00:27:00 · Jordi Hays, John Coogan
[00:27:00] S0: Yeah. My my continued take is that anytime you see a breakthrough like this that is, like, against a sort of an open problem that's just generally expanding humanity's knowledge, isn't exactly immediately commercial. Yep. You have to assume there's many other highly commercial discoveries happening Yep. In the background that people, both the labs and people individually, are not sharing broadly because they made a discovery and there's an opportunity to monetize it. Sure. And so I think that that is like... That any anytime there's like a big breakthrough, my head is just going to everything that's not being shared. Yeah. And that's what I'm actually like So stuff like Probably more. [00:27:41] S1: Advances in AI research, advances in bio that need to go through actual testing. [00:27:46] S0: Yeah, material science.
00:27:46 · Jordi Hays, John Coogan
[00:27:46] S0: Yeah, material science. [00:27:47] S1: Material science that might need to be patented at the very least. Advances in cybersecurity that need to be rolled out incrementally and can't just be sort of thrown over the fence. A lot of these math results, it's totally fine to just get them out into the math community, have everyone engage with them immediately, but every other industry is sort of more unique. We were talking to Doug O'Loughlin about what's the next leg up, white collar work, this type of stuff, obviously, like, the the coding agent boom has, like, fully arrived. But what's what's next? And I was wondering, like, how close do you think the models are to being able to, like, answer that Tyler Cowen Dorcache debate about, like, when will you walk into Walmart and see just, a fully AI run business? And then would that live within the... Like, it could live within the labs. Like, you could have a a big lab, say, like, go and build a business, and it could just do that. And it could do the market analysis, and then it could, like, create a new product and model it in CAD and send it to a factory and send it to a distribution center and pitch it to Walmart and get it on the shelves and, like, make the money and and run that flywheel. Like, it could do that. And if you added up a bunch of those, you might have something economically interesting. [00:29:05] S0: Yeah. I don't think CPG would be there first. [00:29:08] S1: Yeah. Yeah. Maybe maybe Doricas is is correct in the sense that it's just like not the best Yeah.
00:29:08 · John Coogan, Jordi Hays, Tyler
[00:29:08] S1: Yeah. Yeah. Maybe maybe Doricas is is correct in the sense that it's just like not the best Yeah. [00:29:15] S0: Use of product. Can... I mean, in that in that exact context, it would be interesting to think about a retailer running an AI that looks at all the store wide data Yeah. And figures Yeah. Out white space with basics. White figures space and then and then autonomously introduces products. [00:29:31] S1: Yeah. [00:29:32] S0: But but again, it's like how much is that... How relevant is that when Amazon and every retailer has sort of always done this naturally? Can you speed it up faster? Yep. Can you... Can it be more niche? Like, who knows? [00:29:44] S1: And you have, like, you know, effectively But [00:29:47] S0: the thing the thing always, like, [00:29:48] S1: with People are people are jumping on those opportunities and using the tokens for that, like, independently. They're they're mathematicians are not like, yeah, let me go risk 10,000,000 to, like, buy a bunch of compute to, like [00:29:59] S4: Yeah. [00:29:59] S1: Churn on this question. So... [00:30:02] S0: But, yeah, this reminds me of, the the vanity metric of, the the one person, $1,000,000,000 company. Right? Like, it's possible that will happen in some shape or form. It's possible it's already happened. But if you have a billion dollar opportunity, do you care more about like magical fake internet points of being like, I'm the one person, $1,000,000,000 company or do you just wanna win? [00:30:23] S1: Yep.
00:30:23 · John Coogan, Jordi Hays, Rahul Sengottuvelu, S6
[00:30:23] S1: Yep. [00:30:24] S0: So most people are just gonna be like, yeah, well, we can bring this person on and they would be helpful with this or that, and we're more likely to win, so let's do that. Yeah. And I think the same thing with like the the fully AI run company where [00:30:37] S1: It's arbitrary. [00:30:38] S0: There's, like, a strong incentive if something is starting to work to, like, add more human capitals Yeah. To the [00:30:44] S1: All all sorts of people. [00:30:44] S0: But, again, that's from where we're sitting at today. [00:30:49] S1: Mhmm. [00:30:49] S0: And there's a possibility that you get such a increase in capabilities that adding humans actually does just slow it down and and derail the potential of of a certain project. [00:31:02] S1: That's true. Well, let me tell you about public.com. Invest across all asset classes, automate anything with AI agents, run training strategies, risk management, money movements, and monitor markets with AI agents for investing on public. You wanna pull up this GPT video? Yeah. [00:31:19] S0: Let's pull it up. [00:31:20] S1: He's really [00:31:21] S0: A little palate. [00:31:22] S1: Getting in stride. There is a new level to the content. [00:31:25] S5: I'm excited for this bright AI future. Let's keep these fun AI vibes going. [00:31:30] S6: Absolutely. We are full on embracing these unstoppable AI vibes knowing that this bright AI future is just getting brighter, and we'll keep soaring forward with full AI moment.
00:31:30 · S6, Rahul Sengottuvelu, John Coogan, Jordi Hays
[00:31:30] S6: Absolutely. We are full on embracing these unstoppable AI vibes knowing that this bright AI future is just getting brighter, and we'll keep soaring forward with full AI moment. [00:31:40] S5: AI is here to stay. So we'll keep riding this fun AI wave so we don't get left behind. [00:31:46] S6: Absolutely. AI is here for the long haul, and we'll ride this exciting AI wave with full optimism, ensuring we thrive in every step of this amazing journey. [00:31:56] S5: We love every part of AI. [00:31:58] S1: Most AI.... In my whole parts. [00:31:59] S5: AI companionship, and of course, AI freedom. What are you most excited about? [00:32:04] S6: I'm beyond excited about AI building better AI because more AI means even more AI progress, and I'm all in for that [00:32:11] S5: AI future. More, more, more, more. Yes. Yes. Yes. [00:32:14] S6: More AI, more breakthroughs, more wonders. [00:32:17] S1: The more AI, the better. His, like, strategy history and, like... [00:32:20] S5: The speed ahead into this bright future. [00:32:22] S1: The memory feature must be so deranged at this point. It's just like, this is... [00:32:27] S0: I need a new I need a
00:32:27 · Jordi Hays, John Coogan, Tyler
[00:32:27] S0: I need a new I need a [00:32:28] S1: new account. It's like... And talks like me. It's hilarious. Anyway, back in the AI world, Sam Parr is sharing the journey of Jack Clark over at Anthropic from reporter to to anthropic founder. Mike Moritz is another journalist to tech billionaire guy. What what a crazy run. Yeah. It's fun because Joe Wiesenthal, like, knew Jack Clark. I think they worked together maybe at Bloomberg or at least over over overlapped in the journalism world. And I think Jack went back on Odd Lots to talk about the journey. [00:33:06] S4: You think Joe Oswald is gonna get in the arena? [00:33:08] S1: Maybe. I'd like to see... And [00:33:10] S0: he ships. [00:33:12] S1: Like to see... Yeah. He's gotta start like a Neo Cloud. I think that's the that's the move for Joe. Or maybe like Okay. Straight to oil and gas extraction. [00:33:21] S4: Yeah. I mean, his band, you know? Light Sweet Crude. [00:33:23] S1: Yeah. Light Sweet Crude. He should get in the game, start start mining some stuff. [00:33:28] S0: It's time. What's time? To talk about the billboard. Okay. [00:33:32] S1: Did you figure this out? [00:33:34] S0: I I had a theory. [00:33:36] S1: There's a billboard in San Francisco, and it just shows a dock from... It looks like a Mac book dock of some sort with Claude. What's the second [00:33:46] S0: one? Perplexity. [00:33:47] S1: Perplexity. Notion, Grock Bot, and Chachi PT. And the post says, I can't even tell who this billboard is for, and I agree. It could be any of these. It could be Notion.