Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

The last 100 years of scientific and technological progress have been incredible, but I think the next 20 years will be the most transformative in human history. I believe we are on the verge of creating AI systems that will compress decades of scientific progress into just a few years, potentially solving diseases that have plagued humanity for millennia, defeating mental health crises, and creating economic growth in a way that could lift billions out of poverty.

Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

I think the thing I keep coming back to is that intelligence and energy are the two fundamental inputs to the universe, and if we have basically unlimited intelligence, we can hopefully also get to basically unlimited energy. And then, from those two things, you can just make so much.

Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

I think the thing that I've always believed most deeply is that intelligence is the meta-resource. If you have intelligence, you can figure out how to get all of the other resources. And if you can massively increase the amount of intelligence working on the world's problems, you can unlock solutions that we can't even currently imagine.

Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

I think we will look back on this moment as the single most important turning point in the history of human civilization. Truly, not hyperbole. The transition from a world where there was a fixed amount of intelligence and energy to a world where both of those are effectively unlimited is so profound that I don't think we are able to fully conceptualize what it will mean.

Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

I think AI is going to be the most transformative technology in human history, and I think it will compress potentially 100 years of scientific progress into the next decade or so. I think it will defeat diseases that have plagued us forever. I think it will help lift many people out of poverty. I think it will dramatically increase the quality of life for most people on Earth.

Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

I think we are at the beginning of what may be the most transformative period in human history. The economic growth we've had over the past few centuries—which felt fast—may look very slow compared to what's coming. And I think we have a chance to lift a billion people out of poverty, to cure diseases, to solve mental health problems at scale, in ways that have seemed impossible.

Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

The robots are going to do the things that we need to survive. And then humans get to do the things that we want to do. I don't know what that world looks like exactly, but it seems like a much better world than the current one where many people can't get great medical care, can't get great education, can't afford the things they need.

Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

The thing that I keep coming back to is that intelligence and energy are the two inputs to the economy, and if you have basically unlimited intelligence and energy, you can make almost anything. And we may actually be on track to get there.

Invest Like the Best with Patrick O'Shaughnessy

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

The thing that I keep coming back to is that intelligence and energy are the two inputs to wealth creation. And we have, in AI, a way to potentially radically expand the amount of intelligence available to humanity. If we can do that, and if we can find a way to get cheap, abundant energy, I think the world looks totally different in 20 to 30 years than most people are imagining.

Invest Like the Best with Patrick O'Shaughnessy

Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]

The United States is in the middle of an energy transformation, and natural gas sits at the center of it. The same fuel that was supposed to be a bridge to renewables is now being called upon to power the AI revolution, sustain manufacturing reshoring, and keep the lights on as coal retires faster than alternatives can replace it.

The a16z Show

AI Is Crossing the Frontier of Human Knowledge | Kevin Weil

modern AI models are beginning to solve problems that sit beyond the frontier of existing human knowledge

The Business of Tech

China’s AI and robot revolution

China may not be the leader in AI development yet, but it certainly is a leader in the adoption of AI.

Invest Like the Best with Patrick O'Shaughnessy

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

The other thing I'd say about AI is it has this strange property where the more you use it, the more you realize how transformative it's going to be. Most technologies, the more you use them, the more you understand their limitations. AI is almost the opposite — the more deeply you engage with it, the more you realize the ceiling is higher than you thought.

The a16z Show

AI, Growth, and the Future of Healthcare | Anish Acharya & Sachin Jain

Acharya argues that artificial intelligence is not simply another productivity tool, but a fundamentally new technology capable of performing work on behalf of people and organizations.

Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

The real worry I have is that AI is going to accelerate the rate of change in terms of the skills needed and the jobs that will be replaced faster than the social fabric can absorb. It's not that jobs won't be created. I actually think more jobs will be created. But the question is, will the pace of job creation keep up with the pace of job destruction?

TBPN

AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN

Ideally like every seat would have a co-pilot alongside of it. That I mean that's the idea, right? Uh and so the question is how quickly can they get that 20 million co-pilot seats up to 200 million 400 million.

Decoder with Nilay Patel

THE PEOPLE DO NOT YEARN FOR AUTOMATION

Software brain is powerful stuff. It's a way of thinking that basically created our modern world. But software thinking has also been turbocharged by AI in a way that I think helps explain the enormous gap between how excited the tech industry is about the technology and how regular people are growing to dislike it more and more over time.

Decoder with Nilay Patel

Cisco CEO Chuck Robbins wants data centers in space

But without Cisco's actual routers and switches and silicon — and the software to make those things work — there's no internet, no cloud, and no AI.

TED

What You Know That AI Doesn’t | Priyanka Vergadia | TED

AI is excelling at identifying patterns. It understands data. We humans excel at understanding what these patterns actually mean in this beautifully chaotic world of human behavior.

The Business of Tech

Too small is a tech myth – Mehran Gul on NZ’s real advantage

if one or two places can change their relative importance in technology within such a short time span, you know, five to seven years, and it's not just China, you know Canada, for instance, the outsize role that it has played in AI research. You know, much of the AI boom that we see today comes from just a couple of major advancements in AI that happened, for instance, alexnet, which was this seismic event in neural networks.

The a16z Show

What's Missing Between LLMs and AGI - Vishal Misra & Martin Casado

what's actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect.

TED

A Songwriting Battle with My AI Clone | Jason "Poo Bear" Boyd | TED

AI has never had its heart broken, you know, AI's never been in love. So it's like those things. Of course, there will be a math equation that equals up to heartbreak or love or something like that. But I don't think, like, actually going through it.