Weighty Thoughts
VC on AI, deep tech, startups. Former Bridgewater, Google[x], startup founder. Read by top engineers, fund managers, and policymakers. Click to read Weighty Thoughts, by James Wang, a Substack publication with thousands of subscribers.
- Posts
- 84 from 22 Dec 2020 to 29 Sep 2026
- Posting
- weekly (26 in the last year)
- Kind
- personal blog
- Feed
- https://weightythoughts.com/feed
2026 22
- When AI Models Hurt People, the Labs Should Pay
- What Does Pacing the AI Frontier Even Mean?
- Why Is AI Bad at Writing?
- What’s the Right Balance in Regulating AI?
- When Genius Fails—The Intellectual Arrogance of the AI Labs
- Prevent Most AI Mistakes/Hallucinations—Use Adversarial Reviews
- Please Stop Citing ChatGPT and Claude
- America Turns 250. Its Biggest Companies Never Do—And That's Great!
- Knowledge Agents: Beat Frontier Models with Better Structure
- AI's Plummeting Prices Are a Software Story, Not a Hardware One
- World Models Can Change Everything
- AI Dementia—Why Your Agent Gets Progressively Dumber As You Talk To It
- Is AI in Writing a Problem?
- US Jobs Numbers Aren't as Bad as They Look
- AI Agents and Jobs: The Human Bottleneck
- Oil, Iran, and AI's Energy Problem?
- How A Regular Person Can Utilize AI Agents
- How I Utilize AI Agents
- White-Collar Apocalypse Isn't Around the Corner—But AI Has Already Fundamentally Changed the Economy
- Nvidia's Moat is Cracking: TSMC and Inference Creates an Opening
- AI Gains Starting to Show in the Real Economy
- Ten Years of AI in Review
2025 24
- The Boring Phase of AI
- Bubble, Bubble, Toil and Trouble
- No, AI Power Requirements Aren't Intractable
- Models Are Not Exponentially Growing in Size
- I’m Officially an Author Now!
- Shortages Create Opportunity
- AI as a Partner, Not a Replacement
- The Death of Nuance
- Three Macro Predictions on AI
- The US Should Run Faster on AI Instead of Trying to Trip Up China
- 🚗 From Simulation to Street—Self-Driving Cars 💨
- AI is Overturning the Military World Order
- What LLMs Will Do To Jobs: All You Need is an Oracle
- AI's Endgame (How Foundational Model Companies Can “Win”)
- What Mattered in GenAI in 2024
- See Me at SXSW Next Week!
- How Will AI Impact Law Firms?
- AI Winters and The Third Wave of Today
- Does DeepSeek Wiping out $1T of Market Value Make Sense?
- Who’s Winning the AI War: 2025 (DeepSeek?) Edition
- AI in Hedge Funds and High Finance
- My Book's Pre-Sale is Live!
- AI Reasoning—What is It?
- Review of AI in 2024 and Updates
2024 27
- From 6 Weeks to 600 Seconds (or Less)
- Writing, Originality, and Why Does Anyone Care What I Write About?
- Scaling is a Choice
- AI's Future in Lung Disease and Medicine
- I'm writing a book!
- Why ChatGPT Strawberry o1 (and other LLMs) will Never be Good at Diagnosis
- Why did the Prior Generations of AI Fail?
- Is AI a Winner-Take-All Market?
- Open AI's Valuation and a Favor to Ask
- Let's talk about AI power costs
- Consider the Llama
- The EU is making itself an economic backwater
- Software Engineering is Doomed
- When the AI Bubble Bursts
- Apple Wins
- China's AI Journey
- News Roundup: May 27, 2024 🧴
- Why we need AI as a society
- News Roundup: May 15, 2024
- The Real Risks of AI
- What is Defensibility?
- CUDA is Still a Giant Moat for NVIDIA
- Today’s AI critics don’t understand the history of technology
- Deep Tech Startups Are Not Software Startups
- VC Office Hours
- Who’s Winning the AI War?
- What’s coming next for AI in 2024