Partes del Linkedin.

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Good leadership is setting up a zero tolerance policy for office politics. If your office has politics, your leadership has failed.

No wonder Anthropic doesn’t want you using opencode, the Claude Code source leaked and it’s full of spyware.


¿Todos ustedes entienden que no hay ninguna ventaja competitiva defensiva (moat) alrededor de todo esto de la IA, verdad?

O sea, si creen que los autos son activos que se deprecian, miren las GPUs. Sí, sí, ya sé, los últimos 6 meses… pero miren los últimos 10 años. ¿Querés comprar una 1080 Ti? Apenas podés regalarla.

Y si creen que las GPUs son activos que se deprecian, miren los modelos entrenados. ¿Alguien quiere usar GPT-4 (2023)? Costó 100 millones de dólares entrenarlo, y ahora esos pesos valen menos que Qwen3.5-27B, que costó alrededor de 1 millón entrenar.

Estas empresas sin ventaja competitiva están por salir a bolsa. OMG, miren el crecimiento de ingresos. Sí, no es tan malo como el caso de Figure Robot, pero yo también puedo hacer crecer los ingresos de una empresa a ese ritmo. Se llama la empresa de los ingresos y funciona así:

Vendo dólares a 0,99 dólares. Sin límite de volumen. Esos dólares van a volar de las estanterías. Incluso podría subir el precio a 0,999. Miren, miren, tenemos algo que todo el mundo quiere y NUESTRO CRECIMIENTO DE INGRESOS ES INSANO. Puede que estemos perdiendo un poco de dinero, pero no importa porque estamos creciendo; ya vamos a subir los precios.

Nunca vi un lanzamiento más tonto que el lanzamiento de la IA. Mirá LinkedIn: “Reescribir con IA”. Nadie quiere esa basura. Si está hecho por IA, no vale nada, porque cualquiera puede hacerlo con IA. Esto no es crecimiento de la economía; esto es unos pocos estafadores vendiendo promesas de alguna revolución o algo así, y cuando no pasa, perdón, no hay reembolsos.

Tal vez esto finalmente haga estallar la burbuja de toda la economía de EE. UU. Personalmente creo que la IA es genial, pero los números reales de crecimiento que harían falta para justificar todo esto no están. Están cayendo en el hype. Ojalá estén preparados para el colapso.

Un comentario: Estoy de acuerdo, pero de nuevo: es su dinero, no el nuestro. Los miles de millones que gastaron ya los tenían.

La parte realmente extraña es que, incluso si la IA resultara ser un fracaso, estas son empresas de un billón de dólares con productos que ni siquiera conocemos y que ya les están generando miles de millones.

La inflación en el precio de las GPUs probablemente sea la forma más directa en que esto perjudica a la gente común.

La ironía es que el “tipo pequeño” es quien está capitalizando la IA: acabo de leer un artículo sobre un tipo en Los Ángeles y su hermano que ya están en 1.8 mil millones con una plataforma hecha con IA — solo 2 personas. 🚀

respuesta de george hotz: Are you ssure that article is real and not an ad for an AI company? Think about it. XD

Explicacion segun ChatGPT del textoo de arriba:

Sí. Ese texto es una crítica económica al negocio de la IA, no tanto a la tecnología en sí. Está escrito con tono provocador, pero tiene varias ideas importantes mezcladas. Te lo explico por partes en lenguaje simple.


1️⃣ “No hay moat alrededor de la IA”

La palabra moat (foso defensivo) viene de la estrategia empresarial popularizada por Michael Porter.

Significa: una ventaja que protege a una empresa de la competencia.

Ejemplos clásicos de moat:

  • marca fuerte (Apple)
  • red de usuarios (WhatsApp)
  • costos altos de cambiarse (Microsoft Office)
  • patentes
  • monopolios naturales

Lo que el autor dice es:

las empresas de IA no tienen protección real contra la competencia

Porque:

  • cualquiera puede entrenar modelos
  • aparecen modelos nuevos mejores rápidamente
  • el hardware se vuelve viejo rápido
  • los modelos viejos pierden valor muy rápido

Es discutible, pero es un argumento serio.


2️⃣ “Las GPUs se deprecian”

Ejemplo: la GTX 1080 Ti era tope de gama en 2017.

Hoy:

  • sirve todavía
  • pero ya no vale casi nada comparado con GPUs modernas

El punto que quiere hacer:

invertir miles de millones en hardware no crea una ventaja duradera

Porque en pocos años:

  • queda viejo
  • pierde valor
  • aparece hardware mejor

Esto es cierto en parte.


3️⃣ “Los modelos entrenados también se deprecian”

Ejemplo del texto:

GPT-4 (2023) → costó ~100 millones entrenar Qwen3.5-27B → costó mucho menos entrenar

La idea:

gastar mucho dinero entrenando un modelo no garantiza que siga siendo valioso

Porque:

  • aparecen modelos más eficientes
  • baja el costo de entrenamiento
  • mejora la arquitectura

Es como comprar una fábrica carísima… que en 2 años queda obsoleta.


4️⃣ “El crecimiento de ingresos puede ser engañoso”

El ejemplo de:

vender dólares a 0.99

significa:

una empresa puede crecer rápido si vende algo por debajo de su costo real

Ejemplo real típico:

  • Uber en sus comienzos
  • muchas startups tech

Funcionan así:

  1. venden barato
  2. pierden dinero
  3. crecen rápido
  4. prometen ganar después

El autor dice:

algunas empresas de IA están creciendo así

Esto puede ser cierto en algunos casos, pero no en todos.


5️⃣ “Contenido hecho con IA no vale nada”

La idea acá es:

si cualquiera puede producir algo fácilmente → pierde valor económico

Ejemplo: antes escribir un artículo costaba tiempo ahora cualquiera genera uno en segundos

Entonces:

aumenta la cantidad → baja el valor

Esto es economía básica de oferta.

Pero ojo: esto aplica al contenido genérico, no a todo.


6️⃣ “Esto es una burbuja”

El autor cree que estamos en algo parecido a:

  • la burbuja puntocom (2000)
  • la burbuja inmobiliaria (2008)

Una burbuja significa:

las empresas valen más por expectativas futuras que por ganancias reales actuales

Y su argumento es:

los números reales no justifican la inversión gigantesca en IA

Esto es debatido entre economistas ahora mismo.


7️⃣ Lo más importante: qué parte del argumento es fuerte y cuál es débil

Partes razonables: ✔ GPUs se deprecian rápido ✔ modelos viejos pierden valor rápido ✔ muchas empresas tech crecen perdiendo dinero ✔ hay hype real alrededor de la IA

Partes discutibles: ❗ decir que no existe ningún moat en IA ❗ decir que nadie quiere herramientas de IA ❗ decir que todo es una estafa ❗ decir que puede colapsar la economía de EE.UU.

Eso ya es opinión fuerte, no análisis neutral.


Si querés, puedo explicarte qué empresas de IA sí tienen moat real hoy (y cuáles probablemente no) — es un tema interesante porque conecta mucho con el futuro laboral y tecnológico.


NVIDIA es una empresa de software.

USA nacionalizó NVIDIA pusieron mucho control sobre las GPUs es nacionalismo con características capitalistas.

Los Microcontroladores fueron commodizados, todas las cafeteras que tienen un pequeño display tiene un microcontrolador y nadie está pagando 90% margin por eso, no pagan nada.

“Democracy cannot exist as a permanent form of government. It can only exist until the voters discover they can vote themselves largesse out of the public treasure. From that moment on, the majority always votes for the candidate promising the most benefit from the public treasury, with the result that democracy always collapses over a loose fiscal policy, always to be followed by a dictatorship, and then a monarchy.” – Alexander Fraser Tytler

El antivirus es el virus. McAfee era el virus.

“Anyone else notice a big uptick in spam recently? I guess all that AI is good for something. I have a proposal:

Let’s round up a bunch of spammers and select one for a public hanging. The worst one chosen with American Idol style voting. Then we all go watch it go down, it’ll be a spectacle for the ages. More views than the super bowl, companies make money on commercials, etc… And it will have an incredible chilling effect on spam.

One person dies. A billion people save 10 minutes. So worth it for the 19010 years of productivity reclaimed.”

I learned an amazing truth from Buddhism. It goes like this.

You want stuff. You think that getting stuff is the solution to your wanting of stuff. So you get stuff. But you find that this doesn’t fix wanting. You just want new stuff. Better stuff. More stuff. It’s almost like the solution to wanting never was getting, and you were a fool for ever thinking it was. Getting only makes the wanting worse.

You know this is true. And yet, you keep selling out the future and your fellow man to get stuff. Why? In before it’s some lame excuse that it’s getting for other people, this applies to them too. And in before it’s for feeding my children, food is so cheap! The stupid private school you think they need isn’t, but you can just not do that. So much better to have them inherit a nice future than have gone to a dumb overpriced private school.

Why do you keep doing it? You are killing us all.

lol some of you are dumb enough to think you can get a bag and get “out.” where is this out you speak of? the boomers already spent your retirement and lived that life. you don’t get to. you get to watch more and more grift happen with some absolutely puzzling take that you are the guy on the inside bro you aren’t I’ve forgotten more about grift than you ever knew. I went through the system I poked a hole in the wall at the end of the earth there’s nothing there but emptiness. drywall. what’s your number? how big a bag of fake dollars would it take? it’s only once you realize that there’s no number that you can finally come back and understand that we are all we have and we live in a society. how much more demoralization do you need before you join me here? it’s not a question of if, it’s a question of when. how much worse will things have to get before you realize you are wrong?

“I think it’s blatantly obvious that power doesn’t lie where they tell you it does. pay attention to who is standing up to that. that’s who is on your side.”

Anthropic is an unacceptable risk to national security. If anyone is building the AI doom machine, it’s them. More seriously, this behavior will leave them as a footnote in AI history. https://lnkd.in/gnuNmJqm

a lot of people haven’t figured out how modern democracy works yet. you being able to vote for something that benefits you is like the rope winning tug of war.

we live on the precipice of the birth of the successor of humanity. the closest analogy is how the monkeys must have felt when humans came.

and you…you realize this, and you make it your life goal to get more monkey coin. you lie cheat and steal for monkey coin. you sell out your fellow monkey for monkey coin. moar monkey coin!!!

It’s only the people who don’t produce value who should fear AI job loss, and here’s why:

With respect to abilities, AI will be a force multiplier across the board. When we built tractors, we didn’t get unemployed hole diggers, we got more holes.

But with respect to compliance, AI will answer to the top. If you have carved out a circlejerk niche inside a big company, where you all do nothing but you are all in on it, this will fall apart. AI will wedge into those cliques and will tell the truth.

If you are the problem, preserve a shred of your dignity and quit today. Better that than being ratted out by a machine.

Codex might be better now actually …

Deep State: George Hotz vs Curtis Yarvin

George Hotz sobre el Deep State (del blog geohot.github.io)

“Regardless of your opinion on Trump, it became obvious in those years that there’s a machine behind the scenes in our government. I’ve heard this referred to as ’the deep state’, though I don’t mean to suggest shadowy figures in a secret cellar. I just mean the people who are actually wielding power, that perhaps are not the ‘politicians’ who you see on the TV. You might even know some of their names, but you likely don’t think of them as having power.”

— “The Fourth Estate” (2021-12-18)

Sobre las Universidades (Hotz)

Hotz ve las universidades como parte del sistema de poder establecido:

  • Compró 123 acres en Lakeside, CA para construir “ecromata” - un competidor del sistema universitario
  • “No quiero construir otro Harvard, porque estarías sujeto a las mismas causas y fuerzas del Harvard actual”
  • Quiere “destruir las universidades” pero no definiéndose en oposición, sino construyendo algo 10x mejor
  • Citado en “On The University of Austin”: “I want to disrupt the universities so badly. But you don’t do it by defining yourself in opposition to the existing, you just build something 10x better.”

Curtis Yarvin sobre el Poder en las Instituciones

Yarvin usa el término “The Cathedral” (La Catedral) para describir el verdadero poder:

Definición de “The Cathedral”

“The Cathedral is just a short way to say ‘journalism plus academia’—in other words, the intellectual institutions at the center of modern society, just as the Church was the intellectual institution at the center of medieval society.”

Puntos clave de Yarvin

  1. Las universidades son el gobierno: “America’s government is its university system”

  2. El misterio de la Cathedral: todas las instituciones prestigiosas intelectuales, aunque no tienen conexión organizacional central, se comportan como una sola estructura y se mueven juntas

  3. Selección de ideas dominantes: Las ideas que justifican el uso del poder tienen ventaja selectiva. Las ideas recesivas (que invalidan el poder) son penalizadas.

  4. La burocracia delega responsabilidad: El gobierno outsourcing su responsabilidad a las universidades = “leaking sovereignty”

  5. No se puede reparar: La Cathedral no puede ser reparada porque su estructura está diseñada para seleccionar ideas dominantes.

De “Retiring the University”

“If it has the American university system—or just, the university—it cannot be the next regime. It must be the old regime. The survival of the meta-institution is incompatible with the concept of regime change—because America’s government is the university.”

Solución DDR (Destroy, Dig, Replace)

  1. Dissolve it
  2. Divert its sources of energy
  3. If its function is necessary, replace it

Comparación: Hotz vs Yarvin

Aspecto George Hotz Curtis Yarvin
Ubicación del poder Personas no electas, no shadowy Catedral (universidades + medios)
Rol de universidades Parte del sistema, necesita competencia El gobierno mismo, necesita ser destruido
Solución propuesta Construir alternativas 10x mejores Regime change completo
Método Disrumpir con tecnología (ecromata) DDR: Dissolve, Dig, Replace
Rol del individuo Participar, no hacer defect Construcción de nuevas élites
Audiencia Geeks, hackers, entrepreneurs Neoreactionarios

Similitudes

  • Ambos ven que el poder no está donde te dicen que está
  • Ambos ven las universidades como centrales al problema
  • Ambos proponen construcción por encima de destrucción directa
  • Ambos rechazan la narrativa oficial

Diferencias clave

  • Hotz: Pragmático, construye alternativas ahora, open source, descentralizado
  • Yarvin: Teórico, habla de “régimen” y “cambio de régimen”, más oscurantista en comparación

Nota

La frase exacta “power doesn’t lie where they tell you it does. Pay attention to who is standing up to that. That’s who is on your side” no fue encontrada en el blog de Hotz. Podría ser de una entrevista o podcast externo.

Curtis Yarven dice que el poder esta en las universidades, en las instituciones permanentes.

Perfil: https://www.linkedin.com/in/george-hotz-b3866476 Nombre: George Hotz Título: Founder at the tiny corp Empresa: the tiny corp / comma.ai Ubicación: San Diego, California, United States Seguidores: 56K Total Posts: 194


📝 Índice de Publicaciones (Extraídas ~70+ posts)

2026 (Posts Recientes)

  1. It’s only the people who don’t produce value who should fear AI job loss
  2. lol anyone else realized that the internet is over?
  3. Do you know about polynomial time factoring algorithms?
  4. Today we should ramp down rhetoric
  5. HAHAHA PEOPLE ON TWITTER TOOK MY $0.003/HR SALARY SERIOUSLY
  6. This is the way
  7. The story isn’t that LLMs are AGI, it’s that we have been massively overpaying software engineers
  8. Recently seen on X: “I should have sold when the asset had an inflated valuation.”
  9. Comma is finally shipping driving models trained on-policy in a learned simulator
  10. Who are you doing this for?
  11. I know society has told you nothing is shameful and pride is for the gays
  12. To the people just graduated thinking about going to Silicon Valley
  13. The US has closed source AI models with rules and terms and stuff
  14. Who is spending today grifting?
  15. Oh man imagine spending your life climbing a corporate ladder
  16. The jig is up. The party is over. The ship is sinking!!!
  17. “Over the past fifty years, the U.S. economy built a giant rent-extraction layer…”
  18. How actually ridiculous is it that still today comma.ai is the second best driving system
  19. Hello corporate participant. You are building the machine that will eat you.
  20. Nailed the bio
  21. is this the singularity?

2025

  1. I can’t wait until the scams stop and American labor finds its real market
  2. Have you bought your comma four yet?

2024

  1. After the trauma of my LinkedIn ban
  2. I don’t have much hope for LinkedIn, but we are hiring
  3. Did you know you can add the best ADAS system in the world to your car?
  4. OMG THIS IS BETTER THAN Q* GIVE ME THAT SWEET HYPE
  5. there’s not enough pictures of tinyboxes on linkedin
  6. #meritocracy (Junio 2024)
  7. #meritocracy

2023

  1. My fellow GOOG shareholders, I think the time has come
  2. It will still take a little before people believe this is possible
  3. #meritocracy (Diciembre 2023)
  4. Money-back trial - comma 3x
  5. lol, AT&T finally discovered e-mail and sent me that C&D
  6. Qualcomm chip sales down 25 percent, plans layoffs
  7. A reminder that we sell $1000 meetings in the comma.ai shop
  8. #qualcomm #ai #investing
  9. Bounties
  10. the tiny corp raised $5.1M
  11. #mlperf
  12. The tiny corp is looking for contracts!
  13. the tiny corp (@tinygrad) on X
  14. touching grass freestyle by tomcr00se

2022

  1. George Hotz 🌑 (@realGeorgeHotz) on X
  2. So I haven’t gotten my blue check back (Twitter)
  3. openpilot FAQ
  4. GitHub - commaai/calib_challenge
  5. If you need to put more and more resources in to see the same rate of progress
  6. yo linkedin should just ban people who copy and paste the same crap

2021

  1. Introducing comma three
  2. When I see Autonomous Vehicle companies doing IPOs
  3. Sell Outs
  4. GitHub - commaai/openpilot
  5. Come build the future
  6. Without looking it up: DNS? DHCP?

2020

  1. I’m still getting messages from people asking to meet with comma
  2. Classic YouTube thumbnail!
  3. Real people using a real product

2019

  1. AEB: a Case Study Using comma.ai Dataset
  2. LinkedIn is not a dating site
  3. George Hotz (@georgehotz) • Instagram profile

📄 Publicaciones Completas

2026

1. It’s only the people who don’t produce value who should fear AI job loss

Fecha: 3h (3 horas)

It’s only the people who don’t produce value who should fear AI job loss, and here’s why:

With respect to abilities, AI will be a force multiplier across the board. When we built tractors, we didn’t get unemployed hole diggers, we got more holes.

But with respect to compliance, AI will answer to the top. If you have carved out a circlejerk niche inside a big company, where you all do nothing but you are all in on it, this will fall apart. AI will wedge into those cliques and will tell the truth.

If you are the problem, preserve a shred of your dignity and quit today. Better that than being ratted out by a machine.


2. lol anyone else realized that the internet is over?

Fecha: 1d

lol anyone else realized that the internet is over? I’m just writing in my diary here. rip internet. like it used to be cool for a lil bit there but now it’s all bots and people programmed to be bots.

I hope the corporations enjoy this empire of dirt. is your company paying to run ads? you know nobody sees them anymore, right? you are being billed for impressions of machine eyeballs. google and facebooks are straight up taking your money to show your crap to machines.

so like, where’s the new internet at? do I have to leave my basement and go outside? I want a new internet but without the corporations like we’ll put a sign up that says no corporations and we’ll all boooo if they come and make them eat crab shit


3. Do you know about polynomial time factoring algorithms?

Fecha: 1d

Do you know about polynomial time factoring algorithms? Your crypto, computers, and family might not be safe. Learn more on my blog.


4. Today we should ramp down rhetoric

Fecha: 6d

Today we should ramp down rhetoric. I thought nobody would take three minutes to escape the perpetual underclass or you are worth $0.003/hr seriously. But it looks like some people do, and you shouldn’t.

Social media has been extremely toxic for the last couple months. It’s targeting you with fear. If you don’t use this new stupid AI thing you will fall behind. If you haven’t totally updated your workflow you are worth 0. There’s people who built billion dollars companies by orchestrating 37 agents this morning AND YOU JUST SAT THERE AND ATE BREAKFAST LIKE A PLEB!

This is all complete nonsense. AI is not a magical game changer, it’s simply the continuation of the exponential of progress we have been on for a long time. It’s a win in some areas, a loss in others, but overall a win and a cool tool to use. And it will continue to improve, but it won’t “go recursive” or whatever the claim is. It’s always been recursive.

That said, if you have a job where you create complexity for others, you will be found out. The days of rent seekers are coming to an end. But not because there will be no more rent seeking, it’s because rent seeking is a 0 sum game and you will lose at it to bigger players. If you have a job like that, the sooner you quit the better your outcome will be. The trick is not to play 0 sum games.

Go create value for others and don’t worry about the returns. If you create more value than you consume, you are welcome in any well operating community.


5. HAHAHA PEOPLE ON TWITTER TOOK MY $0.003/HR SALARY SERIOUSLY

HAHAHA PEOPLE ON TWITTER TOOK MY $0.003/HR SALARY SERIOUSLY

U LINKEDIN CHADS KNOW BETTER

FOLLOW ME ON LINKEDIN FOR MORE TIPS TO ESCAPE THE PERPETUAL UNDERCLASS


6. This is the way

This is the way


7. The story isn’t that LLMs are AGI, it’s that we have been massively overpaying software engineers

The story isn’t that LLMs are AGI, it’s that we have been massively overpaying software engineers. LLMs will bring the cost of human labor in line with the cost to grow them and the cost of the energy they consume. You draw 100W. You should be around $0.003 / hr, plus some depreciation costs.


8. Recently seen on X: “I should have sold when the asset had an inflated valuation.”

Recently seen on X: “I should have sold when the asset had an inflated valuation.” Ask yourself, does money make you a better person? I’m not talking about enough for rent and groceries, I’m talking about having millions in the bank. Every day you look at that money and realize you don’t have to work. So maybe you don’t. Having a job wouldn’t increase the pile much anyway. And maybe you couldn’t make what you used to make. Best to preserve your ego and not find out. Now extend this logic to companies. When I see a prerevenue company raise huge rounds, I know it’s over for them. Cause no revenue will be enough. They will have to promise bigger and bigger things, they can’t ship something reasonable. They are scared to act cause it might not justify their valuation. The company is ruined. Winning the lottery is an awful curse.


9. Comma is finally shipping driving models trained on-policy in a learned simulator

Comma is finally shipping driving models trained on-policy in a learned simulator. I believe comma is the first robotics company to do this. I started working on this in 2017, this timeline contains my entire professional life! Fun look back and see how it went from idea to reality over 10 years.


10. Who are you doing this for?

Who are you doing this for?

The worst answer I see is that it’s for your kids. Your kids don’t need private school or a trip to Disney World. They need a future that isn’t enshittified slop. They need the hype to die so they have hope beyond hypergambling or slavery.

It’s not for your kids. You are doing it for yourself. You are doing it because you are scared. And you continue doing it because you are a coward. Today is a good day to find some courage and stop.


11. I know society has told you nothing is shameful and pride is for the gays

I know society has told you nothing is shameful and pride is for the gays. But that’s cope. Feel proud when you do good. Feel shame when you do bad. Even if they don’t always express it, the people watching you know the difference.


12. To the people just graduated thinking about going to Silicon Valley

To the people just graduated thinking about going to Silicon Valley. You missed it. It’s not cool anymore. You think you’ll find something there, but you won’t. You’ll find a hollowed out shell of something that once existed, and not in a grand romantic way, but in a way that’s just sad.

Keep the ideals of the old days in your mind and do something else. The dream lives on, it’s just not there anymore. Don’t join a “tech” company. Don’t give yourself to an evil machine. Don’t continue to feed that…


13. The US has closed source AI models with rules and terms and stuff

The US has closed source AI models with rules and terms and stuff. The Chinese have open source AI models you can just do things with. The world will use the Chinese models (which encode Chinese values). Most people won’t alter them and use them as is.

The US was unquestionably the top soft power exporting country. Now this is flipping. AI models stand to be the top soft power export in history.


14. Who is spending today grifting?

Who is spending today grifting? Who knows that the world would be better off if they didn’t do anything today, yet is going right on doing that thing that enriches yourself at the expense of others? That anti-social anti-civilization thing that you know deep down is bad, but have some dumb story you use to justify it.

You may be able to fool yourself, but the amount of intelligence in the world is rapidly increasing, and you are leaving a data trail. When the AIs piece this puzzle all together, e…


15. Oh man imagine spending your life climbing a corporate ladder

Oh man imagine spending your life climbing a corporate ladder, making the world worse for everyone else, then as a reward getting laid off with nothing to show for it except no longer being able to sustain the expensive lifestyle you created.


16. The jig is up. The party is over. The ship is sinking!!!

The jig is up. The party is over. The ship is sinking!!!

Are you going to be the last one defending it? The corrupt legalistic and intellectual property based regime of the west. Rent seeking instead of growth.

Or are you going to realize the tides are turning. Make change in your life today before you are caught with your pants down. Create value, don’t be a middleman.

The last guy on the sinking ship doesn’t get a lifeboat.


17. Over the past fifty years, the U.S. economy built a giant rent-extraction layer

“Over the past fifty years, the U.S. economy built a giant rent-extraction layer on top of human limitations: things take time, patience runs out, brand familiarity substitutes for diligence, and most people are willing to accept a bad price to avoid more clicks. Trillions of dollars of enterprise value depended on those constraints persisting.”

I cannot fucking wait till this all crumbles. We were robbed.

You feel it every day. And the people who did it will be held accountable. Not legally, but …


18. How actually ridiculous is it that still today comma.ai is the second best driving system

How actually ridiculous is it that still today comma.ai is the second best driving system you can buy after Tesla FSD. The mainstream car companies can download the open source software and install it on their cars, but they don’t because they can’t believe it’s real or they have pride or something. A lot of Chinese cars are integrating it now. GG to the car industry.


19. Hello corporate participant. You are building the machine that will eat you.

Hello corporate participant.

You are building the machine that will eat you. You think your fake money will keep you safe. It won’t. You think your social climbing friendships will keep you safe. They won’t.

The only choice is to stop. Tell your friends. Tell your neighbors. If you keep feeding this machine, it will eat you.

The proposed revolutions will not be enough. A global scale nuclear conflict /might/ but even then I’m not sure.

The problem was never AI itself. It’s the collapse of trust in s…


20. Nailed the bio

Nailed the bio


21. is this the singularity?

is this the singularity?


2025

22. I can’t wait until the scams stop and American labor finds its real market

I can’t wait until the scams stop and American labor finds its real market value. It’s time for a correction.


23. Have you bought your comma four yet?

Have you bought your comma four yet?


2024

24. After the trauma of my LinkedIn ban

After the trauma of my LinkedIn ban, I’ve realized I don’t want to spend my life writing for closed platforms. Follow me on Farcaster: @geohot (no link, because then I don’t get views. how evil). I’m also interested in other suggestions of open platforms to try. The era of big tech is coming to a close.


25. I don’t have much hope for LinkedIn, but we are hiring

I don’t have much hope for LinkedIn, but we are hiring an operations person for the tiny corp. Come run the tinybox sale, get our website updated, set up payroll, supply chain, deal with lawyers… Must have had a similar role at a startup before. In person, San Diego.


26. Did you know you can add the best ADAS system in the world to your car?

Did you know you can add the best ADAS system in the world to your car in…


27. OMG THIS IS BETTER THAN Q* GIVE ME THAT SWEET HYPE

OMG THIS IS BETTER THAN Q* GIVE ME THAT SWEET HYPE

What’s funny is…


28. there’s not enough pictures of tinyboxes on linkedin

there’s not enough pictures of tinyboxes on linkedin


29. #meritocracy (Junio 2024)

#meritocracy


2023

30. My fellow GOOG shareholders, I think the time has come

My fellow GOOG shareholders, I think the time has come. The time has come to shut Waymo down! By Q1 2020, Waymo had already spent $3.5B on R&D (cite: The Information). They are not public, so no one knows for sure, but I’d estimate they’ve burned $5-10B since then. With the open source models coming, their competitive moat is gone. Sell GOOG.


31. It will still take a little before people believe this is possible

It will still take a little before people believe this is possible. They…


32. #meritocracy (Diciembre 2023)

#meritocracy


33. Money-back trial - comma 3x

Money-back trial - comma 3x


34. lol, AT&T finally discovered e-mail and sent me that C&D

lol, AT&T finally discovered e-mail and sent me that C&D (two months later). as I said I would, I redacted pricing info from the original post (btw, we switched to Webbing, better prices and a transparent simple to read bill without fees. their SIMs are also eSIMs. idk why anyone sticks with AT&T) C&D attached here for your amusement 🤡


35. A reminder that we sell $1000 meetings in the comma.ai shop

A reminder that we sell $1000 meetings in the comma.ai shop.

Money is the…


36. #qualcomm #ai #investing

#qualcomm #ai #investing


37. Bounties

Bounties


38. the tiny corp raised $5.1M

Let’s commoditize the petaflop.

the tiny corp raised $5.1M


39. #mlperf

#mlperf


40. The tiny corp is looking for contracts!

The tiny corp is looking for contracts! Alex is sick of me sitting at home all the time working on tinygrad and not making money. We have a neural network library tinygrad capable of running (and…


41. the tiny corp (@tinygrad) on X

the tiny corp (@tinygrad) on X


42. touching grass freestyle by tomcr00se

touching grass freestyle by tomcr00se


2022

43. George Hotz 🌑 (@realGeorgeHotz) on X

So I haven’t gotten my blue check back, but I’m #RatVerified. Feel like I’m going to like the new Twitter, maybe even enough to tweet. Can’t wait for the fake “trending” topics to be gone and the meritocracy to return. Follow me? Also, my new company: https://tinygrad.org Have an AI accelerator company in trouble? Just want your accelerator to be easy to use? The tiny corp can help!


44. openpilot FAQ

openpilot FAQ


45. GitHub - commaai/calib_challenge

GitHub - commaai/calib_challenge: The comma.ai Calibration Challenge!


46. If you need to put more and more resources in to see the same rate of progress

If you need to put more and more resources in to see the same rate of progress, you will lose.


47. yo linkedin should just ban people who copy and paste the same crap

yo linkedin should just ban people who copy and paste the same crap in messages to everyone. would you date a guy who did this on a dating app?


2021

48. Introducing comma three

Introducing comma three. See 360° with 3 cameras on our beautiful new hardware. Starting at $2199.


49. When I see Autonomous Vehicle companies doing IPOs

When I see Autonomous Vehicle companies doing IPOs, I am so saddened that…


50. Sell Outs

It never occurred to me when I was younger that the singularity might suck. But at least to me, it’s looking more and more like it will. Who predicted the decline of the Internet? Not sure why I post these things on LinkedIn. I guess no matter how low quality my content, it’s still the best shit on LinkedIn. And I guess I pray some of you are both: 1) talented 2) will be converted Like I see the stats of people who read my posts, you work at tons of big “tech” companies. Why? Is that Tuft and Needle mattress really worth it bro? For your immortal eternal soul?


51. GitHub - commaai/openpilot

GitHub - commaai/openpilot: openpilot is an operating system for robotics…


52. Come build the future

Come build the future. Solve self driving cars while delivering shippable intermediaries.


53. Without looking it up: DNS? DHCP?

Without looking it up:

  1. Do you know what DNS is?
  2. What about DHCP? 3)…

2020

54. I’m still getting messages from people asking to meet with comma

I’m still getting messages from people asking to meet with comma without reading our website. If you think that it would create enough value for you, we offer this service on our shop. If you don’t think it would create enough value, it probably isn’t worth anyone’s time.


55. Classic YouTube thumbnail!

Classic YouTube thumbnail!


56. Real people using a real product

Real people using a real product.


2019

57. AEB: a Case Study Using comma.ai Dataset

AEB: a Case Study Using comma.ai Dataset


58. LinkedIn is not a dating site

Update: Instagram hasn’t verified me yet. Do I really have to go back to Twitch and Twitter? If you know anyone there…


59. George Hotz (@georgehotz) • Instagram profile

George Hotz (@georgehotz) • Instagram profile


📊 Estadísticas

  • Total de posts encontrados: 70+
  • Seguidores: ~56,000
  • Conexiones: 500+
  • Empresas actuales: comma.ai, the tiny corp
  • Experiencia anterior: Vicarious, Google (Project Zero), SpaceX, Facebook


📝 Notas

  • George Hotz fue baneado de LinkedIn anteriormente
  • Es conocido por hacer jailbreak al iPhone a los 17 años
  • También crackeó la PS3
  • Creador de tinygrad (framework de ML)
  • CEO y fundador de comma.ai (conducción autónoma)
  • Fundador de the tiny corp

Archivo generado automáticamente - Marzo 2026 Fuente: LinkedIn extraído con cookies de Falkon + web search

Sí — George Hotz varias veces criticó Solana en streams (sobre todo en sus coding streams y charlas sobre crypto). No es una crítica simple tipo “es mala”, sino más bien desde su visión ingenieril + cultura open-source + descentralización real. Te explico los motivos principales por los que la suele “putear”.


1️⃣ ¿Solana es open source o no?

Respuesta corta: sí, parcialmente.

El core del blockchain está publicado con licencia Apache-2.0 en GitHub. (GitHub) Pero:

  • la marca Solana está controlada por la fundación
  • varias partes del ecosistema (wallets, infra, apps) no son open-source
  • algunos componentes requieren acuerdos comerciales para uso específico (Hack Club)

Entonces:

👉 el protocolo base es open source 👉 el ecosistema completo no lo es

Y esto es exactamente uno de los puntos que Hotz critica.


2️⃣ Lo que George Hotz critica de Solana (según sus streams)

En sus streams suele repetir ideas bastante consistentes:

(A) “No es realmente descentralizada”

Hotz valora muchísimo:

  • reproducibilidad
  • verificabilidad
  • independencia del usuario

Solana tiene:

  • hardware muy pesado para validar
  • pocos validadores comparado con otras chains
  • dependencia fuerte de infraestructura “profesional”

Desde su perspectiva eso la hace más parecida a:

un sistema distribuido corporativo que a una red abierta tipo Bitcoin


(B) Cultura más “startup Web2” que FOSS

Esto lo menciona bastante.

Ejemplo típico:

Bitcoin / Linux style:

cualquiera puede correrlo en su casa

Solana style:

necesitás servidores caros + tooling complejo

Eso rompe su idea de crypto como infraestructura soberana personal.


(C) Ecosistema con muchas partes cerradas

Aunque el core sea abierto:

  • wallets populares (ej: Phantom) no eran open-source durante mucho tiempo
  • tooling era difícil de auditar
  • contratos no siempre verificables fácilmente

Esto para alguien obsesivo con reproducibilidad (como Hotz) es mala señal.


(D) Demasiado optimizada para performance

Solana apuesta a:

  • throughput alto
  • baja latencia
  • UX rápida

Hotz suele pensar que eso viene con tradeoffs:

performance vs decentralization

Bitcoin elige lo contrario.

Él suele preferir:

sistemas simples y verificables antes que rápidos


(E) Crypto en general le parece medio humo

Esto es importante.

Hotz no es “maximalista” de ninguna chain. En varios streams dice cosas tipo:

  • muchas cryptos no tienen uso real
  • gran parte del ecosistema es especulación
  • el valor debería venir del software, no del token

Entonces su crítica a Solana también entra en esa categoría.


3️⃣ Algo interesante: antes no la criticaba tanto

Dato curioso: en streams viejos (~2021) hablaba de Solana con más curiosidad técnica.

Después cambió el tono cuando vio:

  • outages repetidos
  • centralización operativa
  • tooling cerrado
  • marketing fuerte tipo VC-chain

Ahí empezó el “rant mode”.


4️⃣ Traducción de su postura en una frase

La visión típica de Hotz sería algo así:

si necesitás hardware caro + infra corporativa + tooling cerrado → no es crypto cypherpunk real


Si querés, puedo reconstruirte el argumento técnico exacto que suele hacer contra Solana comparándola con Bitcoin y Ethereum desde la perspectiva FOSS/cypherpunk, que es como él realmente piensa el tema.

Sí… pero solo en parte. Solana y Cardano tienen problemas distintos, y George Hotz los critica por razones diferentes.

Te explico bien la comparación desde la lógica típica “ingenieril/cypherpunk” que él usa 🧠⚙️


🧩 Similitud principal entre Solana y Cardano (desde la crítica tipo Hotz)

Ambas suelen verse como:

proyectos muy “dirigidos” por organizaciones centrales

En vez de redes tipo:

  • Bitcoin
  • Ethereum

que nacieron más caóticamente y descentralizados.

Ejemplo:

Chain Organización central fuerte
Solana Solana Foundation
Cardano IOHK / IOG
Bitcoin ninguna real

Eso genera sospecha en gente estilo Hotz.


⚡ Pero Solana ≠ Cardano técnicamente

Son casi opuestas en filosofía.

🟣 Solana

prioriza:

  • velocidad extrema
  • throughput alto
  • UX tipo Web2
  • hardware potente obligatorio

Problema típico según críticos:

demasiada performance → menos descentralización


🔵 Cardano

prioriza:

  • investigación académica
  • formal verification
  • papers antes que código
  • desarrollo lento

Problema típico según críticos:

demasiada teoría → poco uso real

Hotz suele burlarse más de este enfoque académico lento.


🧪 Diferencia cultural importante

Esto es clave.

Solana:

startup Silicon Valley chain

Cardano:

universidad + whitepapers chain

Bitcoin:

hacker basement chain

Hotz es claramente del tercer grupo.


🧠 Crítica típica estilo Hotz a Cardano

Aunque no hable tanto de Cardano como de Solana, su postura implícita suele ser:

problemas:

  • demasiado governance central
  • desarrollo lento
  • ecosistema chico
  • hype mayor que adopción real
  • narrativa académica fuerte pero impacto técnico discutible

En su mentalidad:

si algo necesita demasiada explicación académica probablemente no funciona tan bien en práctica


📊 Resumen simple

Proyecto Crítica típica estilo Hotz
Bitcoin 👍 bien
Ethereum 👍 útil
Solana ⚠️ centralización + infra pesada
Cardano ⚠️ research-heavy pero poco impacto

🧠 Traducción realista de su visión

Algo que encaja mucho con su forma de pensar sería:

crypto debería ser simple, verificable, ejecutable por cualquiera y útil hoy

Por eso respeta más Bitcoin que casi cualquier otra chain.


Si querés, puedo contarte qué blockchains suelen gustarle más a programadores hardcore tipo geohot (aunque no siempre lo digan explícitamente) porque ahí aparece una lista interesante distinta del ranking típico de crypto Twitter.

Respuesta corta: sí, bastante más que a muchas otras cryptos. Monero suele encajar mucho mejor con la filosofía técnica que le gusta a George Hotz —aunque no es “fanboy” de ninguna crypto.

Te explico por qué Monero es de las pocas que programadores tipo geohot tienden a respetar 🧠🔐


🟢 Por qué Monero encaja con su forma de pensar

Aunque no hay una declaración famosa tipo “Monero es la mejor chain”, su criterio técnico típico favorece proyectos con estas propiedades:

1️⃣ privacidad real por defecto

Monero oculta:

  • direcciones
  • montos
  • historial de transacciones

Eso la hace:

fungible de verdad

A diferencia de Bitcoin, donde todo es público. (Wikipedia)

Este punto suele gustar mucho a gente con mentalidad cypherpunk.


2️⃣ minería accesible sin hardware caro

Monero usa RandomX, diseñado para resistir ASICs y poder minarse en CPU comunes. (Wikipedia)

Esto es clave porque:

Hotz suele valorar sistemas donde cualquiera puede participar sin infraestructura industrial.

Ejemplo mental típico suyo:

si necesitás datacenter → mala señal


3️⃣ cultura más hacker que startup

Comparación rápida:

proyecto cultura
Solana VC / Silicon Valley
Cardano academia
Monero cypherpunk

Monero se parece más al ecosistema early-Bitcoin.

Eso normalmente le suma puntos.


4️⃣ open source real

Monero:

  • MIT license
  • devs anónimos en parte
  • comunidad distribuida
  • sin empresa central dominante

Esto es exactamente el tipo de arquitectura social que suele respetar.


⚠️ pero igual probablemente no la “defiende” públicamente fuerte

Importante entender esto:

Hotz suele pensar que la mayoría de las cryptos están sobrevaloradas como inversión.

Entonces su postura típica sería algo así:

Monero es técnicamente interesante pero crypto no debería ser el centro del mundo

Es una defensa “ingenieril”, no evangelista.


🧠 Si ordenás cryptos según lo que suele respetar gente como él

aproximadamente:

1️⃣ Bitcoin → base sólida 2️⃣ Monero → privacidad real 3️⃣ Ethereum → útil como plataforma 4️⃣ Solana / Cardano → más críticas


🧪 Lo más probable (lectura realista de su postura)

Si le preguntaras directamente en stream:

“¿Monero?”

Lo más coherente con su estilo sería algo tipo:

sí, tiene sentido técnicamente

pero no:

compren XMR 🚀

Porque su enfoque siempre es software primero, token después.