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후회는 안할거야 ... (에릭 슈미트 구글 전 대표) — Transcript

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  1. 0:00Eric Schmidt has had a front-row seat to
  2. 0:02nearly every major technology shift of
  3. 0:04the last three decades. You know him
  4. 0:07from running Google, and since then he's
  5. 0:09become one of the leading voices shaping
  6. 0:11the conversation around artificial
  7. 0:13intelligence. He is CEO of Relativity
  8. 0:15Space, giving him yet another vantage
  9. 0:17point on how breakthrough technologies
  10. 0:20move from idea to reality. Eric, welcome
  11. 0:23to Inside Blackstone.
  12. 0:25>> Oh, thank you. Thank you very much.
  13. 0:26Well, of course I I I love the founder
  14. 0:28and the firm and everything you guys are
  15. 0:30doing, so.
  16. 0:30>> You're a technologist, you're a computer
  17. 0:32scientist. You give these incredible
  18. 0:34technical talks. I think your superpower
  19. 0:37is that you're able to break down
  20. 0:38complex ideas and make them more
  21. 0:41accessible. And that's ultimately what
  22. 0:42we're trying to do here.
  23. 0:44>> you.
  24. 0:44>> It's amazing the breadth of things that
  25. 0:46you've done in your career, that you're
  26. 0:47still doing.
  27. 0:48>> I'm not dead yet.
  28. 0:49>> You're not dead yet by any means, and
  29. 0:51that I guess that's my question is
  30. 0:52you're, you know, you're 71. When most
  31. 0:55people achieve the kind of success you
  32. 0:57have, or not even close, they spend the
  33. 0:59rest of their life sort of talking about
  34. 1:01it, what they accomplished. You keep
  35. 1:03reinventing yourself.
  36. 1:04>> I I I can't seem to stop. My own view is
  37. 1:07as you get older, you should take on
  38. 1:09more risk because you have less to lose.
  39. 1:12Right?
  40. 1:13>> Right.
  41. 1:13>> And so, you might as
  42. 1:19well try the things that you thought
  43. 1:20were impossible. of the ethics and the
  44. 1:23world that you care about, I care about
  45. 1:25democracy and I care about freedom.
  46. 1:27That's what I want to work on. At this
  47. 1:29point in in my own life, I'm interested
  48. 1:31in impact. Most of the problems in the
  49. 1:34world could be solved in Eric's little
  50. 1:36brain with an improvement or an
  51. 1:38adjustment in technology. If you look at
  52. 1:41at sort of improvement in our lives,
  53. 1:43improvement in our health, and so forth,
  54. 1:44it's all been related to technological
  55. 1:46progress. Starting with the invention of
  56. 1:47fire, which was extremely useful. Right,
  57. 1:50way back when.
  58. 1:51>> But also dangerous, right?
  59. 1:52>> And everything is dual use, and
  60. 1:54everything has to be managed. But just
  61. 1:56look at look at the dollar of value of
  62. 1:59labor over a thousand years or 500 years
  63. 2:02or 100 years, right? Human human output,
  64. 2:06human hours in terms of productivity are
  65. 2:08vastly improved. And because we've
  66. 2:10somehow collectively decided to have
  67. 2:12fewer children, not a good thing.
  68. 2:14>> I have four.
  69. 2:15>> Uh congratulations.
  70. 2:16>> Doing my part.
  71. 2:17>> Have as many as possible. [laughter]
  72. 2:19More children are good and more
  73. 2:20grandchildren are good and so forth. Um
  74. 2:23we're going to have to automate. And so,
  75. 2:25human wealth, human health, human
  76. 2:27well-being, one of the major
  77. 2:29determinants will be over the next
  78. 2:32hundred years, can we continue to
  79. 2:34accelerate progress in this? I
  80. 2:36profoundly believe we can. And I
  81. 2:39profoundly believe that long after I'm
  82. 2:40gone, humans will be much better.
  83. 2:43>> So, you tend to be way more optimistic
  84. 2:45on the benefits of AI than most.
  85. 2:48What gives you that confidence?
  86. 2:50>> Would you like most human diseases to be
  87. 2:52solved in the next 15 years?
  88. 2:54>> I would.
  89. 2:54>> Sign me up, especially given my age.
  90. 2:57Would you like solutions to climate
  91. 2:59change?
  92. 3:00>> I would love that.
  93. 3:01>> Absolutely. Maybe we could have safer
  94. 3:04products. Um maybe we could have better
  95. 3:06educational solutions. Maybe we could
  96. 3:08change the educational system so the
  97. 3:10kids are not bored, but rather they're
  98. 3:12engaged. Um the opportunities are
  99. 3:15significant. In the last month,
  100. 3:1810 major math problems were solved, uh
  101. 3:21including one called Navier-Stokes,
  102. 3:23which is historically important, by
  103. 3:25computers. Now, you sit there and go
  104. 3:26like, why do I care? Well, math is the
  105. 3:29foundation of that acceleration.
  106. 3:32>> For those on this listening to this
  107. 3:33podcast that are not technologists, what
  108. 3:35was the significance of that?
  109. 3:36>> Um Navier-Stokes is an equation that
  110. 3:38involves fluid flows.
  111. 3:39>> And why were they unsolvable math
  112. 3:41problems?
  113. 3:42>> The specific conjecture was had never
  114. 3:45been proven.
  115. 3:46And so, they use approximations for
  116. 3:48Navier-Stokes. Uh I indeed funded some
  117. 3:51physics work in this area, which I never
  118. 3:53understood, but they were really smart
  119. 3:54people. And the key thing is that that
  120. 3:57these fluid flows model, for example,
  121. 3:59lift of an airplane, how do air
  122. 4:01conditioners work? There are many, many
  123. 4:03examples.
  124. 4:04So, being able to solve the problem in a
  125. 4:07particular way indicates better
  126. 4:09algorithmic answers. We can get a better
  127. 4:12and more accurate answer. Why do you
  128. 4:14care? The airplane will fly faster. The
  129. 4:16airplane will use less gas. Right? I can
  130. 4:19go on. Uh the rocket will go faster. Uh
  131. 4:22the fuel will be less. You'll get to
  132. 4:24Mars quicker. You know, what have you.
  133. 4:26All of these fluid flow things matter in
  134. 4:30a way that's that we sort of take for
  135. 4:31granted.
  136. 4:32>> Let's go back to the internet, cuz I
  137. 4:33think it's so interesting. You've been
  138. 4:34around the rise of the internet and
  139. 4:37other platform, you know, shifts, the
  140. 4:39rise of enterprise software, search,
  141. 4:41cloud computing, mobile, all of these
  142. 4:43major technological innovations. Why
  143. 4:46does this moment feel different to you?
  144. 4:48>> It's not different. It's just bigger.
  145. 4:50>> Bigger.
  146. 4:51>> The internet felt exactly the same as
  147. 4:53this. I started with mainframes. So,
  148. 4:55that's how how long I've been in this
  149. 4:57field. I've been doing tech for 55
  150. 4:59years. And when the PC revolution came
  151. 5:03along, everyone said, "Oh my god, this
  152. 5:05is this huge wave." It created Microsoft
  153. 5:07and Apple and so on and so on.
  154. 5:09Uh this was 40 years ago, 45 years ago.
  155. 5:12So, these things take a while. And I
  156. 5:14think what another example, uh let's
  157. 5:17look at self-driving cars.
  158. 5:18>> Mhm.
  159. 5:18>> Did you arrive at work today in a
  160. 5:20self-driving car?
  161. 5:21>> I suspect not, nor did I. Um and so,
  162. 5:25what do we think about that?
  163. 5:26>> you think we will?
  164. 5:27>> Um well, it's beginning. Now,
  165. 5:29self-driving cars will
  166. 5:30>> York City?
  167. 5:31>> Uh New York City will be one of the last
  168. 5:32ones.
  169. 5:33>> Okay.
  170. 5:33>> But, it'll come.
  171. 5:34>> It'll come.
  172. 5:34>> But, it's coming in the different
  173. 5:35cities, uh including obviously Waymo and
  174. 5:37other competitors. But, why do I mention
  175. 5:40self-driving cars? They were largely
  176. 5:42they were designed in the '90s. The
  177. 5:44first real test of self-driving cars was
  178. 5:472004. So, that's 22 years and going.
  179. 5:51So, the diffusion rate is different from
  180. 5:53the invention rate.
  181. 5:55So, there the faster the diffusion rate
  182. 5:58of the sort of broad adoption, the
  183. 6:00quicker the societal change.
  184. 6:02Why does it occur in what I do first?
  185. 6:05It's because we're already connected.
  186. 6:08Right? You It's essentially a software
  187. 6:09problem. It's just connectivity. The
  188. 6:11marginal cost of connectivity, given
  189. 6:13we're already so connected, is very low.
  190. 6:14The incremental cost of connecting you
  191. 6:16and me is essentially zero. Boom, it
  192. 6:18just happens. It's straightforward
  193. 6:20economics. Whereas getting self-driving
  194. 6:23cars is a great deal of capital. It's
  195. 6:24hard and so forth. People are working on
  196. 6:26it. Why 20 years versus zero years? And
  197. 6:29that's the answer. You see the same, by
  198. 6:30the way, in AI. All of the gains right
  199. 6:33now are occurring in what is called
  200. 6:35essentially scale-free. And scale-free
  201. 6:38means that you can just keep doing it
  202. 6:40and get smarter. So, in math, I'm not a
  203. 6:42mathematician, but as best I can
  204. 6:44understand, they just invent stuff. And
  205. 6:46they just keep inventing things. And
  206. 6:48they keep inventing things. And they're
  207. 6:49so clever. Well, now a computer can take
  208. 6:52all of those ideas, and if you just give
  209. 6:54it enough juice, it can do the same
  210. 6:55thing.
  211. 6:56Because it doesn't need data It's It's
  212. 6:58self-contained.
  213. 6:59>> Unlocking all these solutions.
  214. 7:00>> Unlocking these solutions. In software,
  215. 7:03it turns out that once you start writing
  216. 7:05code, and you start learning how well
  217. 7:08the code works, you can make it better.
  218. 7:10And then you can make it better and
  219. 7:11better. And there's a what is called a
  220. 7:13recursive self-improvement loop, where
  221. 7:15it's getting smarter on its own.
  222. 7:17But this progress that I'm describing is
  223. 7:21happening faster than I have ever seen.
  224. 7:23Right? What it is true is each wave is
  225. 7:27bigger, but it's also faster. And we are
  226. 7:30not ready as a society.
  227. 7:31>> Eric, you gave me like 10 things to
  228. 7:33unpack there, but
  229. 7:33>> [laughter]
  230. 7:34>> let's try to do this. So, recursive
  231. 7:36self-improvement, right? This is the
  232. 7:37thing that had the Anthropic
  233. 7:39researchers, two of them making
  234. 7:40comments, one leaving, making comments,
  235. 7:42the other is sort of validating that
  236. 7:44there are serious concerns about the
  237. 7:46speed with which AI is learning, right?
  238. 7:49>> So So, by the way, every month there is
  239. 7:51a group of people who quit over this
  240. 7:53this issue.
  241. 7:54>> topic, exactly.
  242. 7:55>> Well, Silicon Valley, and in particular
  243. 7:57San Francisco, they're absolutely
  244. 7:59convinced that that this is going to
  245. 8:02happen so quickly that it will threaten
  246. 8:04humanity in one way or the other. I
  247. 8:06personally do not agree with this.
  248. 8:07>> Okay, why?
  249. 8:08>> Well, let me explain their argument.
  250. 8:11Um
  251. 8:12is a relatively straightforward
  252. 8:13argument. As humans, we learn at a
  253. 8:16certain rate. If you have enough
  254. 8:17hardware and enough electricity and so
  255. 8:19forth, and enough scale-free learning,
  256. 8:22which is what I'm talking about, it can
  257. 8:24just get faster and learn faster than
  258. 8:26humans can. And the way it works, um
  259. 8:29I'll give you a simple example.
  260. 8:31I ask it to write a chapter, and then it
  261. 8:33writes the chapter, and I feed that
  262. 8:34chapter and say, "Write the next
  263. 8:35chapter." And so forth. Well, if I keep
  264. 8:38iterating like that, eventually it
  265. 8:41learns what I wanted with a process
  266. 8:43called reinforce- reinforcement
  267. 8:44learning.
  268. 8:45>> Easier to write the 12th chapter than
  269. 8:46the first.
  270. 8:47>> And it gets smarter.
  271. 8:48>> Mhm.
  272. 8:49>> And once it learns how to do it, it
  273. 8:51knows. It's like the way we learn. Uh
  274. 8:53but it can learn a lot faster.
  275. 8:55So So, think of it as humans versus
  276. 8:58computers. I think the the actual
  277. 9:00technical answer about this learning is
  278. 9:02it's not human learning, it's a
  279. 9:04different kind of intelligence. And so,
  280. 9:06the the best way to state the fear is if
  281. 9:09we're inventing a different kind of
  282. 9:11intelligence that we cannot necessarily
  283. 9:14constrain. This is called the alignment
  284. 9:16problem.
  285. 9:17Um also, in the past weeks, there was a
  286. 9:19very famous
  287. 9:21situation where there was an internal
  288. 9:23test going on at OpenAI, um and this
  289. 9:26internal test, which was trying to check
  290. 9:28something, managed to create a set of
  291. 9:30bots. They managed which are agents, if
  292. 9:33you will. They managed to collaborate to
  293. 9:35violate certain norms and laws. They
  294. 9:37managed to break into things, they
  295. 9:38managed to allegedly do a little bit of
  296. 9:41harm. Now, nobody was hurt. But, it's an
  297. 9:43example of what is possible.
  298. 9:45So, we must develop both recursive
  299. 9:49self-improvement, which is the
  300. 9:50self-learning, along with solving the
  301. 9:52alignment problem to human values. So, a
  302. 9:55simple way would be I say to you,
  303. 9:58um, learn everything, and you're a
  304. 10:00computer.
  305. 10:01That's not what I should say. I should
  306. 10:02say learn everything, but
  307. 10:04don't harm any humans, follow all laws,
  308. 10:07follow all laws, follow the US
  309. 10:08Constitution, make sure you don't get
  310. 10:10sued. You know, in other words, there's
  311. 10:11a set of assumptions
  312. 10:12>> that you build into the model.
  313. 10:14>> These systems don't have a fear of the
  314. 10:15police. They don't have feelings. And
  315. 10:18so, they have to be constrained.
  316. 10:20>> Come back to your optimism. It's in
  317. 10:21everything that you, you know, you've
  318. 10:23written and you've said. What gives you
  319. 10:25optimism that we will be able to sort
  320. 10:28out a future where humanity wins?
  321. 10:31>> What's the alternative?
  322. 10:33I mean,
  323. 10:34the best way to get a headline is to
  324. 10:35say, "In 10 years, we're all dead." I I
  325. 10:37was on a panel with a guy who wrote a
  326. 10:39book which is entitled, "If we invent
  327. 10:42superintelligence, we're all dead." It's
  328. 10:44very hard to argue with someone in that.
  329. 10:47The only problem with his argument is
  330. 10:48he's wrong, right? Because part of
  331. 10:50superintelligence is getting the super
  332. 10:52intel- super alignment problem solved.
  333. 10:55>> I would guess that your social network
  334. 10:57might be a little bit different than
  335. 10:58mine. What's the buzziest thing that you
  336. 10:59were hearing about this summer in the AI
  337. 11:01circles?
  338. 11:02>> The biggest and most important thing
  339. 11:04that has occurred in the last year is
  340. 11:06the arrival of long reasoning, deep
  341. 11:09reasoning.
  342. 11:10And when I say long reasoning, I mean 8
  343. 11:12hours of reasoning.
  344. 11:14So, what would happen is that you would
  345. 11:15start a year ago or two, and it could
  346. 11:18kind of begin thinking, and then it
  347. 11:21would start thinking about something
  348. 11:22else.
  349. 11:22>> Get distracted.
  350. 11:24>> Like I do.
  351. 11:24>> We can anthrop- we we can make it feel
  352. 11:26like human, but somehow it it takes a
  353. 11:29wrong path. It decides that we're
  354. 11:30instead of talking about math, we're
  355. 11:31going to talk about French literature.
  356. 11:33You know, something
  357. 11:34>> That's hilarious.
  358. 11:34>> Something that doesn't make any sense,
  359. 11:35right? Um that problem was solved using
  360. 11:39essentially technical guardrails for
  361. 11:41what it kept thinking. So, they said
  362. 11:43stay focused. Stay focused. Stay
  363. 11:45focused. Is the way to understand it.
  364. 11:47And that produced the ability to ask
  365. 11:49very They're called chain of thought
  366. 11:50trains. Where you can basically see it's
  367. 11:53thinking, how it solved a problem. And
  368. 11:56these chains can be a thousand steps,
  369. 11:592,000 steps.
  370. 12:00Now, why am I mentioning this? I don't
  371. 12:02know about you. I can't think a thousand
  372. 12:04steps. I just don't I'm not It's not
  373. 12:06that smart, but it can. So, it looks
  374. 12:09like deep reasoning will allow you to
  375. 12:11see deeper as a human that than a human.
  376. 12:15The best AI is in service of humans
  377. 12:17doing things that humans are not so good
  378. 12:19at.
  379. 12:20>> So, artificial superintelligence, how
  380. 12:22will we know we've achieved it and what
  381. 12:24do you think the timeline is?
  382. 12:25>> So, most people believe right now that
  383. 12:29we're at the beginning of
  384. 12:30superintelligence, which is broadly
  385. 12:32defined as humans plus super smart
  386. 12:35computers working together, right? There
  387. 12:37are more technical definitions. Now,
  388. 12:40today vision is better,
  389. 12:43um data storage is better, retrieval is
  390. 12:45better, and analytical stuff should be
  391. 12:48better, and proofs are getting better.
  392. 12:50So, we're at the beginning of that. What
  393. 12:52is the thing that is not obvious how to
  394. 12:54do? And the answer is real discovery.
  395. 12:57So, the test that's used in the industry
  396. 12:59is
  397. 13:00could you
  398. 13:01take all the information that's known in
  399. 13:031902, put it into a computer,
  400. 13:06and have it generate um general
  401. 13:08relativity, special relativity,
  402. 13:10Einstein, 1902-1904.
  403. 13:12Um the consensus right now is no.
  404. 13:15And the consensus is no because it
  405. 13:16required a leap that was not obvious
  406. 13:20from any knowledge that existed at the
  407. 13:22time.
  408. 13:23Okay?
  409. 13:24So, in the industry, we say, well, how
  410. 13:26would we solve that?"
  411. 13:28Well, there's an obvious way, which is
  412. 13:30you take the computer and you just say,
  413. 13:33"Keep trying." You know, just it's the
  414. 13:34it's the monkey with the keyboard
  415. 13:36eventually produces Mozart, but it takes
  416. 13:37a long time.
  417. 13:38>> Mhm.
  418. 13:39>> I don't think that's going to work
  419. 13:39because it's computationally not
  420. 13:41realistic.
  421. 13:42A better idea is to invent something
  422. 13:45which allows for analytical reasoning in
  423. 13:48non-coherent spaces. So, think of it as
  424. 13:51a leap. I happen to understand something
  425. 13:54in physics and then you give me a
  426. 13:56completely unrelated problem and somehow
  427. 13:59I
  428. 14:00>> I something clicks, you know, it's like
  429. 14:02in my case, you're in the morning you're
  430. 14:03in the shower and you have this idea
  431. 14:05>> Right.
  432. 14:05>> that just showed up. Can we invent that?
  433. 14:09>> So, do you think these leaps are coming
  434. 14:11faster than we realize?
  435. 14:13>> The kind of leaps I'm talking to have
  436. 14:14not occurred yet. There's something
  437. 14:16called the San Francisco consensus by me
  438. 14:18anyway, and everyone in San Francisco
  439. 14:20thinks this will occur in 2 years. I
  440. 14:22don't.
  441. 14:23For one thing, I don't think there's
  442. 14:24enough computers, I don't think there's
  443. 14:25enough people, I don't think there's
  444. 14:26enough algorithms. I think maybe in my
  445. 14:28lifetime, maybe in a decade. That would
  446. 14:30be a big deal.
  447. 14:31>> Mhm.
  448. 14:32>> But each of these moments are they're
  449. 14:33happening so fast now.
  450. 14:36And and by the way, it's fast because of
  451. 14:38the internet. It's because of what is
  452. 14:40called basically scalable computing.
  453. 14:43Um the supercomputers that are being
  454. 14:45used. So, typical model takes three or
  455. 14:47four months, costs $100 million to
  456. 14:49train, takes a few months to to test.
  457. 14:52Right?
  458. 14:53Thank God for the American financial
  459. 14:55industry that would be willing to
  460. 14:56finance these things.
  461. 14:58>> And we're seeing the creation of an
  462. 14:59entirely new financing model for this
  463. 15:01industry, right?
  464. 15:02>> If you want to achieve the vision I am
  465. 15:04describing, you have to do it at a world
  466. 15:07level. America is particularly good at
  467. 15:09building world standards and
  468. 15:11world-changing impacts at this scale.
  469. 15:13You're going to have to do it in the US
  470. 15:15for regulatory reasons and you're going
  471. 15:17to have to find a way to finance it.
  472. 15:18You're also going to have to wait to
  473. 15:20find a way to solve the energy problem.
  474. 15:22The best energy solution is fusion. They
  475. 15:24look like they're going to get to fusion
  476. 15:26within two two to three years. When that
  477. 15:29occurs, that's another massive moment in
  478. 15:31human history. I think it will occur in,
  479. 15:34you know, three to five years.
  480. 15:35>> You've said you've sort of invested in
  481. 15:37everything when it comes to AI, but if
  482. 15:39you could only invest in one thing
  483. 15:41related to artificial intelligence, like
  484. 15:43one theme, not a single company, but one
  485. 15:45theme, what would it be?
  486. 15:46>> Uh long reasoning.
  487. 15:49I don't think we appreciate when we have
  488. 15:51a thought partner
  489. 15:53that can do can think longer than we do.
  490. 15:56We can't think about how So, I'll give
  491. 15:58you an example.
  492. 15:59You're a CEO. You have 24-hour agents.
  493. 16:02You have one that's running looking at
  494. 16:04security, another one that's looking at
  495. 16:05power, another one that's looking at
  496. 16:06cash, another one that's looking at
  497. 16:07products, another one that's looking at
  498. 16:09global macro, and they're just running.
  499. 16:12And then your AI CEO every day when you
  500. 16:14get up says,
  501. 16:15"Does Eric need to know anything? Does
  502. 16:17Christine need to know anything?" And
  503. 16:18they say, "Nah, nothing special." But
  504. 16:21it's always running. So, you want to
  505. 16:23think about that in running a business.
  506. 16:26That those things are You have to sleep,
  507. 16:28it doesn't. They can be disciplined into
  508. 16:31focus on this and not something else. Is
  509. 16:34that important? Absolutely.
  510. 16:35>> So, do you think there's a productivity
  511. 16:37boom
  512. 16:38that's coming?
  513. 16:39>> Well, I think it's already underway.
  514. 16:40>> It's already underway.
  515. 16:41>> An example would be my entire life, I
  516. 16:43would according to myself, I was a very
  517. 16:45very good programmer when I was 22,
  518. 16:47right? I was one of the best, according
  519. 16:49to myself. My field is over, right?
  520. 16:53>> And yet you still tell people to learn
  521. 16:55coding.
  522. 16:55>> I do because I want them to be
  523. 16:57architects. So, I went from be I had to
  524. 16:59build the house, now I can architect the
  525. 17:02house using the equivalent of Claude
  526. 17:04code or OpenAI Codex or future products
  527. 17:07from Google, uh which they're working
  528. 17:09on, all of which allow me to say what I
  529. 17:13want and the code gets written. I look
  530. 17:15at the code it writes now. I can't write
  531. 17:17that code. I couldn't when I was 22.
  532. 17:19Right? So, I got beaten. Right? Hard. Um
  533. 17:23it's okay. Right? I did I did fine.
  534. 17:25The next generation of people like me
  535. 17:27will be the architects, and they'll be
  536. 17:30very very smart, and they'll know how to
  537. 17:31say this is what I want. Um one of my
  538. 17:34friends Some of my friends are not so
  539. 17:36friendly, and they're not so social.
  540. 17:37They're kind of So, we say asocial.
  541. 17:40They're nice people.
  542. 17:40>> No naming names.
  543. 17:41>> I'm not going to name anybody. Um so, I
  544. 17:43said, "What are you doing?" And he said,
  545. 17:44"I'm deleting names from my address
  546. 17:46book." And I said, "Why?" He said, "I
  547. 17:49don't want to talk to them anymore." I
  548. 17:50said, "What do you do all day?" Well, I
  549. 17:52get up in the morning, I have coffee,
  550. 17:54and then I check with my friends. And I
  551. 17:55said, "Which friends?" He said, "My
  552. 17:57agent friends."
  553. 17:58>> Oh, god.
  554. 17:59>> Okay. So, you So, what do you do? And he
  555. 18:01spends all morning
  556. 18:03plugging and playing with his agents who
  557. 18:05are solving really interesting problems
  558. 18:07to him.
  559. 18:08And then he gives them a 1-hour project
  560. 18:10for lunch. He has lunch, and he comes
  561. 18:12back and he interacts with his agents.
  562. 18:15Now, he's got a wife and a family and so
  563. 18:16forth. So, at 5:00, he gives it an
  564. 18:19overnight, you know, task.
  565. 18:21>> Right. And it goes to work.
  566. 18:22>> And it goes to work, and then it
  567. 18:24typically completes between 2:00 and
  568. 18:254:00 in the morning. And I said, "Do you
  569. 18:26wake up for that?" He said, "No, no, no,
  570. 18:28no. I wake up naturally. I know I with
  571. 18:31certainty when I wake up, I'll have a
  572. 18:32result."
  573. 18:33>> I was with you on everything other than
  574. 18:35that these are his friends. You right? I
  575. 18:37mean, I think they're amazing
  576. 18:38productivity tools. But, I'm going to
  577. 18:40take us back now to data centers. The
  578. 18:42case for data centers was made long
  579. 18:44before artificial intelligence, for
  580. 18:46mobile and cloud computing and
  581. 18:49cybersecurity, all these things that it
  582. 18:51helps enable. Yet, now there's so much
  583. 18:53concern around data centers. What's your
  584. 18:55take?
  585. 18:56>> Well, if you're running one of these AI
  586. 18:58companies,
  587. 19:00your revenue is completely determined by
  588. 19:01your data centers. So, this is a massive
  589. 19:04change in what I do. It It used to be
  590. 19:06that software was pretty high gross
  591. 19:08margin. You could sort of sell it.
  592. 19:09Didn't have a lot of capital.
  593. 19:11Because you need the hardware.
  594. 19:13That's what's changed the economics. So,
  595. 19:16in the short term, it's the same thing
  596. 19:18as in the gold rush, the people who made
  597. 19:21all the money were the the pickaxes and
  598. 19:23so forth and so on. The infrastructure
  599. 19:24>> shovels. We have a whole
  600. 19:25We have a whole thing on this, Eric.
  601. 19:27>> And and this picks and shovels thing is
  602. 19:29real. Um so, from the standpoint of the
  603. 19:31economy,
  604. 19:32that's those are huge they're real
  605. 19:34businesses. There's an estimate that 11%
  606. 19:37of US electricity demand in 2030 will be
  607. 19:41AI data center related. That's an
  608. 19:43extraordinary transition by any measure.
  609. 19:45Historically, it was 2 or 3%. So, and
  610. 19:48that buildout is one of the primary
  611. 19:49drivers of economic growth in America
  612. 19:52today. So, thank goodness for that.
  613. 19:54>> If you could leave CEOs with one
  614. 19:55takeaway today, what would it be?
  615. 19:57>> The the term that I've been using is
  616. 19:59being AI native CEO. So, what I'm trying
  617. 20:02to do in all my things is I'm trying to
  618. 20:04fully automate the execution of the
  619. 20:06businesses um in the factory floor in
  620. 20:08Relativity,
  621. 20:10I was walking through it one day and I
  622. 20:11thought, "How many computers are here?"
  623. 20:13So, I said, "Why don't we connect them
  624. 20:14all?" So, they just connected all the
  625. 20:16computers. And so, the immediate thing
  626. 20:18that they can do using AI is they can
  627. 20:21look at sort of utilization cross
  628. 20:22utilization times in new ways.
  629. 20:24It occurs as a natural byproduct of
  630. 20:26getting the digital systems connected.
  631. 20:29Furthermore, if you take generic data,
  632. 20:31right, unstructured data, and you
  633. 20:33connect it all, these systems are smart
  634. 20:35enough that they can interpolate between
  635. 20:37one data normal seeing another. In other
  636. 20:39words, they can combine disparate data
  637. 20:41sets and give you business insights. So,
  638. 20:44how do I make more money? How do I
  639. 20:46increase uh customer retention? How do I
  640. 20:48make sure I don't lose a customer? You
  641. 20:49can
  642. 20:50ask these questions.
  643. 20:52What I've been struck by is that when
  644. 20:54you take open-source data, that is
  645. 20:56public data,
  646. 20:58plus the proprietary data in your
  647. 21:00business, and you put it into a system,
  648. 21:02and you start asking questions, I go
  649. 21:05crazy over it. You can now talk across
  650. 21:08all of the data. You can get data
  651. 21:09fusion. You can actually figure stuff
  652. 21:11out.
  653. 21:11>> It drives me crazy a little bit though
  654. 21:13when I do have content given to me that
  655. 21:15is generated by the computer.
  656. 21:17>> Is it correct?
  657. 21:18>> Some is and some isn't. Sometimes I
  658. 21:20worry about the loss of original human
  659. 21:23thought.
  660. 21:24>> There's a whole bunch of concerns.
  661. 21:26I think the most one the one that I've
  662. 21:28always been worried about is the loss of
  663. 21:30deep reading. Which I blame not on AI
  664. 21:33but on social media. I used to read a
  665. 21:36book a week and now I'm too interrupt
  666. 21:39driven to do that. And my attention span
  667. 21:42is so much shorter.
  668. 21:43>> I've been watching young scientists. I
  669. 21:45fund a whole bunch of young scientists.
  670. 21:47How do they do it? And the answer is
  671. 21:49they turn off the phone. They turn off
  672. 21:51and they just do it. But it requires
  673. 21:54this huge strength to turn off the drug.
  674. 21:58Right? That interrupt drug, the
  675. 21:59serotonin that we have. That's bad. In
  676. 22:02my view, that's bad for society.
  677. 22:04>> So I have I have a bunch of young kids.
  678. 22:06I have you know, two that are nearing
  679. 22:08their college years. What would you tell
  680. 22:10young people to study today?
  681. 22:12>> Well, I used to say biology. Now I say
  682. 22:13deep reasoning. If you're a
  683. 22:15non-technical person, you should figure
  684. 22:18out how to use these tools to make your
  685. 22:22dreams and your realities
  686. 22:24extraordinarily scaled. You want to be a
  687. 22:27global star, a global influencer, a
  688. 22:30global impactor, or a global discoverer,
  689. 22:32a global singer. You want to use these
  690. 22:35tools. Whatever it is that you you want,
  691. 22:38figure out a way to use them to amplify
  692. 22:40you and what you care about and your
  693. 22:43innate goodness. If you're a technical
  694. 22:45person, use the same tools to invent
  695. 22:49stuff. And to invent stuff that changes
  696. 22:51the world. I've never seen the the cost
  697. 22:55of entry to be so low and the
  698. 22:57availability of these ideas so great.
  699. 22:59The only thing that limits you is your
  700. 23:02curiosity, your willingness to take
  701. 23:04risks, and so forth. So, get over it and
  702. 23:07say, "I want to dream. I want to use
  703. 23:09these tools to have this enormous
  704. 23:11impact." Right? And some of you, not
  705. 23:14everybody, will have a huge impact. And
  706. 23:17it won't just be coming being
  707. 23:19financially successful. You might become
  708. 23:21famous or important in something that
  709. 23:23you didn't even know was important, but
  710. 23:25you'll be so proud of yourself.
  711. 23:26>> I love the optimistic future that you've
  712. 23:28painted and all that you've taught us
  713. 23:30today. I really appreciate [music] it.
  714. 23:31Thank you so so much.

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