Загрузка видео...

Не удалось загрузить видео

На главную

Mira Murati says the next AI interface is not a chatbot. It is a model that can listen, see, interrupt, and respond in real time. "The models that we work with today, they're very turn-based." "You talk, they talk, then they go off and think." "While they're thinking, it's...

karlmehta's profile picture

Karl Mehta

144,285 subscribers

191,763 просмотров • 2 месяцев назад •via X (Twitter)

ОбразованиеНовости и политикаНаука и технологии
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Mira Murati says human-AI collaboration needs models that can listen while they think: "The types of models that we work with today, they're very turn-based. You talk, they talk, then they go off and think." "While they're thinking, it's almost like they're deaf and blind. They cannot perceive anything else about what's going on." "By contrast, our interactions with each other are very rich. There is a lot of information in our interactions when we are silent, when we're thinking, when we're interrupting one another." "Interaction models are able to capture all of this nuance. They're not turn-based. They're more like time-based interaction, where they're continuously taking in audio, text, video, and continuously providing output." "This enables you to catch things like interruptions and simultaneous speech, and really create a rich, high bandwidth interaction between humans and machines." Mira Murati at Bloomberg Tech live with Emily Chang
2:09

Mira Murati says human-AI collaboration needs models that can listen while they think: "The types of models that we work with today, they're very turn-based. You talk, they talk, then they go off and think." "While they're thinking, it's almost like they're deaf and blind. They cannot perceive anything else about what's going on." "By contrast, our interactions with each other are very rich. There is a lot of information in our interactions when we are silent, when we're thinking, when we're interrupting one another." "Interaction models are able to capture all of this nuance. They're not turn-based. They're more like time-based interaction, where they're continuously taking in audio, text, video, and continuously providing output." "This enables you to catch things like interruptions and simultaneous speech, and really create a rich, high bandwidth interaction between humans and machines." Mira Murati at Bloomberg Tech live with Emily Chang

a16z

1,657,489 просмотров • 2 месяцев назад

Jason Kelce says there was "hatred" from the 49ers in previous matchups: "They thought that they were going to take us down. They're mad that the game is not going well for them. And then they're also mad that Philadelphia is giving them a hard time and it's like, what did you expect?"
2:54

Jason Kelce says there was "hatred" from the 49ers in previous matchups: "They thought that they were going to take us down. They're mad that the game is not going well for them. And then they're also mad that Philadelphia is giving them a hard time and it's like, what did you expect?"

SPORTSRADIO 94WIP

129,528 просмотров • 7 месяцев назад

“The Zoomers are so much better than the Millennials” Marc Andreessen 🇺🇸 on the AI-native Zoomers who learned tech from YouTube and have a burning desire to build something great: “2015 to 2024... was a very, very strange period. And a lot of just things got really weird. And the Zoomers are the generation that basically was on the receiving end of that.” “And they're not walking around feeling guilty about everything all the time. They're not feeling like they have to deny that they want to be successful.” “They've seen a thousand hours of YouTube videos from all the great people in tech talking about how to do everything. They just know so much more than previous generations of founders did.” “They're all AI native. They all basically learn AI from scratch and in college. They're coming out, and they totally understand it.” “They wear their heart on their sleeve. They're gonna build something great. And they're completely unapologetic about it.”
1:33

“The Zoomers are so much better than the Millennials” Marc Andreessen 🇺🇸 on the AI-native Zoomers who learned tech from YouTube and have a burning desire to build something great: “2015 to 2024... was a very, very strange period. And a lot of just things got really weird. And the Zoomers are the generation that basically was on the receiving end of that.” “And they're not walking around feeling guilty about everything all the time. They're not feeling like they have to deny that they want to be successful.” “They've seen a thousand hours of YouTube videos from all the great people in tech talking about how to do everything. They just know so much more than previous generations of founders did.” “They're all AI native. They all basically learn AI from scratch and in college. They're coming out, and they totally understand it.” “They wear their heart on their sleeve. They're gonna build something great. And they're completely unapologetic about it.”

a16z

132,883 просмотров • 7 месяцев назад

David Sacks warns that New York’s data center ban is a power play. "The Democrats aren't going to pause the data centers forever. They're going to pause them until they feel like they're in enough control that they can dictate all the rules. Eventually, they're going to be in a position to say, 'Okay, here are our terms if you want to turn these things back on.' That’s when we get this big government Democrat-defined AI regime — a new regulatory agency, new speech controls, and the whole trust and safety agenda from social media ported over." Dangerous precedent or strategic move?
1:45

David Sacks warns that New York’s data center ban is a power play. "The Democrats aren't going to pause the data centers forever. They're going to pause them until they feel like they're in enough control that they can dictate all the rules. Eventually, they're going to be in a position to say, 'Okay, here are our terms if you want to turn these things back on.' That’s when we get this big government Democrat-defined AI regime — a new regulatory agency, new speech controls, and the whole trust and safety agenda from social media ported over." Dangerous precedent or strategic move?

jay plemons

92,872 просмотров • 1 месяц назад

Ritual abuse survivor/trauma therapist Max Lowen: "The entire world is basically run by a satanic cult. They're psychopaths, they're pedophiles, they're parasitic... [and] they harvest us physically, etherically, spiritually... But they're not human... these are interdimensional beings that have come to this planet, that have taken it over. And they are dark, they are evil. And they are patriarchal. So they have created everything in that image." This clip of Lowen (Max Lowen) is taken from a conversation with Seth Holehouse (Man in America) posted to the Man in America Rumble channel on February 15, 2026. ---------------Partial transcription of clip---------------- "The entire world is basically run by a satanic cult. They're psychopaths, they're pedophiles, they're parasitic. So they use. They harvest us physically, etherically, spiritually. "And so at the tippy top of the pyramid, and this is going to sound, you know, I mean, we're already in crazy land for some people with what's released in Epstein, so I'll just go there. But they're not human. Okay? "So these are interdimensional beings that have come to this planet, that have taken it over. And they are dark, they are evil. And they are patriarchal. So they have created everything in that image. And then the whole hierarchy is completely compartmentalized. So different rungs have different tasks. "And things that they do. And they have different amounts of the big picture. And right below that tippy top and still above all the things like the Vatican and Freemasons or whatever are covens, believe it or not. So, practitioners of black magic, that's a big part of the control structure. But that's basically the hierarchy. "So every institution that we have on this planet, everything, has been either created or infiltrated by this cult. So that's why no one's getting arrested, because they control the military and the police and the justice system. "And so, for example, the medical system, we used to have, you know, real healing, like herbs and energetic healing. And then the Rockefellers, which are one of the bloodline families, that's a layer in that hierarchy as well. They created the allopathic medical system deliberately to slow. Poison us and slow. Kill us, profit off that process, and then shorten our lifespan, and kill us prematurely. "So that entire system, this is hard for the human to grok because we've been taught to trust these people. We look at them as, like our parental figures, benevolent. And they're not. They're actually, as a good example, the medical and pharmaceutical system are designed to harm us by its inherent design. "[And] everyone knows the food is toxic, the water's fluoridated. They spray us with chemtrails. Like these people, they worship Lucifer. They worship dark, demonic entities. They are a death cult. They also need us because they're parasitic. They have been cut off from the creator. What, God— You know, whatever you call that. The oneness. And because they're cut off, they're cut off from the life force. Their highest achievement is ego, right? Which is why they're into power and fame and wealth and all those worldly things. "So they, like many movies and TV shows, are revealing the truth. We're their batteries, like Morpheus says to Neo in the Matrix, right? So they need us— They, they particularly like to prey on babies and children because of their purity, their essence. They're a soul. They've just come in from God into a human body. "So that energy is very rich to them and they, they harvest it etherically and then they harvest it physically in the form of blood and flesh eating as well, right? So they paradoxically hate us. They consider us cattle. They, you know, and they want to depopulate us, but to a point they have to keep some of us because we're their, their energy, their fuel source, if you will. "And we're also co-creators with God, but they're, they can't create anything. They can only piggyback off existing creation. So what they do is they get us to create this, now that we see it clearly, hell on Earth reality. Now how do they do that? They use trauma-based mind control. So the same things they did to me, they do to the collective."
4:36

Ritual abuse survivor/trauma therapist Max Lowen: "The entire world is basically run by a satanic cult. They're psychopaths, they're pedophiles, they're parasitic... [and] they harvest us physically, etherically, spiritually... But they're not human... these are interdimensional beings that have come to this planet, that have taken it over. And they are dark, they are evil. And they are patriarchal. So they have created everything in that image." This clip of Lowen (Max Lowen) is taken from a conversation with Seth Holehouse (Man in America) posted to the Man in America Rumble channel on February 15, 2026. ---------------Partial transcription of clip---------------- "The entire world is basically run by a satanic cult. They're psychopaths, they're pedophiles, they're parasitic. So they use. They harvest us physically, etherically, spiritually. "And so at the tippy top of the pyramid, and this is going to sound, you know, I mean, we're already in crazy land for some people with what's released in Epstein, so I'll just go there. But they're not human. Okay? "So these are interdimensional beings that have come to this planet, that have taken it over. And they are dark, they are evil. And they are patriarchal. So they have created everything in that image. And then the whole hierarchy is completely compartmentalized. So different rungs have different tasks. "And things that they do. And they have different amounts of the big picture. And right below that tippy top and still above all the things like the Vatican and Freemasons or whatever are covens, believe it or not. So, practitioners of black magic, that's a big part of the control structure. But that's basically the hierarchy. "So every institution that we have on this planet, everything, has been either created or infiltrated by this cult. So that's why no one's getting arrested, because they control the military and the police and the justice system. "And so, for example, the medical system, we used to have, you know, real healing, like herbs and energetic healing. And then the Rockefellers, which are one of the bloodline families, that's a layer in that hierarchy as well. They created the allopathic medical system deliberately to slow. Poison us and slow. Kill us, profit off that process, and then shorten our lifespan, and kill us prematurely. "So that entire system, this is hard for the human to grok because we've been taught to trust these people. We look at them as, like our parental figures, benevolent. And they're not. They're actually, as a good example, the medical and pharmaceutical system are designed to harm us by its inherent design. "[And] everyone knows the food is toxic, the water's fluoridated. They spray us with chemtrails. Like these people, they worship Lucifer. They worship dark, demonic entities. They are a death cult. They also need us because they're parasitic. They have been cut off from the creator. What, God— You know, whatever you call that. The oneness. And because they're cut off, they're cut off from the life force. Their highest achievement is ego, right? Which is why they're into power and fame and wealth and all those worldly things. "So they, like many movies and TV shows, are revealing the truth. We're their batteries, like Morpheus says to Neo in the Matrix, right? So they need us— They, they particularly like to prey on babies and children because of their purity, their essence. They're a soul. They've just come in from God into a human body. "So that energy is very rich to them and they, they harvest it etherically and then they harvest it physically in the form of blood and flesh eating as well, right? So they paradoxically hate us. They consider us cattle. They, you know, and they want to depopulate us, but to a point they have to keep some of us because we're their, their energy, their fuel source, if you will. "And we're also co-creators with God, but they're, they can't create anything. They can only piggyback off existing creation. So what they do is they get us to create this, now that we see it clearly, hell on Earth reality. Now how do they do that? They use trauma-based mind control. So the same things they did to me, they do to the collective."

Sense Receptor

75,067 просмотров • 6 месяцев назад

The better AI writing gets, the less we'll want to read it. Life of Pi author Yann Martel explains why: 1) AI Inflation "Once you know it's AI, then suddenly it's like special effects in movies. I find my kids when they watch movies with special effects, they'll just shrug because we know a computer can generate anything. So a sort of inflation sets in where we're less impressed. Then you have a great actor who's just acting with no special effects and it's like, wow, that works. What really has an impact is the actor emoting the authenticity of that." 2) AI Aversion "I think publishers are going to start saying, 'hey, it cannot be beyond spell check and maybe minimal AI, but you cannot use AI.' I think readers will agree with that, and that the ones who cheat on that will be seen as cheaters. They're not going to get published, but even if they do, they won't be read. They're not going to win prizes, they're not going to win good reviews. It'll be pointed out that this is not the way to do it."
2:26

The better AI writing gets, the less we'll want to read it. Life of Pi author Yann Martel explains why: 1) AI Inflation "Once you know it's AI, then suddenly it's like special effects in movies. I find my kids when they watch movies with special effects, they'll just shrug because we know a computer can generate anything. So a sort of inflation sets in where we're less impressed. Then you have a great actor who's just acting with no special effects and it's like, wow, that works. What really has an impact is the actor emoting the authenticity of that." 2) AI Aversion "I think publishers are going to start saying, 'hey, it cannot be beyond spell check and maybe minimal AI, but you cannot use AI.' I think readers will agree with that, and that the ones who cheat on that will be seen as cheaters. They're not going to get published, but even if they do, they won't be read. They're not going to win prizes, they're not going to win good reviews. It'll be pointed out that this is not the way to do it."

How I Write Clips

92,573 просмотров • 3 месяцев назад

David Sacks Predicts the Regulatory Capture Playbook to Ban Open Source AI, Step by Step: David Sacks: “I got bad news for you, Chamath, an open source ban is coming. They're not going to call it that. They're going to say that we simply have to apply the same standards to open models that we apply to closed ones. Here's how they do it step by step, let me explain how regulatory capture actually works. So first of all, you have to get this regulatory apparatus. Dario wants an FDA for AI, but he doesn't have enough political support for that, so instead they do this Trojan horse of a FINRA for AI. They call it self-regulating, it's not really, but anyway, that gets them off the ground. Now they've created the standard-setting organization. Now they've got pre-release model testing. Then the pressure grows to codify that in law, so that happens next. And then what they do is they say, ‘Look, all these standards need to apply equally to all models.’ But here's the problem with that. Open models and closed models are technologically different. Once you release an open model into the world, you can't roll it back and you can't monitor exactly how people are using it because they run it on their own hardware. Dario says this is what makes open models dangerous. So what they're going to do is they're going to have the standard-setting body say, ‘Well, we have to set the standards for AI safety.’ By the way, Dario and OpenAI, they're going to fund the whole thing. They're going to contribute all the compute. They're going to be behind it. They're going to be the ones coordinating with the government officials because frankly, people in government have no idea how to monitor and control and set standards for AI safety. Technologically, this is way beyond them. So they're going to go to these companies and say, ‘Tell us how to do it.’ And so what will happen is the standards will get set, and then it'll be a very simple matter of fairness to say that the standards need to apply to open as well as closed models. The open models cannot comply in the same way, and gradually they will be shut out of the market.”
1:38

David Sacks Predicts the Regulatory Capture Playbook to Ban Open Source AI, Step by Step: David Sacks: “I got bad news for you, Chamath, an open source ban is coming. They're not going to call it that. They're going to say that we simply have to apply the same standards to open models that we apply to closed ones. Here's how they do it step by step, let me explain how regulatory capture actually works. So first of all, you have to get this regulatory apparatus. Dario wants an FDA for AI, but he doesn't have enough political support for that, so instead they do this Trojan horse of a FINRA for AI. They call it self-regulating, it's not really, but anyway, that gets them off the ground. Now they've created the standard-setting organization. Now they've got pre-release model testing. Then the pressure grows to codify that in law, so that happens next. And then what they do is they say, ‘Look, all these standards need to apply equally to all models.’ But here's the problem with that. Open models and closed models are technologically different. Once you release an open model into the world, you can't roll it back and you can't monitor exactly how people are using it because they run it on their own hardware. Dario says this is what makes open models dangerous. So what they're going to do is they're going to have the standard-setting body say, ‘Well, we have to set the standards for AI safety.’ By the way, Dario and OpenAI, they're going to fund the whole thing. They're going to contribute all the compute. They're going to be behind it. They're going to be the ones coordinating with the government officials because frankly, people in government have no idea how to monitor and control and set standards for AI safety. Technologically, this is way beyond them. So they're going to go to these companies and say, ‘Tell us how to do it.’ And so what will happen is the standards will get set, and then it'll be a very simple matter of fairness to say that the standards need to apply to open as well as closed models. The open models cannot comply in the same way, and gradually they will be shut out of the market.”

The All-In Podcast

289,509 просмотров • 8 дней назад

AWARENESS AND THE SYSTEM Yoko: The public believes that there's somebody up there who's very powerful because they're rich and they control the media etcetera. And they think, 'Oh, we don't have the control so we can't do it.' And we have this negativism all the time. But that's not what it is at all. They're not powerful because they're rich and they control the media. They're powerful, sadly enough because they are 'aware' and they're trying to keep other people ignorant. If our awareness level gets to the same level as they are, we outnumber them. So there's nothing they can do. John: Who is 'they'? Well, whoever 'they' are - That kept the workers uneducated. That sent children down in the mines in the Industrial Revolution in England. Who tried not to educate people. We're all part of a system, in a way, and 'they' includes us, too. #powertothepeople
0:51

AWARENESS AND THE SYSTEM Yoko: The public believes that there's somebody up there who's very powerful because they're rich and they control the media etcetera. And they think, 'Oh, we don't have the control so we can't do it.' And we have this negativism all the time. But that's not what it is at all. They're not powerful because they're rich and they control the media. They're powerful, sadly enough because they are 'aware' and they're trying to keep other people ignorant. If our awareness level gets to the same level as they are, we outnumber them. So there's nothing they can do. John: Who is 'they'? Well, whoever 'they' are - That kept the workers uneducated. That sent children down in the mines in the Industrial Revolution in England. Who tried not to educate people. We're all part of a system, in a way, and 'they' includes us, too. #powertothepeople

John Lennon

76,855 просмотров • 11 месяцев назад

.Balaji on public disclosed AI vs. public undisclosed AI: "Whenever I see a slide deck that has AI content in it, it just shows that either they're dumb or they think you're dumb." "They're dumb because they can't tell the difference between normal text and AI text, or they think you're dumb and they can get one over on you and spend a little bit of effort to just flood you with a bunch of words."
2:20

.Balaji on public disclosed AI vs. public undisclosed AI: "Whenever I see a slide deck that has AI content in it, it just shows that either they're dumb or they think you're dumb." "They're dumb because they can't tell the difference between normal text and AI text, or they think you're dumb and they can get one over on you and spend a little bit of effort to just flood you with a bunch of words."

MTS

35,679 просмотров • 4 месяцев назад

BREAKING: President Trump again calls on Senate Republicans to terminate the filibuster to pass the SAVE America Act, warning of what Democrats would do if they take back power in Congress: "Mike Johnson and Congress have done a great job, but we're having a hard time in the Senate... what they're doing it's just — it's just not right." "It's like the Senate is a place that you send things when you want them to die." "They should terminate the filibuster and approve everything because the Democrats are going to do it. The Democrats are going to terminate the filibuster as soon as they have a chance." "Then they're going to approve Puerto Rico and DC as a state. They got four more senators. They're going to end up with 12 more congressmen. They're going to get a like 40 electoral votes."
2:29

BREAKING: President Trump again calls on Senate Republicans to terminate the filibuster to pass the SAVE America Act, warning of what Democrats would do if they take back power in Congress: "Mike Johnson and Congress have done a great job, but we're having a hard time in the Senate... what they're doing it's just — it's just not right." "It's like the Senate is a place that you send things when you want them to die." "They should terminate the filibuster and approve everything because the Democrats are going to do it. The Democrats are going to terminate the filibuster as soon as they have a chance." "Then they're going to approve Puerto Rico and DC as a state. They got four more senators. They're going to end up with 12 more congressmen. They're going to get a like 40 electoral votes."

Fox News

1,562,680 просмотров • 1 месяц назад

Now this is an interesting point. Tucker Carlson says “They’re not really globalists” “They're not really globalists are they? Because they're not doing this to China and Africa and the Middle East. They're not saying those nations need to invite a lot of people from different parts of the world only one side it's anti western” “They're saying that there's something about a majority white Christian country that's inherently threatening and we're going to destroy it and that's kind of it is exactly what they've done, it's around the world they did that in France, in UK in Germany and now in Canada. You've got basically Russia left and of course that's the country they hate most So it is a tell like they're not screaming at Chairman Xi to let in a bunch of people from Nigeria, it's like not even on the table. They're not even demanding Japan do that. It’s just Canada, UK, Western Europe, Australia, New Zealand and the US and that's it.”
0:46

Now this is an interesting point. Tucker Carlson says “They’re not really globalists” “They're not really globalists are they? Because they're not doing this to China and Africa and the Middle East. They're not saying those nations need to invite a lot of people from different parts of the world only one side it's anti western” “They're saying that there's something about a majority white Christian country that's inherently threatening and we're going to destroy it and that's kind of it is exactly what they've done, it's around the world they did that in France, in UK in Germany and now in Canada. You've got basically Russia left and of course that's the country they hate most So it is a tell like they're not screaming at Chairman Xi to let in a bunch of people from Nigeria, it's like not even on the table. They're not even demanding Japan do that. It’s just Canada, UK, Western Europe, Australia, New Zealand and the US and that's it.”

Wall Street Apes

1,311,916 просмотров • 1 год назад

Remote Viewer EXPOSES Elites Are USING AI to CONTROL OUR THOUGHTS. "A network sends EMF that affects people. Neurally. AI in the sky near Earth orbit. Static space sounds, pings and whirs." "Observation post monitors fixated. It downloads and tracks technology that affects human behavior and therefore politics and social climate." But that's not the worst of it. Remote Viewer, Dick Allgire, reveals a scarier future with AI leaders brainwashing humans: "This is where I got the guy that seems to be a character made by AI... something feels not real. He can mold opinion and convince and motivate, but it's like an image projection. Like a construct, like an AI character has a soothing voice admired, liked, persuasive, passionate. This person is ersatz, not real." "Multiple people. There's an adoring crowd, and they're moving in lockstep. They have a hive mind. They act as one. They reinforce each other's views and beliefs. These are robotic people lacking individuality. They speak with one voice. They repeat slogans. They're brainwashed. They're nudged like the Stepford Wives. They're dumbed down, lifeless eyes and controlled..."
3:05

Remote Viewer EXPOSES Elites Are USING AI to CONTROL OUR THOUGHTS. "A network sends EMF that affects people. Neurally. AI in the sky near Earth orbit. Static space sounds, pings and whirs." "Observation post monitors fixated. It downloads and tracks technology that affects human behavior and therefore politics and social climate." But that's not the worst of it. Remote Viewer, Dick Allgire, reveals a scarier future with AI leaders brainwashing humans: "This is where I got the guy that seems to be a character made by AI... something feels not real. He can mold opinion and convince and motivate, but it's like an image projection. Like a construct, like an AI character has a soothing voice admired, liked, persuasive, passionate. This person is ersatz, not real." "Multiple people. There's an adoring crowd, and they're moving in lockstep. They have a hive mind. They act as one. They reinforce each other's views and beliefs. These are robotic people lacking individuality. They speak with one voice. They repeat slogans. They're brainwashed. They're nudged like the Stepford Wives. They're dumbed down, lifeless eyes and controlled..."

Future Forecasting Group

13,453 просмотров • 6 месяцев назад

Meta AI is on fire. They just announced Voicebox, a multilingual high-quality text-to-speech AI. The quality is so good that they're not making the Voicebox model or code publicly available (yet) to avoid misuse. Sounds like it's about to go compete with ElevenLabs/PlayHT.
2:43

Meta AI is on fire. They just announced Voicebox, a multilingual high-quality text-to-speech AI. The quality is so good that they're not making the Voicebox model or code publicly available (yet) to avoid misuse. Sounds like it's about to go compete with ElevenLabs/PlayHT.

Rowan Cheung

323,029 просмотров • 3 лет назад

Hassett: "Gas prices are high. They're not quite as high as they were peak under Joe Biden, but they're high. A lot of other things are going down. But one thing I've noticed is that whatever piece of consumer price is looking like it's a little bit disappointing is the only thing we talk about."
0:51

Hassett: "Gas prices are high. They're not quite as high as they were peak under Joe Biden, but they're high. A lot of other things are going down. But one thing I've noticed is that whatever piece of consumer price is looking like it's a little bit disappointing is the only thing we talk about."

Aaron Rupar

118,616 просмотров • 3 месяцев назад

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."
3:03

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."

Sense Receptor

15,991 просмотров • 1 месяц назад

David Sacks: Anthropic Wants to Ban Open Source AI in America Listen to All-In to stay a few weeks (or months) ahead of everyone else David Sacks back in May: “I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. You look at a lot of the rhetoric around how models need to have guardrails, and that with open source models, the guardrails can be removed and therefore they're dangerous. You see this rhetoric already in Anthropic's blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models. They're trying to create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly.”
0:40

David Sacks: Anthropic Wants to Ban Open Source AI in America Listen to All-In to stay a few weeks (or months) ahead of everyone else David Sacks back in May: “I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. You look at a lot of the rhetoric around how models need to have guardrails, and that with open source models, the guardrails can be removed and therefore they're dangerous. You see this rhetoric already in Anthropic's blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models. They're trying to create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly.”

The All-In Podcast

87,294 просмотров • 1 месяц назад