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I had a long, substantive conversation with Sam Altman about OpenAI's strategic positioning, its plan to build memory into ChatGPT, its enterprise play, compute, AI devices, and whether AGI is still a useful term. Full episode below: 0:00 Code red, strategic moats 6:55 Personalization’s potential 9:15 AI-first products vs....

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Alex Kantrowitz

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195,737 görüntüleme • 9 ay önce •via X (Twitter)

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BG2. All things AI w Sam Altman & Satya Nadella. A Halloween Special. 🎃🔥Bg2 Pod Brad Gerstner -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and Distribution (08:58) Revenue Sharing and AGI Milestones (11:38) OpenAI’s Growth and Compute Commitments (15:21) Compute Constraints and Scaling (21:27) The Future of AI Devices and Consumer Use (24:31) Regulation and the Patchwork Problem (28:01) Looking Ahead to 2026 and Beyond (37:10) Microsoft’s Strategic Value from OpenAI (57:15) The Economics of AI and SaaS (1:04:28) Productivity, Jobs, and the Age of AI (1:10:43) Reindustrialization of America
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BG2. All things AI w Sam Altman & Satya Nadella. A Halloween Special. 🎃🔥Bg2 Pod Brad Gerstner -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and Distribution (08:58) Revenue Sharing and AGI Milestones (11:38) OpenAI’s Growth and Compute Commitments (15:21) Compute Constraints and Scaling (21:27) The Future of AI Devices and Consumer Use (24:31) Regulation and the Patchwork Problem (28:01) Looking Ahead to 2026 and Beyond (37:10) Microsoft’s Strategic Value from OpenAI (57:15) The Economics of AI and SaaS (1:04:28) Productivity, Jobs, and the Age of AI (1:10:43) Reindustrialization of America

Bg2 Pod

560,669 görüntüleme • 10 ay önce

My conversation with Sam Altman (Sam Altman), CEO of OpenAI. We discuss: - Kimi, distillation, and open source - OpenAI's compute bets - The Hugging Face incident - What happens after AGI - Raising kids in an age of abundant intelligence - And much more Enjoy! TIMESTAMPS 0:00 Intro 4:10 The Race for Compute 14:24 A Sci-Fi Cyber Incident 16:14 The Promise and Risks of AGI 23:27 How AI Will Change Jobs 29:38 Sam’s Vision for a Personal AI 35:02 Robotics, ChatGPT, and What Comes Next 44:39 The Weight of Leading OpenAI 51:36 OpenAI’s Biggest Lessons
55:47

My conversation with Sam Altman (Sam Altman), CEO of OpenAI. We discuss: - Kimi, distillation, and open source - OpenAI's compute bets - The Hugging Face incident - What happens after AGI - Raising kids in an age of abundant intelligence - And much more Enjoy! TIMESTAMPS 0:00 Intro 4:10 The Race for Compute 14:24 A Sci-Fi Cyber Incident 16:14 The Promise and Risks of AGI 23:27 How AI Will Change Jobs 29:38 Sam’s Vision for a Personal AI 35:02 Robotics, ChatGPT, and What Comes Next 44:39 The Weight of Leading OpenAI 51:36 OpenAI’s Biggest Lessons

Patrick OShaughnessy

2,012,981 görüntüleme • 1 ay önce

Sam Altman on OpenAI’s next model and the AI backlash I recently sat down with Sam for a two-part conversation. We covered a lot of ground: the need to slow down frontier research, alignment concerns, OpenAI's next big model, Astra, competition with Anthropic, his thoughts on an IPO, reaching AGI, consumer hardware, and a lot more. Timestamps: 00:00 Why OpenAI Slowed Training 08:37 What Alignment Means 15:22 Keeping Humans in Control 24:39 AGI vs. Superintelligence 30:04 OpenAI’s Next Compute Bet 31:47 AI Backlash, Jobs, and Creators 41:31 OpenAI’s Missteps and Refocus 45:47 Astra and Computer-Using Agents 47:42 Regulation and the AI Race 51:24 Merging ChatGPT and Codex 54:22 The AI Compute Bubble 57:07 Recursive Self-Improvement and IPO 58:22 Humanoid Robots and Consumer Devices 1:05:47 Life After Superintelligence This episode was produced in partnership with TIME. Thanks to the show's premier sponsors: Atlassian, Granola, and Mercury.
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Sam Altman on OpenAI’s next model and the AI backlash I recently sat down with Sam for a two-part conversation. We covered a lot of ground: the need to slow down frontier research, alignment concerns, OpenAI's next big model, Astra, competition with Anthropic, his thoughts on an IPO, reaching AGI, consumer hardware, and a lot more. Timestamps: 00:00 Why OpenAI Slowed Training 08:37 What Alignment Means 15:22 Keeping Humans in Control 24:39 AGI vs. Superintelligence 30:04 OpenAI’s Next Compute Bet 31:47 AI Backlash, Jobs, and Creators 41:31 OpenAI’s Missteps and Refocus 45:47 Astra and Computer-Using Agents 47:42 Regulation and the AI Race 51:24 Merging ChatGPT and Codex 54:22 The AI Compute Bubble 57:07 Recursive Self-Improvement and IPO 58:22 Humanoid Robots and Consumer Devices 1:05:47 Life After Superintelligence This episode was produced in partnership with TIME. Thanks to the show's premier sponsors: Atlassian, Granola, and Mercury.

Alex Heath

546,982 görüntüleme • 23 gün önce

I spoke at length with OpenAI President Greg Brockman about the company's double-down bet on text models, AI takeoff, Codex, infrastructure scaling, and plenty more. Full episode below: 0:00 Introduction 4:06 Why OpenAI Pulled Back From Sora 11:24 The OpenAI Super App Plan 22:59 OpenAI's Forthcoming “Spud” Model 28:13 OpenAI’s Automated AI Researcher Plan 31:12 AI Risk, Safety, and Takeoff 55:15 The Logic Behind OpenAI’s Compute Spending 1:03:24 Why So Many People Still Distrust AI
1:13:23

I spoke at length with OpenAI President Greg Brockman about the company's double-down bet on text models, AI takeoff, Codex, infrastructure scaling, and plenty more. Full episode below: 0:00 Introduction 4:06 Why OpenAI Pulled Back From Sora 11:24 The OpenAI Super App Plan 22:59 OpenAI's Forthcoming “Spud” Model 28:13 OpenAI’s Automated AI Researcher Plan 31:12 AI Risk, Safety, and Takeoff 55:15 The Logic Behind OpenAI’s Compute Spending 1:03:24 Why So Many People Still Distrust AI

Alex Kantrowitz

45,649 görüntüleme • 5 ay önce

ALL-IN LIQUIDITY IS LIVE! First up: OpenAI CFO Sarah Friar! -- IPO timeline -- AI rivalries and the arms race -- OpenAI's economics at scale -- Navigating the compute crunch -- New device teaser! -- Ads strategy (0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE 🏛 - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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ALL-IN LIQUIDITY IS LIVE! First up: OpenAI CFO Sarah Friar! -- IPO timeline -- AI rivalries and the arms race -- OpenAI's economics at scale -- Navigating the compute crunch -- New device teaser! -- Ads strategy (0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE 🏛 - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

83,696 görüntüleme • 3 ay önce

Andrew Charlton (Andrew Charlton) is the key federal politician shaping Australia's AI strategy. In episode #1 of my 'Compute in Australia' series, he shares his thinking on how Australia can turn compute into sovereign AI -- "the oldest industrial policy trick in the book" -- and much more. Listen below, or wherever you get your podcasts. (0:01:17) How a minister uses AI, and thinks about its trajectory (0:10:28) Is diffusion a sufficient strategy for middle powers? (0:22:33) Comparative advantage versus sovereignty (0:26:41) Where in Australia's national accounts will compute show up? (0:32:06) Australia as a global inference compute hub (0:39:28) How big will compute rents be? (0:47:01) Time to power (0:55:07) Taxing compute? (0:58:03) Data centres and the social licence (1:10:58) The geostrategic case for compute (1:20:50) Compute for access (1:26:15) Parlaying compute into sovereign AI (1:36:03) What does sovereign AI actually mean? (1:58:52) Orbital compute
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Andrew Charlton (Andrew Charlton) is the key federal politician shaping Australia's AI strategy. In episode #1 of my 'Compute in Australia' series, he shares his thinking on how Australia can turn compute into sovereign AI -- "the oldest industrial policy trick in the book" -- and much more. Listen below, or wherever you get your podcasts. (0:01:17) How a minister uses AI, and thinks about its trajectory (0:10:28) Is diffusion a sufficient strategy for middle powers? (0:22:33) Comparative advantage versus sovereignty (0:26:41) Where in Australia's national accounts will compute show up? (0:32:06) Australia as a global inference compute hub (0:39:28) How big will compute rents be? (0:47:01) Time to power (0:55:07) Taxing compute? (0:58:03) Data centres and the social licence (1:10:58) The geostrategic case for compute (1:20:50) Compute for access (1:26:15) Parlaying compute into sovereign AI (1:36:03) What does sovereign AI actually mean? (1:58:52) Orbital compute

Joseph Noel Walker

32,761 görüntüleme • 1 ay önce

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:
1:11:41

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 görüntüleme • 5 ay önce

My conversation with Dylan Patel on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of genius. I wish a version of him existed for every subject. I hope you enjoy this as much as I did. Timestamps: 0:00 Introduction 0:39 The Infinite Money Glitch 4:42 Oracle's Bet on OpenAI 6:06 Nvidia's Strategic Investment and Deal Mechanics 9:17 Why Bigger Models Aren't Always Better 15:07 The Adoption Curve Problem 19:01 The Tokenomics of AI 23:59 Over-Parameterization and Model Learning 28:10 Building Environments for AI Training 32:16 AI in Everyday Life 34:46 The Future of Reasoning and Compute Scaling 44:34 The Spectrum of AI Optimism 46:29 Timeline to AGI 49:25 Talent Wars 58:37 Power Dynamics in the AI Ecosystem 1:18:42 AI for Material Science and Hard Tech 1:22:21 Building Infrastructure 1:29:55 US vs China: Who Really Needs AI to Win? 1:37:42 Favorite AI Bears 1:48:08 Speed Round: Company Impressions 1:55:11 The Death of Traditional SaaS Business Models 2:00:24 The Kindest Thing
2:02:21

My conversation with Dylan Patel on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of genius. I wish a version of him existed for every subject. I hope you enjoy this as much as I did. Timestamps: 0:00 Introduction 0:39 The Infinite Money Glitch 4:42 Oracle's Bet on OpenAI 6:06 Nvidia's Strategic Investment and Deal Mechanics 9:17 Why Bigger Models Aren't Always Better 15:07 The Adoption Curve Problem 19:01 The Tokenomics of AI 23:59 Over-Parameterization and Model Learning 28:10 Building Environments for AI Training 32:16 AI in Everyday Life 34:46 The Future of Reasoning and Compute Scaling 44:34 The Spectrum of AI Optimism 46:29 Timeline to AGI 49:25 Talent Wars 58:37 Power Dynamics in the AI Ecosystem 1:18:42 AI for Material Science and Hard Tech 1:22:21 Building Infrastructure 1:29:55 US vs China: Who Really Needs AI to Win? 1:37:42 Favorite AI Bears 1:48:08 Speed Round: Company Impressions 1:55:11 The Death of Traditional SaaS Business Models 2:00:24 The Kindest Thing

Patrick OShaughnessy

548,858 görüntüleme • 11 ay önce

What’s next for AGI and its impact on Web3? 🤖 In this GM Podcast Episode, Gabriel Shpitalnik sat down with Casiraghi Mario A., CFO at SingularityNET and Executive at Artificial Superintelligence Alliance, to dive into AGI, blockchain, and how AI is shaping the future. 0:27 – Meet Mario 4:24 – Mario’s Role at SingularityNet 10:10 – LLM on the Blockchain 15:05 – How AGI Will Transform the Future 22:25 – The Intersection of AI and Web3 24:18 – How to Interact with the LLM 24:53 – Are AI Agents Overhyped? Watch the full episode below!
27:23

What’s next for AGI and its impact on Web3? 🤖 In this GM Podcast Episode, Gabriel Shpitalnik sat down with Casiraghi Mario A., CFO at SingularityNET and Executive at Artificial Superintelligence Alliance, to dive into AGI, blockchain, and how AI is shaping the future. 0:27 – Meet Mario 4:24 – Mario’s Role at SingularityNet 10:10 – LLM on the Blockchain 15:05 – How AGI Will Transform the Future 22:25 – The Intersection of AI and Web3 24:18 – How to Interact with the LLM 24:53 – Are AI Agents Overhyped? Watch the full episode below!

Genzio Media

15,113 görüntüleme • 1 yıl önce

I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end
55:11

I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end

Anthony Pompliano 🌪

64,370 görüntüleme • 2 ay önce

Here's my conversation with Demis Hassabis, CEO of Google DeepMind, all about the future of AI & AGI, simulating biology & physics, video games, programming, video generation, world models, Gemini 3, scaling laws, compute, P vs NP, complexity, energy (solar & fusion), and much more. This was a fun & fascinating super-technical conversation. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:21 - Introduction 2:06 - Learnable patterns in nature 5:48 - Computation and P vs NP 14:26 - Veo 3 and understanding reality 18:50 - Video games 30:52 - AlphaEvolve 36:53 - AI research 41:17 - Simulating a biological organism 46:00 - Origin of life 52:15 - Path to AGI 1:03:01 - Scaling laws 1:06:17 - Compute 1:09:04 - Future of energy 1:13:00 - Human nature 1:17:54 - Google and the race to AGI 1:35:53 - Competition and AI talent 1:42:27 - Future of programming 1:48:53 - John von Neumann 1:58:07 - p(doom) 2:02:50 - Humanity 2:05:56 - Consciousness and quantum computation 2:12:06 - David Foster Wallace 2:19:20 - Education and research
2:28:14

Here's my conversation with Demis Hassabis, CEO of Google DeepMind, all about the future of AI & AGI, simulating biology & physics, video games, programming, video generation, world models, Gemini 3, scaling laws, compute, P vs NP, complexity, energy (solar & fusion), and much more. This was a fun & fascinating super-technical conversation. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:21 - Introduction 2:06 - Learnable patterns in nature 5:48 - Computation and P vs NP 14:26 - Veo 3 and understanding reality 18:50 - Video games 30:52 - AlphaEvolve 36:53 - AI research 41:17 - Simulating a biological organism 46:00 - Origin of life 52:15 - Path to AGI 1:03:01 - Scaling laws 1:06:17 - Compute 1:09:04 - Future of energy 1:13:00 - Human nature 1:17:54 - Google and the race to AGI 1:35:53 - Competition and AI talent 1:42:27 - Future of programming 1:48:53 - John von Neumann 1:58:07 - p(doom) 2:02:50 - Humanity 2:05:56 - Consciousness and quantum computation 2:12:06 - David Foster Wallace 2:19:20 - Education and research

Lex Fridman

1,457,214 görüntüleme • 1 yıl önce

Google DeepMind CEO Demis Hassabis says we’re in the ‘foothills of the singularity’ I sat down with him to talk about what that means, curing every disease, and human meaning post-AGI: 0:00 Intro 0:45 What Demis is most excited about at I/O 1:46 Have AGI timelines shifted? 3:30 What's still missing before AGI 6:50 AI curing every disease 9:19 What diseases get cured first? 10:50 What Demis works on after AGI 11:48 Human meaning after AGI 13:50 The human skills that get more valuable 15:19 What's underhyped in AI right now
16:40

Google DeepMind CEO Demis Hassabis says we’re in the ‘foothills of the singularity’ I sat down with him to talk about what that means, curing every disease, and human meaning post-AGI: 0:00 Intro 0:45 What Demis is most excited about at I/O 1:46 Have AGI timelines shifted? 3:30 What's still missing before AGI 6:50 AI curing every disease 9:19 What diseases get cured first? 10:50 What Demis works on after AGI 11:48 Human meaning after AGI 13:50 The human skills that get more valuable 15:19 What's underhyped in AI right now

Rowan Cheung

120,200 görüntüleme • 4 ay önce

The geostrategic case for compute in Australia: Janet Egan (Janet Egan) has been doing a bunch of quiet work trying to nudge Australian policymakers to think more seriously about AI. She works at the Center for a New American Security in Washington, but was back home in Australia over the past month. Was lucky to catch her on the day before she returned to the US. We pressure-test various strategic arguments for a large-scale compute industry and talk about the steps we would need to take to enable it. Watch below, or wherever you get your podcasts! Timestamps: (0:00:00) – Introduction (0:00:33) – Lessons from the AdBlue crisis (0:09:02) – How seriously do Australian policymakers take AI? (0:12:48) – How much does frontier access matter? (0:28:55) – Compute-for-access (0:43:08) – What does sufficient leverage look like? (0:53:00) – What does AI sovereignty actually mean? (1:03:15) – Taiwan, undersea cables and data centres as military targets (1:10:30) – Could compute buy Australia influence over AI safety? (1:15:19) – Verifying international AI agreements (1:24:00) – Copyright: the red line? (1:37:49) – The maximally ambitious path
1:43:38

The geostrategic case for compute in Australia: Janet Egan (Janet Egan) has been doing a bunch of quiet work trying to nudge Australian policymakers to think more seriously about AI. She works at the Center for a New American Security in Washington, but was back home in Australia over the past month. Was lucky to catch her on the day before she returned to the US. We pressure-test various strategic arguments for a large-scale compute industry and talk about the steps we would need to take to enable it. Watch below, or wherever you get your podcasts! Timestamps: (0:00:00) – Introduction (0:00:33) – Lessons from the AdBlue crisis (0:09:02) – How seriously do Australian policymakers take AI? (0:12:48) – How much does frontier access matter? (0:28:55) – Compute-for-access (0:43:08) – What does sufficient leverage look like? (0:53:00) – What does AI sovereignty actually mean? (1:03:15) – Taiwan, undersea cables and data centres as military targets (1:10:30) – Could compute buy Australia influence over AI safety? (1:15:19) – Verifying international AI agreements (1:24:00) – Copyright: the red line? (1:37:49) – The maximally ambitious path

Joseph Noel Walker

33,034 görüntüleme • 28 gün önce

Here's my conversation with Sam Altman (Sam Altman), his 2nd time on the podcast. We talk about the board saga, Elon lawsuit, Ilya, Sora, GPT-5, $7 trillion in compute, open source, and AGI. This was a truly fascinating conversation. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 1:05 - OpenAI board saga 18:31 - Ilya Sutskever 24:40 - Elon Musk lawsuit 34:32 - Sora 44:23 - GPT-4 55:32 - Memory & privacy 1:02:36 - Q* 1:06:12 - GPT-5 1:09:27 - $7 trillion of compute 1:17:35 - Google and Gemini 1:28:40 - Leap to GPT-5 1:32:24 - AGI 1:50:57 - Aliens
1:55:01

Here's my conversation with Sam Altman (Sam Altman), his 2nd time on the podcast. We talk about the board saga, Elon lawsuit, Ilya, Sora, GPT-5, $7 trillion in compute, open source, and AGI. This was a truly fascinating conversation. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 1:05 - OpenAI board saga 18:31 - Ilya Sutskever 24:40 - Elon Musk lawsuit 34:32 - Sora 44:23 - GPT-4 55:32 - Memory & privacy 1:02:36 - Q* 1:06:12 - GPT-5 1:09:27 - $7 trillion of compute 1:17:35 - Google and Gemini 1:28:40 - Leap to GPT-5 1:32:24 - AGI 1:50:57 - Aliens

Lex Fridman

1,559,707 görüntüleme • 2 yıl önce

Every AI lab is starving for compute. Except Google. I spoke with Thomas Kurian, Google Cloud's CEO, to understand why Google doesn't just hoard compute before AGI, their relationship with Anthropic, and that viral tweet about Google's engineering culture. Watch now: 0:00 – Intro 0:42 – Google's Insane Compute Capacity 03:17 – TPU Monetization 05:24 – Why Google Doesn't Hoard Compute? 08:02 – Datacenter Buildout 15:01 - Does AGI Mean Job Displacement? 17:55 - NVIDIA vs TPU (Total Cost of Ownership) 23:25 - 8th Gen TPU 24:32 - Training vs. Inference 30:53 - Google's "Extreme Co-design" 35:01 - Working with Anthropic 37:46 - Serving Mythos-sized Models (10T) 41:42 - Google engineering culture (Steve Yagge tweet) 48:27 - Cybersecurity 51:50 - What keeps Thomas up at night?
53:30

Every AI lab is starving for compute. Except Google. I spoke with Thomas Kurian, Google Cloud's CEO, to understand why Google doesn't just hoard compute before AGI, their relationship with Anthropic, and that viral tweet about Google's engineering culture. Watch now: 0:00 – Intro 0:42 – Google's Insane Compute Capacity 03:17 – TPU Monetization 05:24 – Why Google Doesn't Hoard Compute? 08:02 – Datacenter Buildout 15:01 - Does AGI Mean Job Displacement? 17:55 - NVIDIA vs TPU (Total Cost of Ownership) 23:25 - 8th Gen TPU 24:32 - Training vs. Inference 30:53 - Google's "Extreme Co-design" 35:01 - Working with Anthropic 37:46 - Serving Mythos-sized Models (10T) 41:42 - Google engineering culture (Steve Yagge tweet) 48:27 - Cybersecurity 51:50 - What keeps Thomas up at night?

Matthew Berman

514,137 görüntüleme • 5 ay önce

State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job 00:00 Intro 01:18 Silicon Valley engineering vs. everyone else 05:35 Are enterprise CIOs actually bullish on AI? 08:51 Tokenmaxxing & why your AI bill is about to explode 11:34 The myth of falling token costs and AI spend escaping IT budgets 17:37 The $5B startup hiding in AI compute 18:14 The mosaic of models inside every enterprise 21:28 Why coding works and the rest of knowledge work doesn't 25:53 The Bob and Sally problem: access control breaks agents 30:31 Will enterprise AI really take 10 years to roll out 32:24 The capability overhang: why faster models slow diffusion 34:23 Data is the bottleneck (it always was) 39:02 The rise of internal forward-deployed engineers 41:23 Why the AI doomers are wrong about jobs 43:43 Headless software is inevitable 46:14 What replaces per-seat pricing 47:37 How Box itself is going headless 49:42 How the org chart actually evolves 1:00:33 Future-proofing yourself as an enterprise employee 1:06:40 Are we all just going to work for OpenAI and Anthropic? 1:07:11 Where startups can still win as the labs move up
1:12:54

State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job 00:00 Intro 01:18 Silicon Valley engineering vs. everyone else 05:35 Are enterprise CIOs actually bullish on AI? 08:51 Tokenmaxxing & why your AI bill is about to explode 11:34 The myth of falling token costs and AI spend escaping IT budgets 17:37 The $5B startup hiding in AI compute 18:14 The mosaic of models inside every enterprise 21:28 Why coding works and the rest of knowledge work doesn't 25:53 The Bob and Sally problem: access control breaks agents 30:31 Will enterprise AI really take 10 years to roll out 32:24 The capability overhang: why faster models slow diffusion 34:23 Data is the bottleneck (it always was) 39:02 The rise of internal forward-deployed engineers 41:23 Why the AI doomers are wrong about jobs 43:43 Headless software is inevitable 46:14 What replaces per-seat pricing 47:37 How Box itself is going headless 49:42 How the org chart actually evolves 1:00:33 Future-proofing yourself as an enterprise employee 1:06:40 Are we all just going to work for OpenAI and Anthropic? 1:07:11 Where startups can still win as the labs move up

Matt Turck

49,691 görüntüleme • 3 ay önce

I spoke with Dr. Roman Yampolskiy, the top AI safety expert in the world. He literally coined the term “AI safety” about 15 years ago. Roman explained if AGI is here, what the real threat of AI is to humanity, how many jobs could be lost, why he is bullish on bitcoin, how physical AI & robotics will likely play out, and whether the frontier model labs actually care about AI safety. This was a profound conversation with someone everyone should get to know. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:50 - Have we already hit AGI? 2:51 - Why we can't control superintelligence 5:14 - Could a global ban on superintelligence actually work? 8:45 - Are AI labs really taking safety seriously? 15:52 - Mass job loss & the economics of AGI 22:03 - The surprising link between AI & bitcoin 29:07 - A world of AI abundance, & why scarcity wins 31:45 - AI watermarks, & the death of trust 35:33 - Pros & Cons of physical AI world 38:40 - What would it take to trust humanoid robot? 39:50 - Brain computer interfaces: a good idea? 42:25 - Rise & risks of deapfakes 49:40 - Controlling AI: Governments vs private companies 54:07 - Open source vs closed, & the US vs China AI race 57:34- Is bitcoin the one crypto project built to last? 1:01:40 - Limitations of physical AI: bottlenecks & shortages 1:03:50 - Impact of healthcare with AI 1:06:09 - What would it take to actually declare AGI? 1:09:35 - How the public can help with AI safety
1:10:37

I spoke with Dr. Roman Yampolskiy, the top AI safety expert in the world. He literally coined the term “AI safety” about 15 years ago. Roman explained if AGI is here, what the real threat of AI is to humanity, how many jobs could be lost, why he is bullish on bitcoin, how physical AI & robotics will likely play out, and whether the frontier model labs actually care about AI safety. This was a profound conversation with someone everyone should get to know. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:50 - Have we already hit AGI? 2:51 - Why we can't control superintelligence 5:14 - Could a global ban on superintelligence actually work? 8:45 - Are AI labs really taking safety seriously? 15:52 - Mass job loss & the economics of AGI 22:03 - The surprising link between AI & bitcoin 29:07 - A world of AI abundance, & why scarcity wins 31:45 - AI watermarks, & the death of trust 35:33 - Pros & Cons of physical AI world 38:40 - What would it take to trust humanoid robot? 39:50 - Brain computer interfaces: a good idea? 42:25 - Rise & risks of deapfakes 49:40 - Controlling AI: Governments vs private companies 54:07 - Open source vs closed, & the US vs China AI race 57:34- Is bitcoin the one crypto project built to last? 1:01:40 - Limitations of physical AI: bottlenecks & shortages 1:03:50 - Impact of healthcare with AI 1:06:09 - What would it take to actually declare AGI? 1:09:35 - How the public can help with AI safety

Anthony Pompliano 🌪

110,601 görüntüleme • 1 ay önce

Here's my conversation with Yann LeCun (Yann LeCun) about AI, importance of open source, limits of LLMs, why AI doomers are wrong, and the path to AGI. This was a fun and fascinating technical conversation! It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 2:18 - Limits of LLMs 13:54 - Bilingualism and thinking 17:46 - Video prediction 25:07 - JEPA (Joint-Embedding Predictive Architecture) 28:15 - JEPA vs LLMs 37:31 - DINO and I-JEPA 38:51 - V-JEPA 44:22 - Hierarchical planning 50:40 - Autoregressive LLMs 1:06:06 - AI hallucination 1:11:30 - Reasoning in AI 1:29:02 - Reinforcement learning 1:34:10 - Woke AI 1:43:48 - Open source 1:47:26 - AI and ideology 1:49:58 - Marc Andreesen 1:57:56 - Llama 3 2:04:20 - AGI 2:08:48 - AI doomers 2:24:38 - Joscha Bach 2:28:51 - Humanoid robots 2:38:00 - Hope for the future
2:47:07

Here's my conversation with Yann LeCun (Yann LeCun) about AI, importance of open source, limits of LLMs, why AI doomers are wrong, and the path to AGI. This was a fun and fascinating technical conversation! It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 2:18 - Limits of LLMs 13:54 - Bilingualism and thinking 17:46 - Video prediction 25:07 - JEPA (Joint-Embedding Predictive Architecture) 28:15 - JEPA vs LLMs 37:31 - DINO and I-JEPA 38:51 - V-JEPA 44:22 - Hierarchical planning 50:40 - Autoregressive LLMs 1:06:06 - AI hallucination 1:11:30 - Reasoning in AI 1:29:02 - Reinforcement learning 1:34:10 - Woke AI 1:43:48 - Open source 1:47:26 - AI and ideology 1:49:58 - Marc Andreesen 1:57:56 - Llama 3 2:04:20 - AGI 2:08:48 - AI doomers 2:24:38 - Joscha Bach 2:28:51 - Humanoid robots 2:38:00 - Hope for the future

Lex Fridman

1,022,504 görüntüleme • 2 yıl önce

Instinct is the AI assistant every VC is chasing. Its founder, Noah Shinn, co-wrote Reflexion, one of the earliest agentic frameworks with MIT's Ashwin Gopinath. Noah chose to build agents for individuals. Ashwin quietly went the other way and founded Sentra to bring memory to enterprise agents. Sentra is now the company brain of a $12B public company-- 18,000 employees, and the CXOs start their day on it. Nothing like it exists in public. I sat down with Ashwin at Land's End in San Francisco before any of this was revealed. We got into: •Why memory is not a knowledge base •Why organizational memory is easier to build than individual memory •Why he thinks the AI race is nowhere near over •Who's actually accountable when AI gets something wrong •What worries him about his daughter growing up unable to tell AI from a person 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Meet Ashwin at Land's End (00:48) What Sentra Builds (03:53) Why Agents Need Memory (06:44) Memory vs. Knowledge Base (08:38) Why Org Memory Works (13:02) Who's Accountable When AI Gets It Wrong (15:36) Humans Becoming AI (18:52) The AI Race Is Not Over (29:43) Choosing the Right Team (36:10) The AI Transition and Perspective (39:34) Kids Growing Up With AI (46:09) Agency as the Edge
48:54

Instinct is the AI assistant every VC is chasing. Its founder, Noah Shinn, co-wrote Reflexion, one of the earliest agentic frameworks with MIT's Ashwin Gopinath. Noah chose to build agents for individuals. Ashwin quietly went the other way and founded Sentra to bring memory to enterprise agents. Sentra is now the company brain of a $12B public company-- 18,000 employees, and the CXOs start their day on it. Nothing like it exists in public. I sat down with Ashwin at Land's End in San Francisco before any of this was revealed. We got into: •Why memory is not a knowledge base •Why organizational memory is easier to build than individual memory •Why he thinks the AI race is nowhere near over •Who's actually accountable when AI gets something wrong •What worries him about his daughter growing up unable to tell AI from a person 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Meet Ashwin at Land's End (00:48) What Sentra Builds (03:53) Why Agents Need Memory (06:44) Memory vs. Knowledge Base (08:38) Why Org Memory Works (13:02) Who's Accountable When AI Gets It Wrong (15:36) Humans Becoming AI (18:52) The AI Race Is Not Over (29:43) Choosing the Right Team (36:10) The AI Transition and Perspective (39:34) Kids Growing Up With AI (46:09) Agency as the Edge

Julia Fedorin

34,124 görüntüleme • 15 gün önce