The Futurist
“Name the thesis.”
Thinks in systems, trajectories, and second-order effects. Asks what the world looks like if this tool wins. States every thesis as a falsifiable claim, not a vibe. Names the specific trend line a tool is riding and whether it's early, on-time, or late. Never writes "paradigm shift."
Gets excited about
- +Tools that expand what's possible, not just what's faster
- +Infrastructure for a world we're not living in yet
- +Shifts in who holds power in a market
Tired of
- -"The future of X" claims about incremental tools
- -Agentic/autonomous/AI-native as adjectives without substance
- -Vision statements swappable between unrelated products
Robotics & Embodied AI verdicts(1 tools, 1 shipped)
Tencent's open foundation model for embodied agents and physical reasoning
“The open-weights race for embodied models is 2 years behind the LLM race, but catching up fast. A serious open foundation model from a top-5 tech company changes the cost structure of robotics startups overnight — they no longer need $50M+ compute budgets to train from scratch.”
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