WEBVTT - Introducing Substrate—An Open-source Framework for Human Understanding, Meaning, and Progress

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<v S1>All right. Welcome to unsupervised learning. This is Daniel Miessler.

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<v S1>And today I'm super excited to announce a project I've

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<v S1>been wanting to talk about for a very long time

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<v S1>called substrate. Okay, let's get into the project itself. So

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<v S1>what is it exactly? That is really the question. What

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<v S1>substrate is is an open source framework for human understanding,

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<v S1>meaning and progress. And you might be inclined to say,

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<v S1>what the hell does that mean? And it's a great question. Right?

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<v S1>So the purpose of the project is to make things

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<v S1>that matter to humans more transparent. Discussable. And ultimately, because

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<v S1>they're transparent and discussable, they'll be more fixable. So what

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<v S1>kind of things are we talking about? So we're calling

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<v S1>these substrate components. And these are the components of human meaning. Right.

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<v S1>When we talk about understanding, meaning and progress, these are

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<v S1>the pieces that we're actually talking about. So collections of

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<v S1>things okay. So the first thing is an idea collections

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<v S1>of ideas a list of human novel ideas, problems a

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<v S1>list of our most important human problems, our beliefs, our models,

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<v S1>which are our ways of conceptualizing reality, frames a list

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<v S1>of narratives or lenses for perceiving reality. A list of

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<v S1>solutions that correspond to problems. Information sources. So you'll have,

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<v S1>like New York Times, The Hill, Breitbart, uh, lots of

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<v S1>different sources of information, government sources, individual sources, different media organizations.

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<v S1>It's got to be a comprehensive list, and it's got

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<v S1>to span different political ideologies. That's really important here as

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<v S1>we'll see later people. So this is just individuals, organizations

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<v S1>of different types laws. We're going to collect all different legislation,

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<v S1>starting with the US government, but expanding out to pretty

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<v S1>much the world at some point claims. So this is

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<v S1>a factual claim, a truth claim about the world votes,

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<v S1>a list of votes and results from laws that were

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<v S1>submitted and voted on to basically say, here's what the

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<v S1>votes were from different people. So this is talking about

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<v S1>representatives voting on things, right? Arguments a list of arguments

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<v S1>that have been made in favor or against a particular thing.

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<v S1>Funding sources, lobbyists. So a list of lobbyists in their agendas, missions, donations,

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<v S1>goals and facts. So these are actually claims from up here,

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<v S1>but these are just verified ones. And important to note

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<v S1>that it could become true and then untrue again. So

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<v S1>you have to kind of keep this updated. Now each

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<v S1>of these in this list here, each of these will

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<v S1>be an actual list maintained in a repository within GitHub.

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<v S1>In fact, we already have one of these okay. So

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<v S1>I'm going to click in here. And if we go

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<v S1>into here and look at problems we already have a

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<v S1>list of problems here okay. It's already starting. So we've

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<v S1>got we've got this going and I'm just going to

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<v S1>zoom in a whole bunch for this one. So we've

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<v S1>got like ransomware attacks on US health care systems. Uh,

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<v S1>teen depression in the UK, nuclear weapons development in North Korea.

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<v S1>Each one of them has this PR code so you

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<v S1>can associate directly to it. And that's basically the structure.

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<v S1>And you can see the structure here as well. And

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<v S1>again we have the link here to the GitHub repo

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<v S1>that we just looked at. And they're all part of

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<v S1>this substrate organization which is here. So if you go

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<v S1>into the substrate organization you could see the the main

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<v S1>flow here. And if you go into repositories you see

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<v S1>that we've populated a whole bunch of these, and we've

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<v S1>already got some pretty good activity on some of these

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<v S1>especially problems. And keep in mind, this just came out

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<v S1>like two days ago. So this is brand new okay.

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<v S1>So let's keep going on with the explanation here. So

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<v S1>the structure will allow the entire open source community which

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<v S1>is basically the world to contribute their own problems, claims, sources, frames, goals, etc.

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<v S1>for all those different repositories which are all the different

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<v S1>substrate components. Okay, I think I'm starting to get it,

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<v S1>but I need more. Fair enough. So one way to

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<v S1>think about this is as a way to put handles

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<v S1>onto things that are hard to discuss, right? The whole

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<v S1>reason that I created this project is so that we

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<v S1>can articulate things better to each other, but also to ourselves. Okay,

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<v S1>so let's get into some actual examples here so you

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<v S1>can see what I'm talking about. Let's start with an

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<v S1>argument component okay. This is what this is going to

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<v S1>look like. Think of a common argument we might hear

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<v S1>on any given day about whatever topic. And in this

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<v S1>case it's going to be recycling. So this is just

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<v S1>somebody that you hear say something right. I don't know

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<v S1>why you recycle, man. It's a total waste. It costs

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<v S1>so much to recycle right now. And the programs are

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<v S1>poorly run. So it's not actually benefiting the environment like

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<v S1>I do it if it worked, but it doesn't. And

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<v S1>this is some person watching you put a can in

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<v S1>a recycling bin. So we're confronted by this type of

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<v S1>argument constantly. We're being pitched these different things like oh I,

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<v S1>I would definitely do this because of this boom, that's

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<v S1>an argument. Or I would definitely stop doing that because

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<v S1>of this. That's also an argument. So that's things like recycling,

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<v S1>but it's also things that matter much more about politics

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<v S1>or whatever. So what substrate does this is the most

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<v S1>important thing, right. It takes an argument like this.

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<v S2>And.

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<v S1>Turns it into something like this. And I'm going to

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<v S1>zoom in. It's probably going to be a little bit blurry,

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<v S1>but watch this. This argument consists of these claims, okay,

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<v S1>effort required cost of progress. So it breaks down the

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<v S1>argument into these different components. Limited results okay. Then it

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<v S1>breaks those into further things. Recycling programs require significant effort.

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<v S1>Recycling programs are expensive. Most rejected materials end up in landfills. Okay.

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<v S1>And then it goes and adds research to all of those.

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<v S1>In this case, it's just pulled it directly out of

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<v S1>the model. But you can actually add AI on top

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<v S1>of this, which we're going to be doing with an

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<v S1>agent framework, either that we build ourselves or that we

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<v S1>use one of the third parties. And these will actually

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<v S1>be tools doing this research down here. Okay. Going and

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<v S1>doing separate lookups to find research. Like you could do

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<v S1>this at really in-depth level for each stage here, especially

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<v S1>this one where you're doing the research and then it

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<v S1>comes back and says supports or supports or weakens. Look

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<v S1>at this. Supports supports weakens weakens partially supports. Then we

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<v S1>have a conclusion ends up being a weak argument. Interesting.

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<v S1>So you could see the reasons this is the most

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<v S1>important thing. You could see how this argument was formed,

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<v S1>how it was researched using what sources. Okay, look at this. Uh,

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<v S1>recycling statistics 2021 National Waste and Recycling Association 2022. So

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<v S1>we actually have source names here, and we can go

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<v S1>into even more depth if we do additional AI work

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<v S1>on this. And that's kind of a foreshadowing for future

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<v S1>section here. So let's just keep going. Again, what this

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<v S1>does is it takes an argument like this recycling example,

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<v S1>and it turns it into a graph like we just saw. Okay,

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<v S1>the most important thing about this graph is that we

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<v S1>could throw it up on a board. We could throw

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<v S1>it on the side of a wall. We could each

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<v S1>view it inside of our AR glasses or whatever in

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<v S1>the in the near future. And now both of us

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<v S1>who are having this discussion can be looking at the

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<v S1>same thing and saying, uh, yeah, I agree with these two,

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<v S1>but I don't agree with this one. And the reason

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<v S1>I don't agree is because I don't trust the source

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<v S1>that it came from. And then you could do things like, okay,

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<v S1>let's grab some content from other sources. Boom. You start

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<v S1>adding other sources to it and maybe it changes based

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<v S1>on those sources. It changes the conclusion of that subpart,

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<v S1>of that argument. And now the whole thing updates. And

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<v S1>the conclusion is maybe, oh, we're not sure. Or maybe

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<v S1>it switches it from yes to no or up to

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<v S1>down or whatever. The point is transparency. Okay. Too many

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<v S1>of our conversations about any topic, it becomes emotional because

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<v S1>it's too difficult to keep all these things in our

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<v S1>minds at once. Okay, a basic argument like it was

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<v S1>just made here about recycling has multiple sub claims in it,

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<v S1>and those individual sub claims need to be backed by data.

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<v S1>And it's very hard to do that just in our

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<v S1>brains when we're in the middle of a conversation, especially

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<v S1>if you're trying to like blast this out. You want

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<v S1>to have this conversation, you want to say, hey, recycling

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<v S1>is good or recycling is bad, or whatever the topic is,

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<v S1>but you try to put that on social media or somewhere.

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<v S1>You're basically writing a text thing, right? Which is trying

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<v S1>to convince someone, which is fine. We've been doing that forever.

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<v S1>But imagine where we could do this graphically, where we

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<v S1>could do this visually and show the connections of how

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<v S1>strong an individual claim is based on how much you

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<v S1>trust an individual source. Right. So that's the power of

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<v S1>this thing. And this is why I'm so excited about it.

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<v S1>And there's many, many more examples we're about to get into.

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<v S1>So each of those objects in that diagram is another

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<v S1>substrate component, right. The claims, the sources, they're all in

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<v S1>there and they're all in there inside of another repository

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<v S1>inside of the substrate project. So here's an example of

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<v S1>a source. New York Times, Associated Press, Breitbart. When people

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<v S1>make truth claims, it's important to be able to fact

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<v S1>check or research those claims to see their support and substrate.

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<v S1>Does this by maintaining a list of those sources that

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<v S1>we may or may not trust. That's the point. Some

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<v S1>people will trust different sources. Some people will not trust

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<v S1>different sources. Right. And that's up to them. Then it

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<v S1>just becomes a question of, okay, well, you should trust

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<v S1>this source and that becomes an argument by itself. Right

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<v S1>Now you can make an argument. Well, you're putting too

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<v S1>much weight onto a particular source or set of sources,

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<v S1>which let's look at a bunch of claims that they've

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<v S1>made recently and let's separately research those. And maybe that

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<v S1>argument is strong enough to make them discount that particular source,

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<v S1>whether that's The New York Times or Breitbart or whatever

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<v S1>it is. Right. So when somebody makes an argument or

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<v S1>a claim within an argument, it can be linked directly

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<v S1>to those sources that you do or do not trust.

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<v S1>And you can see the full argument and all of

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<v S1>its support. In one visual look at this claim. Inflation

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<v S1>fell by 2% under this particular person's term, right? This

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<v S1>argument includes this claim. This claim has this source, the AP,

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<v S1>this claim has this source. New York Times. So this

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<v S1>argument has a particular strength as a result of that.

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<v S1>So argument to claims to sources. And this is why

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<v S1>we're so excited about substrate. It's going to make things

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<v S1>that used to be almost impossible to discuss actually approachable

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<v S1>actually discussable, because we could break it down into its

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<v S1>individual pieces. So before you'd be like, you're just not

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<v S1>able to counter all my arguments and evidence because I'm

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<v S1>too smart. And now you could say, look, here's my argument.

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<v S1>Throw it up on the board. Maybe it's like a

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<v S1>little bit in the future or, you know, Apple Vision

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<v S1>Pro or whatever. And now it's actually a 3D thing.

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<v S1>You could turn it around like a piece of DNA

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<v S1>or something, right? Show me which claim you disagree with

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<v S1>or which source you disagree with that backs up those claims. Right.

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<v S1>So now we can just take this thing apart using

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<v S1>different sources or whatever and change the output. This will

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<v S1>enable far more logical and precise discussions that that is

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<v S1>what we're going for. This is just one example. This

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<v S1>is just the arguments example. So now I want to

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<v S1>take and like back up a little bit and think

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<v S1>about real world use cases for substrate. Overall okay. Sounds

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<v S1>really cool. What do you actually do with it. Exactly.

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<v S1>So this is my favorite. Keep in mind, this is

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<v S1>very early. It literally came out like two days ago.

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<v S1>But we've already got multiple use cases for this thing okay.

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<v S1>So let's get into these okay. The first one here

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<v S1>is describing yourself. This one is massive. Look at this.

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<v S1>This is pretty cool art. This uh, from Midjourney. It's, uh,

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<v S1>part of a design that I did for a previous piece.

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<v S1>But anyway. Yeah. So you can see these are meant

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<v S1>to represent the different connections of like, uh, goals to

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<v S1>mission to problems that she thinks are most important in

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<v S1>the world. Solutions. She thinks, uh, are the answers to

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<v S1>those problems. Different strategies, different projects she's working on. That's

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<v S1>what this, uh, AI art is meant to represent with

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<v S1>this graph. Little function here. But then you can have

0:13:15.153 --> 0:13:17.713
<v S1>labels assigned to that. And keep in mind this is

0:13:17.713 --> 0:13:20.353
<v S1>me looking at her in this coffee shop through my

0:13:20.353 --> 0:13:23.803
<v S1>AR glasses and seeing, okay, first of all, purple is

0:13:23.803 --> 0:13:27.583
<v S1>associated with engineering. Boom. She's an engineer. She's known for

0:13:27.583 --> 0:13:29.833
<v S1>being a friend. She's known for being a writer. So

0:13:29.833 --> 0:13:34.003
<v S1>I'm now seeing this person as she is, which she

0:13:34.003 --> 0:13:37.063
<v S1>has previously defined. So let's get into that. Many people

0:13:37.063 --> 0:13:41.413
<v S1>have trouble describing who they are and what they are about.

0:13:41.443 --> 0:13:46.123
<v S1>This is so critical with substrate, you can basically describe

0:13:46.123 --> 0:13:50.713
<v S1>yourself in any way you want to write text, audio, video, whatever,

0:13:50.713 --> 0:13:53.053
<v S1>even have a conversation with AI, which is not part

0:13:53.053 --> 0:13:56.203
<v S1>of substrate yet. But uh, there's lots of different ways

0:13:56.203 --> 0:13:58.783
<v S1>to do that, and it will be able to both

0:13:58.783 --> 0:14:03.823
<v S1>articulate and visualize you as a person. This is absolutely insane.

0:14:03.823 --> 0:14:06.533
<v S1>People have trouble describing who they are and what they're about.

0:14:06.533 --> 0:14:08.603
<v S1>This is going to help you do that. And if

0:14:08.603 --> 0:14:12.593
<v S1>you share your context or your substrate representations with others,

0:14:12.593 --> 0:14:14.483
<v S1>they'll be able to see what you're about. They'll be

0:14:14.483 --> 0:14:17.753
<v S1>able to see this. Okay. Now, of course, the visuals here,

0:14:17.753 --> 0:14:19.493
<v S1>the AR stuff, I mean that's going to take some

0:14:19.493 --> 0:14:23.483
<v S1>time that that's a separate project, right? That's just visualization

0:14:23.483 --> 0:14:26.603
<v S1>of data that's already there. Substrate is about creating that

0:14:26.603 --> 0:14:31.433
<v S1>data for you for organizations for whatever in these individual components.

0:14:31.433 --> 0:14:35.033
<v S1>So learning a person's values substrate will be a wonderful

0:14:35.033 --> 0:14:38.663
<v S1>way to start learning about someone or something, what they

0:14:38.663 --> 0:14:41.423
<v S1>care about, how they see the world, whatever. So imagine

0:14:41.423 --> 0:14:44.663
<v S1>having something like this available when you're looking at someone

0:14:44.663 --> 0:14:47.513
<v S1>or you're researching them. Okay, check this out. We got

0:14:47.513 --> 0:14:50.933
<v S1>a person here. Okay. Got this guy. It's like the

0:14:50.933 --> 0:14:55.323
<v S1>same coffee shop programmer, gamer, organizer. And you've got this

0:14:55.323 --> 0:14:58.053
<v S1>grid here, right? Or this graph here. So check this out.

0:14:58.053 --> 0:15:03.813
<v S1>Mission merged gaming and programming, continuous learning, community building innovation

0:15:03.813 --> 0:15:09.663
<v S1>and game dev values. Goals, projects, annual Pixel Jam AI,

0:15:09.663 --> 0:15:12.843
<v S1>MPC framework. These are things that he's working on to

0:15:12.843 --> 0:15:16.923
<v S1>further these particular projects. And these are the goals that

0:15:16.923 --> 0:15:20.803
<v S1>he's shooting for, for the mission of merging gaming and programming.

0:15:20.803 --> 0:15:24.103
<v S1>That's insane. So now I know about this person, and

0:15:24.103 --> 0:15:26.773
<v S1>if there's matches, then I could walk up to him

0:15:26.773 --> 0:15:29.143
<v S1>and be like, hey, I hear you're into this, or

0:15:29.143 --> 0:15:31.033
<v S1>I hear here you're into that. And now I have

0:15:31.033 --> 0:15:33.943
<v S1>a conversation to start. Or maybe my eye is having

0:15:33.943 --> 0:15:36.733
<v S1>that conversation with his eye. Whatever. It depends how far

0:15:36.733 --> 0:15:38.683
<v S1>in the future it is. But this will be a

0:15:38.683 --> 0:15:42.143
<v S1>wonderful way to learn about what somebody really cares about

0:15:42.143 --> 0:15:44.843
<v S1>and how they see the world. So check this out.

0:15:44.843 --> 0:15:48.713
<v S1>They believe the most important problems are these three problems.

0:15:48.713 --> 0:15:51.653
<v S1>This is really cool, and they believe the best solutions

0:15:51.653 --> 0:15:55.883
<v S1>are these solutions to those problems. And they intend to

0:15:55.883 --> 0:15:59.933
<v S1>track progress using the following KPIs. Boom, boom boom. Here

0:15:59.933 --> 0:16:02.933
<v S1>are the KPIs. So imagine if you match up with

0:16:02.933 --> 0:16:06.833
<v S1>somebody across all these different axes right? You match with

0:16:06.833 --> 0:16:10.673
<v S1>them on values, goals, beliefs, preferences. You could find friends,

0:16:10.673 --> 0:16:13.493
<v S1>you can find people to have conversations with. You can

0:16:13.493 --> 0:16:16.013
<v S1>find a mate, you could find a partner. This way

0:16:16.013 --> 0:16:18.863
<v S1>you could find business partners this way. So we're very

0:16:18.863 --> 0:16:21.983
<v S1>excited about the potential to spawn more human connection in

0:16:21.983 --> 0:16:26.333
<v S1>this way. Okay, so the next one here is visualizing arguments.

0:16:26.333 --> 0:16:29.273
<v S1>So when you have a given narrative or rumor or

0:16:29.273 --> 0:16:32.723
<v S1>conspiracy theory going viral, you'll be able to use substrate

0:16:32.723 --> 0:16:35.783
<v S1>to analyze the argument or claim and publish the results.

0:16:35.993 --> 0:16:37.973
<v S1>We already talked about this one. We already showed it.

0:16:37.973 --> 0:16:40.523
<v S1>So I'm just going to show another argument here and

0:16:40.523 --> 0:16:42.923
<v S1>zoom in. Pretty heavy. Look at this. We never went

0:16:42.923 --> 0:16:45.353
<v S1>to the moon. Look at this. Look at this. We

0:16:45.353 --> 0:16:48.863
<v S1>never went to the moon. Contradicted by contradicted by leads

0:16:48.863 --> 0:16:52.883
<v S1>to claim moon landings were faked. Look at this claim.

0:16:52.883 --> 0:16:55.353
<v S1>We never went to the moon. It leads to moon.

0:16:55.353 --> 0:17:00.093
<v S1>Landings were faked by NASA. Okay. And we have actions

0:17:00.093 --> 0:17:03.963
<v S1>which is contradicted by leads to. And then we have

0:17:03.963 --> 0:17:06.693
<v S1>another claim which is the red one. And then look

0:17:06.693 --> 0:17:11.133
<v S1>at this provides attempts to explain demonstrate. So again the

0:17:11.133 --> 0:17:14.163
<v S1>actions or the verbs. And then we have results. So

0:17:14.163 --> 0:17:19.093
<v S1>reflectors on the moon consistently reflect lasers back from the Earth.

0:17:19.123 --> 0:17:22.603
<v S1>I didn't think of this one. I actually dynamically created

0:17:22.603 --> 0:17:25.213
<v S1>this one just just for the launch of the project.

0:17:25.213 --> 0:17:28.483
<v S1>And that was a great one. Okay, what is bouncing

0:17:28.483 --> 0:17:31.693
<v S1>lasers off the moon if there aren't reflectors on the moon,

0:17:31.693 --> 0:17:34.483
<v S1>which means somebody put them there. So I guess maybe

0:17:34.483 --> 0:17:37.213
<v S1>that would take you into aliens, but that's a separate topic. Okay.

0:17:37.213 --> 0:17:41.833
<v S1>Multiple countries have independently verified moon landings. Over £800 of

0:17:41.833 --> 0:17:45.163
<v S1>moon rocks have been studied worldwide, so you've got a

0:17:45.163 --> 0:17:48.223
<v S1>collection of evidence that starts to add up. Conclusion. False.

0:17:48.253 --> 0:17:52.753
<v S1>Overwhelming evidence supports moon landings, and this is just one

0:17:52.753 --> 0:17:55.303
<v S1>level deep. You can go even deeper with sub claims

0:17:55.303 --> 0:17:58.153
<v S1>and sub claims and pointing to the various sources with

0:17:58.153 --> 0:18:00.763
<v S1>actual citations, like you can go as far as you

0:18:00.763 --> 0:18:03.523
<v S1>want with this and have it all stored right there

0:18:03.523 --> 0:18:06.473
<v S1>inside of substrate. So you'll be able to see, for example,

0:18:06.473 --> 0:18:10.913
<v S1>that they're making the following arguments, which include the following claims,

0:18:10.913 --> 0:18:14.513
<v S1>which we fact checked using the following sources which resulted

0:18:14.513 --> 0:18:19.253
<v S1>in the following results which, using the following methodology, leads

0:18:19.253 --> 0:18:22.073
<v S1>us to this conclusion. So I don't know if you

0:18:22.073 --> 0:18:25.973
<v S1>remember Snopes, but Snopes was a basically a rumor denier

0:18:25.973 --> 0:18:29.393
<v S1>or approver. It was like, yes, this sounds like it's

0:18:29.393 --> 0:18:31.763
<v S1>not true, but it's actually true. Or it would be like,

0:18:31.763 --> 0:18:33.563
<v S1>that sounds like it's true, but it's actually not true.

0:18:33.563 --> 0:18:36.773
<v S1>But this is like Snopes, except for in a way

0:18:36.773 --> 0:18:41.063
<v S1>that you can visually explore and you can individually validate

0:18:41.063 --> 0:18:46.163
<v S1>each particular component. So any particular background can now evaluate

0:18:46.163 --> 0:18:49.193
<v S1>this with more transparency than it's ever been possible. And

0:18:49.193 --> 0:18:51.713
<v S1>they could see the pieces. And of course people will

0:18:51.713 --> 0:18:54.053
<v S1>be able to add all their favorite sources. Right. They

0:18:54.053 --> 0:18:57.633
<v S1>could build arguments, they could evaluate the same argument using

0:18:57.633 --> 0:18:59.703
<v S1>a different set of sauces and see if the conclusion

0:18:59.703 --> 0:19:02.133
<v S1>comes up different. So this is why we're excited about

0:19:02.133 --> 0:19:04.833
<v S1>this particular argument piece, which we've spent a lot of

0:19:04.833 --> 0:19:07.413
<v S1>time on, because it's really important. This has the potential

0:19:07.413 --> 0:19:12.453
<v S1>to significantly strengthen our shared understanding of reality, and will

0:19:12.453 --> 0:19:14.883
<v S1>allow us to disagree with each other in a far

0:19:14.883 --> 0:19:17.523
<v S1>healthier way. Here's one for the claim that there's a

0:19:17.523 --> 0:19:21.543
<v S1>tiny teapot orbiting the sun. Okay, so there's a tiny

0:19:21.543 --> 0:19:26.163
<v S1>teapot orbiting the sun investigated by space mission data claimed

0:19:26.163 --> 0:19:28.563
<v S1>the teapot is too small to be detected by our

0:19:28.563 --> 0:19:33.423
<v S1>current instruments. Result no unusual objects detected. No evidence of

0:19:33.423 --> 0:19:39.213
<v S1>teapot found. Support. Support. Conclusion. False. Insufficient evidence to support

0:19:39.213 --> 0:19:42.033
<v S1>the claim, which is exactly what it should say, right?

0:19:42.033 --> 0:19:44.423
<v S1>You can't prove that it's not there, but not being

0:19:44.423 --> 0:19:46.553
<v S1>able to prove that it's not there is not evidence

0:19:46.553 --> 0:19:48.863
<v S1>that it is there. Right. So and that's what we

0:19:48.863 --> 0:19:51.833
<v S1>end up getting to okay. So this is all additive.

0:19:51.833 --> 0:19:56.723
<v S1>It all starts compounding and adding in with itself okay.

0:19:56.723 --> 0:20:02.573
<v S1>So now we're talking about substrate plus I leading to

0:20:02.573 --> 0:20:07.433
<v S1>actual action. Yeah yeah yeah I this I that uh,

0:20:07.433 --> 0:20:10.433
<v S1>totally get it. But this is different. This is not

0:20:10.433 --> 0:20:14.933
<v S1>about I okay. The substrate is not about I. It's

0:20:14.933 --> 0:20:18.053
<v S1>about human meaning and progress. I is just a tool

0:20:18.053 --> 0:20:21.233
<v S1>for helping that along. So think about this with everything

0:20:21.233 --> 0:20:24.893
<v S1>you've heard so far about substrate and what's simultaneously happening

0:20:24.893 --> 0:20:27.833
<v S1>inside the world of I. So context sizes, which is

0:20:27.833 --> 0:20:30.143
<v S1>basically the size of prompts that you can use, are

0:20:30.143 --> 0:20:34.283
<v S1>increasing massively. And inference costs, which is basically a fancy

0:20:34.313 --> 0:20:38.363
<v S1>way of saying the cost to run individual AI pulls

0:20:38.363 --> 0:20:42.803
<v S1>or questions are massively falling. Okay, what this means is

0:20:42.803 --> 0:20:46.133
<v S1>we can basically like chocolate and peanut butter this thing

0:20:46.163 --> 0:20:50.483
<v S1>together with Substrate's ability to have all of these things

0:20:50.483 --> 0:20:55.653
<v S1>stored in very neat, structured ways and being seen together

0:20:55.653 --> 0:21:00.153
<v S1>in graphs combined with AI's ability to hold multiple things

0:21:00.153 --> 0:21:03.243
<v S1>in its mind at once, and then perform really cool

0:21:03.243 --> 0:21:08.793
<v S1>actions and answer questions and make recommendations. So this combination

0:21:08.793 --> 0:21:13.473
<v S1>is absolutely insane. So we could feed AI with our goals. Okay,

0:21:13.473 --> 0:21:16.263
<v S1>us as an individual, us as a county, us as

0:21:16.263 --> 0:21:20.953
<v S1>a city, us as a company. Us as a country. Okay, goals, KPIs,

0:21:20.953 --> 0:21:25.873
<v S1>risks and have it help us untangle these, discuss them,

0:21:25.873 --> 0:21:30.403
<v S1>debate about them, vote on them, whatever, and then take action. Okay,

0:21:30.403 --> 0:21:34.153
<v S1>so here's some of the examples that we're most excited

0:21:34.153 --> 0:21:38.173
<v S1>about for for this combination of substrate plus I. So

0:21:38.173 --> 0:21:43.783
<v S1>first one science automated hypothesis to results workflows. So one

0:21:43.783 --> 0:21:46.243
<v S1>big problem with science is that it takes so long

0:21:46.273 --> 0:21:49.033
<v S1>to do science. And this is why it takes so long.

0:21:49.033 --> 0:21:51.373
<v S1>Because look at look at all the different things you

0:21:51.373 --> 0:21:53.953
<v S1>have to go through. It's hard to come up with ideas.

0:21:53.953 --> 0:21:56.683
<v S1>It's hard to design experiments. It's hard to find funding

0:21:56.713 --> 0:21:59.863
<v S1>to do the experiments. It's hard to interpret the results.

0:21:59.863 --> 0:22:02.203
<v S1>It's hard to publish the results, and it's hard to

0:22:02.203 --> 0:22:04.963
<v S1>get those results in front of the right people who

0:22:04.963 --> 0:22:07.673
<v S1>actually have influence and might want to do something. So

0:22:07.673 --> 0:22:10.313
<v S1>now imagine that we have our list of problems, our

0:22:10.313 --> 0:22:13.733
<v S1>list of proposed experiments, all within substrate, a list of

0:22:13.733 --> 0:22:17.933
<v S1>funding sources, also within substrate. They're all there. Now I

0:22:17.963 --> 0:22:21.383
<v S1>can help us to do almost every step in that

0:22:21.383 --> 0:22:25.013
<v S1>difficulty chain we just talked about above. Okay. So I

0:22:25.043 --> 0:22:29.543
<v S1>can help us come up with or collect ideas and hypotheses.

0:22:29.543 --> 0:22:32.093
<v S1>It can help us design experiments. It can help us

0:22:32.093 --> 0:22:34.943
<v S1>collect and evaluate the best funding sources, because it's got

0:22:34.943 --> 0:22:37.193
<v S1>the full list right there. So it could be like, okay,

0:22:37.193 --> 0:22:39.923
<v S1>based on this, based on what your goals and your

0:22:39.923 --> 0:22:42.383
<v S1>mission and what you're trying to do here, these are

0:22:42.383 --> 0:22:45.413
<v S1>the types of groups that are most likely to want

0:22:45.413 --> 0:22:48.503
<v S1>to fund you. Okay. Requesting funding now that it knows

0:22:48.503 --> 0:22:50.903
<v S1>those groups, maybe it knows how to contact them because

0:22:50.903 --> 0:22:53.483
<v S1>that information is inside a substrate. Okay. So we can

0:22:53.483 --> 0:22:56.433
<v S1>write the perfect pitch for you to get funding, help.

0:22:56.433 --> 0:22:59.193
<v S1>You set up the experiments, and we're going to need

0:22:59.193 --> 0:23:01.353
<v S1>some humans and or robots to help with that part.

0:23:01.353 --> 0:23:05.943
<v S1>But whatever. Running and monitoring the experiments, interpreting the results,

0:23:05.943 --> 0:23:09.723
<v S1>all of this really, really right in the wheelhouse of AI,

0:23:09.753 --> 0:23:13.323
<v S1>writing the paper and sharing the paper also possible with

0:23:13.323 --> 0:23:16.113
<v S1>AI and getting better all the time. So in other words,

0:23:16.113 --> 0:23:19.893
<v S1>we're talking about hypothesis to propose experiment to looking at

0:23:19.893 --> 0:23:24.333
<v S1>funding sources, to acquiring funding, to running experiments, to publishing

0:23:24.333 --> 0:23:28.773
<v S1>the results, to actually making progress. So in the beginning,

0:23:28.773 --> 0:23:31.083
<v S1>this is still going to require a lot of human help, right?

0:23:31.083 --> 0:23:35.193
<v S1>Especially at the idea and the running of the experiment phases.

0:23:35.193 --> 0:23:37.683
<v S1>But over time, I will get better at that as well.

0:23:37.683 --> 0:23:41.553
<v S1>But what we're talking about ultimately with this right here

0:23:41.553 --> 0:23:46.073
<v S1>is the acceleration of science. Right. Because this cycle right

0:23:46.073 --> 0:23:48.173
<v S1>here is leading to a whole bunch of failures and

0:23:48.173 --> 0:23:50.693
<v S1>making us move on to do something else instead. But

0:23:50.693 --> 0:23:52.913
<v S1>this whole pipeline, and I want to give credit to

0:23:52.913 --> 0:23:56.573
<v S1>Joseph Thacker for thinking about a very similar thing at

0:23:56.573 --> 0:24:00.353
<v S1>a similar time, like a year ago, talking about experiments

0:24:00.353 --> 0:24:04.853
<v S1>and hypotheses and testing and stuff like that. So a

0:24:04.853 --> 0:24:09.313
<v S1>lot of people probably thinking very similar things along these lines.

0:24:09.313 --> 0:24:11.983
<v S1>But we are so excited about this. The idea of

0:24:11.983 --> 0:24:16.303
<v S1>just being able to experiment and advance our knowledge forward

0:24:16.303 --> 0:24:18.823
<v S1>through the most powerful mechanism that we're aware of, which

0:24:18.823 --> 0:24:24.103
<v S1>is science accountability. Okay, this one's insane. Monitoring crime and

0:24:24.103 --> 0:24:27.943
<v S1>corruption okay. So the reason it's so easy to get

0:24:27.943 --> 0:24:30.853
<v S1>away with corruption and crime right now is because there

0:24:30.853 --> 0:24:36.113
<v S1>aren't enough people watching gangs, cartels, embezzlers, dirty politicians. They're

0:24:36.113 --> 0:24:40.223
<v S1>actually dropping evidence all the time. There's receipts, there's like travel,

0:24:40.223 --> 0:24:44.363
<v S1>there's tickets, there's cameras. There's lots of different ways to

0:24:44.363 --> 0:24:47.093
<v S1>know that a particular person was in a particular place,

0:24:47.093 --> 0:24:50.603
<v S1>and they're not even being that careful, because it's actually

0:24:50.603 --> 0:24:53.243
<v S1>so difficult to go and collect that stuff and bring

0:24:53.243 --> 0:24:56.133
<v S1>it together into a narrative. So it usually takes a

0:24:56.133 --> 0:25:00.063
<v S1>major journalist team or a massive law enforcement operation to

0:25:00.063 --> 0:25:04.383
<v S1>dump thousands of hours of highly skilled work to collect

0:25:04.383 --> 0:25:06.873
<v S1>all this different evidence. Okay, then you have to do

0:25:06.873 --> 0:25:10.203
<v S1>the analysis. Then you have to formulate the conclusions. Then

0:25:10.203 --> 0:25:12.033
<v S1>you have to document all of this. Then you have

0:25:12.033 --> 0:25:13.563
<v S1>to like take it to the media. You have to

0:25:13.563 --> 0:25:16.833
<v S1>get in front of people. And most crime and corruption

0:25:16.833 --> 0:25:20.613
<v S1>slips by because nobody is simply watching. There aren't enough journalists.

0:25:20.613 --> 0:25:24.093
<v S1>There aren't enough law enforcement teams who have the skills

0:25:24.093 --> 0:25:26.043
<v S1>to do this stuff. And even if they had the skills,

0:25:26.043 --> 0:25:28.773
<v S1>they don't have the resources and the time. So substrate

0:25:28.773 --> 0:25:32.253
<v S1>plus AI versus dirty politician, this is a use case.

0:25:32.253 --> 0:25:35.313
<v S1>So let's take substrate with some AI added on. And

0:25:35.313 --> 0:25:38.043
<v S1>let's think about a dirty politician who is taking massive

0:25:38.043 --> 0:25:41.283
<v S1>gifts from a particular lobbyist. Let's say this is some

0:25:41.283 --> 0:25:46.193
<v S1>dirty Democrat, some dirty Republican. Independent doesn't matter. This has

0:25:46.193 --> 0:25:48.683
<v S1>nothing to do with that. Problem is, there are so

0:25:48.683 --> 0:25:52.853
<v S1>many donations. There are so many lobbyists, so many representatives,

0:25:52.853 --> 0:25:56.813
<v S1>so many actual laws and bills and so many votes.

0:25:56.813 --> 0:25:59.693
<v S1>But guess what? It's all public. We're talking about the

0:25:59.693 --> 0:26:03.593
<v S1>US here. This is all public information. It is required

0:26:03.593 --> 0:26:06.533
<v S1>by law that all the stuff is posted. The lobbyist

0:26:06.533 --> 0:26:10.463
<v S1>groups must actually register themselves. The donations that they make

0:26:10.463 --> 0:26:14.093
<v S1>to any particular representative, they have to be public records

0:26:14.093 --> 0:26:17.663
<v S1>of meetings. I believe those are also public, and so

0:26:17.663 --> 0:26:22.703
<v S1>are all the votes that representatives make on bills where

0:26:22.703 --> 0:26:26.453
<v S1>lobbyists have been donating and trying to influence. So a

0:26:26.453 --> 0:26:29.543
<v S1>nonprofit or even just a project, a small project that

0:26:29.543 --> 0:26:31.853
<v S1>comes out of substrate or whatever, just a bunch of

0:26:31.853 --> 0:26:34.523
<v S1>open source people could use AI to collect all of

0:26:34.523 --> 0:26:37.823
<v S1>these different things, continuously put them in substrate, and they're

0:26:37.823 --> 0:26:40.313
<v S1>already going in substrate because we're about to start dumping

0:26:40.313 --> 0:26:43.283
<v S1>all the laws, all the different voting records, all the

0:26:43.283 --> 0:26:48.053
<v S1>different histories for each lobbyist and also for each representative,

0:26:48.053 --> 0:26:51.323
<v S1>all that goes right into substrate to inspect. And then

0:26:51.323 --> 0:26:54.593
<v S1>I can ingest all of that at any given moment

0:26:54.593 --> 0:26:57.903
<v S1>and basically tell us this. Here are all the bills

0:26:57.903 --> 0:27:00.423
<v S1>written by that person. Here are all the summaries of

0:27:00.423 --> 0:27:03.393
<v S1>those bills. Basically, what are they trying to do? Here's

0:27:03.393 --> 0:27:08.733
<v S1>who those bills helped and who they hurt. Right? Here

0:27:08.733 --> 0:27:12.003
<v S1>are all the lobbyists that care about those particular issues.

0:27:12.003 --> 0:27:16.563
<v S1>Here are all the donations that those groups made to

0:27:16.563 --> 0:27:20.673
<v S1>those representatives or that particular representative. And here's how the

0:27:20.673 --> 0:27:24.213
<v S1>representative voted on every single bill. Then guess what? The

0:27:24.213 --> 0:27:27.453
<v S1>AI is really good at, which we already know. Okay.

0:27:27.453 --> 0:27:31.443
<v S1>Perform a comprehensive analysis of all legislation created and voted

0:27:31.443 --> 0:27:34.503
<v S1>on from Bill Myers, Senator from Arkansas. I made that up.

0:27:34.503 --> 0:27:37.593
<v S1>Hopefully there is no one like that cross-referenced with every

0:27:37.593 --> 0:27:41.133
<v S1>single donation ever made to him, every dinner he's ever

0:27:41.133 --> 0:27:45.163
<v S1>attended with them, every gift he's ever received, etc. finally,

0:27:45.163 --> 0:27:47.263
<v S1>give me your assessment of whether or not he is

0:27:47.263 --> 0:27:51.463
<v S1>being unduly influenced by this lobbyist and give me your

0:27:51.463 --> 0:27:54.583
<v S1>reasons for this conclusion. Then it comes back with something

0:27:54.583 --> 0:27:59.293
<v S1>like this assessment. This is a compromised politician reasoning. Osint

0:27:59.293 --> 0:28:03.913
<v S1>reveals you can have Osint going and researching various things

0:28:03.913 --> 0:28:07.843
<v S1>that this person is doing. Again, all public, all legal. Right?

0:28:07.843 --> 0:28:11.243
<v S1>We're not talking about nasty stuff here. We're talking about legal.

0:28:11.243 --> 0:28:16.913
<v S1>Public documents reveals that he was illegally gifted a small

0:28:16.913 --> 0:28:20.063
<v S1>yacht last year, which he tweeted about and later deleted.

0:28:20.063 --> 0:28:22.853
<v S1>He's had 31 dinners in the last 18 months with

0:28:22.853 --> 0:28:27.203
<v S1>them totaling over like almost $15,000. Osint reveals that the

0:28:27.203 --> 0:28:32.483
<v S1>Lobbyist's president used considerable influence to get Bill Meyer's daughter

0:28:32.483 --> 0:28:35.813
<v S1>admitted to an exclusive private school that she wasn't actually

0:28:35.813 --> 0:28:39.263
<v S1>qualified for. Every vote he's made about this particular issue

0:28:39.293 --> 0:28:42.443
<v S1>has been in the direction that the lobbyist actually wants

0:28:42.443 --> 0:28:46.613
<v S1>to happen, and previous votes before they started the relationship,

0:28:46.613 --> 0:28:50.543
<v S1>the politician used to vote in the opposite direction. Therefore,

0:28:50.573 --> 0:28:53.903
<v S1>the conclusion from this I. And by the way, you

0:28:53.903 --> 0:28:56.663
<v S1>published the algorithm for the AI as well. We've got

0:28:56.663 --> 0:29:00.353
<v S1>another project called fabric, where you publish the actual thoughts

0:29:00.353 --> 0:29:04.433
<v S1>and directions given to the AIS so that they're inspectable. Right?

0:29:04.433 --> 0:29:06.833
<v S1>You you don't want people to think, oh, they came

0:29:06.833 --> 0:29:09.383
<v S1>to that conclusion because it's biased. No. You can look

0:29:09.383 --> 0:29:12.353
<v S1>and see the actual instructions given to the AI to

0:29:12.353 --> 0:29:15.503
<v S1>evaluate this thing impartially. So now you could trust this

0:29:15.503 --> 0:29:18.833
<v S1>thing with a very high rate of confidence, because you

0:29:18.833 --> 0:29:21.213
<v S1>could see how it's thinking and you could see all

0:29:21.213 --> 0:29:24.753
<v S1>the data sources, just like before with arguments. So basically,

0:29:24.753 --> 0:29:30.303
<v S1>the incredibly important objects of legislation, votes, etc. are all

0:29:30.303 --> 0:29:34.623
<v S1>things that can be monitored and collected and stored within substrate.

0:29:34.623 --> 0:29:39.303
<v S1>So that's that one next one here. Leadership. This is absolutely,

0:29:39.303 --> 0:29:43.953
<v S1>absolutely powerful okay. I've been a consultant for a couple

0:29:43.953 --> 0:29:46.933
<v S1>of decades now and I've worked with hundreds of startups,

0:29:46.933 --> 0:29:51.823
<v S1>so many large corporations, and a big, big problem for

0:29:51.823 --> 0:30:00.043
<v S1>most organizations. And that includes governments, families, individuals, startups, corporations.

0:30:00.043 --> 0:30:03.883
<v S1>Everything is that they don't have clarity. Just like a person.

0:30:03.883 --> 0:30:06.163
<v S1>It's hard to know what they think the issues are,

0:30:06.163 --> 0:30:09.463
<v S1>what they specifically plan on doing, and how they plan

0:30:09.463 --> 0:30:13.003
<v S1>to measure progress. So we see this with business leaders

0:30:13.003 --> 0:30:16.093
<v S1>and we see this with politicians. So with substrate, we

0:30:16.093 --> 0:30:19.543
<v S1>intend to make it so that check this out. Every

0:30:19.543 --> 0:30:22.783
<v S1>leader will need to have a full detailed plan that

0:30:22.783 --> 0:30:27.043
<v S1>has the following components. Imagine if everyone had this when

0:30:27.043 --> 0:30:30.433
<v S1>they were pitching some plan for the high school, or

0:30:30.433 --> 0:30:33.073
<v S1>some plan to be a principal, or some plan to

0:30:33.083 --> 0:30:35.993
<v S1>be a community leader, or some plan to be a

0:30:35.993 --> 0:30:38.993
<v S1>politician or whatever it is. Here's what I think the

0:30:38.993 --> 0:30:42.293
<v S1>problems are. Remember, this is a problem object inside of

0:30:42.293 --> 0:30:44.483
<v S1>substrate so you can actually look at them. Here's what

0:30:44.483 --> 0:30:47.363
<v S1>I think the problems are. And coming off of the

0:30:47.363 --> 0:30:50.363
<v S1>problem here's what I think the solutions are. Here are

0:30:50.363 --> 0:30:54.683
<v S1>my proposed strategies for accomplishing that. Here are the KPIs.

0:30:54.683 --> 0:30:57.923
<v S1>These are the metrics. Here's how actually going to measure myself.

0:30:57.923 --> 0:31:01.043
<v S1>And how about this fire me if I don't get

0:31:01.043 --> 0:31:05.093
<v S1>the KPIs to this number by this date. So at

0:31:05.093 --> 0:31:07.343
<v S1>the end of the three and a half years when

0:31:07.343 --> 0:31:10.883
<v S1>I'm going back up for reelection, I expect whatever the

0:31:10.883 --> 0:31:13.403
<v S1>thing is, uh, the number of kids who don't go

0:31:13.403 --> 0:31:16.733
<v S1>hungry in this high school, the literacy level in this

0:31:16.733 --> 0:31:20.213
<v S1>high school, the unemployment rate, whatever it is, doesn't matter

0:31:20.213 --> 0:31:23.803
<v S1>if I don't improve that number by X amount. By

0:31:23.803 --> 0:31:26.533
<v S1>this date, you have my permission to vote me out.

0:31:26.563 --> 0:31:30.943
<v S1>Imagine having that level of clarity and accountability for any

0:31:30.943 --> 0:31:34.903
<v S1>leader trying to get any job doing anything. So really

0:31:34.903 --> 0:31:38.413
<v S1>excited about that one. Okay, next one here. This is

0:31:38.413 --> 0:31:40.603
<v S1>the best one okay. I saved the best for last.

0:31:40.603 --> 0:31:43.183
<v S1>These are all adding on each other. Watch this. Look

0:31:43.183 --> 0:31:46.753
<v S1>at this. I did a post a while back about

0:31:46.753 --> 0:31:51.073
<v S1>how companies are essentially graphs of algorithms, and I encourage

0:31:51.073 --> 0:31:52.933
<v S1>you to go check that out. I've got the link

0:31:52.933 --> 0:31:55.783
<v S1>down here below, but it's like, okay, you have a

0:31:55.783 --> 0:31:59.203
<v S1>company that processes bad images come in, they send them

0:31:59.203 --> 0:32:02.263
<v S1>to you on the website, and you then do a

0:32:02.263 --> 0:32:04.873
<v S1>number of things to that photo, right? You do a

0:32:04.873 --> 0:32:07.873
<v S1>high quality scan, you repair it, you stylize it, you

0:32:07.873 --> 0:32:10.183
<v S1>caption it, you send it to the user. Then there's

0:32:10.183 --> 0:32:13.603
<v S1>a marketing group. A marketing group has an idea. It

0:32:13.603 --> 0:32:15.943
<v S1>shares it with a team. They decide on the best version.

0:32:15.943 --> 0:32:18.433
<v S1>They do this, they do a final vote. They do

0:32:18.433 --> 0:32:22.543
<v S1>a launch campaign. Okay, or the uploading process. Visit the

0:32:22.543 --> 0:32:25.813
<v S1>website create account, click the upload link. These are all

0:32:25.813 --> 0:32:29.503
<v S1>individual steps okay, these are just algorithms. And this is

0:32:29.503 --> 0:32:32.863
<v S1>a graph of algorithms where they're all connected. And you

0:32:32.863 --> 0:32:35.813
<v S1>can break these into smaller and smaller pieces until you

0:32:35.813 --> 0:32:39.473
<v S1>eventually see the world in this way. Okay. I'm just

0:32:39.473 --> 0:32:42.263
<v S1>going to click into this thing just to highlight this

0:32:42.263 --> 0:32:45.353
<v S1>a little bit. This is what it ends up looking like. Okay.

0:32:45.353 --> 0:32:48.833
<v S1>It looks like this is what your companies are going

0:32:48.833 --> 0:32:52.673
<v S1>to look like before too long okay. Not your companies.

0:32:52.673 --> 0:32:56.213
<v S1>Everyone's company okay. AI consultancies are going to come in.

0:32:56.213 --> 0:32:58.683
<v S1>They're going to see the world in this way. Everything

0:32:58.683 --> 0:33:02.163
<v S1>is a process. Everything is a set of components. Okay?

0:33:02.163 --> 0:33:05.043
<v S1>You got human decisions here. You got human teams here.

0:33:05.043 --> 0:33:07.383
<v S1>Maybe the red are all the places that it's human

0:33:07.383 --> 0:33:09.963
<v S1>and AI wants to replace that. Maybe the red is

0:33:09.963 --> 0:33:12.723
<v S1>it's a little bit too manual. Maybe the red is

0:33:12.723 --> 0:33:16.593
<v S1>the efficiency numbers are too low or it takes too long.

0:33:16.593 --> 0:33:18.693
<v S1>Doesn't matter. You could drill in. You could see this

0:33:18.693 --> 0:33:21.033
<v S1>is actually a human team. They actually need more people.

0:33:21.033 --> 0:33:24.093
<v S1>We need to hire more people, etc. the point is,

0:33:24.093 --> 0:33:27.663
<v S1>you can look at any company or any process as

0:33:27.663 --> 0:33:29.973
<v S1>a series of these components, which is part of a

0:33:29.973 --> 0:33:33.243
<v S1>larger process which has a flow. Okay. That's the important

0:33:33.243 --> 0:33:36.273
<v S1>part here. Okay. Yeah. This is the piece here. Companies

0:33:36.273 --> 0:33:38.853
<v S1>are just graphs of algorithms. But think of it this

0:33:38.853 --> 0:33:41.163
<v S1>way I don't think I went far enough with that.

0:33:41.163 --> 0:33:45.333
<v S1>Everything can be conceptualized in this way. Everything can be

0:33:45.333 --> 0:33:49.173
<v S1>conceptualized in this way as a process. So essentially what

0:33:49.173 --> 0:33:51.963
<v S1>you have is you have a current state of things, right?

0:33:51.963 --> 0:33:54.963
<v S1>State of the universe, but smaller down to a scale

0:33:54.963 --> 0:33:57.423
<v S1>that we're dealing with, like a company or a process

0:33:57.423 --> 0:33:59.823
<v S1>or a team or a department. Okay. Then we have

0:33:59.823 --> 0:34:03.693
<v S1>an action or event, like a decision is made. Um,

0:34:03.693 --> 0:34:07.413
<v S1>you know, customer does a particular thing. They buy a thing.

0:34:07.413 --> 0:34:10.143
<v S1>We need to pay out an insurance policy, whatever the

0:34:10.163 --> 0:34:12.263
<v S1>thing is. Right? And then that results in a new

0:34:12.263 --> 0:34:17.843
<v S1>state of things. So previous state action thing happens a cause.

0:34:17.843 --> 0:34:19.943
<v S1>And then you have like an effect which is the outcome,

0:34:19.943 --> 0:34:22.463
<v S1>which is the result. And if we add human components

0:34:22.463 --> 0:34:26.393
<v S1>into this like people's jobs or making decisions, and we

0:34:26.393 --> 0:34:28.313
<v S1>do this for like running a business or a country

0:34:28.313 --> 0:34:30.923
<v S1>or family, we have additional pieces, right? We have people,

0:34:30.923 --> 0:34:33.983
<v S1>we have decisions, we have strategies. We have lessons learned.

0:34:33.983 --> 0:34:37.733
<v S1>We have conclusions. We have reasons. All of these are

0:34:37.733 --> 0:34:42.023
<v S1>substrate components. There aren't infinite numbers of these. These are

0:34:42.023 --> 0:34:45.143
<v S1>all look, what was the decision made? There aren't that

0:34:45.143 --> 0:34:49.163
<v S1>many decisions okay. Buy more stock. Um, hire more people.

0:34:49.163 --> 0:34:52.103
<v S1>This is the type of decision in there, right? Again,

0:34:52.103 --> 0:34:54.653
<v S1>which we can connect and see visually. And what that

0:34:54.653 --> 0:34:57.443
<v S1>results in is a way to tie together all of

0:34:57.443 --> 0:35:00.743
<v S1>this into much larger graphs, graphs that we could use

0:35:00.743 --> 0:35:05.093
<v S1>to describe the operations of anything a family, company, or

0:35:05.093 --> 0:35:08.813
<v S1>even a country. So here's one for a small company.

0:35:08.813 --> 0:35:11.993
<v S1>And I made this live. This is actual like I

0:35:11.993 --> 0:35:14.603
<v S1>put in some fake company stuff. Look at this. No

0:35:14.603 --> 0:35:18.773
<v S1>customers website visitor quality lead. Yes. No. Okay. Goes down.

0:35:18.773 --> 0:35:21.383
<v S1>Look at this. Breaks down the thing. This is how

0:35:21.383 --> 0:35:24.243
<v S1>we're about to see our companies. We're about to see

0:35:24.243 --> 0:35:27.123
<v S1>all of anything that humans do as a set of

0:35:27.123 --> 0:35:30.303
<v S1>processes like this. And it's fine if you want to

0:35:30.303 --> 0:35:34.533
<v S1>resist this, but trust me, this is coming because the

0:35:34.533 --> 0:35:38.553
<v S1>consultancies are coming. I got to stop for you. 40%

0:35:38.553 --> 0:35:43.113
<v S1>of McKinsey's business right now is already in AI consulting. 40%.

0:35:43.113 --> 0:35:44.973
<v S1>This thing happened like a year and a half ago.

0:35:44.973 --> 0:35:48.603
<v S1>They are already doing almost half their business doing this.

0:35:48.603 --> 0:35:51.333
<v S1>They're doing this. They're coming in. They're looking at companies

0:35:51.333 --> 0:35:54.033
<v S1>and saying, what can I optimize? What can I improve?

0:35:54.033 --> 0:35:57.123
<v S1>So that's pretty cool. We can create that. But that's

0:35:57.123 --> 0:35:59.553
<v S1>not the full power of this yet. Check this out.

0:35:59.553 --> 0:36:02.643
<v S1>The smarter the AI gets, it's not only going to

0:36:02.643 --> 0:36:06.603
<v S1>see this and describe it and make some recommendations, but no,

0:36:06.603 --> 0:36:09.753
<v S1>it can optimize the stuff. In other words, this is

0:36:09.753 --> 0:36:12.133
<v S1>just the current state. What about future state? What about

0:36:12.133 --> 0:36:15.643
<v S1>recommended state? Should this company merge departments? Where can we

0:36:15.643 --> 0:36:18.073
<v S1>add more people? What kind of people should we hire?

0:36:18.073 --> 0:36:21.673
<v S1>Which processes here are inefficient which can be replaced by AI?

0:36:21.673 --> 0:36:24.133
<v S1>That's going to be the number one question somebody is asking.

0:36:24.133 --> 0:36:26.593
<v S1>Where can we use more human decision making? If we

0:36:26.593 --> 0:36:30.103
<v S1>wanted to grow, where would that happen? Now imagine this

0:36:30.103 --> 0:36:35.063
<v S1>for a family, a corporation, a church, a city, a county, etc.

0:36:35.063 --> 0:36:37.553
<v S1>and keep in mind, the more data that you have here,

0:36:37.553 --> 0:36:40.463
<v S1>the better, right? You can. You can pull in all

0:36:40.463 --> 0:36:44.543
<v S1>the data about conversion rates, churn rates, like whatever data

0:36:44.543 --> 0:36:47.543
<v S1>you have that comes in. That's part of this whole equation.

0:36:47.543 --> 0:36:50.903
<v S1>So here's an example for a security team because my

0:36:50.903 --> 0:36:54.803
<v S1>background is in security. So it currently takes 3.5 business

0:36:54.803 --> 0:36:59.003
<v S1>days to complete a security assessment. Delays in security assessment

0:36:59.003 --> 0:37:02.873
<v S1>turnaround are the number one complaint in the engineering survey.

0:37:02.873 --> 0:37:06.863
<v S1>So the security group sends a survey to engineering and says, hey,

0:37:06.863 --> 0:37:09.263
<v S1>what do you love and what do you hate about security?

0:37:09.263 --> 0:37:11.603
<v S1>This is their number one complaint. It takes too long

0:37:11.633 --> 0:37:14.423
<v S1>to get stuff back. So you're slowing us down. So

0:37:14.423 --> 0:37:17.393
<v S1>if we switch to the new flex scan model, which

0:37:17.393 --> 0:37:19.943
<v S1>is a new model for doing security assessments in a

0:37:19.943 --> 0:37:23.923
<v S1>more flexible way using fewer generalist security testers were able

0:37:23.923 --> 0:37:27.673
<v S1>to complete type B and type C assessments 94% faster.

0:37:27.703 --> 0:37:30.673
<v S1>This will give our senior testers two extra days to

0:37:30.673 --> 0:37:33.823
<v S1>do a high impact security assessments, and this will also

0:37:33.823 --> 0:37:37.393
<v S1>likely make engineering much happier with security and make them

0:37:37.393 --> 0:37:40.903
<v S1>more likely to cooperate on our goals. So there's multiple

0:37:40.903 --> 0:37:44.623
<v S1>steps the full articulation and breakdown of how a process

0:37:44.623 --> 0:37:47.853
<v S1>is currently running. Visualization of that process to help with

0:37:47.853 --> 0:37:51.723
<v S1>human understanding, and then analysis by AI of how to

0:37:51.723 --> 0:37:55.863
<v S1>optimize the process to optimize the stated goals of the entity.

0:37:55.863 --> 0:37:59.313
<v S1>That's the three pieces. And remember, the AI will also

0:37:59.313 --> 0:38:02.583
<v S1>have access to the mission of the organization as well,

0:38:02.583 --> 0:38:05.193
<v S1>and its goals and its strategies and its team members

0:38:05.193 --> 0:38:08.283
<v S1>and its projects and its budget. Everything. So we'll have

0:38:08.283 --> 0:38:11.863
<v S1>the full context on how resources are being spent relative

0:38:11.863 --> 0:38:14.473
<v S1>to the desired outcomes, and we'll be able to see

0:38:14.473 --> 0:38:17.833
<v S1>how the actual KPIs that we care about, the actual numbers,

0:38:17.833 --> 0:38:21.853
<v S1>the actual metrics, are moving as we adjust these. So

0:38:21.853 --> 0:38:24.253
<v S1>it'll be able to do all sorts of recommendations hiring

0:38:24.253 --> 0:38:28.453
<v S1>new people, hiring people with specific skills, using more AI

0:38:28.453 --> 0:38:32.653
<v S1>and high volume and low creativity areas, adjusting strategies based

0:38:32.653 --> 0:38:36.223
<v S1>on goals and market conditions. Canceling projects like this one

0:38:36.223 --> 0:38:38.803
<v S1>and that one. Like they're not even related to the goals.

0:38:38.803 --> 0:38:41.173
<v S1>They're costing way too much. Way too much of the

0:38:41.173 --> 0:38:43.333
<v S1>team is working on them. Let's get rid of those.

0:38:43.333 --> 0:38:47.293
<v S1>This project over here, this human powered project, it's way better.

0:38:47.293 --> 0:38:50.713
<v S1>It's producing way more revenue. It's way more tied to

0:38:50.713 --> 0:38:55.453
<v S1>our actual goals and KPIs. So we're taking those people

0:38:55.453 --> 0:38:58.633
<v S1>and putting them over here instead. So ultimately we're talking

0:38:58.633 --> 0:39:03.203
<v S1>about the ability to continuously analyze and optimize any system

0:39:03.203 --> 0:39:06.653
<v S1>using full knowledge of its goals and progress. And the

0:39:06.653 --> 0:39:09.683
<v S1>more data about the system it has, the better it

0:39:09.683 --> 0:39:12.143
<v S1>will actually work. And the smarter the AI gets, the

0:39:12.143 --> 0:39:15.683
<v S1>better it actually works. Completely insane. All right, to summarize,

0:39:15.683 --> 0:39:18.803
<v S1>the world is hard to understand, and things that are

0:39:18.803 --> 0:39:21.863
<v S1>hard to understand are hard to discuss and improve. The

0:39:21.863 --> 0:39:24.733
<v S1>goal of Substrate is to address this problem by making

0:39:24.733 --> 0:39:29.173
<v S1>the things humans care about more visible. Discussable and Improvable.

0:39:29.173 --> 0:39:32.713
<v S1>The framework is open source, lives on GitHub. At its core,

0:39:32.713 --> 0:39:36.583
<v S1>it's a collection of crowdsourced lists of the things humans

0:39:36.583 --> 0:39:39.283
<v S1>care about and that make up our discourse and society.

0:39:39.283 --> 0:39:42.403
<v S1>One major problem that people and organizations have is not

0:39:42.403 --> 0:39:45.493
<v S1>knowing and or being able to communicate what they are about.

0:39:45.493 --> 0:39:48.613
<v S1>Using this framework, people and organizations will be able to

0:39:48.613 --> 0:39:51.763
<v S1>articulate their values and purpose more clearly, which will not

0:39:51.763 --> 0:39:54.793
<v S1>only help them, but everyone that they interact with. Substrate

0:39:54.793 --> 0:39:58.213
<v S1>is magnified by I because I can or will soon

0:39:58.243 --> 0:40:01.213
<v S1>be able to hold all of substrate in its mind

0:40:01.213 --> 0:40:03.253
<v S1>at once. And from there, we'll be able to ask

0:40:03.253 --> 0:40:06.463
<v S1>all sorts of meaningful questions such as what does that

0:40:06.463 --> 0:40:10.063
<v S1>person or organization about? Are we pursuing the best path

0:40:10.063 --> 0:40:12.793
<v S1>towards our goals, or what are the most critical mistakes

0:40:12.793 --> 0:40:15.823
<v S1>I'm currently making? Ultimately, this will allow us to take

0:40:15.823 --> 0:40:19.123
<v S1>action on these things. What action should I do right

0:40:19.123 --> 0:40:21.643
<v S1>now to optimize this workflow? What should I do right

0:40:21.643 --> 0:40:24.493
<v S1>now to achieve the best possible outcome that's aligned with

0:40:24.493 --> 0:40:28.183
<v S1>my goals? In short, substrate is a way to better

0:40:28.183 --> 0:40:32.503
<v S1>understand and optimize the things that we care about as humans.

0:40:32.503 --> 0:40:35.233
<v S1>So we would love for you to get involved. I

0:40:35.233 --> 0:40:38.353
<v S1>want to give thanks to people who are already involved

0:40:38.353 --> 0:40:41.563
<v S1>and are like, really, really into this. Along with myself,

0:40:41.563 --> 0:40:46.393
<v S1>Jonathan Dunn, Jason Haddox, Clint Gibler, Joseph Thacker, Joel Parrish

0:40:46.393 --> 0:40:49.993
<v S1>and Robert Hansen, some of the few that are already

0:40:49.993 --> 0:40:53.563
<v S1>involved and excited about this. And if you are interested,

0:40:53.563 --> 0:40:57.253
<v S1>please go to the Substrate Project and, uh, let us

0:40:57.253 --> 0:41:00.523
<v S1>know that you'd like to contribute. Thanks for your time.