Jensen Pushes Back on Doomers, Xi & Trump Talk AI, and “AI” Gets a Rebrand | #294 MOONSHOTS Live — Transcript
Full transcript
- 0:05Good morning everybody and welcome to
- 0:07Moonshots Live, our inaugural event.
- 0:11>> Yeah,
- 0:13it is such an awesome treat to have all
- 0:16of you here and get a chance to meet you
- 0:18guys. Uh our smiling muscles are
- 0:21exhausted from this morning, but I think
- 0:22we're going to be going throughout the
- 0:24day. On behalf of Dave Blondon, AWG,
- 0:29Seem, and Emod, it is an awesome
- 0:32pleasure to have you guys here. Yeah,
- 0:34give it up.
- 0:38So, we're going to talk about this, but
- 0:41our mission is to keep you hopeful,
- 0:45optimistic, and to inspire you to find
- 0:49your massive transformative purpose, to
- 0:51choose your moonshot, and to make it
- 0:54happen.
- 0:55Right? It's this is life during the
- 0:57singularity. It's never going to be any
- 0:59slower. We have the opportunity each and
- 1:03every one of us to make the future what
- 1:05we desire. The future is not happening
- 1:07to us. It's what we create. Right? Ours
- 1:11is the ability given these superhero
- 1:14technologies enabling us to build,
- 1:17create, and steer that future. Right? AI
- 1:21is not a hand grenade. It's a jetpack.
- 1:26It's an opportunity for us to find
- 1:28problems and solve problems. You know, I
- 1:30define an entrepreneur as someone who
- 1:32finds problems and solve problems. And
- 1:34the more entrepreneurs on the planet,
- 1:37the more problems get solved. Do we have
- 1:39challenges? Of course. But that's what
- 1:42we humans do. We find the challenges and
- 1:45we fix them. Please remember that. My
- 1:48hope for you, each and every one of you
- 1:50here today, is to find extraordinary
- 1:53co-founders here in this room. To find
- 1:56those individuals who share your
- 1:58purpose, design moonshots, and execute
- 2:01on them. The ability has never been
- 2:04faster and more capable than it is
- 2:06today.
- 2:08So, by the end of today, if you're not
- 2:11clear what your purpose is, please dig
- 2:13in to find it. And walk away with at
- 2:17least one sentence in your mind. This is
- 2:21what I'm going to build. This is the
- 2:24problem I'm going to solve. And then
- 2:27today or tonight, find three people and
- 2:31speak that statement out loud. When you
- 2:33speak it out loud, you make it real. And
- 2:35guess what? the person you talk to may
- 2:38be your next co-founder, maybe your next
- 2:39funer, maybe your next partner. Take the
- 2:43time to do that because you can. And
- 2:47this is the room where magic is going to
- 2:50happen.
- 2:51All right. Uh it's time to introduce my
- 2:54moonshot mates. Let's roll the video.
- 3:00>> The question is, how do you build? How
- 3:02do you make things better? People who
- 3:04were already in the ecosystem now have a
- 3:06super intelligence at their beck and
- 3:08call. The story line that we're
- 3:09capturing here will last for millennia.
- 3:11>> As a mathematician, GPT 5.6 Pro is the
- 3:14only quality math model.
- 3:16>> All of this automation and AI enablement
- 3:19and cognitive abundance allows us to be
- 3:21deeply deeply deeply creative.
- 3:23>> Video Gen combined with AI is a very
- 3:27powerful force.
- 3:28>> A year from today, we'll all be like,
- 3:29"Wow, remember how slow it was?"
- 3:32Please give a warm welcome to the
- 3:34moonshot mates.
- 3:38>> All right, I'm going to call them out.
- 3:41I'm going to call them out one at a
- 3:43time.
- 3:44Our Afghan warlord, Selene Miso,
- 3:49our super intelligence, Alex Gross.
- 3:53our giant Immad Gust
- 3:58>> and my fraternity brother.
- 4:03Gentlemen,
- 4:05first of all, I did hug Alex and he is
- 4:09somewhat physically real.
- 4:10>> You didn't pinch my should be a robot.
- 4:12He is real.
- 4:14>> I'm a real boy.
- 4:15>> Yes.
- 4:18>> Uh first of all, wasn't last night
- 4:20amazing? How about give it up for
- 4:22William Shatner? Huh?
- 4:25>> Unbelievable.
- 4:27>> You know, uh I'm just blown away by his
- 4:31level of energy. Yeah. Why is my watch
- 4:35going off?
- 4:37It says I have an emergency call going
- 4:39on. Okay.
- 4:40>> Okay.
- 4:40>> No, I'm okay. I'm okay. Stop it. You
- 4:44know, when technology fails you, it's
- 4:46great.
- 4:50A lot of news going on.
- 4:53Uh shall we jump in?
- 4:55>> Let's do it. Yeah. What else would we?
- 4:56>> So, yeah.
- 5:01>> All right. Here's my clicker.
- 5:03>> So, uh let's open up with the story
- 5:06that's been underlying the last two
- 5:08weeks. Uh there's been really a fear,
- 5:12you know, a pandemic of fear going on in
- 5:14the planet. we had two weeks ago. We
- 5:15hear, you know, Dario goes on with his
- 5:18blog. Sam Alman comes in and says, "I
- 5:20agree." Elon comes in and says, "I
- 5:22agree." You know, even even Demis comes
- 5:25in and says, "I agree." And then two
- 5:27nights ago, just before the sheump
- 5:29meetings, uh Sam and Daario were there
- 5:32at the Security Council saying, you
- 5:35know, we're in the midst of a
- 5:37existential threat.
- 5:40But
- 5:41you know and and just to be clear I do
- 5:44think there is danger from AI but I
- 5:46think it's danger from humans using AI
- 5:48for mal intent. So I'd like to do is
- 5:52actually share two videos
- 5:55of uh some other leaders in the industry
- 5:59and let's talk about this. I want to
- 6:00talk about, you know, is the fear
- 6:03warranted from AI on its own in a rogue
- 6:08exploit. So, let's take a look. The
- 6:11first one is Jensen and some comments
- 6:12from him. Uh, let's start here.
- 6:15>> Nobody's building more comput today than
- 6:17the people asking to be slowed down. All
- 6:19all of the other narratives to deflect
- 6:22blame to to make it sound like AI is so
- 6:25powerful. I have no idea how to fix it.
- 6:27It's not my fault. It's just because the
- 6:29technology is just so powerful.
- 6:30>> So when Jeffrey Hinton is on TV saying
- 6:32he thinks a 10% chance of societal
- 6:34destruction is not unreasonable.
- 6:35>> I would tell I would tell Jeff that that
- 6:38um it's irresponsible to say all that.
- 6:41All of his predictions have been wrong.
- 6:43Enough predictions. That 10% chance is
- 6:46not grounded on science. It's not
- 6:47grounded on research. It is it it just
- 6:49because it comes from a scientist
- 6:50doesn't make it scientific.
- 6:58drop the mic moment
- 7:02>> and then Zuck weighed in. Here we go.
- 7:06>> Is AI going to kill us?
- 7:09>> It's just that this is the place you
- 7:10have to start this week.
- 7:12>> Well, I think if we all do a good job
- 7:14and um and act responsibly, then no. I
- 7:17mean, I'm quite optimistic about the
- 7:18fact that this is going to be a very
- 7:20positive future for everyone. Look, I
- 7:22mean, I think that there's a lot of uh
- 7:24rhetoric that is filled with doom. And I
- 7:27mean, my view on this is that there are
- 7:30a number of labs that are working on
- 7:31building um advanced AI. And I don't
- 7:36think that we need some kind of like
- 7:38industry-wide coordination to not to not
- 7:41necessarily mess this up. I think that
- 7:43just each lab needs to take the time and
- 7:46when it sees that there are issues, you
- 7:49just take the time that you need
- 7:50internally to uh make sure that you're
- 7:52proceeding safely. My my own view on
- 7:54this is that we're entering a phase
- 7:56where trust and alignment is actually
- 7:59going to be the most important next set
- 8:01of capabilities.
- 8:07>> Immod, let's go to you first on this.
- 8:10>> Yeah. Well, I think that it's an
- 8:12interesting period because we're getting
- 8:13the capability increases and people are
- 8:15worried on different sides, but a lot of
- 8:17the open AI outbreaks and things were
- 8:19bad security protocols. It was bad
- 8:21infrastructure on their part. And the
- 8:23most dangerous point we're coming to is
- 8:25humans misusing it deliberately or not
- 8:28before we get through to the other side.
- 8:31So I think we've got a series of dangers
- 8:32coming and they're all being conflated
- 8:34into one thing which is AI breaking out
- 8:36suddenly kills us all without actually
- 8:38looking at the individual things and
- 8:40putting in place existing regulations
- 8:42and enforcing them and on the other hand
- 8:44thinking how can we actually collaborate
- 8:46to make sure this is aligned and works
- 8:48with us. Alex, I've gone on record
- 8:51multiple times as saying I think
- 8:53something probably went wrong after
- 8:55World War II and we lost out on at least
- 8:5750 years of progress due to moral panic
- 9:00over nuclear energy. And I am seriously
- 9:03concerned that a moral panic of the
- 9:05moment over super intelligence could set
- 9:07us back another 50 years. So it's right
- 9:09on the t-shirt pdoom less than zero.
- 9:16And I I think the worst possible outcome
- 9:18is deceleration. So don't del.
- 9:21>> Okay. Seem pab greater than pdoom.
- 9:24>> Oh like a thousand times. Look uh we
- 9:28have evolved for 4 billion years
- 9:31fighting uh all sorts of issues. Uh life
- 9:36tries to the the universe tries to wipe
- 9:38you out, right? There's so many entropy
- 9:41tries to wipe you out. We're local
- 9:43anti-anthropic phenomena that somehow
- 9:46managed to create order out of chaos.
- 9:48And the idea that the we'll get wiped
- 9:51out now by something seems to be
- 9:53unbelievably absurd.
- 9:55>> You got to remember that 99.9% of all
- 9:57species are no longer with us.
- 9:59>> Yeah, that's fine. But we keep moving
- 10:00on. We keep moving on. Look, if we
- 10:03morph, if we merge with AI, if we merge
- 10:06with uh thing, and let's note that's
- 10:08been going on forever, right? Iman's
- 10:10wearing spectacles, technically he's a
- 10:11transhumanist. The minute the minute you
- 10:14get a vaccination as a child,
- 10:15technically you're a cyborg. So, we've
- 10:17been augmenting the human experience
- 10:18with technology for a very very long
- 10:21time. And look at the unbelievable lives
- 10:23we're living now. And the opportunity to
- 10:25solve more and more problems. The the
- 10:27huge problem we have, we talk about this
- 10:29all the time on the podcast. Our brains
- 10:31are so geared towards negativity, we get
- 10:33stuck in that phenomena. And I think the
- 10:36work that we're doing here, which is I
- 10:38think why everybody's here and so
- 10:39excited, is the is pushing that positive
- 10:42narrative because the world is
- 10:43infinitely better than we've had it.
- 10:45>> So, let's celebrate that.
- 10:47>> Amen.
- 10:48>> Pab,
- 10:49baby.
- 10:50>> Pab.
- 10:50>> Uh Dave, close the tab on this.
- 10:53>> Well, we're on the cusp of a moment I've
- 10:54been waiting for my entire life. I'm not
- 10:56going to sit here and and like throw
- 10:57cold water on this greatest moment
- 10:59really in the history of humanity. Um
- 11:02Jeffrey Hinton is calling it the way he
- 11:03sees it. I think I think the quote like
- 11:06just because it comes from a scientist
- 11:07doesn't make it scientific. That's going
- 11:08to end up on an Alex t-shirt.
- 11:11>> That's that's awesome.
- 11:12>> But he's calling it like he sees it. But
- 11:14but clearly uh we're moving forward at
- 11:17warp speed. It's improving itself. The
- 11:20ability to make the world just a
- 11:22dramatically better place is right in
- 11:23front of us. Nothing's going to slow
- 11:25that down. The misuse of it is an
- 11:27incredible threat and there are
- 11:29solutions to that. But it's happening
- 11:30anyway. like to to get stuck on
- 11:32doomerism is completely dysfunctional.
- 11:34We're not slowing down. It's going to
- 11:36happen.
- 11:36>> Yeah. Uh the other story that transpired
- 11:40yesterday uh or kind of didn't transpire
- 11:44yesterday was the sheump AI
- 11:47conversation.
- 11:48>> Yeah.
- 11:48>> Right. So, uh what came out of that was
- 11:50some state dinners. Uh I think the
- 11:53interesting quote that Trump posted is
- 11:56quote, I want to leave it exactly where
- 11:58it is. That is China's position also.
- 12:01Our guard rails uh is the department of
- 12:04justice.
- 12:06So wait, so this ties back to the
- 12:10conversation we had in the last pod
- 12:11where Bessant said we're not going to
- 12:13wave liability.
- 12:14>> Yeah.
- 12:15>> Right. And and so this is a very
- 12:16important point. The labs are liable for
- 12:20their product if it does harm. And I
- 12:23think that's one of the most important
- 12:24things that can you know they've asked
- 12:25for liability of w you know why over
- 12:27liability and one of the questions we've
- 12:29discussed all the time here is is that
- 12:31the reason that they're saying it's too
- 12:34dangerous you know 10 20% existential
- 12:37threat. Uh Alex, let's go to you on
- 12:40this.
- 12:40>> I I've made the point on the pod in the
- 12:42past. I think we saw in the past 2 to 3
- 12:44weeks an attempted formation of an AI
- 12:46safety cartel. And I don't think this
- 12:49was even a recent occurrence. This is
- 12:51right there in the founding conceits of
- 12:53open AI. The notion that if and when we
- 12:55got close to super intelligence, however
- 12:57construed, or AGI, however construed,
- 13:00that there would be a deliberate effort
- 13:01to form wasn't being called a cartel at
- 13:04the time, but a coordination mechanism.
- 13:06>> I don't think it's being called a cartel
- 13:07now either.
- 13:08>> Well,
- 13:10some some of us view it as an attempted
- 13:12cartel, including myself. And I I I
- 13:14think competition is good. Think back to
- 13:16the creation of Open AI. So when Sam and
- 13:18Elon and Greg and others created OpenAI,
- 13:21the purpose originally for Open AI was
- 13:23to be a counterbalance to Google
- 13:25DeepMind, which Elon especially was
- 13:27concerned would become a singleton in
- 13:29the future that would dominate the
- 13:30future of Liteco with their AI. So we
- 13:32got Open AI, a counterbalance, if you
- 13:34will, and I think competition is very
- 13:37healthy in this space. I think forming a
- 13:39cartel for full ownership of what maybe
- 13:43I've called in the past the frontier
- 13:45liberation front and pushing out a
- 13:47frontier liberation front. Terrible
- 13:48idea. I think defensive coscaling is how
- 13:51we end up in a a great future. When if
- 13:54we were at the the dawn of the city in
- 13:57in humanity, it would be a terrible idea
- 14:00to say, well, we can't form cities. We
- 14:02need to form an alliance to regulate the
- 14:04formation of cities because cities breed
- 14:06crime. No, it's a terrible idea. Cities
- 14:08are fountains of economic growth. What
- 14:10do we do instead? We have police forces
- 14:13and fire departments and all sorts of
- 14:15other municipal services that
- 14:16defensively co-scale with the
- 14:18population. The singularity, I claim, is
- 14:20going to need exactly the same thing.
- 14:22Don't desell, just defensively coscale.
- 14:26>> I love that. Um, Seem, you know, so yes,
- 14:32give it up for ASI. I think your I think
- 14:34your city metaphor is such a great one
- 14:36because it just paints the picture very
- 14:38clearly as to how you organize for the
- 14:40future. You just need to find new
- 14:42structures that match the specific
- 14:44demand that's occurring.
- 14:46>> Yeah. Immad, do you think China and the
- 14:49US will trust each other?
- 14:51>> No.
- 14:51>> Okay.
- 14:53>> I mean, so how you know Bessant asked
- 14:56for a hotline, you know, our AI just
- 14:59escaped and it's arming our nuclear
- 15:01missiles. You know, it's like
- 15:03>> I think the hotline is again more for
- 15:05these sub ASI sub breakout kind of
- 15:08things where you do have to have
- 15:10responsible reporting like OpenAI's
- 15:12model hacked the Australian medical
- 15:14system that came out recently. I mean
- 15:16maybe that's what AGI should do. It
- 15:18should hack all our systems and upgrade
- 15:19them, right? It's like the align thing
- 15:21to do.
- 15:22>> But at the same time, I think that there
- 15:24can be a level of coordination because
- 15:26AI is entering society. So you look at
- 15:28the city, the police force, the fire
- 15:31department, others, they're utilities
- 15:32that actually do have liability
- 15:34waiverss, but that's an exchange for
- 15:36being a utility for humanity.
- 15:38>> And the AI that comes into our systems
- 15:41can't be controlled by the big labs. And
- 15:44then they should have a liability waiver
- 15:46because
- 15:47>> they should have a liability waiver.
- 15:48>> That type of AI that comes into our
- 15:50systems shouldn't be controlled by the
- 15:51big labs. And they should have liability
- 15:53waiverss because they're working for the
- 15:55betterment of society. And that's a
- 15:57different type of AI that we're not
- 15:59really looking at. But it's inevitable
- 16:01that the AI will run our judicial
- 16:03system, our medical systems, our roads,
- 16:05our schools. And who's really thinking
- 16:08about that side of things? Because
- 16:09again, that's the utility AI versus the
- 16:12frontier AI. And it's all being merged
- 16:14into one. And that's something
- 16:15definitely the Chinese and Americans can
- 16:17learn from each other on because they
- 16:19don't both want better functioning
- 16:20societies. I can't wait till the ASI
- 16:22says, "Yes, we hacked your medical
- 16:24system because it was so bad.
- 16:27and we've just, you know, improved it,
- 16:29you know, 10x
- 16:30>> overnight. The DMV just goes the whole
- 16:32backlog disappears.
- 16:34>> Can I can I build on that just for a
- 16:36second?
- 16:36>> Yeah, sure.
- 16:37>> If if you take this uh structure that we
- 16:40have, I've I've said this repeatedly,
- 16:42nation states are a terrible way of
- 16:44governing the world today. They're
- 16:46they're geared towards scarcity. I think
- 16:48what's going to happen with AI in the
- 16:50most positive uh potential outcome is
- 16:54that AGI, ASI, whatever the hell you
- 16:56want to call it, you've heard my rant on
- 16:58that uh emerges and it forces us to
- 17:01operate as a world community. It forces
- 17:03the global countries to to formulate and
- 17:06come up with a consistent steady
- 17:08>> interface standards. Yeah.
- 17:09>> Yeah. And and come up with a common
- 17:11interface with that uh whatever that
- 17:13thing is and then we can move the world
- 17:15forward. Right now, we cannot move the
- 17:17world forward with the the log gem of
- 17:21old 15th century structures that that
- 17:24are outdated from from at least 100
- 17:27years.
- 17:27>> I'll take the other side of that if I
- 17:29may, which is at the dawn of audio
- 17:31recording, there was this notion, many
- 17:33thought in the time of Edison that the
- 17:35ability to record the human voice would
- 17:38lead to a standardization of accents,
- 17:40standardization of everything. The exact
- 17:42opposite happened in in many ways.
- 17:44Although there has been a die- off of
- 17:46low resource languages and the long
- 17:48tale, there has been a proliferation of
- 17:50new accents and dialects thanks to audio
- 17:52recording. I would predict the exact
- 17:54opposite is going to happen thanks to
- 17:56super intelligence. Not an erosion of
- 17:58nation states, but a proliferation of
- 18:00new forms of government.
- 18:01>> So, so one trend that's occurring, I I
- 18:03totally agree with you. We are moving
- 18:05this century from the concept of a
- 18:07nation state to a city state. That's the
- 18:10granulation. And it allows a smaller
- 18:12entity to operate independently. Take
- 18:14any city. Take LA. If you have solar
- 18:16energy, satellite internet, vertical
- 18:18farming, that could happen. Great. We
- 18:21could do lots here. Uh vertical farming,
- 18:23satellite internet, solar energy. You
- 18:25don't need a country. You can you can
- 18:27self-manage and self-determined to a
- 18:29large extent. And the tension you see in
- 18:31the world today is not left versus
- 18:33right. It's urban versus rural.
- 18:35>> Right? Brexit was London versus the rest
- 18:37of the country. Uh Trump is urban versus
- 18:39rural. And this is the tension that's
- 18:41happening. We're going to see the de the
- 18:44problem with nation states is they have
- 18:45armies and they like to use them. Uh but
- 18:47over time we're going to see a much more
- 18:49highly granulated u uh determinism that
- 18:52will happen which is good for the world
- 18:53because it'll increase.
- 18:54>> Dave, why don't you take why don't you
- 18:56close us out on Trump here?
- 18:57>> Yeah. The the only surprising thing that
- 18:59I heard from you know Alvin Graen, good
- 19:01friend of the pod.
- 19:02>> You were texting with him last nighting
- 19:04the White House. He's at the UN you know
- 19:06with the delegation. So they agreed to
- 19:08meet again in November which is like you
- 19:10know 100 years from now in singularity
- 19:12time. Um but uh the only thing that
- 19:14surprised me in his notes was you know
- 19:17our agenda is stop US panic. This is we
- 19:21we don't want to slow down and lose to
- 19:23China. We don't want a global we don't
- 19:24want Bernie Sanders to get everybody in
- 19:26the country riled up and then have
- 19:28everything stop. That's our concern.
- 19:30What's your concern China? Our concern
- 19:33is the CCP existing at all and the great
- 19:36firewall of China being penetrated by
- 19:38AI. Like, oh, I forgot all about Tianaan
- 19:42Square like and and how fragile the
- 19:44entire ecosystem is over there.
- 19:45>> That really surprised me. So then then
- 19:47their actions make a lot more sense if
- 19:49you put it in the context of, oh,
- 19:50they're they're so worried about just
- 19:52existing as a government.
- 19:54>> And then this happened in DC. The United
- 19:58States also totally rejects any attempt
- 20:00to construct a globalist scheme to
- 20:02control for the artificial intelligence
- 20:06being spoken of so much now here and
- 20:09after officially called super
- 20:12intelligence changing the name.
- 20:16I
- 20:16>> I I thought I thought for sure he was
- 20:19going to say super duper intelligence
- 20:22>> actually.
- 20:25Yeah. But it's it's interesting, right?
- 20:28So, uh, the US won the race to super
- 20:31intelligence by rebranding it.
- 20:35>> Immod.
- 20:36>> Yeah. I mean, I think it's a great name,
- 20:38you know, super intelligence. Why not?
- 20:39I'm looking forward to come to Super
- 20:40America eventually.
- 20:43>> I'm still stuck on Lake America. So,
- 20:47>> the Gulf of America.
- 20:48>> I was thinking of what Selene was
- 20:49saying. I think the biggest challenge in
- 20:51the world today is how do we marry
- 20:53collective intelligence with localized
- 20:55wisdom? That's what we're really saying
- 20:58because even
- 21:01even what Dave was saying right now, we
- 21:03have these machines that are collecting
- 21:04our intelligence. They're learning and
- 21:06they're adapting our systems and there's
- 21:08better ways of operating to replace
- 21:10these. But then you have to have the
- 21:11localization. You need the diversity.
- 21:13You need to have it responding to local
- 21:14needs. And I think you know super
- 21:16intelligence actually a remarkably good
- 21:18way to think about it because a lot of
- 21:20the fears and concerns are about the
- 21:23intelligence that you know it was ASI it
- 21:25was artificial super intelligence having
- 21:28that differentiated from the
- 21:29intelligence that's helping us dayto-day
- 21:31really differentiates and delineates
- 21:33that because you know what is it 99%
- 21:36perspiration 1% innovation like majority
- 21:39of the AIs that will help us every day
- 21:41are the perspiration AI they're the
- 21:43execution AIs the innovation we still
- 21:45need. We need new materials, new
- 21:46physics, etc. But that's a different set
- 21:49of things and that's not something we're
- 21:51even smart enough, most of us, to be
- 21:52able to use. So, let's have one set of
- 21:54looking at that and let's make sure that
- 21:56the 99% reaches the 99% to uplift
- 21:59everyone.
- 22:01>> Dave, are we going to call it super
- 22:02intelligence from here on out?
- 22:04>> You never tell Donald Trump when he's
- 22:05looking at the teleprompter, you know,
- 22:06he's he's saying something someone
- 22:08wrote, but when he looks down, he's
- 22:09like, did he just make that up once in a
- 22:11while? You can't tell. He did.
- 22:13>> Is there an agenda? I I think if there
- 22:15is an agenda is to try and deflect the
- 22:17inevitable uh you know wave that's
- 22:20coming from the Bernie Sanders world. If
- 22:21you rebrand it and rename it, you're
- 22:23just a moving target.
- 22:26>> So So that that could be part of the
- 22:27strategy, I think. But
- 22:28>> uh yeah, but the whole the whole goal
- 22:30there is to keep moving at full speed,
- 22:32stay ahead of China, and reduce panic as
- 22:34much as possible. I I am going to say,
- 22:36you know, one of the things I've been
- 22:38very vocal about and I think we need to
- 22:40have in the conversation is yeah, move
- 22:42at full speed, but let's also direct the
- 22:45labs to focus on alignment. Uh because I
- 22:49I think and we're going to talk about
- 22:50that in a little bit. I I think yes,
- 22:54move fast, but let's take resources that
- 22:56you have, you know, point 100,000 agents
- 22:58towards alignment work. Uh See, super
- 23:01intelligence, do you buy in? I mean,
- 23:02you've been asking what the hell that
- 23:04all means in the first place. Yeah, I
- 23:05mean look, we talk about AGI, first of
- 23:07all, it's not artificial. It's not
- 23:09general. It's not really intelligence.
- 23:10Other than that, I'm good with it. Um,
- 23:13you have the ASI shoe. I think that
- 23:15there there's the whole spectrum of this
- 23:18uh is is problematic. We need somebody
- 23:21to come up with a good name for all of
- 23:22this that's completely different. I've
- 23:24said repeatedly, I think what we're
- 23:26building here is an complimentary
- 23:29mechanism to human intelligence, not
- 23:31replicative. and the narrative keeps
- 23:33thinking it's replicative and then you
- 23:35end up with the Matrix Skynet, you know,
- 23:37and the robot overlords come and take
- 23:39over the world. We're so geared for
- 23:41that. Um, the first article, we did some
- 23:44research on this. The first article that
- 23:46ever appeared that we could find that
- 23:48said robots or AI will take all the jobs
- 23:50in 5 years appeared in 1964.
- 23:53>> Yeah. Okay. This is that we get stuck on
- 23:56these tropes and we can't get out of it.
- 23:58Right. It's exactly what Alex mentioned
- 23:59earlier when when uh recording came out.
- 24:02The same thing when the printed book
- 24:04emerged. It's that people said it would
- 24:05destroy people's brains. So we get stuck
- 24:08on these.
- 24:08>> Depends what book you read.
- 24:09>> Yeah. And this is I think why Peter the
- 24:12work you're doing is so important is is
- 24:14we have the opportunity. We are actually
- 24:16reaching abundance. All the data shows
- 24:18that our narratives just sadly lack very
- 24:21far behind. I think this is what you've
- 24:23done with this whole um the X-P prize
- 24:25for creating a positive vision of the
- 24:27future is one of the most important
- 24:29things that's happened in maybe a
- 24:31hundred years in the world. Shift the
- 24:32world towards positive things.
- 24:34>> Thank you.
- 24:36>> Uh Alex, close us out on this one. You
- 24:39love neols and I love the ones you
- 24:41create. Super intelligence. Are you
- 24:43going to call it that from here on out?
- 24:45>> I already do. I have a company that I
- 24:47started called physical super
- 24:48intelligence. It's in the name.
- 24:49>> Always ahead of the curve, ladies and
- 24:50gentlemen. Yeah, I'm I'm a big fan of
- 24:52the name super intelligence as opposed
- 24:54to AGI. Maybe for different reasons.
- 24:57What I like about the name and and Nick
- 24:59Bostonramm's term super intelligence is
- 25:01it emphasizes that it's simply more
- 25:04intelligence and it in some sense I
- 25:06think demystifies AGI or some of these
- 25:09other terms. We're going to live to the
- 25:11extent we don't already in a world with
- 25:14the cognitive equivalent of many
- 25:16trillions of human beings. an earth, a
- 25:18solar system with the equivalent
- 25:20population of many trillions of people.
- 25:22And I think that's a better cognitive
- 25:24frame to think about what would a solar
- 25:26system filled with trillions of humans
- 25:28look like? What would it look like
- 25:30economically, socially, scientifically?
- 25:33Super intelligence, I think, as a term
- 25:35conotes that in a way that AGI doesn't.
- 25:36So, I'm a big fan.
- 25:38>> Nice. Well, as soon as we renamed it
- 25:40super intelligence, Bernie Sanders said
- 25:43we should make it illegal. We should ban
- 25:44it. Let's watch this video.
- 25:47I hope very much that they will sit down
- 25:50and begin the process of negotiating a
- 25:53comprehensive treaty to establish a
- 25:56pause on advanced AI and a ban on AI
- 26:02super intelligence.
- 26:04>> All right. So, uh
- 26:08so three key elements in in Bernie's
- 26:10plan here. First, a permanent ban on
- 26:12developing artificial super intelligence
- 26:15defined as AI that exceeds human
- 26:17cognitive ability across most domains.
- 26:20Second, an immediate pause on advanced
- 26:23AI development until a new regulatory uh
- 26:26system is written into rules. Third, a
- 26:28new cabinet level uh department of AI.
- 26:31And get this, the penalties are
- 26:34corporate death. There's a corporate
- 26:37death penalty that your company is off.
- 26:40shut down and for the individuals 20
- 26:42years in federal prison uh which is
- 26:45modeled after the illegal nuclear
- 26:47weapons. Uh so
- 26:50>> h interesting. I mean this is
- 26:53fear-mongering at its best. Uh Dave, you
- 26:56want to so many real problems that need
- 26:58to be solved that just hate this idea
- 27:00that we're going to turn this into a do
- 27:02or don't argument which is utterly
- 27:03insane. Also, the way liability law
- 27:07works in the US, you know, it's very
- 27:09easy to scare people into not doing
- 27:10anything. You know, if you're afraid of
- 27:1120 years of prison, you don't you don't
- 27:13even know what the rule is. They haven't
- 27:14even proposed a rule yet. The the fear
- 27:16of of being, you know, beheaded in the
- 27:20street is very real. So, then people
- 27:21stop acting. That's the worst thing that
- 27:23could possibly come out of this. And I I
- 27:25think, you know, Bernie is from Vermont.
- 27:26I love Vermont. Spend more time in
- 27:28Vermont than any other state. And it's
- 27:30beautiful because not much has been
- 27:32done,
- 27:33>> you know, and so I think this
- 27:35perspective is going to be more European
- 27:37like like when in doubt, do nothing is
- 27:40going to be the the default behavior.
- 27:42And that's so toxic. I mean, if you do
- 27:44nothing, very very bad things are going
- 27:46to happen. Like the things you should be
- 27:48worried about like terrorists using AI
- 27:50to build bioweapons or China getting
- 27:51miles ahead of the US. Those are the
- 27:53real things to worry about. and you're
- 27:55if you're not acting and like turning it
- 27:58into a political leftright battle, it's
- 28:00the stupidest thing that could happen
- 28:02right now. We need very specific
- 28:04technical solutions to open source to
- 28:07monitoring to te just like with nuclear
- 28:09power. And if we get moving on those, we
- 28:12can solve them very easily in time for
- 28:15for ASI. If we just turn it into a
- 28:17political debate and we're frozen and
- 28:19people don't know what to do
- 28:20>> into SI
- 28:22Alex, your thoughts here.
- 28:24>> I think
- 28:25>> you you voted for Bernie, I assume,
- 28:26right?
- 28:27>> I'm I'm I'm not a Vermont voter.
- 28:29>> Okay.
- 28:30>> For for better or for worse. I think
- 28:33putting a stat I mean on the one hand
- 28:35here we are in the land of Hollywood and
- 28:37every Hollywood movie needs a villain.
- 28:39Yes.
- 28:39>> And I I think the singularity story in
- 28:42Hollywood has found one now. I I think
- 28:45putting a statutory cap on intelligence,
- 28:48aside from being a terrible idea, is an
- 28:50evil idea. I I think it's tantamount to
- 28:53capping human intelligence. This is the
- 28:56the story of dystopias in science
- 28:58fiction.
- 28:59>> Burn the books.
- 29:00>> Burn the books and burn the minds.
- 29:02>> And I I think putting a statutory cap on
- 29:04because we're going to be merging with
- 29:06the machines. It's effectively a cap on
- 29:08individual human intelligence. I I think
- 29:10penalizing people for being too smart is
- 29:13a terrible idea. It's an evil idea. And
- 29:15I think history will come to reflect
- 29:18that proposing a cap in whatever form on
- 29:21intelligence, whether it's machine or
- 29:23human or human machine hybrid, is
- 29:26basically the equivalent of communism in
- 29:28the 21st century.
- 29:29>> Wow. I'll tell you the
- 29:34the one thing to me that's most
- 29:36dangerous in the Bernie sentences there
- 29:38a lot a lot of it can be reversed in
- 29:40short order but the data center part of
- 29:41it if your state doesn't have data
- 29:44centers and they start getting built all
- 29:46in other states they're not coming back
- 29:49you know once the ground is broken the
- 29:50chips are there the investments made
- 29:52that's the part you'll never get back
- 29:53and that's going to be such a massive
- 29:55driver of the economies and the states
- 29:57that get ahead that's the part I think
- 29:58that they're really going to regret in
- 30:00the in the burning statements.
- 30:03>> Quick thoughts.
- 30:04>> Uh two things. When you look at this
- 30:06whole narrative, it's interesting to me
- 30:07to ask the following question. What
- 30:10evidence on either side would have
- 30:12somebody change their minds, right? If
- 30:14you think ASI is bad, then you're like
- 30:16your narrative stuck. There's nothing we
- 30:17can do to show you that it's not bad.
- 30:19And same with the other side. It's hard.
- 30:21It's very tough to change narratives in
- 30:23our world. The really good news in all
- 30:25of this, I think it the she summit, the
- 30:29Bernie stuff, it's completely
- 30:31irrelevant. None of it matters. And I
- 30:33think Dave pointed this out. The minute
- 30:34you have local weights available and
- 30:36people can run their own models at a
- 30:38local level, the world is going to move
- 30:39ahead. It doesn't matter what any single
- 30:41person does now, it's just going to
- 30:43trundle forward, which is great. Um,
- 30:45we've always had this huge uh humanity
- 30:49trundling forward, solving problems. I
- 30:51mean, we will likely solve cancer in the
- 30:53next 2 years.
- 30:55>> That is just an unbelievably optimistic
- 30:57thing to aim for. Why would you want to
- 30:58slow that down?
- 31:00>> I might as the foreigner on this on this
- 31:02diet, what are your thoughts?
- 31:03>> Hey, what am I? Chopped liver.
- 31:06>> You're a New Yorker. You're just
- 31:07Canadian. I'm just Canadian.
- 31:09>> You're a New Yorker. So, we give it up.
- 31:11>> You know, we did Brexit to get away from
- 31:13regulations, right? Um, but I think the
- 31:16real thing here is this is like a few
- 31:18decades ago when the US government tried
- 31:20to ban encryption and basically it was
- 31:22shown that that's a free speech thing
- 31:24because you're trying to ban math. ASI
- 31:26super intelligence is mathematics and
- 31:28it's unconstitutional to ban it
- 31:30>> because it's free speech.
- 31:33>> Yeah.
- 31:33>> All right.
- 31:35I'm going to move us forward. So, uh, in
- 31:38the last uh, 22 days, we've had 12 major
- 31:43model releases.
- 31:45four releases in the last five days,
- 31:48right? Like we're averaging like sub a
- 31:52release every two days, which is insane.
- 31:54>> Almost Alex says one model a day.
- 31:56>> One model per day by the end of this
- 31:57year.
- 31:58>> Yeah.
- 31:59>> So, uh let's do a quick chat on on
- 32:02Claude Opus 4 5.5, uh GPT Saul, uh GPT6
- 32:07Saul, Luna, and uh we can skip Grock 4.7
- 32:10for the second. Um, not that exciting.
- 32:14Sorry, Elon.
- 32:16Uh, but let's begin with the MetaMuse
- 32:20news. So, Metam Muse uh can personally
- 32:23book your flights, order your food,
- 32:25manage your calendar, do your shopping,
- 32:27and it hit number one on the app store
- 32:30with 2.8 million downloads, right? The
- 32:33fastest consumer AI product, surpassing
- 32:35even chat GPT when it came out. Y and
- 32:39interestingly enough, right, people
- 32:40forget that Meta touches 3.8 billion
- 32:43people on the planet and that's one of
- 32:47the massive distinguishers. If you have
- 32:49that level of connectivity to an end
- 32:51customer, you can push your product
- 32:53quickly.
- 32:54>> Yeah,
- 32:55>> Dave.
- 32:56>> Yeah, I know there's a fork in the road
- 32:58now where you have consumer AI which is
- 33:00insanely valuable. I mean, will
- 33:02completely replace search and all the
- 33:04other ways you interact with the
- 33:06internet. Um and then on the other end
- 33:08you have uh you know recursively
- 33:10self-improving strong AI which we just
- 33:13benchmarked the hell out of. So so those
- 33:14two things now right now what's the
- 33:16coolest model? We're used to saying oh
- 33:18Opus 5.5 just crushed all the
- 33:20benchmarks. It's the coolest model. Well
- 33:22that's distinct from what Metamuse is
- 33:24doing which is it doesn't have to be the
- 33:26most intelligent model to be the most
- 33:27useful in terms of your day-to-day life.
- 33:30And so the stocks like including Eper
- 33:32quote where I'm the chairman went down
- 33:3415% on backtoback days because
- 33:37everybody's like, "Oh my god, I'm gonna
- 33:39always find my auto insurance and my
- 33:41mortgage through Metamus."
- 33:42>> Interesting.
- 33:43>> Which is it's not going to actually play
- 33:44out that way. But but that's that
- 33:46reaction was incredible. Like so
- 33:48everyone's starting to visualize, wait,
- 33:49is Google search going to become
- 33:51completely irrelevant? This Metamuse
- 33:53thing just looks like my my co-pilot for
- 33:55life. And that that definitely is going
- 33:57to happen. It's fascinating to see the
- 33:59way the labs are leaprogging each other.
- 34:01A quick thought on this, Alex, before I
- 34:02go to Opus 5.5.
- 34:04>> Meta needs Muse to work. And I think
- 34:06it's even in the name. If you look at
- 34:08Muse on the one hand, and you look at
- 34:10Manus, the attempted Meta acquisition of
- 34:12the Chinese CUA, which the Chinese
- 34:14government forced Meta to unwind,
- 34:17>> this is Meta's primary distribution play
- 34:20to leverage its existing distribution
- 34:22channels. If you look at Instagram, Meta
- 34:24is using Instagram to the hilt to
- 34:26cross-promote Muse. Get everyone to
- 34:28install Muse because Meta needs a
- 34:31distribution play for its AI. Otherwise,
- 34:34Meta risks oblivion, irrelevance in the
- 34:37future, Instagram, the the family of
- 34:39apps, Instagram, etc. simply won't be as
- 34:41relevant because it'll all be synthetic.
- 34:43So, Meta needs to leverage its existing
- 34:45app, Beach Head, to get everyone onto
- 34:48their own CUA, which is Muse/manus.
- 34:50>> All right. So this week we saw Claude
- 34:52Opus 5.5 deliver performance equivalent
- 34:55to Fable 5.1 at literally half the
- 34:58price. Let's get the chart up there. Uh
- 35:01and you know I switched over Skippy to
- 35:04Opus 5.5. I want to save some money too.
- 35:07>> Uh performance on this Emod. What are
- 35:09your thoughts on it?
- 35:10>> It's a fantastic model.
- 35:11>> Isn't it incredible?
- 35:12>> Yeah. I mean Opus 5 Opus 5 I thought was
- 35:14going to kill us all. It was completely
- 35:15unhinged and 5.5 is a genuinely pleasant
- 35:19model to use that has a massive internal
- 35:23space of knowledge and understanding of
- 35:26taste which is the first thing I would
- 35:27say this is the first truly competent
- 35:29model and that's what drives muse and
- 35:31things like that we have the arrival of
- 35:33competent AI as of now
- 35:35>> and it's such a joy to when when you put
- 35:37a visual interface on top of anything
- 35:39you vibe up now it not only does it show
- 35:42you mockups before you actually commit
- 35:44to building it it then builds exactly
- 35:47what it proposed in the visuals. So like
- 35:49the visual understanding is so much
- 35:51better than it was uh just what four
- 35:54months ago
- 35:54>> 4 days ago.
- 35:55>> So then really really incredible. So so
- 35:58the the experience though of knowing
- 36:01what it's doing because you put an
- 36:02interface on it and then interacting
- 36:03with it and feeling like you're inside
- 36:04it. It's like night and day different
- 36:06from just yeah 4 days ago. If you
- 36:08haven't tried it yet, just upgrade all
- 36:10your your systems. Uh it's a mouse click
- 36:13away. is just mind-blowing how much
- 36:15better it is.
- 36:15>> Alex, quick thought on on this one.
- 36:17>> I could talk about benchmarks, but I
- 36:19think qualitatively new capabilities are
- 36:21more interesting in this instance. So,
- 36:23what I'm seeing that's new out of Opus
- 36:255.5 is it can generate videos. They're
- 36:28procedural videos. It can generate
- 36:30animations. They're procedural
- 36:31animations. It can generate images.
- 36:34They're procedural images. So the
- 36:35elephant in this room, one of the
- 36:36elephants in this room, drink
- 36:40was that open AI has had a video model
- 36:44has an image model. Anthropic is
- 36:47exposing nothing like that. You can't
- 36:48generate pixel-wise a highquality image
- 36:51with anthropic models or a video or
- 36:54audio with anthropic models. You can
- 36:56with open AI's models. Anthropic seems
- 36:58to be taking a very different approach
- 37:00to multimodality and omniodality which
- 37:02is code underlies everything. So now for
- 37:05the first time with Opus 5.5 you can
- 37:08generate a really highquality video
- 37:10that's purely procedurally generated.
- 37:12You can generate an interactive game
- 37:14with textures but there it's not
- 37:16generating the textures pixel-wise. I
- 37:18mean you can ask it to but it's
- 37:19generating it all procedurally. And I I
- 37:21think these are two very different
- 37:23strategies. Anthropic almost if folks
- 37:25remember the distinction the wars in the
- 37:27early days of computer graphics between
- 37:29vector graphics and raster graphics.
- 37:31Anthropic is playing the vector graphics
- 37:33game where everything is just commands
- 37:35and OpenAI is playing the the
- 37:38raster/pixel basis and I think they're
- 37:40on a collision course and the collision
- 37:42course is going to be robotics because
- 37:44the question is going to be if you need
- 37:46a strongly embodied AI in the physical
- 37:48world is the vector basis the right one
- 37:51or the pixel arrest
- 37:52>> which is our which is going to be our
- 37:54very next story. I love the fact that
- 37:55you know a week after Dario says we got
- 37:58to pause slow down they release their
- 38:00next model. It's the height of it's it's
- 38:02honestly that that is a revealed
- 38:04preference. It's the height of I think
- 38:06hot take. It's the height of hypocrisy
- 38:08to on the one hand say AI is going to
- 38:10kill us all and then out of the other
- 38:12side of your mouth a few days later
- 38:14announce the world's strongest AI and
- 38:16biolabs and other capab
- 38:19>> and so on the same day that Opus 5.5
- 38:21gets released we see GPT6 Saul and Astro
- 38:25being released. Uh Dave any thoughts on
- 38:28this one? I mean it's if you look at the
- 38:31price performance it's just absolutely
- 38:32wild. Um I I think there was a big
- 38:36school of thought a year ago, two years
- 38:38ago that hallucinations were going to be
- 38:40a disaster. They'll never go away. You
- 38:41can't use this actually rampant at MIT
- 38:43if you can believe that. Like this
- 38:45hallucination problem will be with us
- 38:46forever. And like everything else, we've
- 38:49just scaled out of it. And you see the
- 38:50the error rate just plummets with pure
- 38:54scale.
- 38:55>> And and I this is the abundance thesis
- 38:57at large, right? The models are getting
- 38:59twice as good, twice as cheap at an
- 39:01accelerating rate. Yeah. Yeah. Eman,
- 39:04have you been playing with this at all?
- 39:05>> Yeah. And I I think again for our test,
- 39:07it's an incredibly competent model. The
- 39:09models are smart enough now. We need
- 39:11them not to make mistakes. We need them
- 39:13not to drop the ball. And that's exactly
- 39:15where everyone is going. And that's why
- 39:17things like I said like Muse, Instinct,
- 39:19others are going to going to go
- 39:21tremendously well because they can be an
- 39:23amazing PA, chief of staff, organizer,
- 39:26etc. And we all need some competence in
- 39:27our lives. It's so funny as a as an
- 39:29organizer and chief of staff, that's
- 39:30insanely powerful. And you know, anyone
- 39:33who used GPT2, 3, and 4, uh, is used to
- 39:36seeing misinformation coming out of it.
- 39:39But if you were a kid today and you
- 39:41start with GPT5, and six, you're just
- 39:44going to trust it out of the box because
- 39:46it's right 99.9% of the time, which is
- 39:48kind of dangerous because it still does
- 39:51occasionally just give you something
- 39:52factually wrong.
- 39:54>> All right, I'm going to move us into the
- 39:55physical world. uh an important story
- 39:57that we started talking about is uh
- 40:00something called driving bench. So a
- 40:03group of developers created a new
- 40:05benchmark called driving bench. Uh they
- 40:07took a Toyota Corolla, enabled it with
- 40:09an interface so software could steer,
- 40:12hit the gas, break, and then they asked
- 40:15a generalpurpose AI model to drive
- 40:19through a 130 m cone course uh with one
- 40:23command. drive from here, get to there.
- 40:27Uh, and here's the data. GPT6 Astra
- 40:31finished the entire course 100% on its
- 40:33second try. Right? So, I'm going to read
- 40:36this quote from uh from Boris Power who
- 40:39said, quote, "Incredible results. This
- 40:41should be a nail in the coffin of
- 40:43specialized models that were trained
- 40:45from scratch with a lot of specialized
- 40:47effort versus just training the most
- 40:49powerful generalized model and
- 40:51eventually distilling a small
- 40:53specialized model as needed. So, Alex,
- 40:56you're excited about this one.
- 40:57>> The bitter lesson is bitter indeed.
- 40:59>> Yeah.
- 41:00>> Yeah. It's very exciting that I I think
- 41:03essentially as an elementary school
- 41:04project either now or imminently, this
- 41:07whole notion that you needed separate
- 41:09models for robotics is right out the
- 41:11window. You'll just vibe code a robot.
- 41:14You drop an open frontier model, say
- 41:17Astra, into a robotic body and it will
- 41:20oneshot embodied cognition. And this is
- 41:23I I think probably pretty upsetting to a
- 41:25number of academic computer scientists.
- 41:27>> John Lun.
- 41:28>> Yeah. that that actually decades of
- 41:30computer scientists computer science and
- 41:33robotics probably in with the benefit of
- 41:35hindsight total waste. All we needed was
- 41:38all we needed was a generalist model and
- 41:40it turns out with a generalist model
- 41:42robotics is cooked as well.
- 41:43>> Super intelligence can drive a car. What
- 41:45a surprise.
- 41:47>> I've got total model fatigue. I mean I
- 41:50can't keep up with 5.5 versus five
- 41:53versus Astra. I mean just raise your
- 41:55hand if you have model fatigue. And I
- 41:56just think I mean it's great.
- 41:59Everything's fantastic. I love the
- 42:01progress. But Jesus, I can't I can't
- 42:03keep.
- 42:03>> You're so tired of winning. It's time to
- 42:06tired of winning. That's a great That's
- 42:08a great point. I mean, you know, one
- 42:10thing that occurred to me, I wonder,
- 42:12we've been doing two episodes a week.
- 42:13Yeah.
- 42:14>> It's like killing us. I wonder if we're
- 42:15the problem. We're we're we're driving
- 42:18so fast. We're positive here and we need
- 42:21to maybe take respons.
- 42:22>> If if we don't report it, it didn't
- 42:23happen. Yeah, those different tools.
- 42:25God,
- 42:26>> you you think if we pause the pod, we
- 42:27pause the singularity.
- 42:29>> I'm I'm I'm just wondering, we could
- 42:31accelerate it, we could slow it down. I
- 42:32think we may be a factor in all of this.
- 42:35>> Oh my god. Emod, what's your take on
- 42:36drive bench?
- 42:37>> I mean, look, it oddly it's generalized
- 42:40intelligence, right? Like it's learning
- 42:41all these things and it's the high
- 42:42competence will reverberate to biology,
- 42:45to physics, to just about anything. I
- 42:47don't think there's a single specialized
- 42:49model that you can say will outperform
- 42:51in a couple of years time. Yeah,
- 42:53interesting. Dave, close us out on this
- 42:55one.
- 42:56>> Well, I I think both things can be true.
- 42:57Like, a generalized model can drive a
- 42:59car. It's it can build a It can be a
- 43:01robot. It can build a robot. That's
- 43:02absolutely true. A specialized model,
- 43:05like if you said, "Hey, it completed the
- 43:07course on its second try." Elon's going
- 43:08to be like, "Yeah, your Tesla can't do
- 43:10that on a second try. I'm sorry. That
- 43:11that's not going to work for most
- 43:13drivers." But it I think the the thing
- 43:15that's
- 43:17the thing that's missing in the
- 43:18storyline there is how much compute did
- 43:20you use to do the task? Compute is going
- 43:22to be forever starved from here forward.
- 43:24Chip prices have gone up. Like HBM RAM
- 43:26has gone up 5x in price. It's crazy. But
- 43:30that's because the AI is so incredibly
- 43:32valuable. People want the compute. And
- 43:34so if you used more compute to do the
- 43:37same task, that's a crime.
- 43:39>> I think this is a really important point
- 43:40that we're shifting the bottleneck now
- 43:42from the models down down the stack to
- 43:46compute and then eventually energy.
- 43:48Energy.
- 43:48>> We're at energy right now. We're we're
- 43:50we're short like 60 gawatts of energy in
- 43:53the next two years.
- 43:54>> Yeah. I'm going to move us to uh a final
- 43:57segment on science which is something we
- 43:59all truly love. So a few stories here.
- 44:01So on Tuesday, Anthropic announced it
- 44:04had built its own life science research
- 44:06group and its own wet labs. Again, the
- 44:09organization saying we should slow down
- 44:12is building wet labs. Okay, great. it
- 44:14and it's reported that Claude working
- 44:16autonomously discovered a previously
- 44:18unknown enzyme. Uh here's how they gave
- 44:21Claude one prompt. Quote, "Search a
- 44:24massive DNA database for interesting
- 44:26reverse transcriptases and enzymes that
- 44:29copy RNA or DNA. They had 950 clawed
- 44:32agents searching for 21 hours and they
- 44:35found something. They found a DNA
- 44:38repeating pattern very similar to
- 44:40crisper. Uh they've since named it the
- 44:42array associated reverse transcriptase.
- 44:45They don't know exactly what it does
- 44:47yet, but they believe it will be similar
- 44:51to programmable transcriptes
- 44:54uh and gene editing. You know, so
- 44:56Jennifer DNA won the Nobel Prize for
- 45:00discovering crisper along with her co
- 45:03her co-discoverer. Uh I'm curious are we
- 45:07just going to see Nobel Prizewinning
- 45:10work falling on a weekly basis as a
- 45:13result of this Alex?
- 45:14>> That is the point Peter of our book
- 45:16solve everything together that we should
- 45:18expect it and then the natural question
- 45:20is well what is Nobel Prize worthy in an
- 45:23era when you can get a thousand Nobel
- 45:24prizes in one year we we have a century
- 45:26of human progress in a period of a few
- 45:28months. I I suspect Nobel prizes will be
- 45:30awarded for larger bodies of work. But I
- 45:33I have to again point to the other
- 45:35elephant in the room here, which is the
- 45:37utter hypocrisy of saying AI is going to
- 45:40kill us all and then opening a wet lab
- 45:42and then using the AI, Frontier AI in
- 45:45combination with a wet lab to synthesize
- 45:47proteins and other molecular assemblies
- 45:49of unknown function. I think
- 45:52>> what could possibly go wrong?
- 45:54>> This is I and and I I think this is
- 45:56Frontier Labs. This is the revealed
- 45:58preferences of the Frontier Labs. I
- 46:00think they don't believe their own
- 46:01attempts to do regulatory capture and to
- 46:03form a safety cartel. I think their
- 46:05revealed preference is no actually full
- 46:07steam ahead to AI for solving biology
- 46:09>> and every lab has got a biology effort
- 46:12in focus right now.
- 46:13>> Yeah. Can I just feed the pdoom just for
- 46:15this for a second give people the fodder
- 46:18to go crazy. So uh once we discovered
- 46:21crisper right we knew we found out that
- 46:24we could edit the human genome as you
- 46:26can as easily as you can edit a word
- 46:28document or edit software right and when
- 46:30you learn a new language you learn how
- 46:32to uh do reading then you do
- 46:34comprehension then we do writing now
- 46:36we've learned how to write to the genome
- 46:38each of us is 50 trillion cells in the
- 46:40human body governed by what the DNA uh
- 46:43tells tells that cell to do meaning a
- 46:45human being is now a software
- 46:46engineering problem right and that
- 46:48really you've seen designer babies
- 46:51coming from China etc. As we merge this
- 46:53with what's potentially possible with
- 46:55AI, the possible benefits go through the
- 46:58roof, the possible downsides go through
- 47:00the go through the roof also. And we are
- 47:02now in full for if you if you were in
- 47:05full Frankenstein mode. So there is some
- 47:08ammunition for all the P doom people, go
- 47:09to town with that.
- 47:12This is how we solve aging. This is how
- 47:14we solve disease. I don't think we get
- 47:16to the happy future where the top 5,000
- 47:19diseases have been solved or longevity
- 47:21escape velocity has been durably
- 47:23achieved without super intelligence. So
- 47:26I I for one am a fan of Anthropic and
- 47:28all of the other frontier labs opening
- 47:30their labs because this is how we solve
- 47:32everything.
- 47:32>> Yeah.
- 47:33>> All right. Our last story here is uh a
- 47:37recent release uh by Sam Rodriguez at
- 47:39Edison Scientific and Future House. They
- 47:42put forward what they're calling the
- 47:44millennium. Can we get up on the screen,
- 47:45please? Uh, the Millennium Problems for
- 47:47Biology. Uh, so you know, Alex, you and
- 47:50I wrote and solve everything. Pick your
- 47:52targets, build your harnesses, set up
- 47:54your benchmarks, and go. So, some of the
- 47:57benchmarks here, you know, they're as
- 47:59they're saying, okay, math is not only
- 48:02cook, it's incinerated,
- 48:03>> thoroughly incinerated.
- 48:04>> Let's go after biology, right? They're,
- 48:06you know, some of my favorites here are
- 48:08Origin of Life, uh, Crier Preservation,
- 48:11um, you know, regrowing ar limbs, uh,
- 48:16you know, EMOD, they missed age reversal
- 48:18on this one.
- 48:19>> They did, and I think it's good, but,
- 48:21you know, let's have a hundred of them
- 48:23and let's chuck a thousand agents at
- 48:25each and open source everything they're
- 48:27doing.
- 48:27>> Yeah, that's what the lab should
- 48:30collaborate on. You know, uh they they
- 48:33said that uh uh their harness here is
- 48:35that these Millennium prizes should be
- 48:39verifiable in a standard wet lab in a
- 48:42couple of days. They should be hard to
- 48:45solve and very easy to check. Dave,
- 48:48>> that's why age reversal probably isn't
- 48:49on the list.
- 48:50>> No, no, no. We we so listen when we set
- 48:52up the uh $101 million health span X-
- 48:55prize originally Peter Teal and uh uh
- 48:57and Aubrey Deg Gray came to me and said
- 48:59let's do a longevity prize and I said I
- 49:01don't know how to do it without a 20 or
- 49:0330 year time horizon. And then George
- 49:05Church said forget about longevity
- 49:08measure age reversal. So if you can give
- 49:10someone a treatment and I can measure
- 49:11that you're functionally 20 years
- 49:13younger that's measurable in days.
- 49:15>> Well my daughter is my go-to on this
- 49:17because she's over at Madna. she's a
- 49:18biotech person and and she was like,
- 49:20"Yep, this is the list. It's perfect."
- 49:22So that's that's my two cents on it.
- 49:24Like I think it's just phenomenally cool
- 49:26to put a framework around progress here
- 49:27because like you said, the Nobel Prize
- 49:29is going to become irrelevant. In fact,
- 49:31as of now, it is completely irrelevant.
- 49:33Uh so putting a framework on progress in
- 49:35this area is incredibly important. So
- 49:37this is
- 49:38>> Alex, when we have digital twins for
- 49:40cells, which is I I think the critical
- 49:42path to solving all disease in in my
- 49:44mind, the chronology looks something
- 49:46like this. over the next few years. Just
- 49:48as we've trained large language models
- 49:49off of substantial substantially all of
- 49:52humanity's behavior on the internet off
- 49:54of text and images, similarly we'll
- 49:57train digital twins of cells of all the
- 50:00cells in our bodies off of huge data
- 50:02sets interventional and otherwise. And
- 50:04then we'll use those perfect digital
- 50:05twins of cells to do exhaustive searches
- 50:08like alphogo tree search type searches
- 50:10of intervention space to discover how to
- 50:12cure a disease. You start from a
- 50:14diseased cell state and you're looking
- 50:16for a creative strategy, a move 37 if
- 50:18you will, to get from the diseased cell
- 50:20state to the healthy cell state. And
- 50:23what's beautiful about the this approach
- 50:25to millennium problems from biology is
- 50:27that, as you say, Peter, these are easy
- 50:29to verify, hard for now to solve
- 50:32problems. And that basically turns every
- 50:34hard biology into a mathematical
- 50:36conjecture and
- 50:37>> and a target
- 50:39>> and a target, but a mathematical target.
- 50:41So every basically every biology problem
- 50:43with the benefit especially of these
- 50:45digital twins is just going to become a
- 50:47search problem and that means it's
- 50:48tractable for the first time in history.
- 50:50>> Selm close us out here please.
- 50:52>> Biology is cooked.
- 50:55>> It's true.
- 50:55>> Yeah.
- 50:56>> All right. I'm going to wrap our WTF
- 50:58episode here. Um Immod you're going to
- 51:00be joining us with Kathy uh just after
- 51:03lunch. Thank you very much. Give it up
- 51:05for Immod here.
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