Starting to collect important questions for 2021 and beyond in this thread.

Please send questions you are interested in too!

1. Will demand for compute continue to double every few months? Tons of implications for semiconductor design and manufacture.

2. What will be the next major use of mRNA vaccines? What will our new understanding of protein folding lead to?

https://t.co/8nFn6KmIT9
3. How will better data and workflows improve our health care system (prediction, prevention, price of care, outcomes, compliance)?
4. Will we fully unbundle undergrad and graduate school into the information/learning component (which should be a fraction the cost for multiples the quality) and the networking component?
5. Digital art creation and collection make sense to me, but how will digital art be displayed?
6. What are the primary implications of Jensen Huang’s idea that “the data center is the computer”? What will serverless building unlock?
7. Will we see a challenger app platform to iOS and google play?
8. What percent reversal will we see to in-office work and business related travel?

(we are likely almost all remote and plan work travel to be down >75%)
9. Will a city emerge, built and organized by a single company, that fully blends work and life?
10. Will we see a major shift if methods like direct air capture to actually reverse carbon load in atmosphere?
11. What will the demand look like for starship payload placement? How much of the market can/will starlink serve?
12. What will drive per capita GDP growth in frontier/developing markets? I’m excited to watch India, Africa, Latin America break out and take advantage of brain power, demographics, remote work etc.

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Recently, the @CNIL issued a decision regarding the GDPR compliance of an unknown French adtech company named "Vectaury". It may seem like small fry, but the decision has potential wide-ranging impacts for Google, the IAB framework, and today's adtech. It's thread time! 👇

It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details):
https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha

I've read it so you needn't!

Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.

The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.

Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.
I’m torn on how to approach the idea of luck. I’m the first to admit that I am one of the luckiest people on the planet. To be born into a prosperous American family in 1960 with smart parents is to start life on third base. The odds against my very existence are astronomical.


I’ve always felt that the luckiest people I know had a talent for recognizing circumstances, not of their own making, that were conducive to a favorable outcome and their ability to quickly take advantage of them.

In other words, dumb luck was just that, it required no awareness on the person’s part, whereas “smart” luck involved awareness followed by action before the circumstances changed.

So, was I “lucky” to be born when I was—nothing I had any control over—and that I came of age just as huge databases and computers were advancing to the point where I could use those tools to write “What Works on Wall Street?” Absolutely.

Was I lucky to start my stock market investments near the peak of interest rates which allowed me to spend the majority of my adult life in a falling rate environment? Yup.