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alex gross

T2 · manager / operator

AI researcher and entrepreneur. Wrote 'Datasets over Algorithms' essay. Deep technical expertise in model architectures, compression, and AI scaling laws. Predicts math/science 'cooked' by AI. Advises multiple AI startups.

1 call·1 name·100% bull·last heard 14 days ago·Peter H. Diamandis
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$GOOGLGoogle DeepMind

Gross: AlphaGenome Atlas precomputes 9B mutations — bulk solving variant effect prediction

DeepMind precomputes functional impact of all 9B possible single-nucleotide variants — genomic equivalent of periodic table. Follows AlphaFold pattern: model -> database -> bulk solves entire field. Will repeat for every enumeratable scientific domain.

Peter H. Diamandis2026-09episode →

most discussed · click a bar to filter

  • $GOOGL

recurring themes

  • Longevity & Aging1
  • AI Bubble / Capex Debate1
1 total
$GOOGL
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Google DeepMind
HIGHalex gross·Peter H. Diamandis·14 days ago·Three Lab Warnings in Five Days, Researcher Flags “Gambling with Our Lives,” and Labs Race
Gross: AlphaGenome Atlas precomputes 9B mutations — bulk solving variant effect prediction
DeepMind precomputes functional impact of all 9B possible single-nucleotide variants — genomic equivalent of periodic table. Follows AlphaFold pattern: model -> database -> bulk solves entire field. Will repeat for every enumeratable scientific domain.
"Alpha Genome tells you which genetic variants drive those proteins... Taking every possible, you know, 3 times 3.1 billion base pairs equals approximately 9 billion possible singl…"
137:00
8
Longevity & Agingtailwind
Longevity escape velocity appearing in spikes: 4 weeks input → 3-4 years output
Insilico Phase 2a shows biological age reversal exceeding 1:1 input:output ratio (LEV definition) in subpopulation. Alex Gross: LEV already here in spikes like Turing test — we zoomed past it. Regulatory recognition of aging as treatable condition is key unlock; medical charter cities will accelerate access.
7
AI Bubble / Capex Debatemixed
H100 appreciation signals sustained demand; but 4x HBM efficiency gain could trigger overbuild
GPUs appreciating (H100 +22% MoM) contradicts Moore's Law depreciation. Blundin: trend continues until tera-fab. Gross: 40% of capex is HBM; 4x reduction from algorithmic innovation changes entire value chain — fab lines, space launch, data center design. Risk: capital misallocation if efficiency outpaces demand growth.