@abemurray: Kevin Ryan / @tferriss on deep tech: → 10-year trends - hot now means too late → 2nd order effects - assume trend, then…

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Summary

Kevin Ryan and Tim Ferriss discuss deep tech trends, emphasizing that hot topics are too late and focusing on second-order effects like nuclear energy, robotics, and computation.

Kevin Ryan / @tferriss on deep tech: → 10-year trends - hot now means too late → 2nd order effects - assume trend, then what? → nuclear wasn't hot - no policy path, pre-capex build out ⇒ we co-lead Valar's seed → robots will scale - 100-10,000x / single-task / factories first → e-com is solved - nuclear, cancer, energy aren't. "There is no next internet" 😂 Same for compute. Let's build 🦾
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Cached at: 09/29/26, 09:48 AM

Kevin Ryan / @tferriss on deep tech:

→ 10-year trends - hot now means too late → 2nd order effects - assume trend, then what? → nuclear wasn’t hot - no policy path, pre-capex build out ⇒ we co-lead Valar’s seed → robots will scale - 100-10,000x / single-task / factories first → e-com is solved - nuclear, cancer, energy aren’t.

“There is no next internet” 😂

Same for compute. Let’s build 🦾

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