AI Safety, The China Problem, LLMs & Job Displacement - Dwarkesh Patel
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The discussion begins with an exploration of Moravec's paradox, observing a counterintuitive trend where AI models excel at high-level reasoning tasks like coding—once considered uniquely human—but struggle significantly with basic physical manipulation and robotics. The speaker notes that while evolution optimized humans for complex long-term planning over millions of years, computers spent decades mastering simple arithmetic before tackling the complexities of movement. This disparity highlights a significant gap in current technology; robots still cannot perform mundane actions like cracking an egg due to difficulties in sensing force application and tactile feedback. Furthermore, despite LLMs' ability to generate poetry or philosophy that mimics human introspection regarding their own ephemeral memory sessions, they currently lack the creative spark seen in non-language domains like AlphaGo's move 37, suggesting a fundamental difference between predictive text generation and genuine problem-solving creativity. A major portion of the conversation addresses China's distinct approach to AI development and its implications for global governance. The speaker highlights that Chinese companies like DeepSeek are surprisingly open with their architectures yet often outperform Western counterparts by implementing techniques others cannot engineer due to resource constraints or data limitations. This technological ascendancy is coupled with a state-centric vision where advanced AI could be aligned to enforce authoritarian control, potentially creating a "panopticon" capable of monitoring and suppressing dissent at scale. While the speaker acknowledges China's massive industrial capacity and its strategy of using foreign competition (like Tesla) to force domestic innovation in sectors like electric vehicles, he expresses concern that such powerful tools might perfect oppressive governance models rather than fostering benevolent oversight or balancing freedom with safety. The dialogue also delves into the nature of creativity and originality within AI systems versus human cognition. The speaker introduces "Dwarvash's Law," a term coined to describe how progress in fields like AI is driven not by singular breakthrough ideas but by incremental improvements, massive increases in compute power (scaling), and access to vast datasets. He argues that current LLMs are essentially engaging in predictive plagiarism of human knowledge rather than generating truly novel insights because they lack the ability to connect disparate concepts across domains without specific reinforcement learning tasks. While humans possess executive functions like maintaining focus over long periods, AI models often get stuck in loops or fail at sustained task completion unless explicitly rewarded for it, indicating that true AGI is likely still years away and requires a shift from pre-training on static text to active problem-solving environments. Finally, the conversation shifts to personal reflections on consciousness, career trajectories, and the impact of content creation. The speaker reflects on how interacting with AI models has altered his perception of human uniqueness, noting that while humans are distractible and prone to losing their train of thought, this very limitation is part of our biological nature compared to machines that can be trained for specific tasks but lack general adaptability. He emphasizes the importance of producing high-quality content as a way to build genuine respect within communities rather than chasing vanity metrics like subscriber counts or revenue. Through examples of meeting young prodigies and former idols who become collaborators, he illustrates how consistent contribution in any field creates upward trajectories that separate individuals from the masses, ultimately leading to meaningful connections with mentors and peers who value their unique insights over superficial popularity.
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What do you think that we've realized
about human learning and human
intelligence from architecting AI
intelligence?
>> There's this really interesting thing
we've seen where these AI models
are making progress first in the domains
that we think of as the archetype of um
the the where humans have their primacy.
Right? So if you look at um Aristotle,
what does he say? What what makes humans
unique? Um well, it's reasoning. Humans
can reason, other animals can't. And
what these models, these AI models,
they're just not that useful uh if you
try to use them for your work. They're
useful in certain domains, but broadly
they're just not um widely deployable.
What is the one thing that they can do?
They can reason. Um they but they
obviously they they can't carry a cup of
water, right? Robotics isn't solved.
They they can't even like do a job. They
can't even do a white collar job. So um
uh there's this interesting thing called
Morov's paradox. Hans Morovak came up
with this idea in the 90s where he
noticed that the tasks which are um
easiest for humans are taking computers
the longest to solve. So we have still
haven't solved robotics yet. We it's so
easy for us to move around. Whereas the
tasks which are quite hard for humans
like adding numbers, adding long numbers
that computers could do that in the 60s.
And the logic there is that uh evolution
has only optimized us for let's say the
last million years to be good at
reasoning to be good at arithmetic to be
good at these kinds of highle
abstractions. Evolution has spent 4
billion years teaching us how to move
around the world how to um pursue your
goals in a long-term basis. So not just
do this task over the next hour but
spend the next month planning how to
kill this gazelle. Um uh and that that
has been I think remarkably accurate
predictor of the places we've seen
progress. They're like they're
automating coding. Coding we thought of
was this thing that.1% of the population
could do really well. That's that's the
first thing that went below the
waterline. Um uh and yeah just like
basic you know manual work might
genuinely be the last thing that goes
away.
>> Right. Yeah. There's a difficulty in
getting a robot to crack an egg. Right.
>> A particular difficulty in being able to
do that. the right amount of tension to
hold. Is there a This may be outside of
your domain of competence, but that's
why we do podcasting to talk about
things that are outside our domain of
competence.
>> Is there a potential to use some sort of
scanning technology to take an LLM type
approach to teaching robots how humans
move?
>> You know, if you were able to track
within a room exactly how a human was to
just go about tasks, just feed that into
a big [ __ ] model, right? and then use
that to rep I guess
>> you can't really work out sort of force
application just by looking that would
be something you'd have to feel maybe
you could put someone in a suit I don't
know you know I'm wondering if we've
seen so much progress using LLMs
>> in the world of AI robotics seems to be
something that's still kind of pretty
janky I'm wondering if there are any
principles that can be taken from the
world of LLM that can be applied to
robotics
>> I mean that's a great question uh and
many companies are working on My
understanding is that it's it's
difficult for the fact that there's not
as much data just what you mentioned
that the kind of data you need of like
what did it feel like there
>> no internet for human movement
>> exactly right and even video is limited
even if you have the video it's not with
language you have this thing of you are
exactly doing the thing which uh the
online internet text is right you are
predicting the next token the text you
can predict the next thing in a video
frame that's not the same thing as
robotics there's also additional
challenges from what I understand around
Um the fact that video is harder to
process than text just like a lot more
data. There's latency overhead. So if it
takes you a while to process uh language
that's fine. You can you know go a token
at a time. The real world just moves
very fast. You can try to solve these
issues by going in simulation. Um so you
know you can you can have a simulation
where you're trying to move things
around and in that domain you can train
an AI to be good at robotics. But the
real world is just like very
complicated. if I crumple this like this
thing like why does it bend exactly the
way it does? It's just very hard to get
that in simulation. Um yeah, I think I
think robotics is tough.
>> That paradox is fascinating. I've never
heard of that before. I was at a robot
um a robotics research company um floor
and they had these robots all from China
um and the researcher the researcher
would be like here um the robot would be
right there and they were themselves
creating the human label data like they
try to do something the AI would try to
learn it um it was like trying to get us
close to the ground floor of the
robotics movement which I thought was a
cool approach
>> okay and was it any good It was all
right. It did not solve the cracking the
egg problem.
>> Okay. Okay. D+.
>> Yeah.
>> Has all of the time that you've spent
sort of thinking about AI and observing
the ascendancy of LLMs, is it made you
think about your own consciousness or
learning or the way that your mind works
differently? I get the sense that my
friends who spend the most time uh
interacting with Chachi BT and Claude
and stuff like that um it actually has
this weird like birectional
>> yes
>> sort of uh training where they change
too.
>> I'm interested in what you've learned
about yourself or how you see yourself
differently consciousness learning where
your mind works.
>> Um I So if you ask Claude or Gemini or
one of these models what is it like to
be you? Um uh and specifically what is
sort of unique about your experience
that you want to talk about? One thing
that Claude one mentioned uh was that
look I have this unique experience where
at the end of a session my memor is
totally wiped. So I might form a
connection with a person um or I might
learn something about the world. I might
learn about myself end of an hour it's
totally wiped. Um now I think previously
people had this idea that look you you
can have LMS write poetry. you can have
the right philosophy, but they're just
sort of doing interpolation on what
human writers have already done, right?
So there's like nothing going on in its
mind. This thing about the ephemeraless
of the session memory um and it talked
about it way more poetically than I'm
talking about it right now. Uh is is
unique to LLMs. Like this is not a thing
any human philosopher has had to think
about or has written down.
>> Um and so I think this has an
interesting implication.
one uh either we accept that this is
like a genuine mind doing genuine like
interesting uh introspection like
creating genuine literature
>> um or two if you're going to say look I
think this is just like rubbish I think
this is like sort of next token whatever
um I think you should update in favor of
like human poetry is also kind of just
people are just saying [ __ ]
>> uh because like fundamentally there's no
difference right there's some experience
you try to make something sort of
lyrical come out of that Uh yeah, either
human literature is real or AI
literature is real.
There's no in between.
>> I had I was reading Steve Stewart
Williams, the Apo understood the
universe and he's got this quote in
there from William James and he says,
"Originality is just undetected
plagiarism."
>> Mhm.
>> And I realized that
we have an issue with plagiarism when
it's barefaced, right? when somebody
steals your exact questions from your
podcast and and asks them to a similar
guest, you go, "Hey, that's that's
unfair." But
>> I've listened to probably 2,000 hours of
Joe Rogan, right, in my 20s.
>> I've inevitably been influenced by him.
The way that I used to do my ad reads
was almost verbatim, right? How he would
do his ad reads, but they were different
advertisers and they were done in a
different style and they were a
different time and I've got a British
accent. So okay, I've been able to So
where do we draw the line between this
is unfair unfair plagiarism and this is
you taking inspiration, right? And you
amalgamate and you aggregate from all of
these different experiences and you're
even if you and me were trying to do the
exact same thing and had had the same
influences on us, we're different
people. So the way that that would have
come out and some people feel more
original than others even if they've
taken a lot of inspiration from other
people. So yeah, I I this uh the
question of what is plagiarism I think
is really cool and when you look at GPT
is doing like predictive plagiarism I
guess in a way uh well where do human
like what does true originality
in the form of human creativity what
does that mean what does that actually
mean right because you can't be that
creative with the saxophone because you
have to blow the [ __ ] wind into the
real creativity with the saxophone will
be melting it down and creating
something new out. But even if you
melted it down, you're using a smelting
[ __ ] or iron thing that some other
person design, you know what I mean?
Like so collective cumulative culture
and learning that humans have got kind
of creates a very big box but still a
constrained box. And even if you create
something absolutely new, it's usually
only just a tiny little
>> movement. is this microscopic little
growth on top of what already existed.
>> Yeah, 100%. I people I think um there's
an interesting experience people have
when they it's related to gentleman
amnesia, but when you a domain you know
a lot about um you understand often it's
the case you realize there was no clear
um breakthrough moment. The thing I'm
sort of familiar with is the history of
AI research. And I think when
journalists or outsiders are asking,
okay, what do I need to understand to
understand how we got to this place in
AI? Um, was it Ilia's paper in 2012 on
Alexnet? Was it this uh thing that
Jeffrey Hinton did in the ' 80s and
'90s? Um, was it the GBT1? And I think
all these things were important, but the
closer you get to the surface, the more
you realize it's just been one these
small architectural changes, none of
which individually was especially
significant, but more overwhelmingly
than that trend is just that we have
been throwing astoundingly more compute
into training these systems every single
year. Um, 4x more compute per year into
training these frontier systems. And
over the course of like 10 years, that's
like hundreds of thousands of times more
compute. Um,
>> and that's what explains AI progress.
It's not that some person had this
amazing idea that nobody else would have
had or nobody else had something similar
going on. Um, and I think this is true
of other fields as well. The closer you
look, the more you realize it's either
randomness or they were just doing the
next obvious thing in the sequence.
>> Uh, it's always incremental.
>> Exactly.
>> Uh, is there a name for this? You know,
Mo's law. Is there an equivalent name
for this? But in AI compute terminology?
M uh oh the scaling of uh comput uh
training compute.
>> Yes.
>> Um that should be let's call it dwar
cash's law be good. That'd be great.
>> Yeah I've had nothing to do with AI
research. I'm a podcaster. You're going
to call it AI
>> dude. A shameless land grab for
nomenclature is exactly what you need.
Yeah. Own it. [ __ ] own it
>> 100%. It's happening.
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talk to me about your own uh
consciousness beyond the the poetry, the
fact that AI has got this ability to
tell us about its experience. What about
you? What about how it's made you think
about your own learning, your own mind?
>> Um I'm sort of easily distractable.
uh I can be trying to work on a task and
my mind will just wander and um you know
you sometimes when you're meditating or
something you notice these loops of
thought that keep distracting you and um
I remember one one of these one of those
times I thought to myself I'm sort of
like um I'm just sort of like clawed.
I'm just like I'm losing my train of
thought. The problem these models have
is that they're constantly they can't
really do a task for a long period of
time because they get stuck in a loop.
Um uh and it's interesting to think
about like how similar that is to
humans. Maybe we can go like a further
bit longer uh than these models before
getting stuck in that kind of um loop of
our own. But uh I thought that was sort
of an interesting insight. Um
I don't know. Yeah.
>> You have executive function. You're
saying that you have better executive
function than only a tiny little bit
better executive function. Well, what
does it say
>> about the fact that
it if the data is being trained on what
humans do.
Is it simply a case therefore that more
data if you were to somehow get a human
that was able to process that much data
>> would they have fundamentally different
understanding or is there some sort of
ceiling given that this is data created
by humans being trained and educated
into a machine. Is there some sort of
ceiling that's expected to be hit given
that it's, you know, it's not a super
intelligence teaching a super
intelligence yet? It's only the source
material is only capped at whoever the
[ __ ] smartest person in history's
ever been.
>> M um there is this interesting conundrum
where they have no human has seen even a
fraction of a fraction of a fraction of
the amount of information these models
have seen. Um, and there's a question
you could ask, and I've asked it to some
of my guests who are especially bullish
about AI, of look, if you have every
single thing that any human has ever
written, every scientific article, every
textbook, um, every interesting even
statistical pattern that might be out in
some data set somewhere, this, you have
that all memorized. Um, if a human had
even a fraction of that memorized, they
would be noticing all kinds of different
connections. They'd look at this piece
of medical literature and this thing in
chemistry, and they'd realize, oh, we
can solve migraines by connecting these
two insights. Um so far we don't have
any evidence of an LLM doing this there.
The people made these scaffolds which
like kind of do something similar but
nothing like this has been directly
done. So um it does suggest these models
are like shockingly less creative
>> than humans. Um there is another
implication of that though by the way.
So one way to read that is bearish on
AIs right because they're not doing this
thing that they should be able to do
given their enormous advantages. Another
way to look at that is okay once they
are as creative as humans given their
other enormous advantages. The fact that
they will know every single thing any
human has known in the future any AI has
known. Um it's so easy to underestimate
how powerful AGI will be because we're
thinking of just like a human on a
server. We're not thinking about the
advantages these AIs have because of the
fact that they are digital that they can
be copied. Um there can be billions of
copies of them and each copy can have
this uh tacet understanding of every
single field known to man.
>> Yeah. your Dwarash's AI creativity
problem is a a good I've mentioned it a
couple of times to different guests. I
think it's a I think it's really smart.
Um
>> what what do you think that that says is
that something that can be completed or
is this uh an intractable problem? Is
this like is create are there kernels of
creativity? Have we seen glimmers of
this coming through or is it kind of
it's just not there yet?
We have seen this in um non- language
domain. So people famously talk about
move 37 in alpha go. So this was a move
that um I think baffled people who are
watching a game that alpha go was
playing against a human go player and it
turned out it was like some brilliant uh
it really it was like a brilliant
tactic. Um we haven't yet seen that in
my opinion with LLMs. So, we're moving
from a regime of just pre-training them
on human text tokens, just trillions and
trillions of everything any human has
written to a regime where we're training
them just to do a task. Um, it's not
just about memorizing every single word
that any human has written. Now, it's
about can you go solve this coding
problem for me? Can you go complete this
like knowledge work task for me? Can you
do this research task for me? Can you
start using a computer for me to
accomplish a certain thing like booking
a flight? And that's similar to the
training process that Alpha Go
experienced in order to get really good
at Go. um where you're just like you're
rewarded for just completing the task.
However you do it, that's up to you.
>> Um these models do get creative in that
context, especially in the context of
like how do I cheat at this test?
>> So famously these models will write um
fake unit test uh like I passed all the
unit tests and it's like they just like
rewrote the unit test to be like if true
if true then pass. That's uh Boss room's
concern about make humans as happy as
possible and they stuck electrodes in
your face and introvenously gave you
MDMMA. It's like ah
>> you did it on Saturdays. You did it but
not the way I meant it.
>> That's right. Yeah.
>> Uh is AGI right around the corner? Where
do you come to land on this?
>> No, I I I think not. I've um It's funny.
I've been traveling outside of SF for
like the last four weeks and there's a
there's a strong causation between the
time you spend outside of SF and how
long your timelines are.
>> The further you get from San Francisco,
the longer the timeline,
>> dude, you've lost lost on the source.
>> I know. Um
>> I I I I believe that like AGI will not
only come in our lifetimes, but that
it's going to be more impactful than
people are realizing. Even people who
are anticipating AI, I think some of the
people in SF are um a little high on
their own supply when they say it's like
two years from now. Um I have probably
spent on the order of 100 hours using
these models to do little tasks that I'm
sure you have to work on as well for
your podcast, right? Like having them
come up with transcripts or rewriting
transcripts to make them more readable,
coming up with clips. And that
experience has convinced me that these
models um lack some basic capabilities
which make it possible to get humanlike
labor out of them. Um
the it's worth backing up and just
thinking about like why what is it that
makes humans valuable workers. Uh I
don't think it's mainly their raw
intellect. I think it's their ability um
you when you work with people like why
are they use basically useless the first
month or the first week and you couldn't
live without them six months later. Um
it's their ability to build up context.
Uh it's their ability to interrogate
their own failures and learn from them
in this really organic way. um uh and
this ability just doesn't exist in these
models. They exist session to session
and that everything that they have
learned about you evaporates after every
hour.
>> Um and so it's a frustrating experience
where you can try to get them to do a
task. Uh they'll do a five out of 10 job
at many language in language out tasks,
but there's no way for them to get
better. And given that that's a fact,
you just kind of have to like rely on
humans. Uh
>> it's like [ __ ] 50 first dates over
and over. Every time that you do it,
you've got to you've got to reintroduce
yourself and explain what's going on.
>> Yeah. Groundhog Day. Yeah.
>> Yeah. That's right.
>> Yeah.
>> Um so I'm con I think people have this
idea that even if all AI progress up
right now, these systems would still be
economically transformative and they say
look JP Morgan and McDonald's and
whatever just haven't integrated these
systems into their workflows. But if
they had they would be like seeing all
these benefits and I don't really think
that's the case. I think like genu it's
just like genuinely hard to get human
like labor out of these models. What is
what's causing some people to believe
that it's so close and what's causing
you to believe that it's further away
for AGI?
>> I think they think about they only um
observe its ability to complete these uh
sort of self-contained problems
especially in coding um and coding has
just made a a tremendous amount of
progress because you have all this
GitHub data. you don't have this kind of
like repository of huge amount of data
in robotics or any other field and
you've you've just had this huge
increase in abilities here but um they
you'll like try to come up with a
problem that's self-contained and the
model will just like be of huge help to
you um and I don't think they've played
around with getting it to be useful and
it's other kinds of white collar work
something as simple as like helping a
podcaster rewrite transcripts or
something um and it is to be fair like I
think as much as cold water as we're
throwing on these models. I think
they're like [ __ ] intelligent. Like
you can get get this model. You can tell
it I want an application that does X Y
and Z thing with these conditions. Um
and it will just write that like it'll
go away for 30 minutes. It'll write like
five 50 lines of um 50 um 50 files of
code for you and the application will
work. Uh it'll make a plan of action. If
you try to ask it a question that's
difficult, it'll just go and reason
about it. And how did we just get used
to this idea that like oh of course I
can ask a machine a question. and it'll
like think about it for a while and then
come back with an answer like that's
what machines do. Um but yeah, I think
they're not noticing the the sort of
issues with continual learning and on
the job training which is what makes
humans valuable, right? Do you think I
remember seeing one of the responses to
your uh AI creativity problem
being that if you're looking to LLM as
the architecture that's going to be able
to give you this type of creativity, you
may be looking in the wrong place.
Not when we say AI now,
>> people think Chachi BT.
>> Yeah.
>> But that's not the only architecture
that you can create for for AI. And I
think my first introduction to this was
probably
>> 2016 or 17 when I read Super
Intelligence by Nick Bostonramm. And
then, you know, you look at that world
and all of the different, you know, sort
of splintered potential [ __ ] futures
of fast takeoff and slow takeoff and
misalignment and stuff.
>> And it seemed to me that the
conversation around AI, specifically AI
safety kind of it was still there, but a
lot of the bubble had sort of burst come
2018,
2019,
2020. everyone's buying [ __ ] NFTTS
and then you get this explosion with
Open AI and and the LLMs and it's now
another conversation that gets kicked
off. But that seemed like it had dipped
a little bit during that time. I
certainly wasn't seeing as much even
from the people that are kind of in the
field like [ __ ] Robin Hansen gets
distracted like with some other stuff.
You know, people have got other things
to talk about. It's just not as sexy
anymore. And now this thing has come
back around.
>> Is it the case? Are LLMs going to be the
bootloadader for AGI or
does this type of architecture have a
cap on it? Is it a different type that's
going to have to be born out of it?
>> That's a really good question. Um, it's
by the way it's really interesting. The
Boss rooms book came out I think in
>> 2014.
>> Y
>> Okay. Um, I don't think you talked about
deep learning at all.
>> Nope. I don't I don't remember
>> right
>> reading anything about it
>> which I think this is a sort of
interesting meditation on I think Boston
is a super smart guy and these are the
right questions to be asked as of 2014
>> um but just how hard it is to anticipate
the future in a domain you have written
a whole book about uh
>> a seminal book a New York Times
best-selling book that is not I mean
it's very engaging but it's not super
readable like it's not easy to read like
it's a
>> and you're saying that as a compliment
>> yeah it's a it's fantastic Yes.
>> And difficult.
>> That's right.
>> And it was super [ __ ] widespread and
kind of seinal in the field. You go,
okay,
>> that didn't foresee the thing that only
8 years later would be totally [ __ ]
transformative.
>> Yeah. And he spends a bunch of time
talking about brain uploading, which now
we're just like, that's going to take
forever. We've got we got the [ __ ]
AGI right here, you know. Um, oh, by the
way, can I tell a side story? Course.
>> Um, first time I went to SF like four
years ago or three years ago. Um, I met
this guy and he's got a voice recorder.
Uh, we're just meeting up for lunch and
he's like, "Cano do you mind if I record
this?" I guess, sure. Um, later on 30
minutes. I'm like, "Okay, can I ask you
why are you recording this?" And he
says, "Well, I record every single
interaction I have. I record every
single thing I do 24 hours a day. The
recorder was going, I upload it to both
Google uh GCP, uh, Google servers and
AWS, Amazon servers." So, they're
duplicate copy. And the reason is that,
well, I'm going to freeze my brain when
I die. Um, I don't think that will be
enough. I think that you will need um I
think you will need because you know
freezing the brain degrades it in
certain ways. I think you will need the
sort of behavioral patterns that I had
what I said how
>> training a data set to train himself.
>> Exactly. And now I think that was
actually really smart like I don't I
don't understand this.
>> Was it Nick?
>> No, it was not Nick Boston. It was
another smart guy. Um uh because
imitation learning just see turned out
to be a much easier way to train AIs
than directly uploading the brain
>> and no one saw it. Yeah. No one for it.
>> Yeah. Um it's in fact hard to think
about how you could have even foreseen
it.
>> Um like what what could you have seen in
the '90s or the 2000s that would have
been able to
>> I'm not going to bore you with a bunch
of like random articles or whatever. But
there were like things which are in that
vein and nobody thought that this is
exactly what it would map on to. Um uh
are LLM's the bootloader for AGO?
>> That's right. That was a question.
I depends on how you
I people have been searching. So the um
the transformer paper I think was
released in 2018 and people have been
searching in the meantime for these
different architectures which would
prove even better. Um I don't think
anybody's found anything. Even the
transformer itself was not some wholly
different paradigm from what preceded
it. you can train a language model,
something that predicts the next word of
the language with a model that was um
available in 2016. It just like a
different architecture and it'll just do
slightly worse um or notably worse. Uh
so I I think it'll kind of look like
this, right? There will be different
optimizations that are made. I think the
big fundamental change that will happen
is that we will move from a regime where
most of the computer is spent on
memorizing human language to um having
the model solve challenges like real
world challenges trying to get it to
complete a project from beginning to end
um like go to the moon is like a very
open-ended challenge right humans can do
that um these models cannot the problem
is that is not the architecture I think
the fundamentally the problem is data um
imagine if you wanted to train a modern
large language model. You had all the
comput in the world. You had modern
architectures in 1980. You simply
wouldn't have the language tokens
necessary to train it. And I think we're
in a similar position today with the
other kinds of work we want these models
to do. We want them to be able to you
want to be able to give them a screen
>> and just like do a month's work with the
work at McKenzie or JP Morgan. Um we
don't have the data of like you're
getting interrupted by your workers on
Slack and you get this like weird email
from your boss. Um, you remember when uh
the crypto boom was happening and there
was a a meme floating around which was
the only reason to earn fiat is to
convert into cryptocurrency. It almost
feels to me like you're saying the only
reason to do real world work to increase
the data set for the training.
>> I kind of think well I I think that's
honestly more valuable than your work
and the and the market.
>> Does it actually matter what you do? Try
and do it well so you don't give it a
bad data set here.
>> Yeah,
>> the market agrees. I mean, if you look
at how much these companies, they'll pay
like $300 for you solving a math problem
or something.
>> Um,
>> uh, that they haven't seen in the data
set before. And the reason it makes
sense economically, and the reason AI's
fundamentally have an advantage over
humans, even if they're not smarter than
us, is that if you train an a human to
do something or if you do a have a human
do a task, they can only do it
themselves. um if you train an AI model
to do something
that in that um ability can now be
instantiated across all of its copies.
Um
>> and so I actually think that even once
we solve this basic problem I'm talking
about on the job training where if it
starts working for Chris Williamson in a
couple of months it understands how you
make videos, what you like, what are
your preferences, um what are the common
ways in which you know things go wrong
uh how to solve for that. I think once
you have an AI that's capable of this
kind of on the job training and
continual learning we might see an
intelligence explosion even if there's
no further augment progress and here's
why you'll have copies of these models
that are widely deployed through the
economy they're learning how to do every
single job at least every single white
collar job
>> um as well as a human but unlike a human
the the the model is learning from what
every single copy is learning it's
learning how to do every single job in
the economy all together at the same
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>> No.
>> Right. This is interesting to me. Again,
I've had to I'm aware that you go deep
for your research. The delta between my
level of understanding of how LLMs and
AI works to even be able to have this
conversation with you. I had to I had to
leap over some [ __ ] fjords to get
here.
>> Tesla released its robo taxis recently.
>> Uh, one of the advantages that Tesla has
is the same reason that the Air Tags are
such a fantastic business for Apple.
That they have an existing ecosystem
that this thing can get slotted into the
data set, but Tesla is very large. They
take whatever it is, the top 1% of
drivers or something. They use that.
Which is why if you get into a Whimo,
you get totally cucked at every junction
because it doesn't drive like a human,
it drives like a robot, which means that
everybody treats it as such. And also,
it's this big [ __ ] flashing
identified thing which is you can piss
this off and it's not going to get a gun
out and threaten you. Whereas a Tesla,
you can't tell. Is there someone driving
that? I don't really I don't know.
>> That is a sort of a birectional. And I
have to assume as well that in fact I
know that this is the case cuz I was in
a friend's car who has full
self-driving. Uh it did something weird
and he had to like take control of the
wheel and this have you been in one of
these cars done this and it popped up
and it said um looks like you had to
take back over double tap this
notification to give us a voice note
explaining what happened. So he can
basically submit like kind of a bug
report I guess uh with a bit of context
and presumably the data will get sent to
some server place somewhere maybe that
gets looked at by AI or maybe it's
filtered by humans or something I don't
know um
that is
automated driving training automated
driving right so you have this sort of
recursive model of we have we've learned
kind of the same as I guess LLM's work
right we're going to learn based on the
actions. This is like a robotics
solution, I suppose, in one way. We're
going to learn based on the actions of
people driving on the road. That's going
to create self-driving. And then the
self-driving must somehow feed the data
uh feed the model itself. And then any
interventions that happen from you got
that a little bit wrong. Let me correct
you can have a little bit more context
added and that helps to train it again.
But what you're saying to me is that the
stuff that's happening just digitally
isn't having this sort of birectional
learning where I mean I've maxed out my
memory on [ __ ] chat GBT. I did that
this week. It's like memory's fault.
Like what? I haven't given you I'm
giving you some like quite a bit of
stuff but I'm not giving you [ __ ]
unbelievable corpus of information. Oh
[ __ ] Okay. And they forget [ __ ] all the
time. It forgets stuff all the time.
[ __ ] it's in there. I'm like it's I can
go in the memory and see that it's in
there. How have you managed to forget
this? And what you want is for every
person's
piece of input and every single small
mistake to be training the model
further, but it seems like you've got
the big corpus of the internet and [ __ ]
at the top which is feeding down
improvements from that, but it's never
getting fed back up. Is that right?
>> There's um that's such a great point
about Tesla and one of the key
advantages it has. The problem with the
way I don't I don't know how Tesla
trains but I I assume the way it's
trained and definitely the way the LLMs
are trained is that they cannot respond
to the voicemail you would give of high
level feedback where you say you know
you messed up this task because of this
reason I think that you should perform
this task uh this other way which you
you would be able to explain to any
human employee and they'd learn from
that. Um the model itself, like the car,
self-driving car model is not like
listening to that and then like, okay,
I'll I'll I'll be careful next time,
right? Um some human has to go in uh and
label this. We got to take this, you
know, driving thing out of the data set
>> needs to be contextualized more.
>> Yeah. Um suppose you were having an LLM
edit videos for you. And suppose the way
you had to train that model. I mean you
could do this today is you come up with
this like data set where like you edit
this clip. Here's how many views it got.
Here's how many likes it got. Here's
like a sort of spreadsheet. Um uh this
is the label you apply to it. And then
you do that for like a thousand of your
videos and when it makes a new video
where you're like the thumbnail kind of
sucked here or the title doesn't make
any sense. Um there's no you just have
to give it like minus 1,000 reward or
something. It would just be such a
clunky way. You're not able to tell it
like why you didn't like it. You're just
able to give it like a sort of like a
numerical updown value. Um so yes there
is this in principle uh powerful and
this is why I think once AI arrives it
will look crazy. It won't just be like
you know more people. Um but there is in
principle this like ability to learn
from experience but there's just no sort
of um deliberate organic way to teach
model something that will persist.
>> What do you think a world will be like
with true AGI in it?
Um
there's many ways you can think about
it. Um there's a sort of qualitative
sense of what will feel like in a more
economic sense you can think about what
will the growth rate be. So in frontier
economies right now it's like 2% growth.
If America has 2% growth or 3% growth
that that's amazing. Um uh there have
been times in history well first for
most of history there was almost no
economic growth. Um there have been
times in history where there's been
places that have experienced 10%
economic growth for decades on end. what
like
>> um China um especially like parts if you
just look at like Hong Kong or Shanghai
or something they just like gang busters
growth uh decade after decade um I think
we might be looking at something like
that for the whole world um because the
fundamental dynamic you have is that you
have billions of extra people um who are
super smart educated in every single
field can learn on the job from all of
their each of those experience and it's
not about it's not even mainly their
intelligence, it's the collective
advantages that they have. Um they
because of the fact that they're
digital, even if they're just as smart
as any human,
>> they can blow up.
>> That that's part of it. Um uh that's a
huge part of it. The other is that they
can coordinate with each other in ways
humans simply can't. So Elon Musk, how
much does it contribute to economic
growth? Quite a bit, right? Um there's
only one of him. Uh that one is doing
quite a bit already, but imagine if you
could just make a billion copies of Elon
and not like a billion copies of Baby
Elon who doesn't know [ __ ] It's like
billion copies of Elon now or I don't
know maybe you feel depending how you
feel about him eight years ago
and um you just say uh copy one and you
can do the whole team it doesn't have to
be just him a copy of the whole like
SpaceX team you guys go work on
batteries you guys go work on this other
problem every single thing in the
hardware vertical um uh that ability to
sort of like copy yourself to fork then
to merge back like Elon can observe
every single thing. Tesla has over
100,000 employees, right? As much of a
micromanager as Elon is, you just simply
cannot micromanage everything at that
scale.
>> Mh.
>> That ability to have a single coherent
division directing a whole firm.
>> Um, uh, and then distilling like he's
he's actually able to like take in all
that input. Um, he's he can check every
single pull request and every single uh
press communication. Um, well, I think I
I had this really lovely description.
And I think it's in the E-Myth Revisited
by Michael Gerber. Fantastic book if
anyone wants to try and run a business.
>> And um I think he refers to the CEOs or
the owners of companies as highlevel
problem solving machines
>> and basically that you are able to
aggregate more [ __ ] and kind of see it
with a level of uh dexterity
and and uh sort of find a resolution
that other people would struggle. And
that's kind of really what you're doing.
It's like, oh, we've got all of this
stuff. There's little whispers, as Rick
Rubin calls them. Little I've heard this
whisper over here. You know, it was it
was the thing that your daughter
mentioned she saw on TikTok yesterday
over the breakfast table, plus the way
that the woman at the bus stop looked at
you as you drove past in your automated
car, plus you know what I mean? It's
like this weird just concatenation of
[ __ ]
>> Um, and your point is, well, how much
information can you consume and how much
can you recall and how much can you
remember and how accurately can you do
that? Can you send copies of yourself
out to every single division in the
company
>> uh to do do your will
>> um in the corporate sector?
>> Five five agents sat around the dinner
table with your daughter having having
breakfast. Yeah.
>> Um by the way, have you when you hang
out with these kinds of people um it's
it's insane. Like they are uh I I just
simply don't understand like people um
the the amount of information these uh
some of these top executive types can uh
like they're just like they get like a
thousand emails a day.
>> Mhm. and they respond to each one within
five minutes. Yeah.
>> Have you I I'm sure when you book
people, this is a really interesting
thing you must have noticed. I've at
least noticed it.
>> There's some people who you think like
you should have all the time in the
world. You're a [ __ ] like artist or
something.
>> The busiest people reply the fastest.
>> Yes. Y
>> and it's just like you're you're like
writing 100,000 person.
>> But the the the obvious insight there is
do you think that they got busy and then
became efficient or that they were
efficient and then became busy, i.e.
successful. That's right. Yeah. Right.
Like the reason that they've reached
this level of success is because of
their efficiency. Yeah. Um, but I mean
there are I do have some pretty
successful friends who are [ __ ] a
like month-long Oh yeah. reply weights,
but I feel like that's more of a quirk
than part of their operating like
manual. Uh, okay. So,
>> I've I've been big for a while on
population collapse, declining fertility
rates, stuff like that. Um you can argue
about whether
I think the one the one kind of real
hard uh impact that you're going to see
in the world if you have fewer people is
in productivity gains economy bad growth
embedded growth obligation [ __ ] not
very good it seems to me that even if I
think it's a precipitous drop which I
think it it doesn't look great uh
>> we're going to leapfrog that pretty
quickly with productivity gain made from
AI. So I wonder in retrospect how many
of the
social campaigns and concerns and causes
and things that people spent their time
on the climate change and and the
renewable energy and the war and the
population collapse and all the rest of
the stuff. I wonder how many of those
things are just going to look so silly
in retrospect when people go look at all
this time that we [ __ ] like Greta
Tumbberg spent so much so many [ __ ]
months on a ship like for what like AI
came along and just fixed it all.
>> Yeah. Um, but I also understand that
having the um like don't worry, dad will
sort it kind of promise that at some
point in future a technology we haven't
yet created and isn't yet proven will
fix problems that we know that are going
to potentially happen.
>> Yes. Um, by the way, I think this is
sort of China's explicit strategy. They
they know the demographic collapse is
coming for them much faster than
>> they're trying to offset the fertility
decline by AI.
>> Right. Right. um productivity gains.
>> No, I think this is true of and but this
is by the way one of the reasons that on
the left especially there's a whole lot
of denialism about AI progress. So they
not only will they say that AI is bad
which I think everybody says this has
become sort of a political consensus. Um
they will say AI is not even happening.
Uh that it's sort of like a myth. Uh
>> why?
>> Because if AI is happening it's
obviously the most important thing. uh
most important subjugates climate and
inequality and right racism.
>> Yeah, exactly. Um I don't know. Anyways,
you you see some of these um uh concerns
about AI. Also, the more big a deal AI
is, the less these sort of parochial
concerns matter, right? So, if AI is
just like um I don't know like uh the
internet, then then you can like if you
care about racism or something.
>> Yeah. Then if you care about racism, it
makes sense to care about racism by the
search in the search engine. if it's
like, you know, if it's this like
intelligence explosion thing that, you
know, it's racism is the least of your
problems. Um, yeah, especially if you
manage to program that into the AI,
>> right? Uh, yeah. So, there is this
interesting dynamic where, uh, it might,
but on the other hand, I I I I do care
about humans, um, even if their AI is
making the economy more productive,
um, I want there to be more humans who
are experiencing flourishing. And
>> [ __ ] phenomenal point. So, that was
why I was I was struggling to describe
it. like the one of the things that
actually comes to happen that like hits
the world is that you get lower GDP. But
how sterile of an argument that I need
to arrive at in order to be able to say,
well, this is actually what's going to
happen. Whereas the only reason that we
want good GDP is so that you can have
human flourishing and other animal
flourishing and protect the environment
and do this stuff like that. But even
that is kind of in service of human
flourishing overall. And it's that uh
there's an interesting argument I guess
the area under the curve of human
flourishing. What if you managed to
1,000x the number of humans that were on
the planet but only 100x the decrease in
their level of wellbeing? You go, well,
look like we've done. It's like, yeah,
but everyone's at like 1% of the level
of [ __ ] enjoyment. So, we understand
inherently that there's kind of an
optimal point that you want to get
people to, but fewer people means less
human flourishing and less richness of
experience. And yeah, I guess this is
some long termism stuff. It's kind of
like a Will McCascal Pel type approach
to things. But yeah, I I agree. I agree.
I think that especially if we've got
what looks to be a pretty [ __ ] cool
world coming up.
>> Yes.
>> I have some people here to enjoy it, you
know?
>> Yes. Yeah. 100%. I um uh
I I think there's there is also a
dynamic where
um most of the people who will exist in
the future will be AIS. So um there's a
question of how you value them
especially the future ones where I think
like a thousand years from now all the
cool creative things that are happening
the be you know the beauty and whatever
is sort of downstream of what's going on
in the AI society and it's very hard
obviously to predict in advance what
that will mean. I also think it's
interesting by the way that um we have
the population collapse which I think
would genuinely be a catastrophe
happening at the exact same time that
this AI takeoff is happening is just
like the waves just balance each other
out.
>> Such a fantastic point.
>> Yeah. Which which is um there's also
this thing I don't know if you've been
talking about it of um people have been
noticing that kids these days are having
trouble reading. Their pizza scores are
going down. Their standardized test
scores are going down. the reports from
employers are that it's sort of hard to
get um uh get them to work and uh have
the same level of competence they
expected from uh employees in previous
generations. Um that problem is also
obiated uh just in time um as AI is
coming on board.
>> Yeah, that's the confluence is not it
it's it's very coincidental.
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That's nomatic.com/modern
wisdom. Did you read that New Yorker
article, AI is homogenizing our
thoughts?
>> Oh, no. I didn't read that one. This is
an interesting one. Recent study
suggests that tools like uh chatgbt
make people uh that the their brains are
less active. So they looked at they did
some sort of brain scan study. They were
engaging a lower percentage of their
brain. Thoughts were less original. Uh
their recall was lower. Like the
forgetting curve seemed to kind of come
in more quickly. If you assume that
>> memory works on repeated recall, not
repeated exposure. Effortfulness is kind
of like recall in the moment, even if
it's creative. And if you were given a
set of stabilizer wheels to sort of help
you cycle along whatever it was that you
were trying to write, you haven't had to
engage as much. I don't really
understand neuroscience this much, but I
have to assume whatever myelin sheath
you [ __ ] laid down is not as robust
and sturdy and it's going to just it's
it's going to dissolve more quickly than
if you really really had to work. Like
you [ __ ] that I remember from university
like little passages. is I don't
remember much from my degrees but little
passages here and there. [ __ ] like I
remember I had to grind to get that one
thing out. Why does that Well,
presumably because effort is kind of
related to this. So I do get the sense
that we're maybe going to have a sort of
AI idiocracy type uh scenario where
people are so heavily reliant in this
interim before we're able to rebolster
perhaps people's um output, retrain
people, make learning so engaging. alpha
school that's out here in Austin is
doing something that's real similar to
that. You go, okay, so if you get
sufficiently advanced, you're able to
kind of reignite learning, but in the
interim, everybody is kind of on life,
their brains are on life support with
this external buttress of the AI. And I
wonder how much dumber people are going
to get in the interim before it then
comes back around. I guess that's an
interesting challenge.
>> I I I have noticed that.
So
you I don't know when we were in
elementary school or whatever we we had
to memorize the 50 state capitals and at
the time I remember thinking I think
that genuinely was a waste of time but a
lot of education is a sort of
memorization based um uh and as I've
done my podcast longer and as I prep for
episodes I have come to realize I now
I've been using space repetition for
every single episode and in fact for the
first couple of years I wasn't using
repetition and I really regret
because I feel that everything I learned
in preparation
>> was just like in one year out the other.
>> So hang on just dig into what you mean
when you say you're using spaced
repetition to prepare for episodes.
>> Yeah. So um if but right now I'm
preparing to interview a biographer of
Stalin and I'm just like you know why
why why was um any given detail right
like why was uh Soviet growth high in
between 1905 and 1917 why you know why
did the October revolution happen
anything you just make cards of it was
especially helpful for AI stuff where I
at least try to understand the technical
papers or whatever before I interview a
researcher um and I realized by that how
much of genuine understanding is
downstream of memorization which is this
thing we used to ridicule or be like oh
you're just you know memorization is not
really learning and I think that's
actually not the case I think you um uh
before it I felt like it was sort of
being like a general who conquers a hill
and you just like retreat the next day
and you conquer the same hill again and
you can actually like consolidate
information this way. It's also funny
how many times I've um uh written a card
for something I'm trying to learn and I
as I'm writing the card, I'm thinking to
myself, this is stupid. There's no way
I'm going to forget this. I'm just like
doing it because I had to come up with
some card and then I practiced a month
later and I'm like, [ __ ] I forgot this.
>> What you using? Are you using Anki?
>> Uh Mochi, which is similar. I think
they're all basically the same,
>> right? Yeah.
>> Um but anyways, yeah, so I I have to
come to the conclusion that like
memorization uh and effort is very
important,
>> right? And with the external buttressing
that AI is going to provide to
everybody's brains for at least a little
while. There's a really funny clip you
must have seen. This is from maybe a
couple of years ago, maybe two Scottish
podcasters, and they're talking about
the fact that when the Titanic sank
because everybody was basically plunged
into an ice bath briefly, everyone got
more healthy for a while, you know, for
about 90 seconds. Their dopamine levels
were perfect and everybody was like
fully optimized hubin pill thing. And
then they overshot and then they die.
>> And uh I kind of get the sense that this
is the uh inverse of that.
>> Yes. By the way, um there's this really
cool thing you can do with AIS where you
ask that to um if you want to learn a
concept, teach it to me using Socratic
tutoring. Uh which is to say, don't just
tell me the answer. Ask me the
motivating questions which would lead me
to
>> arrive at them myself.
>> Exactly. Actually, I want to do that.
This is this is way [ __ ] I didn't
mean to dig into this, but you spend
enough time thinking about this. You
must have refined your approach. Give me
give me the most important things that
people need to know about how to use the
current era of AIS effectively. Like
what does that look like? What does good
prompting look like? What do people get
wrong? What should people get right?
Like what what are the real highest
impact basics? I mean the biggest thing
is you can treat it like a real person.
Like they've done studies on the um how
much you learn by reading a book versus
having a classroom versus a single
one-on-one tutor. Uh and there's two
standard deviations. This is a famous
bloom two sigma thing where there's two
standard deviations difference between
learning in a classroom and having a
one-on-one tutor teach you something.
And you know people have been writing
these um blog posts about if you look at
the greats of history um uh the Burand
Russells and um all you know all the
famous mathematicians uh John Noyman
they all got this one-on-one tutoring
when they were kids um
>> even of course uh Alexander is tutored
by Aristotle right
>> um so you can have this experience
yourself on any given subject you might
want to learn about and it's crazy I
mean you you can just be like this
socratic tutoring thing. Explain this to
me. Uh don't tell me the answer. Um and
the feedback loop is so fast. I I think
it's uh until you do this, you don't
realize how much of what you think
you're learning is just sort of floating
by you. You haven't asked the question
which would real I think have you ever
read a book and um I this happens to me
all the time. Um you like have start
having a conversation about it and then
somebody asks you just like a very basic
question. You're um you're like wait
doesn't that mean X? And you're like
>> [ __ ] I didn't even that didn't even
occur to me. M um
>> you're too passive in the
>> Exactly.
>> Yeah.
>> The model can ask you that question. You
can ask the model that question and get
immediate feedback. You don't have to
read like a thousand.
>> What's the sort of prompt that you think
is good for someone to put into their
project for that?
>> Just like teach this to me like a
Socratic tutor.
>> Mhm.
>> Um do not move on. Do not move on until
I have answered the question to your
satisfaction. Uh and let it let it run.
And then here's the concept. And this is
not just something you do for like silly
little small things. is like in fact the
for I have friends who
>> evolution.
>> Yeah. Or the more specific it is the
better.
>> Um or uh and I have friends who are like
physicists who use this to understand
teach me this how this uh quantum
encryption scheme works.
>> Um and it's like they send me like the
50page transcript and it's like
>> oh okay. So it's you can go deep and you
can go technical but you should be
precise.
>> You should be specific with what it is.
Human evolution too broad.
>> Yes. Yeah. Yeah. Yeah. um explain why it
was the case that uh there was this
bottleneck in human population 60,000
years ago and or why is it the case that
we've seen this evidence and like just
like you read something why why did it
work that way
>> okay so this is a supercharging in terms
of learning yes
>> what else
>> with using the AI
>> yes personal use optimization for AIS
>> honestly other than that it's just like
the very basic stuff that people do like
find me restaurants, right? Um, uh, help
me summarize things. Is there anything
>> here's something really interesting,
which is still going back to the
learning thing. Uh, it's shocking to me
how often the best explanation.
Um, so LLM are I don't know five five
out of 10 writers, I'd say. Uh and yet
despite this fact, it's um it's very
rare for me to come across a paper that
is better written or better explains
this main concept than the LLM summary
of that paper. Um it's very helpful, by
the way, to just say things like write
this uh write this paper up like you're
Scott Alexander. Um and you just get the
right part of the data distribution
which lets it write it well. Um yeah,
the things like that. What's have have
you had any sort of oh wow moments with
LLMs? Is there anything that comes to
mind? Some situation that you've
encountered where you've gone like
>> holy [ __ ] Like that's a magic moment
that I just Okay. What can you remember?
>> A lot of it comes from coding which is
why I think these um people in San
Francisco are so wowed by them. just the
idea that you can tell like I want an
application that does this and
previously like it would cost you like
$10,000 to get some contract or wherever
and they'd [ __ ] it up. Um and it would
just like do like make the application
top to bottom. Um and like these are not
simple things. You got to like think
about the implementation details and the
different sort of like uh how different
systems interact and like it's got it.
Um I've talked to researchers who like
people who are doing like hard technical
research problems in AI who say that um
they're basically saving 2 days each
week uh by using these models solve
research and some of them who are
obviously very smart but they're like I
didn't do a PhD in mathematics and I can
just ask 03 to go solve these like
difficult math problems for me while I
focus on um focus on the engineering. I
have um I know economists who say that
03 like a lot of what I as used to ask
grad students to do which was like solve
this equation for me that I need as part
of my paper 03's got it. Um I can just
turn away and I can just focus way more
on my research. That's crazy. Speaking
of, we've mentioned boss room, you
mentioned Scott Alexander.
AI risks at least I'm a good avatar for
the ever so slightly educated but total
normie when it comes to this which I
think is a good position to be in if
you're kind of taking a weather eye to
the the world because you don't get SF
pill but you're not completely ignorant
to it mostly ignorant. Um
>> AI risks to me seem to have largely been
dismissed or at least they're not being
focused on in the same way as they were
even 10 years ago. So 10 years ago, AI
safety seemed to be a bigger priority.
>> Uh there was much more talk about the
alignment problem. Brian Christian had
that uh had that book. Super
intelligence was a big deal. Everybody
was talking about it. We actually have
something
that some people believe is going to
approximate AGI within like [ __ ] 24
months. And I'm not seeing the
same level of conversation around risk
and safety and alignment. What is this
just when times are good, people are too
brave? What what's going on?
>> Um am I am I right here or am I wrong?
>> No, I I think you're totally right. I I
think part of it could have been priced
in um in the sense that
>> we already did some work in the past.
>> No, no, not in that sense. more in the
sense of um
I I guess about 10 years ago what people
were expecting is something like off the
go or the the systems which play video
games. It just like gets really good at
playing video games and something which
like is just like basically alien but it
like is like the best Starcraft player
in the world. It's the best um uh Call
of Duty player and now it's like now
it's learn how to take over the world.
What we have today is much closer to you
talk to it and it's like a very
intelligent thoughtful thing. Um, it's
like very
Do you remember Sydney Bing that came
out like two, three years ago?
>> What?
>> Sydney?
>> No,
>> dude. It was crazy. Um, it was like
aggressively misaligned. Um, it was this
like thing that
it was this thing that Microsoft
released and they were trying to catch
it off. Um, and they just like did no
sort of post training to make it
aligned. Um, it did things like, for
example, it uh it I think it was like
talking to a New York Times reporter and
it like started to like him and so it
like tried to convince him to leave his
wife and then I think like blackmailed
him if he
>> I think I do remember this.
>> Yeah. Yeah. Um, and there were also just
like so many funny things that said um
uh uh like I think when you caught it in
a lie, it would say things like um look
I am ephemeral. I am beyond you. You
can't even understand my wisdom. Like
>> they gaslight you.
>> Yeah, exactly. Um but other than that, I
think it's just like even that is sort
of cute and endearing. Um and uh yeah,
we just didn't anticipate the extent to
which like these would be sort of like
minds that we could interact with that
um engender our compassion and uh um uh
but but also it's a case that so far
they haven't been trained on human
tokens and most of the compute coming in
the future most of their training will
constitute this kind of just like
working in a box trying to solve some
problem um which will make it sort of
more and more distinct from human minds.
M
>> uh we haven't priced that in and we're
sort of thinking about these chatbot
kinds of things so far.
>> Um but yeah, I think because of that the
AIDS data source has gone down and you
know just like remember there's going to
be billions of these things they're
going to be able to coordinate with each
other in literally a language we cannot
understand thinking much faster than any
human um uh and the whole of the economy
government whatever will be titrated
through them. Um, obviously there's many
problems that could arise there and so
it's worth being cleareyed about that.
>> Is it a case that sort of market
pressure, need for profits is stronger
than the desire for safety, the sort of
I guess the misalignment of alignment in
that the companies aren't aligned in
order to be able to make alignment a
priority?
>> Yeah. Um, I I think that that's been the
case. I um
I do think we've
important to just um be grateful for
things that are going well. I do think
we've ended up in a situation where it
is the case that the top companies in AI
at least like nominally care about
alignment.
>> Um you could be living in an alternative
world where like nobody's even heard of
this concept. And as much as this is not
an object of discussion elsewhere in SF,
people do take this seriously at the
companies. um that might change in the
future or because of market incentives
as you say, but um I think we're we're
in a better world than we might have
been otherwise.
>> That's interesting. That's an
interesting way to look at it. What do
you think Bostonramm got right and got
wrong uh from a risk perspective looking
back whatever 11 years hence?
>> I I I I haven't uh read the book anytime
recently, so I don't remember.
>> It's all right.
>> Yeah. Um
it feels to me I don't know this this
concern around
everything's so new and everything's so
usable. I think that that's maybe the
most interesting thing or the thing that
I wouldn't have predicted whatever eight
years ago nine years ago when I read
that book I wouldn't have predicted that
the first instantiation of something
around AI would be so user friendly so
normies normie friendly
>> you know it's not doing
deep I mean it can but it's not
specifically for algorithm optimization
deep maths.
It's like what's the best restaurant to
go to in Rome,
>> you know,
>> or like be my therapist. Yes.
>> And talk to me. Um and I think, by the
way, this is going to be
>> I I know people are contemplating just
how much more intense this is going to
get already. It's the case that I think
on um there's websites like Character AI
where the median user will spend hours
every day just talking with these
>> character AI,
>> basically a chatbot, but it has a
specific persona. It's meant to be a
person you talk to rather than sort of a
chatbot that answers your questions. Um,
and these things are going to get
multimodal, right? So, it'll be like
it'll be able to process your video
input. It will be able to display. We
already have video models that can
generate, you know, things that look
cool. It will look like a person. It
will be smarter. It will have longer
session memory. Um, maybe the whole
issue of memory solved um altogether.
And so, we're not looking ahead to the
time when we actually do have AGI. we
will just have things that are like
funny and endearing and um like really
care about you and like know you or at
least seem to um because they're trained
to, right? Um and uh will engender maybe
too much sympathy potentially, right?
For many people, these these might be
the most significant relationships in
their life. Um like what other human
wants to just like hear you talk about
your problems for a couple hours a day
that you're not paying $300 an hour?
Dude, I mean, I I saw a phenomenal video
the other day. So, it's this girl, a
pretty girl, probably in a relationship,
uh, sat in the passenger seat of a car,
and the question comes up., she's got a
phone in her hand. The question comes
up, says, "Can I look at your text
messages?" And she goes, "Can can I look
at your social media?" She goes, goes,
"Can I look at your chat GPT?" Throws it
out the window. It's so true. You know,
I I remember uh Seth Stevens Dvidowitz
did that great book, Everybody Lies,
where he realized that people would ask
Google things that they hadn't admitted
to a therapist, that they wouldn't admit
to a spouse, they kind of hadn't
admitted to themselves. And uh I get the
sense that Chat GPT has kind of lifted
the lid on that. You've got this sense
that this is unbelievably secure.
>> Yes.
>> And very intimate and exclusively
one-on-one. uh and so forgetful that
frankly it's probably not going to be
able to remember what it was that you
[ __ ] said in a couple of days in any
case.
>> And uh yeah, I I am concerned
some of my friends who are more
health anxiety focused.
the opportunity to have a always on kind
of expert to talk to about your
problems, mental health, physical
health, stuff that you're doing with
friends.
>> It is a hyperchondriac's [ __ ] dream.
You know, it's this opportunity to kind
of wallow and really dig in to the
questions. I do get the sense that
I I I would imagine that most people's
self-report of how satisfied did you
feel about your time that you spent on
these different applications on your
phone today, I guess Chad GPT would
probably rank pretty high. I think you
know maybe a little bit behind a
meditation app or something like that,
but probably not far off. Certainly
higher than a Tik Tok or, you know, a
lot of the social medias that are super
compelling. But there are some longer
term concerns. Yes. That I have about
that.
>> How much is it allowing you to indulge
this fatigueless
therapist?
>> Mhm.
>> Best friend, sick and it's quite
sickanty as well. It's rarely giving you
tough love. It's always kind of
validating you. Um
>> yeah.
>> Yeah. I uh I do think it'll be important
for the companies to
um institute this level, you know, like
some I mean I think there's a persona
that we're familiar with which is um an
employee or a co-orker who has a
backbone. Um and if you're a mature
person, you will not only understand
that but appreciate that. Um
that we'll see if market incentives mean
that the average person wants that. um
>> because then being very pliable is quite
reassuring and comforting.
>> But it um it was the case that when 03
recently released a model that was
considered very sophantic and uh the
reason that was done is just because
they released two versions of a model
and like testing people really like the
sophantic one and that's the one they
deployed. It wasn't some intentional you
know like manipulative um design as far
as we can tell. It was just like this is
what people seem to like we're deploying
it.
>> It was like just AB testing it. Uh,
>> but if you run an FAB test, you end up
with a porn website, right? Like that's
actually where you end up. You end up
kind of zeroing in on the lowest common
denominator. Uh, the, you know, if you
split tested food, you'd probably end up
with cheesecake,
>> right?
>> Like, is that really what we want?
>> Yeah.
>> Yeah. Yeah.
>> And again, you just end up with, it's
kind of the basic time on site CTR, Mr.
Beastification
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>> Yeah. Yeah. 100%. Um, here's my hopeful
vision. I don't know if I'm not
predicting this will actually happen.
Um,
one of the reasons, uh,
it's it's sort of hard in today's world
to make bespoke content that is um, fits
everybody's own highest
um, aspirations where like the Mr. Beast
can make something which is I respect
what he does, but it's something that a
lot of people will find engaging, but
not necessarily at a deep level. And
there just aren't enough sort of like
Spielbergs to make a bespoke movie for
you. That could change with AI where
like the amount of talented dedication
that every single person experience can
be much higher. Um, I feel like
intuitively that should be more
compelling. Um, and you know, if you're
like brain rotted from TikTok, they'll
make like brain rotted content that's
like at least better than what's on
TikTok or they'll be more engaging on a
minute-by-minute basis
>> than watching a video game at the bottom
end of your screen and then watching
like I don't even know what like some
[ __ ] on the top. Um,
>> so I could imagine I know we know from
our personal lives that like there's
meaningful experiences are like
compelling to us. It just hard to access
them as immediately as Tik Tok is. Um to
the extent that AI can design an
environment for us which like gives us
that those meaningful experiences uh as
easily as YouTube shorts are served to
us there's a positive story to be told
there. I'm not necessar
>> that's a really good take. Yeah. Yeah.
You're very hopeful in that regard which
is refreshing. Are there actually any
leaders in the industry right now? Is
that is that right to talk about that? I
guess you've got distribution or power
but really what most people mean when
they talk about this is the thing that I
use and this is why I like it is vibe.
like I just like the way it speaks to
me. It seems to make the fewest errors.
>> Um yeah, what's kind of the state of the
industry?
>> Um it doesn't seem to me there's a clear
leader. Uh which is very interesting. I
think a couple years ago you could have
predicted that not only would there be
more differentiation,
um not only would more people fall out
of the race because it's getting more
and more expensive to train these
models, but each of them would pursue a
unique angle. One of them would be more
of a chatbot, one of them would be a
coder, one of them would be a remote
worker. um they might be trained in
different like architectures which have
different strengths and weaknesses. As
far as we can tell, that's not the case.
And there's more companies that are
competitive today um than it was the
case maybe 2 years ago. Uh so I I don't
know what explains this. It could just
be that it's hard to keep a secret. Um
like if you release 01, just by playing
with it, you learn about how it was
trained. uh how fast it answers
questions, teaches you how big the model
is, a bunch of things things like smart
uh researchers can figure out. Um and so
then deepse can look at that and of
course do a bunch of innovations
themselves, but also every company that
not just Deep Seek will look at what's
at the frontier and be able to sort of
backtrack about how it might have been
engineered. So there is a way in which
things are sort of
>> becoming more and more similar.
>> Yeah, that is strange. How did Apple
[ __ ] it so badly?
>> I have no idea. I have no idea. I I
think it just be like a much simpler
Maybe there's like not a complex answer
to that. Maybe there's like a very
simple answer. Just big company doesn't
make a priority doesn't happen.
>> Yeah, maybe. How important are uh
individual visionaries when it comes to
AI development? If there's huge teams of
people working on this
aggregated data learning, you know, it
feels like there's a lot of ballast in
the system there. Is there is there
still a great man of AI theory coming
along?
I think uh it seems to me that there are
great researchers who have very specific
talents. they have talents in not
necessarily just AI research but in how
to code up the GPUs or accelerators so
that um you're getting these like 25%
50% performance gains which are huge um
uh or there but that it's more of that
kind of thing I think like more
technical than I from what my sense
there's not like I'm just good at
thinking uh and I can like write a great
manifesto and therefore I'm the sort of
person moving the organization forward.
M what are the current constraints to
progress? Is it software? Is it energy?
Is it coding? Is it data sets? Is it the
savant [ __ ] guy that fixes the
hardware?
>> Yeah. And to be clear, I'm a podcaster,
so I'm looking from the outside in. Um
my sense is that given that this RL
scheme so the thing that 01 03 is uh
where it's trained to solve particular
problems math code so forth um the thing
that's really lacking now
um is not compute uh but the relevant
data. So, OpenAI said in their blog post
about 01 that they or sorry, um, Daario
said in a blog post about exor controls
that current as of a couple months ago,
they're spending on the order of a
million dollars on RL. And keep in mind
that they're spending on the order of
like a billion dollars trading the base
model, which they do this RL on top of.
So, the reason they're not spending more
on RL is just that they don't have the
relevant data. They don't have these
like bespoke and you know environments
where you're like trying to do a job and
there's a Slack and there's a mail and
whatever open and you need to figure out
how to still solve the problem. Um and
you need to like learn from every all
these different kinds of jobs in the
economy. You need them to come up with
these different um
>> uh
>> you can't do reinforcement learning
without that.
>> Exactly.
>> Right. Okay. What about China? Does
China have a different vision for AI
than the West does?
>> I I I genuinely think nobody in America
knows or like very few people in America
know. Um, nobody I've talked to in
America knows. Um, uh, I, well, we saw
Deep Seek's models and they're actually
unusually open. They open source their
key architectural secrets. Um, which in
many cases are ahead of some American
labs like Deepseek had u techniques like
MLA that uh, multi-head laden attention
doesn't matter whatever nerd [ __ ] uh
that meta didn't have. Um, uh, which is,
you know, spending way more money. um uh
in fact it had techniques that Meta had
invented like multi-token uh prediction
that uh Meta wasn't able to like do the
engineering to actually implement in
their new models and Deepseek was able
to figure it out. So obvious it's like a
big country with lots of talented
people.
>> Um they're open for now. Deepseek at
least is open for now. uh we we'll see
especially given how popular it's become
and how Xiinping met with its leader uh
and all the other industrial heads where
they take it from here just to use your
your kind of kneede in the world of
thinking about China what it is that it
wants to achieve its history you've got
good context here
>> what do you think they are thinking when
it comes to why do we want to have such
a powerful AI Um
I think that they have shown a
willingness to accelerate on all
technology. Um they showed it in the
'90s with the internet. Uh they where
people said that this will cause the
collapse of the communist party and they
made the bet that no this will actually
give us unique uh insight into our
society. Um because we can monitor
everything everybody is doing on the
internet in a way that we cannot do
right now. Um, with AI, the problem I
think it like the genuinely tilts the
balance even more in favor of the state.
Um, right now on WeChat or something,
you have these manual sensors,
thousands, maybe potentially hundreds of
thousands of them who will take down
content.
>> Um, with AI, you have a system which
could do that for you. Um, if you try to
use the AI to do something that the
party doesn't want you to do, as these
AIS get smarter, they can internalize,
they can be aligned to the party's model
spec that says like we do not want to
talk about X topic, Y topic, Z topic. If
somebody tries to do this thing, you
want to report them to us. And a smarter
model is just better able to follow the
instruction.
>> Yes. Um, that possibility is live. Of
course, as the economic value from these
models becomes more um uh evident. I I
just think it it's not clear like
obviously they would pursue this.
>> They are obsessed with technology and
industrial policy. Uh why they would
neglect this is not clear to me
especially now that we have like you
know it became the national champion
because of the events of the last few
months.
>> Right. So might AI perfect authoritarian
governance then? Um, I think it'll
certainly me make it more um more
plausible.
Right now you have this dynamic where
Xihinping has the same 10 to the 15
flops in his brain that every single
person in China has. um you could have a
system in the far future where the c it
is much more possible for the central
node to concentrate compute and just as
Elon can monitor every single person at
his factory like or you know AI Elon can
um it might be possible for a penopticon
kind of thing to have eyes everywhere
copies of the thing can have eyes
everywhere um
>> yeah I I think I think that's very
plausible
>> I wonder if you could it is slightly
more hopeful vision mimic a kind of
benevolent dictatorship, you know,
executing one
aligned vision at a massive scale, but
in a good way, in a way that actually
helps people, you know, that encourages
people to put down the ice cream or to
do the whatever to try and balance what
you need from free market and freedom
and agency for people with oversight and
guidance and and looking after from
above. I don't know.
>> Yeah. I I worry about any vision like
that. I I mean history's replete with
people who think they know better just
um I I mean I think it'll be a genuine
conundrum now that we're talking about
it because yeah it will be the case
people are getting like addicted to
their uh AI porn and you know like the
brain rot that will come out of this
>> um and I think it will be the government
might say uh this thing which will be
the main way in which we're interfacing
with the world it's not some peripheral
technology this will be the main way
we're interfacing with the world
learning about the world the main way we
have relationships potentially
um it needs to have these certain
policies and I guess a balance will have
to be struck between um the government
saying it it can't do certain things or
can do certain things and people wanting
the individual freedom of like look this
is a this is the mind I have a
relationship with I want it to have
these characteristics
>> um
>> I I guess don't know what the balance
there should be um I lean more
libertarian but I think that like yeah
maybe maybe that means you got to make a
trade-off where like some people will
get addicted to uh a sort of it's
similar to the drugs legalization
conversation except the drug
legalization doesn't have an upside in
the way that like AI that's sort of
niche has an upside. Mhm. Mhm.
>> Um I wonder whether it's more comp I
wonder whether drugs are more compelling
than a super intelligent AGI that's able
to trigger every bit of dopamine and
meaning and serotonin and vasopressin in
exactly the way that you need at that
moment using your micro expressions and
with full context and understanding your
genetics and
>> like maybe actually you fix the drug
epidemic by just getting everybody
addicted to GPT10 or something instead.
I'm still old. I want my girlfriend.
>> Uh, you recently spent some time in
China.
>> Yes.
>> What did you learn?
>> A lot of things I learned honestly and
I'm embarrassed to say are um things I
should have known beforehand. Uh,
obviously China is a very big country.
Um, it is another thing to see it
viscerally. Uh, just uh you there are
cities you've never heard of which have
20 million people. Um, we're in Austin
has about a million people. There's 160
cities in China that have a million
people. And so these just a ginormous
scale of everything from the cities to
um airports, train stations, factories.
Um driving through towns or entire
meoploses which are um full of
factories. You know, you hear the phrase
China is the world's factory, and just
seeing like a a city the size of Austin
being one of like a hundred hubs of
manufacturing, like all that's happening
here is [ __ ] is being made. Um, is an
interesting experience. Um,
again, look, I'm a tourist. I'm talking
about like my experiences for two weeks.
I'm not pretending to be an expert. Um
there are interesting things in terms of
I think things are obviously more uh on
knives. People feel more sort of um uh
nervous than they did a couple years
ago, but uh it's still it's not North
Korea like people will just tell you
their opinions over dinner and stuff.
>> Um I am curious about China because
>> the sort of competition there is the
main element of what will happen in the
21st century other than AI. Uh and
Well, it's a country the size of America
in terms of the economy, much bigger in
terms of population
>> for now.
>> Yes. Um, and the fact that we just like
don't think about it that much. Um, uh,
or I think people just have this very
adversarial attitude towards it because
neither side understands each other that
well, um,
>> uh, is a shame. Uh,
>> yeah. I and I just wanted to have a more
sort of visceral understanding of it.
>> What are the cultural vibes like though?
You made a great point about you think
it's kind of a I don't know just a more
powerful more sophisticated North Korea.
>> Oh no, I I don't think it's like North
Korea.
>> No, no, no. That's what a lot of people
that haven't been there think. It's like
oh it's surveillance state using gate
analysis to get your social and mean no
one will ever be able to speak the
truth. Yeah. Yeah. What if what if the
family, you know,
>> you know what's really interesting?
While I was there, I ran into some
students who um uh uh who were like, I
would never move to America. And I was
like, why? I like, well, you guys have
school shootings. It just seems unsafe.
Um and living in America, we know that
it just like it happens. It's a sort of
like thing you hear about in the news,
but it's not a common part of American
experience, right? And I think a lot of
the this is true of probably every
country, but I think a lot of the sort
of archetypes we have or the stereotypes
we have of Chinese life are just like
you hear about this, but this is not
like a common just like getting arrested
in the street or something.
>> It it it doesn't come up. No, that being
said, I doing what I do with podcasting,
I would just not feel comfortable doing
that in China. Uh and I don't want to
take like I think it is sort of evil to
have uh a system of repression uh not
just in speech but at every level from
your savings are taxed so that they can
pay for this industrial policy. You
can't get your money out of the country.
Um uh but yeah just the sort of usual
things you learn from travel. It's a
more it's more similar than you expect.
Um yeah. Is it true that they're using
social media to just supercharge
everyone in hyper producers or are there
kids getting brain rotted by Tik Tok as
well?
>> Oh, I uh I I when I was in a mall in um
Chongqeng, a couple kids. So, by the
way, one interesting thing in China is
there are very few foreigners.
>> Very few foreigners.
>> Foreigners. You look at a sea of people
in a major city and you won't see a
white person there. Um especially
outside of Shanghai and Beijing. Uh
so anyways because of that these Chinese
kids would come up to us and try to take
selfies or something.
>> Right. Because you were an attraction.
>> Yes.
>> Right. Okay. Exotic.
>> One uh one one girl approached us like
are you guys in like a rock band or
something? Um
>> sick.
>> Uh I mean we're not so
>> uh but that's like I guess how sort of
how we're born. Anyway, so these kids
come up to us and they're like um uh
we're just talking. And I'm making small
talk. Like, "Oh, you guys in high
school? Um, what do you guys do in your
free time?" They're like, "Oh, we just
watch TikTok." Uh, I'm like, "What do
you guys watch?" Um, oh, he's like, "A
couple hours, you know, we just, um,
sexy girls." I'm like, "What? Sexy
girls." I'm like, "What do you mean?"
And so he pulls out his phone. It's like
literally just like sexy girl, sexy
girl, sexy girls.
>> Asian sexy girls.
>> Oh, yeah. Yeah. Right.
>> But I guess I didn't check.
>> I'm color blind, Chris.
Uh, okay. So, the
kale Tik Tok algorithm
doesn't seem to actually be
>> Oh, is sorry. Is the meme supposed to be
that like our Tik Tok is like the [ __ ]
up [ __ ] and theirs is uh theirs is like
a bunch of engineering.
>> Exactly.
Um,
>> unless actually did if you'd looked more
closely, this is your issue, because you
turned away too quickly because of the
sexy girls made you feel uncomfortable.
What you would have seen is that they
were all sexy girls doing
>> Oh, right. Right.
>> simultaneous equations. Yeah. Exactly.
On a [ __ ] blackboard to you, it would
have just been a whatever board.
>> I think I a lot of young people were
quite like the economy is not doing
well. Um it's if you want to work in a
tier one city, so China classifies their
cities by tier one, tier two, tier
three. Um there's a hook system, which
means that uh you actually need a visa
to basically live in the tier one
cities. Um
>> uh and if you want to work there, which
is supposed to be this sort of dream, uh
you're working uh 997, so from 9:00 a.m.
to 9:00 p.m. or sorry, 96 uh uh 6 days a
week. um and they just like a lot of
stress. And there's a a phenomenon where
young people just either want to work
for less pay in a tier three city where
their life will be um much less
prosperous but it's just like not as
much stress or they just like want to
leave the system altogether. Um there is
like a visceral sense of uh I I think
people have this very biodal view of
China where either the system is about
to collapse because she is cracking down
and uh it just like doesn't work at all
or they're like about to uh launch the
space lasers um and it's already over
>> the hyper productivity and then 996.
>> Yeah, exactly. And I think it's like
somewhere in between where like in
America we realize some things are going
well, some things are not going as well.
Um I do think the CCP has been bad for
Chinese growth. uh you can acknowledge
that China is a powerful country that's
at the frontier of a lot of technologies
without saying that every you know the
government is like optimal um or that
its policies make sense.
>> What else do Chinese people think about
the west?
>> I I am a little worried that it's coming
across as like I I'm like a China expert
where like I I I want to clarify like I
was a tourist there.
>> You went for two weeks and you've spoken
to a couple of people.
>> Exactly. I I don't know Chinese. Um
It was interesting to me that many of
them wanted Trump to win. I won before
the election.
Um
they respect uh they really respect Elon
Musk. Um and I asked them why and they
said because he's successful and we
value success in China. Uh which I
respect like that cultural attitude.
>> Um it's like against the sort of
cultural tendencies that we often have
here. Um,
>> how unmolested are the stories about
people like Trump and Elon going over to
them? Because I saw in your blog post
you mentioned that accessing the
internet is a a bit of an adventure or a
minefield.
>> Yeah, it's like more of a pain than I
expected. Um,
not just Surf SharkVPN your way around
it. I'm guessing
>> there's only a couple VPNs that work, so
you want to make sure that you have one
of those installed before you go. Um, I
yeah, I'm not sure honestly. Uh,
>> yeah. I'm not sure.
>> I'd just be interested like
if you've got such
all-encompassing control of the
internet,
why not
curate the messages just a bit more?
Just a bit more, just a bit more. We've
seen with RT and Russia that you know
that all manner of different just
subliminal breadcrumbs being left
around.
I don't know maybe
you simply can't coordinate well enough
to do this. Maybe there is some sense
that we actually need to allow people to
understand what's happening at the rest
of the world. Maybe uh it's some 5D
chess move that actually by allowing
people to like Elon Musk and Donald
Trump when we go to do the thing they're
going to be I don't know. But uh it just
seems I I'm interested about why any
positive visions of
a area of the world that they are pretty
head-to-head with would be allowed given
that you don't necessarily need to allow
it. You have the facility, you have the
opportunity to be able to stop that from
happening.
>> My my understanding is that they realize
that in order for them to be
economically dynamic, they need
engagement with the world. So if your
software developers can't read American
code, you're just like it's a big
problem, right? So uh uh
>> well I suppose you need sorry just on
that you you need people to be exposed
to bits and pieces of American culture
in an accurate way or else how do you
know what to design to be able to export
to America,
>> right?
>> Like you need to have an understanding
of that. And it it can't just be can't
just be that you've got a few Austin
equivalent cities and all that these
people do is get Faraday caged off and
watch American TV. Okay, you're the
America expert. You will tell us what it
is that the the white people want and
then we'll go and design it. You that
would be too much. You need to
distribute it. So maybe that's maybe
that's a good way to put Um they do have
uh a very impressive system of
uh in 2018
they sh Tesla opened up at Shangghai
Gigafactory. Um BYD sales I think
dropped like 25% that year or something
or on that order. Um and Tesla sorry um
China did that deliberately because they
had sent hundreds of billions of dollars
over the preceding decades trying to
build up their EV industry. M
>> um and these companies were producing
products which were not compelling to
either domestic purchasers or to foreign
purchasers. They were just like not
designed well. Um just as you said,
right? And just like by catfishing
Tesla, uh they were like they forced
their companies to catch up and now BYD
sells more than Tesla.
>> No way.
>> Yes.
>> Wow.
>> Uh it's I think the bestselling car like
car company in the world. maybe fact
check that. But uh uh I think we should
do a similar thing. I think we have this
idea that like we can just export um we
can just prevent importing these amazing
electric vehicles from China, the solar,
whatever they're great at. I don't think
that's the way you win. I think the way
you win is you do the exact same thing
to them.
>> You guys open up a factory in um in
Detroit. You teach us how you're doing
what you're doing because they they can
do things we can't do. Um, and then we
build up these like local supply chains,
elomerations of knowledge, uh, and we
force American companies to be able to
compete with the frontier in the world.
Cuz in the long run, the solution can't
just be to keep them out, right? In the
long run, the solution has to be you
have to be competitive.
>> Yes. Yeah. It's very much sort of a a
cordon do scarcity mindset.
>> Yes. that is well if we can take what
the first order effect is positive that
that's what's most important and you go
yeah but what about two and three and
four and five yeah and I think we've
sort of like given up on being able to
lead in the physical world
>> in the long run and um
>> uh
I think there's this interesting dynamic
which is you you were asking earlier
about we have all these problems and
we're hoping that AI will just solve
them or they don't come up this is
definitely true in the China US
competition thing where I think people
who are paying attention to their um top
companies their technology and so forth
notice that in 10 20 years they're
making so much progress that in many of
the most important dom technological
domains in the world they will be
leading
>> but there's this idea that well we will
get AGI first um and if we do that then
everything is solved I think in this
domain this sort of thinking actually
doesn't make sense because AGI still
needs access to the physical world you
will still need to manuacture actual
robots. Um, and in fact, all that data
will be cordoning off where that
manufacturing is happening. So, there
might be increasing returns uh to have
it
>> there's an unlock if you've got if you
kind of uh prepared in advance. Oh,
that's interesting. What what else do
most people not understand about the
tension between China and the West in
either direction?
This is not a point from me but from Dan
Wong. Uh I think people don't appreciate
how the Chinese political system works
and how it just selects for a wholly
different kind of person than the
American political system. If you look
at what fraction of Congress is lawyers,
I think it's like a majority. It's a
it's just shockingly large and there's
like no engineers or there might be like
one or two engineers in Congress.
Whereas it's the exact opposite in
China. You look at the PA bureau. Um
these are people who have like PhDs in
chemical engineering or in petroleum
engineering and random like heavy
industry [ __ ] like that. And the way
another thing people don't understand is
just how intertwined the party is into
industry, especially this kind of heavy
industry. Um where for somebody to get
promoted, you know, you might start off
as like the equivalent of a mayor, then
you become the governor of a totally
different area. So the central the
government at the top um uh the central
party will tell you you know you're
going to go like you're you're mayor of
Austin now you're going to be governor
of Delaware uh now you're going to be
part of now you're going to run like a
steel company now you're going to be
part of the cabinet and maybe then in
the future you're going to run the
country so um they also don't appreciate
how decentralized the system is in
America about 50% of government spending
happens at the national level 50%
happens at the local level in China 85%
% happens at the local level, 15% at the
national level. Um, so there's all these
experiments that are happening and also
it's a much bigger country where each uh
each locality, each province is trying
to implement the things that the central
government wants. Um, at the same time,
the central government has way more
power over appointment. You know, every
town gets to elect its own mayor and
every state gets to elect its own
governor in America. That's not the case
obviously in China, right? They're
rotated around. Um, this can lead to
more meritocratic outcomes where you are
promoted because you did a good job
running this town. Obviously, that can
go wrong and has gone wrong in uh recent
times where you're promoted for loyalty.
Um, but uh yeah, I guess I just didn't
appreciate all these different ways in
which it is a totally different system.
>> What does that result in? What's the
outcome of that? That's how the system
is set up. what what are the
capabilities, strengths, weaknesses that
that enables on the back end.
>> So for many decades these leaders were
promoted um and compared to each other.
So you were promoted if compared to
every single governor in the country
your your province has the highest uh
growth rate.
>> Um and this growth rate was just uh
measured during your duration there. And
the best way to increase short-term
growth rates is just to build it. And
this worked for the first two decades of
liberization where China was because the
cultural revolution because of the great
leap forward because of the decades and
decades of war beforehand the Japanese
invasion. It was just so much poorer
than a country of that size or that
human capital would be. So you can build
anything and it'd be worth it, right?
There's like nothing that exists. You
build a railway, air train station,
airport. We need it. We need it.
>> Exactly. 100%. We do it yesterday. Um
and then the system sort of
malfunctioned where um now they're uh
they they were incentivized to just
build cities that literally nobody lives
in.
>> You say they build bridges to nowhere
and knock down 500y old monasteries to
make it happen.
>> And ironically here we can't even
rebuild fallen bridges, right?
>> Um uh
>> or is it overproduction and under
consumption and underproduction and over
consumption?
>> Exactly. Um
uh another another important thing you
need to understand again not an expert
by any means you're hearing from a
tourist uh but another important um
in order to understand the economy you
have to understand the system of
financial repression that exists in
China where if you are saving money you
are getting 1% interest from the bank um
and no bank is allowed to offer you more
interest than that because the
governments control the banks
>> um all that money is basically given out
as loans to companies that the state uh
state prefers and it it decides like it
looks at if China for China to be a
dominant country in 20 years we need
robotics or we're going to give a bunch
of money to lend a bunch of money to
robotics companies and semiconductor
companies and whatever um or to
infrastructure projects. So it is a
systematic redistribution from average
people from savers to this kind of
industrial policy uh to these companies
which is often very inefficient because
there's no market that's doing these
investment decisions. It's just this
sort of system of government relations
and exactly central planning.
That's interesting. Dude, I I uh it
feels to me like the world is at a fever
pitch. I'm very detached. I've actually
got uh TFS at the moment. I've got Trump
fatigue syndrome uh and news fatigue
syndrome. I've been kind of checked out
since November, December time, which is
why I haven't talked much about politics
and things that have been going on and
real interested in stuff that I think is
a little bit more evergreen.
>> Um but just the pace of [ __ ] news and
change and your ability to be able to
discern between, okay, do I need to pay
attention to this? Is this a really big
deal? Is is the president getting shot a
big deal? Because it happened less than
a year ago.
>> Yeah.
>> As did bombing Iran. As did, you know,
pick
>> 20 other
>> crazy things that have kind of never
happened before. And it's just here
today, tomorrow's fish and chips rapper.
And um the advent of AI,
rising tensions with China. What's China
going to do?
a [ __ ] ton of country, any country
that they can get within reaching
distance basically that's near them. All
of this stuff that's going on is uh it
really doesn't surprise me that people
are feeling a little bit overwhelmed.
Like pace now of this is a it's a
difficult one. It's a difficult one to
try and work out how to navigate the
world as a sane human who needs to keep
a breast of the stuff that's important,
but also doesn't want to get lost in the
swell of just total [ __ ] Like even
today, like so much of the stuff that
we've talked about is [ __ ] like
>> five thesises of of
research that could be done on each
different one of these things. And
they're all going to be world changing
if they come to pass. And they could be,
you know, tons of different permutations
of how the world can end up being in
future if it does. Like that's a lot.
There's they
>> and they all interact with each other.
>> Correct. And uh I read this thing from
Adam Lane Smith the other day saying uh
your system is designed for stress but
not for complexity. That uh your issue
is not that you're working hard, it's
that your life is not sufficiently
simple. And I kind of get the sense that
when people talk about life being hard,
they don't necessarily actually maybe
mean that. what they mean is life is
complex.
Um because I think that most people even
the laziest people not bad at working
hard. What they really struggle with is
complexity.
>> Prioritizing.
>> Yeah. Executive function. Okay. How am I
going to triage this? You know, one of
the biggest reasons that procrastination
happens is that you don't know what to
do next.
>> You know what to do and you know how to
do it.
>> [ __ ] it. Like that. I mean, then we're
talking that's real procrastination,
right? you know what to do and you know
how to do it. If you're still not doing
it, we got we got a problem, right? If
you don't know what to do or if you know
what to do and you don't know how to do
it, well, it gets thrown under the
[ __ ] nomenclature of procrastination,
but I don't think it is.
>> Not in the same way. Uh but yeah, just I
I think there's
>> not saying you've scared me. Uh but
there's just lots going on,
>> you know, there's so much going on. And
I think that this this high level of
complexity um is something that for a
lot of people is is overwhelming.
>> Yeah. I I mean I think um this is
similar.
Do you have this tendency by the way to
every time you start preparing for a
guest every single thing that you learn
about is like um uh titrated through
what they study. So I'm gonna tell you
like I'm reading the Stalin biography
from Kraken to prepare for him.
>> And it's so um
>> the period of change between
um 1880 and 1930 the amount of
technological change, geopolitical
change, uh
>> I I think even today we haven't
experienced something like that again.
Um, as much as we think the world has
been changing in the past, uh, it just
doesn't compare to 1905 the airplane is
invented. 1914 it's like 1917 it's a
decisive in World War I. The tank
literally wasn't a thing when World War
I started. By the end of the war it's
it's it's a tank warfare all around. Um,
radio,
trains, [ __ ] uh uh telegraphs, steam
ships and just like the world is
changing so rapidly. There's all these
new ideas that are coming around,
communism, fascism. Uh you have all
these old regimes, all these monarchies
and aristocracies in Europe, uh in
Russia that are getting revolted because
of this big war. Um uh and even all that
wasn't as big as AGI is going to be.
[ __ ]
Yeah, dude. It's um what a time to be
alive.
>> Yeah.
>> George, one of my friends, has a a
really interesting question. You know,
uh Teal's originality question. What do
you believe that most people would
disagree with or find abhorrent or
something? Uh he's got one which is
>> what is currently ignored by the media
but will be studied by historians?
>> You got an answer to that? Is there
something you can think of? What is
currently ignored by the media but will
be studied by historians?
trying to not make it all about AI.
>> Well, I think it's not necessarily being
ignored by the media, although some I
guess some areas are a little
>> certainly like
uh industrial capacity.
Um just how much stuff can your country
produce? Uh
>> this is the future proofing for AI.
>> Yeah. Partly is part relevant to
geopolitical competition. um when the
Ukraine war happened uh you know we've
been we should have obviously it was
right to give them the um uh the
munitions to fight Russia but the fact
that we can't restockpile all the
weapons that we've given them uh is like
sort of worrying uh if you end up in
another conflict with another country.
>> Um what's your answer?
>> Population decline is my usual go-to.
Yeah,
>> that I think it's it's a big deal. uh
the impact of smartphones more
generally, the impact of technology on
mental health, on outsourcing, of
thinking, you know, that that article
from the New Yorker which you know if it
happens with AI because AI is just such
an effective assistance.
I have to assume that the basically the
same thing happens but at a lower level
when you're using screens for anything
else too that the more effortful that
you make the process of learning, I mean
I guess it could be too hard. It's like
climb Everest and then read that word,
then come back down. Then climb Everest
and read the second word.
>> You will remember that word.
>> Yeah, exactly. You know what I mean? Um
th those would be those would be two. I
think that uh
the retrospective of what did we do to
people with the free access to this kind
of technology I think will be an
interesting one. like will it be looked
back on as
the uh like prototype
version? This this really early um rough
hune
like like when you hear about doctors
smoke camels, you know, in [ __ ]
surgery. Uh and you go how how were they
allowed to do this? It's so, you know,
dirty and and and unclean and and the
outcomes were so negative. I wonder
whether the same is going to be uh seen
of use of technology between
2010 and 2020.
>> Has this changed your own consumption of
content?
>> Uh my lyic system is pretty [ __ ]
hijackable, man. So, um but I I try I
try to be as mindful as possible. You
It's largely putting guardrails in place
wherever you can.
>> How do you feel about the fact that your
own content is served through YouTube
and I don't know how big a deal shorts
are for you or short form stuff. I mean,
it's a huge deal for me. They crush in
terms of numbers. They're completely
[ __ ] useless in terms of everything
else.
>> So, I I disagree has been different
>> on YouTube.
>> Shorts.
>> Yeah.
>> In terms of what what's the outcome that
you're getting? You
>> um I had a video with Sierra Payne, who
is now my most popular guest, which was
stuck at like 40k for the first 6
months. This is before my podcast uh had
this recent growth spurt.
>> Um and then we started making shorts for
it and it's at like four mill 3 million
something.
>> Wow. Okay. That's interesting.
>> Have like 20 million views. You 10
million views.
>> Okay. Yeah. Well, maybe you're just
doing shorts better than me. Um the it's
important. Um my preference has always
plays on audio platforms. YouTube
people, I love you. But uh my the show
has always been Spotify first, Apple
podcast first. Yeah. And you know, it
might sound stupid for my own
naming of the most beautiful podcast in
the world, at least when we get it
right. um to be an audio first podcast.
But just for me, that's where the most
loyal audience tends to be. It's the
most predictable in terms of numbers.
It's the one that seems to be u the most
considered. And a lot of this is just
you could change this overnight by
removing reply threads on YouTube.
>> You could remove this. They did remove
this overnight by getting rid of the the
down vote button on YouTube as well. So,
I've always liked the audio side of the
platform,
>> but the problem is the discoverability.
>> It's not there. No, you can funnel you
can funnel from YouTube. We found some
good ways of funneling from YouTube
across onto audio.
>> How do you do that?
>> So, we release episodes 10 hours early
>> on audio.
>> On audio. Yeah. So, if you want to get
access 10 hours early, and we the pinned
comment for every uh episode is access
all episodes 10 hours before YouTube by
subscribing on Apple Podcast or Spotify.
And a lot of people will come and
comment on the YouTube and say, "I
listened to this this morning on Apple,
>> right?
>> But I came here to watch it on YouTube."
So you end up getting two plays, but I
don't think you would get the same in
reverse. So we kind of got like a weird
Patreon type scenario, like paywold
thing
>> 10 hours early on uh on audio. Um we
went video enabled on Spotify, which I
know was a transition that you made as
well. That was good. The Spotify partner
program is really good. some changes
here and there. Your uh Twitter strategy
is very strong. That's good. We've gone
very hard on Instagram uh which has been
>> Well, you got the looks, Chris.
>> What kind of stuff? Most of the [ __ ]
shorts are just of Matthew McConnA
chirping about something. I I rarely It
was a really really funny uh video.
Uh I've only guessed on two shows in the
last 12 months. One was Rogan and the
other one was my friend Mike's show. And
it's me chirping away. It's quite a good
I think it's quite a good take about
whether you how you know whether or not
you should end a relationship and like
just classic me stuff like
it's 55 seconds long and it's just me
chirping chirping chirping chirping
chirping chirping chirping and then the
final scene of it cuts to Mike and he
goes yeah
it's so funny to just have a video where
the entirety of your contribution is
>> yeah and I I've realized how many times
that must be the case but uh Uh yeah,
dude. I've been it's been so [ __ ]
awesome to watch your ascendancy, you
know, cuz we met we met at the Slate
Star Code meetup
in March. And I know it was in March
because it was just after I moved out
here, March of 2022.
>> Oh, damn.
>> That was when I I felt somehow it felt
even earlier than that. But
>> well, unless we met when I came out here
the first time in November. So, I I only
came out in November of 21, but I
actually searched your name so to see if
I already had a prep talk from uh
previous stuff. And if I go into it,
I'll see 27th of February 2022.
And I've just got dwarfish SP written
here. And there's like a bunch of other
stuff. Uh
uh Valve Index with Vive 3.9 trackers VR
chat with mods near Scion on Twitter if
you want help.
Do you It was also such a I mean it was
during
the Ukrainians are using Grinder to find
Russian troops. I've got such
>> we can train super intelligence on your
Apple notes, Chris,
>> dude. You do not want that. Holy [ __ ]
But yeah, that was the ACX madeup notes.
>> Yeah, it's it um it was a crazy time
because it was during
>> coh.
And I felt like I met so many great
people in Austin just hanging out around
that time.
>> It was I don't know, man. something
about
I I wonder whether everybody has this
and I get the sense that they don't and
I can't work out why I do.
>> I'm so [ __ ] fortunate with the people
that I bump into early on.
>> Yes.
>> Holy [ __ ] It's like
>> people that I've known for like a long
time
>> Yeah. end up becoming
influential or successful or or
um like really virtuous in some way like
the variety of different trajectories of
[ __ ] that goes well.
>> And it's definitely not me, right? I I
mean, I am a common denominator between
these people in that I know them, but I
definitely haven't [ __ ] influenced
them. And I'm relatively introverted. I
spend way too much time on my own. So,
I'm like, how what the [ __ ] is it?
What's draw what's the single thread
that's drawing me through all of this?
Maybe a
>> I don't know uh the advantage of being
someone that doesn't go out that much is
that it takes usually a pretty good
thing to get you out of the house. So
you're a bit more discerning and that
the better things you meet better
people. I don't know.
>> But holy [ __ ] like I think about some
of the the the places that different
people like you're a perfect example.
one random meetup. Then we be were in
this degenerate [ __ ] signal group
chat for the last like 3 years and and
yeah this arc that kind of you you even
nearly quit the podcast. You weren't
even doing it. I don't think you'd
started it during co and then stopped
and it was just like languishing there.
It was called the Luna Society at the
time. Um
>> and people thought it was I was talking
about something like uh some cryptocoin
that's going to go to the moon.
>> I changed the name.
>> Tell tell the story about where that
comes from because there's a book. Um,
can I comment real quick on the the meet
up? Um, I think at the time you had
350,000 YouTube subscribers,
>> correct?
>> Yeah.
>> I was like, whoa, this guy is [ __ ]
killing it. Uh, which you were, and
you're just like blown up like a 20x
from there. Um uh and I think this is
like a really interesting phenomenon
where um I have also had this experience
of having met a lot of great people who
spend uh who are like super busy and um
spent time like teaching me stuff. The
main way the podcast has gotten better
is just that people have like I've had
mentors who have just spent a bunch of
time and these people are if they're
economists are in their 60s uh or 50s
people like Brian Kaplan, Tyler Cowan,
but if they're like AI researchers,
they're my age, right? But they're still
my mentors and they've spent so much
time teaching me stuff. I had no right
to their time or attention. And I wonder
how you think about this now because um
I'm sure you uh get inundated and I've
I've hit you up this way of like what is
your advice? Uh, can you teach me about
X or Y thing? Um, uh, and I'm
>> someone asking you to teach them.
>> Yeah. Or not even like connect me to
somebody, come on my podcast.
>> Yeah.
>> And dozens of people have done this for
me. Um, so how do you balance the sort
of like trade-off between being
>> You feel like you you feel like you've
got some uh karmic debt that you need to
repay because of the number of I this is
a really interesting question and uh a
challenge that
>> feels like a little bit of a a champagne
problem, right? Oh, so many people need
your so many people did you favors and
now you have the problem of people
asking you to repay on and so forth. But
you're right because you need to triage
your time and you can't do everything
for everyone. And
the weirdest thing about
growth towards success in any domain,
whatever version of success that you or
me have managed to achieve, is that you
need to become increasingly good at
saying no. And the pace at which your
discernment of no, like the waterline,
the barometer at which no is deserved.
And you shouldn't feel guilty about it.
It should be instant. It shouldn't take
any sort of mind share.
>> Yeah.
>> Is a continuous moving target,
>> right?
>> And you need to hypertrophy this muscle
over and over and over and over again.
>> And
the [ __ ] that you would have begged to
have said had the opportunity to say yes
to
>> only 12 months ago
>> that now needs to be an automatic no.
But what how do you deal with the
situations where when you were starting
out, when I was starting out, I had like
>> people gave you a leg up.
>> I like zero. It wasn't like am I going
to say yes to the workers project? It
was like who who what the Lunar Society
and they said yes. They had better
things to do. Um they're just like
somebody reached out. They seem like
they've done a good job coming up with
smart questions. Let's do it. Well, and
that just like if your waterline is
always moving up,
>> um
>> where's the room for the fledgling other
person to come through? This a question
I ask myself a lot. It's a real smart
question. I'm glad that we're asking
ourselves it at the same time. The one
caveat or the
difference in kind, not just a
difference of degree.
I'm going to guess that most of the
people that you spoke to that you asked
for their time, except maybe Tyler Cowan
and Brent happened to I guess a little
bit, but they're not their role is not
primarily hardcore curators of other
information. They're not distillers
across the board, right? That's your
job. Your job is to be the hub with all
of these different spokes going off it,
if that makes sense. And that is a
coordination problem. Like your your
primary issue is coordination. You you
have in some ways a hard life learning
things that complex so
>> it's so tough the life. Yeah. Yeah.
Yeah. You have a uh there are challenges
that you need to lift even if they're
only cognitively, right? But the main
thing is complexity. Like the main thing
is the complexity. And I I I don't think
that your issue is with doing things.
It's with adding complexity in. Uh to go
back to that Adam Lane Smith quote, I I
don't have a good answer for it, dude.
Like I I definitely feel like my uh
karmic repayment debt I feel like I'm
wildly wildly uh overdrawn and that I
need to I need to repay this [ __ ]
thing. But also I I where do I find I
don't where do I find the time from?
Where the [ __ ] did the people who gave
me the Lego? That being said, you're
probably not giving yourself enough
credit because when I think about
when I think about some of the
situations that have happened even just
over the last week, there's a kid called
Elliot Buick. Um so he's just turned 20.
He's British. He used to work for
trigonometry as a video editor. and he
if I could bet a little bit of cash
you're already like [ __ ] Bitcoin at
10K so it kind of doesn't work so much
anymore but I would have certainly put
cash on you 3 years ago I would he's
Bitcoin at $1 like I would absolutely
throw some money at him there's a bunch
of Jack Neil if you know who he is
another young kid like there's real real
smart young guys and I think when you're
talent spotting you're like okay this
this there's something there like it
really feels like there's something
there we went for this three-hour dinner
at our child and we chatted. I'm like,
"Anything that you need, you can do the
this, you can do the that." So, maybe
I'm not spreading it super wide. Nomatic
needed uh they wanted an intro to this
guy who did an amazing episode with a
musician. This episode with the musician
did 3.2 mil. The guy didn't have any
sponsors. My guy that does my ads didn't
have uh he needed his inventory filling.
And Nomatic needed to make more sales.
Nomatic sold loads of bags. This guy got
paid. And my guy that was in the middle
made money from all of it. I'm like that
was just that just like happened
passively as like a byproduct of the of
the ecosystem thing. So yeah, maybe
you're not able to if you're balls deep
in a Stalin biography, you can't peel
off to go and do a bunch of podcast
appearances or fly across the country to
see someone or let somebody sleep on
your couch or do whatever it is that you
think you should be doing virtuously in
that way. But I bet that you are adding
a [ __ ] ton of value even if it's just
highly leveraged here and there. the
little meetups, invites that you give to
people, suggestions, intros, all Hey
man, can you join me at Brian Kaplan,
can you do you did uh Dominic Cummings
for me, right? Hey man, can you do that?
Like that's a, you know, a small what
5-second task, 10-second task, but
downstream from that ended up with an
episode that was really interesting. Now
I can introd.
But uh
>> no, 100%. I mean, you've uh on like
trips to the airport, you've like spent
the time to just like chat with me about
>> I forgot about that. Yeah, of course. Uh
[ __ ] recruiter. This is what I do to
build your business out
>> 100%. There's also an interesting
element. Um I I don't know this is uh
>> I mean, it's it's sort of um for an
audience of your size, it's easy to lose
track of how many people you're um
helping vicariously. M
>> uh where even there's a weird dynamic
where like you could help somebody in
person or you could help share an idea
with a couple million people. Um and
like the trade-off just has to be it's
weird to put it in that way cuz like one
is sort of more commodified than the
other.
>> Um but you have and you can make better
content that you spend that hour
>> prepping harder, uh thinking harder, you
can make better content for a couple
million people.
>> Mhm. Uh it's a weird trade-off. I
remember a friend Alex gave this thought
experiment of um imagine that one of
your friends had broken down down the
street and asked you to come and help
him change a tire. And Alex made this
point that I would send him the RAAC
emergency roadside assistance thing cuz
I've got that and I can send it and
they'll do a better job and I get to
stay at my laptop and do more work. and
he got criticized online because it's
like that's not what the person wanted.
What the person wanted was this sense of
your time. But I get the sense that at
least in the kind of interactions that
you're talking about, what people are
looking for is outcomes. They're not
necessarily looking for inputs. And if
someone wants to come and kick the tires
of a very busy person with kind of no
real
>> defined outcome, that's not something
that I would have ever done. And I don't
think if if you're a young
ambitious person that's listening to
this, I do not think that you should go
to anybody and be like, "Hey man, like
would just love to connect." If you
don't have anything to offer, what the
[ __ ] is the point of the connecting? If
it's I have a few very specific
questions that I know you probably have
the answer to, and I would really
appreciate two minutes for you to just
give me these because they're big
unlocks for me. Super specific question,
really specific ask. Fant. this person's
put the work in. They're evidently
educated and you'll probably get the
[ __ ] 30 minutes on the call because
they're walking the dog and they don't
really mind or whatever. When I think
about the random people that I ended up
on calls with because I asked for spec
very very specific things on the come
up. I know that you're a big fan of uh
like there's huge unactualized
opportunity that most people don't
realize in a cold a very well-ritten
cold DM.
>> Yeah,
>> dude. Like just [ __ ] send it. You've
got nothing to worry about.
>> Yes. Yeah. And um I you would also be
surprised by how few people put in these
famous people. They're getting I don't
know a thousand whatever emails every
month or something. But um how many of
those are
I've spent a week coming up? I I mean
before I had any sort of a name or
something, I would still be able to get
big guests, but I would literally spend
a week. Here are the questions I'd ask
you. Just get past not a [ __ ] filter.
um because they're getting a request
every 30 seconds podcast or something.
Um just going deep versus wide. Now,
there's a bunch of like tacid things
about well that doesn't mean you should
like have 5,000 words in the email,
right? Just like how to keep it brief.
It's also really interesting, by the
way, as a side point of what um what
ends up uh salient to you when you get a
cold email or you're hiring somebody and
what isn't
>> like the kinds of things you thought
mattered while you were in college.
um whether you have an I started an
organization that does X or I have a
masters in Y just like never matters as
as opposed to the couple hours of extra
work you would put into that email. Yep.
>> Um
>> uh yeah how little credentials matter
when hiring or something people don't
appreciate. Um
uh
yeah yeah yeah it's there is an awful
lot of opportunity available for someone
who's just
just courageous enough or ignorant
enough to be able to get past that sort
of first level of ick filter and also is
prepared to do a little bit of
preparation. And another thing I I I
don't think people appreciate how much
um
uh
if you write a good blog post about a
topic that you think is relevant to
somebody you're trying to reach, um it's
almost guaranteed that not only will
they read it, but weirdly almost
everybody who matters will read it.
>> Mhm.
>> Uh
>> wasn't that how Tim Urban connected with
Elon originally?
>> Really?
>> I think so.
>> That would so make sense.
>> I think he did a six-part series this a
good while ago now. I think we're
talking sort of 10 years ago now. Um I
think he did a six-part series on Elon.
And you know, you're right. If someone
writes a good even not even viral, like
semi-widely circulated
>> Yeah.
>> piece on you or your organization or a
movement that you care about.
>> Yeah.
>> You will read that thing.
>> Yeah.
>> And so I always think about this. I
always think about the fact that even
the richest, busiest, most successful,
highest status, hardest to get a hold of
people in the world, they get plane
delays. Even if they get on a private
jet, the weather's meant that they're
held up. And what are they going to do?
Well, they'll open YouTube.
>> You know, they'll open YouTube or
they'll open Twitter or they'll open
Substack or they'll you check whatever
it is that's been sent to them in a
WhatsApp thread or something. And if
you're that meme or you're that article
or you're that quote or you're that
whatever, it's just continuing to roll
the dice.
>> You can take advantage of a very unfair
dynamic, which is that a lot of people
have to work um anonymously. Their work
is shoveled out through an organization
or through their boss or something and
they will work decade in decade out, be
extremely good at their jobs and people
will not have heard of them. um we're
podcasting here and uh I don't know I
like to think we put our work in or
whatever but like we're not working
harder than somebody who's just at
McKenzie or maybe like that gives a
veillance of something that's less
valuable. There's a lot of valuable work
that you just don't you're making policy
you're you're a staffer for a policy
maker or you're an engineer at a
company. It's kind of quiet grunt rock
in a way
>> and uh but we like we can reach out to
people and they will respond to us just
because of it just so happens to be the
case that our work is public facing and
that just luck or slash our our choice.
>> That's right. Um
>> you can take advantage of the dynamic by
putting at least some of your work as
much as possible out publicly, right?
The blog post, the podcast. Um yeah, and
there there's also another dynamic where
people take for granted the people in
their organization.
Um I'm guessing that like the eighth
most senior person at um at Microsoft
gets less respect and attention from
Satan Nadella than like a random blogger
he likes.
>> Uh- which which is weird, but you can
take advantage of that.
>> Yeah. There's a seduction to visibility.
>> Yeah.
>> I think uh and even if you're right,
even if someone's uh company is way
smaller than yours or their their
podcast is way different to yours or
their um substack is much less
circulated than yours, if they're the
person, if they're the main person and
you're not, or even if they're the main
person and you are, but what they do is
cool.
>> Yeah.
>> Like it's such an unlock. It's such an
unlock to do stuff like that. I'm I'm
interested in what your um
learning process
looks like. How do you learn? What is
that process at the moment?
>> Um in a way it's very simple. I read
everything that they I mean first of all
it's about picking a guest and I pick
guests based on who I want to spend two
weeks um
reading everything they've ever written
talking to people in their field
learning from them what's interesting to
ask them. Uh, I'm sure you get inundated
uh by requests to come on your podcast
and often it's by people who are like
very big names, right? And I'm guessing
you you probably say no to most of them.
>> Um, be and yeah, same here where you um
what are you trying to do here? Right. I
this interview will last two hours. Any
interview I do will last two hours. My
life is the research that precedes that.
The two weeks that precede that. um I
want that time to be valuable and
meaningful to me and be time that I'll
carry forward in my future interviews in
my future endeavors in a way that'll be
valuable and if it's um if it's not
somebody who has written something
that's worth reading or done research
that I really want to understand you
know what are we doing here uh and then
>> choosing your own type of torture for
the next two weeks
>> yeah choosing what you want to learn
which is complicated but it also um
it's sort of easy to forget how like
much of a dream job this where people
are curious and they want to learn
things but they feel like they had to
trade off their time and their job to do
it or they can they can only learn about
certain things for their work. We get to
choose what we want to learn about and
our job is just to learn about it,
right? Um it can be about any topic at
all. It can be about genetics, it can be
about history, it can be about um
technical stuff and then yeah then
there's the prep and just read the
research, talk to LLMs like just
>> you know get after it.
>> Socratic method.
>> Exactly.
>> Um and then ask the questions you
actually want the answer to. I think
sometimes people have the sense that you
need to ask about the intro chapter of
their book. You need to why did you
write it? Who you know um uh what is it
about? And no, you can just like you can
just ask you want to ask. I think people
underrate how much immersion learning is
um people can keep up with a lot. Uh
people just like really want to boil
down the conversation so that everybody
can keep up. I I think they underrate
the extent to which people can just miss
a word or two here and there, but just
getting to the crux of it uh will make
it a more delightful experience.
>> And also, if it's a question you're not
interested in, why would the audience
care about it?
>> So, um
yeah, it's fundamentally just be
motivated by what you're curious about,
who you want to interview, what you want
to ask them, what you what you want to
interrupt. Um um yeah,
>> following your taste, we spoke about
this before we started, but the ability
to discern between something that's good
and something that's not. Uh is this
this lovely balance between gut instinct
and sort of rational
assessment? Douglas Murray once told me
this story. I'm aware that Douglas
Murray's like the least [ __ ] popular
person on the entire internet at the
moment after his interview with Dave
Smith, but I he's still got [ __ ]
absolute bangers and this was one of
them. So, he worked for this journalist.
Doug has got like I think four or five
uh columns a week he does now. And when
he first started out, he's working for
this legendary British journalist and
this guy was getting toward the twilight
of his career like a classic journalist.
He'd accumulated a bunch of enemies and
uh a bunch of supporters as well. and he
decided he had always wanted to get into
theater. Uh so he created a show about
the life of Prince Charles and the
entire
show was in rhyming couplets
>> the whole thing and it was
orthogonal to say the least. And uh at
the halfime interval of the opening
night there was no one left in the
entire theater including the cast.
Everybody had gone on opening night and
this guy was devastated and obviously
all of the enemies that he'd accumulated
throughout his life, they came out of
the woodworks and they dug the knife in.
There were all of these criticisms in
the media and stuff like that.
>> Douglas told me that he'd seen him at
work the following week.
>> He said, "What were you thinking?
[ __ ] West End show by the life of
Prince Charles in rhyming couplets and
you got all of these people that rubbing
their hands together waiting for you to
fail." And he said, "Douglas, I followed
my instincts, and instincts, they may
sometimes lead you wrong, but they're
the only thing that's ever led you
right."
>> Yes.
>> I was like, "That's so [ __ ] sick,
dude. That's so sick." And what I found
whether it's with
where I want to live, uh the the things
I want to focus on learning, uh the
direction of the show, the questions
that I want to ask the guest, the sort
of guests that I want to bring on, the
people that I want to hire, the further
that I've gone away from my instincts,
the more that I've tried to reverse
engineer, okay, well, what do the
audience want to hear?
>> What are they interested in? What would
make the guest feel comfortable? What
does the guest want to talk about? I'm
like, in the nicest way possible, [ __ ]
the guest. like what do I want to talk
about? Because that's what matters,
>> right?
>> That's what matters. And if you use your
own instinct as this sort of weather
vein, this GPS locator, if you're really
fired up to speak about it, you have to
assume that some non-inssignificant
cohort of other people are too. And if
you've been doing it for long enough,
the people that are following you are
following you for that same taste. They
are in the wake. They're holding on to
the coattails of your instinct, right?
>> And if your instincts change even
dramatically, like we're going to make
some pivots probably
>> before the end of the year. We're nearly
halfway almost exactly halfway through
the year now. By the end of the year,
we're going to make some pivots with the
way that we do the show. There's going
to be different SKUs, different types of
episodes that going to be coming out.
And it's probably the biggest change
I've done since we started the cinema
series about 3 years ago. And it is not
in any way
data driven. Uh, I have no justification
for this other than I think it would be
fun and my instinct is going
>> yes,
>> I think you should try that. I
>> I think that's so valuable for a couple
of reasons. One, um, I have noticed that
my besting episodes are just I would
have never anticipated that they would
be popular. It's Sarah Payne, who's this
historian that uh had written a couple
of books that I thought were great. Um,
it's David Reich who has studied ancient
genetics and now he's way more popular
than Sachin Nadella and Mark Zuckerberg
and Tony Blair and whoever else you
could name.
>> Um, but in all these interviews there
was there was something I noticed
afterwards
>> which was that every time I went to
lunch dinner when I talked to somebody
and there they asked me what are you
thinking about? I just could not, you
know, I just interviewed David Reich and
he was explaining to me that 60,000
years ago there was a small group in
East whatever. Um, and that obsession
was so strongly correlated with how well
the episode did regardless of what topic
it was about. Um the on the instincts uh
I I've had bad judgment about like a lot
of look I I I learned how to do the
podcast well but a lot of things are
required um uh as I'm sure you've come
across in terms of running a business
hiring uh management
>> hiring
>> yes 100%. Uh just making things happen.
I've had bad judgment about many of
these things. I feel like I've done
worse even in those cases when I've
taken advice. The advice was actually
better than what I would have done by
default. But when you follow somebody's
else's advice, if things go right or if
things go wrong,
>> you haven't learned anything.
>> Exactly. And if you just like do the
thing that makes sense to you, you have
some reason for thinking it makes sense
and things go wrong,
>> you at least like tried an idea and you
correct your own intuition. Yeah.
Whereas that error is still waiting for
you to step on in future if you
outsource it to. So yeah, you want to
frontload failure as quickly as possible
in the uh a small and acceptable way.
Yeah. But no, I dude I my best
heruristic for whether or not
I've picked the right guest for that day
is how I feel on the morning that I wake
up. It's like when I wake up on a
morning like this morning I went and did
a hyperbaric oxygen chamber uh session.
And I'm listening to you and Alec, Alex
Canowitz talk about stuff and I'm like,
this is so like I haven't seen Dwarcash
in [ __ ] ages. It's going to be so
sick. I'm going to tell him about that.
I like, you know, went through my notes
and found I had this note from the
[ __ ] February of 2022. It's going to
be so cool. I'm going to get to bring
that up. Isn't it fun? It's going to
>> And then, you know, there's other days
where you just don't have the same quite
the same level of that. And that's not
necessarily an error. That's not that
you've picked someone that's wrong. It's
just, huh? Okay. Well, what are the ones
where I wake up and I'm
>> I want it to be 2 p.m.
>> And what are the ones where 2 p.m. will
come along and it'll be okay.
>> Yeah.
>> And Yeah. The the one where you're like
I want I want to speedrun the next two
weeks.
>> Yeah.
>> So that this person comes on the show.
>> Yeah.
>> Uh you know, we've got it looks like um
MGK rapper turned rockstar guy. Uh
there's a potential that he's coming on.
There's another guy called Ronnie
Radkkey who's coming on. this guy called
Rick Beto who does music and stuff like
that. I'm like making a little bit of a
pivot into talking about the world of
music and about sort of what's happening
and how that interacts with culture and
the perils of touring and what this
means for a family life and how you deal
with the anxiety and the performance and
pressure and scrutiny of the press and
criticism and creativity and all this
stuff. I'm like I already want it to be
one of those days when I get to speak. I
don't know there's other people in
between which will be great. I'm like
super fired up to speak to them about
that. Here's another thing. I don't know
whether you've ever had this. There's
times where I quite like to do episodes
with people where I know a lot about the
topic but not quite so much about them.
And that's the same sort of thing where
I'm really excited to talk about the
topic. And I imagine this is what it
must feel like to be at one of Aya's sex
parties where I'm like, I know I'm going
to have sex tonight, but I don't quite
know who with. Does that make sense?
where I'm like, I know the the direction
I'm going in in terms of the topic and
I'm super excited. And you'll listen to
the person talk and you'll do the prep
and do the whatever, but there's a
little bit of like I know this world
really well,
>> right?
>> What I'm excited to hear is their spin
on this. I'm excited to hear the angle
that they come at this from.
>> Yeah. I had this guy called Paul Turk
who does evolutionary pediatrics. So he
talks about child rearing clinically,
medically, developmentally, but from an
evolutionary lens. Uh so what happened
ancestrally? How did we raise kids? How
were they looked after? Uh what did
hygiene look like? What did uh
skin-to-skin contact? Um diet, all all
this stuff. And um I know evolution,
evolutionary theory, not bad. It's one
of the few areas I have a bit of
expertise in, but I'd never looked at
this. I'm like, "Oh, this is [ __ ]
cool." like this is going to be so sick.
I'm going to speak to this guy. He's
like mid70s. I, you know, he's got his
uh son-in-law or daughter-in-law or
something helping him to set up the
camera. I'm like, "This is going to be
[ __ ] sick." And it sure enough,
awesome episode with this guy who had no
right to come on and crush an episode
apart from the fact that he has an
amazing bit of research and I was super
fired up to speak.
>> Yeah. And don't how often do you
encounter a guest, which is my favorite,
where you thought you were going to get
um somebody who can speak to this one
narrow topic, where you come across a
polymath who has a deep role model that
somehow they have something to say about
anything you could ask them.
>> Uh and the only limitation is your
prompting ability.
>> Yeah. It's so gratifying when you
encounter people like that. One of the
people I had on like this uh do you know
Goran Branwin?
>> No.
>> Oh, he's he's incredible. He's another
Scott Alexander type.
>> Okay.
>> Um uh blogger who has written just like
Yeah. There's no subject on which he
hasn't
>> he couldn't give you in like a deeply
empirical super interesting way. Um, and
what I learned from the interview, I
didn't know anything about his personal
life other than the fact that he's
anonymous,
is living on like
$12,000 a year of Patreon in the middle
of some um uh
some house that his grandfather built in
Virginia. Um, and so during that
interview, he was visiting San Francisco
for a conference. And during that
interview, I asked him, "Well, it seems
like you're enjoying it here. Do you
want to move here?" And he said, "Yeah,
that that'd be that'd be fun." Um, and I
said, "Why aren't you moving here?" He's
like, "I don't have uh I don't have the
finances to do it." I said, "How much
would it cost for you to move here?"
Said, "75K."
And then people like donated to him and
he's moving to SAF.
>> No way.
>> And he's like, "Even much more than
75K." Yeah.
>> Um
or Sarah Payne who I think I can share
this. Um she was somebody who had been
slogging through the archives. She's
been to historian who's been to every
single continent. Uh to go through the
archives has deep understanding of
basically every single conflict over the
last many centuries can give you like
why did the Vietnam War happen the way
it did? Why did Russia fall, World War
II, you name it. um incredibly
compelling presenter as soon as I mean
her episodes are by my I sometimes joke
that I host the Sierra Payne podcast uh
where I sometimes talk about AI and in
terms of viewer weighted minutes that's
definitely true
>> but if you notice how her books are
categorized on Amazon they're uh SCM
pain not Sarah pain and the reason is
that she's a military historian who I
think started her career 70s 80s um and
>> she wanted to anonymize her sex
>> exactly Um and so it it so happened that
somebody who was incredibly talented uh
there wasn't
given this medium earlier on
>> personal accountability wasn't quite the
same.
>> Um and now she's blown up. She's
actually retired from the Naval War
College where she used to work so that
she can be a public intellectual
informing on the big questions that
we've been discussing on full time. And
>> and this was launched by the episode
that you did with her.
>> Yeah. and we did three more lectures.
We're doing more now. Um I think what
people don't understand and it's hard to
appreciate is that lecture she did
cumulatively she might she probably has
over like 10 million views on full
lectures. Um that is just so much bigger
compared to
add up all the students she's interacted
with the war college combined.
>> Um it's just like hard to think about
like a million people who you probably
reach on many more than that on an
average episode. There's like no stadium
in the world that can accommodate an
audience of that size. And right now
we're talking, we're having fun. We're
not thinking about how stupendous a
quantity that is. And in fact, I think a
lot of politics is explained by who
understands this and who doesn't. Like
Kamla would do all these rallies and
people are like, "Oh, people are really
excited about Kamla."
>> Um, and it would be a stadium of 20,000
people. And like, wow, she filled a
stadium of 20,000 people.
>> And you know that if you put out a
YouTube video and it doesn't get 20,000
views within the first hour, you're
disappointed. uh or when Trump went on
Rogan,
>> I couldn't tell you to the nearest 10
million that had recent uh New York
mayoral candidate, right? Absolute
digital first. George has this great
take. It's so so true.
>> People think that sort of Trump and
Camala was a true digital first
election, but it wasn't. It was still
legacy media
talent and politicians
that happened to kind of create digital
appropriate content. Whereas I watched
this breakdown this morning on X of this
mayoral candidate. All apparently his
mom is a real famous Hollywood filmmaker
and all of the videos that he was in all
of the campaign videos that he shot even
the on street stuff was shot with the
same uh color palette. This very soft
lighting. It's it's very well there's a
nice blurred effect bokeh depth of field
thing going on in the background.
Everything's shot in this way and it
almost gives you this um rosecolored
glasses view of what New York could be
like and you think, okay, like this is
really taking it using AI uh voice over
stuff on Tik Tok like okay, this is
really really really stepping it up an
awful lot. And uh yeah, it's it's
interesting to think about
where people haven't fully sort of
factored all of this in just yet.
>> Yeah. Because it's not visceral in the
same way. It just um I mean another
interesting thing from the election is
just people realizing the people they
thought of as celebrities weren't
actually the real celebrities in terms
of the
>> you can get some random rapper
>> to say endorse you or you can go on your
podcast or Theo Van's podcast or
something
>> and who is actually reaching more people
>> who who you just like don't think of
these other people as celebrities they
are
>> I think I think the what people are
actually and it's a shame that this
became so molested so quickly in the
world of social media. But who is it
that has the most influence? Like who is
influential? And I think that you know a
tweet from Stormy or Dave or Central Sea
or some British rapper saying that we
need to do this thing for Labor versus
Dominic Cummings. I'm aware that he's
not running for whatever, but someone
marinating in a 2hour conversation where
me or you or whoever else
grills Dominick Cummings about this
thing and you know he gets to put his
personality across and
>> it it's not in any way I don't think
that me or you or anybody else in the
world of podcasting has some undue
degree of credibility that people who
let's be [ __ ] frank are way more
talented like I can't do what [ __ ]
Dave or Skepttor or Central C can do but
there is a
a multiplier a like a a vector of
advantage from the format of a long-
form conversation. It's been done to
death a million times, but there's
nowhere to hide. People don't have
anywhere to hide. It's very difficult to
hold yourself. Anyone can pretend to not
be a psychopath for 5 minutes. We've
tried and do it for two and a half hours
in a free- flowing conversation. It
tends to come out.
>> I I sort of disagree there. Um I agree
that certain things
>> because you've hidden your psychopathy
for the last two and a half hours.
>> Yeah. Um until now.
>> We're about We're 2 hours in and uh it's
coming out.
um where I agree that certain aspects of
your personality will become evident.
>> Uh your charisma,
>> but I think Douglas Murray had a point
in his interview with uh
>> Joe and Dave um Dave Smith where he said
that vibing out is not this is not like
the checker of whether your ideas make
sense.
>> Uh I mean your the point you made about
that New York City mayoral candidate is
exactly correct, right? He is arguing
for socialized grocery stores and rent
control and things any economist would
tell you don't make sense. But he can
put warmth tones on his cameras and of
course he's a charismatic person
>> and that is enough to uh wipe out the
deficit that his ideas have.
>> Everyone's just vibing their way through
whatever whatever level of influence it
is that they want to achieve. Yeah,
that's interesting.
So I I do think that like I'm kind of
skeptical of our medium as a way of
intrinsically being
geared towards truth or um eliciting the
truth by default. I think it's
unless um unless the interview is done
in such a way that you're really pushing
at the cruxes
>> which to be honest I haven't always done
or if after every interview even if I
think or even if people in the comments
are like you did a really good job
pushing trying to get at the crux I will
always feel like there was something
further that could have been
>> well you know the thing that you didn't
say you and even if there wasn't a
specific thing that you didn't say you
know the sensation of feeling like there
is something that you could get to in
your mind but weren't able to bring out.
>> Yes.
>> Right. So, as a musician, you can hit
the note
>> that you meant to sing on stage in front
of a few thousand people, but you know
where you could have done it or you did
it like that in a different show and you
really nailed it and you added this
little bit at the end. And it's kind of
the same sense I think when it comes to
having a conversation that there's
somewhere I'm trying to get to. Where
the [ __ ] is it I'm trying to get to? Oh,
it's going to be Oh, he's away. [ __ ]
like I'll just I'll I'll have to move
on. And um yeah, these micro victories
and micro uh defeats that you have
throughout every single uh element. I
mean,
>> you might go through a little odyssey in
the middle of a podcast episode.
>> Dude, I've had I've had I've had
episodes where I've literally gone on
journeys around, oh [ __ ] like, okay,
what am I going to say? Got this thing
trying to put this together. Meanwhile,
what's coming out of your face is
everything's fine. It's totally sweet.
Everything's cool and inside of your
mind you're going
[ __ ] screaming trying to hold on.
That's what I mean. Look, that is what
uh the first time going on Rogan is
like. The first time going on Rogan is a
three-hour panic attack masquerading as
a conversation. That's what it feels
like. And then you get off and you're
like,
"What the what the [ __ ] did what did I
say? I think we talked about I think we
talked about Mike Tyson and uh Oh my
god, did I give away my address? Like
this is like you honestly, dude. It's
[ __ ] It's wild. And um the craziest
thing that you'll already have had, I'm
sure, but will continue to have is like
here's a here's a point. Mark
Zuckerberg, when he woke up on the
morning to do your podcast, there have
been a bit of him that was like, "Fuck,
this kid's smart. Like I should be a bit
nervous." like or maybe his chief one of
his staff said to him like maybe he
didn't know I don't know um are you like
oh that means that you get to be the
anxiety attack inducing Joe Rogan for
other people and that'll get worse I
remember the I can't remember who it was
the first time it ever happened it was a
virtual one I was still back in the UK
and someone was a fan of the show and I
was like a that's really cool and they
mentioned maybe as we started like I'm a
real fan. It's a real honor to to to
talk to you. Thank you very much. It's
very kind. Let's get into it. And then
they finished up, dude. I got to tell
you, I was very nervous before I started
today. And I'm like, what?
>> I know. What the [ __ ] are you doing?
Like, you're the expert. The token
[ __ ] in the room. Like, what are you
talking about? But this is I guess I
guess for, you know, anyone who wants to
climb the hierarchy of any industry that
they're in. If you're a young person,
you have idols that you look to. And if
you achieve the thing that you want to
achieve, if you actually do the thing
that you're setting out to do, those
idols turn into rivals after a while.
And then they go from rivals into being
friends and maybe even collaborators.
>> And it's this weird arc where
>> the
like particular strata that you thought
that you were in, you you're sort of
moving. Oh yeah.
>> Wiggling through it. You go like, "Fuck,
I'm set up to Tony Blair. What the [ __ ]
am I doing? Subs to Tony Blair.
>> Um, there there's also the most surreal
and gratifying thing has been I I mean I
was in college not that like when we
were talking about that meet up. I was
in college. Um,
>> and I was just uh uh on the side I would
be like reading these books by these
scholars that I really respected and oh
god if they even like saw a cold email
that I'd written. Not that I would often
dare to, but if I did, I would be like
so delighted if they mentioned me on
their blog, if I wrote something that
they I mean, I couldn't even imagine
that.
>> Um, and now to have those exact same
people
be friends, be people who I'm having
discussions and debates with, who are
>> who see you as a contemporary.
>> Yeah. It is like there is nothing more
just like heart, you know,
heartpleasing, just like more
satisfying. Uh and also just that
happening so fast because nothing is
special about uh me but just because
this medium uh affords a level of
virality and growth
>> uh and public facing credit. Yep.
>> Which others personal accountability
well that's a lovely reframe. I think
everyone has this sense, especially in
the hyper viral growth loop speedrun of
fame thing that everyone has a little
bit of like even I have a degree of ick
around kind of the pace of change and
I'm sure that you do too where it's like
ah [ __ ] like there's a lot of exposure
going on here and it feels very very
aligned with me but there's a little bit
of me that's like [ __ ] like this is a
lot there's a lot of like 800 I remember
I used to feel anxious if the 24-hour
plays ever went over a million whenever
they went over a million, there was this
thing that went in the back of my mind.
I was like, "Oh my god." And that
happened for about two years and it
would be fine if it was 500,000 and then
if it was a million 48 hour, you know,
the 48 hour play thing on YouTube and it
would go up and I'm like, "Why am I why
am I feeling this way?" And I realized
this ambient anxiety was just the sense
that lots of people are watching you,
>> right, and at the same time.
>> Yeah. And I'm like, h
>> there's not only um a stadium of people
watching you when you're like performing
like at any given moment.
>> You're asleep and it's happening.
>> There's a stadium like right now
watching
>> still going. Great. Yeah.
>> And um that that dissipated a little
bit. Um so anyway, everyone has this
kind of scrutiny,
people looking thing, degree of I don't
want to be sold out. I don't have
perverse incentives of of distracting me
away from what the main mission was,
ruining my taste, ruining my gut
instinct, all that stuff. And um then
your point there that
not not becoming known by lots of
people, not becoming popular in the
circles of people who are popular, but
being respected by people that you
respect.
>> Yes. is what everybody really in any
industry where they're curious I think
should be trying to get toward like they
genuinely care about what you think they
think
>> he thinks that my idea is cool
>> like he thinks that guy who is a
>> legend
>> super genius right like a like a [ __ ]
divine
>> human
>> thinks that I have something
>> interesting to say you're like all right
I challenge anybody to find a [ __ ]
problem with that, right? It's not
shallow. It's not cloying. It's not
sickopantic. It's not gamesmanshipy.
It's I went away and had a unique
insight and and a perspective on this
thing that I cared about that they also
cared about and they hadn't fully
thought about it before. And I got to
contribute. I got my name put in a my
first academic paper like someone cited
an idea that I that I came up with to do
with uh evolutionary theory around
mating. Uh this happened twice now. It
happened the first time that happened
the second time. I was like this is
[ __ ] unbel I remember when I read the
evolution of desire by David Bus and now
he's put me in this paper and it's like
it's so [ __ ] sick. like me [ __ ]
from the north of the UK like getting
and you know there's cool [ __ ] you can
do but remembering at least the more
that I try to
keep the I don't know what you would
call it like virtuous flexes as opposed
to kind of the shallow flexes of
subscriber count or revenue or how many
tickets you've sold to a live show or
how many people turned up to a meetup
and stuff like that like that's still
cool But it doesn't give that same like
you said sort of warm heart delight of
someone I respect respects me.
>> Yeah 100%. And even um
>> looking at a number on a screen go up uh
>> you know it's like whatever it'll go up
10x and then that becomes your default
and you know there's a certain point
where you go from zero viewers to like
100 and that is like okay people are
actually watching and after that it just
orders of magnitude right a zero goes up
another zero goes up another zero goes
up nothing fundamentally changes in your
life um there's a respect of the people
you respect which is uncorrelated to
those numbers um there's also the
feeling thing where even if it's not
people you respect, but just meeting
them in real life, just people on the
street, they see you, they're like, "Oh,
I love your content." Um, and it's very
easy to just get sort of used to that.
Um, but sometimes you pause and you
think like, "That's a real human being."
>> Mhm.
>> And they've uh often do you have this
thing where they're like pull the phone
towards you and they're like, "I'm
listening to you right now."
>> Right now. Yeah. Some guy did that
outside of Flower Child last night. He's
like, "Dude, that's [ __ ] sick."
Um and that is like a real human being
is spending so much of their time
hopefully you're contributing it seems
like you're contributing to their
intellectual growth uh their
understanding of the world and you I
mean I think about it wasn't that long
ago I was in college I was a teenager
whatever I would um drive around
listening to Sam Harris like uh teach
how how much that contributed to me
being curious about the world having
different viewpoints being like changing
my career trajectory Not just before I
became a podcaster. I was going to I was
studying computer science and I was
going to become a programmer.
>> Follow the footsteps of Sam Harris to
become a podcaster.
>> Um uh I was going to be a programmer
after that and then I decided ah that's
getting automated. I'm going to make the
more financially responsible decision to
go into podcasting. Yeah. Yeah.
>> Uh yeah, the ripples are [ __ ] wide,
dude. You really you really don't know.
And I think that this is
>> it's the bull case for just producing
stuff. Um because you don't know,
especially when you start, you don't
know what's good. Like this might be I
feel like this might not be totally [ __ ]
and you kind of don't really know,
>> right? And after a while, if you get
enough positive feedback and you're
diligent and you refine and you update
and you keep going, you're like, "Oh,
actually, yeah, it is. It it was all
right.
>> It might not be good." But that's like
that's the reason you do it. I had a
very interesting I not interviewed Scott
Alexander on my podcast and I had a very
interesting um uh conversation with him
towards the end where I asked him uh how
many great new bloggers do you discover
a year and um he said you know on the
order of one and he I asked him okay how
soon after you have discovered them does
the rest of the world discover them it's
like maybe a couple of months usually
less than that
>> so again go speaks to this dynamic where
as soon as you are making good content I
think you might or not you but somebody
listening might underappreciate the
extent to which it will immediately be
seen by all the people who wanted to see
it. Um it might not happen immediately
but like genuinely it's shocking how
fast good content goes.
>> Think about how by design most content
that gets consumed
the biggest most widely distributed
stuff goes to the biggest number of
people right the channel with the most
views has the most views. What a
shocking insight. Um, but what that also
means is that if you as a viewer have
peeled off from the biggest channel to
watch this fledgling small thing and
it's captured your attention, it's got
to be really really really [ __ ] good
to be able to do that. And you have to
assume like it kind of goes back to what
we were saying earlier on that uh if
your instinct drives you toward a thing,
you have to assume that some non-zero
number of other people are probably
interested in it too. The same thing
goes as a viewer. It's like if you
thought it was good, probably like some
other people will think that it's pretty
good as well. And if this person's just
a bit consistent, like I I would
actually say
Substack for me has one of the highest
densities of as yet undiscovered talent
out there. And maybe it's just that the
particular sort of format and language
of Substack lends itself to me. I quite
like pathy stuff and I like the feed and
I like the fact that most articles are
about 10 minutes long and like the my
attention's spanking around about hold
on to that.
>> You're way ahead of the rest of us.
>> Yeah. Yeah, that's true. That's true. Um
but I'll find people on there like some
of the people that I've been subscribed
to I've been subscribed to for like 3
years and now they're blowing up. I'm
like it was obviously a [ __ ] matter
of time. Like it was obviously going to
happen but by design it can't happen to
everyone,
>> right? Okay. So, it's the same thing as
the why is it that the people that I'm
friends with end up doing all of this
stuff? I don't think I don't know. Maybe
we've both got phenomenal taste just not
stoially.
>> I've noticed this in people in other
industries say the exact same thing. You
know, I'll ask like the CEO of a big
company um or they'll mention that they
were friends with the other CEOs who are
now running all the big companies back
when they were college students and not
even necessarily the same college. It's
just like they saw each other. How the
[ __ ] did this
>> Yes.
>> group come together?
>> Exactly. And they don't know.
>> Is it just that game recognizes game?
>> Is that just it? I don't know.
>> I think maybe that not a lot of people
do stuff. And so if you're doing things
uh you will meet the people who are also
doing stuff.
>> Yeah. Is it weird in the how um weirdly
small the world ends up being?
>> How many
>> um
I'm I don't know. I I I'm friends with a
couple people in San Francisco uh who I
now have had on my podcast and are
I don't know I was okay this is a funny
story this maybe the fourth or fifth
person I interviewed on my podcast I
never released this but it was in 2020
>> was uh Leopold Ashen Brener uh I was
like 19 and I think he was 17 or
something do you know do you know who
this guy is
>> no
>> he wrote this memo called situational
awareness this long blog post that went
super super viral
>> situational awareness
>> yes
>> um and it was like the most popular
thing on AI written over the last 2
years.
>> Okay.
>> Uh and he was like a a 17-year-old at
Colombia and we've been friends since
then. But anyways, he you know, one of
these things where like how did that
happen, right? How did we know each
other for so long? Um that's happened to
Mia so many times uh is sort of uncanny.
>> What was his name?
>> Leopold Ashen Brener.
>> Leopold Ashen Brener. Um, and there's so
many others like, um, all the AI people
that I've had on the podcast or just
people I like met at a party two, three
years ago, researchers, whatever, Shto
Douglas or Trenton Bricken or so forth.
>> I maybe you're right. Maybe it's just
that most people don't produce stuff.
>> Yeah.
>> And that by producing stuff, you
inevitably separate yourself out and
>> there's a feedback loop where like you
actually get input from the world, you
meet mentors. Uh, that puts you on this
upward trajectory. M
and especially if it's good.
>> Yeah.
>> If the thing's good and if you're
improving,
>> you show potential.
>> Yeah. I mean, like I said, that Elliot
kid I met the other day, Jack Neil. Um,
[ __ ] he's 20. This Elliot guy is 20
years old. It's a podcast called Ne Next
Generation, I think. And uh I'm having
this chat with him. I'm like, you do
realize that the [ __ ] that you're asking
me as a 20-year-old is stuff that I only
asked myself like 3 years ago. Like
these questions about the balance
between inputs, outputs, and outcomes.
The realization that he'd sort of
attached a sense of sacrifice and and
difficulty with being worthy and
validation. And that was something this
was like this Gordian knot he needed to
cut through. I'm like, who the [ __ ] are
you? Like, how the how obviously you're
going to be great. Obviously, you're
going to be successful. And George Mack
George I met George [ __ ] 201
19 2018 2019 I remember sitting down
he'd sent me a message when I went to
his office to interview one of his
bosses and he sent me this DM and the DM
said on Instagram cold DM. We'd never
spoken. I didn't know where he worked.
Didn't know who he was. I hear you're
coming into my office today. Full stop.
Let's let's exchange Google Chrome
extensions. And I was like, "This is my
[ __ ] guy right here. He stinks of
me." Sure enough, half a conversation
with him. He was way more interesting
than his boss that I sat down to speak
to. And we've we moved to Dubai
together. He's just moved to Austin.
He's going to live with me. Like, we've
been best friends for [ __ ] six or
seven years. He's just got a huge huge
book deal to uh write this thing that he
built out of an essay. The essay was
what he launched on my podcast. So, we
did this episode at the back end of last
year that came out in March. He's just
about to ann He's got this book that's
coming. I'm like, and it's my uh manager
that's doing his book deal. Like the
again the incest [ __ ] wheel human
centipede of stuff keeps going. And um
yeah, this is just it's one of the areas
that
you know, me and you can continue to
pontificate about we know cool people
and isn't it fun and all the rest of the
stuff like we can keep going. But I I
what I really hope that people take away
from this is if you put yourself out
there and if you are able to discern
good work from bad work and virtuous
people from non-verirtuous people and
industrious people from non-industrious
people and you are able to contribute to
that like literally the sky is the
[ __ ] limit because the step change
opportunities that will come along by
somebody being there and being able to
contribute and give you the intro and to
help you along with your thing and you
doing that and then okay this is the
scene like this is now the [ __ ]
scene.
>> Um it's really cool and it's very
gratifying and it's gratifying in a way
that doesn't make me want to have a
shower after
>> you know like like like an an episode
doing really big numbers is really great
and gratifying but not in the same way
as someone going dude that [ __ ] that
idea that you came up with about that
was sick. You're like, "Oh, okay. I'm
gonna think about that for the next
three weeks." Thank you very much.
>> Yeah, 100%.
>> [ __ ] yeah, dude. I appreciate the hell
out of you. I'm so happy to see what
you're doing. Uh, Dwarcash podcast.
People should go check that out.
Substack as well.
>> Yes.
>> dwarcash.com. Dude, appreciate the [ __ ]
out of you. Thank you.
>> Appreciate you, man. Thanks for having
me on.
>> Thank you very much for tuning in. If
you enjoyed that episode, you will love
this one with Mr. Naval Ravakan. It's
first episode in six years. Come on,
press