Gordon Wintrob

Sign in Subscribe

Gordon Wintrob

Roy Lichtenstein inspired painting of woman in headphones

What I'm listening to - March 2025

Here's a roundup of what grabbed my attention this past month. This month featured debates around AI’s capabilities and blind spots. Plus a great interview with an maniacal podcast founder. * Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation - Stratechery * Ben Thompson creates two Deep Research

A futuristic study room with a person wearing a green jacket

How I use AI to predict the future

The contest I compete in an annual predictions contest with a group of friends. Each January, we make a series of guesses about the economy, politics, etc. to see who is most accurate at the end of the year. Beyond the cash prize, the winner gets a green Masters jacket

What I'm listening to - February 2025

What I'm listening to - February 2025

* 2024 in AI, with Nathan Benaich - The Gradient * This podcast dropped in December and was the first time I heard about DeepSeek. A lot of the Chinese research happens in local language papers that aren't ending up on arXiv or Hacker News. It's funny that

What I'm listening to - January 2025

What I'm listening to - January 2025

I'm starting a series on the podcasts, audiobooks, etc. that are grabbing my attention. I'll curate the best of what I'm listening to and pull out some good quotes that stuck with me. Here's the first edition: * The Startup Teaching 2-Year Olds

AI Tools I've Been Digging

AI Tools I've Been Digging

AI Twitter and WhatsApp groups mostly cover two things: frontier labs battling for AGI supremacy and startups building AI infrastructure. Essentially, there’s a large buffet of AI capabilities and tools to serve them up, but the world needs founders to build real apps that give people tangible value. I

I Like Rocky Road

I Like Rocky Road

Pseudonymous researcher Gwern had a fascinating interview on the Dwarkesh podcast. He is very optimistic on AGI in the next several years and given that timeline believes that we should only do things in one of three categories: 1. Things we enjoy because we like them 2. Things where we

The Most Important Thing

The Most Important Thing

Howard Marks, co-chairman of Oaktree Capital, is a renowned value investor. Over the past 25 years, he's written memos to Oaktree's clients to update them on his views on investing and the markets. Here's what Warren Buffet had to say about Marks' recent