Sam Altman On AI Revolution, Superintelligence & Future Of Humanity | FO583 Raj Shamani — Transcript
Full transcript
- 0:03So what version of you has died
- 0:07like who were you when you started and
- 0:09who have you?
- 0:10>> Um I was like much more carefree like
- 0:12when we started open I was just like you
- 0:13know I was like I had a very easy
- 0:15[music] life at the time. I had a lot of
- 0:16hobbies and you know now I'm like
- 0:19incredibly [music] precisely scheduled
- 0:20and I have not gotten to do anything
- 0:22spontaneous in a long time.
- 0:25Was there any point ever in your life
- 0:27where nobody else was convinced [music]
- 0:28but just you? Launching chatbt was kind
- 0:30of an example of that. Not that people
- 0:32didn't want to launch a chatbot, but
- 0:33most people thought it was too early and
- 0:34not good enough.
- 0:35>> When you talk to other people, do they
- 0:36tell you that you're delusional
- 0:37sometimes?
- 0:38>> Yes, but I think I should probably get
- 0:40more of that.
- 0:40>> Why?
- 0:41>> Well, one way that like a lot of people
- 0:43in roles like mine have had things go
- 0:45wrong is they get surrounded by too many
- 0:46yesmen.
- 0:48>> You've gone through like people suing
- 0:50you, people dropping out. there's
- 0:53government like trying to find out so
- 0:55[music] many things about you. Have you
- 0:56changed as a person with all of this
- 0:57now?
- 0:59>> There's no way that anyone was going to
- 1:02like get to build super intelligence and
- 1:04not have a [music] crazy life, but I
- 1:05think I'm kind of like wellwired for it.
- 1:08Like I can deal with a lot of insanity
- 1:10[music] whipping around me.
- 1:12>> When I talk to somebody in US, they're
- 1:14slightly pessimistic about AI. And when
- 1:16I talk to people in India, they're very
- 1:18optimistic about it.
- 1:19>> It's an incredible difference. India is
- 1:20like our biggest market in the world.
- 1:21Why do you think it's the difference?
- 1:23>> One thing that countries that are
- 1:24developing faster where the economy is
- 1:26growing faster and there's like more of
- 1:28a need for products and services and are
- 1:30more welcoming of AI than more developed
- 1:31economies. So, I'm sure that's part of
- 1:33it.
- 1:33>> Do you think you're still being
- 1:35misunderstood today?
- 1:36>> This technology is still not very well
- 1:37understood, but I think people at least
- 1:39understand AI is happening worldwide.
- 1:41This is like certainly the best time
- 1:43I've ever seen to make a new company.
- 1:46>> Do you worry about it open? [music]
- 1:48>> Yeah, of course.
- 1:48>> What's your biggest worry? We have done
- 1:50something. We will continue to do
- 1:51something that is going to be an
- 1:53extraordinary force [music] in society.
- 1:54I believe it can be a force for good.
- 1:58But you know it's like very high stakes
- 1:59and we have like a lot of
- 2:00responsibility.
- 2:03Do you feel that when you're gone
- 2:04[music] you're not there to guide or
- 2:06protect your kids or family? Would you
- 2:07be very comfortable your kids growing up
- 2:09in AI powered world which you're helping
- 2:11create today?
- 2:25Before we start today's episode, I just
- 2:27have one request. Please subscribe our
- 2:29channel. Me and my team, we work every
- 2:32day and try to bring the most valuable
- 2:34conversation from the world. All we want
- 2:36in return is just one subscribe from
- 2:38you. on figuring out we try to study how
- 2:43the world's most extraordinary minds
- 2:45think and that's exactly what today's
- 2:48episode is about today's episode with
- 2:50Sam Alman is not about AI is not about
- 2:53technology is about a human being who's
- 2:56building that technology what are his
- 2:58insecurities what are his fears how does
- 3:01he think as a friend as a father as
- 3:04someone who's trying to build one of the
- 3:07most important things which will shape
- 3:09humanity. How does he notice patterns
- 3:12and find the nonobvious things to work
- 3:15on to build something incredible in the
- 3:18future? That's what we've tried to
- 3:20understand. I hope by the end of the
- 3:22podcast, you get to extract some lessons
- 3:24from his mind and implement in your life
- 3:27to make your life better. Watch this
- 3:29episode and let me know in the comments
- 3:31how did you find it. And the styling
- 3:32partner for this episode is Levis. Click
- 3:35on the link in the description to
- 3:37explore their latest collection. Enjoy
- 3:39the show.
- 3:44>> Welcome on the shows for Samman. Welcome
- 3:47on Figuring Out. It's an honor.
- 3:48>> I really appreciate you doing this.
- 3:50>> You know, if someone's watching you for
- 3:52the first time and they have no clue who
- 3:54you are and
- 3:56how would you explain them who you are
- 3:58in next 60 seconds? Um, I'm like a
- 4:04tech fan, like a curious person about
- 4:07the world and a believer that
- 4:10AI is going to be this thing that
- 4:12touches all of our lives, hopefully in
- 4:14mostly super positive ways. Um,
- 4:18I'm a dad. I really love my kids. That's
- 4:21what I would say.
- 4:22>> But do you ever think about certain
- 4:23things that this is how you're going to
- 4:25think or say or speak about?
- 4:29Um,
- 4:31I do just kind of try to naturally talk
- 4:34about what's on my mind, uh, or what I'm
- 4:36interested in.
- 4:38>> Okay. And were you like this since you
- 4:39were a kid, always thinking about what
- 4:42interesting to say next?
- 4:43>> Cuz I think I was like that as a kid. I
- 4:44think I would just try to like I I think
- 4:47I just always like followed what I was
- 4:48curious about.
- 4:50>> And do you as a kid did you ever feel
- 4:53inferior to someone
- 4:55>> all the time? I mean, I'm sure most kids
- 4:58do. Uh,
- 5:00but I was like,
- 5:02you know, I was like a very nerdy kid. I
- 5:06like wasn't good at sports and I grew up
- 5:07at a time when like that was the very
- 5:09much the cool thing.
- 5:10>> Same.
- 5:10>> Uh, yeah.
- 5:12>> I was not good at sports either.
- 5:13>> And it was like the cool thing.
- 5:14>> Yeah.
- 5:15>> Yeah. Um, so yeah, total. I was like not
- 5:18a I was not I was I always had like a
- 5:21lot of friends and I connected well with
- 5:22people, but I was never like a cool kid.
- 5:24>> Okay. Did that bother you?
- 5:28>> Sort of. Um,
- 5:40I mean, it did not like I don't think it
- 5:42bother me like it bothers some people,
- 5:44but yeah, I think all kids like want to
- 5:45be popular and cool and there's like
- 5:50I think it's like very painful as a kid
- 5:52to not feel like
- 5:56in the inner circle or whatever you said
- 5:59it didn't bother you as it would to some
- 6:01people. What do you mean by that? Well,
- 6:04>> what what's the distinction? What did
- 6:06you think about I
- 6:06>> I've talked to other people who are like
- 6:08ah you know the defining characteristic
- 6:10of my childhood was that I was like a
- 6:12nerd and not cool and I hated that and I
- 6:15was like a nerd and not cool and it like
- 6:18slightly bothered me but I had my
- 6:20computer and I had like my little core
- 6:21set of friends and I you know like I had
- 6:24a wonderful childhood and I I think I
- 6:26was like very happy. Okay. So, here's
- 6:28what I want to do. I want to talk more
- 6:29about your brain, like how you think,
- 6:31how you actually make decisions, and
- 6:33what you think about certain things
- 6:34because I think that's really
- 6:35fascinating to me.
- 6:36>> Okay.
- 6:37>> And it's great
- 6:38>> underexplored.
- 6:39>> I I think it's really hard to like talk
- 6:41about yourself this way, but I'll try my
- 6:42best.
- 6:43>> Yeah. Maybe just the kind of things you
- 6:46because you've said a couple of things
- 6:47in like a lot of your interviews here
- 6:49and there and I don't know why people
- 6:50didn't just go like deep down on that
- 6:53alley. Something I want to do. You know
- 6:55when I talk to somebody in US a random
- 6:58person they're slightly pessimistic
- 7:00about AI and when I talk to people in
- 7:02India they're very optimistic about it.
- 7:04>> It's an incredible difference.
- 7:05>> Why do you think it's the difference?
- 7:08>> Um well first of all India is like our
- 7:11biggest market in the world by touch
- 7:13users and growing very quickly and you
- 7:17know there's incredible builder energy
- 7:19of people using it.
- 7:20>> Bigger than US. Yeah more just India
- 7:23than the US. Um, and
- 7:26I mean people are just using it in
- 7:28incredible ways to build companies or
- 7:31you know I just heard about some Indian
- 7:33kid that needed to do some fundraising
- 7:35for his school and had never done
- 7:37fundraising before and like was able to
- 7:39get like the full stack of it done with
- 7:41a set of our tools and it was awesome.
- 7:43Um, so I think it's like a country that
- 7:45has there's just a lot of adoption. It's
- 7:48growing very quickly. Um but
- 7:55I I do think that the US at least on
- 7:58expressed preference is unusually
- 8:00negative on AI relative to the rest of
- 8:02the world and India is maybe unusually
- 8:04positive.
- 8:04>> But why like what do you make out of it?
- 8:07Why is it why there's difference? Um,
- 8:14one thing that many people have observed
- 8:16is that countries that are developing
- 8:18faster where the economy is growing
- 8:19faster and there's like more of a need
- 8:21for products and services and like you
- 8:23know there's just huge under supply are
- 8:26more welcoming of AI than more developed
- 8:27economies. So I'm sure that's part of
- 8:29it.
- 8:30>> Interesting. And the other thing when I
- 8:33when I read about you right like with
- 8:35I'm and I read about you in US and I
- 8:38read about you in India
- 8:40this sentiment of being pessimistic and
- 8:43optimist it also reflects about you and
- 8:46that's the most fascinating thing that
- 8:47you're this person who started this most
- 8:50remarkable technological revolution here
- 8:53of our age. you were the first guy. You
- 8:55don't even own equity in your own
- 8:56company. And yet all of a sudden you
- 8:59became the bad guy. Like how? Why? Um
- 9:06well, I think the US has
- 9:10great skepticism of people in power and
- 9:14in particular of like
- 9:17the just enormous power that the tech
- 9:19industry holds. Um, but you know, I
- 9:23would say like
- 9:25this is probably a good thing in some
- 9:27ways. It does feel to me like it's gone
- 9:29a little far.
- 9:30>> Interesting. What do you think is the
- 9:31biggest misunderstanding about you in
- 9:34the world?
- 9:36>> Well, I I mean, you touched on one of
- 9:38them, but like the I think not taking
- 9:40not having equity and open eye has been
- 9:41a mistake. I did it for what I thought
- 9:44were good reasons. I think it's just
- 9:45been hugely confusing to people. I like
- 9:47it's it's kind of like interesting to
- 9:48me, right? is like if a if an artist
- 9:50works super hard on their art project or
- 9:52a sports star like practices super hard
- 9:54and doesn't make a ton of money from it,
- 9:55no one has like a problem with that.
- 9:57That's kind of understood and this is
- 9:59like my equivalent of that. But yeah,
- 10:02like it's it's been
- 10:03>> Why is it misunderstood?
- 10:06>> Um
- 10:08what do people not like what do they not
- 10:10get about it? I think it's just very
- 10:12outside of the norm of why people assume
- 10:14that people start companies or, you
- 10:17know, work as business people.
- 10:18>> True.
- 10:19>> It's just weird. And like people don't
- 10:21like weird.
- 10:22>> People don't like weird.
- 10:23>> It's weird to me as well.
- 10:24>> Yeah. And then you're like, well, what
- 10:26what like why is he really doing it? Is
- 10:27it about, you know? Yeah.
- 10:29>> And why you doing it?
- 10:31>> I think this is the most interesting
- 10:32work and kind of the most important and
- 10:35useful thing I can imagine doing.
- 10:38It's incredibly interesting. is
- 10:40incredibly exciting to get to do. Like I
- 10:42mean what a quest.
- 10:44>> True. But it's it's a rabbit hole we'll
- 10:46just keep going into because I don't
- 10:48understand this at all just like a lot
- 10:50of other people. But I really respect
- 10:52what you do. So thank you.
- 10:53>> Okay. One of the things you said um you
- 10:56know it takes like
- 11:01like I I'll read it exactly as it is
- 11:03that you should trade being short-term
- 11:05low status for being long-term high
- 11:08status.
- 11:08>> Yeah. which most people seem unwilling
- 11:11to do. Right? So, as long as you're
- 11:14right, being misunderstood by most
- 11:17people is a strength, not weakness. I
- 11:20find it fascinating. But the question is
- 11:23how before the outcome is clear, how do
- 11:26you know that this is being
- 11:28misunderstood and this not being wrong?
- 11:30>> Well, I mean, the hard part is you don't
- 11:32really know. You can have like a high
- 11:34degree of conviction. You can have an
- 11:35increasing degree of conviction as you
- 11:37get more evidence, which I think is the
- 11:39right thing to go for, but you don't
- 11:41know for sure. That's part of the
- 11:43excitement like that you don't know for
- 11:44sure. But when we started when we first
- 11:47started OpenAI,
- 11:49it was an extremely low status thing to
- 11:51do. Like we knew it'd be valuable if we
- 11:52get it to work, but it almost no one
- 11:55took us seriously. It it was like a
- 11:58okay, AGI, maybe 100 years from now,
- 12:00maybe never. you're a bunch of like kids
- 12:03and you don't have the polished
- 12:04academics and whatever and
- 12:07very very negative. Um,
- 12:11we had like a reason to make the bet and
- 12:14as we
- 12:16figured more things out, we had a reason
- 12:18to be more confident, but it's still
- 12:21kind of amazing it all worked. Um, so I
- 12:23think it was like a good expected value
- 12:25bet to take, but it was far far far from
- 12:29certain. But what were the signals that
- 12:32that was making you
- 12:35very certain that this might work? This
- 12:36something that I want to do.
- 12:37>> Yeah. Um
- 12:40I kind of think all of us get like a few
- 12:42a small number of like great insights
- 12:44over our lives that we apply again and
- 12:47again in new ways. And one of them for
- 12:50me was the sort of surprising properties
- 12:54of scale. I noticed this in companies,
- 12:57countries, cities, individual people's
- 13:00careers, uh lots of pieces of technology
- 13:03that you know networks like Y
- 13:05Combinator, which was the thing I was
- 13:06doing before that when you really scale
- 13:09up something that's working at small
- 13:11scale, you often see big super linear
- 13:14returns to doing it at bigger scale. Um,
- 13:18and because like anybody else, you know,
- 13:21I'm a pattern matcher whether I mean to
- 13:22do it or not. Uh once
- 13:27we saw that neural networks were working
- 13:29at all and they were getting better with
- 13:31scale, I was like very interested and I
- 13:35had a strong intuition that we should
- 13:37try to scale them up a lot more. Now
- 13:39this was before we knew how precisely uh
- 13:43we could predict properties with scale.
- 13:45This was years before we had the scaling
- 13:47laws. But we had we had this observation
- 13:50approximately that if you made a neural
- 13:52network bigger it could do more
- 13:53impressive things and this had first led
- 13:55to the Alex net result and then many
- 13:57more things after but then these were
- 13:59the signal probably a lot of people must
- 14:01be seeing right what was preventing them
- 14:03to build on it.
- 14:06>> I find this one of the most confusing
- 14:10things I have ever observed in my
- 14:13career. why in 2015, 2016 and then even
- 14:16by 2018 to 2021
- 14:21um why other people were look looking at
- 14:24the same data and not saying this is
- 14:27crazy like we have to invest much more
- 14:29in this. I it seemed so obvious to me
- 14:32and everybody else in the building. I
- 14:35mean maybe like almost we felt
- 14:36delusional because we're like how can
- 14:38how can anybody not how can people not
- 14:40see this? I I think there was something
- 14:43about
- 14:49it almost felt too easy. It almost felt
- 14:53too
- 14:56unfathomable.
- 14:58You know, you'd look at the mistakes
- 15:00that these neural networks were making
- 15:01and you would say there's no way that
- 15:04something so dumb can just fix all of
- 15:06its problems by scaling it up. There's
- 15:09it just it seemed like
- 15:12all these smart people were saying you
- 15:13have to have
- 15:15symbolic representations or you have to
- 15:17do this or I can give you this very good
- 15:19reason. I remember someone articulating
- 15:22why our approach was never going to work
- 15:23and it sounded so convincing. What was
- 15:26it? Um it was like
- 15:31it went something like all right what
- 15:33these
- 15:34models are doing is they are learning to
- 15:38predict
- 15:40from what's in their training set what's
- 15:42likely to come next. But that means
- 15:44they're never going to be able to ex
- 15:47make new knowledge because they can only
- 15:48model what's in their training set. And
- 15:50like that sounds very you know
- 15:53reasonable. Maybe you can show a model a
- 15:56million math problems and it can learn
- 15:58how to do those math problems, but you
- 16:00didn't show it a new thing that wasn't
- 16:02yet proven because it wasn't yet known
- 16:03and so it wasn't going to be able to do
- 16:05that. And obviously now we know that's
- 16:07ridiculous. But at the time it sounded
- 16:09very compelling. And the thing that it
- 16:10was missing is that what these models
- 16:12were are learning is not I mean also is
- 16:15but the important thing they're learning
- 16:16is not the
- 16:19these specific math problems but the
- 16:21general purpose ability of reasoning and
- 16:23that that can expand into new things.
- 16:26>> So take me to a specific decision when
- 16:28you were doing all of this and other
- 16:30people were telling you that hey this
- 16:32might never work out right. Tell me to
- 16:34one take me to one consequential
- 16:36decision that you took with 50%
- 16:39certaintity and 50% delusion
- 16:43after
- 16:45we finished training GPT4.
- 16:48This was about like um
- 16:51I think it was August of 2022.
- 16:53>> Okay.
- 16:56And we finished it about seven or eight
- 16:58months before we released it to the
- 16:59world. Something like that. But we were
- 17:01we were sitting on it and we were
- 17:02looking at it and
- 17:06we knew it was extraordinary. But I
- 17:10don't
- 17:11it took us a little while to realize
- 17:13just like the new avenues of research
- 17:16this was going to open up and how
- 17:19quickly the models were likely to
- 17:20improve post GPT4 and that we could do
- 17:22what became the chain of thought work
- 17:25and the reasoning models. And
- 17:29we then decided we were going to go make
- 17:30a very big bet on compute
- 17:32because we saw that we could continue to
- 17:34scale models and that the value of these
- 17:37models would be really important. But it
- 17:39was new
- 17:41and
- 17:44the rest of the world wasn't there yet.
- 17:46They hadn't even seen GPT4. They had not
- 17:48internalized what it what we thought it
- 17:50could do. And so we decided we would bet
- 17:53the company on buying up a lot of
- 17:54compute.
- 17:56And that felt very crazy to people. But
- 17:58we had enough conviction that we were
- 18:00probably right because we were able to
- 18:02use this model and we had internalized
- 18:03the scaling properties.
- 18:05>> And what was the other option? You had
- 18:07>> a much less
- 18:11ambitious bet on compute and a slower
- 18:13rate of scaling.
- 18:15>> And do you think if any amount of other
- 18:18information you would have gotten at
- 18:19that point, you would have changed the
- 18:21decision?
- 18:23I think if the model were even a little
- 18:24bit less smart, you know, if GPT4 had
- 18:28come out at like the GPT3.8 scale,
- 18:30>> yeah,
- 18:30>> we would not have had the conviction to
- 18:32do such a big bet.
- 18:34>> When you talk to other people, do they
- 18:35tell you that you're delusional
- 18:36sometimes even today?
- 18:40>> Um, yes, but I think I should probably
- 18:42get more of that.
- 18:44>> Why? Uh well, I think one of one way
- 18:47that like a lot of people in roles like
- 18:50mine have had things go wrong is they
- 18:52get surrounded by too many yesmen.
- 18:54>> And you really you need the push back.
- 18:57>> But how do you make sure that today you
- 18:59are not surrounded with yes men?
- 19:02>> Um
- 19:06having your old friends around is very
- 19:10helpful. Having people that you've
- 19:11worked with for,
- 19:13you know, 10 plus years is very useful.
- 19:16Um,
- 19:18and then really cultivating a culture
- 19:19where you reward people for pushing back
- 19:22hard when you're wrong and making that
- 19:24easy to do. I think I think is also
- 19:25important. But it takes like active
- 19:27care. You know, the more times that
- 19:29you've been right and the more sort of
- 19:30like power in the world you have, I
- 19:33think the harder this is to get.
- 19:34>> See, here's here's the confusion as a
- 19:37founder. So when you have like all old
- 19:40friends, really smart people, the
- 19:42mentors that you think about, you have
- 19:45them around you and they're telling you
- 19:46that, hey, this is wrong and you're
- 19:48thinking in the wrong direction. How do
- 19:50you then convince them or probably just
- 19:52go against them? And how do you know
- 19:53that going against them is the right
- 19:55thing today?
- 19:57Because I'm sure this happens.
- 20:02The number of times that I do something
- 20:05against everyone else's advice is very
- 20:08small. Like I it happens
- 20:12uh but it's rare and and I I like there
- 20:17are I have met
- 20:20a lot of people not a lot I've met some
- 20:22people and founders in particular who
- 20:25take the most pride in doing something
- 20:28when everyone else tells them it's
- 20:29wrong. And my own belief is you should
- 20:33only do that very grudgingly. Like if
- 20:35you surround yourself by smart people,
- 20:37you should mostly listen to them. And if
- 20:39you decide that even though none of them
- 20:40think what you're doing is the right
- 20:42thing to do and you're going to do it
- 20:43anyway, you should like view that as a
- 20:46expensive unlikely to be right kind of
- 20:49high stakes thing. And you really want
- 20:51to have conviction on that.
- 20:53>> And talking about smart people and other
- 20:56founders,
- 20:58what do you think? What stops them?
- 20:59They're intelligent. clearly
- 21:00intelligent. What stops them to build
- 21:03such extraordinary things like you've
- 21:04done?
- 21:07>> Well, I think AI has happened only once.
- 21:09So, I think we got
- 21:11uh lucky or did a good job or whatever
- 21:14on problem selection. Um, but I think a
- 21:17lot of people build extraordinary
- 21:18things. The the number the rate of great
- 21:22companies being created right now, I
- 21:24have never seen it be so high um
- 21:26worldwide. Uh, I think this is like
- 21:30certainly the best time I've ever seen.
- 21:32I believe it is probably the best time
- 21:34in history to be able to to build
- 21:36something to to make a new company. Um,
- 21:39to make a new technology, to make a new
- 21:40kind of creative project. Um, we have
- 21:43just gotten this unbelievable gift and I
- 21:47think it's incredible what people are
- 21:49doing right now. So, I think we're going
- 21:51to see a lot of very extraordinary
- 21:52things companies and otherwise get
- 21:54built. So now that everyone's building
- 21:56company and there are so many things
- 21:57happening the action is happening some
- 21:58founders watching this right now and is
- 22:01thinking that
- 22:04things that are obvious to me because of
- 22:05AI and technology is not obvious to a
- 22:08lot of people how can that person judge
- 22:11that it's the right thing to do and it's
- 22:13not being misunderstood
- 22:17>> um I mean this is kind of what you get
- 22:19paid to do as a founder right like this
- 22:21is where if you are
- 22:25starting
- 22:27the most ambitious company you could
- 22:29start, you'll certainly be
- 22:30misunderstood.
- 22:31>> Yeah.
- 22:32>> Now, there's many other companies that
- 22:33are obviously good ideas and you can
- 22:35still succeed big time at those, but if
- 22:38the ideas are obvious, a lot of other
- 22:40ambitious people are going to start
- 22:41them, too. So in
- 22:46when we started OpenAI in 2015,
- 22:49I think you could count on one hand the
- 22:51number of AGI labs that were being
- 22:52started that year. I mean, maybe you
- 22:54could count it on much less than one
- 22:55hand. Maybe it was only OpenAI that
- 22:57year. I'm not sure. Um, and yet there
- 23:00were probably like 10,000 photo sharing
- 23:01companies.
- 23:04Most people thought starting a photo
- 23:05sharing company was a better idea. Um,
- 23:08but the problem is there were 10,000
- 23:09others and also Instagram had a big
- 23:11network effect and whatever else. So,
- 23:15so I think picking things that you have
- 23:17a reason to believe are more valuable
- 23:21than they seem, even if they're unlikely
- 23:24to work. So valuable if they work that
- 23:25like the expected value is good. Um,
- 23:29you have a real advantage when you find
- 23:31something like that. when you understand
- 23:32a technology or a piece of science or
- 23:35something about the world before other
- 23:36people do, um
- 23:39there's some instinct which I understand
- 23:41to say ah you know there's all these
- 23:44smart people and I don't want them to
- 23:45call me dumb so I you know they don't
- 23:47get it and they're going to talk me out
- 23:49of it. But I think there's another
- 23:50instinct
- 23:53which I encourage people to cultivate
- 23:55which is if you really understand
- 23:57something and it's not just like wishful
- 24:00thinking um but you can articulate why
- 24:02it's a good bet you should cherish those
- 24:04moments like that's awesome as a builder
- 24:06that's when you should be the most
- 24:07excited. How do you decide that? How do
- 24:09you find a non-conensus bet?
- 24:13>> Uh good question. I I like
- 24:17my own experience of this was this was
- 24:20one thing that just no one ever taught
- 24:22me.
- 24:24And
- 24:26you know like very little of my
- 24:28experience in school was figuring out
- 24:30what questions to ask. Um you figure to
- 24:34like answer other people's questions and
- 24:35then at some point I think like when you
- 24:37become a PhD student or whatever you get
- 24:38to start asking more questions and then
- 24:40eventually you do more and more of that.
- 24:41Um, I I think we should focus much more
- 24:46on teaching people, teaching very young
- 24:48people to figure out what questions to
- 24:52ask and what things are interesting to
- 24:53explore that we don't already know. And
- 24:55I think getting good at that skill was
- 24:59the best way that I figured out the sort
- 25:01of non-conensus bets to take.
- 25:03>> Just figuring out how to ask good
- 25:04questions.
- 25:05>> Figuring out how to ask good questions.
- 25:06>> Can you learn that?
- 25:09>> I think so. Yeah. Uh I mean like all of
- 25:13these things, maybe not everybody is
- 25:15going to have equal aptitude for
- 25:16everything, but I think this is one that
- 25:18a lot of people seem to be able to
- 25:19learn. You know, there's I forget which
- 25:22which culture, which country has this
- 25:24rule where the kid when when he comes
- 25:27back from school, the mother asked the
- 25:29kid that what's the question that you
- 25:31asked today?
- 25:31>> Really?
- 25:32>> Yeah.
- 25:33>> Do you know what culture? That's very
- 25:34interesting. You know what culture?
- 25:35>> I think it's I think it's Israel or
- 25:37something. Someone in Israel. I'm not
- 25:39sure but there is some culture where
- 25:42mothers just ask the kids they don't ask
- 25:44about the highlight they ask about the
- 25:45what's one question did you ask today
- 25:47>> that's cool
- 25:48>> is that a good habit that we
- 25:49>> I'm going to start that with my kids I
- 25:51I'll I'll report back in 15 years or
- 25:53something
- 25:53>> but how do you know that it's not
- 25:55wishful thinking is there a sign is
- 25:57there some something that you can pin
- 25:59down to and be like okay if these are
- 26:01the signals in the thinking that I'm the
- 26:02way I'm thinking probably this makes
- 26:04sense.
- 26:04>> Yeah. Um
- 26:07I mean oneam one thing is can you
- 26:09explain it to a
- 26:13optimistic
- 26:15enthusiastic but kind of mentally
- 26:19disciplined smart friend and can you
- 26:22update them about why it might be a good
- 26:24bet? So, I remember when we were
- 26:25starting OpenAI, the the default was
- 26:28like strongly skeptical, but I would
- 26:31talk to people and I would say, you
- 26:33know, here's the evidence. Here's what
- 26:34we've seen. Here's why this might work.
- 26:35Here's why it'd be huge if it worked.
- 26:37Um, and here's why this is an approach
- 26:39that we think
- 26:42has legs and and then, you know, if we
- 26:44can make super intelligence, it was kind
- 26:45of obvious why that would be valuable to
- 26:47make. Um and and you know, not every
- 26:52time, but enough of the time when we
- 26:54talked to somebody who was like a smart
- 26:56person but a non-expert, they would say,
- 26:57"Okay, that seems you can that updated
- 27:00me. That seems like it's worth um
- 27:03doing." Now, if we had convinced
- 27:05everybody, it probably would have been
- 27:06too obvious. But if we had not been able
- 27:09to convince anyone at all, I would have
- 27:12been more skeptical.
- 27:14>> Interesting. Now, as I'm saying that out
- 27:17loud, I'm thinking of there must be
- 27:18historical examples of where someone was
- 27:20not able to convince anyone and they
- 27:22were still right. So, at some point, you
- 27:24got to just like trust your own
- 27:26instincts here. Was there any point ever
- 27:29in your life where nobody else was
- 27:30convinced but just you?
- 27:33>> I mean, there have been like small
- 27:35decisions where I was like, "Open I was
- 27:38going to do this thing and none of the
- 27:39rest of the leadership team wanted to."
- 27:41>> Give me an example. Um,
- 27:48launching chatbt was kind of an example
- 27:50of that. Not that people didn't want to
- 27:52launch a chatbot, but most people
- 27:54thought it was too early and not good
- 27:55enough.
- 27:57>> Interesting. And what made you go
- 27:59against all of them and be like, "Hey,
- 28:01let's just launch it
- 28:03the YC ground."
- 28:04>> I think it was the Yeah, I think it was
- 28:06I think it was the YC experience.
- 28:08I think so.
- 28:10Like I had really I had spent so long
- 28:15drilling it into founders that if you're
- 28:17not a little embarrassed of your first
- 28:18version, you're waiting too long to
- 28:19launch because what you need is
- 28:20feedback. The another thing that I had
- 28:23cuz we had this like internal version
- 28:25and this actually a good insight. Um the
- 28:33the retention was terrible of their
- 28:35internal version. um I think it was like
- 28:39you know 5% or something of the first
- 28:41version of Chacht people would use and
- 28:42keep using. Now there's a bunch of
- 28:44reasons why it was bad data in the first
- 28:45place. We had better models, we had
- 28:46other interfaces. Um but many people
- 28:49would look at that and say you can't
- 28:51launch a product with 5% retention.
- 28:52That's terrible. And
- 28:56normally that's true. But then you would
- 28:58talk to those 5% of users and some of
- 28:59them like really loved it. And
- 29:04and there's this other YC learning which
- 29:06is
- 29:07the more important thing for an initial
- 29:09project is a small number of people that
- 29:10really love something, not a lot of
- 29:12people that like it a little bit. And so
- 29:14although the retention numbers of the
- 29:16kind of internal Chachi PT prototype
- 29:18were very low, the people who liked it
- 29:20really used it a lot and really liked
- 29:21it. And I thought that was a very good
- 29:23sign.
- 29:24>> And
- 29:25the first you said two different things,
- 29:27right? The first was being embarrassed.
- 29:29Like it's if you're not embarrassed
- 29:31about your first product, then you're
- 29:32too late, right? Are you okay with being
- 29:34embarrassed even today?
- 29:36Uh yes,
- 29:39you're okay with being misunderstood and
- 29:40you're okay with being embarrassed.
- 29:42>> Yeah. I mean, look, I want us to put out
- 29:44great products, but I'm happy for us to
- 29:47put out
- 29:49some early sketches to get feedback and
- 29:51learn and not all of them will work. But
- 29:53nothing changes with the scale of your
- 29:54company now because enough users trust
- 29:58you for
- 29:59>> I mean things that we put out to like
- 30:00all of the entire CHBT user base have to
- 30:02have like a a high threshold and also
- 30:04now that companies I mean this is like
- 30:07getting close to critical infrastructure
- 30:09companies are really reliant on this uh
- 30:11and so for you know for enterprise
- 30:14products we ship there's like a a very
- 30:15very high bar. Okay. So now things have
- 30:17changed now.
- 30:18>> But then we can still experiment with
- 30:20other, you know, I think hopefully
- 30:21you'll see us experiment with many new
- 30:24products. Some of which will really
- 30:26delight you and make it into the core
- 30:28experience and some of which people will
- 30:30look at and say, you know, it seems like
- 30:32cool in theory, but it it doesn't really
- 30:34fit for me.
- 30:34>> Interesting. And the other thing is
- 30:36we're talking about being misunderstood.
- 30:38Do you think you're still being
- 30:39misunderstood today?
- 30:43I think at this point most of the world
- 30:47looks at AI and says okay I believe this
- 30:49thing is going to happen. Now clearly
- 30:51it's not all popular. Um and I think our
- 30:54vision for the world and what we hope
- 30:56for how people will use this tool this
- 30:58technology um is still not very well
- 31:00understood. Um but I think people at
- 31:02least understand AI is happening.
- 31:04>> Okay. Interesting. Let's come back to
- 31:06you trying to do something
- 31:08extraordinary, right? And you taking
- 31:09bets on other people as well. And you're
- 31:12talking about YC, right? There's another
- 31:13quote which is which you have only
- 31:15written is I think you're some I'm
- 31:18paraphrasing and it's something like
- 31:22your
- 31:24you have like your will to bend reality
- 31:26or your will to bend the world. The
- 31:29percentage of that particular thing is
- 31:31really high. Most people don't even try.
- 31:32Something like that you said. Do you
- 31:35remember?
- 31:35>> I remember something like this. Yeah.
- 31:37>> Like most people don't even try.
- 31:38>> I think it's more like bending the
- 31:40reality. You can like you can do it much
- 31:42more than you think or like people can
- 31:44do it much more than they think and most
- 31:45people don't try enough. Something like
- 31:46that.
- 31:46>> Yeah. And why do you think people don't
- 31:48take the moonshot?
- 31:51I have like a bunch of
- 31:54theories on this, but many of them boil
- 31:57down to like
- 32:01people want to stay part of the herd and
- 32:04it's like more comfortable to not do
- 32:06something unusual and maybe fail or
- 32:08maybe look wrong or maybe look dumb. And
- 32:10and there's like a real
- 32:15It's easy to point to the evolutionary
- 32:16biology reasons of why this would be
- 32:18true. like you don't want to get kicked
- 32:20out of the tribe or whatever. Um, but I
- 32:24think people have like really strong
- 32:27pressures to not to not do that kind of
- 32:29stuff
- 32:30just because of the way society is
- 32:32built.
- 32:35>> I mean, even more than that, I think
- 32:37society is built the way it is because
- 32:39of like
- 32:41evolutionary pressure and and I think
- 32:45that's probably in like very deep for
- 32:46most of us.
- 32:47>> And what was in it? you. What was there
- 32:49in you which helped you bend this will
- 32:53or the world according to your will?
- 33:02I I think like a lot of tech people
- 33:07I've always just had, which would be a
- 33:09negative in many other contexts, like a
- 33:12little bit less of whatever that
- 33:13internal pressure to stay on the track
- 33:15and do the same thing as other people.
- 33:17And
- 33:19I kind of think that's probably like
- 33:20mostly a genetic thing.
- 33:24>> Just genetic? You don't think there's
- 33:25any other thing that you're building?
- 33:27Oh, I'm sure there's other things, too.
- 33:28But like I I um
- 33:33you know, you can find like all these
- 33:35studies about how people that are like
- 33:37slightly autistic are like tend to have
- 33:44are more likely to sort of invent new
- 33:47science or like you know just get
- 33:49obsessed with one idea and work super
- 33:51hard in the lab against all the odds for
- 33:52it.
- 33:53>> Yeah. And what was the willbending
- 33:55moment for you?
- 33:58I mean, probably starting open AI. Like,
- 34:01it's hopefully. It's too early to say,
- 34:03but it's uh I I I think that'll probably
- 34:05be the most important thing I ever did.
- 34:06>> Do you do you worry about it?
- 34:08>> About?
- 34:09>> Yeah. About about opening AI?
- 34:12>> Yeah, of course.
- 34:14>> What's your biggest worry?
- 34:15>> Um,
- 34:20I mean, we are going to do something
- 34:22that or we have done something. and will
- 34:24continue to do something that is going
- 34:25to
- 34:27be an extraordinary force in society. I
- 34:30I believe
- 34:32it can be a force for good but and I
- 34:36will be a force for good on net uh great
- 34:39good but you know it's like very high
- 34:42stakes and we have like a lot of
- 34:43responsibility.
- 34:44>> True. You know this takes me to the
- 34:47point where you you wrote an essay which
- 34:50was in the beginning about smi. Yeah.
- 34:53>> Right. And in [clears throat]
- 34:56after that essay during that May you
- 34:58wrote you wrote to Elon about it and you
- 35:02said something that it would be good if
- 35:05someone else apart from Google started
- 35:07it right.
- 35:09>> So you said like the biggest threat for
- 35:12continued human existence the biggest
- 35:14threat is going to be Smi
- 35:16>> right.
- 35:18Why do you think that if you started it
- 35:20makes less of a threat?
- 35:22>> Well, I believe in pluralism. I don't
- 35:24think I don't think like only us having
- 35:26it is good either. Um the there are like
- 35:31I think there are two kind of cartoonish
- 35:34ways this goes really wrong.
- 35:35>> Okay. Um, one is that there's like a
- 35:39loss of control to AI
- 35:42and we intentionally or accidentally
- 35:44sort of seed control of the future to
- 35:46systems that are unbelievably more
- 35:47capable than we are and we can't get it
- 35:49back. Um,
- 35:52and the other is like one person or
- 35:55company or country gets way too powerful
- 35:58relative to everybody else. Um, and
- 36:03I think that's very unstable. I think
- 36:04it's actually be much better for the
- 36:06world for there to be multiple AI
- 36:08efforts with slightly different
- 36:09approaches that are competing with each
- 36:10other and putting out in different ways.
- 36:14And you know, we talked earlier about
- 36:15like the dislike of powerful people. I
- 36:18also have this like dislike of two
- 36:19intense power concentration. Um
- 36:23I think that's like not I think that's
- 36:25not what works. So um I'm hopeful we
- 36:28don't do that.
- 36:29>> So is that what you were thinking when
- 36:30you started it as well? that someone
- 36:33with all the means in the world should
- 36:35not get this power today.
- 36:36>> Well, at least there shouldn't be one.
- 36:38Like you want I think many efforts.
- 36:40>> Okay. And let's say now there are like
- 36:43too many, right? There are four, five
- 36:45large companies. They have all the
- 36:47capital in the world. They have the
- 36:48great talent. They have all sorts of
- 36:51technology research. They all are
- 36:52working at it. What's your unfair
- 36:54advantage in this?
- 36:56Um, I think we have, you know, the most
- 36:59users and the best
- 37:03stack from chips to data centers to
- 37:07models to other things that come around
- 37:09that um to to sort of put an abundant
- 37:14put abundant intelligence into people's
- 37:16hands. Uh I think we have the best brand
- 37:19and the sort of the values that people
- 37:22who are going to use this technology
- 37:24want. Like we want everybody else to
- 37:26succeed and I think people can feel that
- 37:27from us. We don't want to be like the
- 37:28one company to rule everybody. This goes
- 37:30back to our founding.
- 37:31>> No, I was talking about what makes you
- 37:33the Sam.
- 37:34>> Oh me personally.
- 37:35>> What do you think is your super
- 37:36advantage?
- 37:39Uh,
- 37:44well,
- 37:45I've been doing it the longest. I mean,
- 37:47I guess it's not true. I guess Dennis
- 37:48has been doing it longer than me. I I I
- 37:50think I have like a big advantage of
- 37:51just having had a lot of time to watch
- 37:54this development all the way through and
- 37:57not just for the intuitions about how to
- 37:58run the company, but
- 38:00connections throughout the whole
- 38:01ecosystem. Uh, they really helped there.
- 38:04>> Interesting. But you must be doing
- 38:05something right. You said not sure about
- 38:07how to run the company but you're doing
- 38:09something right about the company
- 38:11because when you were fired there were
- 38:12700 people who threatened to resign.
- 38:16What do you think you did right as a
- 38:17founder that 700 people like almost the
- 38:19entire company is ready to back you?
- 38:23>> Um I don't think it's any like one thing
- 38:26but and I don't think this is I don't
- 38:29think it's even mostly about me. I mean
- 38:31maybe the thing that I I did is I got to
- 38:33like you know pick the leadership team
- 38:35and sort of set up how we what we run at
- 38:37and how we how we work. But uh I think
- 38:40the thing that we have done most right
- 38:41is we've just built an extraordinary
- 38:44collection of people really motivated by
- 38:46the same mission um with a very healthy
- 38:48culture for
- 38:51the right combination of being sure and
- 38:54high conviction where we need to be that
- 38:56and being open-minded and exploratory
- 38:58everywhere else. And that that that is a
- 39:01special culture. I I I think like the
- 39:04someday when the history books get
- 39:06written on OpenAI, the thing that I hope
- 39:08they talk about the most is
- 39:12our rediscovery of the kind of culture
- 39:14that makes a great research lab and how
- 39:15why that had gone missing for so long.
- 39:17>> And what can people learn from the
- 39:20culture that you've built here if
- 39:22someone is a young founder who's trying
- 39:23to build something like this? Um, one
- 39:27thing is having
- 39:30very high convictions, extreme clarity
- 39:33on what you are setting out to do. And
- 39:36even if what you set out to do, maybe
- 39:39even more so if what you set out to do
- 39:41sounds crazy to most people, the fact
- 39:44that you are willing to
- 39:48take that approach um to talk and think
- 39:51that way is very appealing to some set
- 39:54of people. And so when we started, we
- 39:57said we're going to try to build AGI and
- 40:00this is the direction that we're going
- 40:01to push in to try to get there. But the
- 40:03main thing is that like we have a bet on
- 40:05AGI and if our initial direction turns
- 40:07out to be wrong, we'll change. There
- 40:10were not many other efforts in the world
- 40:11that were still willing to say they were
- 40:13trying to build AGI. I think even Deep
- 40:14Mind at that point had stopped saying
- 40:15they were trying to do it. And so
- 40:17although most people thought we were
- 40:19crazy and didn't want to be associated
- 40:21with us, we were effectively able to
- 40:23concentrate all of the really talented
- 40:25people that also believed in this. And
- 40:28as I've looked at some of the other kind
- 40:29of great science and innovation projects
- 40:33in recent history, many of them have had
- 40:35that in common.
- 40:37>> Interesting. So you just pick up like
- 40:40incredibly far-fetched big problem and
- 40:43be very clear about it that you're going
- 40:44at it. That's how you build a great
- 40:46culture company. Maybe far-fetched is
- 40:48not what I would pick, but like pick
- 40:49pick a problem that is
- 40:53like point at something that some really
- 40:56talented people really want to work on.
- 40:59Be very clear and focused that that's
- 41:01what you're trying to do and don't
- 41:04hedge. Don't don't kind of like give
- 41:06other people a reason to,
- 41:09you know, don't don't let the fact that
- 41:10you're like some people are going to
- 41:11call you crazy or stupid or worse try to
- 41:14convince you to not
- 41:18to mince your words. Um, and then and
- 41:21then you can get like a very high
- 41:22conviction set of people together
- 41:24pointed at something really important.
- 41:26>> But then
- 41:28you consolidated like you you attracted
- 41:30all this talent in the world, right? And
- 41:32then they started leaving few of them
- 41:35and you call this like AI drama as a
- 41:37Shakespearean. Yeah.
- 41:38>> Right. So let's say Mina left, Ilia
- 41:41left, Dario started something else. Elon
- 41:45>> they all are also building something of
- 41:46their own. They also don't get along
- 41:48like everybody's building their own
- 41:49thing. What is the disagreement about?
- 41:51You guys were the first ones to start
- 41:53it. Now everybody's building their own
- 41:54thing. Um
- 41:59I
- 42:02I think there is something that happens
- 42:05in many people's brains where they only
- 42:07trust themselves to build this because
- 42:09the stakes feel so high. Interesting.
- 42:12But it's and is that because of the
- 42:14approach or is just like
- 42:18the
- 42:20or do you feel the concentration of
- 42:22power in someone else's hand? They they
- 42:24worry about that or they worry about the
- 42:26way that someone's going.
- 42:27>> I think they go together. Um
- 42:33I think it's somehow like
- 42:39his approach is bad and so I can't let
- 42:42power get concentrated in his hands.
- 42:44Something like that.
- 42:46>> It's approach and trust. Yeah.
- 42:47>> Rather than that. And you've gone
- 42:49through all of that. Have you changed as
- 42:51a person with all of this now? Because
- 42:53you've you're young. You've
- 42:55>> not that young anymore.
- 42:56>> Yeah. But you've gone through like
- 42:58people suing you, you starting something
- 43:00crazy, people dropping out. There's
- 43:04government like to find out so many
- 43:06things about you.
- 43:07>> There's no way that
- 43:12anyone
- 43:14was going to like get to build super
- 43:16intelligence and not have a crazy life.
- 43:18Um, so I'm kind of not that surprised.
- 43:23And I remember, you know, early on I
- 43:26kind of didn't think about it in any
- 43:27serious way when we started OpenAI. Um,
- 43:29but then once it became more clear to me
- 43:31that it was really going to work, I
- 43:32remember like thinking very clearly
- 43:34like, man,
- 43:36my life is going to get very crazy and
- 43:41that sucks.
- 43:43But I think I'm kind of like wellwired
- 43:47for it. Like I can deal with a lot of
- 43:51insanity whipping around me.
- 43:53>> Why do you say so? I mean seem that cuz
- 43:56I I like it seems like I can.
- 43:58>> And you were sure about it since you
- 44:00were since you started the company?
- 44:02>> I that I was sure I'd be like okay for
- 44:04dealing with it?
- 44:04>> Yeah.
- 44:04>> No. Um
- 44:07no. Again, when we first started, I
- 44:09somehow like even if I intellectually
- 44:11realized that this would happen if we
- 44:14were really successful, I didn't like
- 44:15emotionally sit with it until later. Do
- 44:17you get nervous usually?
- 44:19>> You don't get nervous, right? I was
- 44:21reading somewhere.
- 44:22>> Um, I mean, I have gotten nervous
- 44:24before,
- 44:26>> but now
- 44:26>> stuff has just gotten so crazy. Feel
- 44:28like my activation energy is very high.
- 44:31>> But now, do you get nervous at all or
- 44:33no?
- 44:34>> Yes, it's just rare. Like it's that's a
- 44:37like the threshold for it is high.
- 44:39>> Nice. So, tell me it's Tell me more.
- 44:41When do you get nervous and when do you
- 44:43not? It's a good thing. The last time I
- 44:45remember it uh was
- 44:49when we were about to announce the
- 44:51Navier Stokes result.
- 44:53I was just like this is like such a
- 44:55crazy I mean this is like the real deal.
- 44:56This is like a you know some of the
- 44:59hardest things that
- 45:02are harder than something that people
- 45:03have been able to do it and AI is now
- 45:04doing and I was just like this feels
- 45:07like a crazy moment and I was I was
- 45:09definitely nervous about that one. That
- 45:10was probably the last like really kind
- 45:12of like heart pounding thing. And do you
- 45:14do anything to get back to normal? Is
- 45:16there some
- 45:17>> I used to meditate a lot.
- 45:18>> Okay.
- 45:19>> Um
- 45:21like a couple hours a day for a while
- 45:23and now I don't. But if I if I do get
- 45:25nervous, I can like quickly drop back
- 45:26into it.
- 45:28>> Quickly get back like just like this or
- 45:30do you have some ritual or some breath
- 45:32work or something that you do?
- 45:34>> Um
- 45:36no. I can just like sit and close my
- 45:37eyes and like get to a meditative state
- 45:39pretty fast still
- 45:40>> in like minutes or seconds.
- 45:43A lot of seconds but not notice.
- 45:45>> Yeah.
- 45:46>> Nice.
- 45:46>> Interesting. So what version of you has
- 45:48died
- 45:50with who like who were you when you
- 45:52started and who have you?
- 45:53>> Um I was like much more carefree like
- 45:56when we started open. I was just like
- 45:58you know I was like
- 46:00I had a very easy life at the time. I
- 46:02had a lot of hobbies.
- 46:04You know I was like free on a random
- 46:06Tuesday night for dinner on short notice
- 46:07with my friends probably. Um, and you
- 46:11know, now I'm like incredibly precisely
- 46:14scheduled and I have not gotten to do
- 46:16anything spontaneous in a long time. And
- 46:18that's very sad.
- 46:19>> And what was that one moment where you
- 46:21were like, "Okay, now I can't be
- 46:23carefree anymore."
- 46:24>> Uh, where you got this realization?
- 46:28>> People like another version of this is
- 46:30people like ask like, "What do you
- 46:31really miss about like your old life?"
- 46:34And
- 46:38the last time someone asked me that, the
- 46:40thing that I realized I really miss is
- 46:42like going to sit in a coffee shop on a
- 46:44Saturday afternoon with like a nice big
- 46:48cup of coffee and my laptop and just
- 46:50like watching the world do its thing and
- 46:52like catching up slowly on email, but
- 46:55mostly just scrolling the internet. And
- 46:57I have not gotten to do that in years.
- 46:59And uh
- 47:02and I don't know why like that was the
- 47:04thing to like really jump out at me as
- 47:06the thing I missed, but I do miss that.
- 47:09>> Interesting.
- 47:11>> And you can't do that anymore?
- 47:12>> I mean, I could do it, but there would
- 47:15be like, you know, two security guys
- 47:17sitting at the tables next to me and
- 47:19like I would not just be like an
- 47:20anonymous person in the world.
- 47:24>> Right. Okay. Coming back to the startup
- 47:27and the people that we were talking
- 47:28about and we missed that YC thread,
- 47:30right? In YC you wrote that you used to
- 47:33ask people how this could become
- 47:35monopoly one day. Why you used to ask
- 47:38this question? Just startups.
- 47:41>> Um you I think we would usually say like
- 47:43what is what's the moat going to be or
- 47:45what's the competitive advantage going
- 47:46to be? But these are all worries that
- 47:48mean the same thing which is like how do
- 47:51you not have all profit margins get
- 47:54competed to zero.
- 47:57>> But is that an important question to ask
- 48:00to when you when you talk about
- 48:03building a moat in a way that it ends up
- 48:05becoming a monopoly
- 48:06>> I think
- 48:06>> from day one because when you start a
- 48:08startup you don't know.
- 48:09>> I don't think it's the most important
- 48:10question. No, I I was going to say I
- 48:11think it's like
- 48:13I think it's not as important as other
- 48:16questions that we ask. It's not the f
- 48:17like
- 48:18>> the only question.
- 48:19>> Not even the first few questions. Like I
- 48:21I'd always start with just like what is
- 48:23the product? Why do users need it? How
- 48:25you going to get more users? So it's
- 48:27like an element of strategy, but I don't
- 48:28think it's like it's it's definitely not
- 48:29the most important one.
- 48:31>> Okay. But is it an important one after
- 48:32like let's say company gets to a certain
- 48:34amount of scale then?
- 48:35>> Yeah. I mean, I think it's some version
- 48:38of the like what is your long-term
- 48:40competitive advantage going to be is an
- 48:42important question. Um, but not like a
- 48:45top
- 48:46it's not the most important question.
- 48:48>> It's not. And then if so, you used to
- 48:51meet like thousands of companies, right?
- 48:53And you have had an incredible investing
- 48:54career as well. So, you chose these
- 48:57companies like Reddit, Stripe, bunch of
- 48:59them.
- 49:01Can you tell after meeting a founder in
- 49:03like 30 40 minutes that this person will
- 49:05be able to build a company or not?
- 49:08>> Not perfectly but yeah I mean I think
- 49:09you can have like a pretty strong
- 49:10intuition.
- 49:11>> What is that? Like tell me what what do
- 49:13you see? What do you understand? What
- 49:14pattern do you see?
- 49:18Uh
- 49:26one of there's like many obvious things
- 49:27that I could say. I'll try to say the
- 49:29ones that I think don't get talked about
- 49:31as much. If they're like a clear
- 49:34communicator and they can really explain
- 49:37things well and it's easy to follow,
- 49:40this is a huge thing that I look for. um
- 49:42if I leave the meeting like convinced
- 49:44that I want to work with them um that's
- 49:47a huge thing I look for because you know
- 49:49a big part of the job of a of a early
- 49:51stage founder is to be an evangelist in
- 49:53all these different ways with founder
- 49:55with other founders with customers uh
- 49:58with people they're trying to hire um
- 50:02with investors so that's something that
- 50:06I I look for um you know if if they can
- 50:10like come up with new ideas quickly and
- 50:12improve on ideas quickly. That's a thing
- 50:14that I look for. Um,
- 50:17you know, if they seem to have like
- 50:19interesting new well-reasoned talk
- 50:21thoughts on the world I haven't heard
- 50:22before, that's a big one. Things like
- 50:23that.
- 50:24>> Interesting. But even after all of this,
- 50:26there's one thing that a lot of
- 50:27entrepreneurs talk about is pain,
- 50:29enduring capacity. Can you judge that?
- 50:34>> I think that's hard to judge directly in
- 50:36a 30-minute meeting. you can ask people
- 50:39for, and I used to do this sometimes,
- 50:41like stuff in their life history that
- 50:44points that out. Um, but I think it's
- 50:48hard to tell that like internal
- 50:49conversation. You have to rely on
- 50:51stories they tell.
- 50:53It's just And can you judge someone's
- 50:56lying or tr or is telling you truth when
- 51:00they tell you some story about they've
- 51:01endured certain amount of pain?
- 51:02>> This is what I mean. I think this is
- 51:03like hard to Yeah.
- 51:06And what's about you? What's what do you
- 51:08think is in you that
- 51:11what amount of pain you can endure that
- 51:1399% of the people will not?
- 51:17>> I don't think this is like my biggest
- 51:19advantage um relative to some other
- 51:21founders I've seen, but I I am like I am
- 51:24really willing to stick with something I
- 51:25believe in and just keep going.
- 51:28>> And who's the other founder that came in
- 51:29your head?
- 51:30>> I didn't have like a particular
- 51:31>> Okay, you just said it just like that.
- 51:33But do you know anyone who has like
- 51:34really good pain enduring capacity and
- 51:36they're like they can just be at it? Um
- 51:41I don't have like one specific name
- 51:43ready to go here but like yeah I was I
- 51:45was definitely impressed by like many YC
- 51:46founders over the years who would just
- 51:48like grind it out without much signal of
- 51:51success and you know with very little in
- 51:53the way of resources and is there a
- 51:55pattern between all of them Stripe
- 51:57Reddit
- 52:03apart from them being good communicator
- 52:06>> um I think there all of these things
- 52:08that are, you know, are
- 52:12traits that many founders share, but
- 52:15there's very few that I would say are
- 52:16absolutes that exist across everybody.
- 52:20Um, one of the
- 52:22one of the great lessons of YC is how
- 52:25many different ways and how many
- 52:26different kinds of founders can be very
- 52:28successful.
- 52:32>> But but what pattern do you see in them?
- 52:35Like because this is just well
- 52:41I
- 52:44I mean again I think there are these
- 52:45things you can say like that you got to
- 52:47be driven and smart and a good
- 52:51communicator and you have to like
- 52:55have an idea you're really willing to
- 52:56commit yourself to and you have to
- 53:02yeah I think we could make this like
- 53:03long list of founders traits and I think
- 53:04we could like a long list of good
- 53:06business traits. But
- 53:09one of the interesting observations and
- 53:11I think why
- 53:13sort of existence proof for how many
- 53:16different ways there are to succeed is
- 53:18if you took the top 10 YC companies
- 53:21and said okay all 10 of these people are
- 53:23great founders clearly all 10 of these
- 53:26are great companies also clearly I'm
- 53:28going to scramble which founder runs
- 53:31which or which CEO runs which company.
- 53:34it would be a disaster.
- 53:37And I think there's many things that one
- 53:39can take away from that observation, but
- 53:41one of them is that like
- 53:44there's many different ways to be
- 53:46successful as a founder and there's not
- 53:48a single pattern that works in every
- 53:49case for every company.
- 53:51>> Is there a way that or a single pattern
- 53:53that can be disaster which is common?
- 53:55Let's say if there's no formula
- 53:58>> found there's many things that are a
- 53:59disaster. um lack of drive, lack of
- 54:02focus, lack of clarity, lack of vision,
- 54:05um lack of ability to like solve hard
- 54:08problems repeatedly with a smile on your
- 54:10face. All of these things are
- 54:11anti-atterns that Yeah. So, uh there are
- 54:15many things that are almost certain to
- 54:17predict failure, but there's al that
- 54:20part is easier.
- 54:21>> A lot of ways, different ways to
- 54:22succeed.
- 54:23>> You said the first thing is lack of
- 54:25drive.
- 54:25>> Yeah.
- 54:26>> And it's it's ambition. a lot of people
- 54:27talk about. Can you train somebody or
- 54:29can you teach somebody to be more
- 54:31ambitious?
- 54:31>> Yes, I think you can. This was one of my
- 54:33most uh pleasant surprises
- 54:37of
- 54:39YC. Um, and I think part of like why YC
- 54:43adds much more value to the world than
- 54:44people realize is that there are some
- 54:47things that maybe you can't train, but
- 54:49you can teach people to become more
- 54:50ambitious. Not everybody. It's hard to
- 54:52predict who you'll be able to, but it
- 54:54can definitely happen. how how do you
- 54:56teach it?
- 54:58>> Um I found that the most successful
- 55:01thing was one combination of a peer
- 55:03group going through the same thing and
- 55:06two getting people to go through
- 55:08successive challenges at increasing
- 55:09difficulty and realizing that they can
- 55:12do more than they think do more than
- 55:13they think better instincts and keep
- 55:14going.
- 55:16>> And did you become ambitious like this
- 55:18when you were in the same peer group or
- 55:20you were ambitious from before?
- 55:22>> No, I think I got much more ambitious.
- 55:26And do you think like the ambition comes
- 55:27from confidence that everyone else
- 55:30around me is ambitious or does it come
- 55:32from insecurity? Um Paul Graham used to
- 55:35say that there was something about like
- 55:36the pressure of demo day coming up and
- 55:39people not wanting to fail. And I think
- 55:41that's kind of that's a version of
- 55:42insecurity. But I think much more it
- 55:44comes from
- 55:47there's like excitement and there's like
- 55:49a positive force of being around these
- 55:50people doing these amazing things and
- 55:51you're like well you know we all entered
- 55:53this together and if they can do it so
- 55:55can I
- 55:56>> for you it's more confidence
- 55:57>> I think so and I I really I really think
- 56:00that people
- 56:03if you keep getting slightly bigger
- 56:04slightly bigger slightly bigger
- 56:05challenges and keep excelling at them
- 56:07you you really do build a lot of
- 56:11successive confidence and learning that
- 56:14Interesting.
- 56:16And
- 56:18is it only the peer circle of the group
- 56:20that makes you like this?
- 56:22>> What do you mean?
- 56:23>> Like is it only that other ambitious
- 56:26people actually give you these things?
- 56:28>> No, I think you can get it lots of ways.
- 56:29But you know, I think we are as people
- 56:31like hardwired to learn from the people
- 56:34around us. There was that there's that
- 56:36famous quote which is like you're going
- 56:38to become the average of your five best
- 56:40friends so you better pick those five
- 56:41people really well.
- 56:42>> You believe in it?
- 56:43>> Not quite, but there's some truth to it
- 56:46obviously.
- 56:48>> What's the worst advice you've gotten as
- 56:50a founder?
- 56:50>> I mean almost all the advice is
- 56:51terrible. I don't know how to pick the
- 56:52worst thing, but I would say I would say
- 56:54the like uh my meta advice to founders
- 56:57is listen to less advice.
- 56:59>> Listen to less advice.
- 57:00>> Listen to less advice. Do you sometimes
- 57:02go home at some point and be like,
- 57:06"Hey, all this [clears throat] advice is
- 57:07maybe right and maybe I'm wrong." I
- 57:10think YC could probably distill
- 57:13five to 10 very important, highly
- 57:17confident pieces of general advice from
- 57:20all of the incredible wealth of
- 57:22experience. Um, and I think you should
- 57:24listen to those five or 10 things. Uh
- 57:27like I think the slogan of YC or the
- 57:30motto whatever it like makes something
- 57:31people want is the like that is like the
- 57:34single commandment of startup advice to
- 57:36the degree there is one thing for early
- 57:38stage startups and then there's like
- 57:40another list of things that are almost
- 57:41as important but
- 57:44you're not going to become a great
- 57:45founder by listening to like the 800th
- 57:47podcast of advice about how to start a
- 57:49startup. You got to just like do it and
- 57:51figure it out on your own. And a lot of
- 57:53the advice that you need is so specific
- 57:56to your case that beyond the like
- 57:58axiomatic truths, there's not that much
- 58:00more to learn from like a one more
- 58:02podcast.
- 58:02>> Interesting. And but you wrote a you
- 58:05wrote an essay, 13 rules to become
- 58:08successful.
- 58:08>> Well, I remember that I wrote that. I
- 58:10don't I don't remember what they were.
- 58:13And I bet I could do a better version
- 58:14now. I bet I could do a shorter version
- 58:15now.
- 58:16>> Okay. So, instead of 13, what would be
- 58:18>> I think this point about compounding the
- 58:20one I had first in there. I think this
- 58:21is probably underestimated.
- 58:24Uh a a lot of people
- 58:31I think don't drive themselves to
- 58:33continued forward progress. The joke of
- 58:35this is like you know sure you have 20
- 58:36years of experience but you have 20
- 58:39times the same one year of experience
- 58:42and you really the thing that I think is
- 58:44so cool about a career is you can build
- 58:46on each successive phase but you have to
- 58:49continue to push yourself. have to like
- 58:50keep doing uncomfortable, non-obvious
- 58:52new things. And a lot of people fall off
- 58:55that very early in their careers. And so
- 58:58staying on the compounding exponential
- 58:59curve um is empirically not what most
- 59:04people do. And I think that's a very
- 59:06good not obvious piece of advice.
- 59:08>> What's the most uncomfortable thing that
- 59:10you do these days?
- 59:12>> Uh
- 59:15I mean kind of like most of the stuff
- 59:17now feels new again. the the
- 59:20figuring out how we're going to navigate
- 59:23this current debate about pacing
- 59:26progress feels like a very difficult
- 59:28thing to get right and pretty important
- 59:31and just yeah hard and new
- 59:33>> and what do you do to make sure that you
- 59:34you get it right. Is there something
- 59:36that
- 59:37>> a lot of time thinking and talking to
- 59:40people and trying to get
- 59:43you know more data and more new ideas
- 59:45into the mix. Do you ever go home
- 59:47sometimes and be like,
- 59:50"Maybe I'm wrong about this."
- 59:51>> Yeah, of course. And I think it'd be
- 59:53disastrous if I didn't. One one of the
- 59:55We talk about like conviction and
- 59:57self-belief and all of that.
- 59:59I I think what some people take that to
- 1:00:01mean is
- 1:00:04don't introspect. Just like be sure in
- 1:00:06what you're going to be sure and don't
- 1:00:07question it. I try to like question
- 1:00:08everything all the time. Uh, I still try
- 1:00:11to like act consistently and with
- 1:00:14conviction until I find a reason to
- 1:00:17change my mind. Um, but I think this is
- 1:00:20really important.
- 1:00:21>> Give me an example. How do you do it? My
- 1:00:23process often is just to keep thinking
- 1:00:25about the same question from every
- 1:00:27different angle, throwing out a bunch of
- 1:00:29bad ideas, trying to like break them
- 1:00:31apart or find problems with them in my
- 1:00:34own head, then going to other people.
- 1:00:36Um, taking more input, trying a
- 1:00:39different version of it out, adapting it
- 1:00:40again. I think it's like an iterative
- 1:00:42process like that.
- 1:00:43>> Like give me an example of this. like
- 1:00:44would you let's say what's your current
- 1:00:46big problem and then you're just
- 1:00:48questioning from different angles and
- 1:00:50>> I think that one that I just gave the
- 1:00:52the like this question of how do we
- 1:00:54think about
- 1:00:56the pace of progress as we enter this
- 1:00:57RSI era and how do we avoid these two
- 1:01:02ways that things could go wrong either
- 1:01:04way from a loss of control incident or a
- 1:01:06concentration of power incident and what
- 1:01:08is the right governance mechanism how
- 1:01:10like how do we think about how smart an
- 1:01:14AI system should be allowed to be
- 1:01:16relative to a person. How quickly can
- 1:01:17that improve? How do we think about the
- 1:01:19questions around
- 1:01:22security and monitoring and alignment um
- 1:01:26and you know where can we afford to take
- 1:01:28risks and not
- 1:01:29>> and does that change when you're at
- 1:01:31home? Because when you're at home
- 1:01:34>> Yeah.
- 1:01:34>> and you see your kids and you see your
- 1:01:36family and you see like okay maybe I
- 1:01:38think from a different lens. I am a big
- 1:01:41I mean
- 1:01:44when I'm with my kids I try to just hang
- 1:01:46out with my kids and be the best dad I
- 1:01:47can be and I try not to get myself
- 1:01:48distracted think about other stuff. Um,
- 1:01:50but I have noticed a big difference like
- 1:01:54on the weekend mornings when I'm working
- 1:01:55at home versus in the office. And I am I
- 1:01:58am a real believer for me at least that
- 1:02:02finding some sort of rhythm where you
- 1:02:04can like intensely be with people and
- 1:02:07working very interactively and then have
- 1:02:09real chunks of time where you can like
- 1:02:11shut out the world and just like think
- 1:02:13and work on your own. That back and
- 1:02:15forth rhythm is super important to my
- 1:02:17particular style. You can do that easily
- 1:02:20or you have to learn hard way.
- 1:02:23>> Yeah, that's just what works for me.
- 1:02:24It's very natural and easy.
- 1:02:26>> Shutting down and shut like just being
- 1:02:28>> shutting down. It's just like a very
- 1:02:29different way of working. Like when I'm
- 1:02:30working at my office at home, it's like
- 1:02:32a very solo style of work. And if I only
- 1:02:36did that, it would be a disaster. But if
- 1:02:38I didn't have that and only was like
- 1:02:39constantly in meetings at the office,
- 1:02:41that also wouldn't work for me. So I
- 1:02:43need that back and forth.
- 1:02:45>> Interesting. And when I asked you about
- 1:02:47the family, I what I meant to is
- 1:02:50because you said this is the biggest
- 1:02:51fear that you have that it could go
- 1:02:53either way. Do you feel that when you're
- 1:02:56gone and you're not there to guide or
- 1:02:59protect your kids or family, would you
- 1:03:01be very comfortable
- 1:03:04your kids growing up in the world AI
- 1:03:06powered world which you're helping
- 1:03:08create today?
- 1:03:11Yeah, I think it I mean as I said
- 1:03:13earlier there's all these ways it could
- 1:03:15go wrong and uh so I don't know what the
- 1:03:18future's going to be look like look like
- 1:03:19but I am comfortable that
- 1:03:24I have enormous trust in people to
- 1:03:27figure out how to adapt and thrive and
- 1:03:32make society better for all of us and
- 1:03:35yeah I think the world will keep will
- 1:03:37most likely keep getting much better.
- 1:03:38>> Perfect. Well, here here's the last two
- 1:03:41questions that I ask everybody. What's
- 1:03:44the most extraordinary thing you want to
- 1:03:46build next?
- 1:03:47>> Oh, man. Um, the thing that immediately
- 1:03:50came to mind is I am extremely excited
- 1:03:52to see how far we can push AI to
- 1:03:55discover new science. Um, math
- 1:04:00the math results were quite amazing to
- 1:04:01me and it really made me think that we
- 1:04:03are closer to this milestone than I
- 1:04:06expected us to be. But a machine that
- 1:04:09can help us understand the world better,
- 1:04:12discover, you know, the deepest insights
- 1:04:13in physics, figure out new medical
- 1:04:17treatments, uh new source of energy,
- 1:04:20things that I think we can't even
- 1:04:22imagine but that better scientific
- 1:04:23understanding will enable. Um I am
- 1:04:26extremely excited for us to go build
- 1:04:28that that machine. I I have always been
- 1:04:31struck by how much of the world getting
- 1:04:34better is better scientific
- 1:04:37understanding and the fact that I think
- 1:04:40we can now
- 1:04:41really have AI accelerate that is going
- 1:04:43to be transformative for for humanity
- 1:04:46>> and that's something that you want to
- 1:04:47build.
- 1:04:48>> Yeah.
- 1:04:49>> And what's the cost of becoming Sam
- 1:04:52Alman? Becoming this person who is
- 1:04:55probably shaping the most important
- 1:04:57technology of mankind. H
- 1:05:08it's hard to answer that cuz like
- 1:05:09subjectively it's just like this is my
- 1:05:11life now. You know I I
- 1:05:15I gave you like the trivia example
- 1:05:17earlier of
- 1:05:21I I can't go work in a coffee shop on
- 1:05:23the weekends. Um,
- 1:05:26but
- 1:05:32I feel like so incredibly lucky to get
- 1:05:34to do all this that although it's like
- 1:05:35tiring and stressful and, you know, a
- 1:05:38lot of people's anxiety gets projected
- 1:05:39onto me and there's like all of these
- 1:05:42just sort of like life trade-offs,
- 1:05:45this is like all I know now. Everything
- 1:05:47else is this like distant memory of this
- 1:05:48past thing. So I don't like
- 1:05:52I don't have this like real like
- 1:05:54suffering. Oh, it's so horrible. What's
- 1:05:56happening to your mindset about it?
- 1:05:58>> Fair. Fair. Well, thank you so much.
- 1:06:01>> Thank you very much for having me on.
- 1:06:02>> Thank you. It was really good. I hope we
- 1:06:04get to do this many more times.
- 1:06:06>> Me too.
- 1:06:07>> At some point we'll just deep dive and
- 1:06:09like do a much longer version of it. But
- 1:06:11thank you so much for doing this.
- 1:06:13>> Thank you.
- 1:06:15>> Thank you.
- 1:06:16>> I appreciate it.
- 1:06:17>> Hi.
- 1:06:17>> How's it going?
- 1:06:18>> Good. Hi, I'm Raj. Nice to meet you.
- 1:06:20>> Thank you so much for doing this. Nice
- 1:06:21to meet you, too.
- 1:06:22>> Thank you so much for doing this.
- 1:06:24>> How are you?
- 1:06:25>> This is cool. I'm good.
- 1:06:27>> You like the setup?
- 1:06:28>> I've never seen a setup like this
- 1:06:29before. I do like [music] the setup. No,
- 1:06:31I'm good. It's like it's uh it's an
- 1:06:33extraordinary time in terms of just all
- 1:06:35of the model progress.
- 1:06:36>> How are you doing?
- 1:06:37>> Good. I'm pretty pretty good at this
- 1:06:40point. Little nervous, but I think I'll
- 1:06:42get through.
- 1:06:45>> I would love if you would try this.
- 1:06:47Yeah, of course. You tell it's great.
- 1:06:55>> Tastes good.
- 1:06:56>> Oh, perfect.
- 1:06:57>> What's What's the most important of the
- 1:06:59mushrooms?
- 1:07:00>> What is it? Lion's mane and
- 1:07:03>> Yeah.
- 1:07:04>> Yeah. I feel good.
- 1:07:06>> You feel good?
- 1:07:06>> Yeah.
- 1:07:07>> Oh, amazing. That That's We'll send you
- 1:07:09a lot of options.
- 1:07:10>> Thank you so much for watching this
- 1:07:11episode till the end. All I want you to
- 1:07:14do is three things now. Number one,
- 1:07:16please subscribe. The more you
- 1:07:17subscribe, the better the guests we will
- 1:07:20be able to get for you and the more
- 1:07:21valuable conversation we'll be able to
- 1:07:23build. Number two, please comment and
- 1:07:26tell us what did you like about this
- 1:07:28episode and what you didn't like about
- 1:07:30this episode. And who are the kind of
- 1:07:33guests who you want to see? Please give
- 1:07:35us those suggestions in the comments. We
- 1:07:36read almost all of them. And number
- 1:07:39three, please share this episode with at
- 1:07:42least one person whose life will change
- 1:07:45after listening to one of the lessons
- 1:07:47from the episodes. I'll see you next
- 1:07:49time. Until then, keep figuring out.
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