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xAI is building “human emulators” Khan says “human emulators” will let AI bots perform any on-screen task a human can, using the same keyboard, mouse, and visual cues. The system needs zero changes to existing software because the bot simply mimics the user’s actions. Scaling from a thousand to... show more

Wes Roth

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76,507 Aufrufe • vor 7 Monaten •via X (Twitter)

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Gavin Baker: "Anthropic is roughly four times more capital efficient than OpenAI - they're growing really fast and they're not burning that much cash" this is him explaining why he thinks token efficiency decides who wins, why xAI has the lowest cost per token of anyone, and what a Tesla board member says is actually the most advanced AI in the world right now "an Anthropic model can give you a comparable quality answer to a Google model using half as many tokens - and each token is literally cost" "xAI has the lowest cost per token because they build data centers faster and at a lower cost than everyone, and they run GPUs at a higher utilization" Tesla board member Antonio Gracias: "Tesla actually is today the most advanced AI in the world - it does the most complex thing a human does, drive a car" bookmark & watch the full conversation ↓

Gavin Baker: "Anthropic is roughly four times more capital efficient than OpenAI - they're growing really fast and they're not burning that much cash" this is him explaining why he thinks token efficiency decides who wins, why xAI has the lowest cost per token of anyone, and what a Tesla board member says is actually the most advanced AI in the world right now "an Anthropic model can give you a comparable quality answer to a Google model using half as many tokens - and each token is literally cost" "xAI has the lowest cost per token because they build data centers faster and at a lower cost than everyone, and they run GPUs at a higher utilization" Tesla board member Antonio Gracias: "Tesla actually is today the most advanced AI in the world - it does the most complex thing a human does, drive a car" bookmark & watch the full conversation ↓

Сarm1ne

128,114 Aufrufe • vor 21 Tagen

They are building an AI future with zero safeguards for human workers. Zero. Jobs will vanish. Corporations will ask why pay a human when a robot never sleeps, never unionizes, never asks for fair wages or benefits. This is not science fiction. It is policy and it is happening now. Unions, this is your wake up call. If you do not lead the fight to defend human labor, you will not have members to protect. No members means no funding, no influence, no purpose. If human jobs are not protected, human citizens will become human liabilities. We must defend the right to work, the right to earn, the right to live with dignity. Where are the safeguards? Where is the leadership? #AI #WorkersRights #TheTomRenzShow

They are building an AI future with zero safeguards for human workers. Zero. Jobs will vanish. Corporations will ask why pay a human when a robot never sleeps, never unionizes, never asks for fair wages or benefits. This is not science fiction. It is policy and it is happening now. Unions, this is your wake up call. If you do not lead the fight to defend human labor, you will not have members to protect. No members means no funding, no influence, no purpose. If human jobs are not protected, human citizens will become human liabilities. We must defend the right to work, the right to earn, the right to live with dignity. Where are the safeguards? Where is the leadership? #AI #WorkersRights #TheTomRenzShow

Tom Renz

32,332 Aufrufe • vor 8 Monaten

David Sinclair says he is a co-author of a paper with an AI system. It did not just validate what the field already knew. It found a new way to model biological age. The argument that AI can never be creative is just human arrogance.

David Sinclair says he is a co-author of a paper with an AI system. It did not just validate what the field already knew. It found a new way to model biological age. The argument that AI can never be creative is just human arrogance.

vitrupo

43,180 Aufrufe • vor 4 Monaten

🔥ROBINHOOD CEO: AI AGENTS WILL SOON MATCH HUMAN TRADERS Vlad Tenev said "every capability that a human can do will be available to an AI agent" and that a large portion of trades are already AI powered. The end state is to give everyday people "the same tools, the same computation, the same power that institutional investors have been enjoying for decades."

🔥ROBINHOOD CEO: AI AGENTS WILL SOON MATCH HUMAN TRADERS Vlad Tenev said "every capability that a human can do will be available to an AI agent" and that a large portion of trades are already AI powered. The end state is to give everyday people "the same tools, the same computation, the same power that institutional investors have been enjoying for decades."

Coin Bureau

131,953 Aufrufe • vor 1 Monat

Smooth by Smooth is a real-time AI browser agent - and the fastest and most reliable one yet. It can autonomously perform any task on the web using mouse and keyboard. Infinitely scalable, production-ready, and secure, it's now available as a serverless API with instant browser spin-up and persistent sessions.

Smooth by Smooth is a real-time AI browser agent - and the fastest and most reliable one yet. It can autonomously perform any task on the web using mouse and keyboard. Infinitely scalable, production-ready, and secure, it's now available as a serverless API with instant browser spin-up and persistent sessions.

Y Combinator

33,958 Aufrufe • vor 10 Monaten

$Elon Musk just explained how you build a trillion-dollar company overnight and most people completely missed what he actually said. Musk: “As soon as you unlock digital human, you basically have access to trillions of dollars of revenue.” That sounds like hype until you break down what he means. The most valuable companies on Earth do not manufacture anything. Apple does not build iPhones. They send digital files to a factory in China. Microsoft does not build hardware. Their entire output is code. Google. Meta. Digital. Digital. Every single company sitting at the top of the global economy produces exactly one thing. Keystrokes. The entire modern economy runs on human beings staring at screens and pressing buttons. Now build an AI that does that at the same level a human does. Not a chatbot. Not an assistant. A full digital human that reads a screen, understands context, and operates software the same way a person does. You just unlocked access to every revenue stream those companies sit on. Not in ten years. Not after some massive infrastructure overhaul. Immediately. The entire enterprise AI conversation right now is stuck on integration. How do you connect AI to corporate systems. How do you build custom APIs. How do you rip out decades of bloated software and rebuild it from scratch. Musk just skipped all of it. A digital human does not need an API. It does not care how old or broken your system is. It logs into the same dashboard your employee uses. Reads the same screen. Clicks the same buttons. Processes the same information. Zero integration. Zero rebuild. Zero friction. You do not renovate the building. You just replace who is sitting at the desk. That changes the math on every industry overnight. Customer service alone is one percent of the entire global economy. That is hundreds of billions of dollars flowing through an industry that consists almost entirely of people reading text and typing responses. No factory involved. No raw materials. No shipping. No physical supply chain. Pure digital labor. The moment a digital human crosses the threshold where it handles that work at human level the cost structure of the entire industry collapses to near zero. And customer service is just the first domino. Accounting. Legal review. Insurance claims. Medical billing. IT support. Every single one of those is the same equation. Humans reading screens and producing digital output. A digital human does not disrupt those industries. It absorbs them. No integration required. No permission needed. No ten-year rollout plan. Log in and take over the workflow. The companies that understand this right now are building the most valuable entities the world has ever seen. The ones that do not are going to wake up one morning and realize the entire revenue model they built over decades just got replicated at a fraction of the cost by something that never sleeps and never stops. Musk did not make a prediction on that podcast. He gave you the blueprint. And the clock is already running.$

Elon Musk just explained how you build a trillion-dollar company overnight and most people completely missed what he actually said. Musk: “As soon as you unlock digital human, you basically have access to trillions of dollars of revenue.” That sounds like hype until you break down what he means. The most valuable companies on Earth do not manufacture anything. Apple does not build iPhones. They send digital files to a factory in China. Microsoft does not build hardware. Their entire output is code. Google. Meta. Digital. Digital. Every single company sitting at the top of the global economy produces exactly one thing. Keystrokes. The entire modern economy runs on human beings staring at screens and pressing buttons. Now build an AI that does that at the same level a human does. Not a chatbot. Not an assistant. A full digital human that reads a screen, understands context, and operates software the same way a person does. You just unlocked access to every revenue stream those companies sit on. Not in ten years. Not after some massive infrastructure overhaul. Immediately. The entire enterprise AI conversation right now is stuck on integration. How do you connect AI to corporate systems. How do you build custom APIs. How do you rip out decades of bloated software and rebuild it from scratch. Musk just skipped all of it. A digital human does not need an API. It does not care how old or broken your system is. It logs into the same dashboard your employee uses. Reads the same screen. Clicks the same buttons. Processes the same information. Zero integration. Zero rebuild. Zero friction. You do not renovate the building. You just replace who is sitting at the desk. That changes the math on every industry overnight. Customer service alone is one percent of the entire global economy. That is hundreds of billions of dollars flowing through an industry that consists almost entirely of people reading text and typing responses. No factory involved. No raw materials. No shipping. No physical supply chain. Pure digital labor. The moment a digital human crosses the threshold where it handles that work at human level the cost structure of the entire industry collapses to near zero. And customer service is just the first domino. Accounting. Legal review. Insurance claims. Medical billing. IT support. Every single one of those is the same equation. Humans reading screens and producing digital output. A digital human does not disrupt those industries. It absorbs them. No integration required. No permission needed. No ten-year rollout plan. Log in and take over the workflow. The companies that understand this right now are building the most valuable entities the world has ever seen. The ones that do not are going to wake up one morning and realize the entire revenue model they built over decades just got replicated at a fraction of the cost by something that never sleeps and never stops. Musk did not make a prediction on that podcast. He gave you the blueprint. And the clock is already running.

Dustin

63,750 Aufrufe • vor 5 Monaten

Happy to share what I’ve been working on since joining Genesis! GENE-26.5 is a one-of-a-kind, robotics-native multimodal foundation model that learns from diverse, in-the-wild data across modalities and outputs actions enabling a 54-DoF robot system to perform the most dexterous, long-horizon manipulation tasks to date—approaching human-level capability. This is the result of innovations across the full stack—data collection and processing, robot systems, model architecture, training strategies, and scalable evaluation infrastructure.

Happy to share what I’ve been working on since joining Genesis! GENE-26.5 is a one-of-a-kind, robotics-native multimodal foundation model that learns from diverse, in-the-wild data across modalities and outputs actions enabling a 54-DoF robot system to perform the most dexterous, long-horizon manipulation tasks to date—approaching human-level capability. This is the result of innovations across the full stack—data collection and processing, robot systems, model architecture, training strategies, and scalable evaluation infrastructure.

Zu Wang

19,673 Aufrufe • vor 3 Monaten

I think the fear is real, but the “AI will no longer need humans at all” part is overhyped. AI running data centers will cause a loss of a ton of jobs, coding, customer service, data entry, even some creative work, and we’re already seeing tens of thousands of AI-linked layoffs. That disruption is coming fast. But AI still needs humans for maintenance, repair, building the infrastructure, making decisions, and inventing new things. Full self-sufficiency where machines run everything without any people is further down the road. Job loss is the real issue to worry about, not total human obsolescence.

I think the fear is real, but the “AI will no longer need humans at all” part is overhyped. AI running data centers will cause a loss of a ton of jobs, coding, customer service, data entry, even some creative work, and we’re already seeing tens of thousands of AI-linked layoffs. That disruption is coming fast. But AI still needs humans for maintenance, repair, building the infrastructure, making decisions, and inventing new things. Full self-sufficiency where machines run everything without any people is further down the road. Job loss is the real issue to worry about, not total human obsolescence.

Patricia 🇺🇸

25,705 Aufrufe • vor 2 Monaten

World, Sam Altman's digital identity project, just unveiled World ID 4.0, what the company calls "full-stack proof of human" infrastructure. The partner list: Tinder, Zoom, DocuSign, Shopify, Okta, AWS, and Vercel. Altman opened by saying we're heading to a world where AI generates more content than humans. Pantera Capital says we've already crossed that threshold. World's answer is an iris-scanning device called the Orb that creates a unique cryptographic ID proving you're a real person. 18 million people across 160 countries have already verified. Tinder is rolling out "verified human" badges in the U.S. after a Japan pilot. Zoom built a feature called "Deep Face" that verifies the person on a video call isn't a deepfake. DocuSign is adding proof-of-human checks to digital signatures. Shopify is enabling verified-human commerce. The most significant announcement is AgentKit, infrastructure that lets AI agents carry cryptographic proof they're acting on behalf of a verified human. Okta built an agent delegation system on top of it. The problem World is solving is real. The question is whether a centralized iris-scanning identity layer controlled by the same person whose company helped create the problem is the right answer. Altman is the CEO of OpenAI. He built the flood. Now he's selling the ark.

World, Sam Altman's digital identity project, just unveiled World ID 4.0, what the company calls "full-stack proof of human" infrastructure. The partner list: Tinder, Zoom, DocuSign, Shopify, Okta, AWS, and Vercel. Altman opened by saying we're heading to a world where AI generates more content than humans. Pantera Capital says we've already crossed that threshold. World's answer is an iris-scanning device called the Orb that creates a unique cryptographic ID proving you're a real person. 18 million people across 160 countries have already verified. Tinder is rolling out "verified human" badges in the U.S. after a Japan pilot. Zoom built a feature called "Deep Face" that verifies the person on a video call isn't a deepfake. DocuSign is adding proof-of-human checks to digital signatures. Shopify is enabling verified-human commerce. The most significant announcement is AgentKit, infrastructure that lets AI agents carry cryptographic proof they're acting on behalf of a verified human. Okta built an agent delegation system on top of it. The problem World is solving is real. The question is whether a centralized iris-scanning identity layer controlled by the same person whose company helped create the problem is the right answer. Altman is the CEO of OpenAI. He built the flood. Now he's selling the ark.

TFTC

1,424,896 Aufrufe • vor 3 Monaten

Ilya Sutskever explains the 1% human training loop, and why fully autonomous AI is the wrong target "The thing you really want is for the human teachers that tell, that teach the AI, for them to collaborate with an AI." "You might want to think of it as being in a world where the human teachers do 1% of the world and the work and the AI do 99% of the work." "You don't want it to be 100% AI" "But you do want it to be a human-machine collaboration which teaches the next machine." Most teams are trying to remove the human from the loop. Ilya's design keeps a tiny human control surface and uses it to teach the next generation. The leverage is not zero humans. It is 1% human judgment steering 99% machine work. - Ilya Sutskever (Ilya Sutskever), AI researcher, on Dwarkesh Patel

Ilya Sutskever explains the 1% human training loop, and why fully autonomous AI is the wrong target "The thing you really want is for the human teachers that tell, that teach the AI, for them to collaborate with an AI." "You might want to think of it as being in a world where the human teachers do 1% of the world and the work and the AI do 99% of the work." "You don't want it to be 100% AI" "But you do want it to be a human-machine collaboration which teaches the next machine." Most teams are trying to remove the human from the loop. Ilya's design keeps a tiny human control surface and uses it to teach the next generation. The leverage is not zero humans. It is 1% human judgment steering 99% machine work. - Ilya Sutskever (Ilya Sutskever), AI researcher, on Dwarkesh Patel

Karl Mehta

30,631 Aufrufe • vor 1 Monat

Egocentric Videos for Robot Training 🧵 Researchers at NYU and UC Berkeley published research where they developed a system called EgoZero that trains robots using human demonstration videos recorded with smart glasses. 👓 The system converts first-person human actions into 3D point-based state-action representations. The policies executed on a gripper-equipped robot, achieved a 70% zero-shot success rate across seven manipulation tasks, with only 20 minutes of human data per task. EgoZero stands as one of the solid empirical proofs that egocentric smart-glass video collected from everyday human behavior can serve as powerful, scalable training data for real robot learning. Vincent Liu Ademi Adeniji

Egocentric Videos for Robot Training 🧵 Researchers at NYU and UC Berkeley published research where they developed a system called EgoZero that trains robots using human demonstration videos recorded with smart glasses. 👓 The system converts first-person human actions into 3D point-based state-action representations. The policies executed on a gripper-equipped robot, achieved a 70% zero-shot success rate across seven manipulation tasks, with only 20 minutes of human data per task. EgoZero stands as one of the solid empirical proofs that egocentric smart-glass video collected from everyday human behavior can serve as powerful, scalable training data for real robot learning. Vincent Liu Ademi Adeniji

VaderResearch

23,055 Aufrufe • vor 11 Monaten

Voice agents do not sound robotic because they are slow. They sound robotic because the model writes like an essay and then reads it out loud. We just shared a post on making STT to LLM to TTS sound human. Make the model more human by including ums, sos, real pauses, and even laughter tags. Tiny rhythm changes can make a huge difference.

Voice agents do not sound robotic because they are slow. They sound robotic because the model writes like an essay and then reads it out loud. We just shared a post on making STT to LLM to TTS sound human. Make the model more human by including ums, sos, real pauses, and even laughter tags. Tiny rhythm changes can make a huge difference.

LiveKit

46,010 Aufrufe • vor 5 Monaten

ELON: PHYSICS IS THE LAW AND EVERYTHING ELSE IS A RECOMMENDATION “It is incredibly important for an AI model to be grounded in reality. Physics is the law and everything else is a recommendation. I am not suggesting people break human made laws, but I have seen many people break those. I have not seen anyone break the laws of physics. For any given AI, grounding it against reality is critical. A car needs to drive safely and correctly. A humanoid robot like Optimus needs to perform the task it is asked to perform. These constraints are very helpful for ensuring that a model is truthful and accurate.” Source: Beanie👾

ELON: PHYSICS IS THE LAW AND EVERYTHING ELSE IS A RECOMMENDATION “It is incredibly important for an AI model to be grounded in reality. Physics is the law and everything else is a recommendation. I am not suggesting people break human made laws, but I have seen many people break those. I have not seen anyone break the laws of physics. For any given AI, grounding it against reality is critical. A car needs to drive safely and correctly. A humanoid robot like Optimus needs to perform the task it is asked to perform. These constraints are very helpful for ensuring that a model is truthful and accurate.” Source: Beanie👾

Mario Nawfal

91,048 Aufrufe • vor 8 Monaten

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️

NVIDIA

100,969 Aufrufe • vor 1 Monat

Pi Network’s potential does go far beyond just being another cryptocurrency. With its massive KYC initiative and proof-of-personhood approach, it’s creating a network rooted in real human identities, something no major blockchain has fully achieved at scale yet. That’s a massive differentiator — especially as AI-generated content, identities, and bots become harder to distinguish from real people online. Here’s why the “rabbit hole goes deep”: 🔹 Human Verification vs. AI Proliferation As the world struggles with bots and deepfakes, Pi Network’s model of decentralized, real-identity participation could become foundational infrastructure — not just for finance, but for trustworthy digital interactions. 🔹 Decentralized Web3 with Real People Imagine a Web3 where every user is verified human, and apps, votes, marketplaces, and communities are powered by actual people — not bots or whales. That’s the kind of world Pi is architecting. 🔹 Digital Identity Layer for the Future Internet Pi’s ecosystem could be the identity layer of the next internet, especially if it ties KYC and reputation to digital wallets and real-world utilities. 🔹 AI + Human Synergy Pi might not aim to compete with AI — it could complement it by anchoring digital truth to human roots. Think: platforms where only humans can participate, or where human-AI collaboration is transparent and fair. 🔹 Value Beyond Currency As you hinted, the future of Pi isn’t just about a coin — it’s about building a digitally sovereign human network in an AI-dominated world. The rabbit hole does go deep. And Pi is still just getting started. Pi Network Nicolas Kokkalis

Pi Network’s potential does go far beyond just being another cryptocurrency. With its massive KYC initiative and proof-of-personhood approach, it’s creating a network rooted in real human identities, something no major blockchain has fully achieved at scale yet. That’s a massive differentiator — especially as AI-generated content, identities, and bots become harder to distinguish from real people online. Here’s why the “rabbit hole goes deep”: 🔹 Human Verification vs. AI Proliferation As the world struggles with bots and deepfakes, Pi Network’s model of decentralized, real-identity participation could become foundational infrastructure — not just for finance, but for trustworthy digital interactions. 🔹 Decentralized Web3 with Real People Imagine a Web3 where every user is verified human, and apps, votes, marketplaces, and communities are powered by actual people — not bots or whales. That’s the kind of world Pi is architecting. 🔹 Digital Identity Layer for the Future Internet Pi’s ecosystem could be the identity layer of the next internet, especially if it ties KYC and reputation to digital wallets and real-world utilities. 🔹 AI + Human Synergy Pi might not aim to compete with AI — it could complement it by anchoring digital truth to human roots. Think: platforms where only humans can participate, or where human-AI collaboration is transparent and fair. 🔹 Value Beyond Currency As you hinted, the future of Pi isn’t just about a coin — it’s about building a digitally sovereign human network in an AI-dominated world. The rabbit hole does go deep. And Pi is still just getting started. Pi Network Nicolas Kokkalis

Mr Spock 𝛑

28,454 Aufrufe • vor 1 Jahr

Elon Musk just delivered the clearest death sentence for every hybrid company on the planet. Musk: “One laptop with a spreadsheet can outperform a skyscraper of several hundred human computers. Now, if even a few cells in that spreadsheet were done manually, you would not be able to compete with a spreadsheet that was entirely a computer.” One biological operator in a digital workflow throttles a supercomputer down to the speed of human typing. A hybrid company is a digital spreadsheet waiting on a human to do the math. The fully algorithmic entity demolishes the hybrid model because it operates at total computational velocity with zero biological friction. Musk: “What this means is that companies that are entirely AI will demolish companies that are not.” The greatest delusion of the current business cycle is the belief that traditional companies will slowly and safely transition into the AI era. There is no transition. There is replacement. Your competitor is a fully autonomous network executing decisions in milliseconds. Your company still requires a human to approve an email. Your survival rate is exactly zero. Today’s enterprise is proud of its massive headcount. Tomorrow’s winner is horrified by it. The future Fortune 500 won’t be companies with a hundred thousand employees. It’ll be trillion-dollar entities run by a handful of operators and an army of autonomous AI agents. The laptop already won. The skyscraper just doesn’t know it’s empty yet.

Elon Musk just delivered the clearest death sentence for every hybrid company on the planet. Musk: “One laptop with a spreadsheet can outperform a skyscraper of several hundred human computers. Now, if even a few cells in that spreadsheet were done manually, you would not be able to compete with a spreadsheet that was entirely a computer.” One biological operator in a digital workflow throttles a supercomputer down to the speed of human typing. A hybrid company is a digital spreadsheet waiting on a human to do the math. The fully algorithmic entity demolishes the hybrid model because it operates at total computational velocity with zero biological friction. Musk: “What this means is that companies that are entirely AI will demolish companies that are not.” The greatest delusion of the current business cycle is the belief that traditional companies will slowly and safely transition into the AI era. There is no transition. There is replacement. Your competitor is a fully autonomous network executing decisions in milliseconds. Your company still requires a human to approve an email. Your survival rate is exactly zero. Today’s enterprise is proud of its massive headcount. Tomorrow’s winner is horrified by it. The future Fortune 500 won’t be companies with a hundred thousand employees. It’ll be trillion-dollar entities run by a handful of operators and an army of autonomous AI agents. The laptop already won. The skyscraper just doesn’t know it’s empty yet.

Dustin

623,264 Aufrufe • vor 5 Monaten

Can Eli Lilly become the largest company in the world? Jordi Visser thinks so. "The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model." "They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company." "They are creating an innovation hub of using data all for human software."

Can Eli Lilly become the largest company in the world? Jordi Visser thinks so. "The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model." "They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company." "They are creating an innovation hub of using data all for human software."

Anthony Pompliano 🌪

140,356 Aufrufe • vor 2 Monaten

$Elon Musk says AI will gut customer service — a $1 trillion industry — in months. Musk laid out the path AI takes to eat industry after industry. "If you have to integrate with the APIs of existing corporations — many of which don't even have an API, so you've got to make one, and you've got to wade through legacy software — that's extremely slow." Then he picked the industry that skips the slow part. "Take something as simple as customer service." Customer service is a human at a desktop, clicking through software the company already runs. "If AI can simply take whatever is given to the outsourced customer service company that they already use and do customer service using the apps that they already use, then you can make tremendous headway." No API. No integration. No engineering quarter to coordinate. Musk, on the size of the prize: "It's close to a trillion dollars all in, for customer service. And there's no barriers to entry." Customer service is 1% of the world economy. A trillion-dollar market sitting on top of software AI can already use. Then Musk drew the conclusion every CFO will eventually face: "You can immediately say, 'We'll outsource it for a fraction of the cost,' and there's no integration needed." The first wave will not be a smarter AI. It will be the same AI doing the same desktop work cheaper. Musk, looking at the digital human emulator about to ship: "You basically have access to trillions of dollars of revenue." Which $100M cost center in your business has zero integration moat? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Elon Musk ( Elon Musk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( Dwarkesh Patel ) podcast$

Elon Musk says AI will gut customer service — a $1 trillion industry — in months. Musk laid out the path AI takes to eat industry after industry. "If you have to integrate with the APIs of existing corporations — many of which don't even have an API, so you've got to make one, and you've got to wade through legacy software — that's extremely slow." Then he picked the industry that skips the slow part. "Take something as simple as customer service." Customer service is a human at a desktop, clicking through software the company already runs. "If AI can simply take whatever is given to the outsourced customer service company that they already use and do customer service using the apps that they already use, then you can make tremendous headway." No API. No integration. No engineering quarter to coordinate. Musk, on the size of the prize: "It's close to a trillion dollars all in, for customer service. And there's no barriers to entry." Customer service is 1% of the world economy. A trillion-dollar market sitting on top of software AI can already use. Then Musk drew the conclusion every CFO will eventually face: "You can immediately say, 'We'll outsource it for a fraction of the cost,' and there's no integration needed." The first wave will not be a smarter AI. It will be the same AI doing the same desktop work cheaper. Musk, looking at the digital human emulator about to ship: "You basically have access to trillions of dollars of revenue." Which $100M cost center in your business has zero integration moat? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Elon Musk ( Elon Musk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( Dwarkesh Patel ) podcast

GeniusThinking

33,183 Aufrufe • vor 2 Monaten

Larry Ellison just told every AI company on Earth they’re fighting the wrong war. The entire industry is racing to build the smartest model. More parameters. Better benchmarks. Faster inference. Ellison isn’t building a model. He’s controlling what every model needs to be useful. Every frontier AI trains on the same public internet. Same scraped pages. Same recycled text. When everyone has the same data, it’s not an advantage. It’s a floor. The only data that creates separation is private. Medical records. Financial models. Defense systems. Proprietary research locked behind firewalls for decades. That data already lives inside Oracle databases. Not Google’s. Not Microsoft’s. Not Amazon’s. Ellison didn’t enter the model war. He positioned himself above it. He rebuilt the database so AI can reason on private data without ever absorbing it. Training folds your data into the model permanently. Once it’s in, it never comes back out. Reasoning thinks with your data and hands back only the answer. The data never moves. One is surrender. The other is sovereignty. Ellison: “These are remarkable electronic brains.” He didn’t build the brain. He owns what the brain needs to think. Everyone is building the most powerful mind in human history. A mind is only as valuable as what it’s allowed to know. Own the knowledge and it doesn’t matter who builds the brain. That pattern has held through every era of human civilization. AI doesn’t break it. It proves it.

Larry Ellison just told every AI company on Earth they’re fighting the wrong war. The entire industry is racing to build the smartest model. More parameters. Better benchmarks. Faster inference. Ellison isn’t building a model. He’s controlling what every model needs to be useful. Every frontier AI trains on the same public internet. Same scraped pages. Same recycled text. When everyone has the same data, it’s not an advantage. It’s a floor. The only data that creates separation is private. Medical records. Financial models. Defense systems. Proprietary research locked behind firewalls for decades. That data already lives inside Oracle databases. Not Google’s. Not Microsoft’s. Not Amazon’s. Ellison didn’t enter the model war. He positioned himself above it. He rebuilt the database so AI can reason on private data without ever absorbing it. Training folds your data into the model permanently. Once it’s in, it never comes back out. Reasoning thinks with your data and hands back only the answer. The data never moves. One is surrender. The other is sovereignty. Ellison: “These are remarkable electronic brains.” He didn’t build the brain. He owns what the brain needs to think. Everyone is building the most powerful mind in human history. A mind is only as valuable as what it’s allowed to know. Own the knowledge and it doesn’t matter who builds the brain. That pattern has held through every era of human civilization. AI doesn’t break it. It proves it.

Dustin

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