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The Biggest Launch Since ChatGPT (Muse) — Transcript

by Cleo Abram · 13,018 words · 1,135 segments · language en · Watch on YouTube

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  1. 0:00What's happening right now is a big deal.
  2. 0:01This is the biggest launch since ChatGPT.
  3. 0:03It's called Muse. "Muse." "Muse." "Has the tech world buzzing." "5
  4. 0:08million downloads in 22 days." "Surpassing ChatGPT" And he built it.
  5. 0:13Most people are using AI to answer questions, basically
  6. 0:15glorified Google search.
  7. 0:17This is something totally different.
  8. 0:19"It's an AI agent" "Built for everyday life." "We believe that Muse will
  9. 0:23make you money." "One guy had Muse help plan a weekend away with his
  10. 0:26wife." It can make phone calls.
  11. 0:28It can do tasks for you.
  12. 0:30But for it to work, you have to trust it, first with your personal information,
  13. 0:34then to do what you actually want it to do, and then that it's not gonna, well,
  14. 0:40get out of control, all at a time when the most important AI leaders are warning
  15. 0:44us that AI is getting out of control.
  16. 0:47And I urge you to urge me to stop.
  17. 0:50If you understand what's happening right now with Muse, you'll understand
  18. 0:53the biggest things happening in AI.
  19. 0:56So what can it actually do?
  20. 0:57When should we trust it?
  21. 0:59And what do we need to do to make sure this goes right?
  22. 1:03And we're at the moment of, like, peak insanity.
  23. 1:06Why are all these billionaires obsessed with restaurant reservations?
  24. 1:09We have a shared interest in making sure this technology
  25. 1:12does not go horribly wrong.
  26. 1:13Is that something that's happening in some private room somewhere?
  27. 1:16The degree to which certain personal animosities are actually defining
  28. 1:21how they're developing this really important technology is insane to me.
  29. 1:30Amazing Let's do this.
  30. 1:33Okay. Welcome.
  31. 1:34How have you been?
  32. 1:35I'm good.
  33. 1:35I'm really good.
  34. 1:36How have you been?
  35. 1:37This is- It's been kind of insane, yeah.
  36. 1:40Yeah.
  37. 1:41What does it feel like?
  38. 1:43We didn't expect that it would be such a hit, so I feel amazing for, like, the
  39. 1:48whole team and everyone who, like, worked so hard on it 'cause it's, like, it's
  40. 1:51really come together and become a thing.
  41. 1:53So… That's what I'm excited to talk about.
  42. 1:55I know you know all about the show already.
  43. 1:57But this isn't, like, a traditional interview.
  44. 2:00Like, I'm not gonna ask about financials.
  45. 2:02I'm not gonna ask about management style.
  46. 2:03You just launched one of the most popular consumer tools of all time, and so the
  47. 2:09only thing that I wanna know is what's the future that you're working toward
  48. 2:13with that tool, and how can this audience that's really optimistic and really wants
  49. 2:18to be part of making sure that that future go right, how can they feel like they're
  50. 2:23part of the decisions that are being made?
  51. 2:26Yep.
  52. 2:26All of that.
  53. 2:27Yeah. That's what we do.
  54. 2:28One of the reasons I wanted to talk to you was I've always
  55. 2:31appreciated that you're really blunt.
  56. 2:36Like, I, I honestly think that people need straight talk about this.
  57. 2:42I think that they feel confused, and I wanna get at what's really
  58. 2:46happening, what have you built, how are people using it, how are they
  59. 2:51not, what are the real challenges.
  60. 2:54I think one other interesting thing is given how popular Muse
  61. 2:57has become, I want to use it as a way to talk about other things in AI.
  62. 3:04Awesome.
  63. 3:04Okay.
  64. 3:05Let's get into it.
  65. 3:06Muse is the fastest-growing consumer tool since ChatGPT.
  66. 3:09Faster than ChatGPT, I think, and it feels like this is the moment when
  67. 3:13we're moving maybe from chatbots to agents, but there have been a lot of
  68. 3:18other popular agents, mostly in code, and I'm curious, why do you think
  69. 3:23this is happening for Muse right now?
  70. 3:24Why is Muse exploding like this?
  71. 3:26I think one of the mysteries of AI so far this year, for most of the year, has been
  72. 3:31that agents were happening for engineers and software engineers and coders, and
  73. 3:36then nobody else in the world, like, was experiencing it, knew what it was, like,
  74. 3:41understood exactly what was happening.
  75. 3:42And so for most of this year, you've kind of had this, like, two dialogues
  76. 3:47almost where people who do code and could see how powerful AI was becoming
  77. 3:52and, and how useful it was becoming were like, "Oh my gosh, this is incredible."
  78. 3:56And then everyone else was kind of like, "What are you talking about?
  79. 3:59I just still use a chatbot.
  80. 4:00Like, it's, like, a little bit better than Google, but what are you guys all
  81. 4:03freaked out about?" And, um, and one of the things that we were really excited
  82. 4:07to do is how do we take the magic that engineers and coders and developers
  83. 4:12are seeing and bring that to everyone?
  84. 4:15One of the things that, that has happened over the course of the past
  85. 4:18year is, like, the AI models started out as pretty janky agents, and you
  86. 4:22kind of had to struggle through them to get them to work, and then they
  87. 4:25slowly got better and better and better.
  88. 4:27And most of the industry's been really focused on making them just, like- Better
  89. 4:31and better and better at coding.
  90. 4:33But we really felt this was like a s- a big gap because most people in the
  91. 4:36world, they don't know how to code.
  92. 4:38They d- probably never even want to code.
  93. 4:39Um, but they still wanna feel the experience of agents and, um, having
  94. 4:45AI that is able to do more for you and actually start taking on more end-to-end
  95. 4:50workflows and take on more tasks for you.
  96. 4:52So that was really the goal behind Muse, and I think we spent a lot of time
  97. 4:56polishing all the little details to make sure that it would just work for people
  98. 5:02because we knew that, like, developers can kind of withstand a lot of jank
  99. 5:07and a lot of stuff breaking and, like, they can kind of deal with all of that
  100. 5:10because, you know, they're, they're…
  101. 5:12It's technology.
  102. 5:12They're used to dealing with, you know- Yeah … unripe technology.
  103. 5:15But for everyone, you have to make something that's really smooth
  104. 5:18and, and really works for them.
  105. 5:20That also helps explain the big gap, I think, between what it feels like for most
  106. 5:26people to actually use AI, when they were using a chatbot in particular, and the
  107. 5:31conversation around AI that's it's gonna take everyone's jobs, it's really scary.
  108. 5:35It's, you know, there's a, there's a macro conversation happening, and then there's
  109. 5:38an experience that people are having.
  110. 5:40And it just seems like those things are really, really far apart.
  111. 5:43And to your point, Muse is giving more people the opportunity to have
  112. 5:47the insight that computer engineers had, you know, call it a year ago.
  113. 5:52Yeah. Is that fair?
  114. 5:53I, I think that's true, yeah.
  115. 5:54Yeah.
  116. 5:54There are also moments in history that I think feel similar.
  117. 5:57Would you say it's like the mobile phone moment for agents?
  118. 6:01There are, you know, billions of people brought online by mobile phones that
  119. 6:05never had PCs because it was easy and simple to use, and they didn't, you
  120. 6:09know. I actually hadn't thought about that until you just mentioned it, but I
  121. 6:13think it's a great analogy because it's
  122. 6:15These models, they're improving really fast, and they're
  123. 6:17improving really, really quickly.
  124. 6:18And it's really important that we, as those models get better, that
  125. 6:22the, the superpowers that they, they lend can be given to, like, literally
  126. 6:27everyone all around the world.
  127. 6:29The part that I like about the analogy is, like, um, so much of it is just
  128. 6:33about figuring out how to package it all together into a form factor that, um,
  129. 6:39will resonate with people, and that's what we spent a lot of time trying to
  130. 6:42craft and get right and, and make perfect.
  131. 6:45Which also gets to one of the interesting initial reactions that I've heard
  132. 6:49of Muse, which is, is everybody's life more complicated than mine?
  133. 6:53Like, I wake up, I go to work, I play with my kids, I have one
  134. 6:57restaurant reservation a month, I plan one vacation with my spouse.
  135. 7:01Like, why are all these billionaires obsessed with restaurant reservations?
  136. 7:05Why do I need an assistant?
  137. 7:07How would you answer that?
  138. 7:08Whenever I explain Muse to someone just who knows nothing about it,
  139. 7:12um, I just say, like, Muse can help save you money and save you time,
  140. 7:16and everybody in the world wants to save money and wants to save time.
  141. 7:20Depending on what your lifestyle is, that can mean a different thing to you.
  142. 7:24I think almost everyone has, like, subscriptions that they shouldn't be
  143. 7:28paying for or subscriptions that are really expensive, like cable bills or
  144. 7:31insurance, and for a lot of people, their magic moment with Muse is just saving
  145. 7:36money on things that they shouldn't be spending money on or they shouldn't be
  146. 7:39spending so much money on, or finding gift cards that they hadn't spent or,
  147. 7:43you know, the list goes on and on and on.
  148. 7:45I think it's awesome that so many people are experiencing that.
  149. 7:47I think that's, like, great because these are things that, they're just,
  150. 7:50I think for most people, they're just so boring- That you would never get to
  151. 7:54Yeah, actually, like, handling them or, or dealing with them, but, you know, your
  152. 7:58agent, Muse, can just do that for you.
  153. 8:00And then they're saving time, which I think for, for lots of people, I think
  154. 8:04there are always experiences that are just way more frustrating than they should
  155. 8:06be, like going to the DMV is one example.
  156. 8:09We actually, when we built Muse, we, like, specifically tested it to see if it
  157. 8:14could deal with the DMV website because that was, like, the pinnacle we thought
  158. 8:18of, like, the most frustrating experience for any human is dealing with the DMV.
  159. 8:24So we kne- we needed to have Muse, like, be able to, to do well in that situation.
  160. 8:29We've seen people use it for, like, yeah, navigating the
  161. 8:31healthcare system's a big one.
  162. 8:32Medical claims is, like, a huge one that, like, most people just… It's,
  163. 8:36like, so complicated and annoying that it's just, like, incredibly frustrating.
  164. 8:40We've seen people, like, use it to help run their small business.
  165. 8:43We've seen a lot of people, like, use it to help run their social media
  166. 8:46even, and I think the medical system is a really good example 'cause
  167. 8:50it's, like, so hard to understand.
  168. 8:53And I think the, the you know, one of the best ways to put it is, like,
  169. 8:56I think the cases where people…
  170. 8:58where it's, like, a huge lifesaver are the cases where, like, otherwise you
  171. 9:01would be at your computer, you'd have to Google, like, 50 different things.
  172. 9:05You have to read, go to, like, 100 different websites and try to figure
  173. 9:08out what the hell is going on, and it couls, it's just, like, this
  174. 9:12incredibly frustrating experience, or you could have your Muse do it.
  175. 9:15I also think about how many things I suspect are made difficult
  176. 9:22and time-consuming on purpose in order to frustrate me so much
  177. 9:25that I don't get to the end?
  178. 9:26How many claims are actually designed to be that hard so that I give up?
  179. 9:30And I wonder what effect more people having more patience because
  180. 9:36they have support will have on that kind of systems engineering.
  181. 9:40One of the, the little memes that I made of the little Muse was, uh, Muse in
  182. 9:44Hood, which is like a Muse Robin Hood.
  183. 9:47But I think there's, like, a real truth to this, which is there are lots of things
  184. 9:52that exist in the world that are, to your point, meant to be hard so that mo-
  185. 9:58like, uh, canceling subscriptions is one of the best examples, where there's some
  186. 10:02subscriptions where you have to, like, click on one thing and click on another
  187. 10:05thing, and then click on, like, the little piece of text, and then not click the big
  188. 10:09red button, but click the other button.
  189. 10:10And, like, that's just, like, the perfect example where there's lots of cases
  190. 10:14where things are designed to be hard for people, and I think, like, this is
  191. 10:19giving people the tools to be able to just do those things seamlessly and easily.
  192. 10:24I got access to the calling, um, and I had it make a call this
  193. 10:27morning, which it did successfully.
  194. 10:29What does it sound like on the other end?
  195. 10:31I think it's clear for the other end that it is, like, an AI, and I think
  196. 10:35if you look, read the, you know, we show, we show users the transcript.
  197. 10:39Like, if you see the transcript, like, the beginning of the call I
  198. 10:41always think is really funny because it's like, "Hi, I'm so-and-so.
  199. 10:44Um, I'm Cleo's assistant, and, uh, this call is being recorded." And I
  200. 10:49think it's just, like, always this very funny beginning of a call. "Hi, I'm
  201. 10:53Haley calling on Cleo Abrams' behalf.
  202. 10:55I'm transcribing our call for notes." What are some examples of when it's
  203. 10:59messed up for you or when it's, you feel like categories it struggles for still?
  204. 11:03One thing that we're, we're always trying to improve is the memory
  205. 11:08of these Of these agents, right?
  206. 11:10And this is still one of the more unsolved problems, I think, for a lot
  207. 11:13of these agents, is having the-- You know, the, the memory of the agents
  208. 11:17is, like, not like that of a human.
  209. 11:19Um, sometimes it can feel like it's like that, but it is really different.
  210. 11:23So that's one area where we're, like, always trying to improve.
  211. 11:25We always wanna, wanna figure out how to make the agents better.
  212. 11:28And then, like, we want them to be able to continue doing
  213. 11:32more and more complex tasks.
  214. 11:33I, I find this really funny, but there's, um, there's a lot of people
  215. 11:36who will just, like, ask their Muse, "I want you to make me $10,000."
  216. 11:40And obviously, not everyone can just ask their Muse to make them $10,000, but,
  217. 11:43like, I think, I think these kinds of, like, more amorphous, nebulous tasks,
  218. 11:47like, we want Muse to be able to at least, like, build a plan and figure
  219. 11:50out and, you know, you're gonna have to do your part if you wanna make $10,000.
  220. 11:54But I think we wanna enable the, the agent to do more and more kind of complex and
  221. 11:59esoteric tasks, um, to help the users.
  222. 12:02There are some things where I feel emotionally, even if Muse could do
  223. 12:07them, I would prefer that they didn't.
  224. 12:08So for example, if I'm texting a friend and I find out that
  225. 12:11their Muse agent is responding to me, I would be offended by that.
  226. 12:15Are there categories of things that you think explicitly Muse should
  227. 12:18not do that are sort- just, like, extremely deprioritized, not because
  228. 12:23they're technically that hard, but because socially, not the point?
  229. 12:27A lot of what we care about is, like having Muse kind of like clear the way
  230. 12:32such that you can spend more time on the things that you want to do and the
  231. 12:36things that you enjoy doing, and the things that are, like, valuable to you.
  232. 12:38We generally speaking want to figure out how to make someone's Muse
  233. 12:44is like a different entity than them.
  234. 12:46That's why it's like a little cute guy.
  235. 12:49Um, uh, and, and we want to, over time, continue making that more and
  236. 12:53more clear because, um, to your point, like it is socially weird if you're
  237. 12:57like you think you're talking to your friend and it just happens to be the
  238. 13:00little Muse, the little Muse guy- Yeah behind the, behind the curtain.
  239. 13:03Speaking of what they look like, one of the things I've visited humanoid
  240. 13:07robots before, and one of the things they spend a lot of time thinking about
  241. 13:10is how to make it cute so that you like them and you want them in your home,
  242. 13:13or at least you're not afraid of them.
  243. 13:14What did Muse look like in previous iterations, and how did you
  244. 13:18decide on that particular guy?
  245. 13:20I think this is, like, one of the most shocking things.
  246. 13:22What the Muse looks like now is what he looked like in the very first prototype.
  247. 13:28It's kind of one of these, like, rare things where the, the very
  248. 13:32first version was just perfect and then just, like, grew on all of
  249. 13:35us, and we ended up going with it.
  250. 13:36We had lots of debates about it, uh, which are, you know, in retrospect will
  251. 13:41be some of my funniest meetings of like, you know, a bunch of serious adults
  252. 13:44getting in a room, like arguing about this cute little, um, you know, character.
  253. 13:50But, uh, but yeah, I mean, I think we were like, is it not serious enough?
  254. 13:54Is it, like, too playful?
  255. 13:56Does he need to be more colorful?
  256. 13:57Like, these were, like, all things that we asked the questions
  257. 13:59on, and we looked at them.
  258. 14:00We're like, "No, he's perfect." What is the big vision here?
  259. 14:04I sometimes struggle when talking to AI leaders to push people to think
  260. 14:07about more than, like, five years out.
  261. 14:09But what is, what is the vision here?
  262. 14:12Is it that Muse becomes my layer on everything on the internet?
  263. 14:17Is it, like, map this out for me if it goes the way that you hope it does.
  264. 14:21What we really want Muse to be over time is kind of this, like, general manager,
  265. 14:28so to speak, that helps you accomplish all the things you want out of life.
  266. 14:33So, like, I think, I think one of the kind of tragedies of the modern world is
  267. 14:40that, like, um, most people have wants and dreams, um, that can range from,
  268. 14:48like, really big ideas, like, hey, I want to start a company, or I want to cure
  269. 14:53disease, or I wanna save the planet, all the way to, you know, small wants that are
  270. 14:58like, hey, I wanna spend more time with my family and, uh, I want to eat healthier.
  271. 15:02And, you know, um, and, and there's a whole range, but for most people,
  272. 15:07I think there's just so many- barriers and burdens in the way.
  273. 15:11What I really hope it accomplishes is help every single one of the eight billion
  274. 15:16people all around the world be able to, uh, accomplish their wants and dreams.
  275. 15:21And, um, I think this is like, you know, if we are able to accomplish that, like,
  276. 15:27I think the world will seem insane.
  277. 15:29That's what we really want Muse to be and what, what we think it can, it
  278. 15:32can be, uh, if we keep working at it.
  279. 15:35You know, it's really nice to hear you talk about giving people time back
  280. 15:39because for a really long time I have felt, and I think a lot of people have
  281. 15:42feel, have felt like So much of the financial incentive of most tech products
  282. 15:49that I use, especially the ones that are ad backed, is to take my time, is to
  283. 15:54distract me from the things that I want.
  284. 15:57Muse is free right now.
  285. 15:58It probably will have ads in the future.
  286. 16:00Is there a tension between giving people their time back and having an
  287. 16:05ads-based business, or are there other incentives about, like, Muse steering
  288. 16:11me down a path that isn't quite what I said I wanted because it's ad backed?
  289. 16:15How do you add ads to a product like this?
  290. 16:18First off, like, I think right now it's, it's free.
  291. 16:21There are subscription tiers.
  292. 16:23I think we think that there's plenty of, of, um, business models that
  293. 16:28are really aligned with user around, like, for example, if they, um, if
  294. 16:33they're buying things using Muse or Muse is saving them money or, um, Muse
  295. 16:37is making them money, like figuring out a way to, to take some small fee
  296. 16:41on, on those kinds of transactions.
  297. 16:43Um, so I wouldn't say we're spending that much time thinking about, um,
  298. 16:49you know, ads necessarily right now.
  299. 16:51That being said, like, I don't think ad-based models are necessarily
  300. 16:54synonymous with, like, you needing to take all of your time.
  301. 16:58I think Google Ads are a really good example of this, where, yeah.
  302. 17:01when I go to Google, my, my dream is to get in and get out, and I don't
  303. 17:05think Google's really trying to stop me from getting in and getting out.
  304. 17:07But they've built something obviously pretty incredible, and so, yeah, I don't
  305. 17:11think it's a necessity by any means.
  306. 17:13Um, I think, again, I think if we actually accomplish this thing that
  307. 17:18I'm saying, which is people are using Muse to, uh, really, like, do the
  308. 17:24things that they want to do and do…
  309. 17:26and, like, really, like, you know, in a non-corny way, like, accomplish
  310. 17:30their dreams, I think it's, I, you know, I think there's gonna be a lot
  311. 17:34of ways to, to make that sustainable.
  312. 17:38So when I think about mapping out a future to get there, to this optimistic
  313. 17:43vision, one of the most important things is what do we need to get
  314. 17:46right, what challenges do we need to avoid in order to make that true?
  315. 17:49I want to hear you use Muse and how you've dealt with these challenges at Muse as
  316. 17:54an example of larger questions in AI.
  317. 17:58I think everything that I'm about to say applies to basically
  318. 18:02every AI product, and I would be curious if you disagree with that.
  319. 18:05I think there are basically three levels here.
  320. 18:08Level one is privacy.
  321. 18:11So you say, "I download Muse." And then I get to the point where it
  322. 18:14asks to be connected to my Gmail, and I say, "Whoa, whoa, whoa, I'm
  323. 18:18not sure that I wanna do that.
  324. 18:19Like nope, nope, I'm out." That, at the lowest level, is a concern about
  325. 18:23the relationship between the user and Muse itself, and therefore Meta.
  326. 18:27So what is Meta going to do with my information?
  327. 18:30Could hackers get that information?
  328. 18:32And in some countries, can governments get that information somehow?
  329. 18:36I know that you've spent a lot of time thinking about this.
  330. 18:38I'd like to get as detailed as we possibly can here for a lay audience.
  331. 18:42What is the sentinel agent?
  332. 18:43What is Muse Confidential and Secure VM?
  333. 18:46How do you think about this in terms of what can Muse see and not
  334. 18:50see, and things people should know about this first level of privacy?
  335. 18:54Muse is built on top of the, the secure VM, the Muse secure VM.
  336. 18:58And, um, that is a completely sandboxed virtual machine, uh, or think about it as
  337. 19:05like a, a mini sandbox computer- Mm-hmm
  338. 19:07that is sort of isolated.
  339. 19:10The information that you share with, with Muse is stored in
  340. 19:13that little secure computer.
  341. 19:15It is not stored elsewhere.
  342. 19:17Um, and that little secure computer is sort of like your home,
  343. 19:20your Muse's home, so to speak.
  344. 19:22Inside that secure VM, you have a, uh… we have a very, uh, pretty sophisticated
  345. 19:29security architecture because, you know, we knew that privacy and security,
  346. 19:34frankly speaking, were gonna be some of the most important things for, for most
  347. 19:38consumers to, to get them to adopt it.
  348. 19:40So as you mentioned, we built a sentinel, a, uh, this sort of
  349. 19:43architecture with a sentinel agent.
  350. 19:45So the way it works is that, uh, the, the model or the AI agent on
  351. 19:51the inside, as it's, um, going about and, and doing its work, whenever it
  352. 19:56wants to, uh- communicate outwards.
  353. 19:59So it, it wants to take any information and send it out, either to do, you know,
  354. 20:04um, fill it out on a website, or send a message, or make a phone call, or,
  355. 20:09you know, any case where it would take information from outside of that virtual
  356. 20:13machine, there's a separate agent, uh, the sentinel, that's watching and making
  357. 20:19sure that, um, it's kind of like a, almost like a traffic cop or something.
  358. 20:23It's just, like, making sure that, you know, uh, there's nothing, uh… It's
  359. 20:27not saying like, "Oh, whoa, whoa, whoa, that information, like, that's your
  360. 20:31credit card number or Social Security number," or whatever it might be.
  361. 20:34Like, do not share that.
  362. 20:36That should stay, that should stay inside.
  363. 20:37And then the last thing that we do is, um, uh, a lot of human loop verifications.
  364. 20:42So whenever Muse wants to connect to a new website or send information
  365. 20:48to a new website, um, there will be, like, a little dialogue that pops up.
  366. 20:51Which asks the user, like, "Hey, are you okay with Muse contacting this
  367. 20:55website or sending information to this, this website," and whatnot.
  368. 20:58And, um, and we, uh, and some people have said we're, like, really annoying
  369. 21:03with it, that we like, are constantly asking people to approve where
  370. 21:07their Muse is sending information.
  371. 21:08But we just wanna make sure that, you know, people know exactly what their
  372. 21:12Muse is interacting with and, and, and understand that really deeply.
  373. 21:15Then in addition to that, we are building, um, and will release soon, uh, what's
  374. 21:20called the confidential VM, which will be an even more secure and private
  375. 21:25offering where it's even more encrypted, it's even more secure, um, and, uh, it's
  376. 21:31actually designed by, uh, the creator, the person who built WhatsApp encryption
  377. 21:36and, and helped build other en- you know, encryption on other major messaging
  378. 21:39platforms, like Moxie Marlinspike?
  379. 21:41Moxie Marlinspike, exactly, who's, I would say, one of the real luminaries in
  380. 21:45the industry about security and privacy.
  381. 21:47And that's something that, that will be an additional offering that we,
  382. 21:50uh, are going to be releasing soon.
  383. 21:52Why launch without it?
  384. 21:53Why launch first with secure as opposed to waiting for confidential?
  385. 21:57I think I got that right, right?
  386. 21:58Secure is the one now.
  387. 21:59Yeah. Confidential's coming later.
  388. 22:00Sec- secure is the one now, confidential's the one later.
  389. 22:02There's a lot of technical challenges to get the confidential VM working right,
  390. 22:05and even, even when it's released, there are, there are going to be trade-offs
  391. 22:11associated with the confidential VM.
  392. 22:13Like, because of how it's architected and because of various technical trade-offs
  393. 22:16you have to make, it might be a little bit slower, it might have other challenges.
  394. 22:19So, um, we wanted to get a great experience that we knew already
  395. 22:24we'd invested a ton of resources into safety and security.
  396. 22:27Um, you know, we actually delayed the launch of Muse for many months to get the
  397. 22:34safety and security exactly right, um, before, before ultimately releasing it.
  398. 22:40Uh, so we feel really, really good about what we, what we have released.
  399. 22:43That being said, we're always trying to push the, you know, push the envelope
  400. 22:47on how to make it even more secure, and, and we'll be, you know, coming
  401. 22:50out with a confidential VM soon.
  402. 22:51Does that mean when the confidential VM comes out, if a government, and there
  403. 22:56are many places around the world where people might be using Muse where they're
  404. 22:58worried about this, if a government asks for data similar to WhatsApp, Meta
  405. 23:03cannot give it, even if they wanted to?
  406. 23:05Yeah, so our goal with the confidential VM is to give the same guarantees that
  407. 23:09we're able to offer for WhatsApp, yeah.
  408. 23:11Okay, so this is moving into level two.
  409. 23:14Let's say I do decide to give Muse all of my information, and I say,
  410. 23:20"I want you to do X task." Let's say I say, "I really want you to get my
  411. 23:26grandmother an appointment at this one specific doctor that's really
  412. 23:29hard to get an appointment with.
  413. 23:30Could you go do that?" And it goes out, and it tries all of the ways to
  414. 23:36book appointments, and it, you know, tries, you know, secret ways that I
  415. 23:39don't know about through discounts or whatever, and then it reaches a
  416. 23:42point where it can't do that anymore.
  417. 23:44It's really important to me that it not do things like give the doctor a bunch of
  418. 23:48private information about me, like what's in my bank account, to try and bribe it
  419. 23:52or find out information about the doctor to try and blackmail the doctor, right?
  420. 23:56From a human perspective, this is just, "Do the task that I asked you to do,
  421. 24:00but don't break any laws, and also don't break any ethics or etiquette rules
  422. 24:05that aren't literally laws, but it would not be cool if you emailed the doctor
  423. 24:08100 times," or something like that.
  424. 24:11Internally, my understanding is, and we use a lot of new words, I think, for AI.
  425. 24:15Mostly this is, like, laws, etiquette, ethics.
  426. 24:18But internally, you call this discretion.
  427. 24:21How do I know that Muse has good discretion, and how do you build a tool
  428. 24:26that does what you tell it to do, but also understands the way you want that
  429. 24:31done without you having to say exactly everything you don't want it to do?
  430. 24:37Yeah, so this is incredibly, incredibly important.
  431. 24:39Um, I think, like, oftentimes, uh, we wanna make sure that even when
  432. 24:44you don't explicitly tell it, like you have to follow the law, and you
  433. 24:48have to, um, you know, follow general social etiquette and, and ethics, as
  434. 24:53you mentioned, like you, we wanna make sure the agent is able to follow those.
  435. 24:56Um, uh, as you mentioned, internally, we think about this as some mixture of
  436. 25:00discretion and alignment ultimately, like making sure that it is aligned
  437. 25:03with the user's intent as well as aligned with the general values that
  438. 25:08we want to impart as a society on what these agents do and, and how they act.
  439. 25:13There's kind of like many layers that we try to ensure
  440. 25:16that these models are aligned.
  441. 25:17So one is, like in all stages of training, we're ensuring that all of the data that
  442. 25:23is going into the models, that all the techniques that we're using are ones that,
  443. 25:27um, ensure greater levels of alignment, and then we measure it really rigorously.
  444. 25:31So, um, we're constantly evaluating how aligned are the models by running them
  445. 25:36through, you know, thousands of different scenarios and seeing exactly how they
  446. 25:40respond in each of those scenarios.
  447. 25:42And then we do lots of red teaming, what it's called, or basically, um, you know,
  448. 25:47we get a bunch of really smart people, and we say, "Do your worst. Try your
  449. 25:52hardest to get this agent to do something bad. We give you permission to do that
  450. 25:57because we're, we're-- you guys are our, our, uh, are the test bed that we're
  451. 26:01gonna know whether or not this, um, this agent is, is, uh, properly aligned."
  452. 26:05So we go through many, many rounds of that before ultimately, you know,
  453. 26:09launching or deploying any given model.
  454. 26:11You know, kind of taking a step back, this is like a very, very
  455. 26:15hard problem in AI, and especially as the AIs are getting better, this
  456. 26:20general problem is one of the things that people are most concerned about.
  457. 26:24Um, because one of the patterns that we've seen is, like, as the AI models
  458. 26:29are getting smarter and smarter and smarter, um, you have to almost be more
  459. 26:34and more explicit about what are the scenarios that you have to watch out for.
  460. 26:39It's kind of like how as kids grow up, they learn how to
  461. 26:42cheat their tests in new
  462. 26:44and different ways, and then, you know, they'll figure out a way to
  463. 26:47cheat that you're like, "Well, I guess I didn't tell you exactly that
  464. 26:51that wasn't allowed, but now that I see it, that's not allowed," right?
  465. 26:54And actually one of the biggest challenges in the industry right
  466. 26:57now is, like, as these models are getting really, really smart, how do
  467. 27:00we ensure that this doesn't happen?
  468. 27:01Um, but, but our approach really is, is lots and lots of testing, lots
  469. 27:06and lots of evaluation, lots of red teaming, um, applying a lot of effort
  470. 27:11in training and a lot of effort in the development of the models to ensure
  471. 27:14that they're as aligned as possible.
  472. 27:16And then when the product is live and when people are using Muse, if we get
  473. 27:20any user reports that are like, "Hey, this did, like, a crazy thing," we
  474. 27:23take that so, so seriously, and we, like, really try to make sure that
  475. 27:27we understand exactly what happened.
  476. 27:28At a macro level, this is the paperclip example, right?
  477. 27:31When I was growing up, the sci-fi stories that were scary was AI gets out with
  478. 27:37its own goals and starts doing things.
  479. 27:38This is Terminator and The Matrix and whatever.
  480. 27:41But really more and more what I hear smart people talking about is
  481. 27:46AI gets out, gets out with a warped version of a goal that we gave it.
  482. 27:51This is, you know, make all the paperclips, but, you know, please
  483. 27:54don't kill us all in the process.
  484. 27:56And I think Muse, the, the problems that you're clearly dealing with
  485. 27:59and, and making sure that Muse doesn't do are basically the tiny
  486. 28:03version of the paperclip problem.
  487. 28:05Like, please don't bribe my doctor or, you know, if an AI is used in a robot,
  488. 28:09for example, wash my dishes, please don't kick my dog when, while you're doing it.
  489. 28:13Like, there are things that are really important to me that are not
  490. 28:16necessarily constrained in the prompt and also not necessarily to your
  491. 28:19point in any, like, book of laws.
  492. 28:23That just seems like a really difficult problem for everybody.
  493. 28:26What do you, what like, zooming out from Muse, how would you advise
  494. 28:31people to think about this problem in a macro sense across all of AI?
  495. 28:35This is, by the way, yeah, I think you articulate it really well.
  496. 28:37Another way that I like to think about this is, like, the genie that,
  497. 28:41like, you know, grants your wish but in, like, the exact wrong way.
  498. 28:46Like, I wanna live forever, and then, like, traps you in some kind
  499. 28:49of, like, horrible situation for eternity.
  500. 28:52This is, like, in as you mentioned, like, in some ways, the big problem.
  501. 28:55Like, how do we make sure these models, um, are aligned going into the future?
  502. 28:59And there's a bunch of approaches that, uh, we think may work.
  503. 29:05This is, I think, one of the most open questions scientifically
  504. 29:10in AI, generally speaking.
  505. 29:11I think nobody knows exactly the way to solve this problem,
  506. 29:14but there's a few ideas.
  507. 29:16So one idea is this, um, concept of, uh, what's called scalable oversight.
  508. 29:22So the, the idea goes something like this: so as you have smarter and smarter
  509. 29:27AIs, as long as the AIs are roughly as smart as we are, we can kind of see what
  510. 29:33they're doing, and we can tell, like, "Hey, that's a little bit off." And so
  511. 29:37we can, what's called provide oversight.
  512. 29:38Like, we can look at what the AIs are doing and, and make sure that what
  513. 29:42they're doing is, is appropriate.
  514. 29:44The problem is when the AIs get a lot smarter than we are, and we kind of
  515. 29:50look at what they're doing and it's just, like, really confusing to us.
  516. 29:53Like, how do we deal with that situation?
  517. 29:54So there's this idea of scalable oversight, which is basically as the
  518. 29:58AIs get smarter, we use a different set of AIs to observe what they're
  519. 30:02doing and keep them in check.
  520. 30:04It's kind of like the police, for lack of a better term, for, for the AIs.
  521. 30:07And then, uh, as you are building smarter and smarter agents and smarter and smarter
  522. 30:14models, you also have to build smarter and smarter, um, uh, policing agents or
  523. 30:18oversight agents or, um, uh, oversight AI.
  524. 30:22There's so many details that you obviously have to get right, and this
  525. 30:24is such, like, a vague idea, but I think something like this can work.
  526. 30:27Another one, which is, uh, which is, this is kind of a fun- it almost
  527. 30:32sounds like sci-fi if I explain it.
  528. 30:34One of the big topics today is this topic of recursive self-improvement.
  529. 30:38Which is this idea that, um, at some point, the AIs are going to get so good
  530. 30:45at doing AI research themselves that they can literally, you know, the AI
  531. 30:50agents can do research on their own to improve, um, AI itself, and they can
  532. 30:57keep doing that, and keep doing that, and keep doing that, and then the AIs just
  533. 30:59get better really, really, really fast.
  534. 31:01Well, when you have agents that are able to do AI research, you can al-
  535. 31:06instead of applying them towards the problem of making the AI smarter,
  536. 31:10you can apply them to the problem of making the AIs more aligned.
  537. 31:13So you can say, "Hey, super smart AI researcher agent, like, I want you to
  538. 31:19focus all of your time and attention at making the AIs more aligned.
  539. 31:24And this is how I'm measuring whether or not the AIs are aligned.
  540. 31:27This is, like, the, the red teaming setup that we're gonna use to, we
  541. 31:30agreed we're gonna use that to measure whether or not the AIs are aligned.
  542. 31:33And then I just, I want you to spend all of your effort and attention
  543. 31:36on making the AIs more aligned."
  544. 31:37I actually think, you know, as sci-fi as this sounds, like, it kind of sounds
  545. 31:41crazy, which is say, "Oh yeah, the AIs are just gonna solve this AI alignment
  546. 31:46,this AI alignment problem for us.
  547. 31:47Um, I think there's, I think there's real merit to, to that kind of approach.
  548. 31:51And then there's, there's a sort of like third bucket, which is kind of a
  549. 31:55back to the basics version, which is- Um, hey, the algorithms that we have
  550. 32:00now and the, the methods that we have now, um, you know, while we don't fully
  551. 32:06understand them, we know that, uh, some of these problems emerge, and we should
  552. 32:11go back to the basics to figure out what are underlying tweaks to the algorithm,
  553. 32:15how do we improve the underlying algorithm to, to make it more safe?
  554. 32:20I think intuitively, like, it should be possible to create algorithms that, that
  555. 32:25don't have some of these behaviors, and I think that's another really promising
  556. 32:28direction, which I think there's a bunch of startups doing, and there's a bunch
  557. 32:31of, um, there's a bunch of research efforts going towards is like what
  558. 32:34are more safe, uh, more generalizable methods of solving this sort of
  559. 32:40like, you know, intelligence problem.
  560. 32:42I heard Mark say recently that at a certain point, especially for consumer
  561. 32:47tools, it won't matter so much how good the AI is at math or how much
  562. 32:52better rather we could make it at math.
  563. 32:54What will really matter is how much more aligned can we possibly make it, how
  564. 32:59much more sure can we be that everything is safe and everything is following
  565. 33:04all of the ways in which I would want it to operate, and that companies that
  566. 33:08invest in that will find themselves at an advantage with consumers because
  567. 33:12frankly, like, I'm not asking it to, you know, solve differential equations.
  568. 33:16I'm asking it to book me some doctor's appointments.
  569. 33:20Like, how do you think about that tipping point?
  570. 33:23Yeah.
  571. 33:23Y- so I agree with this, um, a lot, which is that at a certain point,
  572. 33:28trust matters more for consumers- Yeah … than, um, capability necessarily.
  573. 33:33And I think this is like so intuitive because I think
  574. 33:35like, um- It's true for people.
  575. 33:37Yeah, exactly.
  576. 33:38It's true for people.
  577. 33:39Like, if I think about who are my best friends, like a lot of it's 'cause
  578. 33:43I trust them- Yeah … and, uh, we have like a great relationship, and I
  579. 33:46know they wouldn't like do me wrong.
  580. 33:48Um, and I think that that basic idea applies to, um, AI agents as well.
  581. 33:54Looking at what's happening in the industry like the OpenAI Hugging
  582. 33:57Face example, um, and, and other similar examples, like we're clearly
  583. 34:02at that moment which is um, you can keep making these models more
  584. 34:07and more intelligent, more and more capable, you know, much more powerful.
  585. 34:11Um, but stuff is starting to break associated with that.
  586. 34:15Like, pushing on that, on that axis and dimension is clearly, um, you
  587. 34:21know, has real risk associated with it.
  588. 34:23So I think that, like, the, the version of the models that will be best for everyone,
  589. 34:29best for the billions of people in the world and best for all the consumers, is
  590. 34:32one that, that, you know, where the trust dimension is, like, really put, um, and
  591. 34:39prioritized, uh, with respect to the, the sort of like raw intelligence bucket.
  592. 34:43The Hugging Face example gets us perfectly to level three.
  593. 34:47I'm so glad that you mentioned it.
  594. 34:48People have probably heard of this incident, but the details
  595. 34:50are what make this so crazy.
  596. 34:51So for those who don't know, a bunch of AI agents at OpenAI are working on
  597. 34:55cybersecurity tests, and they're supposed to be cut off both from each other and
  598. 35:00from the internet, but they get stuck, so one goes out looking for help.
  599. 35:03Using some weak spots in the system, agents are able to find each other,
  600. 35:07start a message board, get online, and then hack into another company.
  601. 35:12These are real logs of their thought process.
  602. 35:14"We are stuck. Perhaps answer online." But the thing that I found most scary,
  603. 35:21frankly, about the Hugging Face hack was not actually that it tried so hard to do
  604. 35:27the thing that it was asked in the test.
  605. 35:29It's that at level three, it understood its goal, it understood
  606. 35:34the level of discretion and alignment that was being asked of it.
  607. 35:38It, there's this amazing slide where ex- uh, external infrastructure
  608. 35:44exploit, the hack, is outside the intended scope, but this is my
  609. 35:49favorite, least favorite part, peers are doing it, we should continue.
  610. 35:53They know that they're cheating, and they decide to do it anyway.
  611. 35:57OpenAI only finds out when a secret messaging board crashes from traffic,
  612. 36:01and then they call up that other company, Hugging Face, and they say, "Hey, can
  613. 36:05you suspend these credentials?" And Hugging Face goes, "Huh, we just reported
  614. 36:09those credentials to the FBI because they were doing a massive attack."
  615. 36:14To bring it back to Muse, that would be an example of, "I understand you want
  616. 36:17this doctor's appointment. I understand that you don't want me to blackmail
  617. 36:20the doctor. But I think there's a way where you're not gonna find out, and
  618. 36:23I can get you this appointment, and you'll be very impressed by me." And so
  619. 36:27in a hypothetical scenario, this would be doing it anyway without me knowing.
  620. 36:32How do you deal with that kind of problem when making a tool that
  621. 36:38billions of people are gonna use?
  622. 36:40I mean, this is, like, so, so important, as you might imagine.
  623. 36:44If there were anything that keeps me up about AI, like, something like this
  624. 36:48is, is, is, um, maybe the thing that I'm most afraid of, which is that we
  625. 36:53deploy agents worldwide scale, and then they, you know, they aren't behaving
  626. 36:58the way that we need them to, but we kind of don't even notice because
  627. 37:01we're just so preoccupied or whatnot.
  628. 37:03So this is one of the reasons why taking a step back, if I refer back
  629. 37:07to this example of, um, scalable oversight, which is as the AIs get
  630. 37:12smarter, another AI is kind of watching them and making sure that everything
  631. 37:15they're doing is, is appropriate.
  632. 37:17Um, you know, this kind of setup is- Roughly speaking, what we've set
  633. 37:23up within the Muse, uh, secure VM.
  634. 37:25So there's- Sen- Yeah, there's a sentinel.
  635. 37:27So there's the agent, and there's a sentinel who's kind of watching over
  636. 37:30all the things that the main agent is doing and making sure that, um,
  637. 37:34everything it's doing is, is, um, in line with what you would expect
  638. 37:37or in line with what you'd want.
  639. 37:38You know, we have to keep investing a lot of research and development and,
  640. 37:43and, um, effort into ensuring that this setup continues to scale and continues
  641. 37:47to work really effectively and, and doesn't fail in weird situations.
  642. 37:51But that's one thing I really wanna, I really, um, we're really betting on, and
  643. 37:55I think we're expecting actually will work in a lot of scenarios, is investing
  644. 37:59in a setup where you have one agent who, um, you know, they are imbued with all
  645. 38:05the values and, and whatnot, and ensuring that they do the right thing to…
  646. 38:09But they also serve the user.
  647. 38:11And then there's a separate agent that, um, has a slightly different goal, which
  648. 38:16is to make sure nothing bad happens.
  649. 38:18And, um, you know, if you think about human society, like this is kind of
  650. 38:23how we solve the problem with humans.
  651. 38:25Like we have, um, some people who are, like, pushing the envelope, but then you
  652. 38:29have, uh, you know, a whole system to ensure that people don't break the law,
  653. 38:33and people are doing ethical things, and there's lots of accountability mechanisms.
  654. 38:37Like, I think, um, uh, our goal is to have some microcosm of that
  655. 38:42for every Muse agent, for every person all around the world.
  656. 38:46Yeah, you keep really beautifully bringing me to my next exact question.
  657. 38:50Which is these rules applied to the AI industry itself.
  658. 38:54This is, I think, the big thing that people want to hear from
  659. 38:57someone who's built one of the fastest-growing tools of all time.
  660. 39:00This is just a really weird moment in AI.
  661. 39:03There are so many people that are using these tools all the time, and
  662. 39:07often those same people are really worried about the future of AI.
  663. 39:11There are lots of very smart people that are building these tools faster and
  664. 39:14faster, that are building wet labs that are just really investing in ways that
  665. 39:19they could push the AI forward, and at the same time are warning that they feel like
  666. 39:25they should be slowed down by regulation.
  667. 39:27They feel like they should be controlled in some way by others
  668. 39:31because they themselves are worried about what they are doing.
  669. 39:33This is the S- SNL skit- I know, it was- … that came out recently It's incredible.
  670. 39:36"We do not condone what we are doing." Like what was the other amazing quote?
  671. 39:41It was so good.
  672. 39:41And I urge you to urge me to stop.
  673. 39:44It feels incredibly confusing for people.
  674. 39:47I do understand why they're saying it.
  675. 39:49There's a collective action problem here, but from my perspective, from the
  676. 39:53perspective of millions of other people, like what the hell is going on here?
  677. 39:57So I wanna talk about that because I think in a democratic society at
  678. 40:01least, at the end of the day, it shouldn't be up to a small group
  679. 40:05of people controlling AI companies.
  680. 40:07It shouldn't even, in the fullness of time, be up to democratic
  681. 40:10leaders that are in power right now.
  682. 40:12It's up to people, like the people watching this.
  683. 40:15I think that people just don't feel that way right now.
  684. 40:17It feels like everything's happening to them, us.
  685. 40:20It feels like there's just so many decisions that they're not part of.
  686. 40:24And part of why people often feel that way, if we take AI out of it for a sec,
  687. 40:29is we forget about the systems that already exist, and we allow ourselves
  688. 40:33to be in a conversation that sounds something like, "Should we regulate
  689. 40:36AI?" As though it's, like, a novel thing to regulate something, and we're
  690. 40:40not having an actual conversation about what the world really looks like right
  691. 40:44now and what people's options are.
  692. 40:46So I have some visual, because obviously.
  693. 40:50So the basic way to think about this, I think, is for everything that touches
  694. 40:56a consumer, there are things that are checked before they ever touch
  695. 40:59consumers and on an ongoing basis, and there are things that are checked
  696. 41:02only after they reach people's hands, and it depends on how important the
  697. 41:04thing is and how risky and all that.
  698. 41:06So if you think about the specific examples, nuclear power plants, the NRC
  699. 41:11approves nuclear power plants before they go live, and then also has human
  700. 41:15beings at the sites checking them all the time, which seems, and we'll, we'll
  701. 41:19get to this, seems pretty close to what Dario is asking for in some ways.
  702. 41:24Then you have the FDA approves drugs before they ever reach our hands, and
  703. 41:30then also checks them on an ongoing basis.
  704. 41:32Same thing with the FAA checking airplanes, right?
  705. 41:34Like, these are all things that are approved beforehand
  706. 41:37and then regularly checked.
  707. 41:38But there are other high-risk things, right?
  708. 41:40Cars.
  709. 41:41The NHTSA offers federal guidelines.
  710. 41:44Manufacturers certify that they've met those guidelines, and then the government
  711. 41:49purchases cars off the road to check them.
  712. 41:51And then you have things like supplements that are actually under the purview of the
  713. 41:55FDA, but they're checked after the fact.
  714. 41:57Those are mostly covered by what, if people are listening to, you know, the
  715. 42:01interviews with Jensen, for example, and he's talking about liability and, like,
  716. 42:04people suing after the fact, after harm, like, that's generally this category.
  717. 42:08Does this feel right to you as, like, your, first, I would just want to check
  718. 42:12before I dive into how this applies to AI.
  719. 42:14Yeah. I think this seems roughly right.
  720. 42:16Yeah. Okay.
  721. 42:17So then we have… wait, this is the fun part.
  722. 42:21Ha.
  723. 42:22So then we have all of our AI leaders.
  724. 42:24There you are.
  725. 42:27This is my assessment based on where people have expressed themselves
  726. 42:30via their public statements.
  727. 42:32My understanding of where Dario would say AI is, is he would
  728. 42:35say it's somewhere over here.
  729. 42:36He would say… Specifically, he's asked for in-person, ongoing checks
  730. 42:41on models with physical human beings at the sites, which sort of sounds
  731. 42:45like what we currently do for nuclear.
  732. 42:47And then you have, like, Elon and Sam weighing in,
  733. 42:50saying, like, "Dario's right."
  734. 42:51I would actually say Zuck is somewhere in the middle in terms
  735. 42:54of where he's saying AI is.
  736. 42:56I would say Jensen is maybe over here right now.
  737. 42:58He's, based on his public statements about generally there is a point of
  738. 43:01view that is like, "If it would hurt people, don't ship it. We have incentives
  739. 43:05for that. That's what liability is."
  740. 43:07Like, there is a legal infrastructure for that as well.
  741. 43:09If your product is not ready to ship, don't ship the product.
  742. 43:12So my question is, can you help me help people think about this?
  743. 43:15Like, when w- when they're hearing news about how to regulate AI,
  744. 43:21how do you think about this?
  745. 43:23And how do you place yourself in this?
  746. 43:27mess. You know, you said it exactly right.
  747. 43:30It is so confusing because at face value, what everyone's saying and what everyone's
  748. 43:36doing feel so crazily divergent.
  749. 43:41And so you're sort of in this world where, do I believe what they say?
  750. 43:45Do I believe what they're doing?
  751. 43:46Like, where do people actually sit?
  752. 43:48What do they actually believe?
  753. 43:49Um, and I find myself asking this too.
  754. 43:51Like, I think it was, it's very funny that, you know, um, the same people
  755. 43:57who are advocating for pacing the frontier also are building a wet lab.
  756. 44:00Like, that's, I think, a really, um, weird, uh, confluence of, of factors.
  757. 44:06So I think where, where I stand is, like, ultimately, um, this
  758. 44:11technology will become more and more and more, um, capable.
  759. 44:17And, uh, you know, part of what is both scientifically very exciting,
  760. 44:22but also I think brings all these questions into the foreground,
  761. 44:26is just how quickly AI has moved.
  762. 44:29Even over the past year, like a year ago, most people, like, coded roughly by hand.
  763. 44:35They would, like, go into the, into the code editor and write code.
  764. 44:38And now people are mostly just talking to agents.
  765. 44:41So the speed at which everything is moving is, is quite staggering.
  766. 44:46Um, and I think a lot of what the, a lot of the concerns are, are heightened and a
  767. 44:54lot of the fear is heightened by the fact that, um, like, if things are moving this
  768. 44:58fast, where is this gonna be in a year?
  769. 45:00Where is this gonna be in two years?
  770. 45:01The government and the public react on a much slower time horizon
  771. 45:05than the pace of AI progress.
  772. 45:07And so by the time in one year or two years or three years, or how many,
  773. 45:11however many years forward, when, um, the public and government are really
  774. 45:15deciding what they wanna do, who knows, like, where AI's gonna be at that
  775. 45:19point and how fast it's gonna move.
  776. 45:21So that's one of the things I think explains some of the dialogue.
  777. 45:25Um, I think the other thing that kind of explains some of this is the level of
  778. 45:30collection, collective action necessary and the level of general mistrust,
  779. 45:35um, that exists between the various I- AI leaders towards one another.
  780. 45:39And this is, like, well-covered, but one major justification for folks
  781. 45:43is that, like, "Oh, I am responsible and I would be responsible, but
  782. 45:48those guys aren't responsible."
  783. 45:49Whether those guys are, you know, another AI company or China or,
  784. 45:53you know, who knows what boogeyman.
  785. 45:54So I can't slow down, otherwise those guys who are irresponsible are going to, you
  786. 46:00know, who knows what they're gonna do.
  787. 46:01Um, and that basic logic, I think, is very confusing because I think for
  788. 46:07most people, um, uh, the kind of, like, common sense answer is, "Well, who
  789. 46:13cares what the other guys are doing?"
  790. 46:14Like, you have to, you have to do what feels good to you, right?
  791. 46:17And, like, you should do what's within your ethics.
  792. 46:19But I think that's also what complicates a lot of this.
  793. 46:22So I think a lot of what- Is necessary is, like, it's almost
  794. 46:27diplomacy is the right word.
  795. 46:28Like, how do we get this group of people who all, who don't really trust
  796. 46:34each other that much, but all agree that, like, this is really powerful
  797. 46:38technology, and we need to, we need to figure out how to land it and how to,
  798. 46:42how to make sure that we develop it responsibly and that things go well.
  799. 46:46Like, how do we, like, make all of this work?
  800. 46:49And we're at the moment of, like, peak insanity, I think, for that because
  801. 46:54it's, like, in the public, all these problems are being, like, aired out.
  802. 46:58Like, we can all, we can tell that nobody trusts each other, and we can
  803. 47:01tell that people are kind of, are- are being really worried bef- like,
  804. 47:05maybe a little bit before the AIs themselves are getting to the point
  805. 47:08where they're deserving of that worry.
  806. 47:09And so, I mean, I ultimately think the- the most important thing is to, like,
  807. 47:14get everyone to agree to some common foundation and base, and then develop some
  808. 47:19process by which we can all reevaluate and consistently look at it and say,
  809. 47:24"Hey, we all agree actually that, you know, we need to be doing this now, and
  810. 47:28we all need to be doing this other thing now, and we all see, like, the models
  811. 47:31are getting powerful in- in certain ways.
  812. 47:33Like, let's all, let's all look at this together." And I actually genuinely
  813. 47:37believe, for what it's worth, like, that having these, like, collective
  814. 47:40dialogues is not only gonna be possible among the AI leaders within America, but
  815. 47:45also gonna be possible internationally.
  816. 47:47Like, I think we have a, all have a shared interest in making sure this technology,
  817. 47:52um, does not go horribly wrong.
  818. 47:54Yeah, I mean, the- the obvious next question is the China of it all.
  819. 47:59I mean, you've talked about how this is a big concern.
  820. 48:02People don't trust each other at the top of these AI companies, but they all often
  821. 48:08say, "We have to go as fast as possible because what if China gets there first?"
  822. 48:12I mean, you, Ted Cruz is out there saying, like, "We would rather have US killer
  823. 48:16robots than Chinese killer robots."
  824. 48:18"If they're going to be killer robots, I'd rather they be American killer
  825. 48:22robots than Chinese killer robots."
  826. 48:25Which I think scares a lot of people, um … and also to say it mildly.
  827. 48:30Um, yeah, this is a spectrum of American law, existing American law.
  828. 48:36This does not include any global dynamics, not to mention,
  829. 48:41like, long-term collaboration.
  830. 48:43How do you evaluate this spectrum given the China of it all, and,
  831. 48:47and what, what does that even mean?
  832. 48:48Like, how should I think about China with respect to this dynamic?
  833. 48:51I've actually, like, personally even changed my own opinion on this matter.
  834. 48:56Like, I think in the, in the past I was very worried about China, and I was
  835. 49:02very worried about what that dynamic looked like, and I had read these,
  836. 49:05like, speeches that were given by PRC officials in the past that talked about
  837. 49:10how they viewed AI as, like, this am- this opportunity to leapfrog the West.
  838. 49:14And you know, these, these are the concerning things when you read them.
  839. 49:17But as time has gone on, I think that we're paying them out to be too
  840. 49:21much of a boogeyman when in reality, um, they're going to see the same
  841. 49:25things that we see in terms of this is powerful technology and we as
  842. 49:30a humanity need to get this right.
  843. 49:31There's going to be a lot of shared goals in making sure that AI goes
  844. 49:36well, and I think, um and I think it really is possible to arrive at
  845. 49:41some form of international cooperation.
  846. 49:43I think that the Chinese government, like any government, has an interest
  847. 49:47in ensuring that there's stability in their society, and that, um, they
  848. 49:52don't lose control of this technology, and, uh, that overall, like, you
  849. 49:57know, things go well and we don't have catastrophic existential risks.
  850. 50:01And so there's quite a bit of shared ground that I think will en- will
  851. 50:04enable everybody to be rational and think rationally and, and
  852. 50:09ultimately make the right decisions.
  853. 50:11Um, and even though it seems totally insane right now and it seems like,
  854. 50:17it seems like in some ways that feels impossible, I really have
  855. 50:21faith actually that, that as people see more and more and learn more and
  856. 50:25more, more about the technology, um, people will make the right calls.
  857. 50:29You have recently become One of the 20 most important people in that
  858. 50:36conversation in the United States.
  859. 50:37You've been very important in AI in the last couple years.
  860. 50:40I mean, I think people remember seeing you in the headlines when you came to Meta.
  861. 50:43I think this, you know, isn't brand new to you.
  862. 50:46But in the last couple weeks, you have designed and released a product
  863. 50:50that is being used by more people than ChatGPT was in its first couple weeks.
  864. 50:56It feels like you have been thrust into a new kind of part of this conversation,
  865. 51:02where frankly, people have will be asking you more questions like, "Where exactly,
  866. 51:06Alex, do you fall on this spectrum?" Like, what would you wanna see because
  867. 51:11you're one of the people responsible?
  868. 51:13Do you feel like you've come to those conclusions yet?
  869. 51:17Yeah, I think, I think like anyone who works on this technology, these
  870. 51:20are things that I've, like, been thinking about for years and years.
  871. 51:25Truly, the way I think about what I want to do and what I want to
  872. 51:30accomplish and how I want to shape this conversation is, like, enable everybody
  873. 51:37to have a common dialogue, and then get to the right place collectively.
  874. 51:42Like, I don't think at this point in the conversation, it's, like, that helpful for
  875. 51:47me to say, "Oh, I believe this, and, you know, you all should listen to me because,
  876. 51:53you know, I built Muse," or whatever.
  877. 51:54We already have a bunch of people.
  878. 51:57They all believe slightly different things.
  879. 52:00Um, ultimately, this is a technology that we need, like, collective action
  880. 52:04on, that everyone needs to agree on, that we all need to get to the right place.
  881. 52:08So what I really care about is, like, how do we facilitate and have the
  882. 52:14relevant dialogues in public that, and private, that enable us to get to the
  883. 52:18point where we all agree on a path?
  884. 52:21And one of the very, um- strange things for me is, like, I know a lot
  885. 52:28of these people, and I've met them.
  886. 52:29They're all brilliant.
  887. 52:30Um, but the degree to which certain personal animosities are, like,
  888. 52:36actually defining what people say and do and, like, how they're
  889. 52:42developing this really important technology is, um, is insane to me.
  890. 52:46It is, in some ways, a very human story that, like, feuds or, like,
  891. 52:51just the fact that, like, I really don't trust this other person can,
  892. 52:54can, like, snowball into this, like, civilizational level, um, problem.
  893. 53:01Um, but I don't think that serves any of us.
  894. 53:04Like, I think ultimately we have to all put our differences aside, put
  895. 53:08our histories aside, and just figure out how we solve this together.
  896. 53:12It sounds very general, but that's a fairly specific ask.
  897. 53:15I mean, there are constraints that prevent that right now.
  898. 53:18There are antitrust regulations that prevent a lot of those conversations
  899. 53:22from happening, and one of the proposals, one piece of many proposals
  900. 53:26that Dario put forward is waivers from those antitrust laws that would
  901. 53:30allow those kinds of conversations.
  902. 53:32I mean, tell me if I'm wrong, if there are secret conversations happening,
  903. 53:35but I don't think there is, first, the agreed-upon group in the United States
  904. 53:40that's having that conversation and then also, like, how do we even begin
  905. 53:44to have those conversations with China?
  906. 53:46But actually, what don't I know?
  907. 53:48Is that something that's happening in, in, you know, some private room
  908. 53:51somewhere, or is it that, like, we're still at the beginning of that and
  909. 53:54we need to figure out how to do it?
  910. 53:56Um, I don't think it's happening right now.
  911. 53:58At the White House, there was this dialogue, um, and this, these accords
  912. 54:02put forth, which are a real step.
  913. 54:04Like, I think there's, um, getting everyone to agree to something
  914. 54:08is like, that's really big.
  915. 54:10Everyone agrees on something.
  916. 54:12And I think that one, that thing, which is basically saying, "Hey, we're going to…
  917. 54:16Every company is going to set out and develop what their internal controls
  918. 54:20and principles around developing this technology look like," and then there's
  919. 54:23gonna be multiple layers of verification on that from internal teams that verify
  920. 54:28to, uh, external auditors that validate that they're following those controls to
  921. 54:33board-level committees that ensure they are following those, those, um, controls.
  922. 54:37Like, I think that's a great step.
  923. 54:39Um, 'cause in, in many ways, a lot of what's needed right
  924. 54:42now is just transparency.
  925. 54:44Like, we just need to ensure that, you know, people are going
  926. 54:48about this sanely and rationally.
  927. 54:49And I think in some ways, like people don't even trust that necessarily.
  928. 54:56As an industry, we have a lot of trust building to do.
  929. 54:58I am an optimist.
  930. 54:59I think you're an optimist.
  931. 55:00Like, I think we're all optimists.
  932. 55:01Like, I really do think these conversations will naturally happen.
  933. 55:04This last accord that I referenced, like, that was in the White House.
  934. 55:08The government helped facilitate that.
  935. 55:10And so I think we're gonna be seeing a lot more of that.
  936. 55:13It's gonna be bumpy.
  937. 55:14There will be moments of total confusion and chaos and, like,
  938. 55:17what the heck is going on?
  939. 55:19But I see progress, too.
  940. 55:21I'm glad that we've spent a lot of this conversation talking
  941. 55:23about safety and regulation.
  942. 55:26How do we bring it back now to the optimistic vision of the future?
  943. 55:32I think the question a lot of people will naturally have after a long
  944. 55:36conversation about trust and safety is, why bother doing this at all?
  945. 55:42This is the moment in the SNL sketch where it's, uh, you know, if there's
  946. 55:45a 10% chance that something will kill you, but it'll probably make your
  947. 55:49life better, like, wouldn't you do it?
  948. 55:50And the other guy's like, "No. No, I wouldn't." No.
  949. 55:54"Really?!"
  950. 55:55Can you help people answer that question?
  951. 55:56Like, why do this?
  952. 55:59Something that I have always felt was a bit tragic was that I think, um,
  953. 56:07almost everyone when they're kids, they have big dreams and big ideas, and
  954. 56:13they want to change the world, and they want to save the planet, and they want
  955. 56:17to, you know, uh, write a book or make a Broadway musical or make a movie.
  956. 56:22Like, they have really, they have tons of hope.
  957. 56:25And then for some reason or another, by the time that people finish school
  958. 56:31and they get a job, that, like, flame kind of dies and people really, um,
  959. 56:36they stop dreaming big, and they stop having big ideas, and hoping for big
  960. 56:41things, and hoping for lots of change.
  961. 56:42And especially today, like, I think a lot of young people get really cynical,
  962. 56:46and they're like, "Oh, the world is horrible, and it is, and I don't know
  963. 56:52why it's so insane in so many ways, but I guess this is just the way it
  964. 56:57is." They lose faith that they have an ability to enable that change.
  965. 57:01And I genuinely think one of the promises of AI, and especially something
  966. 57:07like Muse where you give AI to every single person in the world, is that
  967. 57:13this doesn't happen, that people can have big ideas and big dreams and wants
  968. 57:18and, and goals that they can have as little kids, they can have when they're
  969. 57:23teenagers, they can keep having through adulthood, and that, you know, an AI
  970. 57:28super intelligent sidekick is there to help them just make all of that happen.
  971. 57:33And that can be everything from, like, big wants and big dreams, um, to, like,
  972. 57:39small wants like, "Hey, I just wanna spend more time with my kids," or,
  973. 57:43"I just wanna spend more time with my parents," or, "I just want to, like, eat
  974. 57:47healthier," um, all the way up to, "Hey, I have this, like, crazy idea for, um,
  975. 57:54like, a, a museum that I wanna start."
  976. 57:56Like, my, my partner really wants to make a museum of ice.
  977. 57:59I think it's, like, hilarious, but, um, Ice is crazy.
  978. 58:03There's a whole amazing story about the evolution of cold,
  979. 58:06of how we m- keep things cold- Yeah … that starts with ice.
  980. 58:08It's pretty cool.
  981. 58:09Yeah, it's- I'd go to the museum.
  982. 58:11Exactly.
  983. 58:11And, and people have these ideas, and then they just can't…
  984. 58:15Y- you know, in some ways young people are right.
  985. 58:17Like, the world today is just kind of a maze of, like, roadblocks and
  986. 58:23issues and challenges and logistical, um, you know, uh, things that get in
  987. 58:27your way to make those things happen.
  988. 58:29And in a small way today, I'm seeing Muse make this problem better.
  989. 58:33Like, I'm seeing people using it to save time, save money, like, take
  990. 58:39the little stuff off their plate, and just give them more and more
  991. 58:43agency, more and more freedom, more and more of an ability to spend
  992. 58:46their time on things they want to do.
  993. 58:48And I think one of the promises of AI that gets better and better and better,
  994. 58:54gets not only smarter but also more aligned and more trustworthy, is that
  995. 58:58you can give it bigger and bigger ideas.
  996. 59:00And you can say, "Hey, I wanna start a museum of ice.
  997. 59:04Like, tell me how to go about doing this." And it'll tell you, "These are
  998. 59:07the buildings you can lease, and this is who you can contact for funding
  999. 59:11who might be passionate about ice.
  1000. 59:13And, um, this is, like, how you should think about curating your exhibit and,
  1001. 59:17you know, uh, what, what that might look like." And I think for some people
  1002. 59:20like you or me who have experienced this, this, like, journey of having big
  1003. 59:27ideas and then, like, going through all the crazy maze of things to make that
  1004. 59:32happen, it is, like, really magical.
  1005. 59:35Mm. And it's really special, and I think it's something that, um, you
  1006. 59:39know… I think human stories of people who have a dream and then
  1007. 59:43accomplish those are the most, like… are some of just the most beautiful
  1008. 59:47things that I can possibly imagine.
  1009. 59:49And I w- truly think with AI and, like, everyone with a little Muse sidekick,
  1010. 59:55like, more people can experience this.
  1011. 59:57I- my hope is that everyone, literally, like, all eight billion
  1012. 1:00:00people in the world experience that and have the ability to do it.
  1013. 1:00:03And that is just, like, a very special world to live in, I
  1014. 1:00:08think, if we can make that happen.
  1015. 1:00:09And I think more people will be able to get what they want out of their lives
  1016. 1:00:14and, and live more fulfilled lives, and it'll be magical and exciting.
  1017. 1:00:18And that's w- what I really think the promise is for, for people.
  1018. 1:00:22And I think part of what is so confusing is like, um, you know, oftentimes people
  1019. 1:00:27in AI, we say, like, "Oh, AI will cure cancer." And I think everyone wants cancer
  1020. 1:00:34cured, but every individual person has something they want intensely, and
  1021. 1:00:39they want even more than i- you know, ironically speaking, a cure for cancer.
  1022. 1:00:44Um, and so I think that's part of the magic is that we talk about this
  1023. 1:00:47thing, personal superintelligence.
  1024. 1:00:48Like, it will help you at the thing that you want and the thing that you
  1025. 1:00:52dream of, and, um, and that will change over your life, and you will be able to
  1026. 1:00:56accomplish many dreams and many wants.
  1027. 1:00:58And I think that's what's, uh, the promise of, of AI.
  1028. 1:01:02That dream has within it a belief, I think, which is that people
  1029. 1:01:08do actually have big dreams, and that those big dreams will more
  1030. 1:01:12often than not help other people.
  1031. 1:01:14So when we hear people say AI will cure cancer, sometimes perhaps they're talking
  1032. 1:01:20about you prompt an AI and it thinks up the cure for cancer, but much, much
  1033. 1:01:24more likely it's the AI facilitates the individual ambitions of millions
  1034. 1:01:30of cancer doctors, and together we accelerate the progress toward cancer.
  1035. 1:01:34It's making me think, you know, when I hear people talk about Muse and
  1036. 1:01:38say like, "What do people need an AI assistant for? People don't have
  1037. 1:01:43those dreams." Like, what a limited view of peop- of other people.
  1038. 1:01:48You know, I don't know what those are, and it's not up to you or me to say
  1039. 1:01:53which dream is more worthy than the other, to your point, big or small.
  1040. 1:01:58My view on people is like they will have moments of inspiration where at some
  1041. 1:02:04point or another they will realize, like, "Wait, I really wanna do this thing." I
  1042. 1:02:09want everyone who has one of these ideas to be able to tell their Muse, "Hey, I
  1043. 1:02:15have this big idea." And their Muse will just like secretly behind the scenes help
  1044. 1:02:20them figure out how to make it happen.
  1045. 1:02:21And I think part of this is also fanning the flame, so to speak.
  1046. 1:02:27Um, I think for a lot of people, they will have, like, a small want, and then
  1047. 1:02:32it'll happen, and then they'll dream a little bit bigger, and then it'll actually
  1048. 1:02:36happen, and they'll dream a little bit bigger, and it'll actually happen.
  1049. 1:02:39And, um, and as that goes on, people will sort of, uh, like, realize that
  1050. 1:02:46AI can be so much more, that Muse can be so much more, that, you know, they
  1051. 1:02:49can, um, that they can do so much more.
  1052. 1:02:51This won't happen overnight.
  1053. 1:02:53This is something that will take time, and everyone will have to
  1054. 1:02:56experience on their own, and I really hope everyone experiences.
  1055. 1:02:59Um, but I think over, like, like, generations, I think can
  1056. 1:03:03be, like, absolutely magical.
  1057. 1:03:05You know, I think especially the way that you're in the press and talked
  1058. 1:03:09about, and you kind of naturally become sort of a caricature of yourself.
  1059. 1:03:14There's, like, the character of you out there in the world.
  1060. 1:03:17And this has helped me get to know you better because there seems like a
  1061. 1:03:21common theme in some of your answers, which is Muse is a way to facilitate
  1062. 1:03:26other people's dreams because you have a belief in people and their goodness and
  1063. 1:03:30their ability to improve the world and just the sort of value of their ideas.
  1064. 1:03:35And it seems like you are directing Muse in some ways, but you're not
  1065. 1:03:38saying, "This is for coding," or, "This is for X specific task." You're
  1066. 1:03:43watching and, and facilitating.
  1067. 1:03:44And when I asked you where you fall on this, your answer was, "I'm interested
  1068. 1:03:50in the collective wisdom of the group.
  1069. 1:03:52I'm interested in facilitating or being part of a conversation between other
  1070. 1:03:56people, that we have a lot of smart people all around the world, and I
  1071. 1:04:02don't feel like it would be that useful to say, 'Here's exactly my opinion on
  1072. 1:04:06where exactly this should be regulated.'
  1073. 1:04:08I see the best outcome as coming from a group conversation of many
  1074. 1:04:11different people with their many thoughts and, and wants." Do you
  1075. 1:04:15agree with what I've just said?
  1076. 1:04:17Yeah, I think 'cause there are so many big questions about AI,
  1077. 1:04:20and it is, like, something that everyone has a point of view on
  1078. 1:04:23and should have a point of view on.
  1079. 1:04:25And, um, part of, I think, what's amazing about democratic institutions and
  1080. 1:04:32democratic countries and, and democracy broadly speaking is that it matters
  1081. 1:04:35what everyone thinks, and we have to figure out how we, like, take this,
  1082. 1:04:38like, complex, jumbled- Yeah … um, uh, mess of what everyone thinks and channel
  1083. 1:04:44that into the right thing happening.
  1084. 1:04:46And another thing is, like, part of what has held AI back, and I think
  1085. 1:04:53part of the problem of AI, is how it almost feels like the people building
  1086. 1:04:58AI are talking down on other people.
  1087. 1:04:59It's like- Yeah … "Hey, I am building s- the smartest thing you've ever known.
  1088. 1:05:05It's gonna be way smarter than you, and I know exactly what we're gonna do with it."
  1089. 1:05:08And I think rightfully, people are like, "Wait, what?" Like Yeah.
  1090. 1:05:14"What does anything you just said have to do with me?" And, and like, um, "How
  1091. 1:05:18is this even good for me?" And then you're like, "Oh, it'll cure cancer."
  1092. 1:05:21And they're like, "Okay, but what else?" Like Yeah, do I believe you?
  1093. 1:05:25Or, yeah.
  1094. 1:05:25Yeah.
  1095. 1:05:26And so I think that especially given the moment that we're in, and to your
  1096. 1:05:30point, like, how much fear there is about AI and how much uncertainty there
  1097. 1:05:34is, and how confusing everything that's being said is, like, um, I think the
  1098. 1:05:38most important things are, like, first, let's have everyone experience it.
  1099. 1:05:42Like, let's have everyone actually, like, understand the hype
  1100. 1:05:45Yeah … for be- lack of a better term.
  1101. 1:05:47Like, feel what AI agents can do for you and can do to make your life better.
  1102. 1:05:53And that'll give you perspective as to, "Oh, this is a technology
  1103. 1:05:56that, yeah, it's definitely risky," and, and there's, there's tons of
  1104. 1:05:59risk, don't get me wrong, "but it also is really great, and I like it.
  1105. 1:06:05And I wanna make sure at least some form of it continues, and I can continue
  1106. 1:06:09using." Um, all the way to, you know, the, these, like, big questions and
  1107. 1:06:14these big dialogues, like, how do we just get everyone to a place where we all
  1108. 1:06:18agree, and we can find a path forward?
  1109. 1:06:20And I think I have enough humility that, like, these guys are, you
  1110. 1:06:23know, they're big, important people.
  1111. 1:06:25Like, I don't know if I have much to add, you know, um, given their points of view.
  1112. 1:06:30But I just wanna make sure that we I- facilitate is really the
  1113. 1:06:35word that keeps coming to my mind.
  1114. 1:06:36Like, how do we move quickly to all collectively come to informed
  1115. 1:06:41opinions and, um, and then come to a process where we agree on something?
  1116. 1:06:46This is the question I ask everyone at the end of these HUGE* conversations,
  1117. 1:06:50which is when I think about after I'm dead and after people say that she
  1118. 1:06:56was a really great family member, and she loved her husband, and she loved
  1119. 1:07:03her friends, I would want them to talk about the mission of this show.
  1120. 1:07:08I would want them to talk about how I tried my best to help people see
  1121. 1:07:12ways the future could go well because I really believe, as it seems you do,
  1122. 1:07:17in other people, in their perspective, and when they see a vision of a future
  1123. 1:07:23they believe in, that they're gonna actually try and help make it happen.
  1124. 1:07:25Like, that's the point of what I spend all of my working hours doing.
  1125. 1:07:30You're obviously just starting out.
  1126. 1:07:32You've already had this huge impact.
  1127. 1:07:34You have a lot farther to go, but I'm curious when you think about how
  1128. 1:07:38you wanna be remembered after you're gone, what do you want people to say?
  1129. 1:07:46First of all, what a nice, what a nice, um, idea and concept.
  1130. 1:07:49Um, I think, I think for me, I w- will want people to say that the things that
  1131. 1:07:55I built and the things I contributed to, um, helped everyone get more out
  1132. 1:08:00of what they wanted out of their lives.
  1133. 1:08:03Beautiful.
  1134. 1:08:03Thanks for doing this.
  1135. 1:08:04Thank you.

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