natfriedman
@natfriedman
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
What this channel is watching now
Recent mentions show where this author is concentrating attention right now.
Latest videos and market context
Recent source posts from this author. Create an account to inspect the complete persisted research trail.
Nat Friedman @natfriedman Jul 16 Vesuvius Challenge has been quietly making a lot of progress; we read a full scroll,...
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
Nat Friedman @natfriedman Jan 25, 2025 The deepseek team is obviously really good. China is full of talented engineer...
Tweet asserts DeepSeek team is highly capable and that China has strong engineering talent; implies credible Chinese AI competition rather than dismissible “cope.” Limited direct trading catalysts, but it supports a broader thesis of intensifying AI competition and potential relative beneficiaries among Chinese AI/platform names vs. pressure on US AI moat narratives.
Nat Friedman @natfriedman Feb 5, 2024 Ten months ago, we launched the Vesuvius Challenge to solve the ancient problem...
Announcement that the Vesuvius Challenge (a prize-driven AI + imaging effort) succeeded in reading parts of the carbonized Herculaneum Papyri. It highlights real-world progress in applied machine learning, computer vision, and high-performance computing for scientific/heritage use-cases, but contains no direct company/earnings/capital-markets catalyst.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
Social post: Vesuvius Challenge reports progress reading Herculaneum scrolls (new unwrapping algorithm; full scroll read) and launches a $1M grand prize plus other prizes. No direct public-company catalysts mentioned; only a weak/indirect read-through to AI/computer-vision tooling and GPU/cloud demand.
Tweet asserts DeepSeek team is highly capable and that China has strong engineering talent; implies credible Chinese AI competition rather than dismissible “cope.” Limited direct trading catalysts, but it supports a broader thesis of intensifying AI competition and potential relative beneficiaries among Chinese AI/platform names vs. pressure on US AI moat narratives.
Tweet asserts DeepSeek team is highly capable and that China has strong engineering talent; implies credible Chinese AI competition rather than dismissible “cope.” Limited direct trading catalysts, but it supports a broader thesis of intensifying AI competition and potential relative beneficiaries among Chinese AI/platform names vs. pressure on US AI moat narratives.
Tweet asserts DeepSeek team is highly capable and that China has strong engineering talent; implies credible Chinese AI competition rather than dismissible “cope.” Limited direct trading catalysts, but it supports a broader thesis of intensifying AI competition and potential relative beneficiaries among Chinese AI/platform names vs. pressure on US AI moat narratives.
Tweet asserts DeepSeek team is highly capable and that China has strong engineering talent; implies credible Chinese AI competition rather than dismissible “cope.” Limited direct trading catalysts, but it supports a broader thesis of intensifying AI competition and potential relative beneficiaries among Chinese AI/platform names vs. pressure on US AI moat narratives.
Announcement that the Vesuvius Challenge (a prize-driven AI + imaging effort) succeeded in reading parts of the carbonized Herculaneum Papyri. It highlights real-world progress in applied machine learning, computer vision, and high-performance computing for scientific/heritage use-cases, but contains no direct company/earnings/capital-markets catalyst.
Announcement that the Vesuvius Challenge (a prize-driven AI + imaging effort) succeeded in reading parts of the carbonized Herculaneum Papyri. It highlights real-world progress in applied machine learning, computer vision, and high-performance computing for scientific/heritage use-cases, but contains no direct company/earnings/capital-markets catalyst.
Announcement that the Vesuvius Challenge (a prize-driven AI + imaging effort) succeeded in reading parts of the carbonized Herculaneum Papyri. It highlights real-world progress in applied machine learning, computer vision, and high-performance computing for scientific/heritage use-cases, but contains no direct company/earnings/capital-markets catalyst.
About this channel
Channel bio, source link, and public-market context from YouTube.
@natfriedman
Most recognized assets
Unlock the full track record
Create an account to inspect the complete author history, trust-weighted rankings, and persisted research across authors, theses, and assets.