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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...

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Patrick OShaughnessy

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548,858 次观看 • 11 个月前 •via X (Twitter)

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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
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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 次观看 • 2 年前

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History
1:04:51

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

Raoul Pal

326,827 次观看 • 1 年前

BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, & more. Brad Gerstner Clark Tang Bill Gurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI
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BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, & more. Brad Gerstner Clark Tang Bill Gurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI

Bg2 Pod

487,379 次观看 • 1 年前

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality
2:25:58

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality

Lex Fridman

2,535,643 次观看 • 5 个月前

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
1:14:20

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

560,092 次观看 • 10 个月前

This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon
1:22:10

This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon

Patrick OShaughnessy

1,676,900 次观看 • 3 个月前

.Satya Nadella gave me and Dylan Patel an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world. We then chatted through Satya's vision for Microsoft in a world with AGI. 0:00:00 - Fairwater 2 0:04:15 - Business models for AGI 0:13:42 - Copilot 0:20:56 - Whose margins will expand most? 0:37:12 - MAI 0:48:42 - The hyperscale business 1:03:39 - In-house chip & OpenAI partnership 1:10:30 - The CAPEX explosion 1:16:01 - Will the world trust US companies to lead AI? Look up Dwarkesh Podcast on Youtube, Apple Podcasts or Spotify to tune in.
1:28:41

.Satya Nadella gave me and Dylan Patel an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world. We then chatted through Satya's vision for Microsoft in a world with AGI. 0:00:00 - Fairwater 2 0:04:15 - Business models for AGI 0:13:42 - Copilot 0:20:56 - Whose margins will expand most? 0:37:12 - MAI 0:48:42 - The hyperscale business 1:03:39 - In-house chip & OpenAI partnership 1:10:30 - The CAPEX explosion 1:16:01 - Will the world trust US companies to lead AI? Look up Dwarkesh Podcast on Youtube, Apple Podcasts or Spotify to tune in.

Dwarkesh Patel

1,895,952 次观看 • 9 个月前

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier
46:14

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Nathan Lands

28,872 次观看 • 4 个月前

Here's my conversation with DHH. He is back for round 2! It was an epic fun 5 hour conversation about the future of programming, AI, Linux, and human civilization. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:27 - Introduction 2:56 - Programming with AI agents 18:14 - How software will change 27:30 - AI impact on open source 37:21 - Building Omarchy Linux distro 47:05 - Vibe coding vs agentic engineering 1:00:06 - The end of manual programming 1:10:24 - Advice for programmers 1:22:30 - Surviving Internet Hate 1:31:46 - Programming setup for AI Agents 1:44:11 - Obsessing about speed 2:07:06 - Voice prompting vs typing 2:21:05 - Best AI coding models 2:37:55 - Best AI coding harnesses 2:50:57 - AI video generation and filmmaking 3:10:28 - Fatherhood 3:38:35 - Linux will win the desktop 3:49:51 - PewDiePie 3:59:24 - Future of programming 4:22:17 - Politics and immigration 4:53:54 - Longevity, over-optimization, and fear of death 5:05:38 - Eternal recurrence and future of human civization
5:15:50

Here's my conversation with DHH. He is back for round 2! It was an epic fun 5 hour conversation about the future of programming, AI, Linux, and human civilization. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:27 - Introduction 2:56 - Programming with AI agents 18:14 - How software will change 27:30 - AI impact on open source 37:21 - Building Omarchy Linux distro 47:05 - Vibe coding vs agentic engineering 1:00:06 - The end of manual programming 1:10:24 - Advice for programmers 1:22:30 - Surviving Internet Hate 1:31:46 - Programming setup for AI Agents 1:44:11 - Obsessing about speed 2:07:06 - Voice prompting vs typing 2:21:05 - Best AI coding models 2:37:55 - Best AI coding harnesses 2:50:57 - AI video generation and filmmaking 3:10:28 - Fatherhood 3:38:35 - Linux will win the desktop 3:49:51 - PewDiePie 3:59:24 - Future of programming 4:22:17 - Politics and immigration 4:53:54 - Longevity, over-optimization, and fear of death 5:05:38 - Eternal recurrence and future of human civization

Lex Fridman

796,590 次观看 • 7 天前

Why AI Progress Suddenly Feels Real - my conversation with Yann Dubois, who co-leads the Post-Training Frontiers team at OpenAI 00:00 - Intro 01:30 - Why recent AI progress feels like a step function 04:13 - Model reliability & the emotional rollercoaster of shipping GPT-5.5 07:33 - How OpenAI structures vertical and horizontal teams 09:49 - Improving model efficiency and test-time compute 12:32 - Yann's journey from Switzerland to OpenAI 15:37 - Reasoning in 2026: Real-world utility vs verifiable rewards 18:34 - GPT-5.5 Thinking vs Pro: Scaling test-time compute 20:09 - How reasoning models become more efficient 23:23 - Pre-training scaling and overcoming the data wall 27:03 - Multimodal data, synthetic data, and embodied AI 31:05 - Demystifying mid-training and post-training 37:21 - Does RL create new capabilities in AI? 38:53 - The challenges and frontier of scaling RL 43:09 - Is building AI models a craft or a strict science 48:21 - How AI models generalize across different domains 54:18 - How reinforcement learning cures AI hallucinations 56:04 - Negative generalization and conflicting instructions 58:05 - Can RL scale to law, medicine, and the broader economy? 1:00:19 - The evaluation bottleneck and Model as a Judge 1:04:21 - Continuous AI progress & continual learning 1:08:49 - Will foundation models eat the agent harness 1:11:23 - Why startups should focus on the last mile of AI
1:13:56

Why AI Progress Suddenly Feels Real - my conversation with Yann Dubois, who co-leads the Post-Training Frontiers team at OpenAI 00:00 - Intro 01:30 - Why recent AI progress feels like a step function 04:13 - Model reliability & the emotional rollercoaster of shipping GPT-5.5 07:33 - How OpenAI structures vertical and horizontal teams 09:49 - Improving model efficiency and test-time compute 12:32 - Yann's journey from Switzerland to OpenAI 15:37 - Reasoning in 2026: Real-world utility vs verifiable rewards 18:34 - GPT-5.5 Thinking vs Pro: Scaling test-time compute 20:09 - How reasoning models become more efficient 23:23 - Pre-training scaling and overcoming the data wall 27:03 - Multimodal data, synthetic data, and embodied AI 31:05 - Demystifying mid-training and post-training 37:21 - Does RL create new capabilities in AI? 38:53 - The challenges and frontier of scaling RL 43:09 - Is building AI models a craft or a strict science 48:21 - How AI models generalize across different domains 54:18 - How reinforcement learning cures AI hallucinations 56:04 - Negative generalization and conflicting instructions 58:05 - Can RL scale to law, medicine, and the broader economy? 1:00:19 - The evaluation bottleneck and Model as a Judge 1:04:21 - Continuous AI progress & continual learning 1:08:49 - Will foundation models eat the agent harness 1:11:23 - Why startups should focus on the last mile of AI

Matt Turck

101,314 次观看 • 3 个月前

Most people experience AI through apps. Those apps run on infrastructure owned by a handful of companies. Ben Fielding and Harry Grieve of gensyn on why that needs to change, and what it's going to take to rebuild AI as crypto-native open infrastructure. 00:00 – Intro 00:29 – Misconceptions about AI infrastructure 01:20 – Why centralization in AI is a deeper problem than people realize 04:19 – Why AI needs crypto 05:51 – How AI models are trained 08:15 – The rise of autonomous AI agents with onchain identities 10:37 – Lightning round
17:23

Most people experience AI through apps. Those apps run on infrastructure owned by a handful of companies. Ben Fielding and Harry Grieve of gensyn on why that needs to change, and what it's going to take to rebuild AI as crypto-native open infrastructure. 00:00 – Intro 00:29 – Misconceptions about AI infrastructure 01:20 – Why centralization in AI is a deeper problem than people realize 04:19 – Why AI needs crypto 05:51 – How AI models are trained 08:15 – The rise of autonomous AI agents with onchain identities 10:37 – Lightning round

a16z crypto

24,284 次观看 • 4 个月前

Here's my conversation with Roman Yampolskiy (Dr. Roman Yampolskiy), AI safety researcher who believes that the chance of AGI eventually destroying human civilization is 99.9999%. I will continue to chat with many AI researchers & engineers, most of whom put p(doom) at <20%, but it's important to balance those technical conversations by understanding the long-term existential risks of AI. This was a terrifying and fascinating discussion. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 2:20 - Existential risk of AGI 8:32 - Ikigai risk 16:44 - Suffering risk 20:19 - Timeline to AGI 24:51 - AGI turing test 30:14 - Yann LeCun and open source AI 43:06 - AI control 45:33 - Social engineering 48:06 - Fearmongering 57:57 - AI deception 1:04:30 - Verification 1:11:29 - Self-improving AI 1:23:42 - Pausing AI development 1:29:59 - AI Safety 1:39:43 - Current AI 1:45:05 - Simulation 1:52:24 - Aliens 1:53:57 - Human mind 2:00:17 - Neuralink 2:09:23 - Hope for the future 2:13:18 - Meaning of life
2:15:29

Here's my conversation with Roman Yampolskiy (Dr. Roman Yampolskiy), AI safety researcher who believes that the chance of AGI eventually destroying human civilization is 99.9999%. I will continue to chat with many AI researchers & engineers, most of whom put p(doom) at <20%, but it's important to balance those technical conversations by understanding the long-term existential risks of AI. This was a terrifying and fascinating discussion. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 2:20 - Existential risk of AGI 8:32 - Ikigai risk 16:44 - Suffering risk 20:19 - Timeline to AGI 24:51 - AGI turing test 30:14 - Yann LeCun and open source AI 43:06 - AI control 45:33 - Social engineering 48:06 - Fearmongering 57:57 - AI deception 1:04:30 - Verification 1:11:29 - Self-improving AI 1:23:42 - Pausing AI development 1:29:59 - AI Safety 1:39:43 - Current AI 1:45:05 - Simulation 1:52:24 - Aliens 1:53:57 - Human mind 2:00:17 - Neuralink 2:09:23 - Hope for the future 2:13:18 - Meaning of life

Lex Fridman

30,193,549 次观看 • 2 年前

Our CEO Demis Hassabis sat down with The Times and Sunday Times & Times Business at their recent Tech Summit to discuss building AGI with safety in mind, the power of #AlphaFold and his predictions for what’s next in AI development. Watch the full conversation ↓ Timestamps: 0:00 Introduction 2:46 Looking back to 2010 3:40 Specialized AI models 7:41 Multimodality 8:39 Research and product 11:37 Astra and universal assistants 14:48 Steps to AGI 18:53 Maintaining a schedule 19:32 Hope vs hype 22:39 Vision for the future 24:40 UK investment in AI
26:00

Our CEO Demis Hassabis sat down with The Times and Sunday Times & Times Business at their recent Tech Summit to discuss building AGI with safety in mind, the power of #AlphaFold and his predictions for what’s next in AI development. Watch the full conversation ↓ Timestamps: 0:00 Introduction 2:46 Looking back to 2010 3:40 Specialized AI models 7:41 Multimodality 8:39 Research and product 11:37 Astra and universal assistants 14:48 Steps to AGI 18:53 Maintaining a schedule 19:32 Hope vs hype 22:39 Vision for the future 24:40 UK investment in AI

Google DeepMind

59,586 次观看 • 1 年前

My conversation with Jesse Zhang Decagon is building a customer service agent with AI, with plans for much more than that. It’s one of the more successful early AI applications, with tons of lessons for the rest of the market. I love how Jesse developed which problem to solve first, a set of lessons applicable to all entrepreneurs Enjoy Timestamps: 0:00 Intro 2:00 Competing in the AI Era 11:35 Finding Product-Market Fit 14:25 Anatomy of a Great Customer Interview 17:37 Everyone’s Wrong Until You Talk to Customers 19:25 AI Agents Replacing Human Labor 21:55 Why Customer Service 23:30 Coding vs. Customer Service 35:44 The Future of Voice and the Human UI 38:54 Why Voice-to-Voice Is So Hard 43:18 Learning from Customer Data 44:36 How CEOs Should Think About AI 47:06 The ROI of Coding and Productivity Tools 48:20 Every Brand Will Talk to You Through AI 56:00 Recruiting, Capital, and Demand 1:00:42 Investor Frenzy 1:22:17 The Long-Term Vision for Decagon 1:25:05 Kindest Thing
1:26:12

My conversation with Jesse Zhang Decagon is building a customer service agent with AI, with plans for much more than that. It’s one of the more successful early AI applications, with tons of lessons for the rest of the market. I love how Jesse developed which problem to solve first, a set of lessons applicable to all entrepreneurs Enjoy Timestamps: 0:00 Intro 2:00 Competing in the AI Era 11:35 Finding Product-Market Fit 14:25 Anatomy of a Great Customer Interview 17:37 Everyone’s Wrong Until You Talk to Customers 19:25 AI Agents Replacing Human Labor 21:55 Why Customer Service 23:30 Coding vs. Customer Service 35:44 The Future of Voice and the Human UI 38:54 Why Voice-to-Voice Is So Hard 43:18 Learning from Customer Data 44:36 How CEOs Should Think About AI 47:06 The ROI of Coding and Productivity Tools 48:20 Every Brand Will Talk to You Through AI 56:00 Recruiting, Capital, and Demand 1:00:42 Investor Frenzy 1:22:17 The Long-Term Vision for Decagon 1:25:05 Kindest Thing

Patrick OShaughnessy

49,418 次观看 • 11 个月前

NEW POD | EP 73 AI & Robotics Stealing Crypto's Thunder? Timestamps: 0:47 The Only Narrative in Crypto Right Now 1:41 Competitive Landscape in Crypto 4:50 Robinhood's Future Plans 11:42 Future of Crypto Innovation 12:00 Noise ( 13:15 Circle IPO 16:51 USDC vs USDT 18:00 Predictions for Circle's Future 18:49 Circle & CCTP 20:07 Kraken Acquiring NinjaTrader 21:19 Where Are We in The Market? 25:55 China, US and Global Markets 32:13 Manus vs. Gemini 34:12 Sesame AI 35:07 Will Google Have The Best AI? 37:51 AI Investment and Valuation 39:35 AI Coding 43:54 AI in Startup Development and Innovation 44:15 46:24 Niche Apps and Micro Unicorns 49:01 Young Founders & Education 50:15 "Google/Harvard doesn't give you status" - Nikita Bier 52:04 Alpha School - AI-Powered Private School 55:19 AI Doctors 1:00:39 AI Replacing Jr. Jobs 1:02:19 Parenting and Teaching Agency 1:05:46 Tailoring Education to Children's Interests Link ↓
1:07:11

NEW POD | EP 73 AI & Robotics Stealing Crypto's Thunder? Timestamps: 0:47 The Only Narrative in Crypto Right Now 1:41 Competitive Landscape in Crypto 4:50 Robinhood's Future Plans 11:42 Future of Crypto Innovation 12:00 Noise ( 13:15 Circle IPO 16:51 USDC vs USDT 18:00 Predictions for Circle's Future 18:49 Circle & CCTP 20:07 Kraken Acquiring NinjaTrader 21:19 Where Are We in The Market? 25:55 China, US and Global Markets 32:13 Manus vs. Gemini 34:12 Sesame AI 35:07 Will Google Have The Best AI? 37:51 AI Investment and Valuation 39:35 AI Coding 43:54 AI in Startup Development and Innovation 44:15 46:24 Niche Apps and Micro Unicorns 49:01 Young Founders & Education 50:15 "Google/Harvard doesn't give you status" - Nikita Bier 52:04 Alpha School - AI-Powered Private School 55:19 AI Doctors 1:00:39 AI Replacing Jr. Jobs 1:02:19 Parenting and Teaching Agency 1:05:46 Tailoring Education to Children's Interests Link ↓

Good Game

11,576 次观看 • 1 年前

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 次观看 • 2 个月前

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓
1:22:45

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓

Good Game

29,494 次观看 • 1 年前