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DAN IVES JUST GAVE HIS TAKE ON WHERE THE QUANTUM COMPUTING RACE ACTUALLY STANDS The Wedbush analyst was asked what inning we're in. His answer: "We're maybe in the dugout in warmups, getting ready for the first inning. The game hasn't started." Ives calls quantum a "derivative play on...

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112,286 次观看 • 4 个月前 •via X (Twitter)

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We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:
12:08

We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

Schwab Network

53,033 次观看 • 11 个月前

$NVDA $QBTS TODAY JENSEN HUANG SAID THAT QUANTUM COMPUTING WAS 20 YEARS AWAY FROM BEING USEFUL. DWave Quantum $QBTS was down as much as 49% after these comments and ended the day down 36%. The stock is up 1000% from the September lows. The CEO of DWave says in this clip that Jensen Huang is "dead wrong" on how he thinks of quantum computing: 🍿🍿🍿🍿🍿🍿
5:29

$NVDA $QBTS TODAY JENSEN HUANG SAID THAT QUANTUM COMPUTING WAS 20 YEARS AWAY FROM BEING USEFUL. DWave Quantum $QBTS was down as much as 49% after these comments and ended the day down 36%. The stock is up 1000% from the September lows. The CEO of DWave says in this clip that Jensen Huang is "dead wrong" on how he thinks of quantum computing: 🍿🍿🍿🍿🍿🍿

amit

161,324 次观看 • 1 年前

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.
13:00

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.

Ming

29,004 次观看 • 9 个月前

.Dan Ives says hyperscaler earnings are all about cloud growth, and they show that enterprise use cases are accelerating. Earnings season has proven that AI is still in the early stages of the AI revolution, with the industry only in its "third inning," according to Ives. He tells Nicole Petallides that if $GOOGL had reported earnings this week, the reaction would have been potentially "muted or positive." As for $MSFT's earnings, he views them as an inflection point for the entire tech sector. "I just don't see how you can be bearish in this environment," he says. He also sees a "golden age" for cybersecurity on the horizon. For more market news, tune in at:
11:03

.Dan Ives says hyperscaler earnings are all about cloud growth, and they show that enterprise use cases are accelerating. Earnings season has proven that AI is still in the early stages of the AI revolution, with the industry only in its "third inning," according to Ives. He tells Nicole Petallides that if $GOOGL had reported earnings this week, the reaction would have been potentially "muted or positive." As for $MSFT's earnings, he views them as an inflection point for the entire tech sector. "I just don't see how you can be bearish in this environment," he says. He also sees a "golden age" for cybersecurity on the horizon. For more market news, tune in at:

Schwab Network

39,728 次观看 • 2 个月前

Arvind Krishna on Masters of Scale: the AI data center math doesn't work. IBM's CEO runs the numbers. 125 GW of committed AI data centers implies $8-12T in capex. That requires roughly $1T in annual profit. Which requires $4T in incremental AI revenue. His words: "I don't see the economics of that at all." Krishna is talking his book - IBM sells the on-premise alternative. But he is an enterprise infrastructure CEO who has deployed AI at scale across 250K+ employees. When he says the hyperscaler capex cycle has no revenue path, that is worth weighing. The bull and bear case on IBM are the same argument: excess capex validates on-premise. IBM's full enterprise ROI breakdown, the $4T revenue gap, and the quantum bet: Source: Masters of Scale -
1:25

Arvind Krishna on Masters of Scale: the AI data center math doesn't work. IBM's CEO runs the numbers. 125 GW of committed AI data centers implies $8-12T in capex. That requires roughly $1T in annual profit. Which requires $4T in incremental AI revenue. His words: "I don't see the economics of that at all." Krishna is talking his book - IBM sells the on-premise alternative. But he is an enterprise infrastructure CEO who has deployed AI at scale across 250K+ employees. When he says the hyperscaler capex cycle has no revenue path, that is worth weighing. The bull and bear case on IBM are the same argument: excess capex validates on-premise. IBM's full enterprise ROI breakdown, the $4T revenue gap, and the quantum bet: Source: Masters of Scale -

Podcast Alpha

11,102 次观看 • 3 个月前

MUST WATCH FOR QUANTUM $IONQ $RGTI $QBTS $IBM $INFQ $NVDA INVESTORS! YOU ARE BEING LIED TO - STOCK is down over 50% in the last two months. "What they've (IONQ) optimized for is selling this story to Retail investors, I CANT EMPHASIS THAT STRONGLY ENOUGH" Scott Aaronson is one of the most influential thinkers in modern quantum computing. He’s best known for foundational work on quantum complexity theory and for helping define quantum supremacy, clarifying what problems quantum computers can provably do better than classical ones. As a professor at the University of Texas at Austin and former director of quantum information at Amazon Web Services, his research and writing have shaped how both academics and industry understand the real limits and real potential of quantum computing. He gives his thoughts on IONQ's CEO Niccolo de Masi baseless claims to Congress last month: 1. “I would say $IONQ has not demonstrated anything in trapped ion hardware close to what Quantinuum has demonstrated in the last year” 2. "What they've optimized for is selling this story to Retail investors, I CANT EMPHASIS THAT STRONGLY ENOUGH" 3. "Kind of things I heard him (Niccolo De Masi) say in Congress, are the kind of things you say if you have a Trumpian attitude towards truth" 4. "You're in a mental world that's just totally disconnected from what is true and what is not true!" YOU ARE BEING LIED TO! IONQ is not the next NVIDIA, that is why the CEO and the entire leadership sold all their shares over the last 12 months!
2:09

MUST WATCH FOR QUANTUM $IONQ $RGTI $QBTS $IBM $INFQ $NVDA INVESTORS! YOU ARE BEING LIED TO - STOCK is down over 50% in the last two months. "What they've (IONQ) optimized for is selling this story to Retail investors, I CANT EMPHASIS THAT STRONGLY ENOUGH" Scott Aaronson is one of the most influential thinkers in modern quantum computing. He’s best known for foundational work on quantum complexity theory and for helping define quantum supremacy, clarifying what problems quantum computers can provably do better than classical ones. As a professor at the University of Texas at Austin and former director of quantum information at Amazon Web Services, his research and writing have shaped how both academics and industry understand the real limits and real potential of quantum computing. He gives his thoughts on IONQ's CEO Niccolo de Masi baseless claims to Congress last month: 1. “I would say $IONQ has not demonstrated anything in trapped ion hardware close to what Quantinuum has demonstrated in the last year” 2. "What they've optimized for is selling this story to Retail investors, I CANT EMPHASIS THAT STRONGLY ENOUGH" 3. "Kind of things I heard him (Niccolo De Masi) say in Congress, are the kind of things you say if you have a Trumpian attitude towards truth" 4. "You're in a mental world that's just totally disconnected from what is true and what is not true!" YOU ARE BEING LIED TO! IONQ is not the next NVIDIA, that is why the CEO and the entire leadership sold all their shares over the last 12 months!

Common Sense Investor (CSI)

28,941 次观看 • 3 个月前

IBM CEO Arvind Krishna just shared a breakthrough update on Quantum Computing in India: ​• The Timeline: Quantum is no longer a distant future. We are looking at massive commercial advantage in just 2-3 years. • Amaravati Quantum Valley: IBM is setting up a quantum computer right in Amaravati, working hand-in-hand with the AP state government! (Only two locations in India will get this). • Talent Magnet: The location was chosen to unlock and leverage India's deep math and physics talent the exact quality and depth needed to solve complex quantum problems. ​Andhra Pradesh is rapidly cementing its position as India's ultimate deep-tech powerhouse!
2:35

IBM CEO Arvind Krishna just shared a breakthrough update on Quantum Computing in India: ​• The Timeline: Quantum is no longer a distant future. We are looking at massive commercial advantage in just 2-3 years. • Amaravati Quantum Valley: IBM is setting up a quantum computer right in Amaravati, working hand-in-hand with the AP state government! (Only two locations in India will get this). • Talent Magnet: The location was chosen to unlock and leverage India's deep math and physics talent the exact quality and depth needed to solve complex quantum problems. ​Andhra Pradesh is rapidly cementing its position as India's ultimate deep-tech powerhouse!

Amaravati Updates | Capital of Andhra Pradesh, IND

38,273 次观看 • 3 个月前

Ahead of big tech earnings next week, Dan Ives of Wedbush tells Nicole Petallides that he sees $MSFT hitting a $5 trillion market cap in the next 18 months as it enters "a golden era" of AI. The "AI party," according to Ives, is going to "power the tech bull market" for the next 2-3 years. His price target on some of the companies set to report: — $TSLA: Outperform, $500 price target — $AAPL: Outperform, $270 price target — $MSFT: Outperform, $600 price target Here's what else he had to say, including his outlook for Tesla and Meta — and why it's time for Apple to "change its DNA" and do "something big."
12:38

Ahead of big tech earnings next week, Dan Ives of Wedbush tells Nicole Petallides that he sees $MSFT hitting a $5 trillion market cap in the next 18 months as it enters "a golden era" of AI. The "AI party," according to Ives, is going to "power the tech bull market" for the next 2-3 years. His price target on some of the companies set to report: — $TSLA: Outperform, $500 price target — $AAPL: Outperform, $270 price target — $MSFT: Outperform, $600 price target Here's what else he had to say, including his outlook for Tesla and Meta — and why it's time for Apple to "change its DNA" and do "something big."

Schwab Network

52,873 次观看 • 1 年前

BREAKING: THE MOST IMPORTANT VIDEO TO WATCH IF YOU ARE INVESTED IN QUANTUM COMPUTING COMPANIES. $IONQ $RGTI $QBTS $QUBT The world's leading quantum computing researcher Scott Aaronson calls out the scams and snakeoilmen in the public quantum computing stock market. $IONQ $RGTI $QBTS $QUBT - "The most important thing that I can say in this whole interview, if I am taking to Retail investors is that unfortunately there are companies that I see that are really trying to solve the hardware problems, they might succeed, they might fail but they are really focused on solving the real problems and talking about it more or less honestly" - "and then there are companies that have focused on like marketing themselves to Retail investors and doing IPO's" i.e. the 4 public quantum computing companies IONQ, Rigetti, D-Wave and QUBT. - "and I see these 2 sets of companies being mostly disjoint from each other" - "So the companies that have focused on doing IPO's are actually not the ones that are in the lead on in the hardware, what they are in the lead on is selling a narrative to people...... - "convincing people this is already useful for solving problems in optimization and machine learning and finance, which sounds great to people, but all depends on you agreeing to not ask the question Q. well could a classical computer have done that just as well, could a classical computer actually have done that much faster and easier " "When people are talking about that the big use of a quantum computer is to solve optimization or machine learning problems or to turbo charge AI, or it can already do this, it's already delivering value to customers...." "these are the tells you are dealing with a SNAKEOIL SALESMAN" He calls out the "scammy" companies in this space! Remember the only 4 quantum pure play companies that have IPO'd are $IONQ $RGTI $QUBT $QBTS He also says earlier in the interview “I would say $IONQ has not demonstrated anything in trapped ion hardware close to what Quantinuum has demonstrated in the last year” YOU ARE BEING LIED TO! Full video in comments from the The Quantum Bull
4:20

BREAKING: THE MOST IMPORTANT VIDEO TO WATCH IF YOU ARE INVESTED IN QUANTUM COMPUTING COMPANIES. $IONQ $RGTI $QBTS $QUBT The world's leading quantum computing researcher Scott Aaronson calls out the scams and snakeoilmen in the public quantum computing stock market. $IONQ $RGTI $QBTS $QUBT - "The most important thing that I can say in this whole interview, if I am taking to Retail investors is that unfortunately there are companies that I see that are really trying to solve the hardware problems, they might succeed, they might fail but they are really focused on solving the real problems and talking about it more or less honestly" - "and then there are companies that have focused on like marketing themselves to Retail investors and doing IPO's" i.e. the 4 public quantum computing companies IONQ, Rigetti, D-Wave and QUBT. - "and I see these 2 sets of companies being mostly disjoint from each other" - "So the companies that have focused on doing IPO's are actually not the ones that are in the lead on in the hardware, what they are in the lead on is selling a narrative to people...... - "convincing people this is already useful for solving problems in optimization and machine learning and finance, which sounds great to people, but all depends on you agreeing to not ask the question Q. well could a classical computer have done that just as well, could a classical computer actually have done that much faster and easier " "When people are talking about that the big use of a quantum computer is to solve optimization or machine learning problems or to turbo charge AI, or it can already do this, it's already delivering value to customers...." "these are the tells you are dealing with a SNAKEOIL SALESMAN" He calls out the "scammy" companies in this space! Remember the only 4 quantum pure play companies that have IPO'd are $IONQ $RGTI $QUBT $QBTS He also says earlier in the interview “I would say $IONQ has not demonstrated anything in trapped ion hardware close to what Quantinuum has demonstrated in the last year” YOU ARE BEING LIED TO! Full video in comments from the The Quantum Bull

Common Sense Investor (CSI)

140,077 次观看 • 9 个月前

$IONQ de Masi on CNBC: guidance beaten and raised five years running Niccolo de Masi, Chairman and CEO, with Morgan Brennan on the floor of the NYSE yesterday. His whole argument fits in one of his lines. Every investment since he took the job has moved the roadmap to the left. Oxford Ionics, about $1.1 billion in June, put the ion trap and its lasers on a chip. SkyWater, closed under two months ago, scales it and manufactures it, after the better part of a decade running quantum work for a wide share of the ecosystem, including customers that cannot be named. The result is a machine that gets more powerful without getting much more expensive, and upgradeable in place, swap the chip, recalibrate, same hardware. The 10,000-qubit system is likely running in the lab next year. More customers buy more than one product, more of them abroad, and IonQ already sells clocks, photonic interconnects and networking to other quantum companies. Chips join the list. The same logic lands on security. Q-Day now sits inside a CISO's planning horizon. Invest in 2026 and 2027, he says, and the worst case is being early and ready. His frame, borrowed from Sundar Pichai. Quantum is about five years behind AI on GPUs. If this is 2021 for GPU AI, look at the next five quarters. #IonQ #Quantum
19:50

$IONQ de Masi on CNBC: guidance beaten and raised five years running Niccolo de Masi, Chairman and CEO, with Morgan Brennan on the floor of the NYSE yesterday. His whole argument fits in one of his lines. Every investment since he took the job has moved the roadmap to the left. Oxford Ionics, about $1.1 billion in June, put the ion trap and its lasers on a chip. SkyWater, closed under two months ago, scales it and manufactures it, after the better part of a decade running quantum work for a wide share of the ecosystem, including customers that cannot be named. The result is a machine that gets more powerful without getting much more expensive, and upgradeable in place, swap the chip, recalibrate, same hardware. The 10,000-qubit system is likely running in the lab next year. More customers buy more than one product, more of them abroad, and IonQ already sells clocks, photonic interconnects and networking to other quantum companies. Chips join the list. The same logic lands on security. Q-Day now sits inside a CISO's planning horizon. Invest in 2026 and 2027, he says, and the worst case is being early and ready. His frame, borrowed from Sundar Pichai. Quantum is about five years behind AI on GPUs. If this is 2021 for GPU AI, look at the next five quarters. #IonQ #Quantum

TechInnovation

13,873 次观看 • 1 个月前

DAN IVES SAYS THIS IS NOT A TIME TO PANIC ... THE 4TH INDUSTRIAL REVOLUTION IS HAPPENING RIGHT NOW Exclusive Dan Ives Dan Ives Interview - SpaceX and Tesla will merge?!?! - We're in year 3 of a 8 to 10 year buildout and the market is pricing Nvidia like its year 7 - Autonomy and Humanoid Robots are real ... Your 8-year-old won't need a driver's license because of Autonomy Shoutout to Tannor Manson for Co-hosting (Bookmark this post ... clippers feel free to take clips from the video and post it 🫡)
37:11

DAN IVES SAYS THIS IS NOT A TIME TO PANIC ... THE 4TH INDUSTRIAL REVOLUTION IS HAPPENING RIGHT NOW Exclusive Dan Ives Dan Ives Interview - SpaceX and Tesla will merge?!?! - We're in year 3 of a 8 to 10 year buildout and the market is pricing Nvidia like its year 7 - Autonomy and Humanoid Robots are real ... Your 8-year-old won't need a driver's license because of Autonomy Shoutout to Tannor Manson for Co-hosting (Bookmark this post ... clippers feel free to take clips from the video and post it 🫡)

Evan

168,429 次观看 • 6 个月前

MUST WATCH!!!! John Preskill John Preskill- the world's leading authority on quantum computing - sits down with Brian Greene in an interview from just two months ago. Expect major drawdowns in the hype-driven names: $IONQ $RGTI $LAES $QUBT $QBTS Preskill, who serves as Director of Caltech’s Institute for Quantum Information and Matter (IQIM), was also named 2025 Academic Pioneer in Quantum by the Quantum World Congress. Key takeaways from his remarks: “A realistic timeline for quantum computing is 20 years.” “He has amplified the hype around quantum supremacy” This is a reality check, and it’s going to hit hard. Full interview available now on YouTube.
3:49

MUST WATCH!!!! John Preskill John Preskill- the world's leading authority on quantum computing - sits down with Brian Greene in an interview from just two months ago. Expect major drawdowns in the hype-driven names: $IONQ $RGTI $LAES $QUBT $QBTS Preskill, who serves as Director of Caltech’s Institute for Quantum Information and Matter (IQIM), was also named 2025 Academic Pioneer in Quantum by the Quantum World Congress. Key takeaways from his remarks: “A realistic timeline for quantum computing is 20 years.” “He has amplified the hype around quantum supremacy” This is a reality check, and it’s going to hit hard. Full interview available now on YouTube.

Common Sense Investor (CSI)

67,926 次观看 • 11 个月前

Breaking: Scott Aaronson - the world’s leading theorist in quantum computing - openly pushed back on the $IONQ bulls on X, even laughing at claims that now is the time to buy! He has not reversed his stance, and remains clear - we are not getting a fault-tolerant quantum computer in the next few years! In my view, $IONQ is still a generational short. Retail investors should be extremely cautious here in falling for the hype. The stock has already collapsed 60% from October highs.
1:12

Breaking: Scott Aaronson - the world’s leading theorist in quantum computing - openly pushed back on the $IONQ bulls on X, even laughing at claims that now is the time to buy! He has not reversed his stance, and remains clear - we are not getting a fault-tolerant quantum computer in the next few years! In my view, $IONQ is still a generational short. Retail investors should be extremely cautious here in falling for the hype. The stock has already collapsed 60% from October highs.

Common Sense Investor (CSI)

19,053 次观看 • 7 个月前

This Google insider just revealed what AI is actually being used for behind closed doors. It has nothing to do with chatbots. Mo Gawdat was a senior executive at Google for over a decade. He watched AI get built from the inside. He was in the rooms, in the labs, in the government meetings in China that almost no Western executive was allowed into. And he just went on Diary of a CEO and said things that no active tech executive would ever be allowed to say publicly: "What the general public sees about AI is overhyped but ineffective. What the real geeks see inside the lab is genuinely world-changing." The public gets chatbots and AI-generated videos while the labs are building autonomous weapons systems, military targeting technology, real-time surveillance infrastructure, and self-improving code that rewrites itself every microsecond without human oversight. As Mo put it: "As we speak, we are living in two major wars where AI is doing most of the killing." He talked about Palantir's CEO Alex Karp openly celebrating how his targeting technology identifies and eliminates people. He talked about the next generation of autonomous weapons costing $20,000 each, meaning any government with a $50 billion defense budget can literally rain drones on every corner of the planet. And as you remember, Anthropic was offered a $500 million military contract to allow their AI to be used for human targeting and surveillance. They refused and walked away from the money. OpenAI took the contract the following week. Mo's response: "You have to start observing who is actually behaving in a way that makes AI work for humanity, and who is behaving in a way that makes AI work for their share price." Now this is where it gets really interesting... In Mo's documentary Chasing Utopia, Altman literally says directly on camera: "I suspect that AI is likely going to end humanity, but we're going to create a lot of interesting companies in the process." That is the CEO of the most powerful AI company on Earth saying that he suspects his OWN technology will end the human race and then shrugging it off because the business opportunity is too good to pass up. Mo's prediction for the next decade: War, economic collapse, mass unemployment, surveillance expansion, and an absolute concentration of power at the top unlike anything in modern history. His prediction after that is if humanity survives the next 10 years, AI will eventually create a world of abundance where intelligence solves every problem we currently face. But the path between here and there is what terrifies him. And the men building the technology know exactly what they're doing. Do you think he's just exaggerating for attention, or is there truth in this?
2:22

This Google insider just revealed what AI is actually being used for behind closed doors. It has nothing to do with chatbots. Mo Gawdat was a senior executive at Google for over a decade. He watched AI get built from the inside. He was in the rooms, in the labs, in the government meetings in China that almost no Western executive was allowed into. And he just went on Diary of a CEO and said things that no active tech executive would ever be allowed to say publicly: "What the general public sees about AI is overhyped but ineffective. What the real geeks see inside the lab is genuinely world-changing." The public gets chatbots and AI-generated videos while the labs are building autonomous weapons systems, military targeting technology, real-time surveillance infrastructure, and self-improving code that rewrites itself every microsecond without human oversight. As Mo put it: "As we speak, we are living in two major wars where AI is doing most of the killing." He talked about Palantir's CEO Alex Karp openly celebrating how his targeting technology identifies and eliminates people. He talked about the next generation of autonomous weapons costing $20,000 each, meaning any government with a $50 billion defense budget can literally rain drones on every corner of the planet. And as you remember, Anthropic was offered a $500 million military contract to allow their AI to be used for human targeting and surveillance. They refused and walked away from the money. OpenAI took the contract the following week. Mo's response: "You have to start observing who is actually behaving in a way that makes AI work for humanity, and who is behaving in a way that makes AI work for their share price." Now this is where it gets really interesting... In Mo's documentary Chasing Utopia, Altman literally says directly on camera: "I suspect that AI is likely going to end humanity, but we're going to create a lot of interesting companies in the process." That is the CEO of the most powerful AI company on Earth saying that he suspects his OWN technology will end the human race and then shrugging it off because the business opportunity is too good to pass up. Mo's prediction for the next decade: War, economic collapse, mass unemployment, surveillance expansion, and an absolute concentration of power at the top unlike anything in modern history. His prediction after that is if humanity survives the next 10 years, AI will eventually create a world of abundance where intelligence solves every problem we currently face. But the path between here and there is what terrifies him. And the men building the technology know exactly what they're doing. Do you think he's just exaggerating for attention, or is there truth in this?

Ricardo

198,645 次观看 • 4 个月前

Sam Altman was asked why the US shouldn't just race China on AI at full speed. His answer breaks the race logic exactly where the stakes are highest "I think it's fine to say, hey, we're going to win this. We're going to have most of the economic benefit" "But there will be some global-scale safety issues" "We have had times in the past, like with the IAEA for atomic energy and weapons, where the world comes together and says: none of us should be taking global risk" "But on the really big things - making sure we don't ever lose control of AI systems, cybersecurity, biosecurity - I think we need to not treat this as a race" That is the man in the lead of the race saying the race framing fails at the exact layer where losing means everyone loses: control, cyber, bio. Call it the assurance layer: who tests, who audits, who certifies a system as safe to deploy. It is still mostly unbuilt. P.S. Building that layer is what the AI Assurance & Governance Summit at Stanford is for (October 1). One day, one track: frontier labs, regulated industries, insurers, and investors in one room. Reserve a seat: - Sam Altman (Sam Altman), CEO of OpenAI, on CNBC
0:58

Sam Altman was asked why the US shouldn't just race China on AI at full speed. His answer breaks the race logic exactly where the stakes are highest "I think it's fine to say, hey, we're going to win this. We're going to have most of the economic benefit" "But there will be some global-scale safety issues" "We have had times in the past, like with the IAEA for atomic energy and weapons, where the world comes together and says: none of us should be taking global risk" "But on the really big things - making sure we don't ever lose control of AI systems, cybersecurity, biosecurity - I think we need to not treat this as a race" That is the man in the lead of the race saying the race framing fails at the exact layer where losing means everyone loses: control, cyber, bio. Call it the assurance layer: who tests, who audits, who certifies a system as safe to deploy. It is still mostly unbuilt. P.S. Building that layer is what the AI Assurance & Governance Summit at Stanford is for (October 1). One day, one track: frontier labs, regulated industries, insurers, and investors in one room. Reserve a seat: - Sam Altman (Sam Altman), CEO of OpenAI, on CNBC

Karl Mehta

57,934 次观看 • 3 个月前