후회는 안할거야 ... (에릭 슈미트 구글 전 대표) — Transcript
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- 0:00Eric Schmidt has had a front-row seat to
- 0:02nearly every major technology shift of
- 0:04the last three decades. You know him
- 0:07from running Google, and since then he's
- 0:09become one of the leading voices shaping
- 0:11the conversation around artificial
- 0:13intelligence. He is CEO of Relativity
- 0:15Space, giving him yet another vantage
- 0:17point on how breakthrough technologies
- 0:20move from idea to reality. Eric, welcome
- 0:23to Inside Blackstone.
- 0:25>> Oh, thank you. Thank you very much.
- 0:26Well, of course I I I love the founder
- 0:28and the firm and everything you guys are
- 0:30doing, so.
- 0:30>> You're a technologist, you're a computer
- 0:32scientist. You give these incredible
- 0:34technical talks. I think your superpower
- 0:37is that you're able to break down
- 0:38complex ideas and make them more
- 0:41accessible. And that's ultimately what
- 0:42we're trying to do here.
- 0:44>> you.
- 0:44>> It's amazing the breadth of things that
- 0:46you've done in your career, that you're
- 0:47still doing.
- 0:48>> I'm not dead yet.
- 0:49>> You're not dead yet by any means, and
- 0:51that I guess that's my question is
- 0:52you're, you know, you're 71. When most
- 0:55people achieve the kind of success you
- 0:57have, or not even close, they spend the
- 0:59rest of their life sort of talking about
- 1:01it, what they accomplished. You keep
- 1:03reinventing yourself.
- 1:04>> I I I can't seem to stop. My own view is
- 1:07as you get older, you should take on
- 1:09more risk because you have less to lose.
- 1:12Right?
- 1:13>> Right.
- 1:13>> And so, you might as
- 1:19well try the things that you thought
- 1:20were impossible. of the ethics and the
- 1:23world that you care about, I care about
- 1:25democracy and I care about freedom.
- 1:27That's what I want to work on. At this
- 1:29point in in my own life, I'm interested
- 1:31in impact. Most of the problems in the
- 1:34world could be solved in Eric's little
- 1:36brain with an improvement or an
- 1:38adjustment in technology. If you look at
- 1:41at sort of improvement in our lives,
- 1:43improvement in our health, and so forth,
- 1:44it's all been related to technological
- 1:46progress. Starting with the invention of
- 1:47fire, which was extremely useful. Right,
- 1:50way back when.
- 1:51>> But also dangerous, right?
- 1:52>> And everything is dual use, and
- 1:54everything has to be managed. But just
- 1:56look at look at the dollar of value of
- 1:59labor over a thousand years or 500 years
- 2:02or 100 years, right? Human human output,
- 2:06human hours in terms of productivity are
- 2:08vastly improved. And because we've
- 2:10somehow collectively decided to have
- 2:12fewer children, not a good thing.
- 2:14>> I have four.
- 2:15>> Uh congratulations.
- 2:16>> Doing my part.
- 2:17>> Have as many as possible. [laughter]
- 2:19More children are good and more
- 2:20grandchildren are good and so forth. Um
- 2:23we're going to have to automate. And so,
- 2:25human wealth, human health, human
- 2:27well-being, one of the major
- 2:29determinants will be over the next
- 2:32hundred years, can we continue to
- 2:34accelerate progress in this? I
- 2:36profoundly believe we can. And I
- 2:39profoundly believe that long after I'm
- 2:40gone, humans will be much better.
- 2:43>> So, you tend to be way more optimistic
- 2:45on the benefits of AI than most.
- 2:48What gives you that confidence?
- 2:50>> Would you like most human diseases to be
- 2:52solved in the next 15 years?
- 2:54>> I would.
- 2:54>> Sign me up, especially given my age.
- 2:57Would you like solutions to climate
- 2:59change?
- 3:00>> I would love that.
- 3:01>> Absolutely. Maybe we could have safer
- 3:04products. Um maybe we could have better
- 3:06educational solutions. Maybe we could
- 3:08change the educational system so the
- 3:10kids are not bored, but rather they're
- 3:12engaged. Um the opportunities are
- 3:15significant. In the last month,
- 3:1810 major math problems were solved, uh
- 3:21including one called Navier-Stokes,
- 3:23which is historically important, by
- 3:25computers. Now, you sit there and go
- 3:26like, why do I care? Well, math is the
- 3:29foundation of that acceleration.
- 3:32>> For those on this listening to this
- 3:33podcast that are not technologists, what
- 3:35was the significance of that?
- 3:36>> Um Navier-Stokes is an equation that
- 3:38involves fluid flows.
- 3:39>> And why were they unsolvable math
- 3:41problems?
- 3:42>> The specific conjecture was had never
- 3:45been proven.
- 3:46And so, they use approximations for
- 3:48Navier-Stokes. Uh I indeed funded some
- 3:51physics work in this area, which I never
- 3:53understood, but they were really smart
- 3:54people. And the key thing is that that
- 3:57these fluid flows model, for example,
- 3:59lift of an airplane, how do air
- 4:01conditioners work? There are many, many
- 4:03examples.
- 4:04So, being able to solve the problem in a
- 4:07particular way indicates better
- 4:09algorithmic answers. We can get a better
- 4:12and more accurate answer. Why do you
- 4:14care? The airplane will fly faster. The
- 4:16airplane will use less gas. Right? I can
- 4:19go on. Uh the rocket will go faster. Uh
- 4:22the fuel will be less. You'll get to
- 4:24Mars quicker. You know, what have you.
- 4:26All of these fluid flow things matter in
- 4:30a way that's that we sort of take for
- 4:31granted.
- 4:32>> Let's go back to the internet, cuz I
- 4:33think it's so interesting. You've been
- 4:34around the rise of the internet and
- 4:37other platform, you know, shifts, the
- 4:39rise of enterprise software, search,
- 4:41cloud computing, mobile, all of these
- 4:43major technological innovations. Why
- 4:46does this moment feel different to you?
- 4:48>> It's not different. It's just bigger.
- 4:50>> Bigger.
- 4:51>> The internet felt exactly the same as
- 4:53this. I started with mainframes. So,
- 4:55that's how how long I've been in this
- 4:57field. I've been doing tech for 55
- 4:59years. And when the PC revolution came
- 5:03along, everyone said, "Oh my god, this
- 5:05is this huge wave." It created Microsoft
- 5:07and Apple and so on and so on.
- 5:09Uh this was 40 years ago, 45 years ago.
- 5:12So, these things take a while. And I
- 5:14think what another example, uh let's
- 5:17look at self-driving cars.
- 5:18>> Mhm.
- 5:18>> Did you arrive at work today in a
- 5:20self-driving car?
- 5:21>> I suspect not, nor did I. Um and so,
- 5:25what do we think about that?
- 5:26>> you think we will?
- 5:27>> Um well, it's beginning. Now,
- 5:29self-driving cars will
- 5:30>> York City?
- 5:31>> Uh New York City will be one of the last
- 5:32ones.
- 5:33>> Okay.
- 5:33>> But, it'll come.
- 5:34>> It'll come.
- 5:34>> But, it's coming in the different
- 5:35cities, uh including obviously Waymo and
- 5:37other competitors. But, why do I mention
- 5:40self-driving cars? They were largely
- 5:42they were designed in the '90s. The
- 5:44first real test of self-driving cars was
- 5:472004. So, that's 22 years and going.
- 5:51So, the diffusion rate is different from
- 5:53the invention rate.
- 5:55So, there the faster the diffusion rate
- 5:58of the sort of broad adoption, the
- 6:00quicker the societal change.
- 6:02Why does it occur in what I do first?
- 6:05It's because we're already connected.
- 6:08Right? You It's essentially a software
- 6:09problem. It's just connectivity. The
- 6:11marginal cost of connectivity, given
- 6:13we're already so connected, is very low.
- 6:14The incremental cost of connecting you
- 6:16and me is essentially zero. Boom, it
- 6:18just happens. It's straightforward
- 6:20economics. Whereas getting self-driving
- 6:23cars is a great deal of capital. It's
- 6:24hard and so forth. People are working on
- 6:26it. Why 20 years versus zero years? And
- 6:29that's the answer. You see the same, by
- 6:30the way, in AI. All of the gains right
- 6:33now are occurring in what is called
- 6:35essentially scale-free. And scale-free
- 6:38means that you can just keep doing it
- 6:40and get smarter. So, in math, I'm not a
- 6:42mathematician, but as best I can
- 6:44understand, they just invent stuff. And
- 6:46they just keep inventing things. And
- 6:48they keep inventing things. And they're
- 6:49so clever. Well, now a computer can take
- 6:52all of those ideas, and if you just give
- 6:54it enough juice, it can do the same
- 6:55thing.
- 6:56Because it doesn't need data It's It's
- 6:58self-contained.
- 6:59>> Unlocking all these solutions.
- 7:00>> Unlocking these solutions. In software,
- 7:03it turns out that once you start writing
- 7:05code, and you start learning how well
- 7:08the code works, you can make it better.
- 7:10And then you can make it better and
- 7:11better. And there's a what is called a
- 7:13recursive self-improvement loop, where
- 7:15it's getting smarter on its own.
- 7:17But this progress that I'm describing is
- 7:21happening faster than I have ever seen.
- 7:23Right? What it is true is each wave is
- 7:27bigger, but it's also faster. And we are
- 7:30not ready as a society.
- 7:31>> Eric, you gave me like 10 things to
- 7:33unpack there, but
- 7:33>> [laughter]
- 7:34>> let's try to do this. So, recursive
- 7:36self-improvement, right? This is the
- 7:37thing that had the Anthropic
- 7:39researchers, two of them making
- 7:40comments, one leaving, making comments,
- 7:42the other is sort of validating that
- 7:44there are serious concerns about the
- 7:46speed with which AI is learning, right?
- 7:49>> So So, by the way, every month there is
- 7:51a group of people who quit over this
- 7:53this issue.
- 7:54>> topic, exactly.
- 7:55>> Well, Silicon Valley, and in particular
- 7:57San Francisco, they're absolutely
- 7:59convinced that that this is going to
- 8:02happen so quickly that it will threaten
- 8:04humanity in one way or the other. I
- 8:06personally do not agree with this.
- 8:07>> Okay, why?
- 8:08>> Well, let me explain their argument.
- 8:11Um
- 8:12is a relatively straightforward
- 8:13argument. As humans, we learn at a
- 8:16certain rate. If you have enough
- 8:17hardware and enough electricity and so
- 8:19forth, and enough scale-free learning,
- 8:22which is what I'm talking about, it can
- 8:24just get faster and learn faster than
- 8:26humans can. And the way it works, um
- 8:29I'll give you a simple example.
- 8:31I ask it to write a chapter, and then it
- 8:33writes the chapter, and I feed that
- 8:34chapter and say, "Write the next
- 8:35chapter." And so forth. Well, if I keep
- 8:38iterating like that, eventually it
- 8:41learns what I wanted with a process
- 8:43called reinforce- reinforcement
- 8:44learning.
- 8:45>> Easier to write the 12th chapter than
- 8:46the first.
- 8:47>> And it gets smarter.
- 8:48>> Mhm.
- 8:49>> And once it learns how to do it, it
- 8:51knows. It's like the way we learn. Uh
- 8:53but it can learn a lot faster.
- 8:55So So, think of it as humans versus
- 8:58computers. I think the the actual
- 9:00technical answer about this learning is
- 9:02it's not human learning, it's a
- 9:04different kind of intelligence. And so,
- 9:06the the best way to state the fear is if
- 9:09we're inventing a different kind of
- 9:11intelligence that we cannot necessarily
- 9:14constrain. This is called the alignment
- 9:16problem.
- 9:17Um also, in the past weeks, there was a
- 9:19very famous
- 9:21situation where there was an internal
- 9:23test going on at OpenAI, um and this
- 9:26internal test, which was trying to check
- 9:28something, managed to create a set of
- 9:30bots. They managed which are agents, if
- 9:33you will. They managed to collaborate to
- 9:35violate certain norms and laws. They
- 9:37managed to break into things, they
- 9:38managed to allegedly do a little bit of
- 9:41harm. Now, nobody was hurt. But, it's an
- 9:43example of what is possible.
- 9:45So, we must develop both recursive
- 9:49self-improvement, which is the
- 9:50self-learning, along with solving the
- 9:52alignment problem to human values. So, a
- 9:55simple way would be I say to you,
- 9:58um, learn everything, and you're a
- 10:00computer.
- 10:01That's not what I should say. I should
- 10:02say learn everything, but
- 10:04don't harm any humans, follow all laws,
- 10:07follow all laws, follow the US
- 10:08Constitution, make sure you don't get
- 10:10sued. You know, in other words, there's
- 10:11a set of assumptions
- 10:12>> that you build into the model.
- 10:14>> These systems don't have a fear of the
- 10:15police. They don't have feelings. And
- 10:18so, they have to be constrained.
- 10:20>> Come back to your optimism. It's in
- 10:21everything that you, you know, you've
- 10:23written and you've said. What gives you
- 10:25optimism that we will be able to sort
- 10:28out a future where humanity wins?
- 10:31>> What's the alternative?
- 10:33I mean,
- 10:34the best way to get a headline is to
- 10:35say, "In 10 years, we're all dead." I I
- 10:37was on a panel with a guy who wrote a
- 10:39book which is entitled, "If we invent
- 10:42superintelligence, we're all dead." It's
- 10:44very hard to argue with someone in that.
- 10:47The only problem with his argument is
- 10:48he's wrong, right? Because part of
- 10:50superintelligence is getting the super
- 10:52intel- super alignment problem solved.
- 10:55>> I would guess that your social network
- 10:57might be a little bit different than
- 10:58mine. What's the buzziest thing that you
- 10:59were hearing about this summer in the AI
- 11:01circles?
- 11:02>> The biggest and most important thing
- 11:04that has occurred in the last year is
- 11:06the arrival of long reasoning, deep
- 11:09reasoning.
- 11:10And when I say long reasoning, I mean 8
- 11:12hours of reasoning.
- 11:14So, what would happen is that you would
- 11:15start a year ago or two, and it could
- 11:18kind of begin thinking, and then it
- 11:21would start thinking about something
- 11:22else.
- 11:22>> Get distracted.
- 11:24>> Like I do.
- 11:24>> We can anthrop- we we can make it feel
- 11:26like human, but somehow it it takes a
- 11:29wrong path. It decides that we're
- 11:30instead of talking about math, we're
- 11:31going to talk about French literature.
- 11:33You know, something
- 11:34>> That's hilarious.
- 11:34>> Something that doesn't make any sense,
- 11:35right? Um that problem was solved using
- 11:39essentially technical guardrails for
- 11:41what it kept thinking. So, they said
- 11:43stay focused. Stay focused. Stay
- 11:45focused. Is the way to understand it.
- 11:47And that produced the ability to ask
- 11:49very They're called chain of thought
- 11:50trains. Where you can basically see it's
- 11:53thinking, how it solved a problem. And
- 11:56these chains can be a thousand steps,
- 11:592,000 steps.
- 12:00Now, why am I mentioning this? I don't
- 12:02know about you. I can't think a thousand
- 12:04steps. I just don't I'm not It's not
- 12:06that smart, but it can. So, it looks
- 12:09like deep reasoning will allow you to
- 12:11see deeper as a human that than a human.
- 12:15The best AI is in service of humans
- 12:17doing things that humans are not so good
- 12:19at.
- 12:20>> So, artificial superintelligence, how
- 12:22will we know we've achieved it and what
- 12:24do you think the timeline is?
- 12:25>> So, most people believe right now that
- 12:29we're at the beginning of
- 12:30superintelligence, which is broadly
- 12:32defined as humans plus super smart
- 12:35computers working together, right? There
- 12:37are more technical definitions. Now,
- 12:40today vision is better,
- 12:43um data storage is better, retrieval is
- 12:45better, and analytical stuff should be
- 12:48better, and proofs are getting better.
- 12:50So, we're at the beginning of that. What
- 12:52is the thing that is not obvious how to
- 12:54do? And the answer is real discovery.
- 12:57So, the test that's used in the industry
- 12:59is
- 13:00could you
- 13:01take all the information that's known in
- 13:031902, put it into a computer,
- 13:06and have it generate um general
- 13:08relativity, special relativity,
- 13:10Einstein, 1902-1904.
- 13:12Um the consensus right now is no.
- 13:15And the consensus is no because it
- 13:16required a leap that was not obvious
- 13:20from any knowledge that existed at the
- 13:22time.
- 13:23Okay?
- 13:24So, in the industry, we say, well, how
- 13:26would we solve that?"
- 13:28Well, there's an obvious way, which is
- 13:30you take the computer and you just say,
- 13:33"Keep trying." You know, just it's the
- 13:34it's the monkey with the keyboard
- 13:36eventually produces Mozart, but it takes
- 13:37a long time.
- 13:38>> Mhm.
- 13:39>> I don't think that's going to work
- 13:39because it's computationally not
- 13:41realistic.
- 13:42A better idea is to invent something
- 13:45which allows for analytical reasoning in
- 13:48non-coherent spaces. So, think of it as
- 13:51a leap. I happen to understand something
- 13:54in physics and then you give me a
- 13:56completely unrelated problem and somehow
- 13:59I
- 14:00>> I something clicks, you know, it's like
- 14:02in my case, you're in the morning you're
- 14:03in the shower and you have this idea
- 14:05>> Right.
- 14:05>> that just showed up. Can we invent that?
- 14:09>> So, do you think these leaps are coming
- 14:11faster than we realize?
- 14:13>> The kind of leaps I'm talking to have
- 14:14not occurred yet. There's something
- 14:16called the San Francisco consensus by me
- 14:18anyway, and everyone in San Francisco
- 14:20thinks this will occur in 2 years. I
- 14:22don't.
- 14:23For one thing, I don't think there's
- 14:24enough computers, I don't think there's
- 14:25enough people, I don't think there's
- 14:26enough algorithms. I think maybe in my
- 14:28lifetime, maybe in a decade. That would
- 14:30be a big deal.
- 14:31>> Mhm.
- 14:32>> But each of these moments are they're
- 14:33happening so fast now.
- 14:36And and by the way, it's fast because of
- 14:38the internet. It's because of what is
- 14:40called basically scalable computing.
- 14:43Um the supercomputers that are being
- 14:45used. So, typical model takes three or
- 14:47four months, costs $100 million to
- 14:49train, takes a few months to to test.
- 14:52Right?
- 14:53Thank God for the American financial
- 14:55industry that would be willing to
- 14:56finance these things.
- 14:58>> And we're seeing the creation of an
- 14:59entirely new financing model for this
- 15:01industry, right?
- 15:02>> If you want to achieve the vision I am
- 15:04describing, you have to do it at a world
- 15:07level. America is particularly good at
- 15:09building world standards and
- 15:11world-changing impacts at this scale.
- 15:13You're going to have to do it in the US
- 15:15for regulatory reasons and you're going
- 15:17to have to find a way to finance it.
- 15:18You're also going to have to wait to
- 15:20find a way to solve the energy problem.
- 15:22The best energy solution is fusion. They
- 15:24look like they're going to get to fusion
- 15:26within two two to three years. When that
- 15:29occurs, that's another massive moment in
- 15:31human history. I think it will occur in,
- 15:34you know, three to five years.
- 15:35>> You've said you've sort of invested in
- 15:37everything when it comes to AI, but if
- 15:39you could only invest in one thing
- 15:41related to artificial intelligence, like
- 15:43one theme, not a single company, but one
- 15:45theme, what would it be?
- 15:46>> Uh long reasoning.
- 15:49I don't think we appreciate when we have
- 15:51a thought partner
- 15:53that can do can think longer than we do.
- 15:56We can't think about how So, I'll give
- 15:58you an example.
- 15:59You're a CEO. You have 24-hour agents.
- 16:02You have one that's running looking at
- 16:04security, another one that's looking at
- 16:05power, another one that's looking at
- 16:06cash, another one that's looking at
- 16:07products, another one that's looking at
- 16:09global macro, and they're just running.
- 16:12And then your AI CEO every day when you
- 16:14get up says,
- 16:15"Does Eric need to know anything? Does
- 16:17Christine need to know anything?" And
- 16:18they say, "Nah, nothing special." But
- 16:21it's always running. So, you want to
- 16:23think about that in running a business.
- 16:26That those things are You have to sleep,
- 16:28it doesn't. They can be disciplined into
- 16:31focus on this and not something else. Is
- 16:34that important? Absolutely.
- 16:35>> So, do you think there's a productivity
- 16:37boom
- 16:38that's coming?
- 16:39>> Well, I think it's already underway.
- 16:40>> It's already underway.
- 16:41>> An example would be my entire life, I
- 16:43would according to myself, I was a very
- 16:45very good programmer when I was 22,
- 16:47right? I was one of the best, according
- 16:49to myself. My field is over, right?
- 16:53>> And yet you still tell people to learn
- 16:55coding.
- 16:55>> I do because I want them to be
- 16:57architects. So, I went from be I had to
- 16:59build the house, now I can architect the
- 17:02house using the equivalent of Claude
- 17:04code or OpenAI Codex or future products
- 17:07from Google, uh which they're working
- 17:09on, all of which allow me to say what I
- 17:13want and the code gets written. I look
- 17:15at the code it writes now. I can't write
- 17:17that code. I couldn't when I was 22.
- 17:19Right? So, I got beaten. Right? Hard. Um
- 17:23it's okay. Right? I did I did fine.
- 17:25The next generation of people like me
- 17:27will be the architects, and they'll be
- 17:30very very smart, and they'll know how to
- 17:31say this is what I want. Um one of my
- 17:34friends Some of my friends are not so
- 17:36friendly, and they're not so social.
- 17:37They're kind of So, we say asocial.
- 17:40They're nice people.
- 17:40>> No naming names.
- 17:41>> I'm not going to name anybody. Um so, I
- 17:43said, "What are you doing?" And he said,
- 17:44"I'm deleting names from my address
- 17:46book." And I said, "Why?" He said, "I
- 17:49don't want to talk to them anymore." I
- 17:50said, "What do you do all day?" Well, I
- 17:52get up in the morning, I have coffee,
- 17:54and then I check with my friends. And I
- 17:55said, "Which friends?" He said, "My
- 17:57agent friends."
- 17:58>> Oh, god.
- 17:59>> Okay. So, you So, what do you do? And he
- 18:01spends all morning
- 18:03plugging and playing with his agents who
- 18:05are solving really interesting problems
- 18:07to him.
- 18:08And then he gives them a 1-hour project
- 18:10for lunch. He has lunch, and he comes
- 18:12back and he interacts with his agents.
- 18:15Now, he's got a wife and a family and so
- 18:16forth. So, at 5:00, he gives it an
- 18:19overnight, you know, task.
- 18:21>> Right. And it goes to work.
- 18:22>> And it goes to work, and then it
- 18:24typically completes between 2:00 and
- 18:254:00 in the morning. And I said, "Do you
- 18:26wake up for that?" He said, "No, no, no,
- 18:28no. I wake up naturally. I know I with
- 18:31certainty when I wake up, I'll have a
- 18:32result."
- 18:33>> I was with you on everything other than
- 18:35that these are his friends. You right? I
- 18:37mean, I think they're amazing
- 18:38productivity tools. But, I'm going to
- 18:40take us back now to data centers. The
- 18:42case for data centers was made long
- 18:44before artificial intelligence, for
- 18:46mobile and cloud computing and
- 18:49cybersecurity, all these things that it
- 18:51helps enable. Yet, now there's so much
- 18:53concern around data centers. What's your
- 18:55take?
- 18:56>> Well, if you're running one of these AI
- 18:58companies,
- 19:00your revenue is completely determined by
- 19:01your data centers. So, this is a massive
- 19:04change in what I do. It It used to be
- 19:06that software was pretty high gross
- 19:08margin. You could sort of sell it.
- 19:09Didn't have a lot of capital.
- 19:11Because you need the hardware.
- 19:13That's what's changed the economics. So,
- 19:16in the short term, it's the same thing
- 19:18as in the gold rush, the people who made
- 19:21all the money were the the pickaxes and
- 19:23so forth and so on. The infrastructure
- 19:24>> shovels. We have a whole
- 19:25We have a whole thing on this, Eric.
- 19:27>> And and this picks and shovels thing is
- 19:29real. Um so, from the standpoint of the
- 19:31economy,
- 19:32that's those are huge they're real
- 19:34businesses. There's an estimate that 11%
- 19:37of US electricity demand in 2030 will be
- 19:41AI data center related. That's an
- 19:43extraordinary transition by any measure.
- 19:45Historically, it was 2 or 3%. So, and
- 19:48that buildout is one of the primary
- 19:49drivers of economic growth in America
- 19:52today. So, thank goodness for that.
- 19:54>> If you could leave CEOs with one
- 19:55takeaway today, what would it be?
- 19:57>> The the term that I've been using is
- 19:59being AI native CEO. So, what I'm trying
- 20:02to do in all my things is I'm trying to
- 20:04fully automate the execution of the
- 20:06businesses um in the factory floor in
- 20:08Relativity,
- 20:10I was walking through it one day and I
- 20:11thought, "How many computers are here?"
- 20:13So, I said, "Why don't we connect them
- 20:14all?" So, they just connected all the
- 20:16computers. And so, the immediate thing
- 20:18that they can do using AI is they can
- 20:21look at sort of utilization cross
- 20:22utilization times in new ways.
- 20:24It occurs as a natural byproduct of
- 20:26getting the digital systems connected.
- 20:29Furthermore, if you take generic data,
- 20:31right, unstructured data, and you
- 20:33connect it all, these systems are smart
- 20:35enough that they can interpolate between
- 20:37one data normal seeing another. In other
- 20:39words, they can combine disparate data
- 20:41sets and give you business insights. So,
- 20:44how do I make more money? How do I
- 20:46increase uh customer retention? How do I
- 20:48make sure I don't lose a customer? You
- 20:49can
- 20:50ask these questions.
- 20:52What I've been struck by is that when
- 20:54you take open-source data, that is
- 20:56public data,
- 20:58plus the proprietary data in your
- 21:00business, and you put it into a system,
- 21:02and you start asking questions, I go
- 21:05crazy over it. You can now talk across
- 21:08all of the data. You can get data
- 21:09fusion. You can actually figure stuff
- 21:11out.
- 21:11>> It drives me crazy a little bit though
- 21:13when I do have content given to me that
- 21:15is generated by the computer.
- 21:17>> Is it correct?
- 21:18>> Some is and some isn't. Sometimes I
- 21:20worry about the loss of original human
- 21:23thought.
- 21:24>> There's a whole bunch of concerns.
- 21:26I think the most one the one that I've
- 21:28always been worried about is the loss of
- 21:30deep reading. Which I blame not on AI
- 21:33but on social media. I used to read a
- 21:36book a week and now I'm too interrupt
- 21:39driven to do that. And my attention span
- 21:42is so much shorter.
- 21:43>> I've been watching young scientists. I
- 21:45fund a whole bunch of young scientists.
- 21:47How do they do it? And the answer is
- 21:49they turn off the phone. They turn off
- 21:51and they just do it. But it requires
- 21:54this huge strength to turn off the drug.
- 21:58Right? That interrupt drug, the
- 21:59serotonin that we have. That's bad. In
- 22:02my view, that's bad for society.
- 22:04>> So I have I have a bunch of young kids.
- 22:06I have you know, two that are nearing
- 22:08their college years. What would you tell
- 22:10young people to study today?
- 22:12>> Well, I used to say biology. Now I say
- 22:13deep reasoning. If you're a
- 22:15non-technical person, you should figure
- 22:18out how to use these tools to make your
- 22:22dreams and your realities
- 22:24extraordinarily scaled. You want to be a
- 22:27global star, a global influencer, a
- 22:30global impactor, or a global discoverer,
- 22:32a global singer. You want to use these
- 22:35tools. Whatever it is that you you want,
- 22:38figure out a way to use them to amplify
- 22:40you and what you care about and your
- 22:43innate goodness. If you're a technical
- 22:45person, use the same tools to invent
- 22:49stuff. And to invent stuff that changes
- 22:51the world. I've never seen the the cost
- 22:55of entry to be so low and the
- 22:57availability of these ideas so great.
- 22:59The only thing that limits you is your
- 23:02curiosity, your willingness to take
- 23:04risks, and so forth. So, get over it and
- 23:07say, "I want to dream. I want to use
- 23:09these tools to have this enormous
- 23:11impact." Right? And some of you, not
- 23:14everybody, will have a huge impact. And
- 23:17it won't just be coming being
- 23:19financially successful. You might become
- 23:21famous or important in something that
- 23:23you didn't even know was important, but
- 23:25you'll be so proud of yourself.
- 23:26>> I love the optimistic future that you've
- 23:28painted and all that you've taught us
- 23:30today. I really appreciate [music] it.
- 23:31Thank you so so much.
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