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Jensen Pushes Back on Doomers, Xi & Trump Talk AI, and “AI” Gets a Rebrand | #294 MOONSHOTS Live — Transcript

by Peter H. Diamandis · 9,285 words · 1,397 segments · language en · Watch on YouTube

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  1. 0:05Good morning everybody and welcome to
  2. 0:07Moonshots Live, our inaugural event.
  3. 0:11>> Yeah,
  4. 0:13it is such an awesome treat to have all
  5. 0:16of you here and get a chance to meet you
  6. 0:18guys. Uh our smiling muscles are
  7. 0:21exhausted from this morning, but I think
  8. 0:22we're going to be going throughout the
  9. 0:24day. On behalf of Dave Blondon, AWG,
  10. 0:29Seem, and Emod, it is an awesome
  11. 0:32pleasure to have you guys here. Yeah,
  12. 0:34give it up.
  13. 0:38So, we're going to talk about this, but
  14. 0:41our mission is to keep you hopeful,
  15. 0:45optimistic, and to inspire you to find
  16. 0:49your massive transformative purpose, to
  17. 0:51choose your moonshot, and to make it
  18. 0:54happen.
  19. 0:55Right? It's this is life during the
  20. 0:57singularity. It's never going to be any
  21. 0:59slower. We have the opportunity each and
  22. 1:03every one of us to make the future what
  23. 1:05we desire. The future is not happening
  24. 1:07to us. It's what we create. Right? Ours
  25. 1:11is the ability given these superhero
  26. 1:14technologies enabling us to build,
  27. 1:17create, and steer that future. Right? AI
  28. 1:21is not a hand grenade. It's a jetpack.
  29. 1:26It's an opportunity for us to find
  30. 1:28problems and solve problems. You know, I
  31. 1:30define an entrepreneur as someone who
  32. 1:32finds problems and solve problems. And
  33. 1:34the more entrepreneurs on the planet,
  34. 1:37the more problems get solved. Do we have
  35. 1:39challenges? Of course. But that's what
  36. 1:42we humans do. We find the challenges and
  37. 1:45we fix them. Please remember that. My
  38. 1:48hope for you, each and every one of you
  39. 1:50here today, is to find extraordinary
  40. 1:53co-founders here in this room. To find
  41. 1:56those individuals who share your
  42. 1:58purpose, design moonshots, and execute
  43. 2:01on them. The ability has never been
  44. 2:04faster and more capable than it is
  45. 2:06today.
  46. 2:08So, by the end of today, if you're not
  47. 2:11clear what your purpose is, please dig
  48. 2:13in to find it. And walk away with at
  49. 2:17least one sentence in your mind. This is
  50. 2:21what I'm going to build. This is the
  51. 2:24problem I'm going to solve. And then
  52. 2:27today or tonight, find three people and
  53. 2:31speak that statement out loud. When you
  54. 2:33speak it out loud, you make it real. And
  55. 2:35guess what? the person you talk to may
  56. 2:38be your next co-founder, maybe your next
  57. 2:39funer, maybe your next partner. Take the
  58. 2:43time to do that because you can. And
  59. 2:47this is the room where magic is going to
  60. 2:50happen.
  61. 2:51All right. Uh it's time to introduce my
  62. 2:54moonshot mates. Let's roll the video.
  63. 3:00>> The question is, how do you build? How
  64. 3:02do you make things better? People who
  65. 3:04were already in the ecosystem now have a
  66. 3:06super intelligence at their beck and
  67. 3:08call. The story line that we're
  68. 3:09capturing here will last for millennia.
  69. 3:11>> As a mathematician, GPT 5.6 Pro is the
  70. 3:14only quality math model.
  71. 3:16>> All of this automation and AI enablement
  72. 3:19and cognitive abundance allows us to be
  73. 3:21deeply deeply deeply creative.
  74. 3:23>> Video Gen combined with AI is a very
  75. 3:27powerful force.
  76. 3:28>> A year from today, we'll all be like,
  77. 3:29"Wow, remember how slow it was?"
  78. 3:32Please give a warm welcome to the
  79. 3:34moonshot mates.
  80. 3:38>> All right, I'm going to call them out.
  81. 3:41I'm going to call them out one at a
  82. 3:43time.
  83. 3:44Our Afghan warlord, Selene Miso,
  84. 3:49our super intelligence, Alex Gross.
  85. 3:53our giant Immad Gust
  86. 3:58>> and my fraternity brother.
  87. 4:03Gentlemen,
  88. 4:05first of all, I did hug Alex and he is
  89. 4:09somewhat physically real.
  90. 4:10>> You didn't pinch my should be a robot.
  91. 4:12He is real.
  92. 4:14>> I'm a real boy.
  93. 4:15>> Yes.
  94. 4:18>> Uh first of all, wasn't last night
  95. 4:20amazing? How about give it up for
  96. 4:22William Shatner? Huh?
  97. 4:25>> Unbelievable.
  98. 4:27>> You know, uh I'm just blown away by his
  99. 4:31level of energy. Yeah. Why is my watch
  100. 4:35going off?
  101. 4:37It says I have an emergency call going
  102. 4:39on. Okay.
  103. 4:40>> Okay.
  104. 4:40>> No, I'm okay. I'm okay. Stop it. You
  105. 4:44know, when technology fails you, it's
  106. 4:46great.
  107. 4:50A lot of news going on.
  108. 4:53Uh shall we jump in?
  109. 4:55>> Let's do it. Yeah. What else would we?
  110. 4:56>> So, yeah.
  111. 5:01>> All right. Here's my clicker.
  112. 5:03>> So, uh let's open up with the story
  113. 5:06that's been underlying the last two
  114. 5:08weeks. Uh there's been really a fear,
  115. 5:12you know, a pandemic of fear going on in
  116. 5:14the planet. we had two weeks ago. We
  117. 5:15hear, you know, Dario goes on with his
  118. 5:18blog. Sam Alman comes in and says, "I
  119. 5:20agree." Elon comes in and says, "I
  120. 5:22agree." You know, even even Demis comes
  121. 5:25in and says, "I agree." And then two
  122. 5:27nights ago, just before the sheump
  123. 5:29meetings, uh Sam and Daario were there
  124. 5:32at the Security Council saying, you
  125. 5:35know, we're in the midst of a
  126. 5:37existential threat.
  127. 5:40But
  128. 5:41you know and and just to be clear I do
  129. 5:44think there is danger from AI but I
  130. 5:46think it's danger from humans using AI
  131. 5:48for mal intent. So I'd like to do is
  132. 5:52actually share two videos
  133. 5:55of uh some other leaders in the industry
  134. 5:59and let's talk about this. I want to
  135. 6:00talk about, you know, is the fear
  136. 6:03warranted from AI on its own in a rogue
  137. 6:08exploit. So, let's take a look. The
  138. 6:11first one is Jensen and some comments
  139. 6:12from him. Uh, let's start here.
  140. 6:15>> Nobody's building more comput today than
  141. 6:17the people asking to be slowed down. All
  142. 6:19all of the other narratives to deflect
  143. 6:22blame to to make it sound like AI is so
  144. 6:25powerful. I have no idea how to fix it.
  145. 6:27It's not my fault. It's just because the
  146. 6:29technology is just so powerful.
  147. 6:30>> So when Jeffrey Hinton is on TV saying
  148. 6:32he thinks a 10% chance of societal
  149. 6:34destruction is not unreasonable.
  150. 6:35>> I would tell I would tell Jeff that that
  151. 6:38um it's irresponsible to say all that.
  152. 6:41All of his predictions have been wrong.
  153. 6:43Enough predictions. That 10% chance is
  154. 6:46not grounded on science. It's not
  155. 6:47grounded on research. It is it it just
  156. 6:49because it comes from a scientist
  157. 6:50doesn't make it scientific.
  158. 6:58drop the mic moment
  159. 7:02>> and then Zuck weighed in. Here we go.
  160. 7:06>> Is AI going to kill us?
  161. 7:09>> It's just that this is the place you
  162. 7:10have to start this week.
  163. 7:12>> Well, I think if we all do a good job
  164. 7:14and um and act responsibly, then no. I
  165. 7:17mean, I'm quite optimistic about the
  166. 7:18fact that this is going to be a very
  167. 7:20positive future for everyone. Look, I
  168. 7:22mean, I think that there's a lot of uh
  169. 7:24rhetoric that is filled with doom. And I
  170. 7:27mean, my view on this is that there are
  171. 7:30a number of labs that are working on
  172. 7:31building um advanced AI. And I don't
  173. 7:36think that we need some kind of like
  174. 7:38industry-wide coordination to not to not
  175. 7:41necessarily mess this up. I think that
  176. 7:43just each lab needs to take the time and
  177. 7:46when it sees that there are issues, you
  178. 7:49just take the time that you need
  179. 7:50internally to uh make sure that you're
  180. 7:52proceeding safely. My my own view on
  181. 7:54this is that we're entering a phase
  182. 7:56where trust and alignment is actually
  183. 7:59going to be the most important next set
  184. 8:01of capabilities.
  185. 8:07>> Immod, let's go to you first on this.
  186. 8:10>> Yeah. Well, I think that it's an
  187. 8:12interesting period because we're getting
  188. 8:13the capability increases and people are
  189. 8:15worried on different sides, but a lot of
  190. 8:17the open AI outbreaks and things were
  191. 8:19bad security protocols. It was bad
  192. 8:21infrastructure on their part. And the
  193. 8:23most dangerous point we're coming to is
  194. 8:25humans misusing it deliberately or not
  195. 8:28before we get through to the other side.
  196. 8:31So I think we've got a series of dangers
  197. 8:32coming and they're all being conflated
  198. 8:34into one thing which is AI breaking out
  199. 8:36suddenly kills us all without actually
  200. 8:38looking at the individual things and
  201. 8:40putting in place existing regulations
  202. 8:42and enforcing them and on the other hand
  203. 8:44thinking how can we actually collaborate
  204. 8:46to make sure this is aligned and works
  205. 8:48with us. Alex, I've gone on record
  206. 8:51multiple times as saying I think
  207. 8:53something probably went wrong after
  208. 8:55World War II and we lost out on at least
  209. 8:5750 years of progress due to moral panic
  210. 9:00over nuclear energy. And I am seriously
  211. 9:03concerned that a moral panic of the
  212. 9:05moment over super intelligence could set
  213. 9:07us back another 50 years. So it's right
  214. 9:09on the t-shirt pdoom less than zero.
  215. 9:16And I I think the worst possible outcome
  216. 9:18is deceleration. So don't del.
  217. 9:21>> Okay. Seem pab greater than pdoom.
  218. 9:24>> Oh like a thousand times. Look uh we
  219. 9:28have evolved for 4 billion years
  220. 9:31fighting uh all sorts of issues. Uh life
  221. 9:36tries to the the universe tries to wipe
  222. 9:38you out, right? There's so many entropy
  223. 9:41tries to wipe you out. We're local
  224. 9:43anti-anthropic phenomena that somehow
  225. 9:46managed to create order out of chaos.
  226. 9:48And the idea that the we'll get wiped
  227. 9:51out now by something seems to be
  228. 9:53unbelievably absurd.
  229. 9:55>> You got to remember that 99.9% of all
  230. 9:57species are no longer with us.
  231. 9:59>> Yeah, that's fine. But we keep moving
  232. 10:00on. We keep moving on. Look, if we
  233. 10:03morph, if we merge with AI, if we merge
  234. 10:06with uh thing, and let's note that's
  235. 10:08been going on forever, right? Iman's
  236. 10:10wearing spectacles, technically he's a
  237. 10:11transhumanist. The minute the minute you
  238. 10:14get a vaccination as a child,
  239. 10:15technically you're a cyborg. So, we've
  240. 10:17been augmenting the human experience
  241. 10:18with technology for a very very long
  242. 10:21time. And look at the unbelievable lives
  243. 10:23we're living now. And the opportunity to
  244. 10:25solve more and more problems. The the
  245. 10:27huge problem we have, we talk about this
  246. 10:29all the time on the podcast. Our brains
  247. 10:31are so geared towards negativity, we get
  248. 10:33stuck in that phenomena. And I think the
  249. 10:36work that we're doing here, which is I
  250. 10:38think why everybody's here and so
  251. 10:39excited, is the is pushing that positive
  252. 10:42narrative because the world is
  253. 10:43infinitely better than we've had it.
  254. 10:45>> So, let's celebrate that.
  255. 10:47>> Amen.
  256. 10:48>> Pab,
  257. 10:49baby.
  258. 10:50>> Pab.
  259. 10:50>> Uh Dave, close the tab on this.
  260. 10:53>> Well, we're on the cusp of a moment I've
  261. 10:54been waiting for my entire life. I'm not
  262. 10:56going to sit here and and like throw
  263. 10:57cold water on this greatest moment
  264. 10:59really in the history of humanity. Um
  265. 11:02Jeffrey Hinton is calling it the way he
  266. 11:03sees it. I think I think the quote like
  267. 11:06just because it comes from a scientist
  268. 11:07doesn't make it scientific. That's going
  269. 11:08to end up on an Alex t-shirt.
  270. 11:11>> That's that's awesome.
  271. 11:12>> But he's calling it like he sees it. But
  272. 11:14but clearly uh we're moving forward at
  273. 11:17warp speed. It's improving itself. The
  274. 11:20ability to make the world just a
  275. 11:22dramatically better place is right in
  276. 11:23front of us. Nothing's going to slow
  277. 11:25that down. The misuse of it is an
  278. 11:27incredible threat and there are
  279. 11:29solutions to that. But it's happening
  280. 11:30anyway. like to to get stuck on
  281. 11:32doomerism is completely dysfunctional.
  282. 11:34We're not slowing down. It's going to
  283. 11:36happen.
  284. 11:36>> Yeah. Uh the other story that transpired
  285. 11:40yesterday uh or kind of didn't transpire
  286. 11:44yesterday was the sheump AI
  287. 11:47conversation.
  288. 11:48>> Yeah.
  289. 11:48>> Right. So, uh what came out of that was
  290. 11:50some state dinners. Uh I think the
  291. 11:53interesting quote that Trump posted is
  292. 11:56quote, I want to leave it exactly where
  293. 11:58it is. That is China's position also.
  294. 12:01Our guard rails uh is the department of
  295. 12:04justice.
  296. 12:06So wait, so this ties back to the
  297. 12:10conversation we had in the last pod
  298. 12:11where Bessant said we're not going to
  299. 12:13wave liability.
  300. 12:14>> Yeah.
  301. 12:15>> Right. And and so this is a very
  302. 12:16important point. The labs are liable for
  303. 12:20their product if it does harm. And I
  304. 12:23think that's one of the most important
  305. 12:24things that can you know they've asked
  306. 12:25for liability of w you know why over
  307. 12:27liability and one of the questions we've
  308. 12:29discussed all the time here is is that
  309. 12:31the reason that they're saying it's too
  310. 12:34dangerous you know 10 20% existential
  311. 12:37threat. Uh Alex, let's go to you on
  312. 12:40this.
  313. 12:40>> I I've made the point on the pod in the
  314. 12:42past. I think we saw in the past 2 to 3
  315. 12:44weeks an attempted formation of an AI
  316. 12:46safety cartel. And I don't think this
  317. 12:49was even a recent occurrence. This is
  318. 12:51right there in the founding conceits of
  319. 12:53open AI. The notion that if and when we
  320. 12:55got close to super intelligence, however
  321. 12:57construed, or AGI, however construed,
  322. 13:00that there would be a deliberate effort
  323. 13:01to form wasn't being called a cartel at
  324. 13:04the time, but a coordination mechanism.
  325. 13:06>> I don't think it's being called a cartel
  326. 13:07now either.
  327. 13:08>> Well,
  328. 13:10some some of us view it as an attempted
  329. 13:12cartel, including myself. And I I I
  330. 13:14think competition is good. Think back to
  331. 13:16the creation of Open AI. So when Sam and
  332. 13:18Elon and Greg and others created OpenAI,
  333. 13:21the purpose originally for Open AI was
  334. 13:23to be a counterbalance to Google
  335. 13:25DeepMind, which Elon especially was
  336. 13:27concerned would become a singleton in
  337. 13:29the future that would dominate the
  338. 13:30future of Liteco with their AI. So we
  339. 13:32got Open AI, a counterbalance, if you
  340. 13:34will, and I think competition is very
  341. 13:37healthy in this space. I think forming a
  342. 13:39cartel for full ownership of what maybe
  343. 13:43I've called in the past the frontier
  344. 13:45liberation front and pushing out a
  345. 13:47frontier liberation front. Terrible
  346. 13:48idea. I think defensive coscaling is how
  347. 13:51we end up in a a great future. When if
  348. 13:54we were at the the dawn of the city in
  349. 13:57in humanity, it would be a terrible idea
  350. 14:00to say, well, we can't form cities. We
  351. 14:02need to form an alliance to regulate the
  352. 14:04formation of cities because cities breed
  353. 14:06crime. No, it's a terrible idea. Cities
  354. 14:08are fountains of economic growth. What
  355. 14:10do we do instead? We have police forces
  356. 14:13and fire departments and all sorts of
  357. 14:15other municipal services that
  358. 14:16defensively co-scale with the
  359. 14:18population. The singularity, I claim, is
  360. 14:20going to need exactly the same thing.
  361. 14:22Don't desell, just defensively coscale.
  362. 14:26>> I love that. Um, Seem, you know, so yes,
  363. 14:32give it up for ASI. I think your I think
  364. 14:34your city metaphor is such a great one
  365. 14:36because it just paints the picture very
  366. 14:38clearly as to how you organize for the
  367. 14:40future. You just need to find new
  368. 14:42structures that match the specific
  369. 14:44demand that's occurring.
  370. 14:46>> Yeah. Immad, do you think China and the
  371. 14:49US will trust each other?
  372. 14:51>> No.
  373. 14:51>> Okay.
  374. 14:53>> I mean, so how you know Bessant asked
  375. 14:56for a hotline, you know, our AI just
  376. 14:59escaped and it's arming our nuclear
  377. 15:01missiles. You know, it's like
  378. 15:03>> I think the hotline is again more for
  379. 15:05these sub ASI sub breakout kind of
  380. 15:08things where you do have to have
  381. 15:10responsible reporting like OpenAI's
  382. 15:12model hacked the Australian medical
  383. 15:14system that came out recently. I mean
  384. 15:16maybe that's what AGI should do. It
  385. 15:18should hack all our systems and upgrade
  386. 15:19them, right? It's like the align thing
  387. 15:21to do.
  388. 15:22>> But at the same time, I think that there
  389. 15:24can be a level of coordination because
  390. 15:26AI is entering society. So you look at
  391. 15:28the city, the police force, the fire
  392. 15:31department, others, they're utilities
  393. 15:32that actually do have liability
  394. 15:34waiverss, but that's an exchange for
  395. 15:36being a utility for humanity.
  396. 15:38>> And the AI that comes into our systems
  397. 15:41can't be controlled by the big labs. And
  398. 15:44then they should have a liability waiver
  399. 15:46because
  400. 15:47>> they should have a liability waiver.
  401. 15:48>> That type of AI that comes into our
  402. 15:50systems shouldn't be controlled by the
  403. 15:51big labs. And they should have liability
  404. 15:53waiverss because they're working for the
  405. 15:55betterment of society. And that's a
  406. 15:57different type of AI that we're not
  407. 15:59really looking at. But it's inevitable
  408. 16:01that the AI will run our judicial
  409. 16:03system, our medical systems, our roads,
  410. 16:05our schools. And who's really thinking
  411. 16:08about that side of things? Because
  412. 16:09again, that's the utility AI versus the
  413. 16:12frontier AI. And it's all being merged
  414. 16:14into one. And that's something
  415. 16:15definitely the Chinese and Americans can
  416. 16:17learn from each other on because they
  417. 16:19don't both want better functioning
  418. 16:20societies. I can't wait till the ASI
  419. 16:22says, "Yes, we hacked your medical
  420. 16:24system because it was so bad.
  421. 16:27and we've just, you know, improved it,
  422. 16:29you know, 10x
  423. 16:30>> overnight. The DMV just goes the whole
  424. 16:32backlog disappears.
  425. 16:34>> Can I can I build on that just for a
  426. 16:36second?
  427. 16:36>> Yeah, sure.
  428. 16:37>> If if you take this uh structure that we
  429. 16:40have, I've I've said this repeatedly,
  430. 16:42nation states are a terrible way of
  431. 16:44governing the world today. They're
  432. 16:46they're geared towards scarcity. I think
  433. 16:48what's going to happen with AI in the
  434. 16:50most positive uh potential outcome is
  435. 16:54that AGI, ASI, whatever the hell you
  436. 16:56want to call it, you've heard my rant on
  437. 16:58that uh emerges and it forces us to
  438. 17:01operate as a world community. It forces
  439. 17:03the global countries to to formulate and
  440. 17:06come up with a consistent steady
  441. 17:08>> interface standards. Yeah.
  442. 17:09>> Yeah. And and come up with a common
  443. 17:11interface with that uh whatever that
  444. 17:13thing is and then we can move the world
  445. 17:15forward. Right now, we cannot move the
  446. 17:17world forward with the the log gem of
  447. 17:21old 15th century structures that that
  448. 17:24are outdated from from at least 100
  449. 17:27years.
  450. 17:27>> I'll take the other side of that if I
  451. 17:29may, which is at the dawn of audio
  452. 17:31recording, there was this notion, many
  453. 17:33thought in the time of Edison that the
  454. 17:35ability to record the human voice would
  455. 17:38lead to a standardization of accents,
  456. 17:40standardization of everything. The exact
  457. 17:42opposite happened in in many ways.
  458. 17:44Although there has been a die- off of
  459. 17:46low resource languages and the long
  460. 17:48tale, there has been a proliferation of
  461. 17:50new accents and dialects thanks to audio
  462. 17:52recording. I would predict the exact
  463. 17:54opposite is going to happen thanks to
  464. 17:56super intelligence. Not an erosion of
  465. 17:58nation states, but a proliferation of
  466. 18:00new forms of government.
  467. 18:01>> So, so one trend that's occurring, I I
  468. 18:03totally agree with you. We are moving
  469. 18:05this century from the concept of a
  470. 18:07nation state to a city state. That's the
  471. 18:10granulation. And it allows a smaller
  472. 18:12entity to operate independently. Take
  473. 18:14any city. Take LA. If you have solar
  474. 18:16energy, satellite internet, vertical
  475. 18:18farming, that could happen. Great. We
  476. 18:21could do lots here. Uh vertical farming,
  477. 18:23satellite internet, solar energy. You
  478. 18:25don't need a country. You can you can
  479. 18:27self-manage and self-determined to a
  480. 18:29large extent. And the tension you see in
  481. 18:31the world today is not left versus
  482. 18:33right. It's urban versus rural.
  483. 18:35>> Right? Brexit was London versus the rest
  484. 18:37of the country. Uh Trump is urban versus
  485. 18:39rural. And this is the tension that's
  486. 18:41happening. We're going to see the de the
  487. 18:44problem with nation states is they have
  488. 18:45armies and they like to use them. Uh but
  489. 18:47over time we're going to see a much more
  490. 18:49highly granulated u uh determinism that
  491. 18:52will happen which is good for the world
  492. 18:53because it'll increase.
  493. 18:54>> Dave, why don't you take why don't you
  494. 18:56close us out on Trump here?
  495. 18:57>> Yeah. The the only surprising thing that
  496. 18:59I heard from you know Alvin Graen, good
  497. 19:01friend of the pod.
  498. 19:02>> You were texting with him last nighting
  499. 19:04the White House. He's at the UN you know
  500. 19:06with the delegation. So they agreed to
  501. 19:08meet again in November which is like you
  502. 19:10know 100 years from now in singularity
  503. 19:12time. Um but uh the only thing that
  504. 19:14surprised me in his notes was you know
  505. 19:17our agenda is stop US panic. This is we
  506. 19:21we don't want to slow down and lose to
  507. 19:23China. We don't want a global we don't
  508. 19:24want Bernie Sanders to get everybody in
  509. 19:26the country riled up and then have
  510. 19:28everything stop. That's our concern.
  511. 19:30What's your concern China? Our concern
  512. 19:33is the CCP existing at all and the great
  513. 19:36firewall of China being penetrated by
  514. 19:38AI. Like, oh, I forgot all about Tianaan
  515. 19:42Square like and and how fragile the
  516. 19:44entire ecosystem is over there.
  517. 19:45>> That really surprised me. So then then
  518. 19:47their actions make a lot more sense if
  519. 19:49you put it in the context of, oh,
  520. 19:50they're they're so worried about just
  521. 19:52existing as a government.
  522. 19:54>> And then this happened in DC. The United
  523. 19:58States also totally rejects any attempt
  524. 20:00to construct a globalist scheme to
  525. 20:02control for the artificial intelligence
  526. 20:06being spoken of so much now here and
  527. 20:09after officially called super
  528. 20:12intelligence changing the name.
  529. 20:16I
  530. 20:16>> I I thought I thought for sure he was
  531. 20:19going to say super duper intelligence
  532. 20:22>> actually.
  533. 20:25Yeah. But it's it's interesting, right?
  534. 20:28So, uh, the US won the race to super
  535. 20:31intelligence by rebranding it.
  536. 20:35>> Immod.
  537. 20:36>> Yeah. I mean, I think it's a great name,
  538. 20:38you know, super intelligence. Why not?
  539. 20:39I'm looking forward to come to Super
  540. 20:40America eventually.
  541. 20:43>> I'm still stuck on Lake America. So,
  542. 20:47>> the Gulf of America.
  543. 20:48>> I was thinking of what Selene was
  544. 20:49saying. I think the biggest challenge in
  545. 20:51the world today is how do we marry
  546. 20:53collective intelligence with localized
  547. 20:55wisdom? That's what we're really saying
  548. 20:58because even
  549. 21:01even what Dave was saying right now, we
  550. 21:03have these machines that are collecting
  551. 21:04our intelligence. They're learning and
  552. 21:06they're adapting our systems and there's
  553. 21:08better ways of operating to replace
  554. 21:10these. But then you have to have the
  555. 21:11localization. You need the diversity.
  556. 21:13You need to have it responding to local
  557. 21:14needs. And I think you know super
  558. 21:16intelligence actually a remarkably good
  559. 21:18way to think about it because a lot of
  560. 21:20the fears and concerns are about the
  561. 21:23intelligence that you know it was ASI it
  562. 21:25was artificial super intelligence having
  563. 21:28that differentiated from the
  564. 21:29intelligence that's helping us dayto-day
  565. 21:31really differentiates and delineates
  566. 21:33that because you know what is it 99%
  567. 21:36perspiration 1% innovation like majority
  568. 21:39of the AIs that will help us every day
  569. 21:41are the perspiration AI they're the
  570. 21:43execution AIs the innovation we still
  571. 21:45need. We need new materials, new
  572. 21:46physics, etc. But that's a different set
  573. 21:49of things and that's not something we're
  574. 21:51even smart enough, most of us, to be
  575. 21:52able to use. So, let's have one set of
  576. 21:54looking at that and let's make sure that
  577. 21:56the 99% reaches the 99% to uplift
  578. 21:59everyone.
  579. 22:01>> Dave, are we going to call it super
  580. 22:02intelligence from here on out?
  581. 22:04>> You never tell Donald Trump when he's
  582. 22:05looking at the teleprompter, you know,
  583. 22:06he's he's saying something someone
  584. 22:08wrote, but when he looks down, he's
  585. 22:09like, did he just make that up once in a
  586. 22:11while? You can't tell. He did.
  587. 22:13>> Is there an agenda? I I think if there
  588. 22:15is an agenda is to try and deflect the
  589. 22:17inevitable uh you know wave that's
  590. 22:20coming from the Bernie Sanders world. If
  591. 22:21you rebrand it and rename it, you're
  592. 22:23just a moving target.
  593. 22:26>> So So that that could be part of the
  594. 22:27strategy, I think. But
  595. 22:28>> uh yeah, but the whole the whole goal
  596. 22:30there is to keep moving at full speed,
  597. 22:32stay ahead of China, and reduce panic as
  598. 22:34much as possible. I I am going to say,
  599. 22:36you know, one of the things I've been
  600. 22:38very vocal about and I think we need to
  601. 22:40have in the conversation is yeah, move
  602. 22:42at full speed, but let's also direct the
  603. 22:45labs to focus on alignment. Uh because I
  604. 22:49I think and we're going to talk about
  605. 22:50that in a little bit. I I think yes,
  606. 22:54move fast, but let's take resources that
  607. 22:56you have, you know, point 100,000 agents
  608. 22:58towards alignment work. Uh See, super
  609. 23:01intelligence, do you buy in? I mean,
  610. 23:02you've been asking what the hell that
  611. 23:04all means in the first place. Yeah, I
  612. 23:05mean look, we talk about AGI, first of
  613. 23:07all, it's not artificial. It's not
  614. 23:09general. It's not really intelligence.
  615. 23:10Other than that, I'm good with it. Um,
  616. 23:13you have the ASI shoe. I think that
  617. 23:15there there's the whole spectrum of this
  618. 23:18uh is is problematic. We need somebody
  619. 23:21to come up with a good name for all of
  620. 23:22this that's completely different. I've
  621. 23:24said repeatedly, I think what we're
  622. 23:26building here is an complimentary
  623. 23:29mechanism to human intelligence, not
  624. 23:31replicative. and the narrative keeps
  625. 23:33thinking it's replicative and then you
  626. 23:35end up with the Matrix Skynet, you know,
  627. 23:37and the robot overlords come and take
  628. 23:39over the world. We're so geared for
  629. 23:41that. Um, the first article, we did some
  630. 23:44research on this. The first article that
  631. 23:46ever appeared that we could find that
  632. 23:48said robots or AI will take all the jobs
  633. 23:50in 5 years appeared in 1964.
  634. 23:53>> Yeah. Okay. This is that we get stuck on
  635. 23:56these tropes and we can't get out of it.
  636. 23:58Right. It's exactly what Alex mentioned
  637. 23:59earlier when when uh recording came out.
  638. 24:02The same thing when the printed book
  639. 24:04emerged. It's that people said it would
  640. 24:05destroy people's brains. So we get stuck
  641. 24:08on these.
  642. 24:08>> Depends what book you read.
  643. 24:09>> Yeah. And this is I think why Peter the
  644. 24:12work you're doing is so important is is
  645. 24:14we have the opportunity. We are actually
  646. 24:16reaching abundance. All the data shows
  647. 24:18that our narratives just sadly lack very
  648. 24:21far behind. I think this is what you've
  649. 24:23done with this whole um the X-P prize
  650. 24:25for creating a positive vision of the
  651. 24:27future is one of the most important
  652. 24:29things that's happened in maybe a
  653. 24:31hundred years in the world. Shift the
  654. 24:32world towards positive things.
  655. 24:34>> Thank you.
  656. 24:36>> Uh Alex, close us out on this one. You
  657. 24:39love neols and I love the ones you
  658. 24:41create. Super intelligence. Are you
  659. 24:43going to call it that from here on out?
  660. 24:45>> I already do. I have a company that I
  661. 24:47started called physical super
  662. 24:48intelligence. It's in the name.
  663. 24:49>> Always ahead of the curve, ladies and
  664. 24:50gentlemen. Yeah, I'm I'm a big fan of
  665. 24:52the name super intelligence as opposed
  666. 24:54to AGI. Maybe for different reasons.
  667. 24:57What I like about the name and and Nick
  668. 24:59Bostonramm's term super intelligence is
  669. 25:01it emphasizes that it's simply more
  670. 25:04intelligence and it in some sense I
  671. 25:06think demystifies AGI or some of these
  672. 25:09other terms. We're going to live to the
  673. 25:11extent we don't already in a world with
  674. 25:14the cognitive equivalent of many
  675. 25:16trillions of human beings. an earth, a
  676. 25:18solar system with the equivalent
  677. 25:20population of many trillions of people.
  678. 25:22And I think that's a better cognitive
  679. 25:24frame to think about what would a solar
  680. 25:26system filled with trillions of humans
  681. 25:28look like? What would it look like
  682. 25:30economically, socially, scientifically?
  683. 25:33Super intelligence, I think, as a term
  684. 25:35conotes that in a way that AGI doesn't.
  685. 25:36So, I'm a big fan.
  686. 25:38>> Nice. Well, as soon as we renamed it
  687. 25:40super intelligence, Bernie Sanders said
  688. 25:43we should make it illegal. We should ban
  689. 25:44it. Let's watch this video.
  690. 25:47I hope very much that they will sit down
  691. 25:50and begin the process of negotiating a
  692. 25:53comprehensive treaty to establish a
  693. 25:56pause on advanced AI and a ban on AI
  694. 26:02super intelligence.
  695. 26:04>> All right. So, uh
  696. 26:08so three key elements in in Bernie's
  697. 26:10plan here. First, a permanent ban on
  698. 26:12developing artificial super intelligence
  699. 26:15defined as AI that exceeds human
  700. 26:17cognitive ability across most domains.
  701. 26:20Second, an immediate pause on advanced
  702. 26:23AI development until a new regulatory uh
  703. 26:26system is written into rules. Third, a
  704. 26:28new cabinet level uh department of AI.
  705. 26:31And get this, the penalties are
  706. 26:34corporate death. There's a corporate
  707. 26:37death penalty that your company is off.
  708. 26:40shut down and for the individuals 20
  709. 26:42years in federal prison uh which is
  710. 26:45modeled after the illegal nuclear
  711. 26:47weapons. Uh so
  712. 26:50>> h interesting. I mean this is
  713. 26:53fear-mongering at its best. Uh Dave, you
  714. 26:56want to so many real problems that need
  715. 26:58to be solved that just hate this idea
  716. 27:00that we're going to turn this into a do
  717. 27:02or don't argument which is utterly
  718. 27:03insane. Also, the way liability law
  719. 27:07works in the US, you know, it's very
  720. 27:09easy to scare people into not doing
  721. 27:10anything. You know, if you're afraid of
  722. 27:1120 years of prison, you don't you don't
  723. 27:13even know what the rule is. They haven't
  724. 27:14even proposed a rule yet. The the fear
  725. 27:16of of being, you know, beheaded in the
  726. 27:20street is very real. So, then people
  727. 27:21stop acting. That's the worst thing that
  728. 27:23could possibly come out of this. And I I
  729. 27:25think, you know, Bernie is from Vermont.
  730. 27:26I love Vermont. Spend more time in
  731. 27:28Vermont than any other state. And it's
  732. 27:30beautiful because not much has been
  733. 27:32done,
  734. 27:33>> you know, and so I think this
  735. 27:35perspective is going to be more European
  736. 27:37like like when in doubt, do nothing is
  737. 27:40going to be the the default behavior.
  738. 27:42And that's so toxic. I mean, if you do
  739. 27:44nothing, very very bad things are going
  740. 27:46to happen. Like the things you should be
  741. 27:48worried about like terrorists using AI
  742. 27:50to build bioweapons or China getting
  743. 27:51miles ahead of the US. Those are the
  744. 27:53real things to worry about. and you're
  745. 27:55if you're not acting and like turning it
  746. 27:58into a political leftright battle, it's
  747. 28:00the stupidest thing that could happen
  748. 28:02right now. We need very specific
  749. 28:04technical solutions to open source to
  750. 28:07monitoring to te just like with nuclear
  751. 28:09power. And if we get moving on those, we
  752. 28:12can solve them very easily in time for
  753. 28:15for ASI. If we just turn it into a
  754. 28:17political debate and we're frozen and
  755. 28:19people don't know what to do
  756. 28:20>> into SI
  757. 28:22Alex, your thoughts here.
  758. 28:24>> I think
  759. 28:25>> you you voted for Bernie, I assume,
  760. 28:26right?
  761. 28:27>> I'm I'm I'm not a Vermont voter.
  762. 28:29>> Okay.
  763. 28:30>> For for better or for worse. I think
  764. 28:33putting a stat I mean on the one hand
  765. 28:35here we are in the land of Hollywood and
  766. 28:37every Hollywood movie needs a villain.
  767. 28:39Yes.
  768. 28:39>> And I I think the singularity story in
  769. 28:42Hollywood has found one now. I I think
  770. 28:45putting a statutory cap on intelligence,
  771. 28:48aside from being a terrible idea, is an
  772. 28:50evil idea. I I think it's tantamount to
  773. 28:53capping human intelligence. This is the
  774. 28:56the story of dystopias in science
  775. 28:58fiction.
  776. 28:59>> Burn the books.
  777. 29:00>> Burn the books and burn the minds.
  778. 29:02>> And I I think putting a statutory cap on
  779. 29:04because we're going to be merging with
  780. 29:06the machines. It's effectively a cap on
  781. 29:08individual human intelligence. I I think
  782. 29:10penalizing people for being too smart is
  783. 29:13a terrible idea. It's an evil idea. And
  784. 29:15I think history will come to reflect
  785. 29:18that proposing a cap in whatever form on
  786. 29:21intelligence, whether it's machine or
  787. 29:23human or human machine hybrid, is
  788. 29:26basically the equivalent of communism in
  789. 29:28the 21st century.
  790. 29:29>> Wow. I'll tell you the
  791. 29:34the one thing to me that's most
  792. 29:36dangerous in the Bernie sentences there
  793. 29:38a lot a lot of it can be reversed in
  794. 29:40short order but the data center part of
  795. 29:41it if your state doesn't have data
  796. 29:44centers and they start getting built all
  797. 29:46in other states they're not coming back
  798. 29:49you know once the ground is broken the
  799. 29:50chips are there the investments made
  800. 29:52that's the part you'll never get back
  801. 29:53and that's going to be such a massive
  802. 29:55driver of the economies and the states
  803. 29:57that get ahead that's the part I think
  804. 29:58that they're really going to regret in
  805. 30:00the in the burning statements.
  806. 30:03>> Quick thoughts.
  807. 30:04>> Uh two things. When you look at this
  808. 30:06whole narrative, it's interesting to me
  809. 30:07to ask the following question. What
  810. 30:10evidence on either side would have
  811. 30:12somebody change their minds, right? If
  812. 30:14you think ASI is bad, then you're like
  813. 30:16your narrative stuck. There's nothing we
  814. 30:17can do to show you that it's not bad.
  815. 30:19And same with the other side. It's hard.
  816. 30:21It's very tough to change narratives in
  817. 30:23our world. The really good news in all
  818. 30:25of this, I think it the she summit, the
  819. 30:29Bernie stuff, it's completely
  820. 30:31irrelevant. None of it matters. And I
  821. 30:33think Dave pointed this out. The minute
  822. 30:34you have local weights available and
  823. 30:36people can run their own models at a
  824. 30:38local level, the world is going to move
  825. 30:39ahead. It doesn't matter what any single
  826. 30:41person does now, it's just going to
  827. 30:43trundle forward, which is great. Um,
  828. 30:45we've always had this huge uh humanity
  829. 30:49trundling forward, solving problems. I
  830. 30:51mean, we will likely solve cancer in the
  831. 30:53next 2 years.
  832. 30:55>> That is just an unbelievably optimistic
  833. 30:57thing to aim for. Why would you want to
  834. 30:58slow that down?
  835. 31:00>> I might as the foreigner on this on this
  836. 31:02diet, what are your thoughts?
  837. 31:03>> Hey, what am I? Chopped liver.
  838. 31:06>> You're a New Yorker. You're just
  839. 31:07Canadian. I'm just Canadian.
  840. 31:09>> You're a New Yorker. So, we give it up.
  841. 31:11>> You know, we did Brexit to get away from
  842. 31:13regulations, right? Um, but I think the
  843. 31:16real thing here is this is like a few
  844. 31:18decades ago when the US government tried
  845. 31:20to ban encryption and basically it was
  846. 31:22shown that that's a free speech thing
  847. 31:24because you're trying to ban math. ASI
  848. 31:26super intelligence is mathematics and
  849. 31:28it's unconstitutional to ban it
  850. 31:30>> because it's free speech.
  851. 31:33>> Yeah.
  852. 31:33>> All right.
  853. 31:35I'm going to move us forward. So, uh, in
  854. 31:38the last uh, 22 days, we've had 12 major
  855. 31:43model releases.
  856. 31:45four releases in the last five days,
  857. 31:48right? Like we're averaging like sub a
  858. 31:52release every two days, which is insane.
  859. 31:54>> Almost Alex says one model a day.
  860. 31:56>> One model per day by the end of this
  861. 31:57year.
  862. 31:58>> Yeah.
  863. 31:59>> So, uh let's do a quick chat on on
  864. 32:02Claude Opus 4 5.5, uh GPT Saul, uh GPT6
  865. 32:07Saul, Luna, and uh we can skip Grock 4.7
  866. 32:10for the second. Um, not that exciting.
  867. 32:14Sorry, Elon.
  868. 32:16Uh, but let's begin with the MetaMuse
  869. 32:20news. So, Metam Muse uh can personally
  870. 32:23book your flights, order your food,
  871. 32:25manage your calendar, do your shopping,
  872. 32:27and it hit number one on the app store
  873. 32:30with 2.8 million downloads, right? The
  874. 32:33fastest consumer AI product, surpassing
  875. 32:35even chat GPT when it came out. Y and
  876. 32:39interestingly enough, right, people
  877. 32:40forget that Meta touches 3.8 billion
  878. 32:43people on the planet and that's one of
  879. 32:47the massive distinguishers. If you have
  880. 32:49that level of connectivity to an end
  881. 32:51customer, you can push your product
  882. 32:53quickly.
  883. 32:54>> Yeah,
  884. 32:55>> Dave.
  885. 32:56>> Yeah, I know there's a fork in the road
  886. 32:58now where you have consumer AI which is
  887. 33:00insanely valuable. I mean, will
  888. 33:02completely replace search and all the
  889. 33:04other ways you interact with the
  890. 33:06internet. Um and then on the other end
  891. 33:08you have uh you know recursively
  892. 33:10self-improving strong AI which we just
  893. 33:13benchmarked the hell out of. So so those
  894. 33:14two things now right now what's the
  895. 33:16coolest model? We're used to saying oh
  896. 33:18Opus 5.5 just crushed all the
  897. 33:20benchmarks. It's the coolest model. Well
  898. 33:22that's distinct from what Metamuse is
  899. 33:24doing which is it doesn't have to be the
  900. 33:26most intelligent model to be the most
  901. 33:27useful in terms of your day-to-day life.
  902. 33:30And so the stocks like including Eper
  903. 33:32quote where I'm the chairman went down
  904. 33:3415% on backtoback days because
  905. 33:37everybody's like, "Oh my god, I'm gonna
  906. 33:39always find my auto insurance and my
  907. 33:41mortgage through Metamus."
  908. 33:42>> Interesting.
  909. 33:43>> Which is it's not going to actually play
  910. 33:44out that way. But but that's that
  911. 33:46reaction was incredible. Like so
  912. 33:48everyone's starting to visualize, wait,
  913. 33:49is Google search going to become
  914. 33:51completely irrelevant? This Metamuse
  915. 33:53thing just looks like my my co-pilot for
  916. 33:55life. And that that definitely is going
  917. 33:57to happen. It's fascinating to see the
  918. 33:59way the labs are leaprogging each other.
  919. 34:01A quick thought on this, Alex, before I
  920. 34:02go to Opus 5.5.
  921. 34:04>> Meta needs Muse to work. And I think
  922. 34:06it's even in the name. If you look at
  923. 34:08Muse on the one hand, and you look at
  924. 34:10Manus, the attempted Meta acquisition of
  925. 34:12the Chinese CUA, which the Chinese
  926. 34:14government forced Meta to unwind,
  927. 34:17>> this is Meta's primary distribution play
  928. 34:20to leverage its existing distribution
  929. 34:22channels. If you look at Instagram, Meta
  930. 34:24is using Instagram to the hilt to
  931. 34:26cross-promote Muse. Get everyone to
  932. 34:28install Muse because Meta needs a
  933. 34:31distribution play for its AI. Otherwise,
  934. 34:34Meta risks oblivion, irrelevance in the
  935. 34:37future, Instagram, the the family of
  936. 34:39apps, Instagram, etc. simply won't be as
  937. 34:41relevant because it'll all be synthetic.
  938. 34:43So, Meta needs to leverage its existing
  939. 34:45app, Beach Head, to get everyone onto
  940. 34:48their own CUA, which is Muse/manus.
  941. 34:50>> All right. So this week we saw Claude
  942. 34:52Opus 5.5 deliver performance equivalent
  943. 34:55to Fable 5.1 at literally half the
  944. 34:58price. Let's get the chart up there. Uh
  945. 35:01and you know I switched over Skippy to
  946. 35:04Opus 5.5. I want to save some money too.
  947. 35:07>> Uh performance on this Emod. What are
  948. 35:09your thoughts on it?
  949. 35:10>> It's a fantastic model.
  950. 35:11>> Isn't it incredible?
  951. 35:12>> Yeah. I mean Opus 5 Opus 5 I thought was
  952. 35:14going to kill us all. It was completely
  953. 35:15unhinged and 5.5 is a genuinely pleasant
  954. 35:19model to use that has a massive internal
  955. 35:23space of knowledge and understanding of
  956. 35:26taste which is the first thing I would
  957. 35:27say this is the first truly competent
  958. 35:29model and that's what drives muse and
  959. 35:31things like that we have the arrival of
  960. 35:33competent AI as of now
  961. 35:35>> and it's such a joy to when when you put
  962. 35:37a visual interface on top of anything
  963. 35:39you vibe up now it not only does it show
  964. 35:42you mockups before you actually commit
  965. 35:44to building it it then builds exactly
  966. 35:47what it proposed in the visuals. So like
  967. 35:49the visual understanding is so much
  968. 35:51better than it was uh just what four
  969. 35:54months ago
  970. 35:54>> 4 days ago.
  971. 35:55>> So then really really incredible. So so
  972. 35:58the the experience though of knowing
  973. 36:01what it's doing because you put an
  974. 36:02interface on it and then interacting
  975. 36:03with it and feeling like you're inside
  976. 36:04it. It's like night and day different
  977. 36:06from just yeah 4 days ago. If you
  978. 36:08haven't tried it yet, just upgrade all
  979. 36:10your your systems. Uh it's a mouse click
  980. 36:13away. is just mind-blowing how much
  981. 36:15better it is.
  982. 36:15>> Alex, quick thought on on this one.
  983. 36:17>> I could talk about benchmarks, but I
  984. 36:19think qualitatively new capabilities are
  985. 36:21more interesting in this instance. So,
  986. 36:23what I'm seeing that's new out of Opus
  987. 36:255.5 is it can generate videos. They're
  988. 36:28procedural videos. It can generate
  989. 36:30animations. They're procedural
  990. 36:31animations. It can generate images.
  991. 36:34They're procedural images. So the
  992. 36:35elephant in this room, one of the
  993. 36:36elephants in this room, drink
  994. 36:40was that open AI has had a video model
  995. 36:44has an image model. Anthropic is
  996. 36:47exposing nothing like that. You can't
  997. 36:48generate pixel-wise a highquality image
  998. 36:51with anthropic models or a video or
  999. 36:54audio with anthropic models. You can
  1000. 36:56with open AI's models. Anthropic seems
  1001. 36:58to be taking a very different approach
  1002. 37:00to multimodality and omniodality which
  1003. 37:02is code underlies everything. So now for
  1004. 37:05the first time with Opus 5.5 you can
  1005. 37:08generate a really highquality video
  1006. 37:10that's purely procedurally generated.
  1007. 37:12You can generate an interactive game
  1008. 37:14with textures but there it's not
  1009. 37:16generating the textures pixel-wise. I
  1010. 37:18mean you can ask it to but it's
  1011. 37:19generating it all procedurally. And I I
  1012. 37:21think these are two very different
  1013. 37:23strategies. Anthropic almost if folks
  1014. 37:25remember the distinction the wars in the
  1015. 37:27early days of computer graphics between
  1016. 37:29vector graphics and raster graphics.
  1017. 37:31Anthropic is playing the vector graphics
  1018. 37:33game where everything is just commands
  1019. 37:35and OpenAI is playing the the
  1020. 37:38raster/pixel basis and I think they're
  1021. 37:40on a collision course and the collision
  1022. 37:42course is going to be robotics because
  1023. 37:44the question is going to be if you need
  1024. 37:46a strongly embodied AI in the physical
  1025. 37:48world is the vector basis the right one
  1026. 37:51or the pixel arrest
  1027. 37:52>> which is our which is going to be our
  1028. 37:54very next story. I love the fact that
  1029. 37:55you know a week after Dario says we got
  1030. 37:58to pause slow down they release their
  1031. 38:00next model. It's the height of it's it's
  1032. 38:02honestly that that is a revealed
  1033. 38:04preference. It's the height of I think
  1034. 38:06hot take. It's the height of hypocrisy
  1035. 38:08to on the one hand say AI is going to
  1036. 38:10kill us all and then out of the other
  1037. 38:12side of your mouth a few days later
  1038. 38:14announce the world's strongest AI and
  1039. 38:16biolabs and other capab
  1040. 38:19>> and so on the same day that Opus 5.5
  1041. 38:21gets released we see GPT6 Saul and Astro
  1042. 38:25being released. Uh Dave any thoughts on
  1043. 38:28this one? I mean it's if you look at the
  1044. 38:31price performance it's just absolutely
  1045. 38:32wild. Um I I think there was a big
  1046. 38:36school of thought a year ago, two years
  1047. 38:38ago that hallucinations were going to be
  1048. 38:40a disaster. They'll never go away. You
  1049. 38:41can't use this actually rampant at MIT
  1050. 38:43if you can believe that. Like this
  1051. 38:45hallucination problem will be with us
  1052. 38:46forever. And like everything else, we've
  1053. 38:49just scaled out of it. And you see the
  1054. 38:50the error rate just plummets with pure
  1055. 38:54scale.
  1056. 38:55>> And and I this is the abundance thesis
  1057. 38:57at large, right? The models are getting
  1058. 38:59twice as good, twice as cheap at an
  1059. 39:01accelerating rate. Yeah. Yeah. Eman,
  1060. 39:04have you been playing with this at all?
  1061. 39:05>> Yeah. And I I think again for our test,
  1062. 39:07it's an incredibly competent model. The
  1063. 39:09models are smart enough now. We need
  1064. 39:11them not to make mistakes. We need them
  1065. 39:13not to drop the ball. And that's exactly
  1066. 39:15where everyone is going. And that's why
  1067. 39:17things like I said like Muse, Instinct,
  1068. 39:19others are going to going to go
  1069. 39:21tremendously well because they can be an
  1070. 39:23amazing PA, chief of staff, organizer,
  1071. 39:26etc. And we all need some competence in
  1072. 39:27our lives. It's so funny as a as an
  1073. 39:29organizer and chief of staff, that's
  1074. 39:30insanely powerful. And you know, anyone
  1075. 39:33who used GPT2, 3, and 4, uh, is used to
  1076. 39:36seeing misinformation coming out of it.
  1077. 39:39But if you were a kid today and you
  1078. 39:41start with GPT5, and six, you're just
  1079. 39:44going to trust it out of the box because
  1080. 39:46it's right 99.9% of the time, which is
  1081. 39:48kind of dangerous because it still does
  1082. 39:51occasionally just give you something
  1083. 39:52factually wrong.
  1084. 39:54>> All right, I'm going to move us into the
  1085. 39:55physical world. uh an important story
  1086. 39:57that we started talking about is uh
  1087. 40:00something called driving bench. So a
  1088. 40:03group of developers created a new
  1089. 40:05benchmark called driving bench. Uh they
  1090. 40:07took a Toyota Corolla, enabled it with
  1091. 40:09an interface so software could steer,
  1092. 40:12hit the gas, break, and then they asked
  1093. 40:15a generalpurpose AI model to drive
  1094. 40:19through a 130 m cone course uh with one
  1095. 40:23command. drive from here, get to there.
  1096. 40:27Uh, and here's the data. GPT6 Astra
  1097. 40:31finished the entire course 100% on its
  1098. 40:33second try. Right? So, I'm going to read
  1099. 40:36this quote from uh from Boris Power who
  1100. 40:39said, quote, "Incredible results. This
  1101. 40:41should be a nail in the coffin of
  1102. 40:43specialized models that were trained
  1103. 40:45from scratch with a lot of specialized
  1104. 40:47effort versus just training the most
  1105. 40:49powerful generalized model and
  1106. 40:51eventually distilling a small
  1107. 40:53specialized model as needed. So, Alex,
  1108. 40:56you're excited about this one.
  1109. 40:57>> The bitter lesson is bitter indeed.
  1110. 40:59>> Yeah.
  1111. 41:00>> Yeah. It's very exciting that I I think
  1112. 41:03essentially as an elementary school
  1113. 41:04project either now or imminently, this
  1114. 41:07whole notion that you needed separate
  1115. 41:09models for robotics is right out the
  1116. 41:11window. You'll just vibe code a robot.
  1117. 41:14You drop an open frontier model, say
  1118. 41:17Astra, into a robotic body and it will
  1119. 41:20oneshot embodied cognition. And this is
  1120. 41:23I I think probably pretty upsetting to a
  1121. 41:25number of academic computer scientists.
  1122. 41:27>> John Lun.
  1123. 41:28>> Yeah. that that actually decades of
  1124. 41:30computer scientists computer science and
  1125. 41:33robotics probably in with the benefit of
  1126. 41:35hindsight total waste. All we needed was
  1127. 41:38all we needed was a generalist model and
  1128. 41:40it turns out with a generalist model
  1129. 41:42robotics is cooked as well.
  1130. 41:43>> Super intelligence can drive a car. What
  1131. 41:45a surprise.
  1132. 41:47>> I've got total model fatigue. I mean I
  1133. 41:50can't keep up with 5.5 versus five
  1134. 41:53versus Astra. I mean just raise your
  1135. 41:55hand if you have model fatigue. And I
  1136. 41:56just think I mean it's great.
  1137. 41:59Everything's fantastic. I love the
  1138. 42:01progress. But Jesus, I can't I can't
  1139. 42:03keep.
  1140. 42:03>> You're so tired of winning. It's time to
  1141. 42:06tired of winning. That's a great That's
  1142. 42:08a great point. I mean, you know, one
  1143. 42:10thing that occurred to me, I wonder,
  1144. 42:12we've been doing two episodes a week.
  1145. 42:13Yeah.
  1146. 42:14>> It's like killing us. I wonder if we're
  1147. 42:15the problem. We're we're we're driving
  1148. 42:18so fast. We're positive here and we need
  1149. 42:21to maybe take respons.
  1150. 42:22>> If if we don't report it, it didn't
  1151. 42:23happen. Yeah, those different tools.
  1152. 42:25God,
  1153. 42:26>> you you think if we pause the pod, we
  1154. 42:27pause the singularity.
  1155. 42:29>> I'm I'm I'm just wondering, we could
  1156. 42:31accelerate it, we could slow it down. I
  1157. 42:32think we may be a factor in all of this.
  1158. 42:35>> Oh my god. Emod, what's your take on
  1159. 42:36drive bench?
  1160. 42:37>> I mean, look, it oddly it's generalized
  1161. 42:40intelligence, right? Like it's learning
  1162. 42:41all these things and it's the high
  1163. 42:42competence will reverberate to biology,
  1164. 42:45to physics, to just about anything. I
  1165. 42:47don't think there's a single specialized
  1166. 42:49model that you can say will outperform
  1167. 42:51in a couple of years time. Yeah,
  1168. 42:53interesting. Dave, close us out on this
  1169. 42:55one.
  1170. 42:56>> Well, I I think both things can be true.
  1171. 42:57Like, a generalized model can drive a
  1172. 42:59car. It's it can build a It can be a
  1173. 43:01robot. It can build a robot. That's
  1174. 43:02absolutely true. A specialized model,
  1175. 43:05like if you said, "Hey, it completed the
  1176. 43:07course on its second try." Elon's going
  1177. 43:08to be like, "Yeah, your Tesla can't do
  1178. 43:10that on a second try. I'm sorry. That
  1179. 43:11that's not going to work for most
  1180. 43:13drivers." But it I think the the thing
  1181. 43:15that's
  1182. 43:17the thing that's missing in the
  1183. 43:18storyline there is how much compute did
  1184. 43:20you use to do the task? Compute is going
  1185. 43:22to be forever starved from here forward.
  1186. 43:24Chip prices have gone up. Like HBM RAM
  1187. 43:26has gone up 5x in price. It's crazy. But
  1188. 43:30that's because the AI is so incredibly
  1189. 43:32valuable. People want the compute. And
  1190. 43:34so if you used more compute to do the
  1191. 43:37same task, that's a crime.
  1192. 43:39>> I think this is a really important point
  1193. 43:40that we're shifting the bottleneck now
  1194. 43:42from the models down down the stack to
  1195. 43:46compute and then eventually energy.
  1196. 43:48Energy.
  1197. 43:48>> We're at energy right now. We're we're
  1198. 43:50we're short like 60 gawatts of energy in
  1199. 43:53the next two years.
  1200. 43:54>> Yeah. I'm going to move us to uh a final
  1201. 43:57segment on science which is something we
  1202. 43:59all truly love. So a few stories here.
  1203. 44:01So on Tuesday, Anthropic announced it
  1204. 44:04had built its own life science research
  1205. 44:06group and its own wet labs. Again, the
  1206. 44:09organization saying we should slow down
  1207. 44:12is building wet labs. Okay, great. it
  1208. 44:14and it's reported that Claude working
  1209. 44:16autonomously discovered a previously
  1210. 44:18unknown enzyme. Uh here's how they gave
  1211. 44:21Claude one prompt. Quote, "Search a
  1212. 44:24massive DNA database for interesting
  1213. 44:26reverse transcriptases and enzymes that
  1214. 44:29copy RNA or DNA. They had 950 clawed
  1215. 44:32agents searching for 21 hours and they
  1216. 44:35found something. They found a DNA
  1217. 44:38repeating pattern very similar to
  1218. 44:40crisper. Uh they've since named it the
  1219. 44:42array associated reverse transcriptase.
  1220. 44:45They don't know exactly what it does
  1221. 44:47yet, but they believe it will be similar
  1222. 44:51to programmable transcriptes
  1223. 44:54uh and gene editing. You know, so
  1224. 44:56Jennifer DNA won the Nobel Prize for
  1225. 45:00discovering crisper along with her co
  1226. 45:03her co-discoverer. Uh I'm curious are we
  1227. 45:07just going to see Nobel Prizewinning
  1228. 45:10work falling on a weekly basis as a
  1229. 45:13result of this Alex?
  1230. 45:14>> That is the point Peter of our book
  1231. 45:16solve everything together that we should
  1232. 45:18expect it and then the natural question
  1233. 45:20is well what is Nobel Prize worthy in an
  1234. 45:23era when you can get a thousand Nobel
  1235. 45:24prizes in one year we we have a century
  1236. 45:26of human progress in a period of a few
  1237. 45:28months. I I suspect Nobel prizes will be
  1238. 45:30awarded for larger bodies of work. But I
  1239. 45:33I have to again point to the other
  1240. 45:35elephant in the room here, which is the
  1241. 45:37utter hypocrisy of saying AI is going to
  1242. 45:40kill us all and then opening a wet lab
  1243. 45:42and then using the AI, Frontier AI in
  1244. 45:45combination with a wet lab to synthesize
  1245. 45:47proteins and other molecular assemblies
  1246. 45:49of unknown function. I think
  1247. 45:52>> what could possibly go wrong?
  1248. 45:54>> This is I and and I I think this is
  1249. 45:56Frontier Labs. This is the revealed
  1250. 45:58preferences of the Frontier Labs. I
  1251. 46:00think they don't believe their own
  1252. 46:01attempts to do regulatory capture and to
  1253. 46:03form a safety cartel. I think their
  1254. 46:05revealed preference is no actually full
  1255. 46:07steam ahead to AI for solving biology
  1256. 46:09>> and every lab has got a biology effort
  1257. 46:12in focus right now.
  1258. 46:13>> Yeah. Can I just feed the pdoom just for
  1259. 46:15this for a second give people the fodder
  1260. 46:18to go crazy. So uh once we discovered
  1261. 46:21crisper right we knew we found out that
  1262. 46:24we could edit the human genome as you
  1263. 46:26can as easily as you can edit a word
  1264. 46:28document or edit software right and when
  1265. 46:30you learn a new language you learn how
  1266. 46:32to uh do reading then you do
  1267. 46:34comprehension then we do writing now
  1268. 46:36we've learned how to write to the genome
  1269. 46:38each of us is 50 trillion cells in the
  1270. 46:40human body governed by what the DNA uh
  1271. 46:43tells tells that cell to do meaning a
  1272. 46:45human being is now a software
  1273. 46:46engineering problem right and that
  1274. 46:48really you've seen designer babies
  1275. 46:51coming from China etc. As we merge this
  1276. 46:53with what's potentially possible with
  1277. 46:55AI, the possible benefits go through the
  1278. 46:58roof, the possible downsides go through
  1279. 47:00the go through the roof also. And we are
  1280. 47:02now in full for if you if you were in
  1281. 47:05full Frankenstein mode. So there is some
  1282. 47:08ammunition for all the P doom people, go
  1283. 47:09to town with that.
  1284. 47:12This is how we solve aging. This is how
  1285. 47:14we solve disease. I don't think we get
  1286. 47:16to the happy future where the top 5,000
  1287. 47:19diseases have been solved or longevity
  1288. 47:21escape velocity has been durably
  1289. 47:23achieved without super intelligence. So
  1290. 47:26I I for one am a fan of Anthropic and
  1291. 47:28all of the other frontier labs opening
  1292. 47:30their labs because this is how we solve
  1293. 47:32everything.
  1294. 47:32>> Yeah.
  1295. 47:33>> All right. Our last story here is uh a
  1296. 47:37recent release uh by Sam Rodriguez at
  1297. 47:39Edison Scientific and Future House. They
  1298. 47:42put forward what they're calling the
  1299. 47:44millennium. Can we get up on the screen,
  1300. 47:45please? Uh, the Millennium Problems for
  1301. 47:47Biology. Uh, so you know, Alex, you and
  1302. 47:50I wrote and solve everything. Pick your
  1303. 47:52targets, build your harnesses, set up
  1304. 47:54your benchmarks, and go. So, some of the
  1305. 47:57benchmarks here, you know, they're as
  1306. 47:59they're saying, okay, math is not only
  1307. 48:02cook, it's incinerated,
  1308. 48:03>> thoroughly incinerated.
  1309. 48:04>> Let's go after biology, right? They're,
  1310. 48:06you know, some of my favorites here are
  1311. 48:08Origin of Life, uh, Crier Preservation,
  1312. 48:11um, you know, regrowing ar limbs, uh,
  1313. 48:16you know, EMOD, they missed age reversal
  1314. 48:18on this one.
  1315. 48:19>> They did, and I think it's good, but,
  1316. 48:21you know, let's have a hundred of them
  1317. 48:23and let's chuck a thousand agents at
  1318. 48:25each and open source everything they're
  1319. 48:27doing.
  1320. 48:27>> Yeah, that's what the lab should
  1321. 48:30collaborate on. You know, uh they they
  1322. 48:33said that uh uh their harness here is
  1323. 48:35that these Millennium prizes should be
  1324. 48:39verifiable in a standard wet lab in a
  1325. 48:42couple of days. They should be hard to
  1326. 48:45solve and very easy to check. Dave,
  1327. 48:48>> that's why age reversal probably isn't
  1328. 48:49on the list.
  1329. 48:50>> No, no, no. We we so listen when we set
  1330. 48:52up the uh $101 million health span X-
  1331. 48:55prize originally Peter Teal and uh uh
  1332. 48:57and Aubrey Deg Gray came to me and said
  1333. 48:59let's do a longevity prize and I said I
  1334. 49:01don't know how to do it without a 20 or
  1335. 49:0330 year time horizon. And then George
  1336. 49:05Church said forget about longevity
  1337. 49:08measure age reversal. So if you can give
  1338. 49:10someone a treatment and I can measure
  1339. 49:11that you're functionally 20 years
  1340. 49:13younger that's measurable in days.
  1341. 49:15>> Well my daughter is my go-to on this
  1342. 49:17because she's over at Madna. she's a
  1343. 49:18biotech person and and she was like,
  1344. 49:20"Yep, this is the list. It's perfect."
  1345. 49:22So that's that's my two cents on it.
  1346. 49:24Like I think it's just phenomenally cool
  1347. 49:26to put a framework around progress here
  1348. 49:27because like you said, the Nobel Prize
  1349. 49:29is going to become irrelevant. In fact,
  1350. 49:31as of now, it is completely irrelevant.
  1351. 49:33Uh so putting a framework on progress in
  1352. 49:35this area is incredibly important. So
  1353. 49:37this is
  1354. 49:38>> Alex, when we have digital twins for
  1355. 49:40cells, which is I I think the critical
  1356. 49:42path to solving all disease in in my
  1357. 49:44mind, the chronology looks something
  1358. 49:46like this. over the next few years. Just
  1359. 49:48as we've trained large language models
  1360. 49:49off of substantial substantially all of
  1361. 49:52humanity's behavior on the internet off
  1362. 49:54of text and images, similarly we'll
  1363. 49:57train digital twins of cells of all the
  1364. 50:00cells in our bodies off of huge data
  1365. 50:02sets interventional and otherwise. And
  1366. 50:04then we'll use those perfect digital
  1367. 50:05twins of cells to do exhaustive searches
  1368. 50:08like alphogo tree search type searches
  1369. 50:10of intervention space to discover how to
  1370. 50:12cure a disease. You start from a
  1371. 50:14diseased cell state and you're looking
  1372. 50:16for a creative strategy, a move 37 if
  1373. 50:18you will, to get from the diseased cell
  1374. 50:20state to the healthy cell state. And
  1375. 50:23what's beautiful about the this approach
  1376. 50:25to millennium problems from biology is
  1377. 50:27that, as you say, Peter, these are easy
  1378. 50:29to verify, hard for now to solve
  1379. 50:32problems. And that basically turns every
  1380. 50:34hard biology into a mathematical
  1381. 50:36conjecture and
  1382. 50:37>> and a target
  1383. 50:39>> and a target, but a mathematical target.
  1384. 50:41So every basically every biology problem
  1385. 50:43with the benefit especially of these
  1386. 50:45digital twins is just going to become a
  1387. 50:47search problem and that means it's
  1388. 50:48tractable for the first time in history.
  1389. 50:50>> Selm close us out here please.
  1390. 50:52>> Biology is cooked.
  1391. 50:55>> It's true.
  1392. 50:55>> Yeah.
  1393. 50:56>> All right. I'm going to wrap our WTF
  1394. 50:58episode here. Um Immod you're going to
  1395. 51:00be joining us with Kathy uh just after
  1396. 51:03lunch. Thank you very much. Give it up
  1397. 51:05for Immod here.

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