The investment thesis for Harmonic AI was twofold: backing Vlad Tenev, a proven founder who is still rapidly learning and improving, and supporting a differentiated strategy focused on reinforcement learning for mathematics, which sidestepped the costly race for general-purpose AI models.
The decision to co-lead an $800M investment in X was driven by the platform's banning of a sitting US president. This was seen not as simple content moderation, but as a "watershed moment" reflecting a KGB-style tactic of controlling information to undermine democracy, making the platform a critical asset for free speech.
Many of today's political and social conflicts stem from long-term KGB "psyops" designed to divide the West. These playbooks—which involve framing influential figures, backing separatist movements, and creating internal division—are still actively used by Russia and have been copied by other nations.
Despite receiving hundreds of death threats, the speaker continues to be outspoken because he believes democracy fails when people are afraid to speak. Silencing dissent is the primary goal of the West's enemies, making free expression a necessary act of defiance, regardless of the significant personal risk involved.
The KGB's 20-year campaign to frame Pope Pius XII as a Nazi sympathizer only worked in the 1960s. It succeeded because it targeted a generation too young to have lived through WWII and witnessed the Pope's anti-Hitler actions firsthand, creating a "blank canvas" for the false narrative to take hold.
Dismissing concepts like time travel is foolish because our understanding of physics is incomplete. Even the speed of light isn't absolute; the Casimir effect demonstrates that altering the quantum vacuum can theoretically allow light to travel faster. This implies all physical laws have loopholes, demanding extreme intellectual humility.