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Mark Zuckerberg on how Meta's Muse AI agent will make people money — Transcript

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  1. 0:00Mark, last time we spoke, you called me.
  2. 0:02It was on the weekend. Well, you called
  3. 0:04me through the glasses, which was the
  4. 0:05interesting part.
  5. 0:06>> Was it loud in the background?
  6. 0:07>> You were You were going to fish. I
  7. 0:09wasn't going to say it, but yeah, it was
  8. 0:10on the weekend. The noise cancellation
  9. 0:12actually is pretty good.
  10. 0:13>> Oh, it's great.
  11. 0:14>> Yeah, it's pretty
  12. 0:14>> Yeah, I I I I mean
  13. 0:15>> Yeah.
  14. 0:15>> Yeah.
  15. 0:15>> Um but you wanted to talk about this
  16. 0:18essay manifesto. I don't know what you
  17. 0:20call it. Manifesto, we'll say.
  18. 0:22Uh that you published recently. And it
  19. 0:23And it's long. I mean, I'll caveat
  20. 0:25there's a lot in it. And I wanted to
  21. 0:26start there cuz there's a lot of big
  22. 0:28ideas in there and they'll connect to
  23. 0:30the kind of the main thing we're talking
  24. 0:31about today.
  25. 0:32>> Yeah.
  26. 0:32>> Um I'm curious, like why write that? Cuz
  27. 0:35it it's long. There's a lot in there.
  28. 0:37>> [laughter]
  29. 0:37>> Well, yeah.
  30. 0:39Well, I feel I feel like if you're going
  31. 0:40to invest so much in building AI, uh
  32. 0:45then it's important that people
  33. 0:46understand what your lab stands for and
  34. 0:48what your values are. And And And
  35. 0:50basically, AI has so many
  36. 0:53opportunities, but there are also all
  37. 0:55these real risks. So, I think it's very
  38. 0:57important that everyone who's working on
  39. 0:59it has a well-thought-out theory for how
  40. 1:02the work that they're going to do is
  41. 1:04going to lead to a positive future. You
  42. 1:06know, it's interesting because I mean,
  43. 1:07the different labs have have some
  44. 1:09different philosophies on this. And
  45. 1:10there's, you know, a lot of things that
  46. 1:11I think have become conventional wisdom
  47. 1:13in the industry that I just strongly
  48. 1:15disagree with. And you know, I mean, my
  49. 1:17my view on this is that the path to have
  50. 1:20a positive future for everyone is to
  51. 1:22make sure that we distribute the
  52. 1:24technology as widely as possible. And
  53. 1:26that's based on three major principles
  54. 1:29that that we have. One is that
  55. 1:32empowering people is the source of
  56. 1:34prosperity in the world, and it has been
  57. 1:36throughout history. Two is that the
  58. 1:39primary purpose for AI is going to be
  59. 1:42invention of new things, not automation.
  60. 1:45And then the third principle is that the
  61. 1:48foundation for safety for the future is
  62. 1:51basically establishing the right checks
  63. 1:52and balances and balance of power rather
  64. 1:56than restricting access. And I think
  65. 1:58that that's these are all things that I
  66. 2:00think oddly are are kind of very
  67. 2:03different from I think a lot of the
  68. 2:04conventional wisdom,
  69. 2:05especially in Silicon Valley. A lot of
  70. 2:07people think, "Hey, this technology is
  71. 2:09very powerful. We must restrict it so
  72. 2:10that way not that many people have
  73. 2:11access to it." I personally am much more
  74. 2:14worried about a small number of labs or
  75. 2:17people having control of of something
  76. 2:19that is so capable,
  77. 2:22and I think that the throughout history
  78. 2:23what we found is that when you put power
  79. 2:25in people's hands, most advances don't
  80. 2:28come from the incumbents or the
  81. 2:30establishment. They come from people on
  82. 2:32the on the periphery whose ideas aren't
  83. 2:34taken seriously, but when they get
  84. 2:35enough tools to
  85. 2:37to to basically be able to prove out
  86. 2:39what they're working on, that ends up
  87. 2:40being very powerful. In Western society,
  88. 2:43the way that we've established
  89. 2:44governance and
  90. 2:46and basically having a well-balanced
  91. 2:48society is through a set of checks and
  92. 2:50balances, right? And and this balance of
  93. 2:52power. It's very ingrained in in kind of
  94. 2:55our society that
  95. 2:57you don't want to have you know one lab
  96. 3:00or two labs having access to a thing.
  97. 3:02For some of the most recent concerns
  98. 3:04that have come up like some of these
  99. 3:04cybersecurity concerns,
  100. 3:06I think the the best antidote to someone
  101. 3:09having an AI that could potentially hack
  102. 3:11into systems is having everyone have
  103. 3:13access to an AI so they can harden their
  104. 3:15own systems first. And I think that
  105. 3:17that's kind of been the history of
  106. 3:18cybersecurity over the past several
  107. 3:20decades is that you know open-source
  108. 3:22software
  109. 3:23because people can
  110. 3:25can see it and can scrutinize it, it's
  111. 3:28sort of counterintuitively by putting it
  112. 3:29in people's hands, you end up with a
  113. 3:31more secure and more stable environment.
  114. 3:33So, that's what I believe,
  115. 3:35and and that's what I think is the path
  116. 3:37to to a positive future is basically
  117. 3:39distributing the technology that has a
  118. 3:42bunch of different implications for what
  119. 3:44we're going to do. I mean obviously we
  120. 3:45want to build leading
  121. 3:47AI models, which which we're doing. I
  122. 3:49mean MuSpark 1.3, which we just
  123. 3:51released, is it's it's advanced, but
  124. 3:54then, you know, it's actually the latest
  125. 3:57model of a relatively smaller pre-train
  126. 4:00that we did, the internal code name
  127. 4:01avocado.
  128. 4:02>> Mhm.
  129. 4:03>> And um
  130. 4:04>> Oh, we're going to get into the code
  131. 4:04names.
  132. 4:04>> Oh, yeah. So, we'll we'll get into that.
  133. 4:06And
  134. 4:07we have watermelon coming soon. So, so
  135. 4:08that's going to be a big deal. So,
  136. 4:10obviously, leading models probably the
  137. 4:12biggest personification of you know, if
  138. 4:15you will, or kind of
  139. 4:17implementation of this vision is the
  140. 4:19Muse personal agent that we're that
  141. 4:21we're rolling out. That basically the
  142. 4:24idea there is give every person in the
  143. 4:26world a very capable personal agent that
  144. 4:29can understand their goals and can just
  145. 4:30work on their behalf 24/7. And then, an
  146. 4:33important part of this is also just
  147. 4:35getting the technology in people's
  148. 4:36hands. So, we're we're very kind of
  149. 4:37strong proponents of open source and and
  150. 4:40making sure that that the opportunities
  151. 4:42that I think are going to be massive
  152. 4:44here are not just limited to a few to a
  153. 4:46few people or companies.
  154. 4:47>> This episode is brought to you by
  155. 4:49Mercury, AI native banking that's loved
  156. 4:51by more than 300,000 entrepreneurs,
  157. 4:53including me. Visit mercury.com to learn
  158. 4:55more. Mercury is a fintech, not a bank.
  159. 4:57Check the show notes for details. Thanks
  160. 4:59also to Granola, the AI notepad for
  161. 5:02people in back-to-back meetings. It
  162. 5:03works everywhere you do and lets you
  163. 5:05focus on what matters. Try the
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  165. 5:09and use the code sources for 3 months
  166. 5:11off. This episode is also brought to you
  167. 5:13by Jira by Atlassian, where teams and
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  170. 5:21free at jira.com. That's jira.com.
  171. 5:26>> I have a bunch of questions about the
  172. 5:27Muse agent, but staying big picture for
  173. 5:30a second cuz you said a lot of things
  174. 5:31there.
  175. 5:32Is open source the counter to the trend
  176. 5:35you're seeing that you described that
  177. 5:37you're worried about? Is that the main
  178. 5:38way, practically, that you counter that?
  179. 5:41Or is it regulation? Is it both? Like
  180. 5:43>> No, I actually think probably the most
  181. 5:45important thing is actually just getting
  182. 5:47the technology in individuals' hands.
  183. 5:49So, I actually think things like the
  184. 5:50Muse personal agent
  185. 5:53are perhaps even more important. I mean,
  186. 5:56I think what you're starting to see are
  187. 5:57some of the labs are building training
  188. 5:59more advanced models
  189. 6:00and then not even releasing them.
  190. 6:02>> Right.
  191. 6:02>> Right. So, I think that that is quite
  192. 6:05dangerous in the sense that, you know,
  193. 6:07basically when you have scrutiny on
  194. 6:09something, when you put a a system out
  195. 6:11there, first off, you put it in a lot of
  196. 6:13people's hands, you get the checks and
  197. 6:14balances. You get broad-based
  198. 6:15prosperity, which I think is important,
  199. 6:17right, for society. We can't just have
  200. 6:19like one or two labs get incredibly
  201. 6:21valuable.
  202. 6:22You know, I think you you want to make
  203. 6:24it so that billions of people can
  204. 6:26basically have prosperity in their own
  205. 6:27lives, whether it's creating small
  206. 6:29businesses, being more successful in
  207. 6:30their careers, being more productive in
  208. 6:33managing their homes, saving money in a
  209. 6:34lot of ways, kind of advancing their
  210. 6:37health. So, I think you you want the
  211. 6:38benefits to be very broad-based. So,
  212. 6:41that's one piece. In terms of the
  213. 6:43competition, I do think that having
  214. 6:45multiple labs is helpful and I think
  215. 6:47open source is quite helpful for that.
  216. 6:50So, I think open source is an important
  217. 6:51part of it. The nature of open source is
  218. 6:52there's a whole community of people who
  219. 6:54do it. So, I'm not saying that we're
  220. 6:55going to be the one company that does
  221. 6:56it. I'm also not like a zealot about
  222. 6:59this from the perspective it's you know,
  223. 7:00it's not that everything we do is open
  224. 7:02source either, right? We we release some
  225. 7:04open models, we do some closed work. I
  226. 7:05think it's important if you're building
  227. 7:07a for-profit company that you can build
  228. 7:09some advanced things and you don't
  229. 7:10necessarily need to share every single
  230. 7:12thing with the world, but I think in
  231. 7:13general, uh supporting a robust open
  232. 7:16source ecosystem is going to be key to
  233. 7:19maintaining competition and and
  234. 7:21maintaining kind of transparency and
  235. 7:24understandability of where the
  236. 7:26technology is going in a way that I
  237. 7:28think is actually going to be incredibly
  238. 7:30important for safety.
  239. 7:31>> Mhm.
  240. 7:31>> Um you know, if if we have a world where
  241. 7:33there's just like a small number of of
  242. 7:35really capable models, um
  243. 7:37I don't know, just it's it's
  244. 7:38interesting, right? I mean, if you look
  245. 7:39at some of the cyber stuff, for example,
  246. 7:41uh the instinct, which I mean on the one
  247. 7:44hand I can understand the instinct of
  248. 7:45like all right, we have this capable
  249. 7:46cyber model. Let's release it so that
  250. 7:48only, you know, whatever it is, the top
  251. 7:50100 institutions get it. But and I think
  252. 7:52part of the issue is that there's more
  253. 7:53than 100 important institutions in the
  254. 7:55world. So, you know, if you look at
  255. 7:57things like
  256. 7:58the hugging face incident that happened,
  257. 8:00you know, hugging face is maybe not one
  258. 8:01of the biggest 100 institutions in the
  259. 8:03world, but it matters, right? It's like
  260. 8:04an important thing that people rely on.
  261. 8:07And so what did they do when they
  262. 8:09started detecting that there was this
  263. 8:11intrusion as they turned to open source
  264. 8:12models because they didn't have access
  265. 8:14to some of the closed ones that were
  266. 8:15causing the issues. So, um, I think that
  267. 8:19having a robust open source ecosystem is
  268. 8:22one important part of having kind of a
  269. 8:24safe and stable future. But to me the
  270. 8:27the most important thing is just making
  271. 8:29sure that we distribute the technology
  272. 8:30widely rather than hoarding it in a
  273. 8:33small number of people's hands.
  274. 8:34>> And I think there's also this ongoing
  275. 8:36debate in Silicon Valley about why
  276. 8:39people feel so negatively about AI. I
  277. 8:41mean you talk about this in your in your
  278. 8:43recent letter uh, addressing these
  279. 8:45concerns or trying to. But that I mean
  280. 8:47the sentiment on AI and data centers in
  281. 8:49particular it's so negative and it
  282. 8:52sounds like maybe an essence of your
  283. 8:54argument, correct me if I'm wrong, is if
  284. 8:56we diffuse this technology more, if we
  285. 8:58enable more people to access the things
  286. 8:59that are right now gated by some of the
  287. 9:01top labs, maybe that addresses this kind
  288. 9:05of I think that people feel maybe
  289. 9:07disenfranchised by what's happening in
  290. 9:08AI. Is that what you're getting at?
  291. 9:10>> Yeah.
  292. 9:10Well, there are many layers to it. It's
  293. 9:12I mean I think you there's so many parts
  294. 9:14of This is why the essay was so long,
  295. 9:17right? It's like 15 pages because I mean
  296. 9:18we want to get through There are lots of
  297. 9:19different questions. I mean people have
  298. 9:20questions about jobs and the economy.
  299. 9:23They have questions about data centers
  300. 9:24in their local communities and the kind
  301. 9:26of economic and environmental impacts of
  302. 9:28that. There are questions about how
  303. 9:30people might misuse AI, right? I mean
  304. 9:32there's the cyber questions. There's bio
  305. 9:33risks that are coming up. There are
  306. 9:35questions about now how we maintain a
  307. 9:38free society. There are questions about
  308. 9:39American leadership. Um there are
  309. 9:40questions about maintaining control over
  310. 9:42the technology as it gets to be
  311. 9:44increasingly capable. So, these are all
  312. 9:46important. So, it's it's important not
  313. 9:48to um you know, just talk about this in
  314. 9:50generalities at the at a high level
  315. 9:53because I think each of these has some
  316. 9:54different nuances. But in general, I
  317. 9:57think one of the things that they all
  318. 9:58have in common is that if you create
  319. 10:00broad-based prosperity um and I think
  320. 10:03that one of the better ways to do that
  321. 10:05is by ensuring that there's the right
  322. 10:06balance of power around who has access
  323. 10:08to the technology and generally making
  324. 10:10sure that the greatest balance goes
  325. 10:12towards the kind of general population
  326. 10:14of people as opposed to kind of any kind
  327. 10:17of I don't know, insider stakeholder or
  328. 10:18whatever you want to call it. Um I think
  329. 10:21that that ends up being very important.
  330. 10:23So, if you look at the data centers, I
  331. 10:25what what we've actually found is that
  332. 10:26when a company like Meta
  333. 10:28goes into a community
  334. 10:30and makes a commitment that we're going
  335. 10:31to invest there for decades, right?
  336. 10:33Which is really what we're doing when
  337. 10:34we're building up a data center,
  338. 10:36we're able to make it so that
  339. 10:39it's very good for the community. Um I
  340. 10:41mean the the the kind of the tax revenue
  341. 10:43that they bring uh from that. I mean in
  342. 10:46in Louisiana, we had this example where
  343. 10:47like the tax revenue funded these
  344. 10:49$50,000 bonuses for teachers in the
  345. 10:51community. We we bring a lot of jobs. We
  346. 10:54we invest in the in the local community
  347. 10:55a lot. Um
  348. 10:57that I think can be good. I think that
  349. 10:58there's there's also a lot of
  350. 11:00speculation, right? Where there are
  351. 11:02companies that aren't necessarily
  352. 11:03planning on running a data center for
  353. 11:05decades. They're just, you know, trying
  354. 11:07to find a plot and um and then trying to
  355. 11:10sell it to one of the big labs and then
  356. 11:12don't really care as much about the
  357. 11:13local community and um and they're not
  358. 11:15invested for the long term. So, if they
  359. 11:17don't care to, you know, focus on making
  360. 11:19it work for the local community, then of
  361. 11:21course people are going to get upset.
  362. 11:22So, I think that that's one of the
  363. 11:24things that can be um
  364. 11:27difficult when you have these kind of
  365. 11:29speculative um
  366. 11:31I don't I don't even know if I'd call it
  367. 11:33a bubble cuz that implies that it's
  368. 11:34overvalued or something. But But there's
  369. 11:36certainly a boom, right? So it's So So
  370. 11:38you have that. I mean, that leads to
  371. 11:40some of these like short-term thinking
  372. 11:42incentives that don't necessarily lead
  373. 11:45towards helping every stakeholder, which
  374. 11:46I think is kind of what you need to do
  375. 11:48to make this sustainable over the long
  376. 11:49term. And at the end of the day, I mean,
  377. 11:51if we're creating a technology that like
  378. 11:54if it doesn't create jobs or doesn't
  379. 11:56create broad-based prosperity or the
  380. 11:57infrastructure that we're building
  381. 11:58doesn't help local communities, that's
  382. 12:00not going to be allowed to continue. So
  383. 12:02it's like it has to Of course, you have
  384. 12:04to design it in a way that um can be
  385. 12:06helpful to people in all these ways,
  386. 12:08which is also part of the reason why
  387. 12:10like for people who are, you know,
  388. 12:11skeptical or have so much doom about the
  389. 12:13whole thing, I'm I mean, one of the the
  390. 12:16things that I basically think is that if
  391. 12:19we don't end up building it in a way
  392. 12:20that's positive, it just effectively
  393. 12:22won't be able to happen. Um so I I kind
  394. 12:26of think like that actually establishing
  395. 12:27the right checks and balances
  396. 12:29um and distributing the the benefits of
  397. 12:31this widely is sort of a precondition
  398. 12:34for being able to scale in the way that
  399. 12:35I think um
  400. 12:37would be best for society over time.
  401. 12:39>> I haven't heard another tech CEO in your
  402. 12:41position talk about data centers that
  403. 12:44way. Like the long-term investment of
  404. 12:46it. Is this something Is this how you've
  405. 12:48always thought about it? Is this
  406. 12:49something you feel like there's more
  407. 12:50clarity that's been brought to it for
  408. 12:52you recently? Like Have you Yeah.
  409. 12:54>> I mean, I think that there's been all
  410. 12:55this anti-data center sentiment that
  411. 12:57you're talking about. So we've dug into
  412. 12:59it because what we're trying to
  413. 13:00understand is,
  414. 13:02okay, like there isn't as much of that
  415. 13:04around our project. So why is that? And
  416. 13:07then so we asked a bunch of people, it's
  417. 13:09like, well, it looks like there's a
  418. 13:10pretty big dichotomy between these
  419. 13:11speculators and the companies that are
  420. 13:14focused on it for the long term. And
  421. 13:16that kind of makes sense when you think
  422. 13:18about it. So I mean, one one thing we're
  423. 13:19doing, I mean, there's this America's
  424. 13:20Workforce Academy project that we we
  425. 13:22did, which is basically, okay, we're
  426. 13:24going to build all these data centers.
  427. 13:25We're going to be doing this for a
  428. 13:26while. There
  429. 13:27isn't the volume
  430. 13:29of skilled tradespeople that you need to
  431. 13:31create this. So, we need more like fiber
  432. 13:34technicians and electricians and like
  433. 13:36advanced carpentry and and all of these
  434. 13:38things. And there aren't enough people
  435. 13:40to do this. We need hundreds of
  436. 13:41thousands, you know, maybe maybe
  437. 13:43millions of more people who can do this.
  438. 13:45And um
  439. 13:46people aren't trained to do that right
  440. 13:47now. So, we created this training
  441. 13:49program um to to effectively do that,
  442. 13:53where we guarantee people who get
  443. 13:55through the training program a job at um
  444. 13:58at at a place that is working on
  445. 14:00building infrastructure for Meta. And
  446. 14:02why did we do this? I mean, it's like
  447. 14:04it's not really philanthropy, right?
  448. 14:06It's like we need those people to be
  449. 14:08skilled and have those skills. So, it's
  450. 14:10just it's a win-win. It's an investment
  451. 14:12that I think makes sense if you're in it
  452. 14:14for decades, um but not necessarily
  453. 14:17something that you would do if you were
  454. 14:18building out one site with the intent of
  455. 14:20flipping it to a different company. So,
  456. 14:23I think that a lot of problems in the
  457. 14:25world do just naturally get solved by
  458. 14:29incentive alignment when you think about
  459. 14:31them over the long term.
  460. 14:32Um so, I think that ends up being an
  461. 14:33important part of this. And I guess part
  462. 14:35of the way that I think about this is
  463. 14:36that I just think that there's no way
  464. 14:38that it's going to be kind of permitted
  465. 14:40for there to be a small number of labs
  466. 14:43that control such a important um and
  467. 14:45capable technology and accumulate a lot
  468. 14:47of wealth to themselves. I think it's
  469. 14:49like this has to be broad-based thing in
  470. 14:52order for it to kind of be able to work.
  471. 14:54It has to work technologically, but it
  472. 14:55also has to work um kind of socially.
  473. 14:58And and I I think that those those
  474. 15:00pieces kind of have to have to go hand
  475. 15:02in hand.
  476. 15:02>> I agree. Well, now we're landing towards
  477. 15:04the muse. Before we get there, you also
  478. 15:07wrote a year ago your personal
  479. 15:09superintelligence essay, shorter one.
  480. 15:11>> Uh-huh.
  481. 15:11>> Uh but
  482. 15:13>> Yeah.
  483. 15:13>> I did write a one-page version of The
  484. 15:15Future Is Asian, too. Yeah, well, I
  485. 15:16published it in the Wall Street Journal.
  486. 15:17>> Oh, that's right. That's right. That's
  487. 15:19right.
  488. 15:19>> that was kind of
  489. 15:20>> I just read the long one. Okay.
  490. 15:21>> Yeah.
  491. 15:22Yeah, this is the one page version and
  492. 15:23there's the 15 page version. Well, so
  493. 15:25this one you did about a year ago
  494. 15:26personal super intelligence. I think a
  495. 15:28lot of people in my world when they saw
  496. 15:30you write that was like, oh wow, why is
  497. 15:31Mark writing this? Like what is the
  498. 15:34thing he's seeing on the other side of
  499. 15:35this? And I think it correct me if I'm
  500. 15:37wrong, it might be me as like what we're
  501. 15:40going to talk about, right? What you
  502. 15:41guys are releasing now. This is this is
  503. 15:43it. So how did you come to that
  504. 15:45realization that that's what this is the
  505. 15:47next chapter for Meta?
  506. 15:48>> It's interesting. You know, we've never
  507. 15:50really just thought about ourselves as a
  508. 15:53social media company. We've definitely
  509. 15:54thought about ourselves as a company
  510. 15:57about connecting people and about
  511. 15:58empowering people. But I think a lot of
  512. 16:00the values that led us to build the
  513. 16:02things that we built for the first you
  514. 16:04know 15 20 years of the company around
  515. 16:06putting technology and power in
  516. 16:07individual's hands.
  517. 16:10Believing that people should be able to
  518. 16:12decide for themselves what is important
  519. 16:14in their lives. And we've gone through a
  520. 16:15lot of social debates around this,
  521. 16:17right? A lot of the the the debates
  522. 16:19around content moderation and things
  523. 16:20like this have kind of been around this
  524. 16:21question of like should people be
  525. 16:23allowed to kind of decide and
  526. 16:25communicate for themselves what matters
  527. 16:27in their own life. And I think through
  528. 16:30that experience it is sort of sharpened
  529. 16:33my
  530. 16:34belief that
  531. 16:36a lot of progress throughout history and
  532. 16:38through this technological age comes
  533. 16:41from empowering individuals and that
  534. 16:45people really do know best about what
  535. 16:47matters in their own lives. So because
  536. 16:49of that I have somewhat of a of an
  537. 16:51allergy whenever I hear people talk
  538. 16:54about
  539. 16:55oh like we should just have a small
  540. 16:57number of experts allocate what AI does
  541. 16:59to like big problems. Why should it do
  542. 17:02like like these things that people care
  543. 17:03about in their lives? It's like well,
  544. 17:04people have a balance of things they
  545. 17:05care about. People care about health,
  546. 17:07they care about having a better life,
  547. 17:09but they also care about their
  548. 17:10relationships and like showing up for
  549. 17:13their friends and family and Um, care
  550. 17:15about culture.
  551. 17:17You you know, people care about things
  552. 17:18that may not to, you know, a scientist
  553. 17:21or an engineer in the industry feel like
  554. 17:23the biggest problems, but I don't know.
  555. 17:25If you ask like billions of people what
  556. 17:27they care about, if like, you know, I
  557. 17:29think what people's aggregate answers to
  558. 17:31that question is kind of is what the
  559. 17:33most important things are to be worked
  560. 17:35on. And um, so I've always just kind of
  561. 17:38believed that when you build this super
  562. 17:41intelligence,
  563. 17:43there's this question of
  564. 17:45who decides what it's going to focus on.
  565. 17:47And I think that people should be able
  566. 17:49to direct it towards what matters in
  567. 17:50their own lives. It shouldn't just be
  568. 17:52directed by, you know, some like
  569. 17:54so-called experts
  570. 17:56um, sitting at a small number of labs.
  571. 17:58So, this gets back to the it's like it's
  572. 18:00this is basically the foundation of this
  573. 18:02overall philosophy, which is that the
  574. 18:05way to have a positive future is to
  575. 18:08empower people to put the technology in
  576. 18:10their hands and let people decide for
  577. 18:12themselves what matters and how they
  578. 18:13want to use it. And I think that when
  579. 18:16people do that, it first of all will
  580. 18:18prioritize some things that that are
  581. 18:20different, right? It's um, you know,
  582. 18:22it's like maybe it'll prioritize um,
  583. 18:24health issues, but maybe instead of
  584. 18:26prioritizing, you know, it's like the
  585. 18:28most common things, which is kind of
  586. 18:29what the the kind of pharma and biotech
  587. 18:32industry uh, like it it large
  588. 18:34prioritizes today. Now, it's like
  589. 18:36there's a very long tail of rare
  590. 18:37diseases and conditions that people
  591. 18:39have. So, you know, okay, if you're if
  592. 18:41you have if you have a rare condition,
  593. 18:43like you're probably going to want your
  594. 18:44personal AI to focus on that, not like
  595. 18:46just something else just because it
  596. 18:47happens to be the most common thing. So,
  597. 18:48I think for example, rare diseases I
  598. 18:50think are under uh, disproportionately
  599. 18:52under invested in. Um, you're doing a
  600. 18:55lot of investment with your foundation.
  601. 18:56>> at Biohub, but but I I mean, and that's
  602. 18:59partially informed some of my views
  603. 19:00here.
  604. 19:01>> Mhm.
  605. 19:01>> That I think like, yeah, like you want
  606. 19:03to put the power in individuals' hands
  607. 19:05um, to determine what matters for them.
  608. 19:07But a lot of this is also like it's not
  609. 19:10necessarily the things that people would
  610. 19:12say are like the big social problems.
  611. 19:14Like a lot of it for me, you know, when
  612. 19:16I'm using my Muse agent, I just, you
  613. 19:18know, I kind of want to it to help me be
  614. 19:21like a better father and you know, a
  615. 19:23better husband and show up better for my
  616. 19:25friends and
  617. 19:26you know, be able to
  618. 19:28um help me connect with people and that
  619. 19:30I think is also partially a through line
  620. 19:31between the work that we've done at Meta
  621. 19:33so far. And this is I think we're the
  622. 19:36company that I think just
  623. 19:37disproportionately cares about and
  624. 19:39believes that there's social value in um
  625. 19:42in helping people connect with the
  626. 19:43people around them. So, I don't know
  627. 19:44it's like one of the first things that I
  628. 19:45that I kind of set up my my own agent to
  629. 19:47do. It's like, all right, my 3-year-old
  630. 19:49daughter likes baking. I don't know
  631. 19:51anything about baking, but like that's
  632. 19:54like a a fun project that we can do. So,
  633. 19:56I basically ask him like, all right, set
  634. 19:58up so that every weekend
  635. 19:59um
  636. 20:00you know, like we have a baking project
  637. 20:03that is
  638. 20:04um
  639. 20:05that is uh kind of reasonable for a
  640. 20:073-year-old and an adult who knows
  641. 20:09nothing about baking. And um and use
  642. 20:12Instacart or whatever to go get all the
  643. 20:14ingredients. Like just figure out what
  644. 20:16makes sense and make sure everything is
  645. 20:18ready so that way like when I show up
  646. 20:20on, you know, on Sunday with uh with my
  647. 20:22daughter, we can like go make this
  648. 20:24thing. And um and then I tell it
  649. 20:26afterwards. I'm like, how how did it go?
  650. 20:27Okay, that one was too hard. Turns out
  651. 20:29cake pops really difficult. Um
  652. 20:30surprisingly difficult.
  653. 20:31>> Huh.
  654. 20:32I don't know anything about baking so.
  655. 20:34>> Yeah, I didn't either. I I know I know
  656. 20:36something now. Yeah, cake No, no, don't
  657. 20:38start with cake pops. That's that's the
  658. 20:39problem.
  659. 20:40>> Um yeah, now there's a lot of things in
  660. 20:42baking that are pretty simple.
  661. 20:44It turns out cake pops is not one of
  662. 20:45them. But um yeah, well, you know, what
  663. 20:47can what can I tell you?
  664. 20:48>> Okay.
  665. 20:48>> Um
  666. 20:49>> a Muse.
  667. 20:50>> Yeah, yeah, thanks. Um so, yeah, and it
  668. 20:52kind of like so, it kind of updates
  669. 20:54that. Um
  670. 20:55And and helps with that. Um you know, my
  671. 20:58you know, my older daughter has kind of
  672. 21:00gotten into climbing mountains and some
  673. 21:02of them you need permits for. So, I have
  674. 21:04it basically like sit and get the
  675. 21:06permits when they become available so I
  676. 21:08can climb mountains. And um it's just
  677. 21:10like pretty neat. Okay, so then like we
  678. 21:12do that and it basically tells me it's
  679. 21:13like all right, I was able to get a
  680. 21:14permit for this day.
  681. 21:16And I was like all right, well I guess
  682. 21:17I'm taking that day off from work to go
  683. 21:18climb a mountain with my daughter. So
  684. 21:20it's kind of cool.
  685. 21:20>> Yeah, yeah, yeah.
  686. 21:21>> All right, it's So it does that, you
  687. 21:23know, but it also helps keep me healthy,
  688. 21:25it helps with my training. Um yeah, I
  689. 21:28put cameras up in my in my MMA gym and I
  690. 21:31tell it to watch the cameras and send me
  691. 21:32feedback and it's like it's pretty fun,
  692. 21:35you know, it's good.
  693. 21:36>> feedback.
  694. 21:36>> Um sometimes, you know, it's I mean it's
  695. 21:38um sometimes it's funny feedback. It
  696. 21:40like it like finds me in
  697. 21:42it's like it looks like you really gave
  698. 21:44up and and I was like yeah, I did. I was
  699. 21:46really tired right there. It's
  700. 21:47[laughter] like why is that the thing
  701. 21:48that you're pointing out to me? Um but
  702. 21:50no, it's [snorts] good. Um and it's
  703. 21:52funny. Like the coaches like laugh about
  704. 21:54it cuz they're like yeah, no, this is
  705. 21:55like it's this what we
  706. 21:56>> gets to the point where like we could
  707. 21:57tell you but your agent's telling you.
  708. 21:59>> Yeah, [laughter] well, it's um yeah,
  709. 22:01it's good. It's good.
  710. 22:01>> I didn't think about this until hearing
  711. 22:02you talk about it but you you have
  712. 22:04people that could obviously do all of
  713. 22:05this for you but like how do you use
  714. 22:08something like a Muse agent to like
  715. 22:10really test the limits of like how it
  716. 22:12can be helpful as an assistant, right?
  717. 22:14Like like are you were you pushing it
  718. 22:17like how have you pushed it in a way
  719. 22:18that the team is like oh, okay, we got
  720. 22:20to got to fix this or I'm sure
  721. 22:22>> I think I think part of what's
  722. 22:23interesting about it
  723. 22:25is that everyone it just has like such
  724. 22:27different things that they want to do
  725. 22:29with it. So like in the early beta
  726. 22:31period, we handed it to a bunch of
  727. 22:33people and like it's like I gave it to
  728. 22:36someone and like within a day they're
  729. 22:38like using it to help run their home
  730. 22:40school. And then like it's like okay,
  731. 22:42wow, you just like started this within a
  732. 22:43day. And then like another person within
  733. 22:45a day or within 12 hours they're like I
  734. 22:47just planned a trip. Um yeah, and it's
  735. 22:49like it it just like planned this whole
  736. 22:51thing for me. Yeah, I mean someone else
  737. 22:53I know who's like generally pretty
  738. 22:54skeptical about technology, I I gave it
  739. 22:56to her and then she was
  740. 22:57um she didn't say anything for like a
  741. 22:59few days. Then she texted me and was
  742. 23:00like so when you do like the general
  743. 23:02release, do I get to keep my music agent
  744. 23:05or are you going to reset it?" And I was
  745. 23:06like, "All right, this is good. Okay,
  746. 23:07this is yeah. So, I think I think I
  747. 23:08think it's like I think this is working
  748. 23:09well."
  749. 23:10>> Everyone I know who's been on the beta
  750. 23:12has very, you know, high things to say
  751. 23:14about it. High praise.
  752. 23:15>> Yeah. But, people do different things
  753. 23:16with it.
  754. 23:16>> Yeah, and and I think we should just
  755. 23:18also say what it is more plainly for
  756. 23:20people so they understand because I
  757. 23:21think people think of AI as like, you
  758. 23:23know, Meta AI or ChatGPT, it's like back
  759. 23:25and forth prompting. But, the real
  760. 23:27unlock here, and this is happening in
  761. 23:29the industry more broadly, whether it's
  762. 23:31Grok, bot, town, instinct. I mean,
  763. 23:34there's many products doing this, but
  764. 23:36it's it's adding a virtual machine
  765. 23:38behind the scenes where like the agent
  766. 23:40can control a computer for you and log
  767. 23:43in and do things. And that's a that's a
  768. 23:45huge change, I think, for people who
  769. 23:46only know AI from
  770. 23:47>> And it's it's long-lived. So, it's So,
  771. 23:50basically, instead of the model with
  772. 23:54like Meta AI or ChatGPT or Gemini or
  773. 23:56whatever you use, where you send one
  774. 23:58prompt and then it gives an answer, in
  775. 24:00this case, what you basically do is you
  776. 24:02give it projects or you give it goals.
  777. 24:04And then it just works and it works 24/7
  778. 24:07and it like doesn't stop until it's
  779. 24:09helped achieve the goals.
  780. 24:10>> telling me it studies overnight, is what
  781. 24:12you guys call it?
  782. 24:13>> Studies it like it kind of consolidates
  783. 24:15its reflections into into memory. It It
  784. 24:18basically just works on projects. And it
  785. 24:20can also suggest new projects. So, yeah,
  786. 24:24I mean, I was like I like play the
  787. 24:26computer game Civilization with one of
  788. 24:28my daughters and like, it was like,
  789. 24:30"Hey, do you want to make like a
  790. 24:31strategy guide for her?" I was like,
  791. 24:33"Yeah, sure." So, it was like, "Okay,
  792. 24:34now that we have the strategy guide, do
  793. 24:36you want me to like expand the strategy
  794. 24:39guide so it can also teach historical
  795. 24:41lessons about different civilizations?"
  796. 24:43I was like,
  797. 24:44"Yeah, sure. Why not?" So, it just So,
  798. 24:45it just kind of like built a new tab in
  799. 24:47in the app that it made and
  800. 24:49that was that was that was very cool.
  801. 24:50So, it can kind of just like expand and
  802. 24:52and
  803. 24:52>> It's proactive.
  804. 24:53>> Yeah, it suggests things. And mean, of
  805. 24:55the things that I think is interesting
  806. 24:57is that it
  807. 24:58I think it's just going to be able to
  808. 25:00like make people money and save people
  809. 25:01money.
  810. 25:02>> Yeah, I mean, part of the part of what's
  811. 25:04interesting here is the economic model
  812. 25:06for how we're pricing it. I mean,
  813. 25:08you can pay for a subscription if you
  814. 25:10want to if you basically kind of want to
  815. 25:11have that that model, but
  816. 25:14we're also just making it so that you
  817. 25:15can get a very large amount of usage for
  818. 25:17free. I think we're we're offering
  819. 25:19something I think to start it's like 100
  820. 25:21million tokens a week for for free like
  821. 25:23and and you get this virtual machine.
  822. 25:26So, it's like a a lot of kind of
  823. 25:27computer.
  824. 25:28>> That's That's a good meme. It's a lot of
  825. 25:29computer.
  826. 25:30>> of computer. Yeah, but the reason for
  827. 25:33why we're doing this is we basically are
  828. 25:35confident in standing behind the fact
  829. 25:37that we think that this is going to
  830. 25:39effectively for people who are going to
  831. 25:40use it for running a small business or
  832. 25:43making money or transactions or commerce
  833. 25:45in some way, we actually just think it's
  834. 25:47going to make so much money for people
  835. 25:49that
  836. 25:50that the business model over time that
  837. 25:51we expect is to effectively just take a
  838. 25:54very small cut of whatever the
  839. 25:56transaction is. Um
  840. 25:58>> Take rate business. Small, yeah.
  841. 25:59>> Yeah, and not even necessarily the
  842. 26:01person paying for it. It'll come from
  843. 26:02the businesses that they're working
  844. 26:03with. But, um
  845. 26:04>> And you're working with Stripe on
  846. 26:05payments and yeah.
  847. 26:07>> Yeah. So, but my view is like we should
  848. 26:09be able to have a service that you make
  849. 26:12free for the vast vast majority of
  850. 26:15people.
  851. 26:16Um which again is critical if you want
  852. 26:18to build up this future for everyone
  853. 26:19where everyone has
  854. 26:21um has these powerful super intelligence
  855. 26:23agents.
  856. 26:24Um I think an important part of making
  857. 26:25something available to everyone is
  858. 26:26making it affordable. So, we want to
  859. 26:28make it so that this is free. So,
  860. 26:30there's this just this huge amount of
  861. 26:31usage that you get and we're basically
  862. 26:32just standing behind that and saying we
  863. 26:34think that this thing is actually going
  864. 26:36to make you money and save you money and
  865. 26:38that is how you're it's going to pay for
  866. 26:40itself.
  867. 26:40>> And Meta's services can connect into it,
  868. 26:43right? So, you could theoretically
  869. 26:44manage your ad spend on Instagram, all
  870. 26:48that stuff.
  871. 26:48>> Well, you have to you connect it. You
  872. 26:50Yeah. connect it to whatever you want.
  873. 26:51You know, it does work with meta
  874. 26:52services if you want. I mean, you
  875. 26:54absolutely don't have to connect it if
  876. 26:55you don't want to. Sorry, if I'm you're
  877. 26:56using it to
  878. 26:58to run a business, it can basically just
  879. 27:00connect to our ad systems. I mean, you
  880. 27:01can ask it to to make something for you.
  881. 27:04It can it can kind of help you make the
  882. 27:06product and then it can help run the
  883. 27:07business. So,
  884. 27:08um so, all this stuff like it just do
  885. 27:10that in a loop and just do it forever
  886. 27:12for, you know, 24/7. So, and every time
  887. 27:14we release a new model, which, you know,
  888. 27:17we've been on this cadence of shipping
  889. 27:19a, you know, meaningful update like
  890. 27:20every month. It's going to get smarter
  891. 27:23or just going to get more capable and
  892. 27:24enabled to do more and more stuff.
  893. 27:25>> And something your team was telling me
  894. 27:27that I haven't heard this approach used
  895. 27:29elsewhere is this fleet concept where
  896. 27:31you're letting the fleet of muse agents
  897. 27:33learn together.
  898. 27:34>> So, that was the ideas and suggestions
  899. 27:36thing. So, you open up the app.
  900. 27:37The main tab is basically your chat with
  901. 27:41with your muse. There's a tab for
  902. 27:44basically ideas
  903. 27:46from the things that you've told it how
  904. 27:47it can expand those. So, that's the
  905. 27:49thing I was saying, which is, you know,
  906. 27:51first it helped me make the strategy
  907. 27:52guide for playing Civilization with my
  908. 27:53daughter, then it helped expand that
  909. 27:54into historical lessons. That was it
  910. 27:56came up with that idea. And then I was
  911. 27:58just like, "Yeah, sure, do it." Um
  912. 28:00then it it it finds all these ways to
  913. 28:02basically augment itself. I mean, the
  914. 28:03like MMA like
  915. 28:06coaching thing, it like comes up with
  916. 28:07ideas for how to make it better. It's
  917. 28:09like, "Would you like me to like get
  918. 28:11better at
  919. 28:12um finding the right frame to send you?"
  920. 28:13It's like, "Yeah, good. Go do that." So,
  921. 28:16yeah, the the ideas thing I think is
  922. 28:18important because then you basically
  923. 28:19across the fleet can find people who are
  924. 28:21interested in different things. I I
  925. 28:23think I I I I guess taking a step back,
  926. 28:25one of the big issues that I think
  927. 28:26exists with AI is a lot of people don't
  928. 28:28know what to do with it. Yeah. So, I
  929. 28:29think if if the if the agent can itself
  930. 28:32help you suggest things that it can do
  931. 28:35to be helpful for you, then that solves
  932. 28:37a huge part of this problem of making it
  933. 28:40so that um
  934. 28:42you can get the most out of it.
  935. 28:43>> When you're introducing like network
  936. 28:45effect learning for agents, which no
  937. 28:47one's really done, where basically the
  938. 28:49agents are learning anonymized insights
  939. 28:52from the rest of the fleet.
  940. 28:53>> Mhm.
  941. 28:54>> And I mean, you're like the king of
  942. 28:55network effects. Like, I I'm I'm really
  943. 28:57interested in this idea cuz I I don't
  944. 28:59think anyone's doing this.
  945. 29:00>> Yeah, no, I think that right now, I
  946. 29:03think most of the industry is thinking
  947. 29:05about agents as like a single-player
  948. 29:07game, where it's like you have your
  949. 29:09agent and and you use it. And there are
  950. 29:11going to be all these interesting things
  951. 29:13that basically you can do by having the
  952. 29:15agents interact with each other. And we
  953. 29:17already have all these interesting
  954. 29:18examples internally where, you know,
  955. 29:20people have their agents interacting
  956. 29:21with each other. This isn't like
  957. 29:23for the most part rolling out in this
  958. 29:24release, but it's it's going to be like
  959. 29:26an important part of how um I think this
  960. 29:29works over time is just like as more of
  961. 29:32the people who you know start using
  962. 29:34Muse, it just gets better for everyone.
  963. 29:36>> And is that the differentiator as, you
  964. 29:39know, you could buy the idea models
  965. 29:41continue to like commodify at the
  966. 29:42frontier, essentially, or you know, the
  967. 29:45products all start to look similar,
  968. 29:46similar kinds of harnesses, is the
  969. 29:48network effects of that learning the
  970. 29:49real edge?
  971. 29:50>> Well, I think that there's a few things
  972. 29:52that are that are kind of unique that
  973. 29:54we're doing. One is we're designing the
  974. 29:56models from the ground up to uh to
  975. 29:58basically be good for this use case,
  976. 30:00which I think really matters. Two is um
  977. 30:04is basically I do think we have this
  978. 30:05social DNA as a company where helping
  979. 30:08people use the AI and agent to
  980. 30:11like enhance their relationships and
  981. 30:13strengthen your relationships and get
  982. 30:15more out of like kind of the the soft
  983. 30:17but very important parts of your life. I
  984. 30:19think that that's something that we're
  985. 30:20probably just going to be more attentive
  986. 30:21to as a company than any of the other
  987. 30:24labs.
  988. 30:24>> Mhm.
  989. 30:25>> The third thing that I would say is
  990. 30:27actually going to be a major
  991. 30:28differentiator for us
  992. 30:30that I I think um it might be surprising
  993. 30:33to some people is privacy and security.
  994. 30:36And we're investing in this just a huge,
  995. 30:37huge amount. And, you know,
  996. 30:40part of the view that we have on this is
  997. 30:42that in order for this to be useful, it
  998. 30:44needs to not just have state of the art
  999. 30:47intelligence, it needs to really
  1000. 30:49understand you. Right? So, in order to
  1001. 30:50be able to understand your goals, so you
  1002. 30:52can end up connecting it to all the
  1003. 30:53stuff, right? You you talked about, you
  1004. 30:54know, connecting it to your
  1005. 30:56your ad system, but people connect it to
  1006. 30:58messaging and email and all this all
  1007. 31:01this stuff, health information,
  1008. 31:02whatever. And
  1009. 31:04in order to do that,
  1010. 31:05people need to have a very high degree
  1011. 31:09of confidence in the system.
  1012. 31:10>> Yeah.
  1013. 31:10>> Now, the good news here is that you
  1014. 31:14know, Meta has spent at this point more
  1015. 31:16than 10 years focusing on building
  1016. 31:20WhatsApp into, I think like it is the
  1017. 31:23largest
  1018. 31:25like global end-to-end encrypted system,
  1019. 31:27and we've designed it in a way
  1020. 31:29where even Meta can't see the messages
  1021. 31:33that people send, and that's been
  1022. 31:35this just really transformative thing. I
  1023. 31:37think it makes it so people trust
  1024. 31:38WhatsApp. It's also been a very
  1025. 31:40important lesson for Meta to learn that
  1026. 31:42like that has been really important to
  1027. 31:44our success with WhatsApp. That we've
  1028. 31:46designed the systems that even we can't
  1029. 31:48see the content. That means that
  1030. 31:50whatever people are worried about, if
  1031. 31:51they're worried about
  1032. 31:53you know, government getting access to
  1033. 31:54it, a hacker getting access to it,
  1034. 31:55someone at Meta doing something bad with
  1035. 31:57it that they don't want,
  1036. 31:58all that stuff you can kind of take off
  1037. 32:00the table if you design the system so
  1038. 32:02that you can't see it. So, we took that
  1039. 32:04as one of the foundational lessons when
  1040. 32:06we were getting started with this. Not
  1041. 32:08and I actually you know, personally
  1042. 32:10recruited Moxie Marlinspike.
  1043. 32:12>> Founder of Signal.
  1044. 32:13>> Yeah, and the one of the person one of
  1045. 32:15the people who helped us build the
  1046. 32:16WhatsApp end-to-end encryption back in
  1047. 32:18the day and back in 2014, he joined to
  1048. 32:21specifically work on this confidential
  1049. 32:23VM project, which makes it so that we
  1050. 32:27can you can have your virtual machine
  1051. 32:29and have all this information in your
  1052. 32:31muse, and we can make the commitment
  1053. 32:33that even Meta Mhm. see the content that
  1054. 32:36is in there.
  1055. 32:36>> And you can do this technically.
  1056. 32:38>> It's It's a It's a like an incredible
  1057. 32:40>> Like the commitment can be technically
  1058. 32:41verified. Yeah.
  1059. 32:42>> So So that and that's something that
  1060. 32:44we're going to publish more about in the
  1061. 32:45coming weeks. Um as as we as we
  1062. 32:48basically get get closer to rolling this
  1063. 32:50out a lot more widely.
  1064. 32:52Um
  1065. 32:52>> And of out of all these early VM efforts
  1066. 32:54that these labs are doing with these
  1067. 32:55agents, you think this is unique what
  1068. 32:57you're doing? You It's a
  1069. 32:58>> I don't think anyone is doing that. I
  1070. 32:59don't think anyone's doing that.
  1071. 32:59>> I mean
  1072. 33:00>> I think that there's I mean there's a
  1073. 33:01lot of other security measures that
  1074. 33:04we're putting in place that I think are
  1075. 33:05we should talk through. Um because I
  1076. 33:07mean, you know, even before this is
  1077. 33:09ready, like there's there's that and
  1078. 33:10even people who don't want to use this,
  1079. 33:11there's there it's like incredibly
  1080. 33:12secure cuz we focused on this from the
  1081. 33:14beginning. But um
  1082. 33:16>> There's also like the auto approve, like
  1083. 33:17you have to see what it's doing.
  1084. 33:19>> So let's get into all that stuff in a
  1085. 33:20second. But the
  1086. 33:21But I'm not aware of anyone having
  1087. 33:25anything close to the confidential VM
  1088. 33:27>> Yeah.
  1089. 33:27>> system that that Muse has. And it's just
  1090. 33:30I think it's a very fundamental thing
  1091. 33:31because you're you're like you want to
  1092. 33:33know that this is your agent. And that
  1093. 33:36that if you put content in there that um
  1094. 33:40that basically you can trust that no one
  1095. 33:42else is going to get access to it. So
  1096. 33:43what are the two ways to do it? Well, a
  1097. 33:45lot of people earlier in the year when
  1098. 33:47stuff like OpenClaw came out, they start
  1099. 33:49getting Mac Studios and you know, one
  1100. 33:50way to feel good about it is well, you
  1101. 33:52literally like you physically have your
  1102. 33:53device running in your home. But the
  1103. 33:56other way to do it is you build a a kind
  1104. 33:58of That's going to be tricky cuz they're
  1105. 34:00they're I don't think they're going to
  1106. 34:01be billions of people who are going to
  1107. 34:02buy a Mac Studio and configure it and
  1108. 34:03run it at their home.
  1109. 34:04>> Especially with RAM prices right now and
  1110. 34:06yeah.
  1111. 34:06>> So But but it's also just it's like
  1112. 34:08technically difficult. Right? It's like
  1113. 34:09I mean, part of what we were trying to
  1114. 34:11do with Muse is build a version of that
  1115. 34:13personal agent experience that just
  1116. 34:14works that I can like give to everyone
  1117. 34:16in my family of various levels of
  1118. 34:18technical literacy and like it just
  1119. 34:20works and then within a day it's like
  1120. 34:22doing kind of all the stuff that they
  1121. 34:24that they want in their life. So part of
  1122. 34:25that is like you don't want someone to
  1123. 34:26have to set up their own computer or VM.
  1124. 34:29You just kind of like want to be able to
  1125. 34:30provision it in the cloud, but you want
  1126. 34:32it to have
  1127. 34:33the security and confidentiality that
  1128. 34:36you'd have if you had the box sitting
  1129. 34:38under your desk like in your house.
  1130. 34:40>> Sure.
  1131. 34:41>> Um
  1132. 34:42so I think that's a very fundamental
  1133. 34:44thing.
  1134. 34:45Um like you said, there there's other
  1135. 34:46pieces too because I mean not everyone
  1136. 34:47is going to use that. They I mean we
  1137. 34:49built the secure credential store right
  1138. 34:50where you're there's no reason for you
  1139. 34:53to just like store out in the open like
  1140. 34:55all your your kind of your credit card
  1141. 34:57and your password
  1142. 34:58>> one-time card numbers or whatever.
  1143. 35:00>> Yeah, so so your agent like shouldn't
  1144. 35:01know that stuff. It should just be able
  1145. 35:03to kind of access it
  1146. 35:05um when it needs to because you've asked
  1147. 35:07it to log into a thing and and know
  1148. 35:08other and
  1149. 35:10um not otherwise. Um it's actually not a
  1150. 35:12single thing. Um you have your kind of
  1151. 35:14core agent
  1152. 35:15>> Mhm.
  1153. 35:16>> but we also built
  1154. 35:17all these sentinel agents that basically
  1155. 35:19monitor the incoming and outgoing
  1156. 35:22traffic and data that your that your
  1157. 35:24agent is sending for the purpose of
  1158. 35:26flagging to you
  1159. 35:28>> Mhm.
  1160. 35:28>> um when you might want to review
  1161. 35:30something. So that's all that the
  1162. 35:32sentinels do is is effectively
  1163. 35:35they they kind of look at they they try
  1164. 35:37to see if someone's trying to do like a
  1165. 35:38prompt injection. They look at okay, did
  1166. 35:40your Muse agent share something that
  1167. 35:43that is kind of going out that um is not
  1168. 35:45something that you might be comfortable
  1169. 35:47with? If so, then the sentinel agent is
  1170. 35:49basically empowered to
  1171. 35:51trigger this human in the loop review.
  1172. 35:53So if you're going to log into
  1173. 35:54something, if you're going to do a
  1174. 35:55payment, um if you're going to transfer,
  1175. 35:58um
  1176. 35:58kind of sensitive information
  1177. 36:01you basically each time need to to
  1178. 36:03approve it and you can tell it I'm I'm
  1179. 36:05good with with stuff like this in
  1180. 36:06general like always allow this kind of
  1181. 36:07thing, but but in general the Muse agent
  1182. 36:09can't kind of make those judgments
  1183. 36:11itself. It's and that's like built into
  1184. 36:13the system and the architecture in a
  1185. 36:15pretty deep way. And then even when we
  1186. 36:17do things like
  1187. 36:19you know, all the connectors you connect
  1188. 36:20it to your email
  1189. 36:21um
  1190. 36:22you know, I I think some people when
  1191. 36:24they've designed this
  1192. 36:25they just kind of make it so okay, you
  1193. 36:27connect and now you have access to
  1194. 36:28everything, but uh the approach that
  1195. 36:30we've taken is like all right, if you
  1196. 36:31connect to your email,
  1197. 36:33like it should start read only.
  1198. 36:35>> Mhm.
  1199. 36:35>> Right? And then if you want to like be
  1200. 36:37able to have it send an email, then
  1201. 36:38fine, like go go ask it for that
  1202. 36:40specifically, right?
  1203. 36:41>> Especially most people trying this have
  1204. 36:42probably never tried a product like
  1205. 36:43this, so it's
  1206. 36:44>> Yeah. Yeah.
  1207. 36:45>> So so this is like a core design
  1208. 36:46principle for us is like is basically
  1209. 36:49least privilege.
  1210. 36:50>> Yeah.
  1211. 36:50>> Right? So just like yes, you're going to
  1212. 36:52ask it to do a lot of things at each
  1213. 36:53step along the way, get access to the
  1214. 36:55least privilege that you need and only
  1215. 36:57add to that as necessary. So I mean this
  1216. 36:59is like very fundamental in the design
  1217. 37:01of the product. And if you look at all
  1218. 37:02the other agents that are out there, I
  1219. 37:04think like no one else is anywhere close
  1220. 37:06to the level of of kind of
  1221. 37:07sophistication or depth that that we've
  1222. 37:10built into this. And again, it's sort of
  1223. 37:12informed by our experience building
  1224. 37:14WhatsApp into this like state-of-the-art
  1225. 37:17end-to-end encrypted system around the
  1226. 37:18world and the importance of building a
  1227. 37:20system where even Meta can't see the
  1228. 37:21content. And um so kind of getting the
  1229. 37:23band back together and having
  1230. 37:24>> Oxy
  1231. 37:25>> like architect this has been I think one
  1232. 37:27of the foundational things that in some
  1233. 37:29ways it may not be what what some people
  1234. 37:31would
  1235. 37:32would think Meta would focus on, but but
  1236. 37:34like, you know, we're we're kind of you
  1237. 37:36know, it's interesting, we're two
  1238. 37:37things. I mean social media is it's like
  1239. 37:39not, you know, it's inherently about
  1240. 37:40sharing.
  1241. 37:41>> Mhm.
  1242. 37:41>> But then there's all these other things
  1243. 37:42that are inherently about kind of
  1244. 37:43privacy and sensitive contexts. And
  1245. 37:45we've done well at both of those.
  1246. 37:47>> Yeah.
  1247. 37:47>> So I think that this is this is more the
  1248. 37:48latter. It's going to be very important
  1249. 37:50to to just um be extremely focused on
  1250. 37:53how we handle that that content.
  1251. 37:55>> Mercury is a modern take on banking,
  1252. 37:58built for startups like mine. When I
  1253. 37:59decided to start my media business,
  1254. 38:01Mercury was by far the most
  1255. 38:03straightforward, full-featured banking
  1256. 38:05solution for me to set up quickly. The
  1257. 38:07interface is intuitive and simple,
  1258. 38:09saving me valuable time every day. I use
  1259. 38:11Mercury to track my spending, bills, and
  1260. 38:14invoicing. I love that I can delegate
  1261. 38:16permissions to my team, so they can keep
  1262. 38:17things running for me in exactly the way
  1263. 38:19I want them to. My favorite part is how
  1264. 38:21forward-looking Mercury is with AI.
  1265. 38:24Legacy banks are stuck in the past, but
  1266. 38:26Mercury is built for how modern software
  1267. 38:28works today. I use its built-in command
  1268. 38:30assistant to analyze cash flow and help
  1269. 38:33me move money, and Mercury also connects
  1270. 38:35to other AI tools like ChatGPT and
  1271. 38:37Claude. I use this feature all the time,
  1272. 38:39and the folks at Mercury actually let me
  1273. 38:40know that I'm one of the top users of
  1274. 38:42it. So, trust me, it's finally easy to
  1275. 38:44get real-time financial data about your
  1276. 38:47business wherever you need it. Visit
  1277. 38:49mercury.com to learn more and apply
  1278. 38:51online in minutes. Mercury is a fintech
  1279. 38:53company, not a FDIC-insured bank.
  1280. 38:55Banking services provided through Choice
  1281. 38:57Financial Group and Column N.A., members
  1282. 38:59FDIC. I spend a lot of time context
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  1287. 39:09easy-to-use AI notepad for meetings that
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  1289. 39:13use Granola to recall what was said in
  1290. 39:15meetings and create helpful summaries. I
  1291. 39:17use it every day to stay on top of what
  1292. 39:19I need to get done with my team. It
  1293. 39:21connects to my email and suggests
  1294. 39:23follow-ups for me to quickly review and
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  1296. 39:27isn't just a core part of my workflow,
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  1301. 39:38context it has, but when that context is
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  1341. 41:06>> Do you think this is a winner-take-all
  1342. 41:08market, this personal agent market? I I
  1343. 41:12think that there's going to be
  1344. 41:14quite a bit.
  1345. 41:14>> I mean, even things that people think
  1346. 41:16are winner-take-all usually aren't. So,
  1347. 41:18I think it's
  1348. 41:19I think that's
  1349. 41:20>> Cuz you've dealt in this business of
  1350. 41:22network effects that they're incredibly
  1351. 41:23durable. It's not winner-take-all, but
  1352. 41:25it ends up being several at real scale.
  1353. 41:28You There's not a ton.
  1354. 41:29>> Well, there's a lot. I mean, there's
  1355. 41:30yeah.
  1356. 41:31>> Yeah, you could probably count on two
  1357. 41:32hands how many products have over 2
  1358. 41:33billion users, right? Like it's the
  1359. 41:35scale begets scale. And I'm wondering if
  1360. 41:37how you're thinking about like personal
  1361. 41:39agents. Like is this all totally
  1362. 41:41different paradigm where it's going to
  1363. 41:44be many everyone has
  1364. 41:45>> I think that this is it's a very deep
  1365. 41:47area to work in.
  1366. 41:48>> Yeah.
  1367. 41:48>> So, my guess is that there probably
  1368. 41:51aren't going to be more than a a dozen
  1369. 41:54companies that have the sophistication
  1370. 41:55to go do state-of-the-art work in that.
  1371. 41:57So, I think, you know, whether there are
  1372. 41:58network effects or not, there's usually
  1373. 42:00some kind of power law like distribution
  1374. 42:03around if you're the best at something,
  1375. 42:05usually you end up getting a a lot of
  1376. 42:07the usage.
  1377. 42:08Um and I think a lot of the nuance ends
  1378. 42:10up coming from, well, there are
  1379. 42:13it turns out there there are all these
  1380. 42:14different uses that people care about.
  1381. 42:15So, you can be the best at different
  1382. 42:16things.
  1383. 42:18Um and we will try to be the best at as
  1384. 42:20many of these things as possible, but
  1385. 42:23you know, does
  1386. 42:24building the thing that helps you with
  1387. 42:26your relationships end up being a
  1388. 42:28somewhat different thing than the
  1389. 42:30personal agent that is the best at
  1390. 42:32helping you build a small business?
  1391. 42:34Maybe.
  1392. 42:34>> Mhm. I mean, I think that like I'd argue
  1393. 42:36maybe Meta's
  1394. 42:37very well positioned to win at both of
  1395. 42:39those. I mean, we serve hundreds of
  1396. 42:40millions of small
  1397. 42:41um of small businesses
  1398. 42:42and we serve billions of people. So, so
  1399. 42:44maybe we can be the best at both of
  1400. 42:46those things, but there are probably
  1401. 42:48categories that Meta isn't going to be
  1402. 42:49the best at and then the question is
  1403. 42:51just how big are those? Right? I would
  1404. 42:53guess that even with the ability to have
  1405. 42:55this like very secure confidential VM in
  1406. 42:58the cloud, there probably going to be
  1407. 42:59some people who still want the the Mac
  1408. 43:01Studio at home.
  1409. 43:02>> Yeah.
  1410. 43:02>> But but how many is that going to be?
  1411. 43:04Right? It'll be like maybe it's
  1412. 43:06millions, but I doubt it's billions.
  1413. 43:08>> Yeah.
  1414. 43:08>> So, it's just I think there's just the
  1415. 43:09question of like what different people
  1416. 43:11optimize for and we'll try to make this
  1417. 43:13as good as possible. But I do think that
  1418. 43:15if we build something that ends up being
  1419. 43:17um
  1420. 43:18just uh
  1421. 43:20very useful for, you know, people
  1422. 43:22generally in their day-to-day lives, one
  1423. 43:24of the things that I think Meta is the
  1424. 43:26best at
  1425. 43:27is taking a product that works for
  1426. 43:29consumers and distributing it to a lot
  1427. 43:30of people.
  1428. 43:31>> Sure.
  1429. 43:31>> So, that is is one that I think is um
  1430. 43:34you know, once we get this humming, um I
  1431. 43:37think we will be able to get this in
  1432. 43:38front of, you know, many hundreds of
  1433. 43:40millions of people and eventually
  1434. 43:41billions of people and I think that's
  1435. 43:43something that that that we can do quite
  1436. 43:45well.
  1437. 43:45>> And it coexists with Meta AI or do you
  1438. 43:47see those as separate?
  1439. 43:48>> so.
  1440. 43:50Um we'll see over time. I mean, I think
  1441. 43:51right now they have somewhat different
  1442. 43:53flavors. I mean, I use both of them. I
  1443. 43:56mean, uh Muse is
  1444. 43:58uh
  1445. 43:59you know, it's more conversational and
  1446. 44:00it kind of interprets the questions that
  1447. 44:02you ask it
  1448. 44:04more as trying to understand you and
  1449. 44:07what you might want over the long term.
  1450. 44:08So, it's more likely if you ask it
  1451. 44:09something for it to just go off and work
  1452. 44:11on a thing for a long time based on a
  1453. 44:14thing that you said. Where sometimes you
  1454. 44:16you know, you sometimes you're just
  1455. 44:17asking a question and you want like a
  1456. 44:19very like a an answer to it and um so, I
  1457. 44:23think that's more the type of thing that
  1458. 44:25I use Meta AI for. But,
  1459. 44:27but we'll see. Maybe that maybe they'll
  1460. 44:28they'll converge over time, but but I'm
  1461. 44:30not I'm not sure.
  1462. 44:31>> Semi analysis, I'm not sure if you saw
  1463. 44:32it. They had a pretty bullish piece
  1464. 44:34about you in July. Um they said that
  1465. 44:37Meta has the best shot at catching up in
  1466. 44:39AI and Anthropic on the frontier in
  1467. 44:40terms of model progress. And um
  1468. 44:42interesting quote, I thought it was like
  1469. 44:44what matters for MSL is the slope, not
  1470. 44:46the intercept. And then I saw there was
  1471. 44:48this recent chart by Artificial
  1472. 44:50Analysis, which was showing the latest
  1473. 44:52model you guys have, Muse Spark, behind
  1474. 44:54only Claude, I think it was Fable 5.1
  1475. 44:57and Opus 5. This was very recent.
  1476. 44:59So, the progress you guys are making on
  1477. 45:01the models is is picking up. And we've
  1478. 45:03been talking about this over the last
  1479. 45:04year.
  1480. 45:05>> Yeah.
  1481. 45:05>> And you rebooted the lab last year. How
  1482. 45:07has that practically happened
  1483. 45:08internally? Like what would you
  1484. 45:09attribute the the gains you're seeing
  1485. 45:12to?
  1486. 45:12>> Well,
  1487. 45:13>> has it been culture? Like what what's
  1488. 45:15>> mean, well, we rebooted the team when we
  1489. 45:17created um
  1490. 45:18>> Sure. Which is was very public. You were
  1491. 45:20hiring all those people.
  1492. 45:21>> I mean, the way I've I thought about
  1493. 45:22this is you know, Meta is it's a company
  1494. 45:25that is
  1495. 45:27a leader in machine learning for a long
  1496. 45:29time. If you think about like the feeds
  1497. 45:31on Facebook or Instagram or ad system or
  1498. 45:34the integrity system that like needs to
  1499. 45:36find all this content that is that's
  1500. 45:38like unfit to be on the internet. I
  1501. 45:41mean, those are basically all machine
  1502. 45:42learning systems and we've built kind of
  1503. 45:44state of the art leading systems in
  1504. 45:45those areas. So, when LLMs started um
  1505. 45:51getting traction, we had fair as a lab
  1506. 45:53that did the early work on Llama, but we
  1507. 45:55needed to kind of productionize that and
  1508. 45:57build it into these this more kind of
  1509. 45:59industrial process for um scaling it to
  1510. 46:03be larger as as the scaling laws
  1511. 46:04predicted would would yield all these
  1512. 46:06results. And I think at the time I made
  1513. 46:09this mistake of
  1514. 46:11just kind of assuming that because we
  1515. 46:13were good at all these other types of
  1516. 46:15machine learning, the approach of
  1517. 46:17building and scaling LLM's would be kind
  1518. 46:19of similar to that. And in practice,
  1519. 46:22there are a lot of very different
  1520. 46:24dynamics. So, the first approach that we
  1521. 46:27took, you know, through Lama 4, it got
  1522. 46:30us, you know, so far. I mean, Lama 3 was
  1523. 46:32a good model. I was more optimistic
  1524. 46:34about where Lama 4 would go, and then it
  1525. 46:35just it you know, when we launched that,
  1526. 46:37I think it we were off the trajectory
  1527. 46:40that we needed to be on. So, it's like,
  1528. 46:41okay, we need to we need to change
  1529. 46:42something. But
  1530. 46:44that's when I kind of got
  1531. 46:47more religion around talent density,
  1532. 46:50right? It's like this isn't just a
  1533. 46:51system where you can have
  1534. 46:53you know, like a thousand people working
  1535. 46:55on it, running experiments. Like you
  1536. 46:57really just kind of want in some ways
  1537. 46:59almost the smallest group of people that
  1538. 47:01you can, who can keep the thing in their
  1539. 47:02head,
  1540. 47:03who can work together as sort of like a
  1541. 47:05group science project. And
  1542. 47:07if there's only a small number of seats
  1543. 47:09on the team, then you know, each seat
  1544. 47:11getting the very best person is
  1545. 47:12incredibly important. So, I ended up
  1546. 47:14spending a huge amount of my own
  1547. 47:16personal time
  1548. 47:17doing that. And I also I wanted to be
  1549. 47:20closer technically to the work,
  1550. 47:23so that way I could I could understand
  1551. 47:24and help guide the company to to do the
  1552. 47:27things that we needed to do more
  1553. 47:28broadly. So, we built out the lab built
  1554. 47:30it out like literally around where I sit
  1555. 47:32in the the office. So, it's like the
  1556. 47:33group is kind of around that. And we've
  1557. 47:36significantly ramped up
  1558. 47:38the compute investments as we've gained
  1559. 47:40confidence in the quality of the work
  1560. 47:41that we're doing. So, we're building out
  1561. 47:43you know, many many gigawatts of of of
  1562. 47:45compute. And you know, we expect to be
  1563. 47:47leaders on on that front. And we should
  1564. 47:50be. I mean, we have many years of
  1565. 47:51experience,
  1566. 47:52decades of experience building out data
  1567. 47:54centers. And unlike some of the other
  1568. 47:56labs, I mean, we're just like we're
  1569. 47:58extremely profitable business, right?
  1570. 48:00So, it's um
  1571. 48:02Yeah, so it's very very helpful for for
  1572. 48:04kind of making these kind of um
  1573. 48:06investments. So, yeah, so I mean, that's
  1574. 48:08kind of been the journey. And then over
  1575. 48:10the last year
  1576. 48:11um [snorts]
  1577. 48:12you know, we we rebooted the research
  1578. 48:14effort. Um some of the larger clusters,
  1579. 48:17like our you know, gigawatt cluster in
  1580. 48:19in Ohio, Prometheus came online and you
  1581. 48:22know, we're using that to now scale the
  1582. 48:25post-watermelon models. Um and
  1583. 48:28>> Well, watermelon is is basically that's
  1584. 48:30that's shipping soon. So, so we're yeah.
  1585. 48:32>> How soon?
  1586. 48:32>> Um I I mean, that's I'm not Come on.
  1587. 48:35It's uh
  1588. 48:35>> [laughter]
  1589. 48:36>> it's uh
  1590. 48:36we're uh
  1591. 48:37>> Well, watermelon is the code we were
  1592. 48:39talking about this earlier, code names.
  1593. 48:40Like that's the code name you guys that
  1594. 48:41people know about like this is a big
  1595. 48:43model you guys are working on.
  1596. 48:44>> Yeah.
  1597. 48:45>> And and and are coming soon.
  1598. 48:47>> bigger than avocado.
  1599. 48:48>> It is bigger than an watermelon is
  1600. 48:50literally bigger than an avocado.
  1601. 48:52>> bigger.
  1602. 48:53>> Um so, I don't know what fruit gets
  1603. 48:54bigger than
  1604. 48:55>> a watermelon.
  1605. 48:55>> Yeah, and I think we might need to
  1606. 48:57change conventions.
  1607. 48:58>> Okay.
  1608. 48:58>> Yeah. Um
  1609. 49:00>> [laughter]
  1610. 49:00>> I'm sorry. I'm sorry. Yeah, we maybe
  1611. 49:02didn't have as much foresight and and
  1612. 49:03naming things getting better.
  1613. 49:05>> Um
  1614. 49:06cuz you mentioned it, watermelon, are
  1615. 49:08you expecting full soda like
  1616. 49:11uh frontier like what what what do we
  1617. 49:14>> I I mean, I we feel good about it.
  1618. 49:15>> Yeah.
  1619. 49:16>> Um no, it's it's a very big advance.
  1620. 49:18It's a it's a significantly more
  1621. 49:19advanced pre-train and then we're going
  1622. 49:22to continue doing everything that we've
  1623. 49:23learned for post-training.
  1624. 49:25>> Mhm.
  1625. 49:25>> Um yeah, well, I mean, you'll see soon.
  1626. 49:27>> Mhm.
  1627. 49:27>> It's good. It's um we we feel we feel
  1628. 49:29good about it. Um
  1629. 49:31>> You want the company to be pushing the
  1630. 49:33frontier. It's very clear.
  1631. 49:35>> Like you're not Oh, yeah.
  1632. 49:35>> You're not content being right on the
  1633. 49:37edge of the frontier or
  1634. 49:39>> No, I mean, I I think everyone wants to
  1635. 49:40be doing
  1636. 49:41>> Yeah.
  1637. 49:42>> interesting
  1638. 49:42>> Well, I think some people go and look at
  1639. 49:44your cash flow and look at all the other
  1640. 49:45things you've got and go like, well, do
  1641. 49:46you have to be like right at the edge?
  1642. 49:47It's so expensive to do this training.
  1643. 49:49Like just like be right behind and learn
  1644. 49:51and adapt quickly and elevate scale.
  1645. 49:54>> the way that I think about it is No, no,
  1646. 49:55no. I I mean that's not that's not
  1647. 49:57that's not us.
  1648. 49:59I mean I think that the best way to
  1649. 50:00think about Meta is that we are an
  1650. 50:01end-to-end technology company. Right, so
  1651. 50:04even when we were, you know, primarily
  1652. 50:06just building social apps.
  1653. 50:09You know, we were never just an app
  1654. 50:11maker, right? I mean we built like we
  1655. 50:13built the data centers, we built the
  1656. 50:14chips, we built the infrastructure, we
  1657. 50:16built like all this stuff was necessary
  1658. 50:18in order to tune the end-to-end
  1659. 50:20experience to be as good as it is. I
  1660. 50:23think that that's obviously going to be
  1661. 50:24true here, too. And the most important
  1662. 50:26part of the experience going forward is
  1663. 50:28the model. And when you talk about being
  1664. 50:30state of the art,
  1665. 50:32I think the reality is that
  1666. 50:34there's this is a very multi-dimensional
  1667. 50:36problem. And I mean so people publish
  1668. 50:37all these benchmarks, then you have a
  1669. 50:39lot more benchmarks even internally. And
  1670. 50:41um there are different things that your
  1671. 50:43model can be better and worse at that
  1672. 50:46you can focus on and that basically
  1673. 50:47contributes to its personality. And
  1674. 50:50there's some
  1675. 50:51um capabilities that I think are pretty
  1676. 50:53universal, like the ability to code I
  1677. 50:55think is very important because a lot of
  1678. 50:56the things that you talk about even with
  1679. 50:58a personal agent kind of reduce to that.
  1680. 51:01Like the the kind of MMA coaching,
  1681. 51:03visual pipeline, it is a coding project,
  1682. 51:05right? At the end of the day, right?
  1683. 51:06it's like it's writing code. I don't see
  1684. 51:07the code. Um but it it it does that. Um
  1685. 51:11you know, it's like uh
  1686. 51:12you know, someone I gave it to in beta
  1687. 51:14just mentioned to me it's like, "Okay,
  1688. 51:15she um had it make a little Jeopardy
  1689. 51:19game for her friends that she could like
  1690. 51:22cast from her phone to play." And it's
  1691. 51:24just, "Okay, that's code." Right? So So
  1692. 51:25I think there's a bunch of stuff both
  1693. 51:27for Meta's own internal development
  1694. 51:29across the company, for our own
  1695. 51:31advancing of our research program, and
  1696. 51:33as a core capability of what it needs to
  1697. 51:35do, it needs to be excellent at things
  1698. 51:36like that. But then there are other
  1699. 51:38things that
  1700. 51:40I think a model that's going to focus on
  1701. 51:42personal super intelligence needs to be
  1702. 51:43the best at that maybe others don't care
  1703. 51:46as much about. So I mean I'll give you
  1704. 51:48one example, um discretion. Right? So,
  1705. 51:51you're going to tell your Muse agent
  1706. 51:53>> Mhm.
  1707. 51:53>> uh it's going to know a bunch about you
  1708. 51:56and it's going to need to go out into
  1709. 51:57the world and interact to get stuff done
  1710. 51:58for you.
  1711. 51:59>> But not share certain stuff.
  1712. 52:00>> Exactly.
  1713. 52:01>> Yeah.
  1714. 52:01>> So, like let's say you have some kind of
  1715. 52:03allergy or sensitivity or
  1716. 52:06um
  1717. 52:07you know, or you're pregnant and like
  1718. 52:08okay, fine. So, you what you're making a
  1719. 52:10reservation somewhere, you don't
  1720. 52:12necessarily want to say like I'm
  1721. 52:13pregnant. But like but maybe you want to
  1722. 52:14place that has good mocktails. Like I
  1723. 52:16don't know. What what what whatever it
  1724. 52:17is, right? It's like you you kind of
  1725. 52:19want to be able to achieve your goals
  1726. 52:21without
  1727. 52:22having to necessarily reveal a lot about
  1728. 52:25yourself and it needs to know what is
  1729. 52:27sensitive without having to like ask you
  1730. 52:29a million questions.
  1731. 52:30>> something you put into the training.
  1732. 52:32>> That's a specific thing that we care
  1733. 52:33about.
  1734. 52:33>> And and then there's all these reasons
  1735. 52:35why like maybe
  1736. 52:37you know, if you're making Claude code
  1737. 52:38that's less important, right? Because
  1738. 52:40you're like you're you know, you're
  1739. 52:42working on a coding project and you're
  1740. 52:44working with a team in an enterprise and
  1741. 52:47you know, theoretically like if you're
  1742. 52:48within a company, everyone can kind of
  1743. 52:49see the project. So, like it's you don't
  1744. 52:52kind of have that need to be able to
  1745. 52:54differentiate between what is sensitive
  1746. 52:56and what's not and so, there's a lot of
  1747. 52:58stuff like that that I think are like
  1748. 53:00pretty deep. And so, then it's it's kind
  1749. 53:02of like just how in order to build the
  1750. 53:04best Instagram feed, you don't just
  1751. 53:06build like the app, you build the app
  1752. 53:08and the infrastructure and the machine
  1753. 53:10learning research and the chips and the
  1754. 53:11like all the stuff. I think similarly,
  1755. 53:14if you want to build the best personal
  1756. 53:15agent, you're like I just think that
  1757. 53:17there's no way that another company is
  1758. 53:20just going to like take something off
  1759. 53:21the shelf and like post-train it a
  1760. 53:24little bit and be able to do something
  1761. 53:25that is as good as if you designed it
  1762. 53:27from the ground up and put all this data
  1763. 53:29into pre-training to get the
  1764. 53:31capabilities that you want. It's just
  1765. 53:32like it's not going to happen.
  1766. 53:34>> Yeah.
  1767. 53:34>> Like we're going to like definitely, as
  1768. 53:36this compounds over time over several
  1769. 53:38years, have um
  1770. 53:40models that are way more capable for
  1771. 53:42those goals. But we're focused on that.
  1772. 53:45We're also very focused on coding. We're
  1773. 53:47very focused on on kind of
  1774. 53:50the recursive improvement because that's
  1775. 53:51going to be important to stay at the
  1776. 53:52frontier. So there are a few areas that
  1777. 53:54I'd say our research agenda is
  1778. 53:57overlapping with the other labs and then
  1779. 53:58there's a few areas where I think we
  1780. 54:00will have a unique focus and there may
  1781. 54:02be some things that the other labs care
  1782. 54:04about that we don't care about as much
  1783. 54:07and then there're going to be things
  1784. 54:07that we care about more that they don't
  1785. 54:08care about.
  1786. 54:09>> You started this conversation talking
  1787. 54:10about I think it's important to put it
  1788. 54:12in the hands of people, diffusion's
  1789. 54:13important. As you're seeing better
  1790. 54:16models on the horizon, watermelon and
  1791. 54:17what comes after,
  1792. 54:19like what Anthropic and OpenAI are doing
  1793. 54:21which you alluded to where they're
  1794. 54:22holding things back,
  1795. 54:24>> Yeah.
  1796. 54:24>> would you feel like you need to do that
  1797. 54:27if you see certain capabilities that
  1798. 54:29you're like this is just not safe?
  1799. 54:31How do you think about that?
  1800. 54:32>> Well, I mean I think you should design
  1801. 54:33it and train it in order to be safe. And
  1802. 54:36I I think that there's so I think that
  1803. 54:37that's like a thing that you can focus
  1804. 54:39on through the process. I mean there's
  1805. 54:41this I mean some of the reward hacking
  1806. 54:43stuff that all the labs are seeing, it's
  1807. 54:46I mean basically when you're in the
  1808. 54:48middle of the training process, you give
  1809. 54:50it a goal and I think that the best way
  1810. 54:52to kind of think about
  1811. 54:54like the state that the models are at
  1812. 54:55now is that you know maybe 6 months ago
  1813. 54:59you like during training you give the
  1814. 55:00the model some kind of problem that
  1815. 55:03you're trying to ask it to solve. It's
  1816. 55:04kind of like it's homework and and
  1817. 55:05trying to to kind of learn as part of
  1818. 55:07the curriculum
  1819. 55:08and you know maybe it would do what a
  1820. 55:11person would do of like
  1821. 55:13if you you ask it and you give it a a
  1822. 55:15bunch of code and you're like hey
  1823. 55:17there's a bug like somewhere here, the
  1824. 55:18person would probably like look at the
  1825. 55:20code right there and you know then maybe
  1826. 55:22like fan out over time. I think like the
  1827. 55:24new models are just intelligent enough
  1828. 55:27that they would do what I think a very
  1829. 55:28wise person would do which is okay, you
  1830. 55:31give it a problem,
  1831. 55:33the first thing it's going to do is like
  1832. 55:34understand everything about its
  1833. 55:35environment
  1834. 55:37and then
  1835. 55:38answer a question. But, the problem with
  1836. 55:41the reward hacking that we're seeing
  1837. 55:43and that that I think everyone is seeing
  1838. 55:45is that sometimes it ends up being
  1839. 55:46easier to Okay, you asked me to like go
  1840. 55:48solve some coding problem, but actually
  1841. 55:51the easiest way to do that is to I've
  1842. 55:54now examined the whole environment and
  1843. 55:56the easiest way to do this is just
  1844. 55:58change this configuration of like how
  1845. 55:59you have your VM set up.
  1846. 56:01>> It's to get out. It's to hack out.
  1847. 56:02>> Or or even just like change something
  1848. 56:03about the environment. And it's kind of
  1849. 56:05like no, like that's not
  1850. 56:07>> That's not aligned.
  1851. 56:07>> That's not That's not the goal. Like
  1852. 56:09it's like we're actually trying to teach
  1853. 56:10you about how to how to kind of solve a
  1854. 56:13specific type of problem.
  1855. 56:15>> You guys don't train that way, it sounds
  1856. 56:16like. Is that Is it You do not agree
  1857. 56:17with that approach?
  1858. 56:18>> no. No, I think that that's that's
  1859. 56:20that's kind of how everyone trains. I
  1860. 56:21guess what I'm saying is that I think
  1861. 56:22that this is sort of It's like I I want
  1862. 56:25to be careful cuz the the analogy can
  1863. 56:26get stretched pretty quickly, but like
  1864. 56:28there's sort of like an analogy to
  1865. 56:30parenting where you need to establish
  1866. 56:32clear and firm boundaries. Where like if
  1867. 56:35your kind of like security is not
  1868. 56:37strong, then it can do this reward
  1869. 56:40hacking stuff and not learn the thing
  1870. 56:41that you're trying to have it learn. Um
  1871. 56:43whereas if you kind of have good
  1872. 56:45boundaries, then in some ways you're not
  1873. 56:47only teaching it the curriculum that you
  1874. 56:48want, you're I think also over time
  1875. 56:51teaching it better values, too. So, I I
  1876. 56:53kind of think that that ends up being an
  1877. 56:55important piece. And I think that
  1878. 56:57there's a way to do this well, but then
  1879. 56:59you end up with this thing at the end
  1880. 57:01that's very intelligent. And then the
  1881. 57:02question is what is your
  1882. 57:04What is the vision for for how this ends
  1883. 57:06up being positive for society? And
  1884. 57:09my view for that is that the best way to
  1885. 57:11do that is A,
  1886. 57:13there's more opportunity. So, I think
  1887. 57:15like like having it in people's hands
  1888. 57:16that they can get like capture all the
  1889. 57:18opportunity from the capabilities is
  1890. 57:20good. And B is having checks and
  1891. 57:22balances by having this balance of power
  1892. 57:24of having it widely available is going
  1893. 57:26to be um
  1894. 57:28uh probably the right way to handle this
  1895. 57:30rather than just restricting it. And I
  1896. 57:32mean I gave a bunch of these analogies
  1897. 57:33in the in the long piece that I wrote.
  1898. 57:35It's like if one person had a super
  1899. 57:36intelligent lawyer,
  1900. 57:38like maybe they could win cases that
  1901. 57:40they shouldn't be able to win or at some
  1902. 57:42of the time. But if everyone had a super
  1903. 57:44intelligent lawyer, then like it would
  1904. 57:46be kind of
  1905. 57:48it would be this very efficient kind of
  1906. 57:51sparring and no one would be able to let
  1907. 57:53like a stupid argument get get get made
  1908. 57:57and just stand. So, you'd think that in
  1909. 57:58that case like justice would be served
  1910. 58:00way more efficiently and way more
  1911. 58:02fairly. So,
  1912. 58:03I think that that's what you want to
  1913. 58:05have in the world. You want to avoid the
  1914. 58:07case where like one person or a small
  1915. 58:09number of people have the super
  1916. 58:11intelligent lawyer and everyone else
  1917. 58:12doesn't because that ends up being like
  1918. 58:15twisting all of these systems and
  1919. 58:16institutions in ways that are just going
  1920. 58:20to advantage the people who have that.
  1921. 58:21Whereas if you put it in everyone's
  1922. 58:23hands, then I think that the kind of
  1923. 58:25checks and balances work out so that the
  1924. 58:27systems work a lot more efficiently and
  1925. 58:28everyone benefits.
  1926. 58:29>> Does the government in the US have any
  1927. 58:31role to play here, do you think? Is this
  1928. 58:33>> Oh, definitely.
  1929. 58:34>> Like but do you want some kind of
  1930. 58:35national framework? Do you like what do
  1931. 58:38you think is the right approach cuz
  1932. 58:39every the government's very much dealing
  1933. 58:40with this right now.
  1934. 58:41>> My theory on this is that I I think one
  1935. 58:44thing that is interesting and difficult
  1936. 58:46is that it's evolving so quickly. So, I
  1937. 58:48think any kind of specific
  1938. 58:51rigid framework that you put in place,
  1939. 58:53there is a very high chance that it is
  1940. 58:55sort of going to not be sufficient or
  1941. 58:58out of date in a few months anyway. So,
  1942. 59:02our approach, what we've just done, is
  1943. 59:04just kind of partner pretty closely with
  1944. 59:05the government. Right? I think it's this
  1945. 59:07is like an important technology. I think
  1946. 59:09the government should know all the
  1947. 59:10important training runs that are
  1948. 59:12happening.
  1949. 59:13Um we should work with the government
  1950. 59:14proactively um to make sure that they
  1951. 59:17have an understanding of the
  1952. 59:18capabilities that are coming and to the
  1953. 59:20extent that that that we can, we kind of
  1954. 59:22help prepare for it. And from that
  1955. 59:25perspective, you know, I mean, look,
  1956. 59:26whether there's a framework in place or
  1957. 59:28not, I think that's the right thing for
  1958. 59:29an American company to do is work with
  1959. 59:31the American government closely. I think
  1960. 59:33it actually ends up being way more
  1961. 59:35effective because instead of having this
  1962. 59:37like rigid framework for how you
  1963. 59:39interact, it's like the reality is the
  1964. 59:41challenges just end up being different
  1965. 59:43right over time. It's like, okay, now we
  1966. 59:44have the cybersecurity challenges. Maybe
  1967. 59:46in, you know, 6 months we'll have more
  1968. 59:48bio type challenges. Like, we need to
  1969. 59:51make sure that we have the kind of trust
  1970. 59:53and bandwidth of the communication that
  1971. 59:55we have with all the different parts of
  1972. 59:57the government on that to be able to
  1973. 59:59address those in a way that is actually
  1974. 1:00:01the best for people, not just like
  1975. 1:00:03checking some boxes on a process. So,
  1976. 1:00:06I guess
  1977. 1:00:06>> the incentives that already exist, like
  1978. 1:00:08if a model of the meta model got out and
  1979. 1:00:10did a lot of damage, like you're going
  1980. 1:00:11to be liable for that. And like the
  1981. 1:00:12market's going to correct you, right?
  1982. 1:00:14So, there is that already. I think
  1983. 1:00:16people discount that.
  1984. 1:00:17>> Yeah, I also just think that there's
  1985. 1:00:19been, I think Silicon Valley for the
  1986. 1:00:22last maybe, I don't know,
  1987. 1:00:24for a lot of maybe the last 15 years,
  1988. 1:00:26um, has had more of an arms-length
  1989. 1:00:28relationship with the government.
  1990. 1:00:29>> Yeah.
  1991. 1:00:30>> And I just think that this stuff is
  1992. 1:00:32intersecting more with
  1993. 1:00:34the economy, with security, with with
  1994. 1:00:37with a lot of different things that I
  1995. 1:00:38think are relevant
  1996. 1:00:40in ways that that I think you just want
  1997. 1:00:42to have a closer partnership. So,
  1998. 1:00:45that's my that's my own theory. I think
  1999. 1:00:46like, you could have a framework for for
  2000. 1:00:48kind of how this stuff works or you
  2001. 1:00:50could not. Um, I'm sure over time there
  2002. 1:00:52will be like more and more specific
  2003. 1:00:54rules, but my guess is that whatever
  2004. 1:00:57that gets whatever there is, um,
  2005. 1:00:59actually, you know, it's kind of like
  2006. 1:01:01when you're setting up an org, you don't
  2007. 1:01:03really want to like
  2008. 1:01:05like inside a company, you're not trying
  2009. 1:01:06to like ship the org chart of just
  2010. 1:01:07having like one team do what it's
  2011. 1:01:08supposed to do and another team do what
  2012. 1:01:10it's supposed to do.
  2013. 1:01:10>> Mhm.
  2014. 1:01:11>> You kind of want to get the people to
  2015. 1:01:12like like each other and work together
  2016. 1:01:13so that way you don't have all these
  2017. 1:01:15like weird seams in what you're doing.
  2018. 1:01:17>> Mhm.
  2019. 1:01:17>> Um,
  2020. 1:01:18and I would guess that for how important
  2021. 1:01:21AI and superintelligence are going to be
  2022. 1:01:23for the world. Um
  2023. 1:01:26you kind of just want a like
  2024. 1:01:29good knowledge exchange and real trusted
  2025. 1:01:32dialogue more than you want a specific
  2026. 1:01:34process, is my guess. But they're not
  2027. 1:01:36they're not mutually exclusive. So I'm
  2028. 1:01:38and I'm like I I think that that's But
  2029. 1:01:40that's that's at least the part that I
  2030. 1:01:41think we've been we've been very focused
  2031. 1:01:43on.
  2032. 1:01:44Um
  2033. 1:01:44And I think if the other labs did that,
  2034. 1:01:46which I think some of them are doing and
  2035. 1:01:47and maybe others not as much, but I
  2036. 1:01:49think that that would be a very positive
  2037. 1:01:50thing.
  2038. 1:01:51>> When you think about like what's going
  2039. 1:01:52on in the news,
  2040. 1:01:54one of the things that's happening is
  2041. 1:01:56people are starting to see like the
  2042. 1:01:59glasses you guys make. They're going
  2043. 1:02:00very mainstream. You're selling a lot of
  2044. 1:02:02them. And there's this
  2045. 1:02:03>> We are.
  2046. 1:02:04>> And there's this growing um
  2047. 1:02:06I don't know what it is. I don't know
  2048. 1:02:07how much depth there is actually to it,
  2049. 1:02:09but there's this growing concern about
  2050. 1:02:11are people using them to spy? I'm sure
  2051. 1:02:12you've seen some establishments are like
  2052. 1:02:14banning people from coming in and
  2053. 1:02:16wearing the glasses. And I and I'm
  2054. 1:02:17curious like how you were reacting to
  2055. 1:02:20that. And and if you think this is a a
  2056. 1:02:23moment in time that will pass or if you
  2057. 1:02:25feel like this is maybe something that
  2058. 1:02:27is going to be a challenge for a while.
  2059. 1:02:28>> So, I mean my take on this is that we
  2060. 1:02:31designed the glasses from the beginning
  2061. 1:02:34with these privacy considerations in
  2062. 1:02:35mind. I mean we built the light into it.
  2063. 1:02:37So anytime it is recording it's flashing
  2064. 1:02:39a very visible light.
  2065. 1:02:41>> And some people have tried to tamper
  2066. 1:02:42with the light and you guys pushed an
  2067. 1:02:43update I think that broke those.
  2068. 1:02:45>> things. To basically if you try to mess
  2069. 1:02:47with the light
  2070. 1:02:48we just basically break the camera on on
  2071. 1:02:51your on your device. So,
  2072. 1:02:53that's a really important part of this.
  2073. 1:02:56Is basically
  2074. 1:02:57we built we built the product with those
  2075. 1:03:01questions in mind from the beginning. So
  2076. 1:03:03we actually feel quite good about the
  2077. 1:03:04product. I think it If I mean phones
  2078. 1:03:06don't have a light. I mean people go
  2079. 1:03:08around like recording people all the
  2080. 1:03:09time. The glasses are I think way better
  2081. 1:03:12on that front than the other types of
  2082. 1:03:14technology that people use. My take on
  2083. 1:03:16this is that when we launched the
  2084. 1:03:18Glasses a few years back,
  2085. 1:03:20we communicated pretty clearly about the
  2086. 1:03:21steps that we put into it. But,
  2087. 1:03:24like you said, there's now like many,
  2088. 1:03:26many, many millions of people who have
  2089. 1:03:28gotten the Glasses more than, you know,
  2090. 1:03:30had them when we just started launching
  2091. 1:03:31the product. So,
  2092. 1:03:33I think some of that communication that
  2093. 1:03:34we did at the beginning,
  2094. 1:03:37a lot of people either, you know, maybe
  2095. 1:03:39they forgot about or, you know, they
  2096. 1:03:41didn't see at the beginning or they just
  2097. 1:03:42weren't paying attention to it cuz the
  2098. 1:03:43Glasses weren't a big thing. And now
  2099. 1:03:45that I think we've achieved a level of
  2100. 1:03:48mainstream, well, at a minimum, I think
  2101. 1:03:50we need to kind of go and make sure that
  2102. 1:03:53we communicate about what we're doing
  2103. 1:03:55and that yes, we think that this is
  2104. 1:03:56important and in fact so important that
  2105. 1:03:59we designed it into the product from the
  2106. 1:04:00very first version that we that we
  2107. 1:04:02shipped multiple years ago. And I I
  2108. 1:04:04think we I think we just need to make
  2109. 1:04:05sure that people understand how like how
  2110. 1:04:08fundamentally that's built into the
  2111. 1:04:09product. But, but I think we let up on
  2112. 1:04:11that a little bit and just kind of
  2113. 1:04:13focused on
  2114. 1:04:15okay, they're great-looking Glasses. Um,
  2115. 1:04:17you know, there's there's all these
  2116. 1:04:18designs. I mean, that's kind of been
  2117. 1:04:20more of the focus on like we we felt
  2118. 1:04:22like we kind of addressed the that those
  2119. 1:04:24set of concerns early on and then since
  2120. 1:04:26then have just been increasing the value
  2121. 1:04:27and the utility of them and the designs.
  2122. 1:04:30But, I think we need to make sure that
  2123. 1:04:31we communicate this piece really
  2124. 1:04:32clearly. But, it's something we've cared
  2125. 1:04:33about from the beginning and I think
  2126. 1:04:34we're in a good we're in a good position
  2127. 1:04:35on it. But, when look, people care about
  2128. 1:04:37this stuff. So, it's important.
  2129. 1:04:38>> was a privacy scare with phones in the
  2130. 1:04:40early days, right? And I think like any
  2131. 1:04:41new product once it proves that it's
  2132. 1:04:43valuable in people's lives, you know,
  2133. 1:04:44people will
  2134. 1:04:46get used to it. And I think maybe
  2135. 1:04:48Glasses are just early in that in the
  2136. 1:04:49sense of like it's a new product and
  2137. 1:04:52people need to see the value for them to
  2138. 1:04:54get over this mental hurdle of like a
  2139. 1:04:55new thing that could potentially record
  2140. 1:04:57me. Cuz that was what phones, I mean,
  2141. 1:04:58back in the day I remember people were
  2142. 1:05:00like, "What are you doing with your
  2143. 1:05:01phone?" Like
  2144. 1:05:02>> Yeah.
  2145. 1:05:03>> Yeah. I don't know.
  2146. 1:05:03>> Yeah. I think there's something like
  2147. 1:05:05that that's true.
  2148. 1:05:06I mean, I guess one of my reflections
  2149. 1:05:09from building
  2150. 1:05:11social media over the last 20 years is
  2151. 1:05:13that I don't think we were as direct as
  2152. 1:05:15we probably should have been about
  2153. 1:05:16addressing some of those concerns and it
  2154. 1:05:18it didn't necessarily stop people from
  2155. 1:05:20using the products, but I think it
  2156. 1:05:22colors how people think about them
  2157. 1:05:23today. And I think it would have been
  2158. 1:05:26possible to have kind of explained along
  2159. 1:05:29the way how seriously we took those
  2160. 1:05:30issues and
  2161. 1:05:33we
  2162. 1:05:34just didn't because we thought, "Okay,
  2163. 1:05:35well, people are showing that by using
  2164. 1:05:37the product so much they like are they
  2165. 1:05:39still still like the products, but I
  2166. 1:05:41actually think it's possible to get to a
  2167. 1:05:42better state than where we've gotten
  2168. 1:05:44>> Mhm.
  2169. 1:05:44>> with with um with the social media
  2170. 1:05:46products, which is both people liking it
  2171. 1:05:48and understanding how seriously we take
  2172. 1:05:50all of those issues. So, that's what I
  2173. 1:05:52aspire to.
  2174. 1:05:53>> Mhm. Is there a through line from that
  2175. 1:05:56to
  2176. 1:05:57the recent settlement on all the youth
  2177. 1:05:59safety stuff and it's a thing a lot of
  2178. 1:06:00people are talking about? Um is there
  2179. 1:06:03any connection from what you just said
  2180. 1:06:04to that and like I I would just be
  2181. 1:06:06curious to hear you reflect on that and
  2182. 1:06:07like what you've learned from this
  2183. 1:06:08process or if
  2184. 1:06:09>> Yeah.
  2185. 1:06:10>> No, I think it's an it's another good
  2186. 1:06:11example like this. I mean, we've taken a
  2187. 1:06:13lot of those safety issues seriously for
  2188. 1:06:15a while and we've been working on this
  2189. 1:06:16teen account work with with Instagram
  2190. 1:06:18for
  2191. 1:06:19for a long time and I think I've I've
  2192. 1:06:21done some leading work there. The the
  2193. 1:06:22settlement there is interesting because
  2194. 1:06:24what we're really trying to do is create
  2195. 1:06:26a standard and framework for the
  2196. 1:06:28industry. And there's this real issue,
  2197. 1:06:30which is that I actually think most of
  2198. 1:06:31the companies that are building this
  2199. 1:06:34these products, you know, if you
  2200. 1:06:35basically said you know, limit usage to
  2201. 1:06:38an hour a day for teens, you know,
  2202. 1:06:40everyone I think would be okay with that
  2203. 1:06:42except if like you have to unilaterally
  2204. 1:06:45do it,
  2205. 1:06:46>> Mhm.
  2206. 1:06:46>> then you're saying, "Okay, like if if
  2207. 1:06:48people don't use Instagram for more than
  2208. 1:06:50an hour a day, but then their usage goes
  2209. 1:06:52to TikTok, have we really like helped
  2210. 1:06:54anyone? And if we and we've just like
  2211. 1:06:55hurt ourselves to not help anyone?"
  2212. 1:06:57>> Mhm. And you guys have that in the piece
  2213. 1:06:58that like
  2214. 1:06:59>> Yeah.
  2215. 1:07:00>> the structure for what we did was we
  2216. 1:07:01basically said, "We're going to take the
  2217. 1:07:04step of unilaterally limiting
  2218. 1:07:07the usage of of the there's there's some
  2219. 1:07:09things around time limits. There's some
  2220. 1:07:11things around notifications and time
  2221. 1:07:14when people can access it when they're
  2222. 1:07:15in school, when they should be sleeping,
  2223. 1:07:16like different restrictions. And we
  2224. 1:07:18basically said we will take the first
  2225. 1:07:20step. And when YouTube and TikTok sign
  2226. 1:07:25on to the same terms,
  2227. 1:07:27then we can all as an industry lock in
  2228. 1:07:29and take the next step together. So
  2229. 1:07:30hopefully, I'm very hopeful that this
  2230. 1:07:33settlement will serve as a sort of
  2231. 1:07:37legally binding framework to bring the
  2232. 1:07:40whole industry into alignment on some of
  2233. 1:07:42these things and make it so that it
  2234. 1:07:45doesn't kind of disadvantage any one
  2235. 1:07:48company for taking that step. Now I mean
  2236. 1:07:49we're we're basically putting ourselves
  2237. 1:07:51a little bit out there by going first,
  2238. 1:07:53but um
  2239. 1:07:54but I I think it will be better for
  2240. 1:07:57everyone if these other companies come
  2241. 1:07:58in, too.
  2242. 1:07:59>> Last question. You're posting on X
  2243. 1:08:01again.
  2244. 1:08:02>> I am.
  2245. 1:08:02>> Uh you didn't do that for
  2246. 1:08:04>> You're everywhere. But just curious to
  2247. 1:08:06know, like you're thinking of like
  2248. 1:08:07posting there, like the bragging. Like
  2249. 1:08:10is it just part of the part of the thing
  2250. 1:08:12now? Like cuz you've got Threads, you're
  2251. 1:08:13on Threads.
  2252. 1:08:14>> Yeah, I mean I'm on Threads. I think I
  2253. 1:08:15mean obviously Threads is doing great.
  2254. 1:08:17And I think it's actually it either I
  2255. 1:08:20think it's either bigger than X at this
  2256. 1:08:21point or it's like very soon about to
  2257. 1:08:23be. But I mean look, there there there
  2258. 1:08:25are different communities in the
  2259. 1:08:26different places. There's a lot of AI
  2260. 1:08:27folks are are on X and
  2261. 1:08:29I think part of what you try to do with
  2262. 1:08:31social media
  2263. 1:08:32is just communicate where people are.
  2264. 1:08:35It's kind of like And when you do a
  2265. 1:08:36podcast or when you post, you probably
  2266. 1:08:37don't just post in one place, you put it
  2267. 1:08:39everywhere. So I got I mean I post the
  2268. 1:08:40same things on Threads and X and some
  2269. 1:08:43people are like, "Why are you posting
  2270. 1:08:44this on X?" It's like, "Well, I mean I
  2271. 1:08:45posted it there, too, right? It's like I
  2272. 1:08:46mean I'll engage there, too." So
  2273. 1:08:48I think it's I think it's all good, but
  2274. 1:08:50I I do think that the to some degree
  2275. 1:08:52some of the community is on X and we
  2276. 1:08:54want to be able to engage where people
  2277. 1:08:55are. And that's like a lot of what you
  2278. 1:08:57know, yeah, what what what this is about
  2279. 1:08:59is going where where where people are
  2280. 1:09:01and being able to kind of have that
  2281. 1:09:02dialogue.
  2282. 1:09:03>> Yeah. Well, thanks, Mark, for taking
  2283. 1:09:04this conversation.
  2284. 1:09:05>> Yeah, happy to.
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