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BREAKING: Shaun Maguire (@shaunmmaguire) of Sequoia Returns
We cover
- AI vs Humans: Vlad Tenev's Mathematical Superintelligence @HarmonicMath
- Physics, UAPs, & the limits of human understanding
X Exclusive: KGB psyops & information warfare
Shaun explains @sequoia's investment in Harmonic, the Math Superintelligence company co-founded by Robinhood ( $HOOD) CEO @vladtenev + Tudor Achim, & why math + reinforcement learning may unlock the next major breakthrough in artificial intelligence.
Harmonic uses a differentiated strategy using Lean, formalized proofs, & RL to train AI systems that reason rigorously about math, outperforming far larger labs with a fraction of the spend.. & of course, humans.
Highlights:
(00:00) Shaun Maguire, Partner at Sequoia Capital
(01:26) How Sequoia ended up investing in Harmonic
(06:52) Is time travel actually possible?
(08:39) Why the speed of light and physical laws are often misunderstood
(11:43) Vacuum energy, virtual particles, & the Casimir effect
(14:09) Why “laws of physics” are averages, not absolutes
(15:57) Palmer Luckey on invisibility cloaks, UAPs, & aliens
(18:46) X Exclusive: KGB psyops & Cold War tactics
(20:47) The Pope Pius XII story
(22:51) How framing & fake archives shaped propaganda in the 1940s
(28:09) KGB playbook: division as strategy
(31:34) Socialism: Venezuela vs NYC
(34:57) The cost of speaking out
(36:41) Investing in X, @elonmusk & the debate over free speech
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