Monday, September 14, 2026

Degrees vs knowledge

 

A student with a good AI tutor can move through material at a speed a classroom was never designed for, and the credential still takes four years. School was built around fixed constraints. One teacher. One room. One pace. One schedule. One curriculum delivered to everyone at roughly the same speed. AI breaks several of those constraints at once. It can explain the same idea ten different ways. Slow down where you’re struggling. Skip what you already understand. Generate practice on demand. Answer the question you were too embarrassed to ask in class. Give feedback immediately instead of three days later. The student no longer has to move at the speed of the room. If knowledge can be learned faster than the institution can certify it, then the value of the institution shifts from teaching to signaling. A degree increasingly says less about where the knowledge came from and more about the fact that someone survived a long, standardized filter. Employers pay for filters because hiring is uncertain, but filters only survive until a cheaper one predicts performance better. If someone can prove under real evaluation that they can actually do the work, the calendar starts getting much harder to defend. The disruption to education probably does not begin when AI becomes better than every teacher. It begins when four years stops being the cheapest credible way to prove you know what you’re doing.


That's all true but you're missing some major benefits of schools/colleges: 1) The majority of students lack the desire/discipline to self-learn all the way to the finish line. 2) Online learning doesn't provide students with the competition and inspiration of seeing what their classmates can do - and hence what is possible. Of course there is a counter-point: Lots of students go to school/college because they are forced to go - whether by parents or potential employers (pad their resume). Most of those students end up with a degree but without having learned very much. (I've seen this first-hand, both in undergraduate and graduate programs)


Neuralink plus a model

 

Neuralink plus a model that can write code on the fly means you could learn a skill in an afternoon. Ten thousand hours on piano. Fifteen years to become a surgeon. A decade to lose an accent. None of that is the knowledge being hard. It exists, written down, sitting there. It takes a lifetime because a human learns through a very narrow pipe. Widen the pipe and the time collapses. Then it gets better. Pair it with a model that builds on demand and you are not limited to skills that already exist. You get ones invented for a problem that showed up an hour ago. Abilities nobody ever developed, because no human lived long enough to be the first. Every skill anyone has ever had was paid for in years. Imagine what people do when that stops being the price.

https://x.com/r0ck3t23/status/2099157147363774634?s=20

Wednesday, September 9, 2026

Cybercab future

 


According to the latest ARK Invest's report, the Cybercab isn't just a new vehicle—it’s the master key to unlocking what the firm sees as a multi-trillion-dollar autonomous ride-hailing empire 🔥 The early data out of Austin is wild. Right now, a 15-minute Cybercab ride is running ~40% cheaper than taking a Model Y robotaxi, and undercutting Uber by a massive 50%. Sure, wait times are a bit longer at this stage, but the trajectory is undeniable 👍 Once this hits scale, ARK estimates fares are going to plummet to a mind-blowing $0.25 per mile. We're talking one-third the cost of owning your own car, and a tenth of what you'd pay for a human driver 🤯 But here is the real catalyst: Tesla is going to scale this beast through third parties. Right after the launch, they dropped a “Robotaxi interest form” aimed directly at commercial operators 🤝 Just like ARK mapped out in "Big Ideas 2026", independent fleet owners are going to be the absolute backbone of this value chain, eventually owning and managing the vast majority of the network's vehicles 🆒 The transition isn't coming—it's already here 🔥


https://x.com/davelalande/status/2097439623324561500?s=20

I built a planning simulator for anyone thinking about buying a Cybercab and putting it on the network. Not a game about robotaxis. A tool for one question: in my town, at my electricity rate, does one car pay for itself? 179 numbers go into the answer. 17 are published figures. 26 are worked out from published figures. 136 are our estimates — and everyone shows its math and can be changed by you. It's a tool, not a bible. Six towns researched so far, from Dover, Tennessee (1,918 people) to Chicago. The result that surprised me: Dover works — but 84% of its rides are people visiting Fort Donelson National Battlefield. Its residents alone generate 6-8. Close the battlefield, and the town fails, and you can close it in the tool with one edit. Where a published figure exists, we check ourselves against it. Chicago's rides-per-day estimate was within 6% of the number the Sun-Times published, based on city data. Where none exists, the tool says so and names what it searched. It's on my personal lab, momatio.com/fleet — free, no signup.

Tuesday, September 8, 2026

Perplexity

 

https://x.com/GeniusGTX/status/2097158510018760754?s=20


GeniusThinking

@GeniusGTX

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A man at a San Francisco barbershop told Aravind Srinivas he had just lost three hours shopping for a washing machine.

On a recent podcast, the Perplexity CEO gave 8 reasons that is the problem he is solving:

1. Billionaires never lose those hours

Srinivas points out that wealthy people already have this solved, because assistants and staff handle it for them.

Everyone else books their own appointments, hunts for doctors their insurance covers, and compares flights themselves.

2. A second brain, not a memory store

He calls Comet a second brain and immediately rejects what people assume that means.

Not a dump of saved data, but something that thinks alongside you and takes the work your first brain finds dull.

3. Curiosity is not the boring part

Preparing to interview someone means reading every past episode, sorting transcripts and drafting fresh questions.

Srinivas says the asking is the enjoyable half. The tab opening and the sorting is what should be handed over.

4. Three things people actually did

- Had Comet file a FedEx complaint for him

- Ran a Facebook ad campaign for a small business

- Identified spam senders and unsubscribed from them

5. Software built for everyone fits nobody

Most software you use was never designed around you, and no developer will build a feature for a single user.

His argument is that an agent sits between the general product and the version that actually suits you.

6. The sleeping flight rebooking

One example he gives is Comet noticing your flight got cheaper overnight, cancelling and rebooking while you sleep.

He is straight about it not existing yet. Running on a server with your laptop shut is what they are building.

7. Removing time, not saving it

He frames the goal as removing hours you never enjoyed rather than making you more productive with them.

He is untroubled if the time goes to browsing or family, because people do their best work when they are not worn down.

8. There is no operating system for life

An operating system runs processes and manages memory, and Srinivas says your life needs exactly that.

Windows and Mac run your applications, but the orchestration between them is still entirely on you.

His framing is that this is not giving up agency.

It is handing over the annoying parts so the interesting ones get your attention.

Worth noting the interview is about a year old, and the background features were promised by the end of that year.

TL;DR

1. Wealthy people already have this problem solved

2. A second brain thinks, it does not just store

3. Asking questions is fun, gathering context is not

4. People use it for support calls, ads and spam

5. Generic software never fits one specific person

6. Overnight flight rebooking is a plan, not a feature

7. The goal is removing time you never enjoyed

8. Nothing orchestrates your life across applications

I appreciate you making it to the end.

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