Hey, I'm Jay

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A bit about me:
- Currently in New York
- Regularly posting essays here
- Background in finance, software engineering, and bio
- Ran a small, early-stage fund from 2017 to 2021. Went from $3M to $20M+ in assets.
- Interested in strange loops: cybernetics, RL, coordination, markets, dev bio, information theory
- Co-founded EverArt, a b2b SaaS platform focused on automating creative workflows (now MagicPath.ai).Here are a few (random) predictions:
- As LLMs become more robust global "priors" for open-ended learning, simulators, or simulation-based software, will eat the world. This will replace brittle/static deterministic ways of interfacing with complexity. Get bullish on simulators.
- Bryan Johnson will revive the investability of longevity category in < 6 years
- Some experiment around a global UBI type project, like Worldcoin, will become the most important economic project in the world in < 8 years
- Web3 becomes a "real thing" somewhere between 2027-2032 (it took digital gold like 15 years to become a real thing, will take web3 a similar amount of time)
- Cryonics will have a major moment and start* going mainstream somewhere between 2028 - 2035
- Foundation models that specialize on time-series data prediction will have a moment in < 3 years
- Designer babies will quickly shift into the mainstream in < 7 years
- Prediction markets will become legal in the US in < 2 years and become a _major asset class in < 8 years
- The first autonomous AI agent will earn $1M by itself in < 3 years
- The next Millennium Math Prize will be awarded to an AIAngel Investing thesis
I'm updating my angel investing thesis into a broader, meta-thesis, but historically I've invested in crypto, bio, and AI. In bio, I've mostly invested in bold, early stage biotech companies that take technical risk and have the potential to radically change outcomes in human biology, categories like:
- DNA damage repair
- Organ, tissue, and full body replacement therapy
- Cellular (re)programming
- Gene therapy & genetic engineering
- Novel delivery mechanisms
- Cryonics
- Anything that helps us test interventions faster or more effectively
- Alternative ways to commercialize therapies besides FDA approval (charter cities, etc)

Angel Investments:

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