The controversy and business opportunity in polygenic embryo selection lie in interpreting genetic data, not in the physical sequencing. Companies are competing on the quality and scope of their predictive models for health and traits, which they apply to data from established lab processes.
NVIDIA sent a private memo to Wall Street analysts refuting accounting criticisms. When the memo leaked, it created a negative public news cycle ('NVIDIA says it's not Enron'), forcing the company into a defensive position and amplifying the skepticism it was trying to discreetly manage.
A recent $11M crypto robbery during a home invasion highlights a critical vulnerability. As individuals accumulate significant wealth in self-custodied digital assets, the primary threat vector shifts from remote hacking to physical, violent attacks, necessitating a focus on personal security.
Ilya Sutskever argues the 'age of scaling' is ending. Further progress towards AGI won't come from just making current models bigger. The new frontier is fundamental research to discover novel paradigms and bend the scaling curve, a strategy his company SSI is pursuing.
Fundraising is easier when pitching a predictable plan like 'buy X GPUs to get Y performance.' It's much harder to raise for uncertain, long-term research, even if that's where the next true breakthrough lies. This creates a market bias towards capital expenditure over pure R&D.
Ilya Sutskever's candid, unscripted awe at AI's reality ('it's all real') was more powerful than any prepared statement. It confirmed he's a true believer, not a cynical opportunist, which is a crucial trust signal for leaders in high-stakes industries like AI.