James Wang
@ajameswang.bsky.social
Writer of Weighty Thoughts. Deep tech investor at Creative Ventures. Ex-Bridgewater, ex-Google-X, deus ex machina.
weightythoughts.com
weightythoughts.com
My quick take on GPT-5 as well as some macro thoughts on how AI might change society (or not).
weightythoughts.com/p/three-macr...
weightythoughts.com/p/three-macr...
Three Macro Predictions on AI
And also a reaction to OpenAI's GPT-5 release
weightythoughts.com
August 9, 2025 at 3:42 PM
My quick take on GPT-5 as well as some macro thoughts on how AI might change society (or not).
weightythoughts.com/p/three-macr...
weightythoughts.com/p/three-macr...
Samsung went from selling dried fish and noodles to one of the two leading edge fabs and an electronics giant. The US’s restrictive policies are effectively implementing industrial policy to help Huawei follow the same path.
t.co/Ajq3AOogfW
t.co/Ajq3AOogfW
https://weightythoughts.com/p/the-us-should-run-faster-on-ai-instead
t.co
July 26, 2025 at 2:36 PM
Samsung went from selling dried fish and noodles to one of the two leading edge fabs and an electronics giant. The US’s restrictive policies are effectively implementing industrial policy to help Huawei follow the same path.
t.co/Ajq3AOogfW
t.co/Ajq3AOogfW
Not all data is equal in AI—and especially not in self-driving cars at this stage. What is needed to push them to the next level? Read, watch, or listen to my interview with Brandon Basso, Senior Director of Simulation at Cruise.
weightythoughts.com/p/from-simul...
weightythoughts.com/p/from-simul...
🚗 From Simulation to Street—Self-Driving Cars 💨
Inside the challenges and breakthroughs of autonomous vehicles with Brandon Basso
weightythoughts.com
June 20, 2025 at 3:39 PM
Not all data is equal in AI—and especially not in self-driving cars at this stage. What is needed to push them to the next level? Read, watch, or listen to my interview with Brandon Basso, Senior Director of Simulation at Cruise.
weightythoughts.com/p/from-simul...
weightythoughts.com/p/from-simul...
Operation Spiderweb (Ukraine’s attack inside Russia, using mass drones) has world-changing implications for AI in defense and deep tech investing
"There are decades where nothing happens, and there are weeks where decades happen." Decades just happened.
weightythoughts.com/p/ai-is-over...
"There are decades where nothing happens, and there are weeks where decades happen." Decades just happened.
weightythoughts.com/p/ai-is-over...
AI is Overturning the Military World Order
Operation Spiderweb, Implications, and Impacts on Deep Tech Investing
weightythoughts.com
June 4, 2025 at 5:53 PM
Operation Spiderweb (Ukraine’s attack inside Russia, using mass drones) has world-changing implications for AI in defense and deep tech investing
"There are decades where nothing happens, and there are weeks where decades happen." Decades just happened.
weightythoughts.com/p/ai-is-over...
"There are decades where nothing happens, and there are weeks where decades happen." Decades just happened.
weightythoughts.com/p/ai-is-over...
Great podcast on Ready, Set, Startup with Brandon Reed on Deep Tech and founders. Check it out below!
May 20, 2025 at 6:19 PM
Great podcast on Ready, Set, Startup with Brandon Reed on Deep Tech and founders. Check it out below!
Where will LLMs be most helpful? My favorite framework is to think of oracles.
weightythoughts.com/p/what-llms-...
weightythoughts.com/p/what-llms-...
What LLMs Will Do To Jobs: All You Need is an Oracle
LLMs are Mainly Tools That Enhance Experts
weightythoughts.com
April 22, 2025 at 10:36 PM
Where will LLMs be most helpful? My favorite framework is to think of oracles.
weightythoughts.com/p/what-llms-...
weightythoughts.com/p/what-llms-...
Take a break from the tariff show and learn about how foundational model companies can survive/win, from someone who constantly says they’re doomed—me, lol!
weightythoughts.com/p/ais-endgam...
weightythoughts.com/p/ais-endgam...
AI's Endgame (How Foundational Model Companies Can “Win”)
Playing monopoly in 2025
weightythoughts.com
April 10, 2025 at 3:47 PM
Take a break from the tariff show and learn about how foundational model companies can survive/win, from someone who constantly says they’re doomed—me, lol!
weightythoughts.com/p/ais-endgam...
weightythoughts.com/p/ais-endgam...
While out at SXSW, let’s do a repost from January. I talk about DeepSeek, agentic AI like Manus… and wait, that’s all recent news!? This stuff has been predictable if you pay attention.
weightythoughts.com/p/what-matte...
weightythoughts.com/p/what-matte...
What Mattered in GenAI in 2024
Despite the Noise, The Big Narratives from January are Still the Big Narratives
weightythoughts.com
March 12, 2025 at 2:12 PM
While out at SXSW, let’s do a repost from January. I talk about DeepSeek, agentic AI like Manus… and wait, that’s all recent news!? This stuff has been predictable if you pay attention.
weightythoughts.com/p/what-matte...
weightythoughts.com/p/what-matte...
Why is the venture market frozen? It's a bit annoying to need to write this post, but so it is.
newsletter.creativeventures.vc/p/were-all-s...
newsletter.creativeventures.vc/p/were-all-s...
We're all Special Situations Funds Now
Observing (and marking) venture portfolios honestly—and an analogy to Japan's Lost Decades
newsletter.creativeventures.vc
February 21, 2025 at 4:29 PM
Why is the venture market frozen? It's a bit annoying to need to write this post, but so it is.
newsletter.creativeventures.vc/p/were-all-s...
newsletter.creativeventures.vc/p/were-all-s...
How does AI play into helping law firms be more efficient? Can they even do so with all of the high-profile failures in it? I spoke with Devansh from AI Made Simple and IQIDIS on this exact topic.
weightythoughts.com/p/how-will-a...
weightythoughts.com/p/how-will-a...
How Will AI Impact Law Firms?
An interview with Devansh from Artificial Intelligence Made Simple
weightythoughts.com
February 8, 2025 at 3:51 PM
How does AI play into helping law firms be more efficient? Can they even do so with all of the high-profile failures in it? I spoke with Devansh from AI Made Simple and IQIDIS on this exact topic.
weightythoughts.com/p/how-will-a...
weightythoughts.com/p/how-will-a...
Market action from DeepSeek doesn't make much sense, but US equity markets are still overpriced relative to history
weightythoughts.com/p/does-deeps...
weightythoughts.com/p/does-deeps...
Does DeepSeek Wiping out $1T of Market Value Make Sense?
No, but yes—a micro and macro view
weightythoughts.com
February 2, 2025 at 5:12 PM
Market action from DeepSeek doesn't make much sense, but US equity markets are still overpriced relative to history
weightythoughts.com/p/does-deeps...
weightythoughts.com/p/does-deeps...
Has DeepSeek changed everything? No, the fundamentals still are the same, and the winners and losers don’t look different to me still—and it isn’t DeepSeek or OpenAI
weightythoughts.com/p/whos-winni...
weightythoughts.com/p/whos-winni...
Who’s Winning the AI War: 2025 (DeepSeek?) Edition
Same fundamentals, new unhinged vibes
weightythoughts.com
January 28, 2025 at 3:00 PM
Has DeepSeek changed everything? No, the fundamentals still are the same, and the winners and losers don’t look different to me still—and it isn’t DeepSeek or OpenAI
weightythoughts.com/p/whos-winni...
weightythoughts.com/p/whos-winni...
Curious about how AI will be used in hedge funds and high finance? My wide-ranging conversation with @acampbell.bsky.social, former head of commodities at Bridgewater and founder of Rose AI goes into it!
weightythoughts.com/p/ai-in-hedg...
weightythoughts.com/p/ai-in-hedg...
AI in Hedge Funds and High Finance
Talking about the future of AI in finance with Alex Campbell
weightythoughts.com
January 24, 2025 at 7:14 PM
Curious about how AI will be used in hedge funds and high finance? My wide-ranging conversation with @acampbell.bsky.social, former head of commodities at Bridgewater and founder of Rose AI goes into it!
weightythoughts.com/p/ai-in-hedg...
weightythoughts.com/p/ai-in-hedg...
AI benchmarks are basically horse race polls
January 23, 2025 at 5:49 PM
AI benchmarks are basically horse race polls
Great interview with Jeffrey on the Deep Wealth Podcast about AI, the future, and what business owners should pay attention to in thinking about the future (vs. the hype)
podcast.deepwealth.com/venture-capi...
podcast.deepwealth.com/venture-capi...
Venture Capitalist James Wang On What You Need To Know About Deep Tech And AI Today To Propser Tomorrow (#366)
Send us a text “Enjoy the so-called struggles which are opportunities in disguise.” - James Wang James Wang, a general partner at Creative Ventures, a deep tech ven…
podcast.deepwealth.com
January 20, 2025 at 7:23 PM
Great interview with Jeffrey on the Deep Wealth Podcast about AI, the future, and what business owners should pay attention to in thinking about the future (vs. the hype)
podcast.deepwealth.com/venture-capi...
podcast.deepwealth.com/venture-capi...
AI reasoning—what is it exactly and why does it matter? There's already been a lot of technical coverage, but less "so what?" I explain that a bit more here:
weightythoughts.com/p/ai-reasoni...
weightythoughts.com/p/ai-reasoni...
AI Reasoning—What is It?
The Significant Implications of Test-Time Compute
weightythoughts.com
January 18, 2025 at 9:26 PM
AI reasoning—what is it exactly and why does it matter? There's already been a lot of technical coverage, but less "so what?" I explain that a bit more here:
weightythoughts.com/p/ai-reasoni...
weightythoughts.com/p/ai-reasoni...
Should I actually do a post on the new Biden EO? Not to be flippant, but what’s the point?
It’s an EO from an outgoing admin asking for mandates that might or might not withstand judicial scrutiny… assuming it isn’t just reversed instantly in the new admin
It’s an EO from an outgoing admin asking for mandates that might or might not withstand judicial scrutiny… assuming it isn’t just reversed instantly in the new admin
January 14, 2025 at 8:07 PM
Should I actually do a post on the new Biden EO? Not to be flippant, but what’s the point?
It’s an EO from an outgoing admin asking for mandates that might or might not withstand judicial scrutiny… assuming it isn’t just reversed instantly in the new admin
It’s an EO from an outgoing admin asking for mandates that might or might not withstand judicial scrutiny… assuming it isn’t just reversed instantly in the new admin
This seems pretty fun and one of the reasons I keep computers with fairly beefy GPUs to run things these days.
You know, I used to use these kinds of setups to play games once-upon-lifetime-ago.
reddit.com/r/LocalLLaMA…
You know, I used to use these kinds of setups to play games once-upon-lifetime-ago.
reddit.com/r/LocalLLaMA…
January 10, 2025 at 5:29 AM
This seems pretty fun and one of the reasons I keep computers with fairly beefy GPUs to run things these days.
You know, I used to use these kinds of setups to play games once-upon-lifetime-ago.
reddit.com/r/LocalLLaMA…
You know, I used to use these kinds of setups to play games once-upon-lifetime-ago.
reddit.com/r/LocalLLaMA…
Did 2024 AI news feel overwhelming? I have a guest post in @aisupremacy.bsky.social this morning going through the most important topics of the year. Definitely check it out!
www.ai-supremacy.com/p/what-matt...
www.ai-supremacy.com/p/what-matt...
What Mattered in GenAI in 2024
The Big Narratives that Matter Going Forward
www.ai-supremacy.com
January 7, 2025 at 4:31 PM
Did 2024 AI news feel overwhelming? I have a guest post in @aisupremacy.bsky.social this morning going through the most important topics of the year. Definitely check it out!
www.ai-supremacy.com/p/what-matt...
www.ai-supremacy.com/p/what-matt...
What does AI look like in areas like electronics engineering? As it turns out, it looks like going from 6 weeks to 600 seconds—but that doesn’t mean that humans are less necessary.
My interview with the cofounder/ceo of CircuitMind, here!
weightythoughts.com/p/from-6-we...
My interview with the cofounder/ceo of CircuitMind, here!
weightythoughts.com/p/from-6-we...
From 6 Weeks to 600 Seconds (or Less)
The revolutionary potential of utilizing AI for electronic hardware design
weightythoughts.com
December 30, 2024 at 4:48 PM
What does AI look like in areas like electronics engineering? As it turns out, it looks like going from 6 weeks to 600 seconds—but that doesn’t mean that humans are less necessary.
My interview with the cofounder/ceo of CircuitMind, here!
weightythoughts.com/p/from-6-we...
My interview with the cofounder/ceo of CircuitMind, here!
weightythoughts.com/p/from-6-we...
If people don’t read what you write, isn’t it a judgment on you? After all, people read for your unique voice, editorial judgment, and trust in what you say.
Some holiday musings on the nature of originality, insecurities, and community in writing
weightythoughts.com/p/writing-or...
Some holiday musings on the nature of originality, insecurities, and community in writing
weightythoughts.com/p/writing-or...
Writing, Originality, and Why Does Anyone Care What I Write About?
Musings, Insecurities, and Thoughts on Writing a Book (or Substack)
weightythoughts.com
December 23, 2024 at 4:15 PM
If people don’t read what you write, isn’t it a judgment on you? After all, people read for your unique voice, editorial judgment, and trust in what you say.
Some holiday musings on the nature of originality, insecurities, and community in writing
weightythoughts.com/p/writing-or...
Some holiday musings on the nature of originality, insecurities, and community in writing
weightythoughts.com/p/writing-or...
Does anyone else feel that this is a not-so-quiet holiday season?
December 22, 2024 at 10:13 PM
Does anyone else feel that this is a not-so-quiet holiday season?
Moore’s law wasnt a natural law—the reality was it took a ton of creativity and effort from engineers. The same is true of AI, despite the focus on mass compute.
This is often surprising to people looking in from the outside.
weightythoughts.com/p/scaling-i...
This is often surprising to people looking in from the outside.
weightythoughts.com/p/scaling-i...
December 19, 2024 at 3:35 PM
Moore’s law wasnt a natural law—the reality was it took a ton of creativity and effort from engineers. The same is true of AI, despite the focus on mass compute.
This is often surprising to people looking in from the outside.
weightythoughts.com/p/scaling-i...
This is often surprising to people looking in from the outside.
weightythoughts.com/p/scaling-i...
In light of @firstadopter.bsky.social’s great book release, The NVIDIA Way, which I’m still making my way through, worth revisiting why CUDA is annoying to displace from personal anecdote (and, sure, analysis and stuff)
weightythoughts.com/p/cuda-is-st...
weightythoughts.com/p/cuda-is-st...
CUDA is Still a Giant Moat for NVIDIA
Despite everyone’s focus on hardware, the software of AI is what protects NVIDIA
weightythoughts.com
December 15, 2024 at 5:09 PM
In light of @firstadopter.bsky.social’s great book release, The NVIDIA Way, which I’m still making my way through, worth revisiting why CUDA is annoying to displace from personal anecdote (and, sure, analysis and stuff)
weightythoughts.com/p/cuda-is-st...
weightythoughts.com/p/cuda-is-st...
"You are essentially taking a risk on behalf of your patients. And that's not something that comes easily and for very good reasons."
- quote from Dr. Joshua Reicher (Stanford radiologist & former Google AI researcher) about new tech adoption in medicine
weightythoughts.com/p/ais-futur...
- quote from Dr. Joshua Reicher (Stanford radiologist & former Google AI researcher) about new tech adoption in medicine
weightythoughts.com/p/ais-futur...
December 12, 2024 at 5:02 PM
"You are essentially taking a risk on behalf of your patients. And that's not something that comes easily and for very good reasons."
- quote from Dr. Joshua Reicher (Stanford radiologist & former Google AI researcher) about new tech adoption in medicine
weightythoughts.com/p/ais-futur...
- quote from Dr. Joshua Reicher (Stanford radiologist & former Google AI researcher) about new tech adoption in medicine
weightythoughts.com/p/ais-futur...