Detailed view for this entity.
“Now it is becoming a systems question. What happens when a technology moves from the abstract into daily life? Education, healthcare, finance, national security and sectors like that.”
“as the technology has advanced it goes from being something where the primary questions are questions of um science and engineering to something where the questions are are much much broader”
“these kind of AIs have not been trained on our local context. Mhm. And for this training to happen.”
“the combination of SpaceX, OpenAI and Anthropic... will eliminate and it will cannibalize and it will erode most of the moes that support this differential trading.”
“I think there are just a lot of unknowns and a lot of open questions.”
“even if we had no more progress, AI would already be impactful at the level of something like the internet. So already very very impactful technology would really change how we live.”
“AI perhaps represents a much bigger potential negative consequences if we get this thing wrong across different countries and different sovereigns.”
“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.”
“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.”
“Ah for sure I think it's empathy. Empathy is one of the main skills that they cannot learn and discernment as well.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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. Yeah. And so AI can can predict can see much faster than a human can when a pattern is emerging in the marketplace.”
“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.”
“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.”
“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.”
“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?”
“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.”
“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.”
“you can use AI to underwrite the re-industrialization of America.”