neilgsmith

4 ms·

1. 1.▲
   by neilgsmith 9mo ago

   Thanks for the question - in brief, I'm trying to gather opinions as to whether M.I.N.D. (see below) is truly an effective metric to evaluate: "if AI capabilities keep improving and diffusing, how well positioned is this entity to
2. 2.▲
   by neilgsmith 9mo ago

   OP, I built this chart as a way to stress-test AI narratives using a simple structural framework. The “thing” I’m showing is the mapping itself: it separates two questions that often get conflated: (1) how structurally aligned a public enti
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   Show HN: Mapping AI narratives by M.I.N.D. structural alignment(nextarcresearch.com)

   1 points by neilgsmith 9mo ago|3 comments
4. 4.▲
   by neilgsmith 10mo ago

   I’ve been working on "Next Arc Research" — https://nextarcresearch.com - a wrapper around my curiosity to understand how AI, compute, and capital might change markets by 2030. It’s not a trading tool or product. More l
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   by neilgsmith 10mo ago

   My approach is to invest for the long term, diversify a year's worth of living expenses into assets inversely correlated to tech, hold a diversified portfolio across different tech-oriented future scenarios and attempt to take a system