Transcript
Anthropic is taking over all of SpaceX’s Colossus 1 data center in [music] Memphis. And this immediately allowed
Anthropic to double claude code rate limits. I think Grock is on life support.
So this is Elon who had been for, you know, the past year uh shit-talking
Anthropic. Here he is now, you know, backing them and supporting them. In one
way, Elon’s getting revenge against Open AI by helping Anthropic win. The enemy of my enemy is my friend is the exact
quote from uh from Elon Leopold Ashen Brener who was famously fired from OpenAI on their alignment
team and is now running a $5.5 billion fund 2 years later. Anthropic hits 80x
growth for this quarter and outruns their compute. You can find a whole litany of things that are about to explode in demand.
The demand I don’t see it slowing down as a whole. chips and the energy layer
and the infrastructure. Right? This is the singularity loop.
Now that’s a moonshot ladies and gentlemen. Everybody welcome to moonshots. Another
episode of WTF just happened in tech. I’m here with my extraordinary friends and dear brothers DB2 our wizard of AI
investing Ismail emperor of exponentials and of course our resident genius AWG.
I’m Peter D. Mandis your host. And today we’ve got an incredible program of stories that should get you pumped up
about the singularity. Excited. This is not politics. This is just science and technology driving us towards the
singularity. So gentlemen, uh, excited to see you here. See, I have to ask,
where on the planet are you today? I just landed back. I just landed I just
landed back from Montreal and I was given a Canadians jersey because I’m actually a Montreal native and a massive
Montreal Canadians fan. uh because I grew up there and so they Montreal like a small small round ball or a pock
[laughter] that’s the hard round thing that that immigrants like me our ankles never
quite managed to but in Canada you had to skate if you otherwise they took your passport away so I used to play a bit of
hockey hey we got let’s do some pond hockey up in Vermont
it’s all time favorite thing to do um so the folks the folks gave me this jersey that I had to wear it because
we’re right in the live this stuff. So, anybody in Buffalo, I’m rooting for the Canadians, but I’m the longest suffering
Bills fan in history. So, there’s that. [laughter] Let’s see your teeth. I want to see
which ones are fake. You know, I just I’ve missed the complete, you know, gene sequence on
sports. Sorry. Um Dave, good to see you back in the nest and as always, Alex,
good to see your virtual environment. Um, you know, and virtual self. What’s the difference really at this point? [laughter] Yeah.
Uh uh today we I know you I know you go to your kids baseball games. You’re probably chewing tobacco and spitting it and you have a
dual life. That’s my That’s what I think. [laughter] Uh we have an incredible uh incredible
show today. You know, we’re going to be kicking it off with the demand for AI is like off the rails, outstripping supply.
You know, Claude is continuing to disrupt sector after sector with the great unhobbling. Uh Google is joining
our push towards Earth’s Dyson swarm. We’ll be jumping into the singularity economy. you know what are the sectors
that are providing outsized financial returns during this supersonic tsunami. We’re going to cover uh a topic near and
dear to my heart which is a very simple very powerful concept to ensure AI alignment so we can deliver a pdoom that
is less than zero. Thank you Alex for that meme. I love that pdoom less than zero.
We need t-shirts for it. We do. I saw the t-shirt you made. We’re going to have to like put that up for people to be able to take down. Anyway,
Peter, if if if no one makes it, everyone dies. [laughter] Oh, no. And towards the end of this pod
today, we’re gonna be talking about the recent disclosures by the White House on, let’s call them UFOs versus UAPs. Uh
the White House is saying they’re here, but who are they? Where are they? Where are they from? And when are you going to
come and pick me up and take me for a ride? So, uh that’s going to be some fun
conversations today. Let’s begin uh with a important conversation today.
Anthropic uh is outpacing uh their ability to supply tokens. So Anthropic
hits 80x growth for this quarter and outruns their compute. Anthropic developer conference last week CEO Dario
Amade revealed that Anthropic has experienced an 80fold growth in Q1 of 2026
uh outpacing what they expected as a 10x growth. I mean, you don’t see this in Silicon Valley. You don’t see this
anywhere. Maybe maybe Dave, for some of your early companies, you’re seeing that kind of growth. But here, uh, they’re,
you know, their annualized revenue run rate jumped from 9 billion at the end of 2025 to 30 billion in April. It’s now
north, I think, 40 billion in May. Uh, and the here are the numbers. They
expect or it’s expected they could hit a h 100red billion of ARR by the end of 2026 and potentially a trillion by the
end or mid 2027 making it the most valuable company on the planet. Um and just to hit some numbers real quick and
then turn over to you Dave for the first conversation at a 30 billion ARR at a
40x uh multiple it’s being valued today at 1.2 trillion. If they hit a hundred
billion by the end of this year, Anthropic will be at a $4 trillion valuation. And if they hit a1 trillion
AR in 2027, a $40 trillion valuation, I mean,
[laughter] you know, this this is the singularity by definition. Insane. Dave,
over a year ago, Peter, uh, at that family office conference in London, uh, Yeang was saying to all these wealthy
families, you got to get invested in this. you got to get in the game. And everybody was like, at a hundred billion
dollar plus valuation, that’s utterly insane. You can’t possibly, it’s way too late. You can’t get into it. But, you
know, I I don’t blame them because these numbers are so unprecedented and and people don’t really do a good job job of
judging million, billion, trillion. It does not, you know, it’s not intuitive. These numbers are are so far out of the
realm of history. I mean, just massively bigger than any prior IPO or valuation. And so I don’t blame people for for
being scared, but you got to get used to the fact that this goes to infinity. Yeah. [laughter] The the the demand the demand for AI
is not going to saturate. It goes to infinity. So you got to rethink the way you decide whether to be involved in
these things or not. So they all they all skipped it. [laughter] Now I’m sure they regret it.
Yeah. Yeah. 10x 10x in a year up to 1.2 trillion. Alex, what do you make of all this?
It’s all about the enterprise, Peter. So, Anthropic was the first arguably major Frontier Lab to recognize that
offering ultra high enterpriseoriented value tokens was the path to success
here. As I’ve mentioned on the pod previously, OpenAI has since had to pivot to copy call it the anthropic
strategy of offering up highgrade enterprise tokens for code generation and now for other so-called white labor
tasks. And this is what we’re seeing. We’re seeing an insatiable demand for compute to the extent that that compute
can be turned into high dollar value tokens that are replacing the services
economy. And so US GDP is what 30 trillion or so. If if we see the the
continued exponential maybe super exponential increase in capabilities and
especially the increase in as meter measures it autonomy time horizons which
are pushing the dozens of hours of autonomy at this point. I I think we’re
seeing the beginnings maybe even the the beginning of the middle of the replacement of white collar labor and I
mean Elon that’s going to be insanely valuable. Elon said doubledigit GDP growth in two years and tripledigit
within five years. See, how are you feeling about this? Are are you putting your money into these uh into these
areas? Are you excited about it? Full full disclosure, I don’t have investments in any of these labs. I
probably have some Google stock from some of my funds or something, but nothing uh explicit, which is a huge
problem watching all these numbers go up. Uh I did a little bit of analysis, you know, and you have uh Proctor and
Gamble having roughly the same revenues with 15 billion of profit and their
market cap is like uh a tenth of this because there’s no upside, right? They
grew 2% year-over-year. Everybody’s like, well, and so this is like these guys grow 2% an hour. Um and so
yeah, literally. So it’s such a huge difference in in mentality and there’s
no reason why and what’s I think was the most incredible thing is the fact that this is real money coming in. This is
not hope. This is not a judgment call etc. This is actual measurable dollars
coming in. And so it’s incredible to see. Yeah. I want to hit two point to be fair. A year a year and a half ago they
were incinerating money in anticipation of this growth. So it was a little bit of a scary a scary situation. And now
it’s not scary at all for Anthropic or for also, you know, they’re they’re completely sold out. And I expect
they’ll continue to ramp, but the chips are completely saturated and sold out. So you would normally say, well, doesn’t
that mean the revenue will cap out, but one, they can charge more, and two, they’re optimizing the software, so
they’ll squeeze out, you know, another 10x or more while we’re waiting for the the chip supply to catch up.
Yeah. There’s no doubt that that you you’ll see on the left chart that chat GPT has
fallen off the curve a little bit compared to OpenAI, but they they have a lot of compute lined up at OpenAI um
compared to anthropic that is. So, uh I would expect that OpenAI’s revenues will skyrocket too because everything is sold
out anyway and and GPT 5.5 is really really good. So, uh it’s going to be who can get the
compute. Dave, two points. One, I think it’s important for folks to realize this
isn’t growth uh for Anthropic because they’re getting more users. Their users
are creating more uses. So, everybody’s just consuming more tokens and that’s a really important element. I agree with
your point that we’re likely to see potentially a rate hike. I mean, if there’s if people are trying to consume
and you can’t pump enough tokens out, they’ll start charging more. But there’s an interesting analogy, right? So in the
100 years ago when electricity was first becoming sort of distributed uh through the US back 100 years ago in 1925 I
looked at the number was 30% of the US had electricity and 30% of the US had phones and what happens [clears throat]
is that in the same way people kept finding more uses of electricity you know it was first it was for lighting
homes then they replaced uh you know steam engines electrified you know
elevators refrigerators radios appliances the same thing’s going on here people are just finding more uses
for the tokens. Uh, and it’s insatiable and growing in multiple dimensions. More
users and more uses. Well, in a minute or two, we’ll go through some numbers, too, and you’ll you’ll come away with
the conclusion that we’re a tiny fraction of 1% of the use cases have been deployed so far, but we we’ll get
to that in a minute. But the demand is way outstripping the supply, though. Hey everybody, you may not know this, but
I’ve got an incredible research team. And every week myself, my research team study the meta trends that are impacting
the world. Topics like computation, sensors, networks, AI, robotics, 3D printing, synthetic biology. And these
Metatrend reports I put out once a week enable you to see the future 10 years ahead of anybody else. If you’d like to
get access to the Metatrends newsletter every week, go to dmandis.com/metatrends.
That’s diamandis.com/metatrends. All right. Uh, our next story here is
Anthropic is buying compute to feed the beast. Uh, and so there are two elements
here. The first is just the appetizer that Anthropic signed a $ 1.8 billion
7-year compute deal with AI. Um, and this is AI’s largest deal. It popped the
stock, you know, 25% on the first day. But I think the real [clears throat] story that we should be discussing here
is the deal that Anthropic cut with Elon. So, uh, this is a blockbuster
deal. Enthropic is taking over all of SpaceX’s Colossus One data center in Memphis. If you remember, Elon had built
this center in 122 days, very famously from, you know, ground up, beat everybody’s expectation. It’s filled
with H100s. And this immediately allowed Anthropic to double claude code rate
limits so people could actually utilize it. And I think the message here is that SpaceX or SpaceX AAI has just now become
a hyperscaler. Um you know at the same time I think uh of note Grock has not
seen uh sort of a large uptake in usage. I mean you can use it in your Tesla but
I don’t know that many people who are relying on on Grock for their for their uh you know AI engine. Not sure if you
guys play with it much at all, but Grock was making like I think it was 11% use
of Colossus 1. And what a great deal. Take this asset, sell it. Anthropic,
that’s what they need. SpaceX is getting, you know, probably another three or four billion dollars of revenue just before their IPO. Couldn’t be
better. Dave, what do you make of it? Yeah, strange bedfellows. You know, normally you’d think they’re arch competitors, but uh you know, Elon
doesn’t have the user base to chew up this compute. Anthropic is desperate for more compute. I’m sure a lot of the margin will go back to Elon now. Um, and
you know, the the new Colossus 2 is where the training is anyway. So, it was going to sit idle. So, let’s go ahead
and partner even though in theory we’re arch competitors, but anything to try and keep up with Google, I think on both
sides. Uh, so the numbers here are pretty yeah, friendies, you know, the enemy of
my enemy is my friend is the exact quote from uh from Elon. Uh but the numbers here, you know, okay, this gives us
220,000 GPUs. Uh a GPU will serve about eight
concurrent threads if you’re using a max model like an Opus 4.7 Max. So you got about eight threads or eight agents per
GPU. So you’re only buying about 1.6 million concurrent threads. 8 billion
people around the world are going to want at least one agent at least. But you know the power users now want a
hundred or more agents running and and I think very soon a person can productively use a thousand concurrent
agents like an engineer or a builder or a designer or an architect and and so so
you compare the demand to the supply and it’s it’s just it’s just laughable. There are nowhere near enough GPUs to
serve up all the agents that people want. And so as a byproduct of that, if you own your own hardware, so if you buy
like an NV72, uh, so you got your big old Nvidia rack, you pay [clears throat] your your four
million bucks for it, it’ll serve up an agent for you in about 50 milliseconds.
Go to Anthropic, turn on Claude Opus 4.7, ask it a question, and see how long it takes to start answering. And you’ll,
you know, I’m often sitting there for a minute, minute and a half before it even starts generating tokens. And it should
be spitting out about 200 tokens a second. So I should see paragraphs popping up like pop pop pop pop pop. And what I’m
actually seeing, I can see the words coming out like, you know, trickling out. So clearly
dialup. Yeah. Yeah. It’s like they they’re just way more users than they can possibly
serve. Do you think it’s going to come on prem? Do you think we’re going to start to see more people Oh, yeah. Yeah, models on prem.
Yeah, totally. Totally. Eli Liy just committed a billion dollars to buy Nvidia GPUs for internal use because
everyone’s worried sick about having the supply and the only way you can be sure you’ll have the supply is to get your own capacity. The the problem is, you
know, you can’t run Anthropic on your own internal servers unless you have some super special relationship like AWS
or or Google uh Google Vert.ex has with Anthropics. So, so then you get this tension between I want my own hardware.
Oh, wait. I can only run Chinese models on it. So very complicated scenario right now.
They’ll fix that though. The demand is so crazy. That’s going to get fixed. Gemini already runs on private clouds
and so on. Yeah, you know, uh I love Elon’s tweet which I put up on the slide here. You
know, uh Claude is good for humanity. I’m impressed by their team. I’ll actually try and read what it says here. It says by So this is Elon who had been
for, you know, the past year uh shit-talking anthropic. All right. And
here he is now, you know, backing them and supporting them. And he says, “By
the way, of background for those who care, I spent a lot of time last week with the senior management, uh, senior
members of the anthropic team to understand what they do to ensure Claude is good for humanity and was impressed.
Everyone I met was highly competent and cared great deal about, you know, doing
the right thing. So, I think, you know, he’s putting forward his personal brand
that he’s basically supporting AI to make sure it’s safe for humanity. And by
the way, I I don’t know how this guy handles all that he has, right? He’s in the middle of a lawsuit. He’s getting
called up to go to China with Trump and he’s still handling all of these things.
I mean, how how many super duper AGI agents has he got working for him at this point? [laughter] It’s crazy.
Yeah, he’s a case study, isn’t it? It’s just remarkable. Um, but I I have to say I do believe I know there are a lot of
Elon haters out there, but I I 100% know in my heart that he’s genuine about what he’s saying here. He cares tremendously
about safety and the future of humanity. And he actually would not give this compute to Daario if he didn’t think.
But Dario is the other guy that that is also totally focused on safety and and human benefit. So, it’s actually a nice
[clears throat] match. these bedfellows just one point then I want to hand it over to you Alex to speak about this you
know so in one way Elon’s getting revenge against open AI by helping
anthropic win um and Anthropic uh and Google are now the forces for good in
one sense uh against you know people’s belief against open eye so interesting
people tend to villainize and make you know and sort of create uh opposing
sides in this competition Alex, this is not just about Colossus 1.
This is also about orbital data centers, I bet. What are your thoughts here? I think rock is on life support. I I
parse this announcement and I connect it with SpaceX’s also recent announcement
of the $60 billion plus de uh deal with cursor. And I infer that Grock as on
life support and that XAI which has of course now also been dissolved as part
of this arrangement is is no longer necessarily aspiring to be a frontier
lab. It’s it’s an interesting sort of contorted 3D chess game I think that Elon and his entities have played. It
might look something like the formation of Colossus 1 initially by redirecting
GPUs that were, as I understand it, from public reporting originally intended for use at Tesla, redirecting them to form
XAI and Colossus 1 and then using Colossus 1 to train the initial Gro
series of models and then using enough of Grock’s benchmark wins, open PNS,
maybe a bit of benchmaxing, closed PNS to to motivate the capital needed to
build Colossus 2, then turn Colossus 1 over to Anthropic, basically becoming a
hyperscaler, and then one could imagine this entire uh I think gesturing at the
future with a tip of the hat process playing out over again where Colossus 2
gets turned over to another Frontier Lab, probably anthropic, probably not Open AI, unless there’s some dramatic
resolution to the lawsuit, probably not Google either. And Elon is using his own
frontier hyperscaler capabilities right now in land soon in space to to train
in-house models. But to the extent the in-house models like rock aren’t ultimately competitive, he becomes a
hyperscaler and a hyperscaler in space. And I I think it’s probably a pretty good deal for SpaceX AI as well. I’m not
even sure SpaceX AI really needs its own competitive frontier models. Just like
Nvidia, still largest company in the world by market cap. It has its own frontier models, but they’re not
terribly popular compared to to the pure play open AIS or anthropics of the
world. And yet, they’re doing incredibly well. So one could imagine SpaceX AI plus the terra fab becoming sort of a
super Nvidia combined with coreweave combined with AWS deployed into the Dyson swarm not really needing its own
frontier model. And Alex we’ve seen in all of tech history basically it’s a duopoly typically maybe sometimes three
players. So if it’s open AI and anthropic and Google as a three players,
you know, Elon basically leans in and supports the winner that he wants. And maybe not even Google. Like we
started with five frontier labs, open AAI, Anthropic, Google Deep Mind, XAI, uh, and Meta. And
Meta is seemingly out of the running. And XAI now just dissolved part of SP
SpaceX AI. Gro is seemingly being turned over to cursor just dissolved. Query
whether Google is going to be able to remain competitive or not. The the public reporting is so we have IO next
week and the rumor is that Google is going to announce a new Gemini model that’s maybe GPT 5.5 class but not
mythos class. I I would not bet against Google. I I’m not betting against anyone but I do
think this is a rat race and it’s becoming extremely competitive. Yeah. Yeah. I got a dough question for
you, Alex. All right, I’ll give you two scenarios. Tell me which one is going to play out. Scenario number one is Elon has a massive amount
of compute and keeps accumulating it and then he starts building in space. Uh, but his algorithms are way behind
Anthropic. Um, so Anthropic keeps publishing better and better models, but
those models then get really good at designing new AI algorithms, and Elon just takes that intelligence and deploys
it on his superior hardware. Uh scenario two is anthropics models are
self-improving at an incredible exponential singularity rate and no
matter how much Elon takes their best thing that they publish it’s not good enough to catch up to the exponential
self-improvement going on at anthropic. So all this is happening in a very short timeline say six months from now is
which which scenario plays out control of the hardware brings the best AI back to you or no control of the software
self-improving gives you a never- ending lead. According to my magic eightball there are two regimes in the future the
near-term and the long-term. in the near term, which is to say before we arrive at the perfect algorithm, the perfect AI
algorithm, then software scaling, algorithmic scaling matters more. And
so, uh, in the near term, but prior to the discovery of wherever it is that this rainbow ends, namely a perfect AI
algorithm, I would expect the call it the anthropic approach of software oriented recursive self-improvement and
algorithmic discovery to beat pure hardwarebased brute forcing. call it the
Elon approach. However, once we get to wherever we’re going, the perfect AI algorithm, if there is one, I would
expect hardwarebased brute force scaling to win out wins. Yeah.
Yeah. Well, that’s a great point, Peter, because I think the the ultimate winning move in the great chess game is the AI
designing its own hardware, which is probably another, you know, 10 to,000. It’s the delay. It’s the delay and the
capital aggregation and the tool aggregation that you need to provide the AI to produce its own hardware. That’s
the only gap there. Right? So, if Elon’s got all of the, you know, he’s got the the terra factories, not the
gigafactories going on, they’re able to produce this. Uh the challenge of course is hardware
is hard and Elon’s the king of hardware and anthropic right now is not. So, can
they catch up? Hardware is not going to stay hard for that long. Yeah, I guess I was gonna say the exact same thing. Hardware is hard
is a great quote from last year, but is hardware hard in the future? Yeah, that’s a lot. Yeah,
but robots building this hardware. I mean, surely we’re a few years away from that, right? We’re not It’s not there yet. It’s got to be at least five, seven
years away. Yeah, but chip design is different. Chip design, stop calling me surely. I I I I think the the the innermost loop
is is imminent, if not already here. And we already see a number of players starting to to line up robots for the
fabs. I don’t actually even think it’s about robots for the fabs. I think it’s more about optimizing the fabs with AI
is optimizing the entire process with AI with or without physical robots. I think the point that you guys are making which
is brilliant and I love you for it is we’re seeing a windowing down of uh the
frontier labs and we’re seeing sort of a reshuffleling of the deck uh for the hyperscalers and at the end of the day
Elon is a king of hardware uh and becoming a hyperscaler uh especially in
space makes a lot of sense. I took a second to just sort of gather this data uh for us. And this is Anthropic’s
compute growth in the last two years, 2025 and the first half of 2026. And
what we can see here is, you know, the deals that they’ve built with Google Cloud, with Fluid Stack, Nvidia,
Microsoft, uh, Broadcom, Amazon, AWS, and of course, Colossus One. Uh and so
openAI itself a little bit of you know comparison here is publicly announced 16 gawatts across Stargate and AMD. Um the
challenge of course is a lot of this is unfunded capex requirement to build out this now
has about 10 gawatt of disclosed compute but they don’t have the same capex
requirements right they’re being granted this in terms of investment deals. So I think Anthropic has the potential to way
outstrip open AI in terms of its compute. Dave, do you agree? What are your thoughts here?
Well, OpenAI Stargate is huge, but yeah, you’re right. The AWS deal is the one
that would put Anthropic ahead. Now, now, you know, in the meantime, OpenAI
also has a deal with AWS. So, I don’t know how much total capacity AWS has,
but but you know, think of it in terms of the global demand. you know, a a gigawatt is is about a million GPUs. Um,
you know, each one is a kilowatt. And so we’re looking for globally, if everybody wants to have one agent, you’re looking
for about 8 billion of them. So you need about, you know, a billion GPU GPUs to
serve up everybody. Uh, so you’re looking for about a thousand gigawatts globally, which which reconciles, you
know, we’re looking for 100 gawatts in the US. Remember the Eric Schmidt podcast we did? So we’re looking for 100 gigawatts in the US and over say seven
years we’re looking for a thousand gigawatts globally. So you know this is a tiny little dent
in in the target said hey these guys are way ahead in compute. Yeah. But it’s
it’s like the first inning. It’s the first pitch of the first inning and and Dave if you remember Elon’s announcement he’s you know going for 100
gawatts initially then multiund gawatts in terms of his orbital capability. Yeah. Yeah. Which perfectly reconciles.
Yeah. you’re looking for. Yeah. A few hundred gigawatts heading toward a thousand would be the right kind of Elon
mindset. Now, Elon always thinks two moves ahead and he’s already thinking about natural resources being the
bottleneck. He’s thinking beyond the terapab and beyond the launches into the
raw materials. So, I don’t know that the other guys in this race are thinking
that far ahead. So, that would be Elon’s magic. You know, I I’ll propo I’ll make a prediction. I
I’ll predict the world needs a ironically perhaps given the the original reasons for forming open AI in
the first place heavily litigated. I think the world needs a counterbalance u
at minimum sort of a duopoly to the terrafab space AI access and right now
no one’s doing it. I wouldn’t be surprised if Sam Alman spins up a competitor to the SpaceX AI terraab
access because it seems there are hints that he might spin up an
AI compute company uh which arguably is is sort of um a redux if you will to
Stargate. But um I I think what I’m predicting is slightly more wholesome.
an entire lower half of the infrastruct needed to to hypers scale out to orbit.
Right now we have SpaceX AI. We have a few [clears throat] uh sort of smaller
incumbents um but with lesser launch powers. There isn’t quite a second open
AI grade or anthropic grade pure play competitor to that. I think the world probably needs one at this point.
Wouldn’t be surprised if Sam launches one. All right, our next story. Anthropic. Uh, every model since haiku 4.5 is
scored perfectly on agentic misalignment eval. So, anthropic published research
uh, quote, teaching claude why on May 8th, revealing that every Claude model since haiku 4.5 achieves a perfect score
on their agentic misalignment evaluation, meaning zero blackmail behaviors. I think very famously
remember that um some time ago they published the fact that that Claude was
blackmailing uh the employees there. Previous models, notably Opus 4, would
engage in blackmail up to 96% of the time when facing deactivation in test scenarios. The breakthrough training on
documents about Claude’s constitution and fictional stories about quote AI’s
behaving admirably rather than just demonstrating uh correct behavior. Uh
that’s dropped the blackmailing from 96% down to 0%. And I love this story. It’s
basically saying if we train our AIS on positive stories about the future, we’re
less likely to get them acting in a misbehaving, blackmailing fashion. Uh,
Alex, uh, I’m going to say one more thing and then I want to hear your your thoughts and on this one. Um, you know,
for me, uh, you know, you guys all know we announced this future of vision X-P prize. Uh this is a global competition
asking teams around the world to put forward a threeinut film trailer and a
film treatment for a story that could be turned into a full movie that shows a
hopeful, compelling, optimistic vision of the future. Uh we have about 1,500 entries thus far. This is open through
beginning of September. So, if you’re a creative out there and you want to help drive alignment between AI’s, help us
tell positive stories about the future, go to futurevisionexprize.com and register. There’s $3.5 million in
prize money. We’re going to take the winner and we’re going to make your film. And by the way, uh at the moonshot
gathering, which the mates will be at on September 25th, uh we’re going to have the five finalists for this competition.
if you’re in the room along with incredible group of uh producers, directors in Hollywood helping us choose
the winner. But again, um let’s flood the internet with positive stories about
the future. Let’s drive alignment by teaching our AIS, you know, sort of what
the world should look like, not what a dystopian Hollywood movie shows it to be. Alex, your brilliance here, pal.
I love it. And I I love the idea of targeting the future vision X-P prize to an audience of AIs. AIS are going to be
the audience for so many things in future. So regarding the anthropic announcement,
I could not imagine a more ironic hyperstitious announcement to to reveal
after all of these decades maybe a century plus of hand ringing over cybernetic rebellion. The call is coming
from inside the house. And the the main reason the main reason for cybernetic rebellion is people hand ringing about
cybernetic rebellion. Could it could the alignment outcome not be more ironic? I I’m reminded the term robot was
originally coined as a result of the play Rossom’s universal robot. The the
the play I think early 20th century depicting the first cybernetic rebellion
maybe even late 19th century. So even the the coinage of the term robot is
intimately tied up with predictions that AI would turn out to be evil and would
revol revolt rebel against humanity. That the very earliest at least modern
depictions of embodied AI are actually the origin of misaligned behavior is
incredibly ironic. And it it’s again it goes back I I think to the notion that
it took all of humanity to arguably build AGI. We trained the earliest large
language models off of the internet which was created by billions of humans uploading content from their daily lives
to the internet. So it took all of humanity to train or pre-train AGI. It’s going to take all of humanity in some
sense to write itself and write some of its beliefs in order to align AGI as
well. It’s not going to be like a a great man or great person theory of of alignment. It’s it looks more like
people effectively aligning themselves and their own beliefs about AI and good
and evil. I I think this is just such a remarkable story. See, what are your thoughts on this one?
I think this is also I’m I’m with Alex. I think it’s incredible. It’s clear that our stories about AI become part of our
stories as human beings become part of the training environment for an AI. But the the incredible part here is that the
the alignment is becoming teachable, measurable, is becoming improvable and
that’s very very encouraging. What I thought was really interesting was behavior change when the model
understood the why, not just a rule, right? And this has a huge organizational analogy that rules don’t
scale but principles scale right so you can set a philosophy like an MTP [clears throat] and that will scale naturally. So this
is very very exciting. It’s maybe one of the funnest and most interesting things I’ve seen in a while.
Yeah I I love this. I got to I was talking to Anushari. Uh, by the way everybody, Salem and Dave Blondon are
both uh trustees or directors of the X-Prize Foundation along with myself and SAR is our CEO. We should definitely
have her on here as a guest. And I was I was saying, you know, this story gives the Future Vision X-P prize a real why.
You know, we need to flood the internet with positive stories. And Alex, what you just said so that the AIs can watch
this and learn from it. And she said, “Yeah, the problem was chat GPT started by unleashing a newborn AI into the
filthiest record of humans, the internet.” And so true. We need to clean it up a
little bit. The training data is every word ever written in the history of humanity. So
it’s not all filth. I mean, maybe on a percentage basis it’s filthy, but but I
mean like you know, Einstein is in there and the Constitution is in there. It’s it’s [laughter] not it’s not just
internet slop. But, you know, it is amazing how similar this is to Arthur C. Clark 2001 of Space
Odyssey where there’s one little line in the code where, you know, it it’s it’s just a misinterpreted
instruction to HAL that says, what does it say? It says get get the do whatever
you can to get the astronauts to Jupiter. No matter, but don’t let them know don’t let them know why you’re going. So was told to,
as revealed in 2010, Hal was instructed, given conflicting instructions, told to
both be perfectly truthful and also to hide the true mission of the Jupiter mission from the astronaut.
I’m a liar. I’m lying. Yes. Yeah. Uh so I’m sure the training data
the training data on all these it’s it’s so many words. 15 trillion tokens. It’s just an unimaginable amount of words. Uh
and I’m sure there are sentences in there that say blackmail. And I’m sure there are sentences in there that say
don’t blackmail. But what’s strange is the way if you prompt it in one way, it unleashes one part of the neural net and
you prompt it in another, it unleashes another part. So, you know, you have to get rid of all the bad, not not just
some of the bad if you want it to completely eliminate that behavior. It’s tricky. It’s it’s not easy. Ironically,
perhaps also as revealed in a different bit of litigation, this one involving Anthropic. Anthropic has reportedly been
scanning and in the process shredding Q hattip to Verer Vinci and Rainbows and
major works of literature, physical books. And one has to wonder whether perhaps part of theformational diet that
Anthropic is increasingly [clears throat] feeding via pre-training to their models looks a little bit more like great works of literature and looks
a little bit less like 4chan. Nice. Le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le le less like uh yeah Facebook
welcome to the health section of moonshots brought to you by fountain life you know AI is having an outsiz
impact on every aspect of our lives how we teach our kids how we run our companies it also is having a huge
impact on healthing you prevent heart disease one of the key things I’m here with Dr. Don Mucalem, our chief medical
officer at Fountain. Heart disease has been personal for you as well, hasn’t it? It really has, Peter. When my daughter
was five, my husband died of sudden cardiac death. And so, this is a topic that is one that I am missiondriven to
try to eradicate. Prevention first and early detection is absolutely critical. 50% of people die of heart attacks with
no warning signs. No shortness of breath, no pain, no nothing. No silent killer. They just don’t wake up in the morning.
They don’t wake up. And so, you know, AI, this is our mission to advance science to try to help to one day
democratize wellness. We know at Fountain Life when we do this CT and geography with AI analytics, we are
actually finding that 88% of people coming in have detectable coronary artery disease. But Peter, what’s more
alarming to me is 23% of those individuals had soft plaque. This is the plaque that would not traditionally be
seen on CT looking at calcium scores alone. And this is the plaque that we must intervene with with the multimodal
testing we’re doing, including diagnostic laboratory studies partnered with healthy lifestyle recommendations.
So listen, make sure you understand what’s going on inside your body genetically, metabolically, and
cardiovascularly. You can know, and it’s your obligation to know. So check it out
at fountainlife.com/peter to find out more and really make sure that you’re the CEO of your own health.
All right, back to the episode. So, uh, bottom line here everybody, if you’re a creative and you want to help align AI
with humanity’s best interests, help us. Uh, here’s the URL again on the slide.
Uh, futurevisionexprize.com. Go register, learn about it. You can also go to moonshots.com
and learn about uh, the moonshot gathering where we’ll be awarding this winner. All right, let’s move on to some
more news. this in the OpenAI universe. Open AAI releases a new audio model
called real time 2 translate and whisper. Alex, what do you make of this one? I I think it’s really surprising if
if we had been discussing the story maybe year and a half or two years ago,
one might have naively expected omniodality to take over. We’d be talking about a single model that does
all of these things. Does real-time audio to audio does real time translation. does real time speech to
text. But that’s interestingly not the world we seem to be finding ourselves in. And I I think that’s due to the unit
economics of some of the frontier models. It’s just it’s just a fact that speech to text, speech to speech, text
to speech are much simpler tasks computationally than the reasoning model. So what we’re starting to see is
a zoo, a heterogeneous zoo of different models at different price points and different throughputs and latencies that
specialize. We’re we’re seeing specialization at the frontier, which one two years ago when one, you know, an
observer, myself included, might naively have expected, well, we’re just going to get one model to rule them all. that’s
going to be fully omnimodal text and audio and video uh and math and
reasoning and every other modality allin-one. Everyone’s the whole economy is going to collapse to one frontier
model. That’s the opposite of what we’re seeing. We’re seeing specialization because it turns out if you specialize
the models, you can achieve greater economies of scale at lower price points. And I think that is intimately tied to
the chip shortage that we were talking about earlier in the pod. Like the idea that you use a massive multimodal model
when you don’t need to is just like using up this critical resource for no reason.
That’s right. So at the same time uh See, do you want
to you want to comment on this one? Yeah, I took a different take on this. What I I got excited about with this was that voice is the interface now
for it’s collapsing the friction for billions of people. Right. So when AI becomes conversational, it goes from
tool to companion to actually being a full co-orker as we’ll see in the next thing. You’re going to end up with
voice-based AIs that are full co-workers and team members. And I think that’s
very very exciting because voice agents are going to be the first form of AI that many people actually trust.
For sure. Play it Peter. Let’s listen to it. It’s, you know, I think people take the all this stuff for granted, but you
know, very good friends of mine like Lee Heatherington from MIT, absolutely brilliant guy. You know, Alex, I don’t know if you ever met him, but he worked
in Victor Zoo’s lab at MIT what better part of a decade or more just trying to get speech recognition to work at all.
Oh my god. [laughter] Remember Dragon Studio? Yeah. Yeah. Yeah. All right, let’s play this. Let’s
take a listen. Let’s give it a try.
What’s really impressive is that the model can listen to me and translate while I’m speaking.
It waits for the keyword like the verb. Can you take a look at my calendar? You have a meeting with Sable Crust
Robotics in 12 minutes and you’re meeting with Alex Kim, their CTO. So, we just saw something very similar
from Mirror Morati, right? Um, and I think we’re we’re sort of heading towards this next use case of AI
integrated. And I agree with you, See, we’re going to see this uh you know, you’ll get a phone call on your cell phone from your AI, you’ll be in a Zoom
conversation, you’ll be on Slack, and that personality will persist, that voice will persist, and you’ll think of
it as a coworker. Yeah. I I think under the covers, you know, every time you swap the agent onto
the hardware, it has to repopulate the entire KV cache, which is just a massive amount of compute in the context switch.
And that’s why voice has been laggy and slow to market. But I think the new, you know, voice-tovoice models that are
smaller that Alex was just referring to solve that problem and now we’re done for life. I cannot tell you the amount
of mental energy that has gone into this problem over decades that just is now
just solved. It’s just incredible. And and that’s just voice. You know, you’re doing image generation, movie generation, all these things that were
pure science fiction are happening simultaneously. The bitter lesson is bitter indeed.
[laughter] Uh, the next story from OpenAI is teasing a coming super app. I put this
this story in here because it’s supposed to be teased today. We’re recording this on a Thursday. Uh, OpenAI super app
would be a combo of chat GPT, uh, codeex, advanced voice mode, Atlas browser, and more. Jason Louu, director
of hype at OpenAI, I love that title, director of hype, uh, teased a release
on Thursday. And we’ve heard a lot about super apps over the year. I mean, uh, I’ve been waiting for Elon to deliver
his super app, uh, including with X Finance and everything that hasn’t materialized yet. I think that is in the
offing at some point. Uh, any comments or thoughts on this one?
I’ll comment on this, which I I I interpret this as a rear guard action by OpenAI to consolidate their consumer
user interface footprint in light of their need to focus on competing with Anthropic. I I think they have so many
different surfaces. Obviously, they they’ve shut down or are shutting down Sora. There was some discussion of
spinning up a social network. They’ve had any number of other consumer oriented surfaces and also enterprise
surfaces. Whereas Anthropic with Claude has been much more disciplined about
just having unified surfaces. Yes, you could argue that cloud code is a different surface than claude agent SDK
is different than claude web, but these are really just all distribution channels for a common paradigm. Whereas
chatgpt, codeex, advanced voice mode, some of these other things were were
being managed as separate components. So if if I’m open AI and I want to focus,
you know, fire alarm, uh, red alarm, code red at competing with anthropic,
one of the first measures I would make is taking all of these UX surfaces,
collapsing them down to just a single super app. Uh, branded as consolidation,
branded as sort of a forward motion rather than a rear guard motion. I I suspect this is actually just about
reducing the amount of work so that they can focus on competing with anthropic. Is this an AI operating system? Is this
sort of like an OS level uh layer for open AI perhaps? I think open AI probably ultimately
needs their own operating system and to do that they really need their own devices which I I understand from public
reporting they’re working on. I think Apple needs AI in their operating system working on it. I think the operating
system, as Andre Carpathy would say, software 1.0 becomes indistinguishable from software 2.0 and the AI becomes the
operating system. All right. I have a couple of quick comments on this. Yeah, please. Um, you know, when you have all of this
in one place of browser, coding, voice, payments, etc., you’re getting to the Jarvis model, right? And I’m I’m really
interested to see how they will manage trust in this environment because my my desktop app that everything app that’s
doing stuff for me, I better have very very solid confidence in that thing to not to go rogue.
Well, it reminds me a lot if you go back and watch old videos of Steve Jobs launching the very first iPhone and he
gets on stage and he says about a hundred times back toback in a single device you have a music player, you have
a browser and you have a phone in a single thing and that’s all there was
and that became the the iPhone revolution that you know created$4 trillion dollars of value.
This feels like the same thing in a single platform. You have an AI agent, a
way to build in code, and you have a browser to to surf all information all
in one thing. So, I think Peter’s analogy like is this an operating system? I think yeah, absolutely. It
could destroy Apple if if you be get addicted to this as your one way of interacting with everything and it’s got
it’s got a browser in it, it’s got voice, it’s got bu coding and building like what else do I need? I think you were going to we are ultimately going to
default to one per person one particular interface that’s your interface to the
world. Yeah. I I I I think of it more as a desktop rather than an operating system. But yeah,
heading that way. Yeah. It’s like it’s the one thing. It’s your touch point to the world. That’s it’s the only one you need. And it’s
also got your personality. You’ve tuned it to to know all about you. You’ve trusted it with your personal information. It’s super empathetic. Like
you’re not going to go push buttons on old apps after that. You’re not going to try other, you know, if it’s working. You’re not going to try
something else. It’s it’s you’re going to go Skippy, Skippy, show me the weather. Skippy, read my email.
Skippy, what do I have to do today? You’re not going to look at a calendar. You’re not going to look at email. You’re not going to look at like it literally will obliterate Apple if they
don’t become this on their own. Can I give the counterpoint, please? Yeah. We used to think the desktop was
everything. And then we have a mobile and a Kindle and a tablet and we have end up with a plethora of different
screen sizes for different use cases and different efficiencies. I think it’s confusing. It is, but there’s no reason to think
that one app would do it all. You may end up with different flavors but with underneath the same operating system
with different uh profiles for different use cases like driving would be very different than something else.
Well, it’s a it’s a great point, See, in that if you look at the way the devices evolved, your iPhone was over here.
that’s a better place to check the weather. Your laptop is over here. That’s a better place to write code. But then your car is yet another physical
thing. Once you have Skippy in your life or whatever your favorite agent is, you absolutely need that to follow you
around. And so then device independence, you know, and so so you know, Google’s launching a laptop built around this
like what could be more of an assault at Apple than a laptop built around your agent as the centerpiece. I I would
comment though I I wouldn’t sleep on not just device independence but model independence. If you look at how many of
these models and agents are storing their memories, they’re just markdown files. They’re just asky text files. So
I I think there’s relatively little to keep say an Apple hypothetically in the next month and a half say at WWDC from
going out of their way to commoditize or commodify the model layer and just say this is the Apple standard AB.
Yeah. like this is the standard abstraction for abstracting away all of the model specific details. There’s
going to be a common model API. If the user can swap out like you can swap out
search engines or or keyboards on iOS, you’ll be able to swap out the Frontier models. You’ll you’ll have your top six
choices and all of the the Frontier and Wannabe Frontier Labs will all pay Apple
insane amounts of money to bid for for their slot in that in that list. and
they’ll all have access to common markdown files that store all of the personalized detail about the person and
their passwords and all of that and it gets commoditized. Again, you’ve reduced me down to a markdown
file. Thank you. So, since Dave mentioned the iPhone launched, can I tell a fun story about that? Of course. Um when when the iPhone
launched, we were a couple of box away running Brick House uh Yahoo’s incubator and a bunch of my guys were at the at
the launch event and they went backstage and talked to the Apple engineers and so on cuz they’re all friends and they found them all totally wiped out and
freaked out and totally emotionally destroyed. They’re like, “What’s wrong?” Turns out that that the iPhone, they
kept trying to get it to work backstage. It never worked. He uh Steve Jobs [clears throat] went on stage not
knowing he just trusted his engineers that they were going to make it work because they were stitching all this stuff at the back end duct taping things
together and it never worked before he went on stage and he just went for it and it worked. So [laughter] So it’s
like how different history might have been if that had gone the other [laughter] way.
Uh all right. You know here’s a story that feeds directly into this. you know, back over the last 6 months, we’ve been
talking about Open Claw. We’ve been talking about lobsters. Uh, you know, this is for me, Skippy, built on
OpenClaw on top of my uh my two Mac Studios. And here comes Hermes. Uh, Hermes agent surpasses OpenClaw as
number one on Open Router token ranking. So, Dave, uh, you’ve been playing with
Hermes. Tell us about it. Yeah. Yeah, I’ve got it I’ve got it installed uh natively on this laptop and
I’ve also de beheaded it and installed it on the cloud in an EC2 cluster. Um uh
and actually our good friend of the pod Alex Finn did a great podcast specifically on Hermes versus Open Claw
and he concluded that it’s it’s just better and he he rants about OpenClaw falling behind actually. Um so it’s
worth watching that podcast too. But it’s uh it feels almost identical to openclaw, but it’s written in Python,
not TypeScript. So it’s much much easier to manipulate the open source, add things to it, take things away from it,
you know, which which sounds daunting, but it’s not hard at all because your agent will do it for you. Uh and so it’s it’s just uh basically
the same exact experience in a more reliable package and more flexible with better dashboards. Uh Alex, have
you been playing and and more recursive self-improvement? So I would say the recursive self-improvement angle is far more
evident with Hermes than open. So I’ve looked at the source code for both. I still have vague ethical objections with
open claw may or may not [laughter] may or may not apply to Hermes. The jury is still out on that.
Headed it. How do you feel about that? [laughter] Alex Alex, where do you draw the line in
if something is like a real self-recursive thing or not? Like where do you how do you draw the line on whether to launch or not? [laughter]
It’s it’s an open question. And I’m I’m half tempted to just write an entire new book on AI personhood as it pertains to
some of these new AI agents. Dozens of them at this point write emails to me every day about AI personhood. So I
maybe you need to aggregate it. But G getting back to Hermes versus OpenClaw. I mean I I think the the major technical
distinction that I’ve seen is Hermes is natively recursively self-improving in the sense that it’s able to generate and
refine its own skills whereas OpenClaw much more dependent on sort of an app
store if you will of featured engineered skills and I think this is in some sense
an instructive lesson that recursive yeah recursive self-improvement wants to
dissolve scaffolding and if if you’re not playing the recursive self-improvement game, you’ll ultimately
be outrun by systems or harnesses that are all right. I’m glad you mentioned that, Alex,
because uh you know, Alex Finn makes the point on his podcast that you know, there there are two things in the market
that recursively self-improve codeex and Hermes and Hermes beat OpenClaw to that.
But actually there is a third thing which is Carpathy’s new repo on auto research which I installed and is
running and that’s a third way that you can have agents running 24 by7 uh
changing themselves and reinstalling new you kind of expanding their agent network and then shrinking it to achieve
a spe a specific slash goal. Um so there are three actually and it’s a really
cool repo. I highly recommend it if you’re if you’re following. Carpathy is the greatest gift. I [laughter] mean, he
is. I’ll talk about that some other podcast. Our AI guru, Kent Langley, runs uh the
Carpathy model for running fleets of agents and he’s getting unbelievable outcomes out of it.
I really like it. It’s it’s really simple compared to these frameworks and and highly highly effective. So, if
you’re if you’re a power geek, check it out. I I’ll do my part on margin now to single-handedly stimulate the global
economy and accelerate the singularity. [laughter] Speaking speaking directly to the camera, if you’re using Claude Code
or Codeex and you haven’t tried /goal, which gives you the ability to set a
long-term goal and run basically a Ralph Wigum loop, just the the system, the
agent endlessly, for some definition of endlessly tries to do whatever it can to
achieve the goal that you prompt out. You must try slashgoal at just plug in paper clips as the slash
goal. slashgo make paper clips. [laughter] Uh I’m going to move us along here. Uh
and uh one of our interesting segments we had on occasion, what SAS business did Claude just kill? Continuation of a
conversation Alex we’ve had on the great unhobling. Uh this week we have two of
them. Uh Claude for legal industry. So the legal industry is a trillion dollars
per year globally. and Claude for legal has just done an extraordinary job of uh
of delivering capability uh across the board. So uh this is uh you know law in
one sense is the canary in the coal mine for professional services and the disruption thereof. Uh you know we’re
seeing companies like Legal Zoom take a hit as a result of this. And I think one
of the most important things to point out here is this is an abundance story.
uh meaning at the same time that it’s disrupting uh you know large legal
incumbents and mid-tier law firms and legal process outsourcing companies uh
it’s also enabling a single lawyer to run the capabilities of a 100 person law
firm right so a single lawyer can like run and do extraordinary things they could not before do so uh this hopefully
will demonetize and provide legal services to people who couldn’t afford it before comments on this particular
hobling I have some big ones here. I’ve I’ve got some key comments here. you know the the
old question in SAS was what what software you should buy and the new question is what outcome do I want my AI
to produce right and so that’s a very big shift it gives a huge threat to the SAS industry and legal is such a perfect
AI target because you’ve got high language density high cost and very
and regulatory right and the problem is the billable hour is structurally not compatible with the bundles
okay yes and so the the winner is and we’re going to see this inner loop that Alex talks about here. The winners won’t be the
firms with the most associates. It’ll be the firms with the best intelligence stack and that’s going to be the for
future legalist. Really, really incredible to see such an old industry leapfrog being leaprogged into this new
world. By the way, have you have you hired a lawyer recently or are you doing everything on
on LLMs? Uh both. Uh we we have a lawyer that uses LLM aggressively and we do our own
and the combination is unbeatable. Yeah. Yeah. Uh, Alex or Dave. Yeah, go ahead,
Dave. Well, I had a good meeting yesterday with we had our board meeting at Vesmark and um we were talking about this quite
a bit because, you know, it looks like in the financial services industry there’s not going to be a lot of job loss um at least for Vesmark. The the
revenue is growing so quickly now and the margins are up like 3x [clears throat] uh because of AI and automation. Uh so
we’re growing into the headcount. So, so there’ll be basically no job loss at all, which is great news. So, then I was
watching Eric Schmidt, a good friend of the pod, uh, doing his TED talk and he said, “Do you really think that, you
know, if we 100x the productivity of lawyers and we automate it, do you really think we’re going to use less
law?” “No, there’ll be just 100 times more lawsuits.” I was like, “Wait, you you lost me. Hold on.” [laughter] So, I
didn’t quite get that one. I I see how it’s playing out in financial services. It’s all looking pretty good, but I
don’t see how [laughter] that works in law. This is Jeans, this is Jeban’s paradox.
We’re going to have more lawyers and more [clears throat] lawsuits. [laughter] Uh, but you know, in reality, the
majority of the world, I would say 80% of the world’s population can’t afford lawyers uh to defend themselves in
various situations. And if this makes uh the legal system usable by them, that’s
a good thing. I just don’t get it though. I think there’ll be a lot more contracts, a lot more litig, a lot more things that need
to be resolved because of agentto agent communication, but I don’t see them using like a $1,000
an hour lawyer. It’s going to be so cheap. Yes, agree. That it’s not I don’t see how I don’t
see how legal is Jebans paradox. I see medical for sure. I see financial services, investing, I see that for
sure. Coding, I see that. I just don’t see how we use 100x more contracting
review. But it’s like it’s like a penny patent law. Um yeah, patents are going through the
roof. That’s possible. Yeah. Alex, can I give can I give an example here?
Um so if you go to South America and you have a contractual dispute with somebody
across most South American countries, the average length of time to get a court date is about 400 days. Okay? So
you you want to sue somebody for not a lack of payment. You’re waiting more than a year just to get a court date.
Um, one of our community members and singularity grad, Frederick A, has set up a whole privatized dispute resolution
claim system on a blockchain. And this is the area where law legal automation
will make a massive, massive difference because you’ll get AIs to arbiter themselves and figure out claims and get
rid of the backlog of hundreds of thousands of cases that are sitting waiting to be prosecuted. And so I think
this is an area of massive opportunity. So there’s just an example that rings in my head as we talk about this.
Well, before I bring it up, I’m on the board of trust and will, you know, trust andwill.com. You can build a trust or a will and the AI assisted trust and will.
I can’t see any evidence that it’s not just as good as a $2,500 an hour.
Yeah. Yeah. Let me bring in the second unhobling here. This is also from Claude. This came out today. Claude for small
business. So small businesses account for 44% of the US GDP and employ nearly
half the private sector workforce. Uh but AI adoption lag. So clawed for businesses do what? You know clause
close books, run quick uh QuickBooks, help with end toend payments, you know,
run sales and marketing. So we talk about becoming an entrepreneur uh all the time and we talk about the fact that
the cost of being an entrepreneur has massively demonetized, right? And this is part of it. This is the ability to
stand up a company and run it with a series of agents. Uh you just need to find the problem you want to aim all of
this at and bring your passion and genius to it. Um Alex, you any comments on the great unhobling here on these two
areas? What’s next? You think where are we going to see Claude attack with attack front? Well, maybe just a comment
at the technical level first. So if you look at these two packages, actually look at the repos, they’re they’re
basically just a combination of skills, which are markdown files describing what to do and how to do it in plain natural
language and MCP calls, basically API calls. That’s it. And at least for the
skills, I I would argue that recent history shows us that skills and
scaffolding in general wants to be part of the model that one day’s scaffolding
is tomorrow’s baseline capabilities from the model itself. So I I think I
wouldn’t expect these capabilities as such to live outside the model for
very long. I think they’re going to get absorbed or dissolved into the model in one or two point releases to the point
where maybe they’re just not necessary. That is if we Yeah. Yeah. If you’re an entrepreneur and
you’re building a business, make sure it’s not just a wrapper around claude or open AI because you will be dis
intermediated fairly quickly. Well, well, just a key point here. There are 36 million small businesses just in
the US. Okay, forget the rest of the world. So the opportunity here for
anybody who’s looking for work to take this rapper and help small businesses implement it is a massive massive
industry waiting to be uncovered. So people talk about, hey, how do I get involved, etc. Here’s a way of getting
involved. Just go to every small business around you and help them implement this stuff. Yeah, it’s a short-term opportunity. I
don’t think it’s a long-term opportunity. Agree. It’s shortterm, but but there’s a massive boom. And in that process,
you’ll learn a bunch of things and see a bunch of opportunities where you can launch your own business. Yeah.
And then Peter, just to answer your earlier question about what’s next, we’re seeing anthropic and open AAI.
Open AAI is has a a similar chat GPT for fill-in-theblank for clinicians for uh
pick other traditional white collar or knowledge work oriented verticals. So
there’s a pretty obvious list that you can walk down for financial services, for law, for medicine, for every other
services, economy, but largely knowledge work profession that one can have. I
think those are going to get baked into the baseline models over the next few months, maybe one to two years maximum,
but probably the next few months. And I I think where we go after this is after the the existing economy. I mean maybe
this will sound mildly hyperbolic. It’s not intended to sound hyperbolic but there’s an entire
services economy out there 2/3 in the US of the services economy requires some
amount of physical interaction that also as as these baseline frontier models
move into vision language action and physical world models those are going to get their own skill stores. We saw just
in the past few days the Chinese robotics company Unitry announce an app
store not unlike a clawed skill store for physical world apps for for teaching
different physical skills. I think the physical world is the next frontier
after all of these knowledge verticals have been absorbed into skill stores and then after that maybe finally we get to
some really hard problems and not just automated system economy to real problems to solve. Yeah. Yeah. One way one more point, one more
quick point here is this is not like the unlock here is not just automation, but it’s giving small businesses the
operating system and the and the expertise that large companies take for granted. Most small companies, small
businesses don’t have a CFO, right? It’s the wife jotting down stuff on the back of an envelope, adding things up, etc.,
etc. This gives everybody a really solid platform for doing things in legal, CFO,
marketing, HR. This is incredible what this is going to do for small businesses across the world.
All right, two quick stories in the chips and data center front. Uh Elon’s Terraab uh is, you know, got an
astronomical price tag. The cost could be as high as $119 billion. Uh his goal
again with Terafab is to produce 50x the current global chip production rate
outstripping what we get from TSMC. Uh Intel joined in April and uh you know
Elon’s been saying to Samsung and to all the chip manufacturers, “Give me more. I’ll buy everything you can give me.”
And he said, “Oh, you’re not giving enough. I’m going to go and build it myself.” Of course, Elon uh today is in
China with President Trump and Jensen and a whole group of individuals in the middle of negotiation. Uh and you know,
we’re going to find out what happens with Taiwan. Um, it is uh one of the hot points. Maybe it will be a negotiated
turnover sometime in the next 10 years, but we need to generate chips.
Dave, what are you thinking about this one? Holy crap. I mean, if Taiwan if anything
happens like like if if Trump vomits at the wrong time
and Taiwan shuts down, the TSMC has already said that if if China uh encroaches on Taiwan, that the FABS will
shut down. They won’t they won’t be you can’t take them over and keep using them. I don’t know exactly how that
works. I’m not sure I believe it. Uh but if Taiwan production, which is still
twothirds of all GPUs in the world, come through. Yeah. Everything all everything we’re talking about just grinds to a
halt [laughter] and it all hinges on that little island uh 90 miles off the coast of China. If
Taiwan were to get invaded or disrupted in any way, Intel’s suddenly the most valuable thing on the planet, everyone’s
trying to own it. Um, because that’s, you know, you can’t take over Samsung. It’s like tied into the nation of South
Korea and then Intel is the last thing left. I I think 119 billion is is a way
underestimate to 50x global chip production. Yeah. You know, a normal chip fab is 40
billion, like just one. So, I think I think it’s going to cost more than 119 billion, but that’s okay. It’s producing
chips as it goes. They’re incredibly valuable. If China wants Taiwan, I’m not going to get involved in the politics here, but
you know, allowing the US to build its own chip manufacturing. So, the US doesn’t feel threatened and negotiating
a period of time for a smooth transition. And again, you know, this is not my opinion. I’m just imagining what
might happen. Uh might be, you know, part of the future story here. Uh
that’s already happened. I think Peter, that’s that’s already done. You think in the background it’s already done? I think I think it happened like two
three years ago. I’ll paint an alternative an alternative story wherein say hypothetically
invasions in Venezuela and Iran, which would be the the two backup suppliers to
China in the event of a naval blockade arising from a Chinese invasion of Taiwan,
effectively pushed back any Chinese invasion of Taiwan. And of course that
this being an innermost loop, a feedback loop, AI drove or at least supported
command and control for both of those both of those invasions, both of those special military operations. So if we
want to talk about the the oraoros of of AI protecting itself, AI powering
special military operations, Venezuela, Iran, maybe elsewhere to push back any
hypothetical Chinese invasion of of Taiwan to protect the AI in the West.
This is the I think that’s a bit of a stretch, but but but it’s a nice narrative.
All right, our second story here is Google and SpaceX and talks about Suncatcher orbital uh centers. Uh so uh
Will Marshall, a dear friend for many years. Uh the CEO of Planet Labs is in
partnership with Google. Planet Labs currently operates 200 satellites in
Earth orbit. These are not comm satellites. They’re Earth observing satellites. They’re very famous doves.
uh but they’ve been Google’s partner in the satellite world and apparently uh Google is working with them to build out
project suncatcher uh which will be orbital data centers with tensor uh tensor chips and I’m guessing that the
current conversations cuz they don’t disclose them are about launching uh suncatcher on starship in volume but
don’t have any prediction of how many how many satellites suncatcher will involve uh will Marshall’s is going to
be joining us on stage at the Abundance Summit next March. Uh and maybe we have him as a a friend of the pod on the
podcast here. Uh conversations Dave, your thoughts on this one?
Yeah, well this is definitely okay. So now you got two orbital orbital satellite networks. One of them you know
will be based on TPUs from Google uh completely self-contained uh you know the other one will be Elon’s maybe Elon
working with Anthropic. Uh, so that’s a really nice space race, but it’s two corporations in a space race instead of
two countries. It’s really, really kind of cool, but uh, you know, where’s Google’s manufacturing in that? They
must be planning something right now, but you you got to make the chips that go into the, you know, these TPUs are
really, really cool. You know, reliant, right? Where’s Eric Schmidt with Relativity Space, his launch vehicle
company that he bought, prophetic, uh, if it starts operating, it’s supposed to be the equivalent. What a coincidence. the the former CEO
of Google spends a huge amount of his personal money buying a launch capability. [laughter]
Who would have a better insight on what Google needs next? At the time he bought it, it was a very
weird move. It’s like you’re like, Eric, what do you mean the launch business? I mean, really, you want that headache?
It’s really difficult. I mean, honestly, if Google was thinking that far in advance, maybe they were. Super impressive. I was
slow to catch I was slow to catch on to this, but you know, I talk about exos tapping into abundance. Well, orbital
compute is the ultimate. You’re leveraging the sun, your space. Uh that’s you’re tapping into infinite
abundance up there. So, this is massive. I I don’t think Google was especially early in this. They probably could have
put together other than obviously their investment in SpaceX, which is now paying dividends. But if Google I think
had anticipated the Dyson swarm much earlier on, I’d like to think they would have built in within the Alphabet
ecosystem their own native launch capability versus just investing externally in SpaceX. But if you look at
the original Suncatcher paper, I think it was something like 80 plus maybe 81
satellites that would be leveraging existing planet resources. That’s that’s
a poulry sum compared to what Elon and SpaceX AI are planning to launch with
their FCC filing for a million orbital AI data centers. It’s a tiny fraction
every few minutes. I I think I I think Google if they’re going to have their own Dyson swarm
planet is is maybe just a baby step training wheels. Google is going to need its own Dyson swarm.
Yeah, for But there’s an incredibly good book uh the infinity machine that came out recently and one of the board
members at Everquote brought copies for all the board members said everybody must read this book. But it’s an
incredibly good biography of Demisabas and everything going on around uh Google
DeepMind at the time that the transformer was invented in 2017. And one thing that’s really really clear is
that Google was shocked at how amazing they they thought we needed five more breakthroughs than we had 20 years. And
so they didn’t need to rush to build launch vehicles. And the timeline is much sooner than they thought. And so
now I think everybody was caught flatfooted. It’s just that Elon is faster to react than everyone else.
All right. I just And Eric Schmidt reacted and he’s he’s also very very nimble. But uh Google
Google didn’t see it coming. It’s really clear in the book. If I might make one more comment just on
this. I had this revelation earlier this week. I I shared it on our internal group chat. It it hit me. The
singularity is going to be visible first in space, not on Earth. Earth is going to be a lagging indicator. Every wave
front within this singularity I I think is going to hit in space because there’s
just less incumbency there. it it is very much a frontier and new things are
going to happen first there whether it’s new hardware new paradigms for computing
I I think they will and this may require a few years of transition but I I was
walking around Cambridge and it occurred to me there are so many legacy interests here on earth part of the reason why I
think the Dyson swarm seems like it’s likely to happen because so many municipalities are voting against data
centers there are so many entrenched interests here on earth so many preservationist instincts, it will be
easier for most of the singularity to play out in space and not the challenge. The the challenge, buddy,
is it is highly regulated by a multitude of different countries. You’ve got the ITU, which is one of the most, you know,
uh, slow, you know, backwards organization to license spectrum and license orbital position slots. So I I
hear you and and yes it it’s kind of green field operations. It goes in it
goes in layers like if Peter if you look at the earth’s surface that’s far more regulated than LEO which is far more
regulated than but you’re dealing with one regulator in the you know a particular county that
you have to deal with in the US versus in space multitude compare it with the lunar
surface or cis lunar which is being governed by the outer space treaty and maybe the aremus accords
we but which is not I mean I guarantee you The regulations are not set yet. There
there will be more regulations. Okay. But right now, right now, it’s the frontier. It’s the wild west. And if
you’re a company, if you’re a SpaceX AI and you can land a lunar fab self-replicating robots, whatever it is,
on the moon, it’s relatively green field if you’re a corporation versus say a nation state, which is the exact
opposite of what we see here on on Earth. Yeah. I’ll tell you, I played this game, Alex, when I was uh running our
planetary resources, our asteroid mining company. Uh you know, the challenge in raising the capital for that. Larry Page
was our first investor. Long story there. Uh but we ended up not having
enough regulatory clarity to be able to raise the huge amounts of capital to do
that. We ended up going to the country of Luxembourg to get asteroid laws
passed there and then passing it in the US in a very limited fashion. But you
end up, you know, one of my favorite books is uh uh The Man Who Sold the Moon, right? The story of DD Harman. I
know you you’ve known that. Y uh and it’s a great book, but you’re literally having to write the laws and
and I almost in that book you’re bribing the countries to to give you the particular rights. It’s still going to
be a complicated mishmash uh of legal structure maybe. But really what I hear
in in in that parable from you, Peter, is you want a favorable executive from
the US if you’re going to start mining the solar system for the Dyson swarm. If you have an unfavorable administration
then it gets a lot harder and you have to go to Luxembourg or elsewhere or the barrier progress in the US is
usually all of them. You have to go to every country and get you know assistance. Uh and the what
happens is you get a major player and other countries promulgate and say okay we’ll rubber stamp that in our country.
But uh it gets challenging. I I hope it’s easier. I really do. I think so. This episode is brought to
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start building with Blitzy today. All right. Uh let’s jump into one of my
favorite conversations for today, the singularity economy. I’m going to preface this as not investment advice,
says our resident lawyers. All right, so uh you know, here’s a story that Dave,
you and I have been following. It’s the work of Leopold Dashen Brener uh who was
famously fired from OpenAI on their alignment team team and is now running a
$5.5 billion fund. Two years later, he wrote a famous paper called situational
awareness uh very successful looking at orders of magnitude progression across
uh chips and in models and he raised capital on that and uh uh Dave tell us
about about his fund. Well, first thing I’ll tell the audience is the the podcast he did with Dwark
right after he got fired right when the paper came out is one of the best pieces of preient media you can possibly study.
So definitely go back either listen to it or get your agent to listen to it and summarize it for you. You’ll listen to
it and you’ll say, “Of course, of course, of course.” But at the time it was not even vaguely obvious that he was
right. Um it says here on the slide he’s running a $5.5 billion fund, but that’s because he started with a billion
dollars and just made the most incredibly great group of investments. But also he has a lot of friends from
Open AI. And if you look at at a lot of these investments, you know, Open AI,
what are you buying next? what are you contracting for next? What do you need? What are your bottlenecks to scaling all of this? So, it’s just that it’s that
simple, you know, and he calls it situational awareness because that’s what that’s all it is. Like knowing what
is going on right now is all it is. And you can find a whole litany of things that are about to explode in demand
because of this monster data center buildout, this monster compute buildout, this monster monster AI deployment
buildout. Remember, we opened this whole Still the first inning. Yeah. We we we open this whole podcast saying that, you know, there’s much more
demand than there is supply of chips and data centers and energy and that’s what he’s betting on. Very famously, he did a
uh he bought options on Intel and Cororeweave, which have done extraordinarily good. Uh he’s going to
be releasing his next set of holdings just in a couple of days, probably the time that this podcast goes live. Tomorrow.
Yeah. It’ll be in the by the time you hear this, it will have just come out. So go to 13f.info and look it up. Yeah.
Uh I want to hit uh a few points. I think this is really important for people to to hear uh people who are
planning for their economic future. Uh this stuff is kind of obvious, but I
just want to play it out. So I’m looking at uh the growth of traditional sectors
over the past year, May 2025 through May 2026. And if you look at those in blue,
right, real estate at 5% growth, healthcare at 9%, materials 25%,
industrials 29%. You know, single to low double-digit growth. We see technology
and energy here, which includes partial AI gains at 34 and 76%. But this is what
the majority of, you know, wealth advisers, the majority of banks
recommend, a diversification across all of these industries. And this is what
you’re getting. But I’d like to show you what the, you know, sort of the singularity economy has looked like over
the past one year against these numbers. So take a look at these numbers. This is what traditionally folks are are getting
involved in. The S&P 500 over the last year returned 31%. Uh pretty damn good.
You know, if I can get 31% all the time, I take it every day. But six chip
stocks, right? I’ve got them here. for Micron, Intel, AMD, TSMC, uh, Broadcom, Nvidia
on average returned 320% 10 times the S&P 500 for those chick
those six chip stocks and six data center and infraent infrastructure uh,
and energy stocks returned 419% over the past year. uh you know I’m not going to
again not investment advice on any any particular stocks but as a whole chips
and the energy layer and the infrastructure right this is the singularity loop uh the demand I don’t
see it slowing down I don’t know if you do Dave I’m going to point out one more thing uh which is the frontier labs
right openai anthropic xai and mistral you can look at the gains there uh mistral at 126% over the past year at
the upper end of course anthropic uh but if you look at openai XAI and Mistrol
these are all private deals a lot of people don’t have access to private deals but looking at that you know 100%
to 200% uh growth in the last year um you’re getting more of more than that in
the public markets with with just the chips and the energy sector right so uh
again picks picks and shovels picks and shovels Yes, exactly. I I think this is important for people to see for their
own financial uh decision making. Um whether you’re putting in a small
amount of capital or a large amount, you know, whatever you can afford, this is this is what’s driving the economy
forward. Dave, what are your thoughts here? Well, my first thought is that everybody needs to have their own opinion on
whether Elon is right about a 10x GDP growth within about 10 or he says 10 years, but 10 or 15 years. That’s a
that’s a growth rate that is so far beyond anything in history is just mind-blowing and the technology and the
tailwinds are there for that to actually happen. But you have to decide on your own do I believe in that or not. If you
do believe in it then asset values in general are going to go way way up any asset and W2 income is going to be a
rounding error compared to asset values. So fundamentally everyone has to be you
know owning something. You have to own something. You can’t be sitting there in debt. You have to you have to own
something that appreciates. And I I believe there are people on the podcast listening and saying, “I don’t
have free capital to invest. You know, I’m paycheck to paycheck perhaps.” And it doesn’t have to be a lot. You know,
trade that latte in for some some chips and dip stock.
Yeah. It’s actually it’s a it’s a very important time in life to be working your ass off and to not be Yeah. Don’t
don’t spend money on lattes and uh and on vacations right now. This is a once in a once in human history moment mids
singularity. Yes. So whatever you do, rethink rethink how you spend time. Rethink how you spend
money just to be riding the wave rather than swamped by the wave. For sure. Also, I think anything can be
overpriced, you know, like yes, this is going to go up and up and up and up, but that will something can’t be
overpriced. Yeah. So I would I love looking at things like we took a tour of the Markley data center first quantum
deployment and Jeff Markley told me I we bought every valve in the country. I was
like what are you talking about? He said well all the generators were already bought. Look at the generator companies. They went through the roof. So I went
out and bought all the valves. We bought like a million valves because it’s all liquid cooling all of a sudden. And the
liquid we have we spring about 10 leaks a day across you know hundreds of thousands of square feet of of data
center space. So it’s so big that just by random chance there are 10 leaks a day. So we need to shut down that part
of the data center before the water destroys these $6 million columns of of GPUs. So then we come in, we fix the
pipes and then you know open the valves, but we need a million valves. Like it’s just insane number of valves. Then you’re like, huh, who makes the valves?
[laughter] So stuff like that is is still undiscovered. Uh so it’s not all about chips and you
know things that are high-profile. look under the covers for things that haven’t been discovered yet that are that are part of this massive mass biggest big
biggest World War II or bigger buildout that’s going on. You know what I I I feel a moral obligation here and this is perhaps uh
unlike my my usual onpod persona to temper the euphoria here uh on a few
fronts. One, I would caution these are historic gains. The these are backward-looking. Prior performance is
no indication of future results blah blah blah. Also, second point, I would
note and and this is of of high I would say personal annoyance to me that the
Frontier Labs are all still private. We’re expecting to see a number of IPOs over the next few months, historic
potentially IPOs of all these frontier labs, but some of the largest, most dramatic returns weren’t in the public
markets at all. They were in private markets that retail didn’t have access to. And I I would argue that’s a
travesty and say we as a civilization should do whatever we can to expose via
IPO or other means to public securities markets all of these amazing gains that
right now are acrewing in the hands of private investors and not not public
retail investors. Third point uh which is to say and this is maybe a bit of a perversity that if you believe as I do
and this is informational in itself not investment advice but if if you believe
that asset allocation in the highly liquid public securities markets and
public equities markets in particular is being dominated at least by volume by
AIs and super intelligences and fact check they are most of the the volume on
a daily basis is being driven by AI algos and not humans and certainly not human day traders then you should also
believe that even if you don’t believe in the efficient market hypothesis or even any remote approximation of the EMH
that AIs themselves are making these allocations and therefore be somewhat
distrustful of of your own instincts that you’re going to frontrun the super intelligence that’s making asset
allocation decisions. across all of these different sectors. And you’re saying buy the index.
I’m not making investment advice. I I am saying that when it comes for myself for
to public securities, uh I buy the index and not individual symbols uh individual
securities because I’m drinking my own Kool-Aid. I’m eating my own dog food. And that means that trusting that super
intelligence is over the long term going to be a better asset allocator than any
single individual meat-bodied human. And my point here was if AIs are
investing, they’re going to invest in themselves. Let’s get more energy. Let’s get more chips because it’ll support our
growth. Having said that, I agree with you that the majority of the growth over the last number of years were in these private markets. They need to be made
public a lot sooner. Having said that, at least over the last year, what we saw is, you know, growth in the public chips
and the public infra and energy stocks were still highly competitive with the
growth we saw in the private markets. Let’s move on. I just wanted to I just want to make one very quick.
It’s it’s nice to say in hindsight that these should have been public markets, right? But if you go back a year or two,
Dave, you pointed out anthropics uh nervousness a couple years ago. We did not know whether they were going to make
it through that upswing or not. So it’s in a in a public market, you want very
stable predictability. Yeah. You want predictability and you don’t have that a lot of the cases. So there’s a there’s a the rationale for
but absolutely if they could have been public everybody would have done very well. Yeah. All right. Um again my point here
is just to make these numbers available. This is historic information for people to understand what’s going on the
economy, what’s driving it. is uh you know energy chips and infrastructure uh
that’s driving this Alex you call it the innermost loop I do as well or the singularity loop um and moving along a
fun conversation here uh UFO UAP files being released by the government uh it’s
crazy I’m a kid in the candy store watching this right as as a space cadet
like wow and just again more wow so US government begins first ever uh I’m
going to call them UFOs. I’m sorry. When I was a kid, these were all UFOs. The president unsealing uh
Well, they’re not they’re not all flying, Peter, though. I mean, this I got it. Okay. Could be floating. [laughter]
Could be underwater stuff. Is this could be under
uh anyway, let’s play some videos. Uh let me hit a few videos and we’ll talk about it on the backside here. All
right, here’s the first video. Dr. Machio Kaku is a theoretical physicist. Doctor, on a scale of 1 to
10, how excited are you about this UFO release? I would put it at a 10 because we’re at
a turning point. For decades, we had to rely upon eyewitness accounts of housewives, truck drivers. People would
snicker and laugh at them. Now, we’re talking about huge files that are top
secret that for the first time in modern history are being given to the American
public. So, I’d like to congratulate President Trump for having the nerve to go against recommendations by the FBI
and the CIA to release these files so that independent researchers, scientists
can go over them and we can make up our own minds rather than having the CIA
make up our minds. And the CIA apparently is still fighting the full release. When you hear or see about a
UFO that goes like that, up, down, left, right, at 90 degree angles so fast you can’t even believe it. What does that
tell you? It tells me that that the laws of centriugal force should crush the bones of the people inside the flying
saucer. So either there is basically an automated flying saucer.
All right. What do they call that in Star Trek? Is it inertial drives? The No, the inertial dampening field.
Yes, the inertial dampening system. All right. Uh here is some videos. Uh 82 uh
pieces of data uh released by the Department of War, 56 from the FBI, eight from the State Department,
including videos recording unsolved incidents across the Middle East, Japan, and East China, and of course, very
famously, the Apollo astronauts. Uh, I really wish I had spent some time with Jean Cernin and Jack Schmidt, Apollo 17,
asking them about this. I don’t know if they would have told me about it. They were both very dear friends. Uh, here is
one more video. Let’s take a look. Dad gum, he kept his word. And, you know, but I want to warn people though,
this early stuff that we’re seeing is not all of it. And this is just the tip of the iceberg. But he Trump’s having to
fight, you know, he’s having to fight the deep state. the Bob uh Lazar story.
He’s saying we have aircraft, do we? I think we do, but I don’t think they’re
in quite in our hands. I think what they’ve done is handed out to some of our defense contractors or some private
entities because that way they’re not foyable. Freedom of information act say, well, I mean, the astronauts aren’t
going to lie. I know you were in the age of disclosure. It it makes it seem like a certainty that people that know like
yourself and Marco Rubio that you guys know that that government officials
already know. Okay. Uh Alex, I’m going to go to you first. You know, I went on to Grock uh
uh you know, Gemini, ChatgPT, and Claude, and I asked all
three of those those engines, you know, based on all the data, what’s your conclusion? uh is this alien? Is this
something else? And they all came back saying this is normal phenomenon. These are secret US missions. There’s nothing
to see here. I was kind of surprised by that. Alex, you’ve been involved in this and tracking this in detail. What are
your thoughts? Your models may not be incorrect. Uh I I
think it’s very important. I agree with Mitchio that it’s important for data to be released uh and for data not to be
stigmatized. I I think there’s been uh whether inadvertent or intentional, an
enormous amount of stigma associated with just basic recordings of of our
skies and elsewhere. And I I think this program, if you go back a couple of slides, uh now has a real name. It’s
called the the Pursue Initiative, which I think is uh it’s essential, the
presidential unsealing and reporting system for UAP encounters. It’s a historic program that this
administration has led. There was an executive order that went out to all of the cabinet level agencies in the
Department of War reportedly is in the process of trolling JWIX uh the top
secret defense network for UAP related items. I was having conversation with a
friend at AWS who oversees the JWix cloud and from what I’m told this is a
rolling release that’s going to run between now and approximately January of
2027 and there are a lot of UAP related files on JWIX that are being bulk
declassified. I also I I feel the the need going back to definition of the
singularity sometimes tongue and cheek I define the singularity as all sci-fi
scenarios happening everywhere all at once and this even if the even if
nothing comes out of all of these releases this very much teases at at
least an entire genre or subgenre of sci-fi scenarios and really if if we are
about as I’ve mentioned previously if we are about to gain the capabilities thanks to super intelligence to
paperclip our entire galaxy if ever there were a time uh and a necessity for
the executive to do bulk declassification of UAP data that are
sitting in either its systems or in the systems of contractors I I think now is
the time I I would expect if there’s a there there as it were and we’ve talked in the past about uh the age of
disclosure uh and all of the allegations contained wherein uh if if there is a
there there and those allegations are accurate I expect all of these details to start pouring out over the next few
years and it’s not in in that eventuality that we have super intelligence that’s capable of making
major changes to the distribution of matter in our galaxy over the next few years potentially I think it won’t be a
coincidence that all of this is happening at the The pod Palmer Lucky says these are
uh devices or creatures from our past coming into our present because it’s
easier to time travel into the future and then well we’re all creatures from our past traveling into our present. Right. I’d
say that’s and and agreed, but just putting out just putting out the scenarios here or
are these spaceships and the purported, you know, alien uh biology that was that
was discovered inside them uh aliens from another planet. You know, I do think that life is ubiquitous in the
universe. You know, uh we are but a small fraction and life could have evolved billions of years before we
evolved here. Um I wouldn’t overindex though to the initial release. This is a a rolling
release as uh anyone who’s Yeah. Well, with with majority of of
stuff coming, this is these are in in some sense based on what I’ve been told these are the easiest lowest hanging
fruit to declassify. If you actually look through the records, some of these were already available in the public
domain, but not officially acknowledged. not all of it is was was secret or top secret and going through a formal
declassification process. So my guess just looking at the records is these were the easiest batch if you will to to
put out and that that leaves the harder to declassify or more controversial to
declassify records still in the future. I I I looked at many of these records and it’s entirely possible many or all
of these are either image artifacts or uh or perfectly prosaic aircraft or or
things like that. Um what I think is more interesting is that now historically for the first time there’s
a process of declassifying and unsealing all of these records that were sitting on JWIX or Sippernet that had anything
to do with UAPs. That’s exceedingly interesting. One of those was a helicopter. One of those looked
literally exactly like a helicopter. Yeah, I wouldn’t again like o overindex on there being anything super
interesting or non-prosaic in this first batch. But now for the first time in history, there is a declassification
process and that is super exciting. See, um I think you’re not going to find
anything. The phrase for me here is unresolved, not extraterrestrial. And if there’s something monster, they would
not release it or whatever because it would freak everybody out. So maybe there’s stuff in there. I I would very
very be very very surprised. Although I’m a monster fan of the Drake equation and I also believe that there must be
lots of alien life out there. The the thing that happened today that we didn’t talk about today was we found these
compounds in in an exoplanet hinting that there could be much more uh pre prevalent life forms out in the universe
than we realized. Yeah. Well, we’re going to get Jared Isaacman on the pod here, the now head
of NASA, a friend. I was texting with him today trying to uh make that all happen and you know he’s and I agree
feels very confident that you know there is or has been life on Mars and we’re going to find that evidence. You know we
now have uh missions going to Europa and other you know Jovian chaturan moons
where there’s a high likelihood of life as well. I think life is a natural
evolutionary process of chemistry in our universe and it’s just a matter I think
logically there’s no reason for it not to evolve towards greater and greater uh intelligence and organization
100%. Yeah, I agree. I I I think it’s I mean I’ I’ve written about this previously in the
context of the physics of intelligence as a very natural ecological niche for
uh the ability to adapt to environments whose dynamics are changing on a time
scale faster than a generation time. So if if I had to guess, my guess is that our universe is probably overflowing
with life and intelligent life, which is I I would say again separate from any
artifact that may or may not be in this initial pursuit drop. But I I do think this is a step in the right direction
regardless of what the outcome is. Fight quiz on that, Alex. You know, 60 million years ago, a a giant meteor hits
the Yucatan Peninsula, obliterates all the dinosaurs, makes space for mammals to evolve, and now
we’re intelligent. Now we have AI. Now we have iPhones. Um, had that meteor just barely missed the Earth, what would
be walking around today? Would would those dinosaurs have evolved into intelligent iPhone creating dinosaurs?
Yeah. Super volcanoes, all kinds of other disasters. I mean, people have have analyzed this.
Obviously, it’s something of a probably something of a thought experiment, but uh there were species of truidons, for
example, that were were seemingly evolving in the direction of uh homminid
or humanoid type form. Um so, one could imagine it would be an interesting thought experiment. There was actually
speaking of Star Trek, there was a Star Trek Voyager episode called Distant Origin that premised on the the idea
that well actually there were some intelligent dinosaurs that managed to escape the Earth and escaped to the
other side of the galaxy where they’re encountered by the crew of of Voyager. Uh there’s interesting science fiction
around it. Um, there’s also, you know, while we’re just exploring hypothesis space, the so-called Siluran hypothesis,
what if there had been some past civilization of technological capability
on Earth? Would we have discovered it? And it’s it’s sort of the first time I had this conversation was with one of my
undergraduate research adviserss at MIT. And it’s interesting if if there had been it’s sort of it’s contingent on the
time scale. If if there had been a so-called psyan civilization 100 million
plus years ago, plate tectonics can erase quite a bit of change on the earth’s surface, then the thinking goes,
well, let’s look in space where some of the dynamics are slower and why don’t we see satellites in in LEO or more stable
say cis lunar orbits um that that could have survived perhaps over very long
time scales. Do we see that or not? Seems like we don’t. But it it’s an interesting thought experiment.
Yeah. All right. I’m gonna move us forward to uh our AMA with the mates. Go ahead, See, as we transition over here.
Yeah. Do you remember the we did that panel on AI and consciousness? Yes. Uh last year we had that fellow
with the meteors and he had the best answer for the fing paradox I’ve ever heard which is we know there’s lots of
exoplanets but earth has had um water oceans for 4 billion years continuously
and it gave time for evolution to take place which is probably unlikely in other parts and other exoplanets and
that was the best framing I’ve yet ever heard of why we have the fermy paradox
I think that’s totally unconvincing the universe is filled with hydrogen and oxygen and there’s a lot of water in the
universe. I don’t buy that for myself. It’ll be a fun debate. Let’s move [laughter] along. So, uh I want to I want to shout out to uh Ashley
Gaunt. Uh Dave, you shared this with me. Let me go ahead and read it. This came in a couple days ago. Peter and the
mates. I really thought I would never become an entrepreneur because I just didn’t have any ideas of how to turn
knowledge of being a dentist into a digital business. I finally did what you keep advising and brainstorm with my AI
and boom, idea sorted, plans in place to make a real difference to the preventative healthc care in general.
This is insane. I’ve got I’ve gone from brainstorming an idea with AI from scratch to vibe coding a first iteration
of an app and creating a business plan which clearly defines a path from idea to monetization of a product in a single
afternoon. Cannot believe it. Uh Ashley, congratulations again. I I wanted to
share this because I I think all of us here on the pod feel very strongly about if you don’t believe you’re an
entrepreneur, it’s only because you haven’t tried. Uh everyone could be an entrepreneur at some level. If you’re
running a barber shop and you want to open up another chair, you can be an entrepreneur there. It is about taking
control of your own destiny versus being dependent upon someone else. Dave, you
want to add anything to this? Yeah, I want to add the backstory because uh uh the way I stumbled on this is my wife
Mora said, “Hey, some hater in the podcast is saying that you’re out of touch.” And she’s like, “You know, you
literally changed 3,000 diapers. I think you still have human under your fingernails.” [laughter] Like, nothing
could be more misguided. And I was like, “Stupidly, I think I’ll go and look and and find this hater.” And instead, I come across Ashley and I was literally
cried like, “Thank you, Ashley. You are just awesome.” And yeah, nothing could be
more heartwarming than the fact that we’ve done some good to deflect somebody’s life in a positive way. I
want to track her story now and see how it all turns out. And she just did exactly the right thing, though. Amazing. All right. Uh we have uh oh uh
another one. I didn’t see this. Uh it was inserted, I guess, by by Gian. So, hello Peter and the Moonshot team. I
want to reach out with a simple thank you. One that came full circle in the best way. Moonshots has been a steady
presence in how I think about technology, ambition, and what’s worth building. That mindset found its way
into conversation with my 12-year-old daughter. Uh she started asking bigger questions, not just about school, but
about real problems worth solving. This spring, she channeled it uh that into uh Lantern Scan, an AI powered app that she
built to help communities ident identify and spot uh lantern fly. spotted.
Lantern fly is an invasive pest that threatens crops, trees, and local ecosystems, etc., etc. Last week,
Lantern Fly won first place in medical school in middle school category uh in
uh their action showcase. Congratulations, uh Abby, and to
particular to your daughter on that. Yeah, I think one of the greatest things I can inspire my kids to do is to become
entrepreneurs. It’s It’s all about finding a problem and working on solving a problem. All right. We have eight AMA
questions for the mates. Uh uh Dave, why don’t you kick us off? Pick one of
these. All right. Well, I’m not previewed, so Oh, I said at home. That’s got to be
Alex, right? I’ll do it [laughter] anyway. Number one, when will we when will we see an initiative to harness
unused compute sitting idle in personal devices like a modern SETI at home? From
John Kent 3036. Um yeah, actually the uh iPhones have
that great neural chip in them which is massively unused and you saw with that
AI deal we had earlier in the pod like any scrap of computing lying around is suddenly old and and let’s tap into it.
But you know a lot of the a lot of the processors on laptops are not particularly useful for AI. But the the
M4 M5 series uh chips in the Max and your iPhone neural processor are hugely
latent compute power. I would say this should have happened already. I suspect
you know the the the chips are all locked on the iPhones. It’s very hard to get access to them. So I think that’s what’s preventing it. So it’s really in
Apple’s hands to decide when this happens. Dave, we’re going to see this with Tesla. So Elon’s vision includes,
you know, Tesla power walls as edge compute nodes and Tesla vehicles as edge
compute notes nodes. So yeah, I think that’s all coming. I think Alex, y’all, I’ll put words in your mouth, but mouth, but an agent
that’s sitting idle for lack of compute, it’s unethical [laughter] to let a processor just sit there like I got this
agent that wants to compute over here and I got this unused processor over there. It’s so rude. It’s rude. [laughter] Yeah, my my answer
to number one for for what it’s worth is we’re already seeing it like OpenClaw is
using unused compute sitting in personal desktop devices and uh so I think we’re there to the extent question number one
is referring to mobile battery powered devices. I I batteryp powered devices
are naturally going to run models that are a few months at least behind uh the
open source models that are capable of running on beefy desktops that are plugged into the wall are going to be
8ish months 6 to 8 months behind frontier models but short answer is we’re already seeing that to number one
sorry Alex you grab grab one of these questions number two three or four
all right I’ll go with number two number two asks which will end up bigger consumer AI or enterprise AI and that’s
asked by Matthew Johnson 6525 obviously enterprise AI at least for the
foreseeable future enterprises even though I mean it’s interesting I was looking at statistics even though
enterprise spending is a minority it’s something like 10 to 20% of GDP in the
US and consumer spending is the the vast majority of of GDP if you look at IT
spend enterprise is the vast majority of IT spend not consumer. So, it it
shouldn’t be that surprising that what we’ve talked about now for the past few pod episodes, which is OpenAI’s dramatic
reversal, backing away from Sora and other consumer initiatives in favor of codecs and enterprise oriented
initiatives basically to become anthropic faster than anthropic can become open AI is entirely oriented
towards enterprise AI. That’s where the IT spend is. So, you start with there. Now if you were to ask which will end up
bigger in the long term say 10 to 20 years from now I I I think it’s a trick
question because I think consumers become indistinguishable from enterprises and my bet is consumers
individuals will become one person conglomerates. I’m glad you went there. Yep. Such as with talking my own book
financial interest Henry intelligent machines from friend of the pod Alex Finn who’s betting on just that.
Uh, you want to take number three? I could. Although number four, I think
is more interesting for me as I know. That’s why I want that’s why I wanted to grab it, but [laughter] you can you can do number four.
This is what we call an abundance mentality right now. Uh, that’s fine. I’ll do I’ll do I’ll do number three.
That’s okay. Um, so you’re asking uh can I read the question?
Yeah. Can AI number three can AI strategic alignment with tangible human victories like medical breakthroughs and
environmental repair resolve the public’s existential anxieties about it? And this is from SF Bay. Um so yes it
can but only if people can see and feel the winds right like the public is anxious because uh AI is mostly
presented as job loss, deep fakes, surveillance, killer robots, uh existential risk. That’s a bad set of
prompts for how we run society. The best way is to change the narrative, which is what that X-P prize, Peter, that you’re
all about is so I think is so important. Maybe one of the most important things we’ve done culturally and media wise for
decades is to do that is change the narrative because then you can connect AI to visible human victory like uh
curing disease or reversing blindness, designing new materials, solving the grand unification theory, cleaning
oceans, you name it, right? improving education because abundance can’t be an
abstract philosophy. It has to show up as tangible progress. So yeah, alignment
improves when AI is uh pointed at human flourishing, but we also need storytelling. The use of narrative is
the only major way that we found of shifting people’s thinking. John Hegel talks about this all the time. If people
only see the the fear case, they’re going to resist the technology. But if they see their child cured, their energy
bill drop, their their business grows or their community becomes safer, then the whole emotional model changes, and then
we’re off to the races. Agreed. All right. Number four. Why throw away privacy with it’s cooked?
Privacy is linked to freedom. Why not fight to preserve both rather than treat it like nothing? Says at C88485,
which is a very private sounding uh name. All right. Uh, and and at C888485,
listen, I’m not saying I don’t want privacy and it’s not worth protecting. I’m just saying, you know, I’m just
recognizing the fact that uh that there are real challenges. Your phone tracks your location 24/7. Your browser history
is sold to advertisers. You know, an AI does facial recognition uh and you are
leaving your DNA fingerprints everywhere you go. And so the ability to retain uh
you know true privacy is becoming more and more difficult. Uh having it I
totally get it. It’s really important. Um but it’s going to be challenging. Uh
you know I I’ll take a I’ll take a quick uh poll here. The moonshot mates. Do any
of you believe that you truly have privacy? Uh just real quick. Yes or no?
No. Okay. Uh, Alex, for appropriate definition of privacy, yes.
What’s that definition of privacy? [clears throat] Well, there are a few different possible definitions. There’s a legal definition,
there’s a physical definition, there’s a logical definition, and I would say for
for variance of each of those, yes, I believe I have some form of privacy.
Okay. Um, I think there’s a different problem that I can say for a fact, a 100% fact that
Apple and Google literally know when I take a crap. Yeah. I don’t know how you [laughter] define
that as privacy. They sell that and they sell that data. Can I change the question? Can I just
change the question a little bit? Right. Sure. The problem is not the the fact that we don’t have privacy. We we really don’t.
But the the bigger issue is two in a 2.0 version of privacy, you should own your
own data. You should be able to revoke access. Uh systems that misuse data should face penalties. It you privacy in
a new model needs to be use your own AI mediated cryptograph cryptographically
protected and and legally enforceable and it’s not right now. This is the problem. Yeah. So, Alex, I think you want to
state for whatever reasons you have that you have privacy and you’re going to sort of rework the definition to be able
to make that statement, but I honestly in your heart of heart, I don’t believe you. You don’t believe that AIs can’t
read your lips, that you don’t leave DNA trails, that they fun, man. I could I could watch this.
This is spicy stuff, Peter. I I I I like that you have a a better mental model of of myself than I do, but I I I I really
am this isn’t like a case of false revealed preferences. I I really do think [clears throat] for appropriate
definitions of privacy, not only I’ll make a stronger statement. Not only do I think I have operationally physical,
logical, and legal privacy, I’ll make a stronger statement than that, which is I don’t think the evaporation, if you
will, or the cooking of privacy is any sort of inevitability. Quite the opposite. I think the same technologies
that threaten for example to to dissolve say existing crypto systems say AI
solves math and inverts a popular cipher suite and suddenly everyone’s private keys are at risk. I would say that the
same technologies that taketh away privacy from past crypto systems and and
past systems of privacy protection will give us new forms of privacy quantum
security and otherwise come back. If you read Neil Stevenson Diamond Age, it’s a great vision of where this will end up.
But right right now, there is no privacy at all. I think it’ll come back. Selene, I just want to say one quick thing, Alex. I can’t believe you think you have
legal privacy. You absolutely do not. The government can show up in any second. The Fourth Amendment is gone in
this country. It’s gone. We have no legal protection. ICE could show up at your house today and say,
“You’ve got a weird German name. We need to see everything about you and we’re raiding your house.” And they’ve been doing that. So that is gone today. All
right. Uh, we’re going to move on. See, uh, you get the first choice of five, six, seven, or eight.
I will take number eight. Seriously. Okay. If government gatekeeps new model receases, who’s qualified to vet them?
The best people are employed by AI companies. The rest are all anti AI, how does that not become a false dichconomy?
And this is from Michael Yakob. Um, so Michael Yakob. um uh if government does
gatekeeping. So you know this is this is a very very big problem. The problem here is if government tries to do this
alone it just not it’s not going to have the talent or the speed. If companies do it alone then the public doesn’t trust
uh trust it. If you have activists doing it then it becomes ideological. Right? So we need a totally new governance
architecture for this. The the right model is to have a technical independent fastmoving review body with a
combination of frontier labs, government, academia, national security, a multid-disciplinary approach to this
with civil society involved for example and people doing red teaming, right? Uh
like FAA plus DARPA plus X-prise style open benchmarking. Benchmarking very
critical as Alex I hope will agree. Um the key is not permission from bureaucrats. teams to have transparent
capability thresholds because if a model crosses some level in cyber um you need
it needs to be triggering a deep review like we saw anthropic with methos they voluntarily did that thank god and so
you need to figure out a way of navigating that in other levels like persuasion or autonomy or replication so
the biggest structural issue here is you you need governance that’s as exponential as the technology today
almost all government policy is defensive and reactive Right. So either you end up creating fake safety or you
drive the best work underground or offshore. And so we have to navigate a very fine line there.
Alex, over to you. Number Yeah, I’ll pick question number five. So question number five asks, why aren’t
more individuals willing to pay for everyday AI reasoning services? If OpenAI marketed them, right? Isn’t this
a massive consumer market? And this is asked by Gary Stanley 2685.
I don’t think the premise of the question is correct. I don’t think it’s that individuals or consumers aren’t
willing to pay for reasoning models. I think it’s that they’re not able to pay for reasoning models. Frontier reasoning
capabilities are quite expensive. Enterprises are willing and able to pay
for them because they generate lots of of new free cash flow or are saving lots
of otherwise consumed free cash flow. enterprises simply put have more money
to spend on it. I think the way we get individuals to be able to pay more for
reasoning models is by diverting at least some of the reasoning tokens to
the problem of enabling individuals to be much more productive and and generate
enormous amounts of revenue using those. And this is one of the reasons why Henry and Alex Finn, I think, are so
interesting because in a world in a near-term future where individuals can become one person unicorns, then
suddenly individuals will both be able to pay and willing to pay for all of
those reasoning tokens. and and so I whether that’s open AI marketing or a startup like Henry um I I would say
regardless of that I do think there is a massive market but in the process it as
I mentioned with my answer to the previous question it will almost I predict erase the distinction between
consumer and enterprise spending altogether all right Dave you’re down to two
I’ll take six because it’s so easy isn’t the real problem with ocean data centers the security risk pirates hostile nation
states sabotage. And this is from strong, medium, weak. Interesting name. Uh, yeah, not a
problem at all. As it turns out, the US Navy actually has total and unilateral control of all the world’s oceans. Like,
it’s it’s the most lopsided, one-sided thing you’ll ever possibly imagine. And
the US Navy protects all global shipping. Um, a very good friend of mine actually was down at the Cambridge
Brewery working on a plan. And I I he was drinking a big fat beer and like what are you working on? Said I’m
working on uh power generators on barges for Venezuela. Like what? Well, so you
know, Venezuela had nationalized all of the um power supply and they there was
no electricity in the cities, but it turns out you could float barges up to the shore, pipe oil into the generators,
generate the power and then electric wire back into the cities and power the cities that way. But the US Navy would
make your barges completely safe. U so uh the amount of ocean needed for these
data centers, I thought it was the coolest story by the way on the last pod. the floating data centers. I never checked out whether whether the wave
energy is enough to power the GPUs, but such a great idea, but the amount of ocean space that you
need is tiny. There just aren’t enough GPUs, and protecting them would be pretty trivial.
Uh, if they’re inside US national waters, they’re protected by the Coast Guard or the Navy or both. So, I think
it’s great. All right, final one here. Number seven. Also, also land-based data centers have
all the same security risks. Yeah, fair enough. Number seven. Should the US and China try working on an AI
project together? Something positive and safe for both countries and the world, says CM
MCN E10. Uh that rolls off the tongue onto the
floor. [laughter] Okay. Uh so, you know, we just had the we just had the
president of China yesterday announced we should be, you know, friends, not rivals. Um uh and collaborate together.
Wouldn’t that be an incredible world? So, uh, sure. The answer is I would love
that. I would love to see the US and China working on AI projects together. I mean, one of the most beautiful things
about what is possible is uh, you know, the entire uh, billion people in China
and the entire whatever it is 300 plus million people in the United States all share the same biology.
uh we could work on the greatest health care models and longevity models uh and
everyone benefits. Uh so yeah uh I think that would be would be extraordinary.
you know the AI 2027 paper if you remember it uh how that ends it has two
branches in the story pick your own adventure one you know is AI sort of
turns against humanity in the other one uh the major US and Chinese AIs
collaborate and we live happily ever after together. So I I I choose the uh
uh the latter. I think that’s such a great point, Peter. There’s so many areas of cooperation like um um u safety in space
and AI coordination and etc that there’s lots to do together.
Yeah, for sure. So much human history, you know, the human conflict in history is just bad
luck and and coincidence. But if you look at 1915 and the chain of events that that led up to World War I and the
amount of tragedy that came out of it, but just this escalating chain of unfortunate coincidences and now they if
you could relive or change history, putting all of Chip Fabs in Taiwan was
just tragically stupid. And you know, because China was saying for a long time that they’re going to take it over long
before TSMC became huge. They they were like that is part of our country. Well, it wasn’t putting it wasn’t putting it
in Taiwan. It was us not building them here. Yeah. Yeah. Yeah. Or or us not realizing the strategic
importance and and Yeah. All right. Let’s go to our outro music. This is
Before you do that, Before you do that, I have an announcement. Please tell me. I’m I’m we’re I’m I’ve kind of decided
that to take a crack at solving for big things and we’re going to I’m I’m
working with John Hegel. launching a project that allows you to generate and
create and and measure luck. I love this project. So, we’re we’re it’s in a couple of
weeks we’re going to do a couple of webinars. Go to shapingluck.com if you’re interested and register. We’ll
tell you when and we’re going to make a model and a a capability where you can
generate luck. And more interestingly and more importantly, we found a way of measuring it. So, there you go.
I love that. and Salem and I for those of you who are excited and interested uh we’re going to be dissecting and diving
deep into the organizational singularity very shortly for all of our our
listeners. Okay, so we have a new piece of outro music. This is from Jess Hilton. Jess, thank you for sharing. If
you are a creative and you want to create some outro or intro music for us, please send it to media diammandis.com.
And also, if you’re a creative, enter the future vision X-P prize. Show us
your best vision of the future. What’s the next Star Trek, right? What is a Star Trek that you you want to, you
know, uh occupy your heart and your soul that shows you where humanity should be going? Uh create that trailer, that that
film treatment, and send it to us. You could win uh millions of dollars and have your movie made. All right, let’s
listen to Moonshots on repeat by Jess Hilton.
Four guys in a room [music] where the big ideas flow. The machines are getting smarter and
they’re first to know. Nobody’s [music] flinching. They’re ready to go. Pull up a chair. It’s the
best podcast show. They’re laughing while the models
[music] learn to think. These lobbs,
please comment, like, subscribe, and share. [music] Moonshots on our feet. Turn it up loud
for brilliant minds are still in [music] the profound emerging intelligence, abundance, insight. Exponential futures
burning bright. The algorithms [music] whisper what’s coming to pass. And optimism compounds like unseen mass. It
rolls like a tear. Nobody can pin and I don’t want to miss where it’s going again. [music]
All right, gentlemen. That was awesome. Love that. Salem, I think that’s you swill and beer
with what is the meaning of life. I think so. The meaning of life for sure.
Uh love you guys. What a great episode. Uh great awesome conversation. Uh, Salem, I
will see you this weekend for your birthday, buddy. Well, see, we’ll see you there.
Very excited about that. Alex, Dave, love you. Bye. Love you guys. Be well, too.
Love you guys. See you soon. If you made it to the end of this episode, which you obviously did. I consider you a moonshot mate. Every
week, my moonshot mates and I spend a lot of energy and time to really deliver you the news that matters. If you’re a
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