Dan Von Kohorn
@danvk.com
Institutional investor, software background
- VC @ http://Broom.Ventures
- Personal: http://danvk.com
- Forest restoration project: http://OrangeWoods.US
- Formerly JP Morgan, http://Chain.link, multiple startup founder & operator. AI/ML/NLP since 1996.
- VC @ http://Broom.Ventures
- Personal: http://danvk.com
- Forest restoration project: http://OrangeWoods.US
- Formerly JP Morgan, http://Chain.link, multiple startup founder & operator. AI/ML/NLP since 1996.
Pinned
Dan Von Kohorn
@danvk.com
· Dec 1
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.
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?
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?
December 3, 2025 at 5:46 AM
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?
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?
December 3, 2025 at 5:44 AM
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.
December 3, 2025 at 5:43 AM
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?
December 3, 2025 at 5:41 AM
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?
December 3, 2025 at 5:40 AM
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?
Why are so many "news" articles posted with AI generated images? Literally fake news.
November 27, 2025 at 12:37 AM
Why are so many "news" articles posted with AI generated images? Literally fake news.
Reposted by Dan Von Kohorn
"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...
Scientists Discover That People Act Way Better When Batman Is Present
It turns out that the mere presence of a guy dressed as Batman is enough to turn dead inside commuters into momentary altruists.
futurism.com
November 24, 2025 at 1:51 PM
"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...
Has the world given up on carbon pollution and climate change?
In 1995, when the first Cop was held, carbon was 361 parts per million. Today it's 427.
www.theguardian.com/news/2025/no...
In 1995, when the first Cop was held, carbon was 361 parts per million. Today it's 427.
www.theguardian.com/news/2025/no...
As I write my last column, the facts on climate crisis speak for themselves
Since 1995, when the first Cop was held, carbon levels have increased from 360.67 parts per million to 426.68 parts now
www.theguardian.com
November 23, 2025 at 4:30 AM
Has the world given up on carbon pollution and climate change?
In 1995, when the first Cop was held, carbon was 361 parts per million. Today it's 427.
www.theguardian.com/news/2025/no...
In 1995, when the first Cop was held, carbon was 361 parts per million. Today it's 427.
www.theguardian.com/news/2025/no...
I really enjoyed Jane Buchan on Wealthtrack.
She explains alternative investments so well.
Great education for investors.
youtu.be/QdGUUXswhu0?...
She explains alternative investments so well.
Great education for investors.
youtu.be/QdGUUXswhu0?...
November 10, 2025 at 4:58 AM
I really enjoyed Jane Buchan on Wealthtrack.
She explains alternative investments so well.
Great education for investors.
youtu.be/QdGUUXswhu0?...
She explains alternative investments so well.
Great education for investors.
youtu.be/QdGUUXswhu0?...
Global transportation electrification is happening fast.
cleantechnica.com/2025/11/03/b...
cleantechnica.com/2025/11/03/b...
BYD Electric Truck Sales Soar — Charts - CleanTechnica
Support CleanTechnica's work through a Substack subscription or on Stripe. BYD’s passenger vehicle sales had mixed results in October, with BEVs up, PHEVs down even more, and plugin passenger cars dow...
cleantechnica.com
November 5, 2025 at 4:22 AM
Global transportation electrification is happening fast.
cleantechnica.com/2025/11/03/b...
cleantechnica.com/2025/11/03/b...
autonomous wheelchair with foldable tentacle legs can climb stairs and sit on the floor
www.designboom.com
November 2, 2025 at 10:30 PM
Stablecoins are an amazing invention, enabling savings and transactions that work with software. This technology also drives more global demand for US dollars.
October 19, 2025 at 3:03 AM
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.
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.
October 18, 2025 at 4:12 AM
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.
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.
Congratulations to Joel Mokyr, Philippe Aghion and Peter Howitt for winning the Nobel prize in economics for their work on “innovation-driven economic growth.”
www.nbcnews.com/world/europe...
www.nbcnews.com/world/europe...
Nobel economics prize goes to 3 researchers for explaining innovation-driven economic growth
Mokyr is from Northwestern University, Aghion from the College de France and the London School of Economics, and Howitt from Brown University.
www.nbcnews.com
October 13, 2025 at 2:20 PM
Congratulations to Joel Mokyr, Philippe Aghion and Peter Howitt for winning the Nobel prize in economics for their work on “innovation-driven economic growth.”
www.nbcnews.com/world/europe...
www.nbcnews.com/world/europe...
Wow! New tiny AI model small enough to run on just about any hardware, smart enough to solve sudoku and beat the SOTA models at ARC-AGI benchmarks.
github.com/SamsungSAILM...
github.com/SamsungSAILM...
October 11, 2025 at 11:50 AM
Wow! New tiny AI model small enough to run on just about any hardware, smart enough to solve sudoku and beat the SOTA models at ARC-AGI benchmarks.
github.com/SamsungSAILM...
github.com/SamsungSAILM...
🚨 Electric grid storage update 🚨
BYD unveils the world’s largest 14.5 MWh DC energy storage system. 51% improvement in energy density, 70% reduction in maintenance costs, $0.014 per kilowatt-hour total life cycle cost.
www.ess-news.com/2025/09/19/b...
BYD unveils the world’s largest 14.5 MWh DC energy storage system. 51% improvement in energy density, 70% reduction in maintenance costs, $0.014 per kilowatt-hour total life cycle cost.
www.ess-news.com/2025/09/19/b...
BYD unveils world’s largest 14.5 MWh DC energy storage system - Energy Storage
China’s EV giant has unveiled the “HaoHan" - a single-unit DC battery block with record-breaking capacity, aiming to disrupt the next generation of the energy storage market. The company also introduc...
www.ess-news.com
September 27, 2025 at 2:30 PM
🚨 Electric grid storage update 🚨
BYD unveils the world’s largest 14.5 MWh DC energy storage system. 51% improvement in energy density, 70% reduction in maintenance costs, $0.014 per kilowatt-hour total life cycle cost.
www.ess-news.com/2025/09/19/b...
BYD unveils the world’s largest 14.5 MWh DC energy storage system. 51% improvement in energy density, 70% reduction in maintenance costs, $0.014 per kilowatt-hour total life cycle cost.
www.ess-news.com/2025/09/19/b...
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
iceberg.mit.edu/blog.html
September 18, 2025 at 6:45 PM
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
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...
www.visualcapitalist.com/sp/gx03-char...
Charted: The Rising Share of U.S. Data Center Power Demand
As advanced AI adoption surges, U.S. data center demand is projected to reach nearly 12% of the nation’s power.
www.visualcapitalist.com
September 14, 2025 at 1:50 PM
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...
www.visualcapitalist.com/sp/gx03-char...
I do wonder if the Fed will prioritize inflation or the economy. Both look wobbly. This is why stagflation is so hard to fight.
September 12, 2025 at 4:14 PM
I do wonder if the Fed will prioritize inflation or the economy. Both look wobbly. This is why stagflation is so hard to fight.
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.
August 28, 2025 at 3:00 PM
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.
Who should pay for all the damage done by PFAS?
Should it be the taxpayers or the chemical companies who lie about the health effects and poison us?
knsiradio.com/2025/08/26/s...
Should it be the taxpayers or the chemical companies who lie about the health effects and poison us?
knsiradio.com/2025/08/26/s...
Sauk Rapids Seeks $6 Million in State Bonding After PFAS Contamination Shuts Down Two City Wells
(KNSI) - Sauk Rapids is once again asking lawmakers for over $6 million in state bonding money to pump more wa...
knsiradio.com
August 27, 2025 at 2:29 PM
Who should pay for all the damage done by PFAS?
Should it be the taxpayers or the chemical companies who lie about the health effects and poison us?
knsiradio.com/2025/08/26/s...
Should it be the taxpayers or the chemical companies who lie about the health effects and poison us?
knsiradio.com/2025/08/26/s...
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
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
August 27, 2025 at 1:20 AM
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
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
Musk did the same thing to Groq. His disrespect for the law is causing damage to these other companies. It's a pattern.
cointelegraph.com/news/ethereu...
cointelegraph.com/news/ethereu...
Ethereum gaming network Xai sues Musk’s xAI for trademark infringement
Ethereum gaming network Xai has sued Elon Musk’s xAI, alleging trademark infringement, consumer confusion, and reputational harm tied to his AI venture.
cointelegraph.com
August 25, 2025 at 12:40 AM
Musk did the same thing to Groq. His disrespect for the law is causing damage to these other companies. It's a pattern.
cointelegraph.com/news/ethereu...
cointelegraph.com/news/ethereu...
What happens to the giant fabless chip design companies when AI can design ASICs for every application, and they are better than any human design? That's a lot of market cap.
www.zmescience.com/science/ai-d...
www.zmescience.com/science/ai-d...
August 9, 2025 at 11:06 PM
What happens to the giant fabless chip design companies when AI can design ASICs for every application, and they are better than any human design? That's a lot of market cap.
www.zmescience.com/science/ai-d...
www.zmescience.com/science/ai-d...