Dylan Patel

Hard to not, right?

Again, like this AI bubble is going to pop because this podcast, man.

So one of the startups, it's the most recent investment I've made.

It's called Periodic Labs.

Mostly open AI people.

It's a Google guy and a couple of material scientists.

The area of AI that we've all been talking about is like large scale web training, RL, all text, all digital got.

But you know what would drive a shitload of value for the economy besides automating programming of everything is like if we just like came up with a battery chemistry that was like 25% more efficient.

Like holy shit.

You know like the main cap against like us all having like face glasses and things like that is like batteries are not good enough.

And the power dissipation with the batteries looks terrible.

So you have to make all these compromises.

But if I could have the processing power of like a laptop on my face.

We'd be way further ahead and like, and then if we all had like these like super powerful machines attached to our face, we could do inference on things and recognize and interact with the AI at much higher speed and velocity.

And that would like dramatically improve our productivity, right?

Like things like this are like so gated by hard tech technology.

moving faster.

And so what Periodica is trying to do is they're taking this RL paradigm, but they're trying to do it with like real world, right?

Like test chemistry for something.

Here's an optimization.