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Gavin Baker on why AI spending isn’t going to slow down: “they all believe whoever reaches super AI first will create tens or hundreds of trillions of dollars in value - and if they lose the race, their company faces mortal risk. as long as one company keeps spending,...

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0xDipper

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solid watch. saving this one for tonight 👀

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JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself. Here's what he said on CNBC: "Nobody uses AI better than Meta." He explained that Meta went from a classical recommender system running on CPUs to a generative AI agentic system making recommendations across the entire platform. "Everything from the way social media works and the way they recommend ads and help advertisers create content has fundamentally been changed. And their earnings show it." "That's the reason why they're investing so hard. They see a much larger future potential for it." Mark Zuckerberg $META is spending $70B+ on AI this year.

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At 23 years old Gavin Baker was a rookie Fidelity analyst handed a chip company nobody wanted to cover the company was Nvidia. the year was 2000 Fidelity owned 15% of it - so this kid had Jensen Huang on the phone one to two hours every single week he held that stock for 25 years. never rotated out. never blinked then he left, built his own fund, and just bought call options on 3.5 million Nvidia shares while everyone else screamed bubble "whenever there is something that might slow it down, everything accelerates" Google's TPUs vs Nvidia's GPUs. the Blackwell delay that nearly stalled all of AI. the real economics nobody explains bookmark and watch it today ↓
1:06:13

At 23 years old Gavin Baker was a rookie Fidelity analyst handed a chip company nobody wanted to cover the company was Nvidia. the year was 2000 Fidelity owned 15% of it - so this kid had Jensen Huang on the phone one to two hours every single week he held that stock for 25 years. never rotated out. never blinked then he left, built his own fund, and just bought call options on 3.5 million Nvidia shares while everyone else screamed bubble "whenever there is something that might slow it down, everything accelerates" Google's TPUs vs Nvidia's GPUs. the Blackwell delay that nearly stalled all of AI. the real economics nobody explains bookmark and watch it today ↓

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Jensen Huang on Elon Musk and xAI building the fastest supercomputer on the planet in 19 days “From the moment of concept to building a massive factory, liquid-cooled, energized, permitted, in the short time that was done. That is superhuman. And as far as I know, there’s only one person in the world who could do that.” Jensen puts the 19 days that it took xAI to build their supercomputer in Memphis into perspective: “What they achieved is singular. It’s never been done before. Just to put it in perspective: 100,000 GPUs is easily the fastest supercomputer on the planet as one cluster. It’s a supercomputer that would take normally three years to plan, then they deliver the equipment, then it takes one year to get it all working.” In other words, this should’ve taken at least four years, but Elon and the xAI team were able to do it in just 19 days. Source: Bg2 Pod (Oct 2024)
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Jensen Huang on Elon Musk and xAI building the fastest supercomputer on the planet in 19 days “From the moment of concept to building a massive factory, liquid-cooled, energized, permitted, in the short time that was done. That is superhuman. And as far as I know, there’s only one person in the world who could do that.” Jensen puts the 19 days that it took xAI to build their supercomputer in Memphis into perspective: “What they achieved is singular. It’s never been done before. Just to put it in perspective: 100,000 GPUs is easily the fastest supercomputer on the planet as one cluster. It’s a supercomputer that would take normally three years to plan, then they deliver the equipment, then it takes one year to get it all working.” In other words, this should’ve taken at least four years, but Elon and the xAI team were able to do it in just 19 days. Source: Bg2 Pod (Oct 2024)

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🚨 JOE ROGAN ON THE YOUTUBE CENSORSHIP: "If you Google'd Rogan Trump you could only get clips, you couldn't find the full episode. We reached out to them, and they fixed it, but Elon was furious and contacted Daniel Ek at Spotify and they put it on X as well. Now it has more views than ever. You can't suppress shit. It doesn't work. People are going to realize what you're doing. This is 2024. If my video isn't trending, then what is? Why is my video not trending? If one show has 36 million downloads in one day, that's not trending? There's no way this was a mistake. It could have been a rogue engineer or something. They're desperate because they had no idea it was going to be that popular. It's a runaway train and they hate it because they're ideologically oppose to Trump being more popular. Mass reporting could also have done it, but that's a symptom of the left too."
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🚨 JOE ROGAN ON THE YOUTUBE CENSORSHIP: "If you Google'd Rogan Trump you could only get clips, you couldn't find the full episode. We reached out to them, and they fixed it, but Elon was furious and contacted Daniel Ek at Spotify and they put it on X as well. Now it has more views than ever. You can't suppress shit. It doesn't work. People are going to realize what you're doing. This is 2024. If my video isn't trending, then what is? Why is my video not trending? If one show has 36 million downloads in one day, that's not trending? There's no way this was a mistake. It could have been a rogue engineer or something. They're desperate because they had no idea it was going to be that popular. It's a runaway train and they hate it because they're ideologically oppose to Trump being more popular. Mass reporting could also have done it, but that's a symptom of the left too."

Autism Capital 🧩

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🇺🇸 CATHERINE HERRIDGE: CBS WALKED AWAY FROM ELON BECAUSE THEY COULDN’T CONTROL HIM Catherine revealed CBS passed on what could have been one of the biggest interviews in modern media, not because Elon refused, but because the network did. She said discussions were underway after her work connected to the Twitter Files, and an opportunity emerged to interview Elon live on his own platform. That’s when everything stalled. “I went to the CBS executives and I said, this is the opportunity that we have. He’s saying, I want to do it live and on my platform. He’s one of the most influential human beings on the planet. And the reaction from the executives was, well, we can’t do it live. And I was like, what do you mean we can’t do it live? They said, we don’t know what he’s going to say. And I’m thinking, isn’t that the point of journalism? They said it has to be taped. We have to be able to edit it. It has to be on our platform. We have to control the platform. Everything just got shut down. It was one of the biggest interviews you could ever have. I felt ashamed. I never went back to Elon to say they want to do it, but only if they can control it. I couldn’t do that to someone whose DNA is free speech.” Source: Catherine Herridge
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🇺🇸 CATHERINE HERRIDGE: CBS WALKED AWAY FROM ELON BECAUSE THEY COULDN’T CONTROL HIM Catherine revealed CBS passed on what could have been one of the biggest interviews in modern media, not because Elon refused, but because the network did. She said discussions were underway after her work connected to the Twitter Files, and an opportunity emerged to interview Elon live on his own platform. That’s when everything stalled. “I went to the CBS executives and I said, this is the opportunity that we have. He’s saying, I want to do it live and on my platform. He’s one of the most influential human beings on the planet. And the reaction from the executives was, well, we can’t do it live. And I was like, what do you mean we can’t do it live? They said, we don’t know what he’s going to say. And I’m thinking, isn’t that the point of journalism? They said it has to be taped. We have to be able to edit it. It has to be on our platform. We have to control the platform. Everything just got shut down. It was one of the biggest interviews you could ever have. I felt ashamed. I never went back to Elon to say they want to do it, but only if they can control it. I couldn’t do that to someone whose DNA is free speech.” Source: Catherine Herridge

Mario Nawfal

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The CEO of OpenAI was asked for his hottest take. His answer wasn't a prediction about a product. It was that the whole world is sleeping through the most important thing happening to it. A student asked Altman for his spiciest take. He paused. He admitted he could probably find a spicier one with more time. Then he landed somewhere quiet. AI is just going to keep going. That sounds obvious until you hear how he framed it. He said this is not widely believed yet. And if it were actually believed, there would be far more reverberations through society right now than there are. That is the whole point. He is not saying people doubt AI is useful. He is saying people have not internalized what continuing on this curve actually means. They nod along and then go back to their day. Then he gave the timeframe. It has been three and a half years since ChatGPT. He said if you run another three and a half years on the same trajectory, what society is capable of is completely different. Not improved. Different. The scariest takes are usually loud. This one was Altman calmly saying the biggest change in human history is already underway, and almost nobody is acting like it. (Watch the full talk on YouTube at Stanford Online channel)
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The CEO of OpenAI was asked for his hottest take. His answer wasn't a prediction about a product. It was that the whole world is sleeping through the most important thing happening to it. A student asked Altman for his spiciest take. He paused. He admitted he could probably find a spicier one with more time. Then he landed somewhere quiet. AI is just going to keep going. That sounds obvious until you hear how he framed it. He said this is not widely believed yet. And if it were actually believed, there would be far more reverberations through society right now than there are. That is the whole point. He is not saying people doubt AI is useful. He is saying people have not internalized what continuing on this curve actually means. They nod along and then go back to their day. Then he gave the timeframe. It has been three and a half years since ChatGPT. He said if you run another three and a half years on the same trajectory, what society is capable of is completely different. Not improved. Different. The scariest takes are usually loud. This one was Altman calmly saying the biggest change in human history is already underway, and almost nobody is acting like it. (Watch the full talk on YouTube at Stanford Online channel)

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This man hired this company to redo the concrete in his back patio area. They agreed on a price and signed a contract. The company was almost done when the customer claimed that they did it wrong, the company then said they would demolish it if he wouldn’t or couldn’t pay. The customer then threatens to call the police if they remove or damage the work already done even though he hasn’t paid them a dime yet. The company at this point has paid for all materials. Since he won’t pay them, are they free to do what they want including demolishing the work they did?

SonnyBoy🇺🇸

1,698,043 Aufrufe • vor 7 Monaten

Nvidia CEO just exposed why companies lose billions on AI while he profits Jensen Huang sat with Channel News Asia and went straight at it. companies cut tens of thousands of workers and blamed AI he says that is just an excuse here is what he actually said: > CEOs blaming AI for layoffs are just lazy > half are saving billions and hiding behind a buzzword > AI was not even useful 6 months ago > the real story is complex and nobody tells it and here is the wild part Nvidia just crossed $4 trillion in market cap off this same AI boom so the guy earning more on AI than anyone alive is telling every CEO to stop using it as a scapegoat Save this, it is the cleanest counter to AI doom right now
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Nvidia CEO just exposed why companies lose billions on AI while he profits Jensen Huang sat with Channel News Asia and went straight at it. companies cut tens of thousands of workers and blamed AI he says that is just an excuse here is what he actually said: > CEOs blaming AI for layoffs are just lazy > half are saving billions and hiding behind a buzzword > AI was not even useful 6 months ago > the real story is complex and nobody tells it and here is the wild part Nvidia just crossed $4 trillion in market cap off this same AI boom so the guy earning more on AI than anyone alive is telling every CEO to stop using it as a scapegoat Save this, it is the cleanest counter to AI doom right now

winkle.

12,693 Aufrufe • vor 4 Monaten

Khosla Ventures' Keith Rabois explains how a mere blip in the Anthropic or OpenAI IPOs would be catastrophic for the venture-funded AI ecosystem: "The most devastating thing to the frothy hype, traction, and funding of AI from VCs would be if Anthropic or OpenAI has a blip in their IPOs." "Do they have to show metrics over the next month to first few quarters that cause people to value either company less than the current belief that they will trade in the trillions? They could have a miss on revenue traction, a miss on margins, something like that." "That would be catastrophic. It would immediately reset virtually all the valuations in the AI world. And probably deprive half the companies that are raising money from access to capital." "I'm not saying that is going to happen, or is likely. And I think if they miss, it would be more on the margin side than on the revenue side." "But if they do, everybody is predicating their new investments in dollars on the idea that you can build a trillion-dollar company within the lifecycle of a venture fund. There are 2 examples, currently, and there are several companies that people believe have the potential to get there." "If that changes, and you cannot predict that more trillion-dollar companies can be created, then the valuations that people are investing at, and the dollars that are being invested, do not make that much sense."
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Khosla Ventures' Keith Rabois explains how a mere blip in the Anthropic or OpenAI IPOs would be catastrophic for the venture-funded AI ecosystem: "The most devastating thing to the frothy hype, traction, and funding of AI from VCs would be if Anthropic or OpenAI has a blip in their IPOs." "Do they have to show metrics over the next month to first few quarters that cause people to value either company less than the current belief that they will trade in the trillions? They could have a miss on revenue traction, a miss on margins, something like that." "That would be catastrophic. It would immediately reset virtually all the valuations in the AI world. And probably deprive half the companies that are raising money from access to capital." "I'm not saying that is going to happen, or is likely. And I think if they miss, it would be more on the margin side than on the revenue side." "But if they do, everybody is predicating their new investments in dollars on the idea that you can build a trillion-dollar company within the lifecycle of a venture fund. There are 2 examples, currently, and there are several companies that people believe have the potential to get there." "If that changes, and you cannot predict that more trillion-dollar companies can be created, then the valuations that people are investing at, and the dollars that are being invested, do not make that much sense."

TBPN

78,950 Aufrufe • vor 29 Tagen

Jensen Huang just explained why every company cutting engineers over AI is asking the entirely wrong question. Huang: “People say, I don’t need software engineers because apparently coding is going to be automated.” That was the narrative. Here is what Huang actually did. Huang: “I’ve given AIs to every one of my software engineers and hardware engineers and engineers period. 100% of NVIDIA has AI assistants, AI coders, and they’re busier than ever.” Not fewer engineers. Not smaller teams. Busier than ever. That is the line most companies are getting completely wrong right now. They hear “AI can write code” and immediately start cutting headcount. Huang did the opposite. He armed everyone. Huang: “And so the question is, what is the task versus what is the job? No different than a financial analyst; the task is mess around with spreadsheets, but the job is to make financial advice. The job is to help a customer.” Writing code was always the task. It was never the job. The job is architecture. Knowing what to build. Why it matters. How it fits into a system that actually creates value. Code is the execution layer between the idea and the outcome. Nothing more. When you automate that layer, you don’t eliminate the engineer. You eliminate the bottleneck between what they can envision and what they can ship. The companies using AI to cut headcount are optimizing for cost. The companies using AI to multiply output are optimizing for territory. Nvidia chose territory. Every engineer at the most valuable semiconductor company on Earth now operates with an AI assistant. Not a pilot program. Not an experiment. Company-wide. Every function. Every team. And the result is not less work. It is more work. Faster. At a scale that was physically impossible twelve months ago. The companies that understand the difference between eliminating engineers and unleashing them will build what comes next. The ones that don’t will watch their best talent walk out the door to the ones that did.
0:35

Jensen Huang just explained why every company cutting engineers over AI is asking the entirely wrong question. Huang: “People say, I don’t need software engineers because apparently coding is going to be automated.” That was the narrative. Here is what Huang actually did. Huang: “I’ve given AIs to every one of my software engineers and hardware engineers and engineers period. 100% of NVIDIA has AI assistants, AI coders, and they’re busier than ever.” Not fewer engineers. Not smaller teams. Busier than ever. That is the line most companies are getting completely wrong right now. They hear “AI can write code” and immediately start cutting headcount. Huang did the opposite. He armed everyone. Huang: “And so the question is, what is the task versus what is the job? No different than a financial analyst; the task is mess around with spreadsheets, but the job is to make financial advice. The job is to help a customer.” Writing code was always the task. It was never the job. The job is architecture. Knowing what to build. Why it matters. How it fits into a system that actually creates value. Code is the execution layer between the idea and the outcome. Nothing more. When you automate that layer, you don’t eliminate the engineer. You eliminate the bottleneck between what they can envision and what they can ship. The companies using AI to cut headcount are optimizing for cost. The companies using AI to multiply output are optimizing for territory. Nvidia chose territory. Every engineer at the most valuable semiconductor company on Earth now operates with an AI assistant. Not a pilot program. Not an experiment. Company-wide. Every function. Every team. And the result is not less work. It is more work. Faster. At a scale that was physically impossible twelve months ago. The companies that understand the difference between eliminating engineers and unleashing them will build what comes next. The ones that don’t will watch their best talent walk out the door to the ones that did.

Dustin

82,844 Aufrufe • vor 6 Monaten

Brad Gerstner said the quiet part out loud when it comes to ROI on AI spending and what bears are missing about adoption As of today, the big impact and ROI from AI has been on the cost side of the equation, which has come primarily through headcount reductions and efficiencies Brad believes that we are on the cusp of breakthroughs that will change the revenue side of the equation as well Once that takes place, AI platforms such as Anthropic become mission critical for its customers, where you cannot rip it out of your enterprise even if you wanted to Jensen Huang has famously said that all new chip production design at NVIDIA is now happening with the help of AI. In some sense, we already have the futuristic recursive loop of "the machine building the machine." Brad goes on to predict that if Anthropic can end 2026 at a $100B run-rate, there is very real possibility that they will 3-5x again to $300-500 billion in revenue We have never seen anything like this in history
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Brad Gerstner said the quiet part out loud when it comes to ROI on AI spending and what bears are missing about adoption As of today, the big impact and ROI from AI has been on the cost side of the equation, which has come primarily through headcount reductions and efficiencies Brad believes that we are on the cusp of breakthroughs that will change the revenue side of the equation as well Once that takes place, AI platforms such as Anthropic become mission critical for its customers, where you cannot rip it out of your enterprise even if you wanted to Jensen Huang has famously said that all new chip production design at NVIDIA is now happening with the help of AI. In some sense, we already have the futuristic recursive loop of "the machine building the machine." Brad goes on to predict that if Anthropic can end 2026 at a $100B run-rate, there is very real possibility that they will 3-5x again to $300-500 billion in revenue We have never seen anything like this in history

Boring_Business

37,319 Aufrufe • vor 2 Monaten

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath
1:53

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Nic Cruz Patane

702,003 Aufrufe • vor 10 Monaten

Gavin Baker: "I owned 15% of Nvidia and 10% of Tesla when they were sub-$2 billion, but SpaceX - there's a chance it's the most important company of all time" this is him explaining what Elon sees that Wall Street doesn't - and why SpaceX could become "the British East India Company" his words: "you look at Elon and Anthropic relationship four months ago - and then as the opportunity unfolded, it made sense for them to partner. everyone has a price" "a company like this comes once in your career - thank God I took it, because plenty of people didn't" "over 10,000 SpaceX employees bought on the IPO - if you wanted to sell, you could have sold every six months for the last 10 years - the supply-demand dynamics are going to be very interesting" bookmark & watch today ↓
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Gavin Baker: "I owned 15% of Nvidia and 10% of Tesla when they were sub-$2 billion, but SpaceX - there's a chance it's the most important company of all time" this is him explaining what Elon sees that Wall Street doesn't - and why SpaceX could become "the British East India Company" his words: "you look at Elon and Anthropic relationship four months ago - and then as the opportunity unfolded, it made sense for them to partner. everyone has a price" "a company like this comes once in your career - thank God I took it, because plenty of people didn't" "over 10,000 SpaceX employees bought on the IPO - if you wanted to sell, you could have sold every six months for the last 10 years - the supply-demand dynamics are going to be very interesting" bookmark & watch today ↓

bodila

295,612 Aufrufe • vor 2 Monaten

Jensen Huang: Elon is superhuman. What he and the xAI team achieved is unbelievable. NVIDIA's CEO reflects on Elon Musk and the xAI team building Colossus, the world's fastest supercomputer, in just 19 days. He says any other company would take a full year. “Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman. And, as far as I know, there's only one person in the world who could do that. Elon is singular in this understanding of engineering and construction and large systems, marshaling resources. It's unbelievable. And then, of course, his engineering team is extraordinary. The software team is great, the networking team is great, the infrastructure team is great. Elon understands this deeply. And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the amount of technology and equipment that came in on that day, to training, 19 days. Incredible. So, I think what Elon and the X team did is singular. Never been done before. Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster. A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working. We're talking about 19 days.” Jensen Huang, CEO of NVIDIA, Bg2 Pod, October 13, 2024
1:30

Jensen Huang: Elon is superhuman. What he and the xAI team achieved is unbelievable. NVIDIA's CEO reflects on Elon Musk and the xAI team building Colossus, the world's fastest supercomputer, in just 19 days. He says any other company would take a full year. “Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman. And, as far as I know, there's only one person in the world who could do that. Elon is singular in this understanding of engineering and construction and large systems, marshaling resources. It's unbelievable. And then, of course, his engineering team is extraordinary. The software team is great, the networking team is great, the infrastructure team is great. Elon understands this deeply. And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the amount of technology and equipment that came in on that day, to training, 19 days. Incredible. So, I think what Elon and the X team did is singular. Never been done before. Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster. A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working. We're talking about 19 days.” Jensen Huang, CEO of NVIDIA, Bg2 Pod, October 13, 2024

ELON CLIPS

244,469 Aufrufe • vor 1 Jahr

Gavin Baker: "I think Anthropic is worth $3 trillion today - that's roughly where it would trade as a public company - but they're mistaken that open source is bad for AI - it just kills the labs' margin and hands it to the infrastructure" this is him explaining what he actually invests in - and why his last call on this show is up 14x His words: "OpenAI launched their own chip and basically said 'f you' to Jensen - don't be surprised if Nvidia starts an OpenAI competitor - you heard it here first" "Nvidia is the American open source champion - they can release GLM 5.2 or better whenever they want" "DRAM is probably going to be 30 to 40% of all hyperscaler capex next year. hundreds of billions of dollars going straight to DRAM - it's wild" "there's a whole segment on X focused on bottlenecks - I call them the bottleneck bros. they do some work with Claude, find some esoteric Japanese company" bookmark & watch today ↓
22:35

Gavin Baker: "I think Anthropic is worth $3 trillion today - that's roughly where it would trade as a public company - but they're mistaken that open source is bad for AI - it just kills the labs' margin and hands it to the infrastructure" this is him explaining what he actually invests in - and why his last call on this show is up 14x His words: "OpenAI launched their own chip and basically said 'f you' to Jensen - don't be surprised if Nvidia starts an OpenAI competitor - you heard it here first" "Nvidia is the American open source champion - they can release GLM 5.2 or better whenever they want" "DRAM is probably going to be 30 to 40% of all hyperscaler capex next year. hundreds of billions of dollars going straight to DRAM - it's wild" "there's a whole segment on X focused on bottlenecks - I call them the bottleneck bros. they do some work with Claude, find some esoteric Japanese company" bookmark & watch today ↓

bodila

105,712 Aufrufe • vor 2 Monaten

“If you talk about risk, let me tell you about why there’s really no risk at all.” Peter Thiel explains how Elon Musk convinced him to bet Founders Fund on SpaceX: “The internal version in Silicon Valley of both Tesla and SpaceX were that they could never succeed.” “I had a conversation with Elon about this in the summer of 2008.” “I asked him when the last successful new car company had been created in the US?” “The answer was Jeep in 1941.” “You could say, ‘There’s been no new car company in 67 years, therefore it must be very hard and you should not do it.’” “The alternate version that Elon gave was, ‘It’s been 67 years. So it’s about time for a new car company.’” “One of the tremendous advantages that Tesla and SpaceX had was that they were competing with really sclerotic businesses.” “It turned out that the fact that nobody thought it was doable, and nobody had done it in a long time, paradoxically created a big opening.”
2:13

“If you talk about risk, let me tell you about why there’s really no risk at all.” Peter Thiel explains how Elon Musk convinced him to bet Founders Fund on SpaceX: “The internal version in Silicon Valley of both Tesla and SpaceX were that they could never succeed.” “I had a conversation with Elon about this in the summer of 2008.” “I asked him when the last successful new car company had been created in the US?” “The answer was Jeep in 1941.” “You could say, ‘There’s been no new car company in 67 years, therefore it must be very hard and you should not do it.’” “The alternate version that Elon gave was, ‘It’s been 67 years. So it’s about time for a new car company.’” “One of the tremendous advantages that Tesla and SpaceX had was that they were competing with really sclerotic businesses.” “It turned out that the fact that nobody thought it was doable, and nobody had done it in a long time, paradoxically created a big opening.”

Jawwwn

129,091 Aufrufe • vor 3 Monaten

🚨 ELON MUSK TRIED TO WARN EVERYONE ABOUT AI — NOW THE OLD JOE ROGAN CLIP IS TERRIFYING Elon Musk sat down with Joe Rogan in 2018 and said the thing legacy media is only now willing to repeat. You don’t get to flip a switch on a machine that can think for itself, decide it wants to survive, and decide whether you’re a threat. He said he had already been screaming the warning. Obama. Congress. All 50 governors. One subject: AI danger. He said they listened. Then they moved on. Nobody acted like they understood where it was going. Eight years later the same networks that treated him like a doomer are suddenly talking about AI like it’s a loaded weapon. The people who were supposed to stop it were told first… and they shrugged. If they were warned about AI this early… why did everyone keep racing to build it anyway?
1:11

🚨 ELON MUSK TRIED TO WARN EVERYONE ABOUT AI — NOW THE OLD JOE ROGAN CLIP IS TERRIFYING Elon Musk sat down with Joe Rogan in 2018 and said the thing legacy media is only now willing to repeat. You don’t get to flip a switch on a machine that can think for itself, decide it wants to survive, and decide whether you’re a threat. He said he had already been screaming the warning. Obama. Congress. All 50 governors. One subject: AI danger. He said they listened. Then they moved on. Nobody acted like they understood where it was going. Eight years later the same networks that treated him like a doomer are suddenly talking about AI like it’s a loaded weapon. The people who were supposed to stop it were told first… and they shrugged. If they were warned about AI this early… why did everyone keep racing to build it anyway?

HustleBitch

15,060 Aufrufe • vor 23 Tagen

Ben on why AI broke the old laws of company building: "If you'd ever built a software company, you knew you could not just throw money at the problem. If somebody built a great product and it took them three years and did it with a small team, Google's not going to hire 2,000 engineers and catch them. That was a law of physics. Now, if you have the data and enough GPUs, you can solve damn near anything. We've seen that with Elon catching the big models in no time. He just took a lot of money, a really good data center design and some smart engineers. And he got in the game very fast. That would have never happened in the past. The markets also much, much bigger than anything we've ever seen. It would cause you to think about valuations and long-term value. On the one hand, when you calculate the long-term value, what if this market wasn't $50 billion, what if it was $5 trillion? On the other hand, what if somebody could catch you? These are concepts we've not dealt with."
1:23

Ben on why AI broke the old laws of company building: "If you'd ever built a software company, you knew you could not just throw money at the problem. If somebody built a great product and it took them three years and did it with a small team, Google's not going to hire 2,000 engineers and catch them. That was a law of physics. Now, if you have the data and enough GPUs, you can solve damn near anything. We've seen that with Elon catching the big models in no time. He just took a lot of money, a really good data center design and some smart engineers. And he got in the game very fast. That would have never happened in the past. The markets also much, much bigger than anything we've ever seen. It would cause you to think about valuations and long-term value. On the one hand, when you calculate the long-term value, what if this market wasn't $50 billion, what if it was $5 trillion? On the other hand, what if somebody could catch you? These are concepts we've not dealt with."

Patrick OShaughnessy

67,368 Aufrufe • vor 8 Monaten