Subject
AI technology > re-industrialization of America
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you can use AI to underwrite the re-industrialization of America.

“you can use AI to underwrite the re-industrialization of America.”
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Subject
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you can use AI to underwrite the re-industrialization of America.

“you can use AI to underwrite the re-industrialization of America.”
Subject
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I think if we handle this wrongly you could have a situation where there's a very small number of people or one person who has their hand on the button. And we need to answer these questions because we don't want to make companies more powerful than the government.

“I think if we handle this wrongly you could have a situation where there's a very small number of people or one person who has their hand on the button. And we need to answer these questions because we don't want to make companies more powerful than the government.”
Subject
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It's more that you think the technology is not ready for your models to be used fully autonomously. We didn't make these systems to be safe if you use them in that particular way. They're not suitable for this use case.

“It's more that you think the technology is not ready for your models to be used fully autonomously. We didn't make these systems to be safe if you use them in that particular way. They're not suitable for this use case.”
Subject
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It's more that you think the technology is not ready for your models to be used fully autonomously. We didn't make these systems to be safe if you use them in that particular way. They're not suitable for this use case.

“It's more that you think the technology is not ready for your models to be used fully autonomously. We didn't make these systems to be safe if you use them in that particular way. They're not suitable for this use case.”
Subject
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And this is the idea that, you know, right now you have an army of human soldiers, and there are norms about serving in the military. What what are the norms of the of the AI driven drones?

“And this is the idea that, you know, right now you have an army of human soldiers, and there are norms about serving in the military. What what are the norms of the of the AI driven drones?”
Subject
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We don't want to make companies more powerful than the government, but we also don't want to make government. So powerful that it that it can't be stopped. We have both problems at once.

“We don't want to make companies more powerful than the government, but we also don't want to make government. So powerful that it that it can't be stopped. We have both problems at once.”
Subject
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And here's a critical insight from our research. Different technologies depend on different ecosystem strengths. Stack technologies like AI rely on deep capital markets, dense talent clusters, and open but secure research networks.

“And here's a critical insight from our research. Different technologies depend on different ecosystem strengths. Stack technologies like AI rely on deep capital markets, dense talent clusters, and open but secure research networks.”
Subject
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That's why the United States has maintained its edge in stack technologies like AI. The moat is ecosystemdriven. Research universities, venture capital, technical standards and platform orchestration.

“That's why the United States has maintained its edge in stack technologies like AI. The moat is ecosystemdriven. Research universities, venture capital, technical standards and platform orchestration.”
Subject
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So what AI is good at is it's it's excellent detecting patterns. And so AI can can predict can see much faster than a human can when a pattern is emerging in the marketplace.

“So what AI is good at is it's it's excellent detecting patterns. And so AI can can predict can see much faster than a human can when a pattern is emerging in the marketplace.”
Subject
Quote from Video
So what AI is good at is it's it's excellent detecting patterns. Yeah. And so AI can can predict can see much faster than a human can when a pattern is emerging in the marketplace.

“So what AI is good at is it's it's excellent detecting patterns. Yeah. And so AI can can predict can see much faster than a human can when a pattern is emerging in the marketplace.”
Subject
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In the event we don't have the materials we need, well perhaps we will see growth in in AI and data at a at a slower rate. Perhaps that will lead to a slower improvement in productivity in our economies.

“In the event we don't have the materials we need, well perhaps we will see growth in in AI and data at a at a slower rate. Perhaps that will lead to a slower improvement in productivity in our economies.”
Subject
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I think market concentration matters for innovation uh for the reason that large firms they have scale and so they intend to use new technologies like AI for process improvements and automation. Smaller players on the other hand don't have scale and they are more likely to push the boundaries and develop entirely new products and industries.

“I think market concentration matters for innovation uh for the reason that large firms they have scale and so they intend to use new technologies like AI for process improvements and automation. Smaller players on the other hand don't have scale and they are more likely to push the boundaries and develop entirely new products and industries.”
Subject
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Just as a reminder, AI right now doubles uh every like 300 days. So in less than a year, AI doubles in capabilities. That's insane.

“Just as a reminder, AI right now doubles uh every like 300 days. So in less than a year, AI doubles in capabilities. That's insane.”
Subject
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Not even Bloomberg can be truly oneshotted with all the things that they built up. They've got decades worth of proprietary data feeds... But AI is evaporating that moat in real time. When a $200 a month subscription can get you 80% of the way to the functionality of a multi-billion dollar company, you know, the world is going to change forever.

“Not even Bloomberg can be truly oneshotted with all the things that they built up. They've got decades worth of proprietary data feeds... But AI is evaporating that moat in real time. When a $200 a month subscription can get you 80% of the way to the functionality of a multi-billion dollar company, you know, the world is going to change forever.”
Subject
Quote from Video
Just as a reminder, AI right now doubles every like 300 days. So in less than a year, AI doubles in capabilities. That's insane.

“Just as a reminder, AI right now doubles every like 300 days. So in less than a year, AI doubles in capabilities. That's insane.”
Subject
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Before anyone thinks that I think you can oneshot a business, let me say AI is not there yet. Not even Bloomberg can be truly oneshotted with all the things that they built up.

“Before anyone thinks that I think you can oneshot a business, let me say AI is not there yet. Not even Bloomberg can be truly oneshotted with all the things that they built up.”
Subject
Quote from Video
But AI is evaporating that moat in real time. When a $200 a month subscription can get you 80% of the way to the functionality of a multi-billion dollar company, you know, the world is going to change forever.

“But AI is evaporating that moat in real time. When a $200 a month subscription can get you 80% of the way to the functionality of a multi-billion dollar company, you know, the world is going to change forever.”
Subject
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The other thing is there's this study that came out the other day where they were having all of the AI models play war games against each other. And the big takeaway was AI models are very quick to use tackler nuclear weapons in war games cuz they're not hindered by the moral qualms of it.

“The other thing is there's this study that came out the other day where they were having all of the AI models play war games against each other. And the big takeaway was AI models are very quick to use tackler nuclear weapons in war games cuz they're not hindered by the moral qualms of it.”
Subject
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Ah for sure I think it's empathy. Empathy is one of the main skills that they cannot learn and discernment as well.

“Ah for sure I think it's empathy. Empathy is one of the main skills that they cannot learn and discernment as well.”
Subject
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Here we do clearly have an A+ technology, that the idea that this was just going to be hallucination and next token prediction and it's a stochastic parish and all that stuff, it's just nonsense.

“Here we do clearly have an A+ technology, that the idea that this was just going to be hallucination and next token prediction and it's a stochastic parish and all that stuff, it's just nonsense.”
Subject
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If we follow this path forward and see that AI is making more and more technology cheaper and cheaper, higher quality and more accessible, it means things like tax strategy coordination, estate planning, insurance and liability planning... All of these things become more and more accessible.

“If we follow this path forward and see that AI is making more and more technology cheaper and cheaper, higher quality and more accessible, it means things like tax strategy coordination, estate planning, insurance and liability planning... All of these things become more and more accessible.”