Naval: Yesterday's AI ate the whole internet; today's AI hunts the Mozarts and Einsteins

naval · x · 2026-09-10

Naval offers an aphoristic take on how AI capability sourcing has shifted: the previous generation of AIs devoured the internet and became a "patchwork mediocrity," while today's AI selectively feasts on the Mozarts, Einsteins, and Shakespeares of our age — aiming to birth a gang of "ghostly geniuses" that write code, drive cars, and run the world. The implicit thesis: cutting-edge data quality, not raw scale, drives frontier model leaps.

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