Jerry Neumann
@ganeumann.bsky.social
I am going to keep writing until I figure out how to write good.
ReactionWheel.net, FounderVsInvestor.com, NeuVC.com
🐸
ReactionWheel.net, FounderVsInvestor.com, NeuVC.com
🐸
You've seen the movie, now read the book joincolossus.com/article/ai-w...
November 12, 2025 at 8:52 PM
You've seen the movie, now read the book joincolossus.com/article/ai-w...
Look ma, I'm on Odd Lots with @weisenthal.bsky.social and @tracyalloway.bsky.social player.fm/series/serie...
Jerry Neumann on the Problem With Investing in AI Right Now
<p>AI has made a lot of people fabulously wealthy. But sorry, it's probably not going to be the thing that makes you rich. And if history is any guide, we don't even know who the real AI winners are g...
player.fm
November 12, 2025 at 12:43 PM
Look ma, I'm on Odd Lots with @weisenthal.bsky.social and @tracyalloway.bsky.social player.fm/series/serie...
Wife: why do we have so many tamales?!
Me: Uh…Welcome to the resistance?
Me: Uh…Welcome to the resistance?
Yesterday, when Bovino announced ICE would be returning to Little Village today, some of us donated and fundraised to buy out street vendors in the neighborhood. This morning, volunteers hit the streets at 6:30 am, looking for vendors to buy out. Tamales make an excellent breakfast.
November 11, 2025 at 10:22 PM
Wife: why do we have so many tamales?!
Me: Uh…Welcome to the resistance?
Me: Uh…Welcome to the resistance?
Talked to @jashap.bsky.social about my recent Colossus Review essay podcasts.apple.com/us/podcast/c...
“ChatGPT is so mid”, or, Why AI Won’t Change the World
Podcast Episode · The Jacob Shapiro Podcast · 11/10/2025 · 1h
podcasts.apple.com
November 10, 2025 at 7:55 PM
Talked to @jashap.bsky.social about my recent Colossus Review essay podcasts.apple.com/us/podcast/c...
My guess now is that the administration doing everything it can to make things worse is actually an attempt to pressure *republicans*, rather than democrats
November 9, 2025 at 8:28 PM
My guess now is that the administration doing everything it can to make things worse is actually an attempt to pressure *republicans*, rather than democrats
I mean, the funny thing is, we already know how to end most scarcity, we just decide not to do it
(* "we" meaning society, not you specifically)
(* "we" meaning society, not you specifically)
I’m going to regret asking this, but… what mechanism are people proposing whereby AI will “end scarcity”?
This feels like literal underpants gnomes thinking, and as I never tire of pointing out, it’s being driven by a lot of the same actual people
This feels like literal underpants gnomes thinking, and as I never tire of pointing out, it’s being driven by a lot of the same actual people
AI could end scarcity, end humanity - or boost trend growth by 0.2 percentage points
November 7, 2025 at 5:06 PM
I mean, the funny thing is, we already know how to end most scarcity, we just decide not to do it
(* "we" meaning society, not you specifically)
(* "we" meaning society, not you specifically)
For every Nobel Prize winner there should be a graphic novel about their life and work
November 5, 2025 at 10:54 PM
For every Nobel Prize winner there should be a graphic novel about their life and work
Reposted by Jerry Neumann
And if you want to join us live on Nov. 17th (at noon PT) we'll be discussing "Founder vs. Investor" with its authors, @ganeumann.bsky.social and Liz Zalman--you've got time to read it between now and then! www.amazon.com/Founder-Inve...
Founder vs Investor: The Honest Truth About Venture Capital from Startup to IPO
Amazon.com: Founder vs Investor: The Honest Truth About Venture Capital from Startup to IPO: 9781400242764: Zalman, Elizabeth Joy, Neumann, Jerry: Books
www.amazon.com
October 29, 2025 at 9:49 PM
And if you want to join us live on Nov. 17th (at noon PT) we'll be discussing "Founder vs. Investor" with its authors, @ganeumann.bsky.social and Liz Zalman--you've got time to read it between now and then! www.amazon.com/Founder-Inve...
The lump of labor fallacy is more than 130 years old. If sophisticated people believe, despite everything, that AI will take all jobs, you can't educate them out of it, you can only take cold comfort in the money you will make from betting the other way
October 29, 2025 at 1:39 PM
The lump of labor fallacy is more than 130 years old. If sophisticated people believe, despite everything, that AI will take all jobs, you can't educate them out of it, you can only take cold comfort in the money you will make from betting the other way
Reposted by Jerry Neumann
We take it for granted today, but a single 6W embedded NPU can do more tensor operations per second than a peasant in the 1400s could perform in his whole lifetime
October 28, 2025 at 2:48 PM
We take it for granted today, but a single 6W embedded NPU can do more tensor operations per second than a peasant in the 1400s could perform in his whole lifetime
Nothing between human beings is one-to-three. In fact, I long ago come to the conclusion that all life is six-to-five against.
- Damon Runyon
- Damon Runyon
October 27, 2025 at 9:36 PM
Nothing between human beings is one-to-three. In fact, I long ago come to the conclusion that all life is six-to-five against.
- Damon Runyon
- Damon Runyon
And then one day you wake up and realize your spice drawer is completely full with spices you never use
October 27, 2025 at 1:48 PM
And then one day you wake up and realize your spice drawer is completely full with spices you never use
Reposted by Jerry Neumann
If I were running the DNC, there would be Democratic Party sponsored food relief banks across the country right now that specifically welcomed anyone regardless of party affiliation.
Along with the food, there could be voter registration and links to runforsomething.net
Along with the food, there could be voter registration and links to runforsomething.net
October 26, 2025 at 9:03 PM
If I were running the DNC, there would be Democratic Party sponsored food relief banks across the country right now that specifically welcomed anyone regardless of party affiliation.
Along with the food, there could be voter registration and links to runforsomething.net
Along with the food, there could be voter registration and links to runforsomething.net
Reposted by Jerry Neumann
YOU CANNOT EVEN RECREATE ASML IN THE UNITED STATES
NO ONE PERSON OR EVEN GROUP OF PEOPLE HAS ALL THE KNOWLEDGE NECESSARY TO DO SO
NO ONE PERSON OR EVEN GROUP OF PEOPLE HAS ALL THE KNOWLEDGE NECESSARY TO DO SO
September 24, 2025 at 9:37 PM
YOU CANNOT EVEN RECREATE ASML IN THE UNITED STATES
NO ONE PERSON OR EVEN GROUP OF PEOPLE HAS ALL THE KNOWLEDGE NECESSARY TO DO SO
NO ONE PERSON OR EVEN GROUP OF PEOPLE HAS ALL THE KNOWLEDGE NECESSARY TO DO SO
Reposted by Jerry Neumann
It’s been over a month but Oxide and Friends has a new episode up on the pod (and another one dropping tomorrow morning)
Technological Revolutions with Jerry Neumann | Oxide and Friends | Episode 26
Jerry Neumann joined Bryan and Adam to discuss his blog post from 2015, examining the work of Carlota Perez on technological revolutions. These waves have similarities, in particular: frenzy, bust, an...
share.transistor.fm
September 18, 2025 at 2:14 PM
It’s been over a month but Oxide and Friends has a new episode up on the pod (and another one dropping tomorrow morning)
Reposted by Jerry Neumann
Last week, @ganeumann.bsky.social joined @bcantrill.bsky.social and me to discuss his blog post from 2015, examining the work of Carlota Perez on technological revolutions. Common themes: frenzy, bust, and deployment. Is AI a new wave or the culmination of the IT wave of the last 50 years?
Oxide and Friends 9/8/2025 -- Technological Revolutions with Jerry Neumann
YouTube video by Oxide Computer Company
youtu.be
September 17, 2025 at 4:25 AM
Last week, @ganeumann.bsky.social joined @bcantrill.bsky.social and me to discuss his blog post from 2015, examining the work of Carlota Perez on technological revolutions. Common themes: frenzy, bust, and deployment. Is AI a new wave or the culmination of the IT wave of the last 50 years?
Reposted by Jerry Neumann
Worth remembering how 100 years ago, renowned electrical engineer Charles Steinmetz forecasted: within 100 years, industrial use of electricity would enable a four-hour workday.
He was 100% right about the impact of electricity.
And yet, 100 years later we still work 8+ hrs per day…
He was 100% right about the impact of electricity.
And yet, 100 years later we still work 8+ hrs per day…
September 16, 2025 at 10:05 PM
Worth remembering how 100 years ago, renowned electrical engineer Charles Steinmetz forecasted: within 100 years, industrial use of electricity would enable a four-hour workday.
He was 100% right about the impact of electricity.
And yet, 100 years later we still work 8+ hrs per day…
He was 100% right about the impact of electricity.
And yet, 100 years later we still work 8+ hrs per day…
Reposted by Jerry Neumann
AI Will Not Make You Rich, by @ganeumann.bsky.social
I find this essay extremely compelling. Especially the points made about who got rich from shipping containers.
joincolossus.com/article/ai-w...
I find this essay extremely compelling. Especially the points made about who got rich from shipping containers.
joincolossus.com/article/ai-w...
AI Will Not Make You Rich
The disruption is real. It's also predictable.
joincolossus.com
September 14, 2025 at 4:57 AM
AI Will Not Make You Rich, by @ganeumann.bsky.social
I find this essay extremely compelling. Especially the points made about who got rich from shipping containers.
joincolossus.com/article/ai-w...
I find this essay extremely compelling. Especially the points made about who got rich from shipping containers.
joincolossus.com/article/ai-w...
Finally busted open the cabinet without a key. Apparently last opened in ~1992
September 10, 2025 at 4:25 PM
Finally busted open the cabinet without a key. Apparently last opened in ~1992
Reposted by Jerry Neumann
Excited to announce that @ganeumann.bsky.social will join @ahl.bsky.social and me on the podcast tomorrow to reflect on his 2015 piece -- and what it might portend about current technological frenzies. Join us, Monday, 5p Pacific!
discord.gg/QrcKGTTPrF?e...
discord.gg/QrcKGTTPrF?e...
September 7, 2025 at 7:38 PM
Excited to announce that @ganeumann.bsky.social will join @ahl.bsky.social and me on the podcast tomorrow to reflect on his 2015 piece -- and what it might portend about current technological frenzies. Join us, Monday, 5p Pacific!
discord.gg/QrcKGTTPrF?e...
discord.gg/QrcKGTTPrF?e...
Reposted by Jerry Neumann
@jmsdnns.bsky.social put me on to this excellent 2015 piece from @ganeumann.bsky.social, which examines @carlotaperez.bsky.social's ideas and muses about what the coming (last!) decade might look like. A must-read -- and with very thought-provoking comments!
reactionwheel.net/2015/10/the-...
reactionwheel.net/2015/10/the-...
September 1, 2025 at 9:51 PM
@jmsdnns.bsky.social put me on to this excellent 2015 piece from @ganeumann.bsky.social, which examines @carlotaperez.bsky.social's ideas and muses about what the coming (last!) decade might look like. A must-read -- and with very thought-provoking comments!
reactionwheel.net/2015/10/the-...
reactionwheel.net/2015/10/the-...
Reposted by Jerry Neumann
Reposted by Jerry Neumann
Carlota Perez says AI is part of the information age and not its own revolution. This is my first confirmation of what she actually thinks. cc @ganeumann.bsky.social
youtu.be/Dv-J8BIJdvs
youtu.be/Dv-J8BIJdvs
Steering the technological revolution
YouTube video by Carlota Perez
youtu.be
July 23, 2025 at 6:56 PM
Carlota Perez says AI is part of the information age and not its own revolution. This is my first confirmation of what she actually thinks. cc @ganeumann.bsky.social
youtu.be/Dv-J8BIJdvs
youtu.be/Dv-J8BIJdvs