI is getting cheaper more quickly than any other transformative tech in history.
@EpochAIResearch @soberlook thedailyshot.com/subscribe/
My X “AI Intelligence Network” does a lot of legwork for me. Sometimes I return the favor with my research on Bloom Energy $BE and Innodata $INOD from last year, 2 of my top 3 picks for 2026 with underperformer $ONDS @TheValueist
The Innodata (INOD) Opportunity
With our 3rd buy of $INOD at $55 on Dec 10, we raised our average to $50. Here was my update last week...
I think a lot about "what will the other guy pay?" when I do my valuation analysis of a company.
By "the other guy" I mean intuitional growth investors like Baillie Gifford, Capital World, and Coatue.
I also mean other corporations, like Meta buying Manus and NVIDIA buying AI21.
If a stock has a big gap, in my view, between its current valuation and what I think the other guy will pay, I assign greater upside than most investors.
This has worked in 2025 with CyberArk (CYBR) getting lifted by PANW.
And just recently in Healthcare Innovators, we bagged a double in FOLD after BioMarin said "How you doin?"
So, these META and NVDA moves give me renewed animal spirits about our lil INOD.
And remember, this comes from proven M&A action in related data prep-mine-model companies...
Cisco paid $27 billion for security + data wizard Splunk.
And Meta paid $14.2 billion for 49% of the private ScaleAI, which does exactly what INOD does.
INOD probably doesn't have the young talent and vision of ScaleAI.
But somebody out there has to see the value of this bolt-on for less than $4 billion. Especially with 5 of the Mag 7 as customers already.
I'm not saying this is a high-probability opportunity.
I'm just saying there's a chance.
The next day, The Information published a story about the competition between hyperscalers and model builders to acquire key technologies quickly (their image here)...
