First Principles

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Edition #95   •   11 May 2025    •   15 min read

(Unformed) Thoughts on AI

There hasn’t been any economic, technological, or behavioural trend in our lifetime that has sought to subsume and erase the very essence of what makes us human as LLM-powered AI

by Rohin Dharmakumar

There hasn’t been any economic, technological, or behavioural trend in our lifetime that has sought to subsume and erase the very essence of what makes us human as LLM-powered AI

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Good morning [%first_name |Dear Reader%],

As I finish writing this edition on a cloudy and overcast Saturday evening in Bengaluru, there is a much darker shadow over all of India. That of war. Let’s hope that by the time you’re reading this, those clouds have scattered a bit and are being blown away by forces and people much bigger than us. And I hope we manage to do that without further loss of lives or injuries.

Last Sunday, I dropped Bribo off at Cartman Hospital for his neutering operation that was scheduled for Monday. Through the week, I was feeling strangely sad at this. Logically, I knew it was best for him. But that he trusted me enough to take him and leave him in a strange place was the hard part. There was sadness in the choices I was making for him, and in the total trust he places in me despite that.

Here’s Bribo at the hospital, while we were waiting for our turn. Like the free-range soul he is, he insisted on sitting in the grassy patch in the courtyard, instead of the concrete area where most other dogs sat with their caretakers and families.

On Wednesday, I brought him back, one ear now notched, and released him into his familiar territory. He drooled and hung his head out of the window all through the car ride back.

We’re both at ease now.

Meanwhile, the water apple tree in our backyard went from profusely fruiting to profusely shedding all in the space of week. The pre-monsoon rain earlier this week played a huge role.

Here’s everything we have for you today:

1. (Unformed) Thoughts on AI
2. Something for everyone 📚
3. The Next 10 Years of Investing, Wealth, and Markets 🔊
4. Summer getaways 📸

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1. (Unformed) Thoughts on AI

First Principles is a newsletter and collective endeavour against blind or meek conformity. We reflect, challenge, hypothesise, and even agonise each week over things most others may not care about, because those things matter to us.

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