WEBVTT - UL NO. 484: STANDARD EDITION: OpenAI's Malicious AI Report, Disappointed with WWDC, AI's First Actual Science Breakthrough, and more... 0:00:17.667 --> 0:00:21.547 All right. Really excited about this episode. Like I said, uh, 0:00:22.187 --> 0:00:24.227 in the newsletter, I think it is one of my 0:00:24.227 --> 0:00:27.987 favorite episodes ever. Actually. Last few. I've been feeling really 0:00:27.987 --> 0:00:32.547 good about. I love the way the links are working out. So, uh, 0:00:32.987 --> 0:00:34.947 if you want to give back any positive feedback, I 0:00:34.947 --> 0:00:38.827 would appreciate it. But, uh, let's get into it. Let's 0:00:38.827 --> 0:00:44.027 see here. All right. I ordered some noise canceling earbuds. 0:00:44.027 --> 0:00:46.867 I haven't unpacked them yet, but, uh, they're for sleeping. 0:00:46.987 --> 0:00:50.347 And basically I'm going to try to put them in, 0:00:50.346 --> 0:00:52.547 and you can either stream music to them or you 0:00:52.547 --> 0:00:56.506 can stream, like, white or brown noise, or you could 0:00:56.507 --> 0:00:59.467 just have them noise cancel. And the idea is if 0:00:59.467 --> 0:01:02.227 you combine that with like an eye mask, which I 0:01:02.227 --> 0:01:05.627 already wear, then it's supposed to really help with sleep. 0:01:05.627 --> 0:01:07.827 So I'm going to see. I know a few people 0:01:07.827 --> 0:01:12.027 who do both and I just want to try it out. 0:01:13.067 --> 0:01:15.867 I did a huge blog post called Why Google I 0:01:15.867 --> 0:01:19.837 o scared this 2007 Apple fanboy for the first time, 0:01:20.237 --> 0:01:25.437 and it's basically a review of WD DC juxtaposed with 0:01:25.437 --> 0:01:30.357 Google I o, which was a couple weeks back. And yeah, 0:01:30.357 --> 0:01:34.517 I've been an Apple fanboy for I mean, I mean, 0:01:34.637 --> 0:01:37.477 I guess acolyte. I don't really like the word fanboy, 0:01:37.477 --> 0:01:42.397 but yeah, really drinking the Apple Kool-Aid for a very 0:01:42.397 --> 0:01:44.917 long time. And if you're listening to this, you probably 0:01:44.917 --> 0:01:49.317 already know that. But, um, I like to think that 0:01:49.317 --> 0:01:54.557 I'm logical about it, but I'm already admitting to being biased. Uh, 0:01:54.557 --> 0:01:59.317 so that's what being an acolyte is, right? But what 0:01:59.317 --> 0:02:02.917 I saw essentially this year at Google, I o is 0:02:02.957 --> 0:02:07.477 it seemed like they are switching to Gemini and I 0:02:07.517 --> 0:02:11.636 in general to be like their core mission. I feel 0:02:11.637 --> 0:02:15.246 like they're moving away from ads. I feel like they're 0:02:15.246 --> 0:02:18.167 moving away from that, being like the future in the 0:02:18.167 --> 0:02:21.727 center of their business to like data and AI being 0:02:21.727 --> 0:02:24.966 the center of their business. And I think this is really, 0:02:24.966 --> 0:02:28.286 really cool on on their part. And I feel like 0:02:28.286 --> 0:02:32.406 Google I o they did so well because of that 0:02:32.406 --> 0:02:36.407 integration right there talking about integration with glasses and, you know, 0:02:36.447 --> 0:02:39.966 XR or AR or whatever they're calling it, and Gemini 0:02:40.006 --> 0:02:42.847 being integrated in like all the different apps. So it 0:02:42.846 --> 0:02:45.406 just felt like they're doing something new and they're doing 0:02:45.406 --> 0:02:49.167 something different. I've always been kind of averse to Google 0:02:49.207 --> 0:02:52.566 because they are fundamentally an ad company, or they were 0:02:52.566 --> 0:02:56.287 fundamentally an ad company. And I really like the CEO. 0:02:56.327 --> 0:02:58.327 I feel like he gets it. I feel like it's 0:02:58.327 --> 0:03:01.087 not gross. I don't feel like he's gross. I don't 0:03:01.087 --> 0:03:04.447 feel like he's there to maximize ad revenue. I think 0:03:04.447 --> 0:03:08.007 he really gets the AI stuff. So my perception of 0:03:08.047 --> 0:03:10.927 Google has overall just like improved, I would say over 0:03:10.927 --> 0:03:16.097 the last say year or two. just in the context 0:03:16.096 --> 0:03:19.817 of them switching to this AI model as opposed to 0:03:19.857 --> 0:03:24.376 like an advertising model now. Then you have Apple, which, 0:03:25.017 --> 0:03:27.537 like I said, I'm massively biased towards. I love their stuff. 0:03:27.536 --> 0:03:30.056 I worked there for like three years, I worked in 0:03:30.096 --> 0:03:35.057 their security group and I just love their way of 0:03:35.057 --> 0:03:37.057 thinking about the world. I love their way of doing 0:03:37.097 --> 0:03:41.617 UI and UX, and I love how they are building 0:03:41.617 --> 0:03:44.697 in my opinion. Not that I have any inside information 0:03:45.057 --> 0:03:47.617 and it's not like actual product, but I think for 0:03:47.617 --> 0:03:50.217 the last ten years they've been building what I'm calling 0:03:50.337 --> 0:03:54.697 life OS, right? So forget iOS or Mac OS or 0:03:54.697 --> 0:03:57.617 whatever they're building life OS. I mean, they just launched 0:03:58.537 --> 0:04:02.217 the Journal app on the Mac, for example, and they 0:04:02.217 --> 0:04:04.897 just brought the phone app to the Mac, which is 0:04:04.937 --> 0:04:07.537 like the coolest thing ever. And like, AirPods seem to 0:04:07.537 --> 0:04:10.257 work better. So there's lots of improvements in iOS or 0:04:10.297 --> 0:04:16.356 in Mac OS 26, by the way. But, um, basically 0:04:16.357 --> 0:04:19.357 their ecosystem is what keeps me their their focus on 0:04:19.357 --> 0:04:21.996 UI and UX is what keeps me their their focus 0:04:21.997 --> 0:04:25.677 on art and creativity and like enabling people to be 0:04:25.677 --> 0:04:30.077 creative and enabling people to be their best selves or whatever. 0:04:30.117 --> 0:04:32.637 Like that's the vibe that I've always liked about Apple, 0:04:33.077 --> 0:04:35.357 and I think they do UI and UX better than 0:04:35.357 --> 0:04:38.117 anyone else. I think they've had this unified vision of 0:04:38.117 --> 0:04:43.517 context and, you know, having finance and creativity and work 0:04:43.517 --> 0:04:46.997 and play and personal and all of that, all integrated 0:04:46.997 --> 0:04:49.757 into the operating system. They've always just done that better 0:04:49.757 --> 0:04:53.916 than anyone else. So that's why I'm so into Apple now. 0:04:54.837 --> 0:04:57.197 Obviously AI is happening has been for the last three 0:04:57.197 --> 0:05:03.397 years or however long it's been. And Apple is behind. Right. I've, 0:05:03.397 --> 0:05:05.957 I've been saying for you know whatever a year that 0:05:05.957 --> 0:05:09.037 look they're going to come out with their unified AI 0:05:09.077 --> 0:05:10.847 product which is going to go on top of their 0:05:10.847 --> 0:05:13.887 life OS or whatever. And basically Siri is going to 0:05:13.887 --> 0:05:16.447 jump way ahead of everyone. And I thought that was 0:05:16.447 --> 0:05:19.087 going to be like end of last year. And of 0:05:19.087 --> 0:05:21.606 course they stumbled on that. And I believe it's because 0:05:21.607 --> 0:05:26.167 of prompt injection. I think it is too difficult to 0:05:26.207 --> 0:05:29.486 put an AI in front of all the personal context 0:05:29.887 --> 0:05:32.927 that Apple has about us. And to do it in 0:05:32.927 --> 0:05:35.167 a secure way, I think it's too difficult to do 0:05:35.167 --> 0:05:37.967 that right now. That is my guess. And I know 0:05:37.967 --> 0:05:42.207 this technically because I know how to do prompt injection and, um, 0:05:42.447 --> 0:05:45.167 I know some of the best other prompt injection people 0:05:45.167 --> 0:05:48.927 in the world. And it is pretty trivial still to 0:05:49.007 --> 0:05:53.967 bypass most protections. So I think they are struggling with that. 0:05:54.207 --> 0:05:56.167 Maybe they're struggling with other parts of it as well, 0:05:56.167 --> 0:06:00.487 but I imagine they're definitely struggling with that piece. Like 0:06:00.487 --> 0:06:02.726 right now I just got a pop up screening call, 0:06:02.727 --> 0:06:04.726 and if I click view and this is while I'm 0:06:04.727 --> 0:06:09.097 recording on my desktop, if I click view, it, um, 0:06:09.137 --> 0:06:13.017 it shows this person like spamming me. And there it's 0:06:13.057 --> 0:06:17.296 actively live transcribing that thing that's going to voicemail right now. 0:06:17.497 --> 0:06:20.177 So I think that's really, really cool. Um, and then 0:06:20.177 --> 0:06:23.897 I could also just click block. Uh, so that's, that's 0:06:23.897 --> 0:06:26.377 pretty cool that I have that option. And the phone 0:06:26.377 --> 0:06:29.177 is now integrated with the Mac, which it should be. Right. 0:06:29.217 --> 0:06:31.817 That's just a voice call. It's not tied to a 0:06:31.817 --> 0:06:37.417 physical device anyway. UI stuff, the way I'm kind of 0:06:37.457 --> 0:06:41.736 seeing the world now is UI. UX is Apple always 0:06:41.737 --> 0:06:46.137 has been. Seems like it will be going forward. And 0:06:46.137 --> 0:06:49.856 then Google is now becoming like less of a negative 0:06:49.857 --> 0:06:53.177 for me. And it's more about the data and services 0:06:53.177 --> 0:06:58.137 and specifically AI. And obviously I wish that Apple had 0:06:58.137 --> 0:07:00.177 all of that. They don't have it yet. I think 0:07:00.177 --> 0:07:03.856 they will get there hopefully. And obviously Google is probably 0:07:03.857 --> 0:07:06.657 working on UI and UX as well. Like I assume 0:07:06.657 --> 0:07:09.707 it's getting better. I've seen some, you know, UI stuff 0:07:09.707 --> 0:07:12.347 from them that seems to be halfway decent. So the 0:07:12.347 --> 0:07:16.587 real question to me is will Google figure out the UI, 0:07:16.667 --> 0:07:22.707 UX life, OS, full integration of ecosystem? Will they figure 0:07:22.707 --> 0:07:29.267 that out before Apple, or will Apple figure out data 0:07:29.267 --> 0:07:36.347 and AI before Google figures out that UI UX piece? Right. 0:07:36.467 --> 0:07:39.947 That's really the question. Which one gets the the one 0:07:39.947 --> 0:07:43.387 that they're weak on up to a certain bar first? 0:07:44.187 --> 0:07:47.507 I can't conceivably think of myself switching over to the 0:07:47.507 --> 0:07:51.307 Google ecosystem, because there's so many pieces of it that 0:07:51.707 --> 0:07:56.107 I know I would miss, but I am. I am 100% 0:07:56.107 --> 0:07:59.707 open to it. I honestly, I is a much bigger 0:07:59.707 --> 0:08:05.267 movement than any other tech movement. Um, it's bigger than 0:08:05.267 --> 0:08:08.637 UI and UX, especially since I shouldn't be typing on 0:08:08.637 --> 0:08:13.277 a keyboard anyway. I shouldn't be, um, you know, thumb 0:08:13.317 --> 0:08:15.997 typing on a phone, right? This should all be moving 0:08:15.997 --> 0:08:21.717 to voice and virtual interfaces and glasses. So as that 0:08:21.717 --> 0:08:24.437 starts to happen, like I'm more likely to move towards 0:08:24.437 --> 0:08:29.277 the Google side if Apple doesn't have that. Um, keeping 0:08:29.277 --> 0:08:31.837 in mind that I really do care about my interface 0:08:31.837 --> 0:08:34.277 to tech. Oh, here's the other thing. The other big 0:08:34.277 --> 0:08:36.877 reason that I really prefer Apple is because I've been 0:08:36.877 --> 0:08:40.997 on the inside, and I know how seriously and crazy, um, 0:08:41.277 --> 0:08:44.437 they take the security and privacy stuff like it is 0:08:44.437 --> 0:08:47.837 not marketing, it is not made up. It is absolutely 0:08:47.837 --> 0:08:51.636 dead serious. So if I'm building my whole life ecosystem 0:08:51.636 --> 0:08:54.756 around this, plus agents, I'm building all this stuff on it, 0:08:54.756 --> 0:08:57.956 they got to do it perfectly right. Now, I do 0:08:57.957 --> 0:09:00.477 think Google is really, really good at security. I just 0:09:00.477 --> 0:09:03.477 don't think their incentives have been aligned, you know, in 0:09:03.477 --> 0:09:07.047 the past because they were primarily an ad company, the 0:09:07.046 --> 0:09:10.806 more they become an OS and life OS for everyone. 0:09:11.127 --> 0:09:14.526 With AI, you know being the primary thing, I think 0:09:14.526 --> 0:09:17.766 they should start to move more into the realm of 0:09:17.807 --> 0:09:20.726 like what Apple does with like, okay, look, privacy first, 0:09:21.006 --> 0:09:24.247 you know, security first. Obviously they say that obviously they 0:09:24.247 --> 0:09:26.727 do a good job, but I'm saying there's going to 0:09:26.727 --> 0:09:29.407 be less of a conflict because they're not trying to 0:09:29.406 --> 0:09:32.847 make all their money off of your data. Right. Hopefully 0:09:32.847 --> 0:09:35.566 that's the case. Hopefully they're migrating away from that, which 0:09:35.567 --> 0:09:39.047 is why I, I just haven't been enthused about using 0:09:39.046 --> 0:09:42.487 them as a core OS. All right. I think that's 0:09:42.487 --> 0:09:49.526 enough about that. Basically a little bit of disappointment around WD, DC. 0:09:49.567 --> 0:09:52.886 I mean, I love the operating stuff. I, I'm a 0:09:52.886 --> 0:09:55.727 little halfway between like how much do I like the 0:09:55.727 --> 0:10:00.046 liquid stuff? I've seen some places where the interface is 0:10:00.046 --> 0:10:02.447 quite bad. I've seen some places where it's quite good. 0:10:02.447 --> 0:10:04.506 I think we're going to let that bake for a 0:10:04.506 --> 0:10:06.627 little while, see how it goes. We're on the first 0:10:06.627 --> 0:10:08.307 beta right now. They're going to clean up a lot 0:10:08.347 --> 0:10:11.026 of stuff. But what I have noticed is some really 0:10:11.026 --> 0:10:15.747 good improvements around the fluidity of like moving from my 0:10:15.747 --> 0:10:20.627 phone to my desktop, having the AirPods switch. Naturally, this 0:10:20.627 --> 0:10:21.946 is the type of thing you lose when you go 0:10:21.947 --> 0:10:24.307 to Google. Like you try to switch over and you 0:10:24.307 --> 0:10:27.266 realize like nothing works, right? Because Apple has been working 0:10:27.266 --> 0:10:31.027 on this for so many years, and this macOS and 0:10:31.026 --> 0:10:35.226 iOS 26 update, it seems like things are really, really smooth. 0:10:35.347 --> 0:10:38.467 I mean, my OS is just working better now, and 0:10:38.467 --> 0:10:40.867 this is beta one. Back in the day when I 0:10:40.867 --> 0:10:45.266 was doing these betas, like I would lose core functionality 0:10:45.307 --> 0:10:48.906 like regular apps wouldn't launch. I would like go dark, 0:10:48.906 --> 0:10:51.627 like I couldn't text people. It was crazy, you know, 0:10:51.666 --> 0:10:55.066 running these Apple betas early on. But, um, no, it's 0:10:55.067 --> 0:10:58.066 it's working great. I recommend you try it out. And 0:10:58.067 --> 0:11:01.307 if you do, you could text me and we could 0:11:01.307 --> 0:11:04.516 try out some of these new emoji features or whatever. 0:11:05.636 --> 0:11:10.237 All right. Um, got a couple blogs. Yeah. So one 0:11:10.237 --> 0:11:16.237 is the WWE one, the other one is, um, uh, 0:11:16.477 --> 0:11:19.636 see here. Oh, yeah. It's an argument against. It's just 0:11:19.636 --> 0:11:22.197 next token prediction. I thought that was a pretty good 0:11:22.197 --> 0:11:25.997 way of encapsulating it. Uh, so definitely check that one out. 0:11:25.997 --> 0:11:28.316 I'm about to do, like, a kind of, like a 0:11:28.317 --> 0:11:33.676 personal project to profile, like all the CCP members and structure, 0:11:33.717 --> 0:11:36.997 just profile them and, like, figure out who are they, 0:11:37.036 --> 0:11:41.117 what are they up to? How are they different than she? What, uh, 0:11:41.877 --> 0:11:44.077 what are their political opinions? What are they focused on? 0:11:44.077 --> 0:11:46.917 What are their areas of expertise? What are their areas 0:11:46.916 --> 0:11:51.197 of responsibility like how does legislation get. I guess it's 0:11:51.197 --> 0:11:53.997 not legislation because people aren't voting, but how do they 0:11:53.997 --> 0:11:56.916 decide what new laws to put out? Is there a process? 0:11:56.916 --> 0:11:59.117 Is it on a particular timing? I just kind of 0:11:59.156 --> 0:12:03.647 want to understand how the Chinese government works. So I'm 0:12:03.646 --> 0:12:07.287 going to start with understanding all the CCP people, um, 0:12:07.766 --> 0:12:10.566 because that is the government. And I and I want 0:12:10.567 --> 0:12:12.727 to look at the different echelons, like, is there a 0:12:13.447 --> 0:12:16.127 like is there like a Politburo? Is that a smaller group? 0:12:16.127 --> 0:12:19.926 Is it like a larger thing of like hundreds of people? Um, 0:12:19.967 --> 0:12:22.687 what's the difference between those tiers, like stuff like that? 0:12:22.687 --> 0:12:25.286 So I'm going to do a study like that. And, uh, 0:12:25.286 --> 0:12:27.046 I don't know how I'm going to put that out. 0:12:27.166 --> 0:12:29.526 Maybe a blog post, maybe some member content. I have 0:12:29.526 --> 0:12:31.926 no idea. Uh, the other thing I'm going to do 0:12:31.926 --> 0:12:35.166 is I'm going to do a future trend investment analysis exercise, 0:12:35.166 --> 0:12:37.727 which I did, I want to say like five years ago, 0:12:38.127 --> 0:12:41.607 and it basically told me to buy Amazon and Nvidia. 0:12:42.166 --> 0:12:44.727 I forget what that exercise told us to buy, but 0:12:44.727 --> 0:12:48.286 I did it with my good buddy Tai Sabarno, and 0:12:48.286 --> 0:12:50.487 I think we ended up making a number of purchases 0:12:50.487 --> 0:12:55.167 based on that, and I think they've done well for us. But, um, yeah, 0:12:55.166 --> 0:12:57.127 I want to do another one this time. We'll get 0:12:57.127 --> 0:13:01.016 to use things like, you know, O3 Pro and I 0:13:01.057 --> 0:13:03.456 get to throw in tons of context about myself and 0:13:03.457 --> 0:13:06.416 what I'm looking for and the, you know, the types 0:13:06.416 --> 0:13:08.497 of investments I'm looking for and the type of risk 0:13:08.497 --> 0:13:12.176 I want to be open to. Um, and this isn't 0:13:12.176 --> 0:13:16.577 only for investment. That'll be kind of like a side product, um, of, 0:13:16.617 --> 0:13:19.817 like the exhaust that comes out of it. The biggest 0:13:19.817 --> 0:13:22.136 thing I'm trying to do here is just figure out trends. 0:13:22.136 --> 0:13:25.057 So here's like the I'll give you like kind of 0:13:25.057 --> 0:13:27.497 what I'm going to feed to this thing. Right. I'm 0:13:27.497 --> 0:13:29.776 going to set this entire thing up, which is going 0:13:29.776 --> 0:13:33.056 to be like 20 pages of me writing up contacts 0:13:33.097 --> 0:13:35.857 to my own thoughts and my own predictions, my own like, 0:13:36.016 --> 0:13:40.816 concerns or whatever. And I want to know what it 0:13:40.817 --> 0:13:42.656 thinks could happen. And I'm sure it's going to be 0:13:42.656 --> 0:13:44.776 very careful and be like, look, we can't predict the future, 0:13:44.776 --> 0:13:48.857 which obviously everyone knows that. But, um, what I'm going 0:13:48.896 --> 0:13:52.497 to be is what I'm going to say is like, look, um, 0:13:53.097 --> 0:13:56.857 if this were to happen, what seems obvious to you, 0:13:56.857 --> 0:14:01.707 that would be some second order effects. That is the power, right, 0:14:01.747 --> 0:14:04.227 that I didn't have before where I is like, well, 0:14:04.266 --> 0:14:06.786 obviously this is the type of thing that happens and 0:14:06.786 --> 0:14:11.427 it gives you like 150 different things. So when certain 0:14:11.426 --> 0:14:14.627 things are scarce, prices of certain other things go up. 0:14:14.627 --> 0:14:16.947 Which companies are associated with those? I don't know all 0:14:16.987 --> 0:14:19.946 that information. Like I'm not like a commodities expert. I'm 0:14:19.987 --> 0:14:23.267 not a trading expert, I'm not a stock expert. So 0:14:23.827 --> 0:14:26.107 I think there are some things that don't involve that 0:14:26.107 --> 0:14:29.586 much prediction or that much conjecture on the side of 0:14:29.587 --> 0:14:33.147 the eye. That's actually just benefits from it. Understanding how 0:14:33.147 --> 0:14:38.066 the world works. So I could say, okay, um, like, 0:14:38.067 --> 0:14:40.747 what am I? You know, hypotheses is like, okay, private 0:14:40.747 --> 0:14:42.946 security is going to go up. Oh, there's probably going 0:14:42.947 --> 0:14:46.587 to be a bunch more prisons built, uh, because, you know, 0:14:46.867 --> 0:14:49.467 we're stupid. And we took down all the mental health facilities. 0:14:49.467 --> 0:14:53.587 So what happens when there's like UBI comes out? But 0:14:53.587 --> 0:14:57.997 UBI is limited to only citizens. So they start doing 0:14:57.997 --> 0:15:01.477 mass deportations, not because of the current kind of vibe 0:15:01.477 --> 0:15:04.717 of like anti-immigrant stuff that's going on, but more along 0:15:04.717 --> 0:15:06.717 the lines of like, we need to control how many 0:15:06.717 --> 0:15:09.637 people were sending UBI to, we're not going to send 0:15:09.637 --> 0:15:12.956 UBI to everyone in the country just because they're physically here. 0:15:13.637 --> 0:15:16.117 So now there's a bunch of tech to find who 0:15:16.277 --> 0:15:20.677 is and isn't supposed to be receiving UBI, and more 0:15:20.677 --> 0:15:23.757 and more people will become homeless because, you know, AI 0:15:23.797 --> 0:15:26.836 is taking jobs. Okay, so they're homeless. So then you 0:15:26.837 --> 0:15:30.517 have the fact that they don't have a place to live. Uh, 0:15:30.517 --> 0:15:33.877 then you have addiction, then you have violence. So who 0:15:33.877 --> 0:15:36.997 goes into prison, right? Prison is mostly full of people 0:15:36.997 --> 0:15:41.157 who have addiction, who have mental illnesses, and obviously some 0:15:41.157 --> 0:15:44.077 people who are violent. Right. And the percentages, you might 0:15:44.077 --> 0:15:47.717 be surprised how much it's actually people that just couldn't 0:15:47.717 --> 0:15:49.797 find a way to get it going. Right. So they 0:15:49.797 --> 0:15:53.237 end up on drugs, they end up mentally ill. Those 0:15:53.797 --> 0:15:56.497 ideally in some world, like the world we're supposed to 0:15:56.497 --> 0:15:59.617 be building, that would be like drug treatment programs and 0:15:59.617 --> 0:16:02.417 it would be mental health facilities. But all of that 0:16:02.417 --> 0:16:05.697 is going to collapse down into basically like prisons. Get 0:16:05.697 --> 0:16:10.777 them away from society, separate them from society. So what 0:16:10.777 --> 0:16:13.137 does that mean? What does that mean for water? What 0:16:13.137 --> 0:16:16.177 does that mean for food? What does that mean for, um, 0:16:16.297 --> 0:16:19.297 what companies are going to do well in that world? Um, like, 0:16:19.337 --> 0:16:22.297 I'll tell you one of mine Costco I love Costco. 0:16:22.337 --> 0:16:26.097 I'm like, so like into Costco. Um, and also Google 0:16:26.097 --> 0:16:28.497 and also Apple. But those are like my three main 0:16:28.497 --> 0:16:32.697 investments right now. So the question is like, how is 0:16:32.737 --> 0:16:36.577 how can I find other ways to connect these dots. 0:16:36.937 --> 0:16:39.337 And I'm going to tell it, look, don't be doing conjecture. 0:16:39.337 --> 0:16:41.217 Don't be trying to predict the future. I'm going to 0:16:41.217 --> 0:16:44.057 give you a bunch of options of ways. I think 0:16:44.057 --> 0:16:47.137 maybe it could go. But I have no idea. And 0:16:47.137 --> 0:16:49.457 you as this I you also have no idea. But 0:16:49.457 --> 0:16:54.427 there's there are lanes of probability, Right? Uh, turns out 0:16:54.427 --> 0:16:56.347 if people don't have jobs, they have no way to 0:16:56.387 --> 0:16:59.267 pay for food, especially for their families. They might get 0:16:59.267 --> 0:17:03.427 a little upset. Right. So certain things don't require a 0:17:03.467 --> 0:17:07.987 lot of, like, future prediction or futurist type crap. Um, 0:17:07.987 --> 0:17:09.547 so I'm going to use the AI to help me 0:17:09.587 --> 0:17:13.907 sort of navigate that stuff that seems a little more obvious. And, um, 0:17:15.187 --> 0:17:17.227 the main output is going to be like, it looks 0:17:17.227 --> 0:17:20.466 like if these things happen, then these things might happen 0:17:20.467 --> 0:17:25.347 as well. And then, um, maybe some investment thing of like, okay, well, 0:17:25.547 --> 0:17:28.707 for all of those different ones, what companies or what 0:17:28.706 --> 0:17:32.947 products or what raw materials or where would I want 0:17:32.946 --> 0:17:34.947 to live? Where would I want to move? What is 0:17:34.946 --> 0:17:38.107 a good city to be in if something like, you know, 0:17:38.147 --> 0:17:40.787 three through seven were to happen, right? That's the type 0:17:40.787 --> 0:17:42.786 of analysis I'm going to do. And similar to the 0:17:42.787 --> 0:17:44.667 CCP one, I'm not sure how I'm going to put 0:17:44.667 --> 0:17:47.227 that out. Maybe I'll make a giant PDF, maybe I'll 0:17:47.226 --> 0:17:49.907 do a video. Maybe it'll be like member content, maybe, 0:17:49.946 --> 0:17:52.917 you know, charge for it, Make it free. No idea. 0:17:54.157 --> 0:17:57.917 Probably some combination of those. All right. What else? Doo 0:17:57.917 --> 0:18:02.477 doo doo. All right. Cybersecurity. So Trump overhauled Biden's cybersecurity 0:18:02.476 --> 0:18:06.757 policies with a new executive order. Uh, he removed focus 0:18:06.757 --> 0:18:09.677 on mandated digital IDs. That must have been, like an 0:18:09.716 --> 0:18:15.236 immigration type thing. Accounting, compliance checklists, micromanaging, agency decisions. I 0:18:15.236 --> 0:18:17.837 think that might have been like Cisa, maybe like harnessing 0:18:18.277 --> 0:18:21.677 or like trying to control Cisa ads focus on defeating 0:18:21.677 --> 0:18:26.917 foreign threats, secure software practices, border gateway protection. That's BGP, 0:18:27.077 --> 0:18:32.397 I believe. Um, yeah. Like, you know, hijacking BGP routes. 0:18:32.436 --> 0:18:38.677 Post-quantum cryptography, modern encryption protocols, AI for vulnerabilities, IoT security 0:18:38.677 --> 0:18:44.956 standards and limiting sanctions scope. So that was, uh, a 0:18:44.956 --> 0:18:48.797 combination of mine and an AI analysis of the talking points, 0:18:48.797 --> 0:18:51.887 or it's called a fact sheet. Bellingcat tests whether or 0:18:51.887 --> 0:18:54.927 not I can actually geolocate photos, and it found that 0:18:54.927 --> 0:18:59.966 O3 actually did the best and beat out Google Lens, actually. 0:19:00.527 --> 0:19:04.767 Sentinel one reveals details on Chinese supply chain attack attempt. 0:19:05.047 --> 0:19:10.446 Protonvpn sees 1,000% sign up surge after Pornhub blocks France. 0:19:11.007 --> 0:19:16.567 So France evidently loves Protonvpn. And, uh, yeah, they went 0:19:16.567 --> 0:19:20.287 over there so they could still get access. Microsoft Teams 0:19:20.287 --> 0:19:23.767 with Indian police to shut down fake tech support scammers 0:19:24.847 --> 0:19:28.887 and Bishop Fox 2025 red team tools list. All right. 0:19:28.927 --> 0:19:32.206 National security OpenAI published their annual report on how bad 0:19:32.206 --> 0:19:35.847 actors are using AI maliciously, and I love the fact 0:19:35.847 --> 0:19:37.567 that they put these out. So four out of ten 0:19:37.567 --> 0:19:40.927 major abuse cases look like they came from China, from 0:19:40.927 --> 0:19:45.247 social engineering to cyber threats. They're seeing deceptive employment schemes. 0:19:45.247 --> 0:19:50.736 So task scams from like Cambodia comment spamming from Philippines 0:19:51.377 --> 0:19:54.897 and a covert influence operations potentially leaked to Russia and 0:19:54.897 --> 0:20:00.137 Iran using AI as force multipliers. Um, I'm actually going 0:20:00.137 --> 0:20:02.256 to mention something right now. I can't figure out what 0:20:02.257 --> 0:20:03.857 I'm going to do with this. I might do another 0:20:03.857 --> 0:20:06.297 report like the one I just the two I just 0:20:06.297 --> 0:20:12.017 talked about. So my Twitter feed is full, full of 0:20:12.017 --> 0:20:17.217 what I am absolutely certain is like widespread propaganda. So 0:20:17.377 --> 0:20:20.577 the content that I see is like, don't you hate 0:20:20.577 --> 0:20:24.137 black people because they do this? Um, don't you wish 0:20:24.137 --> 0:20:26.057 the world looked like this? And then if you click 0:20:26.097 --> 0:20:28.097 the video, it's like a whole bunch of white people 0:20:28.097 --> 0:20:30.857 walking around and there's like, no crime and there's like 0:20:30.857 --> 0:20:34.977 a fountain with, like, a nice water sound, and there's, like, 0:20:34.976 --> 0:20:38.097 somebody buying something at, like, an Abercrombie or something, and 0:20:38.097 --> 0:20:42.216 it's like. It's like massive propaganda to like, uh, don't 0:20:42.216 --> 0:20:45.657 you wish the world was the way it was before? Before, like, 0:20:45.696 --> 0:20:49.227 brown people messed it all up, right? And then there'll 0:20:49.267 --> 0:20:51.706 be another one. It'll be like about fighting or something 0:20:51.706 --> 0:20:55.067 like that. Or it'll be like masculine movies. Don't you 0:20:55.067 --> 0:20:58.307 wish movies were like this? And it's like someone holding 0:20:58.307 --> 0:21:02.067 a Budweiser. Budweiser. And, like, shooting a crossbow or something. 0:21:02.587 --> 0:21:04.987 And I'm just like, what is going on? So every 0:21:05.027 --> 0:21:06.787 time I go back to Twitter, which I probably check 0:21:06.787 --> 0:21:09.186 it like, I don't know, like 15, 20 times a 0:21:09.186 --> 0:21:11.466 day or something, and then I'll just be browsing to 0:21:11.466 --> 0:21:12.786 see what people are saying. But if I go to 0:21:12.827 --> 0:21:15.427 the home tab, which is like impossible to clean up 0:21:15.427 --> 0:21:17.466 because I block all these things when I see them, 0:21:17.747 --> 0:21:20.266 although lately I've started bookmarking them because I'm going to 0:21:20.267 --> 0:21:24.306 do this research project. But normally I just block, block, block. 0:21:24.307 --> 0:21:28.107 But it's just an endless supply. Like these people have 0:21:28.147 --> 0:21:31.387 like multiple accounts. So what I started doing is clicking 0:21:31.387 --> 0:21:35.427 on the account and scrolling through their feed, and it's nonstop. 0:21:35.427 --> 0:21:39.587 It's nonstop narratives about how messed up the country is, 0:21:40.547 --> 0:21:44.547 reasons for why the country got messed up, which is scapegoating, basically. 0:21:45.067 --> 0:21:48.647 And then, um. Don't you wish it was like, uh, 0:21:48.647 --> 0:21:50.807 the new thing, right? Don't you wish it was like 0:21:50.807 --> 0:21:52.647 it used to be? Don't you know? Don't you think 0:21:52.647 --> 0:21:56.246 we could do better? And I'm just, like, seeing this everywhere. 0:21:56.247 --> 0:21:59.327 Just like hundreds of accounts doing this. And I sent 0:21:59.327 --> 0:22:02.327 this a few of these accounts to, uh, some friends 0:22:02.327 --> 0:22:06.326 of mine who go and research this stuff. And, yeah, 0:22:06.327 --> 0:22:12.726 I'm just really surprised that, like, I guess I'm not surprised, given, uh, 0:22:12.847 --> 0:22:15.326 given Elon's situation and the fact that he lost so 0:22:15.327 --> 0:22:18.407 many advertisers and the fact that I guess he's like 0:22:18.607 --> 0:22:23.647 conspiracy friendly, I would say, um, but ultimately people click 0:22:23.647 --> 0:22:26.527 on this stuff. People watch this stuff because it is, 0:22:26.647 --> 0:22:30.127 you know, specifically designed to be that way, to be 0:22:30.167 --> 0:22:35.007 very watchy and clicky. Um, so I guess that's why 0:22:35.007 --> 0:22:37.486 it's there. But but it's really gross. Like, I really 0:22:37.486 --> 0:22:39.687 wish there were a platform or I wish there were 0:22:39.686 --> 0:22:43.287 options in this platform where it's like, look, I'm paying money. Like, 0:22:43.936 --> 0:22:46.256 Can you not show me this garbage? I want to 0:22:46.257 --> 0:22:50.057 see stuff from people I follow and stuff that's very 0:22:50.057 --> 0:22:52.417 tightly correlated with people I follow. Which he says he's 0:22:52.456 --> 0:22:55.337 working on that actually, he says he's working on similar 0:22:55.337 --> 0:22:57.617 content matching, which is similar to the app I have 0:22:57.657 --> 0:23:02.057 called threshold. But, um, yeah, this whole thread of like, 0:23:02.097 --> 0:23:04.577 who is sending all this stuff to us, who is 0:23:04.577 --> 0:23:08.377 basically trying to change the narrative or try to put 0:23:08.657 --> 0:23:12.617 inject into our minds, like this feeling of the US 0:23:12.657 --> 0:23:16.297 is messed up. It was messed up by them pointing 0:23:16.297 --> 0:23:20.937 at trans people or brown people or black people or whatever. 0:23:20.936 --> 0:23:24.577 Gay people or you know, the wrong religion or whatever 0:23:24.577 --> 0:23:28.496 it is. Liberals, definitely, um, people who aren't right enough 0:23:28.497 --> 0:23:33.577 or aren't right in the correct way. Um, it's just 0:23:33.577 --> 0:23:36.577 it's worse than I've ever seen. It's absolutely worse than 0:23:36.577 --> 0:23:39.337 I've ever seen. Um, so I don't know if their 0:23:39.337 --> 0:23:41.857 skill level is just going up. I imagine it's because 0:23:41.857 --> 0:23:44.587 it's all a lot of it's being AI generated. So 0:23:44.587 --> 0:23:46.506 you could just do it at more scale. That's probably 0:23:46.507 --> 0:23:49.827 a reason. But anyway, it's something I'm going to look 0:23:49.827 --> 0:23:52.387 into and probably do some kind of essay or report 0:23:52.387 --> 0:23:57.147 or whatever. All right. AI. Okay. This is the craziest story, 0:23:57.427 --> 0:24:02.467 the absolute craziest story of the week. Um, and honestly, 0:24:02.466 --> 0:24:04.427 for a long time. And I've got a follow up 0:24:04.427 --> 0:24:06.266 to it as well, because my buddy told me about 0:24:06.267 --> 0:24:09.587 this one company. But check this out. So I finally 0:24:09.587 --> 0:24:13.867 found something that trains scientists have missed for decades. So 0:24:13.867 --> 0:24:16.147 a number of professional scientists have been trying to figure 0:24:16.147 --> 0:24:19.466 out how a particular kind of bacteriophage, which is a 0:24:19.466 --> 0:24:24.707 virus that infects bacteria, uh, which I didn't know that. So, um, 0:24:24.706 --> 0:24:27.907 there's a podcast here that supports this that's basically like, um, 0:24:28.226 --> 0:24:30.907 it's all the scientists who actually did this. So basically 0:24:30.907 --> 0:24:33.667 they have been studying this thing for over a couple 0:24:33.706 --> 0:24:36.507 of decades. They are the world's experts in how these 0:24:36.507 --> 0:24:43.476 particular bacteriophages, um, gain mobility and move out of the cell. Basically, 0:24:43.476 --> 0:24:45.317 what they do is they take over the cell. They 0:24:45.317 --> 0:24:48.277 blow it open and spread the virus. That's what these 0:24:48.277 --> 0:24:52.796 things do. So they study how these things get their 0:24:52.797 --> 0:24:55.556 heads and their tails, which allows them to move and 0:24:55.557 --> 0:24:58.357 propagate and, you know, take over other things. And I'm 0:24:58.357 --> 0:25:00.996 simplifying and probably messing up some details because it's a 0:25:00.997 --> 0:25:05.397 very complex, you know, specific topic. But I went and 0:25:05.397 --> 0:25:07.756 listened to the entire one hour episode with the actual 0:25:07.757 --> 0:25:11.517 experts talking about this. Now the story is they were 0:25:11.517 --> 0:25:14.917 given this new version of a Google model, which is 0:25:14.917 --> 0:25:20.877 specifically for researching and coming up with novel hypotheses, novel ideas. Okay, 0:25:20.997 --> 0:25:23.277 so what they did was they they had this thing 0:25:23.277 --> 0:25:25.717 where they're like, how is this thing possible? They've been 0:25:25.716 --> 0:25:28.716 thinking about this for years and years and years. They've 0:25:28.716 --> 0:25:32.476 done numerous studies. They are the world's premier experts on this. 0:25:32.877 --> 0:25:35.597 And they have been stumped by this fact. The fact 0:25:35.597 --> 0:25:39.316 that this one bacteriophage, I believe it was there, were 0:25:39.317 --> 0:25:41.726 stumped by the fact of how was it actually propagating 0:25:41.767 --> 0:25:44.086 or how was it becoming mobile. It was something like that. 0:25:44.087 --> 0:25:46.047 It was some sort of problem that they could not 0:25:46.047 --> 0:25:49.407 figure out, and they know exactly how it works. You know, 0:25:49.486 --> 0:25:52.087 they were very sure about this and that. Therefore, you know, 0:25:52.127 --> 0:25:54.927 they're like, this makes no sense. So they gave a 0:25:54.927 --> 0:25:58.967 bunch of this observational data to it, you know, stuff 0:25:58.966 --> 0:26:01.887 that they've had for years and years. And it came 0:26:01.887 --> 0:26:05.726 back with hypotheses. And one of the hypotheses out of 0:26:05.726 --> 0:26:09.167 a very short list was like, hey, um, it might 0:26:09.167 --> 0:26:12.286 be this actually, because, um, what you could do is 0:26:12.327 --> 0:26:14.647 you could just do this instead of this, and it 0:26:14.647 --> 0:26:16.527 puts a tail on there and it actually picks up 0:26:16.527 --> 0:26:18.966 the one, um, once it's outside of the cell, it 0:26:18.966 --> 0:26:21.526 picks up someone else's. And I'm kind of messing up 0:26:21.527 --> 0:26:24.206 the details here, but they describe it pretty good in this, 0:26:24.247 --> 0:26:28.327 in this, uh, full episode of, uh, Cognitive Revolution, I 0:26:28.327 --> 0:26:32.247 think is the name of the podcast. But, um, when 0:26:32.247 --> 0:26:35.526 they heard this, when they saw it written down, they're like, oh, 0:26:36.287 --> 0:26:39.576 that that's probably what it is. So here. Here's the thing. 0:26:39.577 --> 0:26:42.697 They had made an assumption that a certain type of 0:26:42.696 --> 0:26:46.177 mobility or a certain type of propagation was not possible, 0:26:46.417 --> 0:26:48.857 and it was a very silly assumption that they had made. 0:26:49.337 --> 0:26:52.777 And this, this assumption had stopped them from solving this 0:26:52.777 --> 0:26:57.817 problem for years upon years. How many hundreds of hours, 0:26:57.857 --> 0:27:01.097 thousands of hours have they spent stumped on this as 0:27:01.097 --> 0:27:06.417 the world's premier humans on the entire planet? The smartest 0:27:06.417 --> 0:27:09.336 people working on this in the entire world, on the 0:27:09.337 --> 0:27:14.537 entire planet, were stumped by a thing. And Google came back, 0:27:15.736 --> 0:27:18.617 I think within a couple of minutes, I think, and 0:27:18.617 --> 0:27:22.137 it was like, yeah, I think it's probably this. They 0:27:22.137 --> 0:27:27.696 go and check and it's 100% verified that was correct. 0:27:27.696 --> 0:27:32.536 And they here's here's the thing. They were kind of, uh, 0:27:32.537 --> 0:27:35.296 I believe what they were saying is they were about 0:27:35.297 --> 0:27:38.477 to figure this out. Maybe. Maybe this year. Maybe next year. 0:27:38.476 --> 0:27:41.277 They were doing some experiments that might have got them 0:27:41.277 --> 0:27:43.597 to this. But the point is, Google found it instantly. 0:27:43.597 --> 0:27:47.717 Which means if they had this Google research assistant earlier, 0:27:47.956 --> 0:27:51.196 maybe last year, maybe years ago, maybe it would have 0:27:51.196 --> 0:27:53.917 found this right. And they not would not have had 0:27:53.917 --> 0:27:56.677 this problem for this entire time. Now, what excites me 0:27:56.677 --> 0:27:59.957 about this is not this specific use case. It's the 0:27:59.997 --> 0:28:03.476 how they reacted to it. They were like, this is insane. 0:28:04.037 --> 0:28:07.356 Because the thing I'm so excited about, and it's the 0:28:07.357 --> 0:28:10.836 same thing they were talking about, is how many other 0:28:10.837 --> 0:28:14.637 things are like this. There is data everywhere. There is 0:28:14.637 --> 0:28:19.436 evidence everywhere. There are dots. Okay, think of connect the dots. 0:28:19.476 --> 0:28:22.517 Think of how many dots are lying around in papers, 0:28:22.757 --> 0:28:28.517 lying around in data sets. Raw data sets. Unfiltered. Unreviewed. Why? 0:28:28.557 --> 0:28:33.717 Because there aren't enough academics. There aren't enough researchers. Forget academics. 0:28:33.716 --> 0:28:38.687 There aren't enough humans with the training required, write either 0:28:38.687 --> 0:28:42.287 the formal current training or like even rudimentary training. There 0:28:42.287 --> 0:28:46.607 aren't enough human eyes on all this raw data. There 0:28:46.607 --> 0:28:48.807 are no human eyes to look at the stuff and 0:28:48.807 --> 0:28:54.247 find the dots and connect them. How many cures for illnesses? 0:28:54.927 --> 0:28:58.367 How many novel ways are we sitting on the ability 0:28:58.567 --> 0:29:01.927 to improve our IQs by 20%? Are we sitting on 0:29:01.927 --> 0:29:07.007 the ability to solve aging? I would guess we absolutely are. 0:29:07.287 --> 0:29:10.967 We absolutely are. And that the problem is not enough. 0:29:10.967 --> 0:29:14.967 People are studying it using not enough data. So what 0:29:15.007 --> 0:29:18.847 I now allows us to do with tools like this, 0:29:18.847 --> 0:29:21.207 which are about to be drastically better. I mean, this 0:29:21.207 --> 0:29:25.087 thing that found this is about to be 100% stupid 0:29:25.087 --> 0:29:27.927 compared to whatever comes out next year or next week. 0:29:27.967 --> 0:29:31.847 Right now, just imagine giving all that raw data and 0:29:31.847 --> 0:29:35.737 even going to collect more, right? Getting sensory data from 0:29:35.737 --> 0:29:38.977 cells or whatever from, you know, different layers of the 0:29:38.977 --> 0:29:42.137 world and basically feeding it into this thing all the 0:29:42.137 --> 0:29:45.417 time and saying your job is to connect dots. That's 0:29:45.457 --> 0:29:48.057 that's the promise of AI. Your job is to connect dots. 0:29:48.097 --> 0:29:52.097 So what we've basically done at that point is simulate 0:29:53.417 --> 0:29:58.177 billions more people on the planet with training for connecting dots, 0:29:59.137 --> 0:30:00.657 and then they could go, look, I came up with 0:30:00.657 --> 0:30:03.937 all these hypotheses. And if you go test this, it's 0:30:03.937 --> 0:30:05.697 probably going to work. Oh, and by the way, that 0:30:05.697 --> 0:30:09.577 is actually a cure for, you know, 86% of cancers 0:30:09.577 --> 0:30:13.337 or that will extend your life by 42 years, um, 0:30:13.337 --> 0:30:17.097 or whatever. This will allow you to transfer your brain 0:30:17.097 --> 0:30:22.777 into a, you know, digital, uh, synthetic form or whatever. Um, 0:30:23.217 --> 0:30:25.377 I'm just blown away by this. Now, I sent this 0:30:25.377 --> 0:30:28.337 article and my write up of this to a buddy, 0:30:28.337 --> 0:30:31.297 and he's like, yeah, I'm actually, um, you know, invested 0:30:31.297 --> 0:30:36.067 in and, you know, uh, an advisor for this company 0:30:36.107 --> 0:30:40.067 who does that. Their specific thing is they are already 0:30:40.067 --> 0:30:44.867 going and crawling all this other data. They are going 0:30:44.867 --> 0:30:48.987 to find they have actively collected and are collecting all 0:30:48.987 --> 0:30:51.667 this raw data and all these studies that basically didn't 0:30:51.667 --> 0:30:55.067 go anywhere because they lost funding or whatever. That company, 0:30:55.347 --> 0:30:58.547 this company he's talking about, it is actively doing that. 0:30:58.547 --> 0:31:02.787 And guess what they're doing? They build the labs and 0:31:02.787 --> 0:31:06.787 they're automating the labs. So when they do a hypothesis 0:31:06.947 --> 0:31:09.306 and this is crazy, they already have use cases of 0:31:09.307 --> 0:31:12.027 this working. So it's kind of even further than the 0:31:12.067 --> 0:31:15.587 main story here. They have a use case of an 0:31:15.587 --> 0:31:20.307 example of it actually, um, came up with a hypothesis. 0:31:21.187 --> 0:31:25.787 It built a full, uh, methodology and schematic for how 0:31:25.787 --> 0:31:29.667 to build the lab. And humans basically took that and 0:31:29.667 --> 0:31:31.877 went into the lab. They built a little thing. They 0:31:31.877 --> 0:31:34.437 basically set up the experiment exactly the way that the 0:31:34.437 --> 0:31:39.837 I said to. And it 100% was true. They confirmed 0:31:40.397 --> 0:31:44.117 experimentally that this hypothesis that it could come up with 0:31:44.117 --> 0:31:46.717 was true. Now, if it had had the ability to 0:31:46.757 --> 0:31:50.517 actually automate those tests, um, if it had the raw 0:31:50.517 --> 0:31:53.036 materials in the lab and they had robotics or whatever, 0:31:53.637 --> 0:31:55.717 that would have been even more insane, right? What if 0:31:55.717 --> 0:31:58.317 it had the raw materials to to combine these molecules 0:31:58.317 --> 0:32:00.077 or whatever? And there you got to be a little 0:32:00.077 --> 0:32:02.357 bit careful because you don't want to just prompt inject 0:32:02.357 --> 0:32:05.477 and it builds a, you know, a meth lab or a, 0:32:05.917 --> 0:32:10.117 you know, sarin gas lab or whatever, a Covid lab, right. 0:32:10.237 --> 0:32:13.757 Automated Covid generation. Um, so you got to be careful 0:32:13.757 --> 0:32:16.117 with those. Obviously, this is what a lot of people 0:32:16.117 --> 0:32:21.557 are worried about. But unbelievable, unbelievable possibility here in terms 0:32:21.557 --> 0:32:24.957 of like connecting dots. And then the most important thing 0:32:24.997 --> 0:32:27.837 and I talked about this, um, I got an essay 0:32:27.837 --> 0:32:30.167 called The Path to Asi. I don't know. You guys 0:32:30.167 --> 0:32:32.647 might have seen that it's came out. I don't know. 0:32:32.687 --> 0:32:35.007 I put that out a few months ago and it 0:32:35.007 --> 0:32:39.567 basically describes this process, right? You have hypotheses, you test them. 0:32:40.327 --> 0:32:43.567 That's it. Right. Humans have hypotheses. They test them. But 0:32:43.567 --> 0:32:47.807 we do it at such small scale. And more importantly, um, 0:32:47.967 --> 0:32:50.567 real innovation comes from getting a bunch of smart people together, 0:32:50.567 --> 0:32:52.927 like Bell Labs or the Renaissance, and a whole bunch 0:32:52.927 --> 0:32:56.047 of smart people are together there talking about their ideas. 0:32:56.287 --> 0:32:59.127 But the other person's idea that they're talking to influences 0:32:59.127 --> 0:33:04.647 them slightly, changes their idea. Or even somebody, um, somebody, uh, 0:33:04.647 --> 0:33:09.727 copies the idea, but they copy it incorrectly with a 0:33:09.727 --> 0:33:14.127 slight deviation that actually makes it better. And that's absolutely insane. 0:33:14.247 --> 0:33:17.207 So essentially what you have is like this evolution. You 0:33:17.207 --> 0:33:23.807 have evolutionary biology or evolutionary, um, improvement happening to the 0:33:23.807 --> 0:33:29.827 realm of ideas. Now, that is 100% Sense automatable as well. 0:33:29.827 --> 0:33:31.747 You could use AI to do that. You could use 0:33:31.747 --> 0:33:35.187 genetic algorithms to do that. You know, it's easy to 0:33:35.187 --> 0:33:37.947 do this in a not sophisticated way, and I'm sure 0:33:37.947 --> 0:33:40.307 you could do it in a lot more sophisticated ways 0:33:40.307 --> 0:33:42.306 the more you think about it. But essentially you have 0:33:42.307 --> 0:33:46.187 this engine of human generated ideas, AI generated ideas, and 0:33:46.187 --> 0:33:50.627 then you have this evolutionary petri dish which constantly evolves them, 0:33:51.067 --> 0:33:54.827 that spits out hypotheses which go through some sort of filter, 0:33:55.187 --> 0:33:58.667 and then the higher quality ones go into this automated 0:33:58.707 --> 0:34:03.467 testing lab and we start to have this giant Bell Labs. 0:34:05.627 --> 0:34:13.147 Renaissance mechanism for inventing new things. Right. Inventing completely new things, 0:34:13.387 --> 0:34:17.227 solving things like aging and cancer and all these different illnesses, 0:34:17.867 --> 0:34:21.907 extending lifespan, like solving world hunger, like creating abundance on 0:34:21.907 --> 0:34:24.947 the planet, like, you know, getting away from the zero 0:34:24.947 --> 0:34:28.477 sum game of like capitalism and all this stuff. Like 0:34:29.117 --> 0:34:32.357 you could literally use this engine to solve human problems, 0:34:32.677 --> 0:34:35.957 you know, at scale. So all this is just massively 0:34:35.957 --> 0:34:39.117 exciting to me. And I thought that was like the 0:34:39.117 --> 0:34:43.357 most interesting story of the week. Apple releases controversial paper 0:34:43.357 --> 0:34:48.677 on AI. Yeah, yeah. It was silly. It was a 0:34:48.677 --> 0:34:51.517 silly paper. Um, some people are like, oh, you're behind 0:34:51.517 --> 0:34:53.917 on AI. So now you release a paper that basically 0:34:53.917 --> 0:34:58.477 says AI is stupid. Anyway. Um, I didn't even want AI. Uh, 0:34:58.477 --> 0:35:00.837 it's dumb anyway. So that's why. That's why I'm not 0:35:00.837 --> 0:35:03.556 trying hard. That's why other people are beating me. That's 0:35:03.557 --> 0:35:06.957 not actually what happened though, because Apple Apple air quotes. 0:35:06.997 --> 0:35:12.477 Apple isn't saying this. It is some ML team within Apple. Right. 0:35:12.517 --> 0:35:16.557 Releasing this. So, um, anyway, it was a funny narrative. 0:35:16.717 --> 0:35:20.357 OpenAI massively drops O3 prices. They dropped by 80% and 0:35:20.357 --> 0:35:24.877 they also released O3 Pro. Um, OpenAI doubles revenue to 0:35:25.007 --> 0:35:29.567 $10 billion annually. And OpenAI also must keep all ChatGPT 0:35:29.607 --> 0:35:33.927 conversations indefinitely due to a legal hold related to a lawsuit. 0:35:34.567 --> 0:35:38.207 I find this weird. I don't know how accurate this is. 0:35:38.207 --> 0:35:41.607 If it's all like what exactly the scope is. There's 0:35:41.607 --> 0:35:43.647 a quote here that says we are required to retain 0:35:43.647 --> 0:35:47.087 all data. Cannot process deletion requests during this period. What 0:35:47.087 --> 0:35:49.607 I don't know is if it applies to like tenants 0:35:49.607 --> 0:35:52.767 where they've paid extra money just to have their stuff 0:35:52.807 --> 0:35:55.487 be ephemeral, right? There are a lot of people with 0:35:55.527 --> 0:35:58.487 like private Azure instances where like that was the whole 0:35:58.487 --> 0:36:01.607 reason they're paying extra is the fact that it's ephemeral, 0:36:01.607 --> 0:36:04.967 or it gets deleted constantly or they're able to delete it, 0:36:05.327 --> 0:36:07.767 but I don't know if it applies there. I doubt it, 0:36:07.767 --> 0:36:12.286 but who knows? OpenAI makes ChatGPT voice mode sound way 0:36:12.287 --> 0:36:18.007 more human. Okay, go play with voice mode. Advanced voice 0:36:18.007 --> 0:36:22.367 mode on ChatGPT. It is ridiculous. I mean, it is 0:36:22.367 --> 0:36:25.777 absolutely ridiculous. I was having a conversation with it yesterday, 0:36:25.777 --> 0:36:28.737 which I haven't talked to in a while, and it 0:36:28.737 --> 0:36:33.137 felt so incredibly human. The pauses, the voice tones, it 0:36:33.137 --> 0:36:37.937 actually sang. Um. At first it did like vocal song 0:36:37.977 --> 0:36:41.217 and I was like, no, not, you know, uh, spoken 0:36:41.217 --> 0:36:46.177 word actually sing. And it actually sung with, like, tone. Um, anyway, 0:36:46.577 --> 0:36:48.897 I still use the Cove one because it sounds like, uh, 0:36:48.897 --> 0:36:52.497 one of the AIS from interstellar, and that's my favorite voice, uh, 0:36:52.497 --> 0:36:57.697 since they got rid of, uh, Samantha. All right, Stanford 0:36:57.697 --> 0:37:01.777 study shows doctors put AI beat. Oh, plus, I beat 0:37:01.777 --> 0:37:08.297 traditional diagnostic tools. So doctors normally in this particular test 0:37:09.537 --> 0:37:17.097 were 75% accurate. Doctors with the AI were 85% accurate, 10% jump. 0:37:17.577 --> 0:37:21.657 But the hilarious part and extremely sad part I by 0:37:21.787 --> 0:37:26.467 itself was 90%. It was 5% better than the doctor 0:37:26.467 --> 0:37:31.787 using I. So it's like, yeah, it's like, yeah, I 0:37:31.827 --> 0:37:34.027 am way better than the doctor. This is the I talking. 0:37:34.027 --> 0:37:36.907 I'm way better than the doctor. I am 15% of 0:37:36.907 --> 0:37:40.427 the doctor. Now, if the doctor uses me and asks 0:37:40.427 --> 0:37:43.547 me questions, it can almost be as smart as me, 0:37:43.547 --> 0:37:47.827 but not quite. And we all know how early the 0:37:47.827 --> 0:37:50.107 game is. We all know how bad I is at 0:37:50.107 --> 0:37:53.467 certain things, and it's already to this point. And this 0:37:53.467 --> 0:37:56.107 is not like some random study at a junior college. 0:37:56.147 --> 0:38:03.067 This is a pretty large Stanford study. Insane. Absolutely insane. Uh, 0:38:03.067 --> 0:38:06.627 Microsoft reshuffles leadership to focus on AI agents. My new 0:38:06.627 --> 0:38:10.747 favorite description of a business mode. This is from Jamin Bell. 0:38:10.987 --> 0:38:13.347 A real long term moat is just a sequence of 0:38:13.347 --> 0:38:16.827 smaller moats stacked together. Each one buys time. And what 0:38:16.827 --> 0:38:18.987 you do with that time, how fast you execute, how 0:38:18.987 --> 0:38:23.277 quickly you evolve, determines whether you stay ahead. And my 0:38:23.277 --> 0:38:28.197 analysis of this or my. You know, um. Clarification of 0:38:28.197 --> 0:38:31.357 it or tightening it up is to me, that means 0:38:31.397 --> 0:38:35.237 speed and adaptability is the only real moat. And a 0:38:35.237 --> 0:38:38.917 hat tip to, uh, Clint Gibler, uh, my buddy for, uh, 0:38:38.917 --> 0:38:42.717 sending me this, like, in a text or something. Um, really, 0:38:42.717 --> 0:38:47.637 really good technology. Why Bell labs works so well. Uh, 0:38:47.637 --> 0:38:50.437 we talked about that already. BYD's five minute charging puts 0:38:50.477 --> 0:38:53.717 China in the lead for EVs. Five minute charging. That's 0:38:53.717 --> 0:38:58.957 basically a gas station. Uh, very worried. Um, this is 0:38:58.957 --> 0:39:02.157 why I want Tesla to win so bad. And now 0:39:02.157 --> 0:39:06.397 also Waymo. Uh, I want, but it's got to be 0:39:06.397 --> 0:39:08.997 Tesla because they're the ones making the cars. I'm really 0:39:08.997 --> 0:39:13.237 worried about BYD. BYD is making extremely good cars. They 0:39:13.277 --> 0:39:18.077 are subsidizing them. They have 10,000 EVs. And we're talking 0:39:18.077 --> 0:39:20.977 about five minute charging like a gas station. I mean, 0:39:22.057 --> 0:39:24.617 if they were to come here, they would crush right now. 0:39:24.617 --> 0:39:27.417 So we need our options. We need American options to 0:39:27.457 --> 0:39:31.297 be getting better way faster than they are right now. 0:39:32.417 --> 0:39:36.497 Wing and Walmart expand drone delivery to 100 stores, which 0:39:36.497 --> 0:39:43.657 is five major cities. Uh, Chinese tech behind Amazon's humanoid robots. Great. 0:39:43.657 --> 0:39:47.097 So Amazon is doing humanoid robots now. Um, they're talking 0:39:47.097 --> 0:39:52.657 about potentially having humanoid delivery drivers. And the tech is Chinese. Great. 0:39:53.497 --> 0:39:57.137 YouTube loosens content rules using public interest as a standard. 0:39:57.377 --> 0:40:00.497 And AWS has opened a new region in Taiwan with 0:40:00.617 --> 0:40:06.257 three availability zones. Humans. Rents are dropping in most US 0:40:06.257 --> 0:40:09.617 cities for the first time since 2023. Caffeine keeps your 0:40:09.617 --> 0:40:12.177 brain awake even while you sleep, so you could actually sleep. 0:40:12.177 --> 0:40:15.777 According to the study. You could actually sleep and stay asleep, 0:40:15.777 --> 0:40:19.347 but you wake up more tired because your brain is 0:40:19.347 --> 0:40:24.067 not properly resting. Because the caffeine. Because caffeine basically blocks 0:40:24.547 --> 0:40:28.427 the sleep, um, receptor. Um, that's one of the mechanisms. 0:40:28.427 --> 0:40:32.067 So that's probably related to why this is the case, 0:40:32.507 --> 0:40:34.627 or at least why they found that to be the case. 0:40:34.667 --> 0:40:38.387 Las Vegas fights record heat with massive tree planting. And 0:40:38.387 --> 0:40:41.587 this is not, uh, like it's absorbing carbon. Uh, because 0:40:41.627 --> 0:40:44.067 that wouldn't be nearly the amount of skill you need. Uh, 0:40:44.067 --> 0:40:47.787 that's a planetary thing. But, um, for shade is what 0:40:47.787 --> 0:40:51.587 they're talking about. Mushrooms may communicate using up to 50 words. 0:40:51.587 --> 0:40:56.787 And forests offset global warming more than scientists previously thought. 0:40:57.547 --> 0:41:00.827 So replanting the trees that we lost since the 1800s 0:41:00.827 --> 0:41:06.267 could cool the planet by like half a degree, which 0:41:06.267 --> 0:41:10.747 I think is Celsius. Uh, which would be cool. Uh, 0:41:10.747 --> 0:41:13.387 I think we should do that. I think we should plant, like, 0:41:13.427 --> 0:41:19.797 trillions of trees and just, uh, see if the temperature 0:41:19.797 --> 0:41:22.757 falls really fast. See if CO2 levels fall really fast. 0:41:23.157 --> 0:41:25.317 And if they do, um, cut down some of the trees. 0:41:25.877 --> 0:41:29.997 That's what I think. And also carbon sequestration. And also 0:41:29.997 --> 0:41:34.317 we should go all in on solar discovery. Someone built 0:41:34.317 --> 0:41:36.997 an MCP server that actually runs on Cloudflare workers. So 0:41:36.997 --> 0:41:39.317 you don't have to stand up your own infrastructure. Data 0:41:39.317 --> 0:41:43.717 visualization reveals patterns in D&D monster designs. How anthropic teams 0:41:43.717 --> 0:41:46.957 use cloud code. We are No longer a serious country 0:41:46.957 --> 0:41:51.197 by Paul Krugman. Great explanation of how model context protocols 0:41:51.197 --> 0:41:54.997 is different from traditional APIs. I'm not sure I'm going 0:41:55.037 --> 0:41:57.117 to read all these, because they're actually just links for 0:41:57.117 --> 0:42:00.637 you to go and click on in the newsletter. Um, 0:42:00.637 --> 0:42:03.677 so I'm just going to go right to aphorism of 0:42:03.677 --> 0:42:06.797 the week. It is not death that we should fear, 0:42:06.797 --> 0:42:09.797 but never beginning to live. It is not death that 0:42:09.797 --> 0:42:14.157 we should fear, but never beginning to live. Marcus Aurelius.