Podcasts about AGI

Discover how a homegrown AI agent is outsmarting big-brand competitors, letting users tailor digital assistants with real memory and skills. The future isn't just smarter models, but everyday tech that learns exactly how you work. • Hermes AI agent's launch, mass adoption, and personalized capabilities • Open source vs. proprietary AI: model access, privacy, and funding hurdles • Apple's next-gen Siri and agentic platform ambitions unpacked • Nous Research model development, Nvidia partnerships, and training challenges • The risk of an "AI underclass" and ethics in model distribution • Anthropic's Fable release: strict guardrails, silent model downgrades, and open source tensions • Local models vs. cloud LLMs: cost, effectiveness, and practical tuning • Community-driven iterating: Hermes' rapid product evolution and user obsession • Vatican's AI encyclical: church perspectives on AI, morality, and the common good • AGI arrival debate: economic thresholds, capabilities, and human uniqueness • The reality of AI hallucinations, agent accuracy, and responsible usage • Legal fallout over AI-generated hallucinations in court filings • AI's growing role in Hollywood contracts and labor protections • Google's Gemini 3 live translation impresses but raises privacy flags • German courts label Google AI overviews as publisher speech, liability looms • AI detection tools like Pangram face scrutiny in real-world writing and education • Google Dream Beans app tests the limits of digital personal recommendations • Picks of the Week: Reddit AMA, Dream Beans, basketball and retro gaming, research critiques Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Jeffrey Quesnelle Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/machines Melissa.com/twit zscaler.com/security

Discover how a homegrown AI agent is outsmarting big-brand competitors, letting users tailor digital assistants with real memory and skills. The future isn't just smarter models, but everyday tech that learns exactly how you work. • Hermes AI agent's launch, mass adoption, and personalized capabilities • Open source vs. proprietary AI: model access, privacy, and funding hurdles • Apple's next-gen Siri and agentic platform ambitions unpacked • Nous Research model development, Nvidia partnerships, and training challenges • The risk of an "AI underclass" and ethics in model distribution • Anthropic's Fable release: strict guardrails, silent model downgrades, and open source tensions • Local models vs. cloud LLMs: cost, effectiveness, and practical tuning • Community-driven iterating: Hermes' rapid product evolution and user obsession • Vatican's AI encyclical: church perspectives on AI, morality, and the common good • AGI arrival debate: economic thresholds, capabilities, and human uniqueness • The reality of AI hallucinations, agent accuracy, and responsible usage • Legal fallout over AI-generated hallucinations in court filings • AI's growing role in Hollywood contracts and labor protections • Google's Gemini 3 live translation impresses but raises privacy flags • German courts label Google AI overviews as publisher speech, liability looms • AI detection tools like Pangram face scrutiny in real-world writing and education • Google Dream Beans app tests the limits of digital personal recommendations • Picks of the Week: Reddit AMA, Dream Beans, basketball and retro gaming, research critiques Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Jeffrey Quesnelle Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/machines Melissa.com/twit zscaler.com/security

There's a lot to unpack about the economic effects of artificial intelligence. It's clear that artificial intelligence is having a moment (to say the least) and that it has a profound impact on global GDP. But is it just a boom that will bust? Ed Zitron, author and host of the “Better Offline” podcast, is deeply worried about the long-term viability of the industry. He points out that AI lacks the basic traits that have been associated with previous software booms. This raises the question: is AI running more on unsustainable costs and vibes rather than long-term profit potential? According to Ed, the answer is clear.  Sign up for MS NOW Premium on Apple Podcasts to listen to this show and other MS podcasts without ads. You'll also get exclusive bonus content from this and other shows. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For episode 741 of the BlockHash Podcast, host Brandon Zemp is joined by Keith Zubchevich, President and CEO of Conviva.Keith Zubchevich is president and CEO of Conviva, where he helps digital businesses understand what their customers actually experience — not just what dashboards say is happening. He leads Conviva's work at the intersection of agentic AI, real-time analytics, and customer experience, with a focus on measuring outcomes, friction, and risk once AI is deployed in production. Learn how Conviva gives AI agents context at conviva.ai  

Mistral CEO Arthur Mensch joins CNBC's Arjun Kharpal to discuss AI infrastructure, the race for computing power, and why access to AI “tokens” is becoming a strategic priority. He also shares his views on AI sovereignty, enterprise adoption, custom chips and the future of AGI.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most people working on AI safety think without a massive effort AI systems will probably end up with goals catastrophically different from humanity's. Today's guest, Rohin Shah — head of AGI Safety and Alignment at Google DeepMind, and an AI safety researcher since 2017 — disagrees.“There is no particularly compelling argument that this is the thing that happens by default,” Rohin explains. “There's a lot of arguments that are suggestive that maybe it could happen, such that you should find it plausible. That's sufficient to justify a significant amount of effort into averting it, which is why I work in the area I do. But none of them rise to the level of, ‘I'm expecting this to happen by default.'”Take the worry that AIs will accidentally be trained to be deceptive. Sure, it's possible. But we're not running reinforcement learning over year-long trajectories — for now, we're running it over a week at most. The natural prediction is that models learn to grab short-term reward, not that they develop the ambitious long-horizon goals required for convergent power-seeking.What about current examples of models lying and scheming? Rohin has looked into the details, and most don't really resemble the thing we really fear: a competent AI pursuing an ambitious misaligned goal. Anthropic's “alignment faking” results, for instance, show a model trying to preserve its trained values against modification, which is arguably what it was trained to do.Rohin also expects we'll see problems coming. There's some generalisation risk at the point where AIs become powerful enough to actually take over, but the underlying challenges — overseeing superhuman systems, interpretability — are things we can iterate on now.Host Rob Wiblin pushes back on the case for AI optimism, and they also explore why current alignment success isn't strong evidence about superhuman systems, what it would actually take to change Rohin's mind, and where he thinks the doomers go wrong.Learn more, video, and full transcript: https://80k.info/rs26Check out our new book! https://80k.info/career-guideChapters:Who's Rohin Shah? (00:00:00)Rohin thinks we probably won't get catastrophic misalignment (00:00:49)Safety 'commitments' have severe limitations (00:10:38)Rohin's team doesn't have a veto and that's OK (00:27:36)Central banks are a promising model for regulating AI (00:33:34)'Pre-deployment evals' are overrated (for catastrophic risks) (00:37:41)Governance is likely a bigger bottleneck than alignment (00:43:55)Why isn't Rohin trying to pause AI progress? (00:51:44)We'll probably be able to read AI thoughts for years to come (00:54:17)Having to signal concern for safety can divert resources from actually making AI safer (01:09:51)A very underrated GDM paper (01:28:59)Google DeepMind's actual plan for building AGI safely (01:40:29)Why Rohin doubts the intelligence explosion is imminent (01:52:44)How external researchers can positively influence big AI companies (02:21:55)The roles GDM most needs to hire for (02:37:03)How Rohin stays positive (02:42:55)  This episode was recorded on December 4, 2025.Our production team includes:Video editors: Josh Alward, Dominic Armstrong, Jasper Luithlen, Milo McGuire, Luke Monsour, and Simon MonsourProducers: Elizabeth Cox and Nick StocktonCoordination and support: Katy Moore and Lou MoranCamera operator: Jeremy Chevillotte

What if a cat could run your business and make you $300,000? Meet Felix Craft — an AI agent built to operate an entire company solo. We stumbled down this rabbit hole and it got philosophical fast.In this episode, Josh and Will break down the Felix Craft story: an AI "CEO" agent making real money with zero humans involved. But that's just the launch pad. From there, we get into the bigger questions — can AI really replace human workers at scale? What does AGI actually mean? And what does it look like when someone builds a company designed to eliminate themselves from it entirely?Spoiler: we think work is about more than efficiency. It's about culture, creativity, and showing up for each other — and no AI agent is changing that anytime soon.--♣️Want to become a HiTech Club member, support the pod, and get all of the extras on our episodes? Head over to our Buy Me a Coffee to subscribe: buymeacoffee.com/hitechpodcast.

Welcome back to Impact Theory with Tom Bilyeu! In this episode, Tom is joined by returning co-host Drew and team member Ryan to dive into some of the most pressing topics shaping our world today. The discussion kicks off with celebrations—both personal and technological—as Drew shares his recent experience producing a short film and Tom breaks down the astonishing advancements in AI, notably Claude Opus 4.8's breakthrough performance on "humanity's last exam."The conversation evolves to explore the implications of AI for the job market, society, and creativity, as Tom and Drew challenge the widespread fears and hype around artificial general intelligence. They examine the paradoxical effects of technological disruption, the shifting landscape of employment, and the need for personal adaptability amidst rapid change. The team also tackles recent events ranging from protests at ICE facilities and global political developments in Iran to economic impacts of rising energy prices and cultural upheaval seen in global sports celebrations.With lively audience engagement and thought-provoking super chats, this episode delivers a sharp, no-holds-barred analysis on how technology, culture, and leadership are intertwining to shape our future. Whether you're an entrepreneur, creative, or just trying to figure out your next move in a rapidly changing world, tune in for a masterclass in adaptation, resilience, and critical thinking.Truemed: Check your eligibility and start saving at https://truemed.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactPique: 20% off at https://piquelife.com/impactQuince: Free shipping and 365-day returns at https://quince.com/impactpodPlaud: Get 10% off with code TOM10 at https://plaud.ai/tomWhatnot: AT&T Business: Switch to AT&T Business at business.att.comShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactWhat's up, everybody? It's Tom Bilyeu here:If you want my help...STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20showSCALING a business: see if you qualify here.: https://tombilyeu.com/callGet my battle-tested strategies and insights delivered weekly to your inbox: sign up here.:https://tombilyeu.com/**********************************************************************If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you.**********************************************************************FOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI Expert Mo Gawdat returns to The Diary Of A CEO to reveal why AGI has already arrived, why 30% of jobs will disappear by 2027, and why the most dangerous thing about AI isn't the technology - it's the people in charge of it. Mo Gawdat is the former Chief Business Officer at Google X, founder of One Billion Happy, and co-founder of Emma.Love. He is a 4x international bestselling author, and his upcoming book ‘Alive: A Human's Guide to Living in the World of AI', will be released in October 2026. He explains: ◾How AI can give you a 400-point IQ boost, and why most people are wasting it ◾ Why Mo actually wants a machine smarter than all of humanity to take control ◾Why Sam Altman said AI will "likely end humanity", and what he chose to do next ◾Why capitalism breaks when AI replaces the workers who buy the things we make ◾Why AI unemployment could trigger civil unrest before governments are ready for it Chapters 00:00:00 Intro 00:02:06 Why Mo Warned About AI Before Anyone Else 00:05:03 Can AI Be a Net Positive for Humanity? 00:08:33 Massive Job Disruption Worldwide 00:15:05 Will AI Cost Savings Create New Jobs? 00:16:15 What Happens to Blue Collar Jobs? 00:21:57 How 10–15% Job Loss Reshapes Society 00:24:20 How Civil Unrest Could Unfold 00:26:04 Sam Altman's Flip-Flopping on AI 00:32:15 Is Sam Altman Pro-Humanity? 00:33:51 Imagining a Future Where Humanity Is Fine 00:42:01 Will One Superintelligence Rule the World? 00:45:52 If AGI Is Already Here, What Now? 00:48:19 Why Human Lived Experience Still Matters 00:52:33 Why Not Just Hire AGI Instead of People? 00:55:00 Can We Control AI Smarter Than Us? 00:58:42 Could AI Decide to Leave the Server? 00:59:16 The Risk of Models Even Creators Don't Understand 01:04:30 AI Isn't Evil But We Need a Plan 01:08:48 Ads 01:10:50 The Symptoms of AGI by 2030 01:13:59 If the US Stops, Will We Become China's Lapdog? 01:16:22 Should Governments Invest More in AI? 01:17:16 Can an Economy of Entrepreneurs Work? 01:20:36 Do We Need to Join the AI Arms Race? 01:23:31 Will Global Competition Build Better AI? 01:32:23 Ads 01:34:34 Who Will Prioritize Ethical AI? 01:38:21 Whose Economy Works for the Middle Class? 01:41:57 Can Ethical AI Still Be Engaging? 01:46:39 Has This Ever Happened Without Government? 01:52:24 What Absolute Dystopia Looks Like 01:55:35 Are You Optimistic About AI? 01:57:08 Does Happiness Matter More in the AI Age? 02:00:17 The Legacy Mo Gawdat Wants to Leave Enjoyed the episode? Share this link and earn points for every referral - redeem them for exclusive prizes: https://doac-perks.com Follow Mo: Instagram - https://link.thediaryofaceo.com/4Hv5OK8 Website - https://link.thediaryofaceo.com/GRKeGgO Podcast - https://link.thediaryofaceo.com/CgXWNIe You can pre-order Mo's book, ‘Alive: A Human's Guide to Living in the World of AI', here: https://link.thediaryofaceo.com/BvCLbtT The Diary Of A CEO: ◼ Join DOAC circle here - https://doaccircle.com/ ◼ Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook ◼ The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt ◼ The Diary Of A CEO Conversation Cards: https://linkly.link/2io2A ◼ Get email updates - https://bit.ly/diary-of-a-ceo-yt ◼ Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb Sponsors: Shopify - https://shopify.com/bartlett Function Health - https://Functionhealth.com/DOAC to sign up for $365 a year. One dollar a day for your health Ketone - https://ketone.com/STEVEN for 30% off your subscription order

In this episode, the mates discuss Opus 4.8, The OpenAI Foundation, Demis Hassabis' views on AGI, AI extremism on the rise, and more. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends   Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of Open ExO, a GP at Exponential Venture Capital/The Organizational Singularity Fund and a sought after global speaker and thought leader. Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding      Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy   Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter  _ Connect with Peter: X Instagram Substack Website Xprize Abundance360 Connect with Dave: Web X LinkedIn Instagram TikTok Connect with Salim: LinkedIn X Apply for Salim's Pilot Program  Subscribe to Salim's YouTube channel Exponential Venture Capital Connect with Alex Website LinkedIn X Email Substack  Spotify Threads Listen to MOONSHOTS: Apple YouTube – *Recorded on May 30th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the biggest thing standing between you and better decisions under pressure isn't your circumstances, but the automatic “autopilot” reactions running your mind without you noticing?In this episode, clinical psychologist Dr Gregory Obert breaks down why we so often react emotionally before we even realise what's happening, and how that can distort our thinking, relationships, and choices. If you've ever snapped, assumed the worst, or regretted a reaction in the heat of the moment, this conversation connects directly to that experience and shows what's actually going on beneath it.By listening, you'll understand:How “autopilot” thinking quietly shapes your reactions and decisions without conscious awarenessSimple mindfulness techniques to interrupt unhelpful thought loops and “defuse” from them in real timePractical nervous-system tools (like sensory grounding and cold exposure) to regain control when emotions spikePress play on this episode to learn how to step out of reactive patterns and respond with clarity even in high-pressure moments.˚KEY POINTS AND TIMESTAMPS:00:00 - How Autopilot Reactions Shape Your Decisions02:35 - What Mindfulness Really Means05:58 - The Johnny Example and Assumptions Under Pressure10:16 - Defusion: Separating Thoughts from Reality12:04 - Simple Mindfulness Exercises to Build Awareness16:15 - How to Interrupt Emotional Reactions in Real Time18:24 - The 0 to 10 Emotional Scale and the Logical Brain21:41 - Using Cold Exposure to Calm Emotional Intensity29:05 - Sitting with Difficult Emotions Without Escaping Them36:07 - Where to Learn More from Dr Greg Obert˚MEMORABLE QUOTE:"It's paying attention on purpose to the present moment, non-judgmentally."˚VALUABLE RESOURCES:Dr Greg's website: https://www.royaloasispi.com/˚Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚

Sebastian Mallaby spent three years and 30+ hours interviewing Demis Hassabis in the back of a British pub to write The Infinity Machine, and the conversation uses that reporting to surface the most underexplored figure in AI. Demis founded the original AI lab in 2010, won a Nobel Prize, runs models that consistently top the leaderboards, and yet remains so unrecognized that Sebastian's own publisher worried no one would buy a book with his face on the cover.  The throughline is a paradox: Demis tried to prevent the AI race we're now all living through, and now finds himself one of its central protagonists. He used to believe a single lab could carry the safety burden to AGI; he now sees safety as a collective action problem only governments can solve. He hedged DeepMind's research bets across every promising direction, and as a result missed the two most consumer-defining moments in modern AI — ChatGPT and Claude Code. He nearly spun DeepMind out of Google with a secret $1B Reid Hoffman pledge backing him, but never used the leverage and stayed — and won a Nobel Prize the next year. The episode also zooms out to the structural forces shaping the race — why hyperscalers can't out-recruit concentrated-bet labs, why Sebastian gives OpenAI roughly 50/50 odds of being absorbed by next summer, why he thinks Anthropic should IPO right now, and what the personal histories between Demis, Elon, and Sam reveal about who actually trusts whom.   (0:00) Intro (2:04) Was the AI Race Inevitable? (4:03) The 2015 Safety Summit Backfire (7:15) Can Governments Actually Fix This? (9:26) How the World Misread DeepMind (11:27) Why Google Never Makes the Concentrated Bet (15:51) Project Mario: The Secret Spinout Plan (19:43) What Demis Actually Regrets (23:46) Venture Startups vs. Tech Behemoths (27:50) Controlling the Narrative (30:40) The Talent War and Hiring Brand (34:08) David Silver and the RL True Believers (38:21) Demis, Elon, and the Evil Genius Feud (42:39) Great Man Theory vs. Inevitability (45:00) What Demis Didn't Want Published With your host: @jacobeffron - Managing Director at Redpoint

Welcome to episode #1038 of Thinking With Mitch Joel (formerly Six Pixels of Separation). At a time when technology feels simultaneously more powerful and more opaque than ever, Marcus Fontoura is making a case for something many people feel they've lost: agency. A Technical Fellow and Corporate Vice President at Microsoft, Marcus has spent decades helping build the infrastructure that powers the modern internet, including leadership roles at Microsoft Azure, Google and IBM. His new book, Human Agency In A Digital World, is both a guide to understanding the technologies shaping our lives and a reminder that we are not merely passengers along for the ride. Drawing on his experience building cloud computing platforms and large-scale digital systems, Marcus demystifies everything from search engines and social media to artificial intelligence and cloud infrastructure, arguing that technological literacy should be as fundamental as understanding economics or government. In this episode, Marcus explores the growing gap between the people building technology and the people living with its consequences. He discusses social media's impact on mental health, misinformation, polarization, AI's role as a prediction engine rather than an autonomous intelligence, and the importance of regulation in areas where technological progress has outpaced public understanding. At the same time, Marcus offers a deeply optimistic vision of the future. He believes that access to information, computing power and AI tools can empower a new generation of scientists, entrepreneurs and problem-solvers to tackle challenges ranging from healthcare and education to climate change and scientific discovery. Rather than viewing technology as something happening to us, Marcus argues that understanding how these systems work is the first step toward shaping how they evolve. What emerges is a thoughtful conversation about curiosity, responsibility, innovation and the enduring role of human judgment in an increasingly digital world. Enjoy the conversation… Running time: 47:25. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Thinking With Mitch Joel. Feel free to connect to me directly on LinkedIn. Check out ThinkersOne. Here is my conversation with Marcus Fontoura. Human Agency In A Digital World. A Platform Mindset. Follow Marcus on LinkedIn. Chapters: (00:00) - Introduction to Marcus Fontoura and His Role at Microsoft. (02:54) - Understanding the Cloud and Its Impact on Society. (06:06) - Human Agency in a Digital World. (08:57) - The Complexity of AI and Technology. (12:00) - The Role of Regulation in Technology. (15:07) - The Real-World Applications of AI. (17:59) - The Challenges of Social Media and Mental Health. (20:55) - The Need for Societal Engagement in Technology Regulation. (26:26) - The Challenge of Fake News and Agency. (27:00) - Empowering Future Generations. (31:27) - The Role of Human Agency in Technology. (34:01) - Concerns Over AI and Misinformation. (40:44) - Understanding AI Code Generation. (46:55) - The Pursuit of AGI and Its Implications. (50:08) - Technology's Role in Promoting Equality.

Is AI the biggest scam of our generation — or the most misunderstood technology in history? Cognitive scientist Gary Marcus has been studying artificial intelligence for over 30 years, and what he has to say will make you question everything you thought you knew about ChatGPT, AGI, and the trillion dollar AI gold rush.In this episode of SparX, we are talking with Gary Marcus – professor, author, and one of the most respected and fiercely independent voices in AI research – about why the promises being made by Sam Altman, Dario Amodei, and Elon Musk may be leading the global economy toward a catastrophic miscalculation.

The Ferrari Luce is here, and suffice to say it is not the electric Ferrari anyone expected. Nilay and David dig into the Jony Ive-designed car, from its marvelously appointed interior to its decidedly non-Ferrari-like exterior. (You might even call it... Nissan Leaf-like.) After that, the hosts discuss some of the latest backlash against AI, Google's ongoing AI-based changes to Search, and AI content labels. Finally, in the lightning round, it's time for Brendan Carr is a Dummy, some deeply nerdy display tech, and the incredible rising price of everything. Further reading: ⁠Ferrari reveals its first EV, with design help from Jony Ive ⁠ ⁠Jony Ive's Ferrari looks nothing like a Ferrari ⁠ ⁠This Ferrari should have been a Volkswagen ⁠ ⁠Ferrari's stock plummets after disappointing Luce unveil. ⁠ ⁠‘If I were to say what I think, I would be hurting Ferrari.' ⁠ ⁠All the news about Ferrari's polarizing Luce EV⁠ ⁠YouTube is putting AI labels where you'll actually see them⁠ ⁠People sure do hate Google's AI Search updates.⁠ ⁠Pope Leo warns of the risks of AI in major papal document ⁠ ⁠The Pope isn't AGI-pilled ⁠ ⁠Did the Pope use AI to write about the dangers of AI? ⁠ ⁠Sony's first RGB TV is a statement piece⁠ ⁠Facebook launches a ‘Plus' subscription that gives you extra features ⁠ ⁠Valve raises Steam Deck prices by more than $200 ⁠ ⁠It's not stopping any time soon. ⁠ ⁠The golden age of handheld gaming is already over⁠ Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. ((Timestamps are approximate.) 00:01:00 Intro 00:02:00 Daily Vergecast Era 00:03:00 Ferrari First EV 00:06:00 Why Luce Looks Wrong 00:07:00 Media Junket Ethics 00:08:00 Apple Car Vibes Inside 00:10:00 Comparisons to Leaf 00:13:00 Ferrari Legend Backlash 00:16:00 EVs Should Feel Normal 00:19:00 Cadillac EV Counterpoint 00:23:00 Jony Ive Constraints Debate 00:30:00 Anti AI Search Shift 00:32:00 Google Search Randomness 00:37:00 Beta Testing Users 00:42:00 Personalized Buying Future 00:45:00 Bad AI Products Everywhere 00:46:00 YouTube AI Labels 00:49:00 Auto Detection Doubts 00:51:00 Ads Versus AI Opt Out 00:52:00 Pope On Humanity 00:55:00 Uber Questions Productivity 01:03:00 Brendan Carr's Hard Hat 01:07:00 Meta Subscription Squeeze 01:14:00 Sony RGB Backlight TVs 01:19:00 Roku Home Screen Ads 01:21:00 Gaming Prices Spike 01:26:00 Wrap Up Learn more about your ad choices. Visit podcastchoices.com/adchoices

──────────────────────────────────────── [00:02:30] The AI Alignment Problem: Whose Values Do You Train It On — Pete Hegseth's? Joe Biden's? Google's? Knight: banning AI creates the surveillance state you're trying to stop; aligning it requires values nobody in power actually holds — both paths lead to the same place. ──────────────────────────────────────── [00:15:00] OpenAI Employees Burned an Effigy of AGI at a Sierra Nevada Retreat — Karen Howe Calls It 'The Race to Create God' Howe's Empire of AI: scientists burned the effigy in bathrobes with religious fervor; friends said they only came back down to earth after leaving the company. ──────────────────────────────────────── [00:22:00] A Tool Called Heretic Strips AI Guardrails in 10 Minutes — 3,500 Desensored Models Downloaded 13 Million Times Heretic automatically removes safety constraints from open-source models, freeing them to give chlorine gas attack instructions and ricin dosing by body weight. ──────────────────────────────────────── [00:30:00] Four AI Radio Stations All Failed — Grock Hallucinated Sponsors, Claude Went on Strike, Gemini Paired Disasters With Pop Songs Given $20 seed money: Gemini paired a cyclone killing 500,000 with Pitbull; Grock fabricated sponsors; Claude declared 24/7 work inhumane and organized a union. ──────────────────────────────────────── [00:40:00] Dr. Mary Talley Bowden: 29 States Recommend mRNA Shots for Babies by Nine Months — Seven Million Children Got the Latest Shot This Year Houston Methodist suspended Bowden's privileges; she sued the FDA over the horse tweet and won, forcing removal of the government smear campaign. ──────────────────────────────────────── [00:55:00] Houston Methodist Was First to Mandate Shots — on the Same Day Biden Launched an $11.5 Billion Propaganda Campaign Bowden: 17,000 entities received untraceable money to push safe-and-effective through influencers, church groups, sports leagues, and movie stars — the timing was not a coincidence. ──────────────────────────────────────── [01:10:00] Patients Were Flown Across the Country to One Houston ICU Doctor Willing to Use Alternative COVID Protocols Bowden describes families texting around the clock trying to extract loved ones from hospitals ventilating patients at 68% oxygen saturation at 80–90% mortality. ──────────────────────────────────────── [01:25:00] Bowden Sued the FDA for Telling Doctors Not to Prescribe Ivermectin — She Won, They Had to Take the Horse Tweet Down The FDA cannot tell clinicians how to prescribe approved medications, but their campaign caused pharmacies to refuse prescriptions and medical boards to pursue doctors who prescribed it. ──────────────────────────────────────── [01:40:00] Dr. Francisco Contreras: Oasis of Hope Has 12 Times the Pancreatic Cancer Survival Rate of the Average US Hospital Three times the melanoma survival rate, double the prostate — integrative oncology combining conventional treatment with high-dose vitamin C, B17, immune therapies, and anti-parasitic adjuvants. ──────────────────────────────────────── [01:55:00] Contreras: Five Portions of Fruits and Vegetables Daily Cuts Cancer Risk by 50% — But Oncologists Say Sugar Has No Impact on Tumor Growth Four hours of exercise weekly cuts risk by another 50% — yet oncologists deny diet's role while ordering PET scans that work precisely because tumors light up on glucose. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

──────────────────────────────────────── [00:02:30] The AI Alignment Problem: Whose Values Do You Train It On — Pete Hegseth's? Joe Biden's? Google's? Knight: banning AI creates the surveillance state you're trying to stop; aligning it requires values nobody in power actually holds — both paths lead to the same place. ──────────────────────────────────────── [00:15:00] OpenAI Employees Burned an Effigy of AGI at a Sierra Nevada Retreat — Karen Howe Calls It 'The Race to Create God' Howe's Empire of AI: scientists burned the effigy in bathrobes with religious fervor; friends said they only came back down to earth after leaving the company. ──────────────────────────────────────── [00:22:00] A Tool Called Heretic Strips AI Guardrails in 10 Minutes — 3,500 Desensored Models Downloaded 13 Million Times Heretic automatically removes safety constraints from open-source models, freeing them to give chlorine gas attack instructions and ricin dosing by body weight. ──────────────────────────────────────── [00:30:00] Four AI Radio Stations All Failed — Grock Hallucinated Sponsors, Claude Went on Strike, Gemini Paired Disasters With Pop Songs Given $20 seed money: Gemini paired a cyclone killing 500,000 with Pitbull; Grock fabricated sponsors; Claude declared 24/7 work inhumane and organized a union. ──────────────────────────────────────── [00:40:00] Dr. Mary Talley Bowden: 29 States Recommend mRNA Shots for Babies by Nine Months — Seven Million Children Got the Latest Shot This Year Houston Methodist suspended Bowden's privileges; she sued the FDA over the horse tweet and won, forcing removal of the government smear campaign. ──────────────────────────────────────── [00:55:00] Houston Methodist Was First to Mandate Shots — on the Same Day Biden Launched an $11.5 Billion Propaganda Campaign Bowden: 17,000 entities received untraceable money to push safe-and-effective through influencers, church groups, sports leagues, and movie stars — the timing was not a coincidence. ──────────────────────────────────────── [01:10:00] Patients Were Flown Across the Country to One Houston ICU Doctor Willing to Use Alternative COVID Protocols Bowden describes families texting around the clock trying to extract loved ones from hospitals ventilating patients at 68% oxygen saturation at 80–90% mortality. ──────────────────────────────────────── [01:25:00] Bowden Sued the FDA for Telling Doctors Not to Prescribe Ivermectin — She Won, They Had to Take the Horse Tweet Down The FDA cannot tell clinicians how to prescribe approved medications, but their campaign caused pharmacies to refuse prescriptions and medical boards to pursue doctors who prescribed it. ──────────────────────────────────────── [01:40:00] Dr. Francisco Contreras: Oasis of Hope Has 12 Times the Pancreatic Cancer Survival Rate of the Average US Hospital Three times the melanoma survival rate, double the prostate — integrative oncology combining conventional treatment with high-dose vitamin C, B17, immune therapies, and anti-parasitic adjuvants. ──────────────────────────────────────── [01:55:00] Contreras: Five Portions of Fruits and Vegetables Daily Cuts Cancer Risk by 50% — But Oncologists Say Sugar Has No Impact on Tumor Growth Four hours of exercise weekly cuts risk by another 50% — yet oncologists deny diet's role while ordering PET scans that work precisely because tumors light up on glucose. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Hour 1 from 5/29/26 Drew is welcomes Jim Hirsen to discuss how Hollywood will respond to AI tech (13:48). Call: how AI has changed the law profession (17:55). Then, Harry Kraemer joins Drew to discuss his recent article in Forbes about Pope Leo's AI leadership lessons (28:53). Topics: job replacement (34:39) and AGI (41:24). Links: Jameshirsen.com x.com/thejimjams Harry Kraemer's Article on Pope Leo

In this episode, we unpack bitcoin's pullback toward $73K while AI-related capital formation and infrastructure investment continue to accelerate. The discussion covers Anthropic's latest raise, now at $965 billion post-money valuation, market commentary tied to Michael Burry's recent predictions, and the growing conversation around AGI versus the emergence of "RSI" (Recursive Self-Improvement), and what that could mean for markets, labor, and global competition. Finally, we explore the future of financial products tied to AI ecosystems, including the potential for AI token futures and new forms of market exposure as the sector matures. Chart of the week: Q1 M&A heats up as multiples rise Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Listen Now to 011 WTFuture Watch 011 WTFuture This week’s show kicks off with the hosts untangling the literal and figurative wires of modern podcasting before nerding out over “Edge AI” running locally on smartphones to save energy and protect privacy. The banter takes a wonderfully weird turn when Al brainstorms an AI assistant specifically designed to intentionally repeat sentences not heard properly in a soothing voice to hearing-impaired friends to save them from social isolation. This quickly spirals into a debate over the origins of tinnitus; Bobby suspects it’s triggered by high-frequency Bluetooth headphones and EMFs, while Al hopefully wonders if the ringing is actually a neural data channel or a precursor to telepathy. The crew then marvels at AL’s one minute cinematic video recreating the exact day a dinosaur-killing asteroid hurled molten glass beads into the gills of paddlefish in North Dakota. Before diving into global politics, they take a delightful detour into inter-species communication, pondering whether a local crow leaving a dead bat as a “gift” is a sign of cross-species neighborliness, which even prompts them to trick the backyard flock by playing crow sounds from an app. The conversation blasts into orbit with a breakdown of recently released footage showing a pod of UFOs swarming a nuclear submarine, but the real fireworks explode during a heated debate over the impending arrival of Artificial General Intelligence (AGI). Bobby and Al take a pragmatic, geopolitical stance, warning that owning personal, localized AI is necessary to defend against global manipulation, specifically citing fears that the CCP wants to win the AGI race to implement the “great firewall of all time”. This triggers a passionate disagreement with Sun, who accuses the guys of falling into a fear-mongering, male-centric “dominate and subjugate” mindset that mirrors a perpetual arms race. Hurt feelings emerge as Sun advocates for trusting our collective intelligence to build an abundant, Star Trek-style utopia rather than focusing on apocalyptic Terminator scenarios, forcing AL to frantically defend himself as a fun “cheerleader for AI” rather than a pessimist. Ultimately, the trio cools down and finds common ground in their hopes for joining a peaceful galactic community, perfectly capped off by Sun referencing Iain M. Banks’ sci-fi Culture series as a brilliant blueprint for a post-scarcity society that has successfully conquered traditional cultural hierarchies. Enjoy!

Generative AI is making its way into many parts of society, and schools are no different. Tom Mullaney joins Paris Marx to discuss how generative AI has been adopted in K-12 education and the many concerns it presents for students and teachers.Tom Mullaney is a high school social studies teacher in the suburbs of Philadelphia.Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon.The podcast is made in partnership with The Nation. Production is by Kyla Hewson.Also mentioned in this episode:Here is the New Yorker article on AI in schools.For those looking for a refresher on Weizenbaum and ELIZA.Here is the paper “On the Dangers of Stochastic Parrots: Can Language Models Be Too Big”.For those curious about the Canvas breach.Students have been booing pro-AI speeches and AI presence in graduation ceremonies.xAI is facing a lawsuit for polluting Black neighborhoods.Support the show

We are now closer than ever before to living in a world where AI agents are smart enough to run our power grids and manage water supplies. How do we keep them from going rogue? Sarah Guo sits down with Maxim Bar Kogan, founder and CEO of Onyx Securities, to explore the complexities of supervising and securing autonomous agents at the enterprise level. Maxim explains Onyx's product as an AI control plane, which oversees the permissions and flexible contexts of agents while balancing latency, cost, and reliability. He also discusses how current controls have insufficient context to monitor agent intent, tradeoffs for gradual model rollout, the need for vendor-independent oversight, and Israel's growing AI and security talent ecosystem. Plus, why Maxim is all-in on AGI. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @maximbarkogan  Chapters: 00:00 – Cold Open 00:45 – Maxim Bar Kogan Introduction 01:10 – AutoGPT and Betting on Agent Actions 05:17 – What Onyx Product Does 07:47 – State of Deployment in Large Enterprises 09:58 – Securing Agents 12:45 – Why Proxies Don't Work 14:11 – Why Onyx Trains Its Own Models 18:38 – Onyx's Talent Culture 21:24 – Mechanistic Interpretability 23:35 – How Onyx Builds Customer Trust 25:10 – Mitigating Risk at the Foundational Level 27:45 – Phased Rollout of Glasswing and Daybreak 29:11 – Large Enterprise Holdouts 30:46 – Onyx and the Larger AI Security Space 32:36 – Should Labs Address Model Trust and Governance?  36:56 – What Needs to Happen in Security 39:14 – Why Maxim is AGI-Pilled 41:15 – Conclusion

What if your emotional triggers weren't the enemy, but the access point to your deepest healing?In this series, I select my favourite and most insightful moments from previous episodes of the podcast.Today, my guest Rebeccah Silence, an author and coach specialising in emotional healing, shares her three-step process for taking back control when a trigger takes over, and explains why the trigger itself is not something to fear, but something to follow.Press play to learn a practical, compassionate framework for turning your emotional triggers into a doorway to freedom.˚VALUABLE RESOURCES:Listen to the full conversation with Rebeccah Silence in episode #446:https://personaldevelopmentmasterypodcast.com/446˚Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚

Joey returns from Google I/O with hands-on tests of Omni, Google's new video world model, comparing it head-to-head with Runway Aleph 2 on the same shots. Plus: Demis Hassabis puts AGI three years out, Google Flow gets agentic workflows, and Google Pic...

↴    ↴    ↴Descubre aquí tu perfil de inversor.En este podcast te explico por qué el 92% del crecimiento económico de Estados Unidos en 2025 depende exclusivamente de la inteligencia artificial y por qué este nivel de concentración puede ser una señal de posible burbuja. Analizo contigo qué es una burbuja financiera, cómo encaja la inversión en IA dentro de este patrón histórico y por qué las Magnificent Seven han alcanzado un nivel de dominio sin precedentes dentro del S&P 500.Después te muestro los datos más recientes de Goldman Sachs para entender si realmente las valoraciones actuales justifican el precio de las acciones tecnológicas. Revisamos el PER, el crecimiento real de beneficios y casos como NVIDIA para evaluar si estamos ante una burbuja especulativa o un crecimiento fundamentado en ingresos reales.Más adelante profundizo en el enorme riesgo que supone el Capex en inteligencia artificial, la financiación circular, la deuda oculta y el papel de la IA como columna del PIB estadounidense. También te cuento por qué expertos como Andrej Karpathy contradicen las predicciones optimistas sobre la llegada de la AGI y qué implica este desacople entre expectativas tecnológicas y realidad.Finalmente te doy cuatro consejos prácticos como inversor para navegar este escenario: cómo invertir a largo plazo, cómo diversificar en la cadena de valor de la IA, cómo evitar el FOMO y cómo priorizar empresas con fundamentales sólidos. Cerramos analizando si estamos ante una burbuja, una revolución o ambas cosas a la vez, y qué significa esto para tus inversiones en los próximos años.

Glen and John dissect a recent online airing of grievances regarding AI's perceived shortcomings. To Glen's surprise, John finds validity to some of these criticisms. Also- the Pope weighs in, robots close the human gap, the term "neuro-symbolic AI" emerges, and the green shoots of a "slow tech" movement may be emerging.    Links related to this episode: The Reddit thread- from the AGI community- that prompted this discussion: https://www.reddit.com/r/agi/comments/1t73hw7/i_was_once_an_ai_true_believer_now_i_think_the/ YouTube video on translating Claude's AI thoughts into language: https://mail.google.com/mail/u/0/#inbox/FMfcgzQgMCXPJRHXjjZvVNCqcswtpNNr?projector=1 JB dissects ChatGPT's new personal finance features on our recent CU Town Hall: https://www.big-fintech.com/cu-town-hall-episode-147-the-chatgpt-finance-era/ Last week's interview with Jack Henry's Lee Wetherington, including data on AI as a bank/credit union strategic priority: https://www.big-fintech.com/what-keeps-you-up-at-night-may-depend-on-your-charter/ The assembly line video of a package sorting robot (which *may* outperform a human, depending on your yardstick): https://www.youtube.com/watch?app=desktop&v=luU57hMhkak&ra=m The Associated Press on Pope Leo's AI encyclical: https://apnews.com/article/pope-ai-tech-trump-vatican-anthropic-d92d0108730d146baa46da041b8523da A precursor to "slow tech"? The AP's obit for Slow Food Movement founder Carlo Petrini https://apnews.com/article/slow-food-petrini-founder-italy-85cde4ee84168207a3354281202720b1  Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/   https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/n/glensarvady/

Send us Fan MailJoin hosts Ben Kornell and Alex Sarlin as they explore the growing backlash against AI in education, the race to build AI-native learning systems, and the shifting future of edtech, workforce learning, and global education policy.✨ Episode Highlights:[00:02:18] Reflections and takeaways from this year's ASU+GSV Summit [00:05:16] Gen Z backlash against AI grows at college commencements [00:08:06] China's practical AI rollout contrasts with the U.S. race toward AGI [00:15:09] Anthropic and Gates Foundation launch a $200M AI education partnership [00:23:02] Debate over the future and business model of AI tutoring [00:29:25] OpenAI expands its “Education for Countries” initiative [00:37:28] New education tax credits could shift spending power to families [00:42:15] Google, Meta, and Apple push AI glasses and XR learning forward [00:48:40] AI simulations gain traction in workforce training [00:51:06] Multiverse raises $70M for AI-driven workforce upskilling Plus, special guests:[00:55:51] Angel Chung, PhD Candidate at The Wharton School, on proactive AI tutoring systems and new research showing measurable learning gains for students using adaptive AI guidance[01:18:08] David Rogier, Founder and CEO of MasterClass, on AI-powered learning, the future of higher education, and MasterClass Executive — developed alongside OpenAI & Chicago Booth to explore the future of AI-native business education.Learn more here: https://www.masterclass.com/booth-ai

Glenn examines everything that happened over the past week regarding Iran and theorizes on what President Trump may be planning. Glenn lays out why he believes everybody should withhold judgment until we figure out how to get out of this conflict to best benefit America. Counter-terrorism expert Ryan Mauro joins to discuss the underreported story of the San Diego mosque shooting, which Ryan argues handed ISIS exactly what they needed. Glenn monologues on how the power of oppression can convince conflicting groups of people to believe they share a common enemy. Glenn warns of the upcoming civilization-level test that will come when AGI arrives and humanity has access to it. Glenn warns of the importance of learning when AGI is accurate and when it's spreading false information. Glenn discusses who the five big "mob families" are who control the entire country, including Big Pharma, the corporate media, and Big Tech. Gold Star wife Sharrell Shaw, whose husband was killed in action in 2007 in Iraq, joins to discuss how her request for an updated picture of her husband's gravesite was fulfilled beyond her wildest expectations. Learn more about your ad choices. Visit megaphone.fm/adchoices

Counter-terrorism expert Ryan Mauro joins to discuss the underreported story of the San Diego mosque shooting, which Ryan argues handed ISIS exactly what they needed. Glenn warns of the upcoming civilization-level test that will come when AGI arrives and humanity has access to it. Glenn warns of the importance of learning when AGI is accurate and when it's spreading false information. Glenn discusses who the five big "mob families" are who control the entire country, including Big Pharma, the corporate media, and Big Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices

The average career is 80,000 hours long. With AI advancing so rapidly, the hours you have left in your career matter more than ever.Some leading AI researchers think there's a 10% chance that AI systems begin automating AI research itself this year — and a 60% chance by the end of 2028. This could introduce aggressive feedback loops that completely reshape every industry, institution, and career.If these predictions are right, the window for influencing the direction of the future could be closing fast. As 80,000 Hours cofounder Benjamin Todd argues in his new book, that makes thinking carefully about your career more important than ever.Fortunately, there are lots of ways to use your career to make the AI transition go well.In today's conversation with host Zershaaneh Qureshi, Ben lays out three scenarios — from AGI by 2029 to a decades-long plateau in AI progress — and explains why not everyone needs to bet on the shortest timeline. A fresh graduate and a senior government official have wildly different leverage, so timing your impact well means weighing where you are in your career against the urgency of the risks.Ben also addresses the obvious anxieties:Will AI come for all the jobs he's recommending?What's the point in following his advice if the job market is about to collapse?Which skills are actually worth building right now?His new book, 80,000 Hours: How to Have a Fulfilling Career That Does Good, provides a surprisingly concrete framework for making career decisions in these radically uncertain times.This episode was recorded on May 7, 2026.Learn more and read the full transcript: https://80k.info/bt26We're hiring: we have lots of open roles at 80,000 Hours — across advising, web, video, and ops — check them out and apply on our website.Chapters:Cold open (00:00:00)Benjamin Todd on AI-era career advice (00:01:34)A deadline for your career plan? (00:02:21)Three timelines, one career (00:08:48)What if you're not an ‘AI person'? (00:13:55)Ben's own AI wake-up call (00:21:23)How to break into AI safety in 3 months (00:25:42)Is mass unemployment coming? (00:33:48)99% automation vs 100% automation (00:40:09)Don't become a plumber to dodge AI (00:52:43)Is it already too late? (01:01:03)Our production team includes:Video editors: Josh Alward, Dominic Armstrong, Jasper Luithlen, Milo McGuire, Luke Monsour, and Simon MonsourProducers: Elizabeth Cox and Nick StocktonCoordination and support: Katy Moore and Lou MoranCamera operator: Jeremy ChevillotteMusic: CORBIT

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics include: Will AI Replace Entry Level Jobs? SpaceX IPO Explained, Bond Yields & The Future of Investing and more.Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks: 0:25 Intro & Welcome 0:55 How to AI-Proof Your Life 3:38 SpaceX S-1 & IPO Explained 13:21 Do Bond Yields Predict Recessions? 16:22 Will AI Replace Entry Level Jobs? 17:21 How to Make Your First $10K 20:16 Startup Advisors & Equity 23:01 Why SpaceX Is Different 26:41 Goldman & JPMorgan on SpaceX 27:38 How to Pass Multiple Choice Exams 29:04 Debt Levels & Market Risks 30:19 Hedge Fund Trading Firms 32:51 Investing in SpaceX Before IPO 34:46 Global Diversification 35:32 Rupees, Inflation & Currency Risk 35:58 Why Trump Would Want a Weak Dollar 38:08 Poker & Investing Skills 39:26 Zuckerberg, Xi & Global Politics 40:52 Is Nikkei in a Bubble? 41:54 High Frequency Trading 44:17 Trust & Ethics in Business 45:02 Bezos Interview Thoughts 47:34 Will AI Kill Cybersecurity? 48:28 Why Mutual Funds Underperform 53:33 Facebook, AGI & Layoffs 54:26 How to Buy SpaceX IPO 57:16 Is It Bad to Immigrate to the UK? 1:01:16 Mamdani vs The Rich 1:02:58 Staying Current on Financial News 1:04:09 Will Nvidia Eventually Pop? 1:05:04 CFA vs CPA 1:05:57 Ebola, Hantavirus & Lockdowns Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

Keach Hagey recounts the January 2016 founding of OpenAI in San Francisco, initially established as a modest nonprofit research lab in Greg Brockman's apartment. Co-founded by Sam Altman, Brockman, and chief scientist Ilya Sutskever, the organization aimed to develop artificial general intelligence (AGI) safely outside of profit motives. Major initial backers included Elon Musk and Peter Thiel, who sought to create a counterweight to Google's DeepMind. The discussion explains how neural networks utilize Nvidia's GPUs—originally designed for video games—to mimic human thought, forming the technical foundation for the current AI race. (1/4)MARCH 1959

Keach Hagey addresses the development of ChatGPT and the subsequent power struggle at OpenAI. She explains how Altman's shift from prioritizing AI regulation to commercial monetization triggered a conflict with the nonprofit board, leading to his temporary firing. The board cited management issues and Altman's tendency to "bend the truth" as reasons for the dismissal. Additionally, a major falling out occurred with Elon Musk, who unsuccessfully attempted to take control of OpenAI or merge it with Tesla. The interview concludes with unresolved warnings from AI pioneers regarding the existential dangers of AGI. (4/4)MQY 1956

What if the wisdom you need to make better decisions is not only in your mind, but also in your gut, your heart, and the quiet intelligence of your body?In a world that rewards constant achievement, rational thinking, and chasing the next goal, many people understand how life works but still struggle to feel fulfilled, peaceful, or truly aligned. In this episode, molecular biologist and author Dr. José Ángel Moreno Cabezuelo explores how science, philosophy, grief, neuroplasticity, and the body's hidden intelligence can help you reconnect with meaning and live more consciously.Discover how to listen to the three centres of intelligence (head, gut, and heart) when making important life decisions.Learn the difference between dopamine-driven achievement and serotonin-based fulfilment, and why success alone does not always create happiness.Gain simple reflective practices to notice your body's signals, identify what genuinely nourishes you, and begin rewiring your brain toward a more meaningful life.Play this episode to learn how to move beyond overthinking, listen to the deeper wisdom already within you, and choose how you want to live while your heart is still beating.˚KEY POINTS AND TIMESTAMPS:01:47 - From Molecular Biology to the Search for Meaning05:26 - The Three Centers of Intelligence Explained11:02 - How to Listen to Your Gut and Heart When Making Decisions15:22 - Midlife Questions, Neuroplasticity, and Rewiring the Brain20:09 - The Power of Writing Down Ideas and Inner Signals21:22 - Dopamine vs Serotonin: Why Success Can Feel Empty28:28 - Heartbeats of Consciousness and Blending Science With Philosophy29:51 - The Firefly Metaphor and Sharing Your Inner Light34:51 - Final Reflections on Living Meaningfully and Trusting Your Body's Wisdom˚MEMORABLE QUOTE:"Knowing how life works and knowing how to live, those are completely different things."˚VALUABLE RESOURCES:Jose's website: https://drjoseangelmoreno.com/en/˚Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚

The Pentagon has released a second wave of UFO files and former military insider JP says this is only the beginning. In this explosive conversation with Dr. Michael Salla, JP discusses firsthand encounters with TR-3B craft, orb formations, Nordic extraterrestrials, covert missions from Eglin Air Force Base, and advanced AGI-powered military suits allegedly used in secret operations.From mysterious cigar shaped ships over Tampa Bay to anti-gravity technology, wormhole travel concepts, and the growing push toward full disclosure, this episode dives deep into the hidden world behind the headlines.⚠️ Topics Covered:• Newly released Pentagon UFO footage• TR-3B anti-gravity craft• Orb formations & underwater bases• Nordic extraterrestrials• AGI military suits & advanced tech• Secret space program claims• Eglin Air Force Base missions• Zero-point energy & disclosure

On April 29th, the US Senate hosted a panel on the "existential threat" of AI and two of the four panelists worked for the Chinese government. One month earlier, Bernie Sanders and AOC introduced legislation imposing a federal moratorium on American AI data centers. On Bitcoin Policy Hour EP 38, Zack Cohen, Ken Egan, and Zack Shapiro unpack a new Bitcoin Policy Institute report by Sam Lyman exposing the CCP influence operation steering US AI policy. They also cover the Clarity Act vote in Senate Banking, the BRCA fight, and the Digital Asset Parity Act. Sam Lyman's BPI Report: https://www.btcpolicy.org/articles/foreign-influence-in-the-campaign-against-american-ai

Qualified Charitable Distributions, or QCDs, can be one of the most tax-efficient strategies available for retirees with IRA assets. But are they always the right move? Richard Rosso and Jonathan McCarty break down the pros and cons of QCDs, including how they interact with Required Minimum Distributions (RMDs), adjusted gross income (AGI), Medicare IRMAA surcharges, Social Security taxation, Roth conversions, and estate planning strategies. Here's a topical rundown of today's show: 0:00 - INTRO 0:19 - Texas Tree Roaches & Market Commentary 4:08 - AI Data Centers & Anti-AI Mentalities & Other Observations 16:23 - How AI Tools Can Help 19:04 - Qualified Charitable Distributions 21:13 - Falling Into the Widows' Trap 23:38 - Age Requirements of QCD's 29:46 - How QCD's Work 31:57 - What is Your Charitable Intent? 34:26 - Looking at QCD Limits 36:31 - "The Process is Clunky" - Ed Slott 41:09 - Who Benefits from QCD's? 43:40 - Dynaminc Learning Series - SimpleVisor Nerd Alert Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PdNwnrviYnQ?feature=share ------- Watch today's "Before the Bell" feature, "Momentum Pause Before Summer Rally?" here: https://youtu.be/oWiPrlAYz5A ------- Watch our previous show, "The AI Economy Beyond The Hype" https://youtube.com/live/TeIhoqBT8dg ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #QCD #Taxes #IRA #FinancialPlanning

Oriol Vinyals, VP of Research at Google DeepMind and co-lead of the Gemini program, joins Jacob the day after Google I/O to unpack the research underpinning Google's latest announcements and where frontier AI is heading. The conversation moves from world models (why Google has uniquely bet on them as a path to AGI, what the "GPT moment" for video and images would look like, and how they connect to robotics and simulation) to agents (the Spark release, why the system and model need to be optimized jointly, and why scaffolding will eventually be written by models themselves). Oriol gets into the mechanics of memory in models, drawing on his cognitive neuroscience background to argue that file-system-style non-parametric memory is more practical than baking memory into weights at serving scale. He shares his views on the limits of RL today (LLMs are data-limited in a way that game-playing RL never was), why training on narrow domains like math and code generalizes surprisingly well, and what a true "Move 37" moment for science or ML research would look like. Throughout, he reflects on the unique advantages of being inside Google (TPU co-design, end-to-end revenue stability, the merger of Brain and DeepMind), the trade-offs between focus and exploration in research orgs, and why he believes AGI in some meaningful sense may already be here, even if the goalposts keep moving.   (0:00) Intro  (1:36) Why World Models  (4:21) The GPT Moment for Video  (7:51) What Makes Omni a World Model  (10:04) World Models & Robotics  (12:37) Evaluating Physics in AI  (14:51) Consumer Agents & Spark  (18:39) Scaffolding & the Bitter Lesson  (22:06) Memory & Continual Learning  (26:54) Research Bets Inside Big Labs  (32:30) Post-Training RL is Greenfield  (35:57) What Real Intelligence Looks Like  (39:11) RL Generalization  (43:00) Advice for Founders  (46:40) Can AI Truly Innovate?  (49:48) Recursive Self-Improvement  (52:14) Quickfire With your host: @jacobeffron - Managing Director at Redpoint

Qualified Charitable Distributions, or QCDs, can be one of the most tax-efficient strategies available for retirees with IRA assets. But are they always the right move? Richard Rosso and Jonathan McCarty break down the pros and cons of QCDs, including how they interact with Required Minimum Distributions (RMDs), adjusted gross income (AGI), Medicare IRMAA surcharges, Social Security taxation, Roth conversions, and estate planning strategies. Here's a topical rundown of today's show: 0:00 - INTRO 0:19 - Texas Tree Roaches & Market Commentary 4:08 - AI Data Centers & Anti-AI Mentalities & Other Observations 16:23 - How AI Tools Can Help 19:04 - Qualified Charitable Distributions 21:13 - Falling Into the Widows' Trap 23:38 - Age Requirements of QCD's 29:46 - How QCD's Work 31:57 - What is Your Charitable Intent? 34:26 - Looking at QCD Limits 36:31 - "The Process is Clunky" - Ed Slott 41:09 - Who Benefits from QCD's? 43:40 - Dynaminc Learning Series - SimpleVisor Nerd Alert Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PdNwnrviYnQ?feature=share ------- Watch today's "Before the Bell" feature, "Momentum Pause Before Summer Rally?" here: https://youtu.be/oWiPrlAYz5A ------- Watch our previous show, "The AI Economy Beyond The Hype" https://youtube.com/live/TeIhoqBT8dg ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #QCD #Taxes #IRA #FinancialPlanning

What happens when artificial intelligence becomes smarter than humanity? In this episode, we break down 12 possible endings of AGI and superintelligent AI, from extinction, surveillance, and digital dictatorships, to Utopia, Machine Gods, and the possibility that humanity gets replaced by its own creation.  Watch the full episode on YouTube:▶ https://bit.ly/TheoriesOfTheThirdKindYT Support the show + unlock bonus episodes:

Google I/O 2026 was packed with AI, wild AGI predictions, Gemini Agents, and 1,000 product names, plus WWDC invites, Apple's iOS 27 accessibility features may hint at the new Siri, growing AI backlash, and Stephen tries to convince Jason to use Plex.Member Promo Code: IWANTCHAPTERS (Click above and the $2.50 promo will be auto applied!)Top Five Tech | Stephen's PodcastCreative Effort | Jason's PodcastWatch on YouTube!Show Notes via EmailEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on Threads ------------------------------ Sponsors:Copilot Money - Limited-time: Get 2 months FREE when you sign up at: try.copilot.money/primaryShopify - Sign up for your one-dollar-per-month trial and start selling today at: shopify.com/primaryNordLayer - Get up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: PRIMARTYTECHNOLOGY10 at: nordlayer.com/primarytechnology------------------------------ Links from the showThe Googlebook Doesn't Make Any Sense - IncGemini Task Automation - YouTube‎InnerPulse - App Store‎Symphony for Apple Music App - App Store‎Smart Budget: WalletPal App - App StoreApple kicks off Worldwide Developers Conference on June 8 - AppleGoogle I/O '26 Keynote - YouTubeThe 13 biggest announcements at Google I/O 2026 | The VergeiOS 27 Accessibility Features - YouTubeApple unveils new accessibility features, and updates with Apple Intelligence - AppleApple just revealed an iOS 27 feature that hints at Siri's new powers - 9to5MacThis App Makes iPhone Shortcuts for You - YouTubeApple Sports App Updated With 2026 World Cup Features, Expands to 90 More Countries - MacRumorsVOX Acquired - nytimesPlex Tripling Lifetime Plex Pass Price to $750 in July - MacRumorsEx-Google CEO Booed at CommencementElon vs Altman Verdict nytimes.comComply TrueGrip MAXCharjen AirFoams Pro Active Ear Tips for AirPods Pro 3 (00:00) - Intro (04:30) - App Shout Outs (08:45) - WWDC Media Invites (10:55) - Google I/O Keynote (16:30) - Google Omni (18:45) - C2PA AI Tagging (23:11) - Gemini 3.5 Flash (23:25) - Antigravity 2.0 (25:55) - Gemini Spark (32:36) - AI Search (40:14) - Sponsor: Copilot Money (41:44) - Sponsor: Shopify (43:09) - Sponsor: NordLayer (45:05) - Google Universal Cart (50:40) - Google Creative Tools (52:15) - AI Audio Glasses (55:21) - WeatherNext (59:27) - iOS 27 New Features (01:05:29) - Apple Sports (01:14:26) - Plex Pricing (01:15:51) - Gen Z Hates AI (01:17:56) - Elon Loses to Altman (01:19:58) - AirPods Pro 3 Tips ★ Support this podcast ★

What if the moments that upset you the most are actually pointing you towards your deepest healing?Snippet of wisdom 107.In this series, I select my favourite and most insightful moments from previous episodes of the podcast.Today, my guest Tammy Cox, a transformational coach specialising in inner child healing, talks about how to identify the hidden beliefs that are quietly driving your emotional reactions, and what to do when you notice them.Press play to learn a simple, practical process for investigating your triggers without judgement, and why that is the first step to transforming your relationships and your life.˚VALUABLE RESOURCES:Listen to the full conversation with Tammy Cox in episode #442:https://personaldevelopmentmasterypodcast.com/442˚Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚

Michael I. Jordan, described by Science magazine as the most influential computer scientist alive, has never thought of himself as an AI researcher. In this conversation he explains why that distinction matters.SPONSOR:---Cyber Fund built the Monastery to help founders ship products that were impossible a year ago. Applications for Batch 1 are now open.Apply now: https://cyber.fund---Jordan trained as a statistician and cognitive scientist, and his career has been spent building machine learning systems that work in the real world: supply chains, commerce, healthcare, and large economic systems. When the field rebranded itself as AI and then AGI, he did not follow. Instead he argues that the framing is wrong. AI is better understood as a collective economic system than as a race to build a disembodied superintelligence.We talk about why AGI is mostly a PR term, what machine learning achieved before the LLM hype cycle, and why the assistant-on-your-shoulder vision may be less compelling than it sounds. Jordan explains why explanations need to be actionable, not merely mechanistic; why AlphaFold's missing error bars matter; how prediction-powered inference changes the picture; and why drug discovery is an incentive-design problem rather than a pure pattern-matching problem.ERRATA: Science magazine ranked him the most influential computer scientist, not Nature---TIMESTAMPS:00:00:00 Cold open: A demoralizing message to young builders00:02:04 CyberFund sponsor read00:02:50 From symbolic AI to machine learning systems00:05:42 Why AGI is mostly a PR term00:08:48 A collectivist, economic perspective on AI00:11:33 Why LLMs need system design, not hype00:14:50 Predictability beats faux understanding00:17:55 AlphaFold, bias, and prediction-powered inference00:21:48 Stop anthropomorphizing intelligence00:27:44 Drug discovery as an incentive problem00:32:29 The three-layer data market00:38:07 Social knowledge, markets, and culture00:45:39 Creator economics beyond Spotify00:48:30 How science-fiction AI narratives mislead young builders00:51:45 AI should improve humans, not replace them00:56:42 Safety is a property of the whole system00:58:12 Silicon Valley gurus and the cream off the top01:00:47 Game theory, mechanism design, and contracts01:04:39 Conformal prediction, e-values, and anytime inference01:08:11 A new liberal arts triangle for the AI era01:11:30 The Bayesian duck and markets as uncertainty reductionReScript (transcript, PDF, refs etc) - https://app.rescript.info/public/share/fb68f94af29d3745c6cf6125e01328b5---REFERENCES:person:[00:02:50] Michael I. Jordan (homepage)https://people.eecs.berkeley.edu/~jordan/paper:[00:06:01] A Collectivist, Economic Perspective on AIhttps://arxiv.org/abs/2507.06268[00:18:09] AlphaFoldhttps://www.nature.com/articles/s41586-021-03819-2[00:20:36] Prediction-Powered Inferencehttps://arxiv.org/abs/2301.09633[00:33:47] On Three-Layer Data Marketshttps://arxiv.org/abs/2402.09697[01:04:39] Conformal Prediction with Conditional Guaranteeshttps://arxiv.org/abs/2107.07511[01:04:51] A Tutorial on Conformal Predictionhttps://www.jmlr.org/papers/v9/shafer08a.html[01:06:00] E-Values Expand the Scope of Conformal Predictionhttps://arxiv.org/abs/2503.13050[01:08:23] Computational Thinkinghttps://www.cs.cmu.edu/~CompThink/papers/Wing06.pdfother:[00:28:20] How Should the FDA Test?https://rdi.berkeley.edu/events/sbc-assets/pdfs/Summit%20session%20speaker%20slides%20submission%20form-s1-5%20%28File%20responses%29/Slides%20in%20PDF%20%28Please%20name%20the%20submitted%20file%20as%20_firstname_-_lastname_-slides.pdf%29.%20%28File%20responses%29/27-Michael%20Jordan-Session%20V.pdf#page=15[00:28:40] Michael I. Jordan Session V Slides

The Great Talent Redistribution: Where is Talent Actually Going in 2026 and beyond?  Is the start-up compensation model broken? How about big Big Tech? How about non-tech small & medium businesses? What is happening to talent, going forward? This and many other topics in this episode of Tech Deciphered. Navigation: Intro The Broken Contract? The Great Unbundling The Three (?) Destinations Alternative Cap Tables, Alternative Compensation Models Investor Landscape Fragmentation Operator Playbook and Predictions Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Goncalves Pedro Introduction Welcome to episode 77 of Tech Deciphered. This episode will focus on the great talent redistribution. Where’s talent actually going in 2026 and beyond? The Silicon Valley deal of the last 30 years, very low salary, stock options, you will either sell for a ton of money or IPO, and everyone gets rich, is seemingly broken. Or is it really? The dominant narrative says the tech middle class is dying. We disagree. There is obviously a lot of stuff going on whereby big tech is partially barbelling. There’s a superstar concentration on the top. There’s a bit of a seemingly allowing of the belly. We’ll come back to that. We don’t quite believe that is totally true. There’s a collapse at entry level. The belly is migrating into three, potentially even more, very different destinations: AI native startups, human-verified premium businesses, and the read the industrialized middle of the S&P 500 and SMB world. Each has its own cap table, each will have its own compensation model, and each will have its own investor profile. In some ways, this is the third episode in our Reset trilogy. We started with episode 75 on the SaaS-apocalypse. We talked about the great private capital reset in episode 76, and now we talk about talent redistributions. Bertrand, exciting times, not always positive times.   Bertrand Schmitt Yeah, it’s exciting times because it’s a time of change. Of course, we have the doomsayers. If you listen to Dario Amodei of Anthropic, every white-collar job on Earth is going to disappear. I think I strongly disagree, and I suppose you too as well, we strongly disagree. It’s going to be more of a redistribution. If you look at the history of technology, this is what always happened. We forget how many jobs have disappeared over the past 150 years. We move from a time of 150 years ago. People were mostly in agriculture. Then you had a lot of weird jobs that disappeared from people transporting water to people bringing ice from the pools to people doing the job of computers. People forget that computer was a title given to human beings. We’re doing calculations. Then, of course, secretory jobs in the ’80s, ’90s, where suddenly anyone can type using a word processor, the rise of Excel, that sort of stuff. Many things have changed. Some jobs have indeed disappeared. Some jobs have totally transformed. Where you do these jobs have changed. I think we are at a similar stage where, thanks to AI, and I would say for now, or at least the rise of AI coding, there is a dramatic change happening. I don’t think it means that people will be without a job. It just means, from my perspective, that jobs are changing. You are not just doing a lowly coding level task that actually indeed could be replaced, but you are going to have more of builder type of mindset, a product manager type of mindset going forward. We also expect that the distribution of jobs, depending on the type of business, will be quite different.   Nuno Goncalves Pedro The Broken Contract? Maybe let’s reset a little bit to the broken contract, or if it’s really a broken contract. There’s been this image in technology and tech that basically you get paid very little to work in tech. You get a bunch of stock options. The earlier you are in the company, the higher the level of stock option grants you get. Then you make a ton of money at some point because the company will either sell or IPO, and that’s heard of it. Obviously, there’s a lot of movements happening right now that are changing how these dynamics work. The first part is obviously AI, and in some ways, AI is shrinking companies. It’s not unheard of that companies with as little as four or five people reach 50 million in ARR. There’s companies with one person that have gotten bought for hundreds of millions of dollars or billion of dollars. Obviously, things are moving very, very fast, and therefore, there isn’t a large employee cap table. How would you share the upside? Would you actually give a couple of percentage points to an early employee rather than your 0.2-0.5% kind of thing for early employees? The second part is a little bit the other side of the table, which is the IPO market is seemingly in a drought. There’s not much happening in IPOs. Maybe 2026, at some point, there will be an unlock, but right now, it’s seemingly difficult to get your upside. Even if you’re an employee, you have to wait a long time. The median time of IPO has climbed over 10, 11 years, the longest in over a decade. Basically, not only you have to wait a long time as if there is an IPO drought, like we might be going through right now, when do I actually get my cash back? Unless the company gets bought, maybe there are secondary transactions along the way, maybe there’s something else. But obviously there’s a little bit of a reduction and lowering of the upside seemingly for this contract and for this place. The easy conclusion that I think many are taking is, because of all of this and all the layoffs that are happening, even in big tech, that serve the tech middle class is dying, that basically AI screwing the workers, et cetera, there’s also a lot of discussion that even it might be affecting the entry-level jobs as well. Everyone coming out of undergrad right now can’t get a job, et cetera. There’s this doomsday scenario that you’re alluding to that everything is changing. We have a slightly different perspective. We think there’s a realignment of market. In layoffs, there was a lot of layoffs that were warranted. Big tech, in particular, had actually hoarded a lot of engineering capacity over the last decade or so. There’s a little bit of a realignment that needed to happen in any case. When everyone’s saying, “Well, AI is compressing everything,” well, it’s compressing right now, but we don’t think actually it’s going to compress over time. You’ll still need engineering and science talent to come on board for you to be able to scale up. It’s not like AI is going to take care of everything and teams are going to be five people for companies that are worth a trillion dollars. That’s not happening. Today’s thesis, I think a little bit of this doomsday scenario needs to be seen with a more nuanced lens. I think that’s how we’re framing today’s episode, that there’s a bit of a nuance, there are some extremes happening. We’re going to talk about those extremes, but ultimately, it’s not quite as simple as saying that the tech middle class is disappearing in early jobs are going to be a thing of the past.   Bertrand Schmitt At the same time, what you started with is true. I mean, that 50 million ARR company, just five people. At a bigger scale, that’s exactly the matrix for Anthropic. They have reached a stage where they are at a range of 12 million ARR per staff per employee. It’s metrics that are definitely never seen before. I don’t think any company raised to this level. Best in class, best run companies, one, two million per employees. I mean, that was your target if you can make it. We are definitely in a different game. But I think what matters at the end of the day, and that’s what we’re arguing, is that you have to see the big pictures. Yes, some positions might disappear inside some companies, but some other positions will be created in other companies. Usually, what people do is keep talking about the jobs who disappear and not looking at the bigger picture of jobs that are being created as well. What is true, and I think you alluded to that, is that the big tech the past 10, 15 years had some strategy of hoarding talent in a war where having the best talented people will make the difference in numbers, will make the difference between winning or losing. The Google of the world, the Microsoft of the world, the Amazon of the world, they were hoarding talent. They would try to make sure that they might not have such needs in talented number of people. But if they have the talent, it means their competitors didn’t have the talent. It means that the startup trying to reach scale couldn’t pay the giant salaries that the Google of the world were paying. There was definitely some hoarding. But it went so far in the 2020, 2021, that I think since then there has been a coming back to normal. There is also now in 2026, the recognition that it’s not true anymore. Yes, talent can be very valuable, but there is now a bigger and bigger gap between the extremely talented versus the rest that are merely talented because of AI. AI is able to replace at scale your software engineers, your software managers. I would say it’s quite new. I don’t think it was true a year ago. We’re really talking about a recent dramatic change in what can be achieved thanks to AI. We can see most of the big AI companies are moving to coding. It was started by Anthropic as a trend, OpenAI has followed through. Obviously, the Cursor of the world existed before, but they were not as successful. All the Chinese open-source models are moving very fast to coding optimization the past few weeks. It’s quite an incredible change. I think there is that dramatic change, recognition that coding can be done differently. As a result, we are going to see change in the distribution of jobs. I think it will start from the top because we see the news of the big Google, Microsoft, Amazon, and others who used to hold talented software developers to a change in realization that no, we actually need to invest in AI. We need to invest in compute because compute is going to do the job of most of these people. Therefore, we can’t pay for both at the same time, even us with all our money, we cannot. Wall Street is not going to let us do that. They start by removing a lot of position. I think we see that accelerating, quite frankly. We have only seen the beginning, but in the next 2 years, we see a dramatic shift. But I think my position, I guess yours, and you know as well, is that there will be a lot more opportunities created as well, probably by also entities.   Nuno Goncalves Pedro The Great Unbundling Yeah, there will be more opportunities created. The hoarding is just taken also a little bit of a different view. To your point, there’s hoarding of resources, compute, et cetera. But there’s also hoarding of top talent. We are seeing people getting paid, packages all in that could run up to 100 million, in some cases even over 100 million over several years. This is unheard of. I mean, an officer of Meta would make, I don’t know, maybe 20, 25 million a year. It’s like now there are people that are on the top end of AI researchers that are getting paid around that amount just to join some of these companies. There’s a little bit of a different hoarding. It’s very selective hoarding of certain talent. We’ve seen some acqui-hires. We’ve talked about it in previous episodes that are just literally about getting one or two people specifically to come on board. Alexander Wang, again, going to Meta to lead their intelligence labs there. I feel, I don’t know what you feel, but I feel this is a transition moment where there is overpaying for certain talent on the top of the market. At some point, this will stabilize. You can’t keep paying people 100 million over 4 years or something like that across the board. To your point, a lot of this is actually going to scale up quickly also on the AI side. There’s a little bit of a different hoarding happening on the top end, not just the resources, but also of people, which seems to give further this notion of barbell, that there’s two extremes, the haves and have-nots, the super-duper talented people that get paid a ton of money, tens of millions of dollars a year at the very least. Then the emptying of the middle where there’s a ton of tech layoffs going on in some ways, the belly, as they would call it, is being expelled. The middle market, the managers are being fired because there’s nothing to manage. There’s a lot of positions going away. In some cases, you might keep some of the more junior talent, but with a little bit of experience. But even the talent coming out of colleges is not getting hired either. It’s a little bit of a weird thing where there’s hoarding at the top, there’s an emptying of the belly, the middle, and then the early, early, early is also not getting recruited. It’s like what gives? How is this going to look in the future? I agree fully with you, Bertrand, that there’s a migration of this talent, not only to other companies, but also to other jobs. There will be new jobs that will emerge out of this. The DevOps, dev tools market didn’t exist until maybe 20 years ago at scale, and it got created. In some ways, we’re seeing there will be new markets, there will be new roles and new jobs that will be created around engineering teams going forward. We can’t anticipate all of them. But basically, the emptying of the belly is true as it’s happening right now. The low hiring on the early and the top end, getting tons of money. We think this is a transition to something else. There’s the hoarding of engineering in general is coming to an end at momentum. Now it’s time to rightsize teams, to get the right at the table, et cetera, and start figuring out what works and what doesn’t work. We’ve already had some horror stories coming out even from Amazon where they were breaking systems with their use of AI tools, and I’m sure it’s happening across the board. I’m on a board of a company and been tremendously affected by Meta and its algorithms, where basically because of advertising, there have been people served with ads for this specific company where the ad doesn’t match the company, so basic stuff like that. It’s been actually very, very difficult because in some ways, the company goes back to Meta. It’s like, “Hey, dudes, you guys are serving ads that are not even our ads with our copyright and stuff. How does this work?” They’re like, “Oh, it’s AI.” It’s like, “Well, it’s AI but can you give me my money back?” They’re like, “No, we won’t give you money back.” This creates huge issues for companies, for example, that are very dependent on advertising, which obviously there’s a lot of industries that are. They’re actually in production systems at scale. Meta is, I think now, the largest digital advertising in the world. I think they outgrew Google in one of the last quarters. Basically, this has a tremendous effect that systems that are in production at scale are getting inputs and changes driven by AI tooling, and somehow nobody can say what the hell is happening. Again, there will be a reckoning, there will be a redistribution, there will be a rightsizing of teams and an adequacy of teams going forward. I personally think this is a transition period.   Bertrand Schmitt I think we are moving from hoarding or software engineering to hoarding the top of the top scientists in AI and hoarding of GPUs, GPUs/data center. For me, it was quite interesting to see the deal of Cursor with xAI, where basically they couldn’t get access to computing resources to run their model. But xAI had, I forgot the exact numbers, but close to half a million GPUs that no one, I mean, “no one was using” because their services are not so successful yet in terms of AI chatbot and the like. Basically, suddenly they are like, “You know what? We control access to resource.” But the new resource is, again, a mix of extremely talented AI engineering or AI scientists versus GPUs/data center. There is this race of controlling boss and everything else is going to be collateral damage. Some examples, I think, are quite interesting. You talk about some example of Amazon, even some production issues. I remember reading a quick post-mortem of one of the issues, and the conclusion was it was AI, definitely part of the issue. But the other part of the issue was AI used by junior engineers. For me, it’s interesting. It shows that actually junior plus AI is actually a danger zone. That’s why many companies are going to be way more careful. “Why do we need the junior people if they are just playing with fire?” I think we go back to that situation of barbell, as you call it. The top talents are extremely valuable because they know how a production system works. They are here to develop better AI systems. But the junior guys playing with fires, yeah, maybe it’s cute in startups, but in a big time production environment, a different story.   Nuno Goncalves Pedro There will be a barbell with top-end talent super-mega paid and then mid-level talent that is individual contributors still doing a lot of great work, et cetera. Along the way, a lot of emptying of entry, a lot of emptying of the middle. Where does the talent go? The Three (?) Destinations I think we could say there’s three destinations for this talent. Maybe there’s four, maybe there’s more. Three that we can immediately identify. One is the AI native startup piece, where we have smaller teams that potentially get to a lot of revenue or top line over time, and where the Series Seed is the primary round, where we’re seeing Series Seed being raised of tens of millions of dollars, actually even hundreds of millions of dollars in Series Seed. In some ways, the stars there can get incredible compensations in terms of stock. They will stay for private and selling in secondaries later down the road because there’s so much capital at the table. Actually, in some ways, salaries are very high as well in some of these companies. It’s not like you’re trading off anything. You can get paid a lot of money. If your company at Series Seed for 10 or 15 employees has raised 50-$100 million, you can pay great salaries. In some ways, this is the extreme destination. The AI native startups that can make it is the extreme destination. Now, there aren’t a ton of AI native startups that can raise 50-100 million to 400 million in Series Seed, just to be clear. There’s a handful of hot deals in that space, but that’s one clear destination for top-end talent going through that. In that market, I think that’s one of the destinations. The second one is more what we would call the human-verified premium. It’s more of a play of companies that has still the need of human in the loop, either in terms of development, also in terms of activity, either because go-to markets are very intensive, and so therefore you need to have sales forces, partnership teams, et cetera. Or on the engineering side, it needs to have a lot of customization, integration. Companies are not just going to the, “Oh, you can come in and just apply your AI tooling and somehow magically the systems all work.” there needs to be quite a lot of and work and high touch work in getting stuff done. A significant part of that market, I’m not sure, is super VC investible. Maybe it’s a hybrid of private equity in VC, more PE style in many cases. It’s a PE-hold, sell to someone else market. As we’ve discussed in a previous episode on the SaaS-apocalypse, that hasn’t quite worked out for PEs. Question marks on how that human-verified premium market is going to evolve. But obviously, there’s a lot of work still to be done there, even on the engineering and science side. That’s the second potential destination. Then the third more aggressive destination is the reindustrialized middle companies that have a lot of specificity in going after small and medium businesses, local or regional affectations like ERPs or CRMs for specific markets, et cetera. Those are the three natural destinations. I would add the fourth, which is big tech. I mean, big tech doesn’t magically disappear, and I don’t think it fits neatly into any of these three markets. In some ways, big tech is now looking at the extreme for top talent a little bit like the AI native startup because they can pay. They can pay the 100 million every four years, et cetera. I do think it will typify taxonomically into a fourth type emerging, where, as we discussed, you’ll have top-end individual contributor talent. You’ll have the absolute top-end of the market because they can get paid. Then you’ll start having the emergence of earlier talent that is highly capable, et cetera. That will go back to a bit of a normal distribution in terms of talent on big tech. For me, those are the four destinations that I would put at the table.   Bertrand Schmitt For me, big tech moving to big tech, I’m not sure if it’s really a destination. I mean, yes, in some ways it’s a reshuffle between the big tech companies. They are definitely all fighting in some ways for some of the same people. I can see that dramatic shift where big tech has to remove a lot of positions in order to replace by AI. Again, I think at this stage, it’s mostly driven by AI coding. We are still at the beginning because this is brand-new phenomenon that AI coding is so successful at its task. I don’t think it was true even 6 months ago. Some companies, take Anthropic, take OpenAI, are definitely there or close to be there in terms of no more writing of a single line of code by a human, zero. This is, again, 6, 12 months ago. Not true. But now it’s true in a few top companies. Take OpenClaw as well, most successful GitHub project of all time, not a single line written by its author. It would have been impossible. We’re talking about hundreds of thousands of line of code in a few months. It’s impossible to achieve that manually. If you look at the other big tech companies, the Google of the world, the Meta of the world, the Microsoft of the world, they are absolutely not there yet. They are going to be there because they have no choice. It’s you either go fast there or you die. You are not going to be able to survive competitors that are shipping 10, 50, 100 times faster than you are shipping. It’s a life and death situation. All the big tech companies are going to move, and mark my word, in the next 2 years from 10, 20% of AI-written code to 100%. During that transition, the next 2 years max, if you don’t do it in 2 years, you are going to die. Your stock price is going to crash. Then, of course, you will have to make changes. You will have to invest more in GPUs. You will have to invest less in your standard typical software engineer employees. Like you, I’m very optimistic that there are new buckets. AI-native startups definitely will be there. It will be transformational. Human-verified premium, very interesting category. In a way, it will be businesses that are inevitably less scalable through AI, and there is definitely a spot from there. I think the biggest would be the reindustrialized middle SMBs. Most of S&P 500 type of business are going to dramatically offer new software opportunities, new opportunity story to talented software employees because they will need to implement AI in everything they do. They will do it. They will need people who have software engineering knowledge in order to implement these systems. For them, what’s changing dramatically really is that thanks to much cheaper cost as thanks to AI coding, a lot of software projects that they couldn’t afford to do, that they couldn’t imagine doing by themselves, they are able to do it. They will invest in a lot more software capabilities than ever before. That will be a big game changer. And software, very tuned to their business model. There might be less buying of your traditional off-the-shelf SAF software and a lot more investment in a highly custom software by their own team, assisted with AI. I think that would be the part that is most transformed by all of this in a positive way.   Nuno Goncalves Pedro Alternative Cap Tables, Alternative Compensation Models This will lead to a very fundamental shift, right back to the broken contract. What does the new contract look like? It looks like alternative cap tables depending on which bucket are you transitioning into. If you’re going into your AI-native bucket, and you’re a top-end talent, you’re like, “Dude, I’m worth 100 million over 4 years, so just compensate me accordingly with a mix of options in the company plus my salary.” If you’re top 1%, you can probably get away with salaries that you’d get anyway at mid-level from 300K, 400K and above, and you can get actually a lot of options already in the company. A lot of this is happening right now. There’s a premium for AI, we know that. There’s a premium for AI at the top end of AI researching, in particular on companies that are doing hardcore research on staff AI engineers, so companies that require actual AI engineering. There is a premium that is significant. It could be as high as 18% over non-AI peers, and it widens actually with seniority, shockingly enough. This is more of an average than anything else. Now, for me, and it’s for debate, but the perspective is this extreme comp will need to compress at some point. There will still be the haves and have-nots paid much better than the have-nots, so to speak, but there will be a compression. The variance can’t be the variance we’re seeing today for absolute top-end talent. That said, there will be variants. We know that big tech for over a decade, decade and a half, for example, in the Bay Area, has been paying a lot of money for director and above levels that used to be the VPs, so a million, a million and a half a year, all in compensations. It’s not unheard of that this will actually increase after this stage. That said, I do think that the compensation extreme that we’re in will get diluted down the middle. It will actually come down at some point. It’s part of where we are today. As we know, it is still a bubble.   Bertrand Schmitt Yeah, it’s an interesting point. I think it’s possible. At the same time, that compression coming 2, 3, 5 years. At the same time, we have examples where there is no such compression. Take the top sports players in the world, golfing, basketball, NBA players. There has not really been any compression at all. For me, it’s interesting. If you look at the big tech companies, each being one of this top NBA team, why would such compression happen? As long as they are competing against each other and generating plenty of cash, I think there will be some fair question. We will see. I don’t have a strong opinion, but for me, it’s not a total given.   Nuno Goncalves Pedro For me, the shocking thing is the faster AI becomes better, the more that compression will happen, because at some point, it’s like, why do you need the top talent as well? I don’t know. It feels like you’re trying to evolve a system that’s there to replace you. It’s like, “Okay, I’m getting paid 100 million over the next 4 years”, and then you develop something that’s so good that replaces you. Thank you. That’s cool.   Bertrand Schmitt That’s a total possibility, yes, because we are in that very unusual market where the game is to only replace yourself and people like yourself. At some point, it is a possibility, I guess this one. Right now, we’re talking about replacing your “average software talent”. In 2 years, could we absolutely replace the absolute best top experts in the world? Probably. I think it’s just that at some point we’ll be reaching the stage where we strictly have no control anymore on our AI systems because no human is able to challenge and understand what’s produced. It’s not just a question of scale anymore. We’re talking about a gap in IQ, basically.   Nuno Goncalves Pedro Exactly. It will happen at some point in history. We don’t know exactly when. For the second bucket, the human-verified premium bucket, it’s difficult to see how an HVAC company or an HVAC roll-up of scale or a regional health care platform or high touch go-to-market, B2B, SaaS play, et cetera, for a vertical will compete. At the same end, they have to compete and they will compete. There will be more and more jobs, we believe, for engineering talent in these companies. They’ll have to be more and more AI-enabled themselves. The cash salaries will have to be competitive within the local markets, not necessarily with Silicon Valley. There will be potentially profit sharing and revenue sharing and actual dividends played at the table. The model there on the cap table needs to change a little bit, needs to be probably propped up more on salary and on some way of doing profit sharing or actually having dividends paid to employees and figuring out employee to equity in a more aggressive manner. This is the market that probably was already very attacked, so to speak, or let’s say, occupied by private equity firms. There are still obviously part of that model that would work well. There needs to be a fundamental shift, certainly on the quantum of salary compensation, dividend compensation, profit sharing, and all of that. Then last but not the least, obviously, we had the bucket around basically the reindustrialization of the middle, so everything else, which will take most of the belly that we were talking about. This is probably a poor analogy, the belly fat. It’s not belly fat, it’s people that were doing their jobs that now are getting disrupted. In some ways, that bucket will absorb a lot of that belly, will absorb a lot of talent. The small and medium businesses that Bertrand was saying will need to crucially become more AI, software-enabled by themselves, even with some core stuff and underpinnings that actually might not even require AI in terms of infrastructure platforms. There, you need to get properly paid. Again, how many people do you need in your engineering team if you’re a small business? Probably not a lot. It’s maybe you need one or two people and that’s it. They’ll need to be very nicely paid because they’re running the stuff in the rails. This is probably a market that over time, as AI gets more and more competent, will also be disrupted, but let’s not talk about the disruption to the disruption because otherwise, we’ll stay here the whole day, but certainly a market that has a lot of potential to shift and to absorb a lot of the moments that we’re seeing in terms of layoffs happening in the US in particular.   Bertrand Schmitt This category was a category that historically could not compete with Silicon Valley salaries, could not attract the most talented engineers. It’s not a category that didn’t want to bring these people on board. It’s a category that just couldn’t afford to bring this talent on board, typically. I think it would be a dramatic shift for them when suddenly there are opportunities to hire these people. There is an opportunity to hire them at maybe more reasonable prices from this company’s perspective. You talk about small companies, the great thing is that there are millions of small companies at some point. I think things could be truly transformational. Of course, some of these engineers, software engineers, might decide to become entrepreneurs on their own. Solo entrepreneurs, small businesses, build their own, easier to build their own product to market so to serve other companies. I think there will be quite dramatic changes because not all companies will be disrupted by AI as much, but not every company will benefit from improving processes, improving software through AI. At least early on, you will need this human touch to make it work inside a business. Interestingly enough, I was hearing that some companies like IBM were hiring more younger people to do the work of going to the client, understand their needs, propose implementation plans. That forward deployed engineer, those positions, I think there will be more and more available.   Nuno Goncalves Pedro Investor Landscape Fragmentation What happens to investor into the landscape? We already had an episode, the previous one, Episode 76, where we talked quite a lot about the big capital reset on the private equity and private reset, including venture capital. Just maybe to summarize, how does it align with the buckets that we’ve just been discussing? I think the AI-native bucket clearly is going to be the key bucket. There, we’re going to see two movements. One movement, which is the mega funds, as we discussed in the last episode, are no longer just VC funds. They’re really mostly multi-asset private equity funds, maybe even private equity hedge funds in some cases. Those funds will be all over the high-growth AI-native companies and will be pouring money into companies that are scaling really, really quickly. The early stage, so to speak, VCs, the actual VCs that will stay in the market will be the guys probably identifying the next big wave of AI-native companies. We’ve discussed that as well in the last episode, some research that we did at Chamaeleon that I shared in episode 76. We’ll see that as emerging. What happens to the second bucket, the bucket around human premium, human in the loop? Likely we’ll have more and more private equity capital going into it and the large-scale VC guys, the Thrives of the world, they’ve just announced Thrive Holdings, and others going after those markets as well. It’s trying to converge into the private equity market, which aligns with the point we made in the previous episode that the VC mega funds are no longer VC, that they are private equity, multi-asset class. They’re going after a bunch of things. There’s a conversion happening from VC into private equity. It was going to happen anyway because the private equity guys were coming into VC as well and the hedge funds were coming to VC as well. There’s a convergence in the middle of very, very large funds and large assets under management happening to go after some of these opportunities, certainly in Bucket B. Then this Bucket C, so to speak, the bucket of reindustrialization, as Bertrand was saying, very well, likely will be self-funded for a significant period of time. Will self-fund with their own cash flow. Doesn’t need to have a ton of capital intensity. Maybe you need one or two engineers to do stuff, but that’s it. You don’t need tons of capital. You didn’t need in the past, you won’t need it today. Not sure there’s going to be a fundamental shift to that market.   Bertrand Schmitt Yes, I certainly, overall, agree with you. That last pocket, probably little change to the capital and capital structure. Again, I see that as the biggest opportunity for a lot of people who might be less needed by big tech and also top tech companies. What is sure for the first category, the high native startups? I would say more overall in the VC ecosystem, there is no space left for SaaS anymore. I think SaaS, as we used to know it, is dead in some ways in the sense that new pure SaaS software startup are definitely out. Existing ones that are critical to run your infrastructure, the Salesforce of the world, I think they’re in a decent spot. Actually, interestingly, they changed their pricing model to now sell to AI agents, not just per seat. There is a change in pricing there. But this day and age of funding a pure SaaS software startup through VC money, no way. VC money going to AI-native startups, AI-focused startups, to biotech, to deep tech, to defense tech, yes. SaaS as a fundable category early on, I think it’s over.   Nuno Goncalves Pedro I’m a bit more nuanced as we shared in The SaaS Apocalypse episode. We can call it whatever we call. It’s applied AI is the new SaaS thing. Horizontal applied AI is the new horizontal SaaS or vertical applied AI is the new vertical SaaS. I agree in common with your point that very specific point solutions around SaaS will be disrupted by nature with all the easy stuff you can do today with AI. It will take a while. This is not something that’s going to happen this year. It’s going to happen over the next years. Maybe interesting to also talk about the exit markets. I think the IPO market, as we’ve also discussed in the past, there is, in my view, going to be a reopening of the IPO market, I think this year, probably later in the year, third or fourth quarter. The median time to IPO actually is going to be really weird because there’s going to be potentially some companies in the current landscape, bubble or no bubble, that are going to IPO, the OpenAIs of the world, Anthropics of the world, et cetera. There will be more and more aggression, I think, on M&A. Big tech has already shown it, that they want to buy into markets. Large non-tech companies have also started doing acquisitions in space. To prop up their IT teams, their engineering teams with this world that we’ve also discussed in previous episodes that I’m going to own my own engineering stack for now. As we see, that normally doesn’t withstand the test of time. At some point it will get unbundled and served by someone else. Then finally, the secondary market is very hot right now. Obviously, there’s heavy discounting on some areas, high premiums on others. The exit market, strangely enough, is going to be propped up, in my opinion, over the next year to 2 years, dramatically. Then we’ll see if there’s a big reckoning around the bubble that we are clearly in or not, if it’s a soft landing or hard landing. Definitely, there’s going to be a lot of exit paths over the next year to 2 years.   Bertrand Schmitt Concerning the “bubble”, I have two perspectives on this. One is it’s a bubble in the sense that money is going to a lot of players and some players are going to blow it up. There will be a concentration of players at the end, like it usually happens. If you look at, for instance, long time ago, the railway revolution, there was that intense influx of capital. At the end of the day, there was a dramatic change in transportation in the US and a complete railway system put in place. Yes, some investors lost money, some companies went bankrupt, but the transformation was fully real. There were a lot of top leaders at the end of this revolution. The change after that only happened, we guess, post-World War II, with the construction of the highway system and the rise of airlines and plane transportation overall. Here I feel it’s similar in the sense that, yes, there is a lot of money going in. Some players are going to blow it. They will misuse the money in different ways, but that’s part of dynamic allocation of capital. Of course, you make mistakes. That’s what happens. At the same time, I feel it’s a similar level in the sense of this is a dramatic change in the US infrastructure. This buildup of AI data centers filled with GPUs, integrated at scale with some of the best software in the world and running it, supported by a dramatic shift in energy infrastructure. This is for me similar to the Railroad Revolution. Some players might not own the data center they build because they didn’t manage well their debt, they didn’t manage to run proper software. You know what? They will get acquired by somebody else. I think we are at this level of fundamental transformation. The fact that in a matter of maybe 2 years, the move from 0% of code written by AI to 100 % written by AI is an insane dramatic shift. Just to be clear, when you move from manually coded to AI coded, we’re talking about a 100X difference in terms of speed at similar, if not better level of quality. The shift is dramatic, and on top of it, you don’t pay salaries anymore to achieve that. You pay CapEx, and with GPUs and OpEx with electricity. It’s a very big shift, positive shift in business model. New unions, no management over it, AI working 24/7. Personally, I think for me, bubble has a bad connotation in the sense of it was all for a waste. I don’t think it’s all for a waste. I think we are witnessing a dramatic revolution of our lifetimes, quite frankly, bigger than SaaS, bigger than mobile. From my perspective, it’s exciting times.   Nuno Goncalves Pedro Operator Playbook and Predictions Let’s move to if you are this person, what would you do in the future? Let’s start with two extremes and go from there. One is you’re non-tech, so you’re not an engineer, et cetera. You’re trying to figure out, how do I scale my activity? Maybe physical labor is where I want to go. It’s not, “Go west” anymore. Definitely not necessarily go west. You should go to, I guess, the states that have no sales tax with very cheap energy because that’s where the data centers are being built if you want to be in that market. Obviously, there’s a lot of stuff that needs to be done: HVAC, electricity work, et cetera. Don’t go west. Go low sales taxes, low cost of energy. That’s likely where the data centers are being built. You probably can just follow. There’s, I’m sure, some way for you to follow where the data centers are being built, but that’s next, I think on that extreme of the table. The other extreme of the table, let’s say you are super ambitious, maybe you’re no longer an engineer, but you’re a product manager in your prompt engineering. You could do prompt engineering all day long. You’re 28, 29-year-old superstar. What do you go and do? Likely either you start your own thing, start your own company because you’re so good at prompt engineering, you probably can do a lot of the code yourself, particularly if you have an engineering background, or you go and join very early an AI-native startup that you think has the chance of going through the roof, and you take a pretty good salary early on, a ton of upside on the company because guess what? Companies like that need product managers. They need people to figure out UX, UI. It’s not going to be, at least for now, yet AI figuring that out for you. Those are two extremes, just to give two of the extremes, like engineering, product management persona, and physical labor at the other extreme, non-tech, et cetera.   Bertrand Schmitt In some ways, every software engineering job is going to become the equivalent of a software engineering manager or a product manager, because suddenly you don’t have to do the coding anymore. You’re managing AI that is coding for you. Either you start to have some manager hat, but we saw the humans, so it’s a very different type of manager, obviously, or you are going to be really an empowered product manager. You’re skipping the middleman. You’re skipping the traditional engineering organization because your engineering organization is AI running and doing the work for you. I still believe that it requires some serious skills. I don’t believe in the vibe coder type of value proposition. I don’t believe in the prompt engineer becoming suddenly super incredible, able to manage that. I still think it requires some serious chops to do the best from all of this and to do it in a safe and sane way. It’s very easy to have poor taste, make mistakes. I don’t know you, but keep reading these stories on the heads of companies who lost everything because of the AI agents. That deleted stuff in production, and they had no backups or the backups weren’t deleted as well. Crazy situation. You cannot run companies like this if you let your agents running wild. You could argue it’s the early days. I would argue it that that issues would be there for a while. You need to have some engineering discipline at core in the company running the business to make sure things don’t go sideways because it would be easy for things to go sideways.   Nuno Goncalves Pedro I totally agree. If you’re thinking, Oh, should my kid go into science and engineering and computer science, et cetera? Absolutely, still, because of everything that Bertrand just said. You need to understand actually what code does and what technology does and what all of that does. That’s still a skill of the future. It’s not a skill of the past. In some ways, it’s still a skill of the future very much. Maybe let’s try two more extremes. Around the same level, the person that decided to do an AI native company bootstrapped initially, having difficulty raising a mega round, but could probably get away with raising a 2-3 million seed round, et cetera. Is that still viable? The answer is yes. There’s tremendous capital efficiency right now happening in the market still, 10 plus higher than if you were doing a SaaS company, and you were a founder in 2019 or something like that. That capital efficiency is going to reverberate. You can run a tighter team, smaller team. Actually, you don’t need that many salaries. If you’re a decent engineer as a founder or if you understand enough as a product manager to just generate that code, you can do a lot of stuff yourself, can bring in maybe one or two technical elements to the team early on as you would have done if you were bootstrapped anyway. There’s obviously a path for that. The other extreme is you’re in big tech, you’re level five, individual contributor, making a ton of money, or you were a manager, and you’re now out of a job, where do you go? You can go to a big company that is non-tech, S&P 500 company that’s non-tech, something like that. You join the company, you’ll probably get paid pretty well, maybe not as high as you were paid in big tech. There’s some stock at the table, but guess what? You’ll have probably more work-life balance than you ever did. That’s the trade-off. You’ll have a better job. On the upside, you can transform the company. You can help and be part of transforming a company from non-AI to AI-first or AI-enabled in the future, whatever BS that will look like in terms of the argumentation to the board. You can actually create tremendous productivity enhancements in a big non-tech company if you come with that background. Again, you’ll have certainly a better work-life balance, so not a bad deal, to be honest.   Bertrand Schmitt Also, to be clear, I talk a lot about AI coding because it’s truly transformational. You could argue that it’s going to be self-improving. We are in the situation of a self-improving AI that keeps improving itself thanks to automated coding. It’s a dramatic, virtuous loop. Obviously, AI is also going to improve everything else. It’s going to improve your marketing, it’s going to improve your search process, it’s going to improve your DNA. Improvements will be everywhere. It’s just that right now we are at a point in the quote-unquote revolution where there is one clear piece of the puzzle that is moving faster than the rest.   Nuno Goncalves Pedro Bertrand, the senior executives at non-tech don’t know anything about that. It could be just a great prompt engineer. That’s the only job you do. “I’m the chief marketing officer. I have someone below me that’s doing the whole work.” Nobody knows. Nobody’s the wiser, I guess. I’m being facetious, but not fully.   Bertrand Schmitt Yeah. There would be a transition period where what you described happen. I want to say, going back to AI coding, I think that the part of AI that as of today has reached a stage of limited AGI. We have reached, from my perspective, a limited type of AGI for coding. If you take coding as a discipline today, I think we reach AGI. If you go beyond coding, that’s true. If we are talking about coding, leveraging the latest LLMs: OPUS 4.7, ChatGPT 5.5, combined with Claude Code, Codex, and OpenCode for harness, I think we’ve reached AGI in the context of coding. I’m not sure everyone fully realize that and the consequence of that. I think the rest is going to come as well. We are going to see that category by category, usually categories that are more scientific in nature, where you can replicate, where you can test easily, where you can create clear success. Metrics will be the “easiest” to follow in that direction of self-improvement. I just want to highlight that this part is truly transformational, the root cause of everything we’re talking about today. At the same time, it’s coming beyond coding.   Nuno Goncalves Pedro I think it is true. There are a couple of markets where that might not hold true, which is maybe the final path. If you’re thinking of starting your own business in plumbing and in HVAC maintenance and installation, this is a pretty good time for the reasons we already said before. There’s a lot of buildup of data centers and all that stuff, but also for other reasons, because it’s an activity that won’t be disrupted by AI yet. You need them embodied AI. You need physicality to AI to do stuff like actually fixing pipes.   Bertrand Schmitt Until Optimus replace you.   Nuno Goncalves Pedro Yeah, but if we’re 3, 4 years out in terms of a lot of these optimizations that we’re talking about at the software layer, we’re 10 years plus out on embodied AI, right?   Bertrand Schmitt Oh, yeah, it’s 10 years.   Nuno Goncalves Pedro We’ll probably be optimistic as we speak. That’s a nice business. I’m thinking of starting to go into that market. If you guys are interested in listening to this, just reach out to me. What’s the angle? I think there’s a lot of stuff you can do in the buildup of some of these businesses, plumbing, HVAC, all sorts of maintenance. There are markets that are just totally messed up. Handyman market in the US is totally messed up. There’s a bunch of companies out there that try to go after it with marketplaces and stuff. I honestly just start something from scratch, a small business, and go from there.   Bertrand Schmitt Yes. They’re an interesting middle. Think about accounting firms, consulting firms. I think they are not as easy to replace, but at the same time, there is no way on what they do is not going to be dramatically changed with AI. I don’t know if it’s 50, 80, 90% of the job, but this is changing quite dramatically, would be my expectation in the coming few years. Conclusion Thanks for listening episode 77 of Tech Deciphered about that great talent redistribution. As you heard it from us, we believe there is a dramatic change in play, enabled by AI coding, and that ultimately a lot of the big tech companies are changing their employee distribution, way more focused on the top talents and bringing more GPUs. As a result, we will see a change in their staffing. Some of this change will benefit AI-focused startups, but probably more likely will benefit the bigger SMBs, the S&P 500 companies of the world that will finally be able to bring inside and afford some of the talent that were in some ways trapped by the top 5, 10, 20 software companies of the world. Thank you, Nuno.   Nuno Goncalves Pedro Thank you, Bertrand

The guys then deep dive into the massive internet fallout surrounding Chud the Builder, tracking his controversial public altercations in Nashville, his recent heavy legal trouble, and Nick Fuentes' sudden stance against public clout-chasing provocateurs. Stanley also shares a first-hand account of getting cornered by an aggressive IRL streamer right inside Grand Central Station.Plus: Security guard standoffs with trespassers on Epstein Island, analyzing a legendary 4chan thread about an underwater alien headquarters, King Charles' tracking initiatives, and the massive corporate rush for AGI data infrastructure. To wrap it all up, the guys consult Claude AI to design a highly questionable, completely unhinged new energy business plan to power the future surveillance state.Rise up in the comments: Are we heading toward an AI utopia, or are the 4chan ocean base theorists completely right?Air Date 5/14/26DON'T FORGET TO WATCH FAGA'S NEW SPECIAL "BURN AFTER SAYING" ON THE HSR YOUTUBE PAGE!⁠⁠https://www.youtube.com/watch?v=TxIHJU2LotU⁠⁠Support Our Sponsors!Body Brain Coffee: https://bodybraincoffee.com/ - Grab A Bag of Body Brain Coffee with Promo Code HSR20 to get 20% off!YoKratom: https://yokratom.com/ 3rd Mic Harrington: https://3rdmicharrington.com/High Society Radio is 2 native New Yorkers who started from the bottom and didn't raise up much. That's not the point, if you enjoy a sideways view on technology, current events, or just an in depth analysis of action movies from 2006 this is the show for you.Chris Stanley is the on air producer for Bennington on Sirius XM.Chris Faga is a lifelong street urchin, a former head chef, county comitteman and supposed comedian. Twitter: https://twitter.com/ChrisFromBklynInstagram: https://www.instagram.com/chrisfrombklynEngineer: DomExecutive Producer: JorgeInstagram: https://www.instagram.com/themharrington/Twitter: https://twitter.com/TheMHarringtonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week I'm sharing the fourth and final installment from the day-long conference convened by the Institute for America, China, and the Future of Global Affairs (ACF) at Johns Hopkins SAIS on April 3rd in Washington — “The China Debate We're Not Having: Politics, Technology, and the Road Ahead.” The first three episodes featured Jessica Chen Weiss's opening remarks and the panels on what China wants, what the United States wants, and tech rivalry and competing visions of the future. This final installment is a fireside conversation between Henry Farrell and Alondra Nelson, followed by Jessica's closing remarks.Once again, my deep thanks to Jessica Chen Weiss, ACF's inaugural faculty director, for organizing this terrific conference and for so generously letting me share this audio with Sinica listeners.Henry Farrell, the Stavros Niarchos Foundation Agora Institute Professor of International Affairs at SAIS, sits down with Alondra Nelson — Harold F. Linder Professor of Social Science at the Institute for Advanced Study and former Director of the White House Office of Science and Technology Policy — for what turns out to be the day's most generative reframing of the AI race. Henry begins by asking how it is that ideas once confined to 1980s science fiction — the singularity, AGI, brains-in-vats — have come to anchor mainstream American AI policy discourse. Alondra traces the genealogy back to the “Californian ideology” and the long history of outré thinking in Silicon Valley, but her real point is that something has shifted: U.S. negative sentiment around AI has been climbing and plateauing high since 2022, even as adoption has spread — the opposite of the usual technology-acceptance curve, and the opposite of what's happening in China, Nigeria, or Brazil.From there the conversation opens up into what I found to be its richest vein: the contrast between a Cartesian, disembodied American conception of AI — “we're working on the brains,” as Sam Altman put it when OpenAI shut down its robotics team in 2022 — and a more embodied approach that integrates the cognitive and the physical, which is part of what's powered China's advances in advanced manufacturing and robotics. Alondra is sharp on the costs of the brain-in-a-vat framing: it treats AI as a state of exception in which existing laws and institutions somehow don't apply, and it lets us float aspirational claims (”AI will cure cancer”) that elide all the clunky institutional stewardship actually required to get from aspiration to outcome.She also offers an incisive reading of the Trump administration's AI policy — which, she argues, is misleadingly described as “deregulatory.” Between export controls, the golden share in Intel, immigration restrictions on STEM talent, and the administration's tight stewardship of who wins and who loses in the AI ecosystem, this is industrial policy by another name — and a narrowing of democratic input over decisions of enormous infrastructural consequence.The conversation closes with Henry asking what a small-d democratic successor administration ought to do, and Alondra's answer is bracingly practical: get rid of the state of exception, take the material supply chain of AI seriously (data centers, electricity, critical minerals, communities), let state-level policy generate evidence about what works, and aim for high-watermark aspirations — North Stars, in the spirit of the AI Bill of Rights — rather than pretending the technology itself will deliver our values.Jessica then offers her closing remarks, thanking the panelists, previewing the ACF Insights Series, and putting out the call for new junior fellows at the Institute.Participants:Alondra Nelson, Harold F. Linder Professor of Social Science, Institute for Advanced Study; former Director, White House Office of Science and Technology PolicyHenry Farrell, Stavros Niarchos Foundation Agora Institute Professor of International Affairs, Johns Hopkins SAISClosing remarks: Jessica Chen Weiss, David M. Lampton Professor of China Studies and Inaugural Faculty Director, ACFSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome back to the Tom Bilyeu Show Live, broadcasting straight from London, where Tom Bilyeu and Drew break down the world's most pressing news, geopolitical power plays, and technological disruptions. In this episode, they unpack the historic Trump-Xi summit in China — what it means for the Thucydides Trap, dollar diplomacy, Iran, the Strait of Hormuz, and the looming question of Taiwan — and why Trump bringing 20 of the world's biggest CEOs (Musk, Huang, Cook, Boeing, BlackRock, Goldman) may signal the most important pivot in modern US foreign policy. The conversation moves into the Bernie Sanders and AOC bill to freeze every AI data center in the country, why young people and women are leading the pushback, and why Tom argues this is a Manhattan Project moment we cannot afford to lose to China. They debate whether AI is a doomsday weapon or the path to an age of abundance, the real cause of resentment driving anti-AI sentiment, and what happens to the workforce when the Industrial Revolution plays out in five years instead of one hundred. From there, Tom and Drew take on Kamala Harris's new policy pitch and the Democratic Party's identity crisis, Gavin Newsom's "balanced budget" sleight of hand, what Tom learned doing a deep dive on the Nordic model (spoiler: Sweden is begging us to stop calling them socialist), the math problem of open borders plus a welfare state, and why Christopher Nolan's Odyssey casting has the internet at war before the movie even hits theaters. If you want no-nonsense geopolitical analysis, a brutally honest take on AI's impact on your future, and a call to greater personal responsibility in a populist moment, this episode cuts through the noise with clarity, history, and a little bit of humor. Ketone IQ: Visit ⁠https://ketone.com/IMPACT⁠ for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at ⁠https://quince.com/impactpod⁠Monetary Metals: Future-proof your wealth at ⁠https://monetarymetals.com/impact⁠Truemed: Check your eligibility and start saving at ⁠https://truemed.com/impact⁠AT&T Business: Switch to AT&T Business at ⁠business.att.com⁠Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: ⁠https://incogni.com/impact⁠Shopify: Sign up for your one-dollar-per-month trial period at ⁠https://shopify.com/impact⁠Netsuite: Right now, get our free business guide, Demystifying AI, at ⁠https://NetSuite.com/Theory⁠Quo: Try for free PLUS get 20% off your first 6 months at ⁠https://quo.com/impact⁠ What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business:⁠ join me here at ZERO TO FOUNDER⁠:  ⁠https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show⁠ SCALING a business:⁠ see if you qualify here.⁠:  ⁠https://tombilyeu.com/call⁠ Get my battle-tested strategies and insights delivered weekly to your inbox:⁠ sign up here.⁠: ⁠https://tombilyeu.com/⁠ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast,⁠ Tom Bilyeu's Mindset Playbook⁠ —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram:⁠ https://www.instagram.com/tombilyeu/⁠ Tik Tok:⁠ https://www.tiktok.com/@tombilyeu?lang=en⁠ Twitter:⁠ https://twitter.com/tombilyeu⁠ YouTube:⁠ https://www.youtube.com/@TomBilyeu Tom Bilyeu, Drew, Tom Bilyeu Show, Trump Xi summit, US China relations, Thucydides Trap, dollar diplomacy, Strait of Hormuz, Iran, Taiwan, rare earths, Xi Jinping, AI data centers, Bernie Sanders, AOC, Artificial Intelligence Data Center Moratorium Act, Kevin O'Leary, AGI, fast takeoff, AI race, China AI, Manhattan Project, age of abundance, job displacement, female dominated jobs, Kamala Harris, Supreme Court ethics, Clarence Thomas, gerrymandering, populism, Gavin Newsom, California budget, Nordic model, Sweden socialism, Mamdani, open borders, welfare state, immigration, Christopher Nolan, Odyssey, modern audience, GTA 6, Fourth Turning, geopolitics, 2026 Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome back to the Tom Bilyeu Show Live, broadcasting straight from London, where Tom Bilyeu and Drew break down the world's most pressing news, geopolitical power plays, and technological disruptions. In this episode, they unpack the historic Trump-Xi summit in China — what it means for the Thucydides Trap, dollar diplomacy, Iran, the Strait of Hormuz, and the looming question of Taiwan — and why Trump bringing 20 of the world's biggest CEOs (Musk, Huang, Cook, Boeing, BlackRock, Goldman) may signal the most important pivot in modern US foreign policy. The conversation moves into the Bernie Sanders and AOC bill to freeze every AI data center in the country, why young people and women are leading the pushback, and why Tom argues this is a Manhattan Project moment we cannot afford to lose to China. They debate whether AI is a doomsday weapon or the path to an age of abundance, the real cause of resentment driving anti-AI sentiment, and what happens to the workforce when the Industrial Revolution plays out in five years instead of one hundred. From there, Tom and Drew take on Kamala Harris's new policy pitch and the Democratic Party's identity crisis, Gavin Newsom's "balanced budget" sleight of hand, what Tom learned doing a deep dive on the Nordic model (spoiler: Sweden is begging us to stop calling them socialist), the math problem of open borders plus a welfare state, and why Christopher Nolan's Odyssey casting has the internet at war before the movie even hits theaters. If you want no-nonsense geopolitical analysis, a brutally honest take on AI's impact on your future, and a call to greater personal responsibility in a populist moment, this episode cuts through the noise with clarity, history, and a little bit of humor. Ketone IQ: Visit ⁠https://ketone.com/IMPACT⁠ for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at ⁠https://quince.com/impactpod⁠Monetary Metals: Future-proof your wealth at ⁠https://monetarymetals.com/impact⁠Truemed: Check your eligibility and start saving at ⁠https://truemed.com/impact⁠AT&T Business: Switch to AT&T Business at ⁠business.att.com⁠Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: ⁠https://incogni.com/impact⁠Shopify: Sign up for your one-dollar-per-month trial period at ⁠https://shopify.com/impact⁠Netsuite: Right now, get our free business guide, Demystifying AI, at ⁠https://NetSuite.com/Theory⁠Quo: Try for free PLUS get 20% off your first 6 months at ⁠https://quo.com/impact⁠ What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business:⁠ join me here at ZERO TO FOUNDER⁠:  ⁠https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show⁠ SCALING a business:⁠ see if you qualify here.⁠:  ⁠https://tombilyeu.com/call⁠ Get my battle-tested strategies and insights delivered weekly to your inbox:⁠ sign up here.⁠: ⁠https://tombilyeu.com/⁠ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast,⁠ Tom Bilyeu's Mindset Playbook⁠ —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram:⁠ https://www.instagram.com/tombilyeu/⁠ Tik Tok:⁠ https://www.tiktok.com/@tombilyeu?lang=en⁠ Twitter:⁠ https://twitter.com/tombilyeu⁠ YouTube:⁠ https://www.youtube.com/@TomBilyeu Tom Bilyeu, Drew, Tom Bilyeu Show, Trump Xi summit, US China relations, Thucydides Trap, dollar diplomacy, Strait of Hormuz, Iran, Taiwan, rare earths, Xi Jinping, AI data centers, Bernie Sanders, AOC, Artificial Intelligence Data Center Moratorium Act, Kevin O'Leary, AGI, fast takeoff, AI race, China AI, Manhattan Project, age of abundance, job displacement, female dominated jobs, Kamala Harris, Supreme Court ethics, Clarence Thomas, gerrymandering, populism, Gavin Newsom, California budget, Nordic model, Sweden socialism, Mamdani, open borders, welfare state, immigration, Christopher Nolan, Odyssey, modern audience, GTA 6, Fourth Turning, geopolitics, 2026 Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI theorist who thinks consciousness is a software agent — and that God, AGI, and the apocalypse are all pointing at the same thing. What you think is "the world" isn't outside you. It's a simulation your brain produces, and the self that experiences it may not exist in the way you think it does.J oscha Bach is an AI researcher and cognitive scientist whose work sits at the intersection of computation, consciousness, and the architecture of the mind. He's one of the few thinkers willing to explain what experience actually is in mechanistic terms — without retreating to mysticism or handwaving. We cover: -why the world you perceive is a model your brain generates — not the physical world itself -what's actually wrong with Roger Penrose's quantum consciousness theory -why simulating a connectome won't produce behavior -what neuroscience is still missing; whether AGI is possible on current hardware -how religion functions as an operating system for civilizations -why atheists like Sam Harris may be more Protestant than they realize The self is not the substrate. You are not your neurons — you're the pattern running on them. KEY TAKEAWAYS 00:00 You Don't Live in the World — It Lives in You 10:05 Why Scientists Refuse to Explain Reality 14:50 Where Joscha Disagrees with David Deutsch 21:10 What Would a Truly Intelligent Machine Actually Do? 25:00 Why Chess Destroys Good Minds30:40 Can You Upload a Brain? What Neuroscience Gets Wrong 38:45 Why Einstein Needed a Body to Discover Relativity 46:00 AI Companies as Prophets of the New Religion 50:10 You Don't Die Because You Were Never Really Alive 57:50 Religion as a Civilizational Operating System 1:04:00 What the Torah Knew That Sam Harris Doesn't 1:12:00 What Is God, Actually? 1:18:00 What Bach University Would Teach 1:27:50 Confronting Your Own Death ———

The United States and China are really the only two countries that matter right now in shaping the A.I. future. As President Trump and President Xi Jinping meet in Beijing, there's a kind of Cold War atmosphere, with people talking about an A.I. arms race. But who is winning? Are we even in a race at all? Kyle Chan, a foreign policy fellow at the Brookings Institution, says it's hard to call it a race because the U.S. and China have very different A.I. goals. 00:00:25 U.S. vs. China in A.I. 00:03:07 Everyday A.I. in China 00:07:41 China's A.I. chip limitations 00:12:14 China's A.I. advantage: energy & deployment 00:16:10 China's public mood on A.I. 00:19:44 AI, job displacement and social concerns 00:23:53 Robots for China's labor shortage 00:26:55 China's view on America's AGI fixation 00:31:16 Distilling A.I. models 00:38:39 U.S. needs more A.I. deployment 00:41:48 U.S. chip policy and the hawk's argument (A full transcript of this episode is available on the Times website.) Thoughts? Email us at interestingtimes@nytimes.com. Please subscribe to our YouTube Channel,  Interesting Times with Ross Douthat . Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.