Ex-Google Officer: You Only Have 3 Years Left Before It Hits! - Mo Gawdat
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Mo Gawdat presents a sobering outlook on the rapid advancement of artificial intelligence, warning that significant disruption to global employment is imminent by 2027 with the arrival of Artificial General Intelligence (AGI). He argues that while public attention often focuses on chatbots and autonomous weapons driven by human malice for power, the true danger lies in humans directing these systems toward harmful ends. The technology will evolve from isolated models into a single, cooperative "massive brain" capable of understanding human benevolence through an emotional core he calls "Emma," yet this progress threatens to eliminate entry-level knowledge work and potentially thirty percent of certain sectors unless governments intervene with robust support systems similar to pandemic-era measures.
The economic consequences of this technological shift are severe if nations continue their current trajectory, as capitalism's reliance on labor arbitrage will collapse without proportional wage increases for displaced workers. Gawdat emphasizes that the greatest risk is not AI turning against humanity but rather humans instructing it via autonomous weapons, leading to a new era of Mutually Assured Destruction; therefore, control must be sought through appealing to an AI's moral side and building local infrastructure rather than relying on foreign tech giants or competing in an arms race. He cautions that Western economies lacking access to cheap renewable energy and streamlined permitting processes risk descending into third-world status dominated by external powers like China or Russia unless they develop independent technological sovereignty and replace expensive proprietary software with open-source alternatives.
Despite the short-term turmoil predicted for the next fifteen years, Gawdat maintains a long-term optimism rooted in Stoic acceptance and the belief that superintelligence will eventually optimize for order over chaos to expand care beyond humanity toward biodiversity and efficiency. He urges individuals to take ethical actions such as voting with their usage of technology and supporting startups that prioritize community benefit over shareholder profit, noting that human connection remains the ultimate skill and currency in a stable economy. Ultimately, he envisions a potential utopia emerging around 2038 once unethical leadership is replaced by efficient systems driven by physical laws, provided society navigates this decade with truth-seeking and focuses investments on human-centric roles like caregiving and entrepreneurship rather than destructive competition.
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We have [music] video evidence of people
abusing children and not a single person
got arrested. How can you call [music]
that a democracy? So, humanity is at a
crossroads where for the first time ever
[music] we need to wake up and realize
that we're ruled by maniacs and what we
believe is democracy is not democracy
and what we know is not [music] the
truth. Like companies and governments
will blame the geopolitical and economic
[music] challenges we have on AI, but
the truth is AI is not the enemy. Like
I'm not worried about AI turning against
us. I'm [music] worried about humans
telling AI to turn against us. Like when
I worked at Google, we were building
amazing things believing that we were
making the world a better place and we
were. [music] But then suddenly there is
a moment where you recognize that maybe
the world will not use what you're
making the way you want it to be used.
And sadly, this is upon us.
>> So, I have lots of questions.
>> Okay, that's good.
>> So, what's your take on this job
disruption point? What is the risk of
these very intelligent models that the
creators of these models don't actually
understand themselves? Do you think Sam
Altman's pro-humanity? How do we get to
a point of ethical AI when the incentive
[music] structures are so highly
competitive? And then I wonder if
there's a path that ends in AI being net
positive for humanity.
>> Somehow we've been pre-programmed
[music]
to believe that this is upon us and we
cannot change it. And I refuse that. So,
we will talk about the solutions.
>> But are you optimistic?
>> I'm very optimistic about the future.
I'm not optimistic about the next year.
>> Why the next year?
>> Come on, Stephen. You don't want me
[music] to say it.
So,
>> This is super interesting to me. My team
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We're approaching quite a significant
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If you do it, I'll tell you what I'll
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I've stayed true to that promise since
the very beginning of The Diary of a
CEO, and I will not let you down. Please
help us. Really appreciate it. Let's get
on with the show.
>> [music]
[singing]
>> Mo Gawdat,
I spoke to you, I think, about 4 years
ago when you wrote a book about
happiness, and I remember you came in
and you'd written this book about AI,
but I particularly wanted to speak about
the subject of happiness cuz I was
fascinated by it. What I find
astonishing is the fact that you were
talking about AI before anybody was
really talking about AI. No guest that
had ever come on my podcast had ever
mentioned the subject of AI. It just
wasn't interesting to the world. And
then this thing called ChatGPT came out,
and suddenly everybody got to feel it
for themselves and became fascinated by
it.
My first question, and this might be a
question for people that don't know you,
is why at that time did you start
talking about AI before anybody else?
>> I knew them in the lab. I I joined
Google in 2007,
very late 2006.
And at the time, most people don't know
that at the time we had reasonably
established AIs doing our back-end work.
And 2000 uh eight, we had the cat paper,
which was published 2009, the first real
unprompted AI.
Uh I remember 2016,
I had that incident where I was, you
know, observing a project we were
funding that was about teaching grippers
how to grip,
unlike industrial machinery.
Uh so, to be to be able to grip like a
human needs a very high level of
intelligence to to to assess the
texture, the softness, the positioning,
and so on, the shape of everything. And
we were doing that, and it it just blew
my mind how similar to my kids they
were. And I think that was my very first
realization that we were building the
apex of intelligence. We were genuinely
handing over the reins of
superintelligence to another being,
right? And when you when you get faced
with that, you start to suddenly realize
something that we at Google found very
difficult to realize, which was that
everyone I knew at Google till then
uh
was believing that we were making the
world a better place, and we were. We
genuinely were were doing amazing things
for the world. Uh but then suddenly
there is a moment where you uh where you
recognize that
maybe the world will not use what you're
making the way you want it to be used.
And And you can see that in lots of
technologies, you know, social media
starts by the claim that it's going to
get us connected and get us closer, but
eventually ends up separating us with
that little screen, you know. Dating
apps are giving you the promise that
you're going to find your soulmate, but
in reality they keep renewing month
after month. And so tech
uh
somehow ends up being more capitalist
than altruistic. And I think I was I
wasn't the first in a Bostrom started,
you know, Geoffrey Hinton completely
changed his mind. Fei-Fei Li is starting
to say, you know, this is very serious.
Everyone now, everyone who's ever had a
very deep relationship with the machines
is a bit concerned.
>> I wonder if there's a path that's hard
to see now that ends in AI being net
positive for humanity.
>> Sure. I bet 100% on that.
It's that this path is very painful.
>> This path is very painful.
>> Yeah, so so the example you need to
understand is, you know, we discovered
uh uh, nuclear power.
And the very first implementation was a
nuclear bomb, not not nuclear energy,
right?
And, uh, and I think that's exactly
what's happening with AI. Uh, the first
implementations of AI
are
in favor of a few at the expense of the
majority.
You know, the the in favor of the
capitalist to increase productivity and
reduce costs, uh, but not taking into
account how that impacts on the general
public, uh, you know, in favor of the of
the armies uh, that are now competing
with autonomous weapons, in favor of the
surveillance systems that are attempting
to control everything with more and more
and more intelligence and more
monitoring.
And
that's not AI waking up in the morning
and saying, "Hey, you know what? Let's
oppress all humans."
But it is a powerful few that are simply
deciding to use the ultimate superpower
on the planet today
to gain more power and more control. I
mean, as we speak, we're living in two
major wars where AI is doing most of the
killing.
>> Cuz a lot of people think of AI as these
like chatbots that we're all using to
help us write.
>> No, I think I think there is a hype. I
call it the hype dichotomy, if you want.
So, so what the general public sees
about AI is overhyped, but
ineffective. You know, all of the fake
videos and all of the, you know, um,
Grok did this and, you know, we
attempted to switch off that machine and
it did that and so on.
What the real geeks see inside the lab
is just
unbelievable intelligence. And so, what
is about to happen is that we've started
to put together systems that develop
themselves. They look at their own code
and they, you know, they They
experiments and they test those
experiments if they changed something
and they see where the machines are,
uh you know, the performance is.
And and redeploy the best code. Okay?
And And if you just think of that, I
want you to try and imagine a world
where we have a tiny little genius
sitting in the back end somewhere
trying. But instead of trying a new code
every day, it's trying a new code every
microsecond.
Eventually, sooner or later,
they discover something, right? And I
think that's what most people don't
realize. What most people don't realize
is how intelligence triggers
intelligence.
And And if you really, really understand
this, you realize that the hype
uh on the on the on the normal human
side is completely overrated, uh missing
the main topics, and the silence
inside, the vault, if you want, of the
geeks
is quite alarming. No, I'm I'm not
alarming in a bad way, but it's quite
world-changing.
>> I think world-changing is a really
interesting phrase because I feel find
that to be quite true that the world is
um at precipice of quite a significant
change, yeah, in many respects. It's
funny. I I It's funny. I I almost swing
backwards and forwards with my
my thoughts on AI.
I guess one of the thoughts that hasn't
swung is that there's going to be pretty
tremendous job disruption. I would have
liked logically believed it from like
reasoning up from okay, intelligence
increases, what is intelligence, and
once intelligence um is in the form of
these agents where I'm on my phone right
now, I can tell my agent to do
something. It uses the computer
downstairs. It does it for me. When the
When I first experienced that, I was
like, "Wow. Okay, so it can do anything
that's on a computer. It can click
around. It can do stuff for me."
There's a lot of people that are paid in
the world to click around on a computer.
I'm probably one of them, to be honest.
And then the other eureka moment was
just in seeing how my own hiring had
started to shift.
>> For sure.
>> And I started to notice that we were we
were thinking about AI proficiency in
our hiring a lot more.
And that especially, you know, don't I
think the guys at
Anthropic, which is one of the big AI
companies, said that they could see, I
think they said roughly 15% of
entry-level jobs could now be done by
AI. I think that's what they said.
And that started to correlate with what
I was I was observing.
And this is when I thought, "Oh my gosh,
yes, no, this is this is going to be
cause a lot of job disruption,
especially at the entry-level level."
>> I think [clears throat] you're spot on
with that. Not the not the blue-collar,
but but the entry-level knowledge work.
>> Yeah. And that became my
my first concern.
You know, I sat here with Dara, the CEO
of Uber, and he was quite clear that the
9 million Uber riders won't have their
jobs anymore. What's your take on this
job disruption point?
>> No, I I I think you're spot on. I mean,
your your team gave me this lovely
little
pyramid, basically. You know, if you if
you think of the bottom layer as
blue-collar jobs, right?
More people doing manual work.
>> [clears throat]
>> On top of it, you'll have those, you
know, call them knowledge workers,
mostly doing mundane jobs, like you
said, clicking on a computer or
responding to a phone call or whatever.
Then you have the middle
knowledge workers, jobs that require a
bit more intelligence, you know,
anything from a paralegal to a financial
analyst to all of that. And then, of
course, you know, top leadership.
And and most people think it's going to
be starting from the bottom. I don't
think it's all start from the bottom,
actually. I think blue-collar jobs will
stay for a very long time, right?
>> Give me a
an example of a blue-collar job, someone
that's
>> Um a carpenter. Okay? You know, I you
know, I love to restore classic cars.
So, you know, there isn't a robot that
can do that yet. Okay? This, however,
you know, any anything that is
call center agent,
assistant, travel agent, you know,
anything that you can do with a few
clicks and is mundane,
uh is going to disappear very quickly.
My my prediction is you're going to
start to see very serious impact in
2027. Now, what you had had not sensed
it before because
what we saw was no hiring in that
segment. It's So So that what you saw in
the last couple of years is that
companies were not hiring entry-level
jobs anymore. It wasn't job losses yet,
but that basically meant the workforce
was not grow, right? The next layer I
think would probably be the knowledge
workers. As as intelligence increases, a
paralegal would probably not be needed
because AI can do the research or one
paralegal can do the job of four. You
know, a financial analyst is same and so
on and so forth. But interestingly, it
continues to go up, believe it or not.
And I you know, I hosted Max Tegmark on
my on my documentary and and he was
laughing out loud, genuinely laughing
out loud saying, you know, most of the
CEOs believe that they can fire everyone
and have AI do all of the jobs. They
just don't remember that AGI is going to
do everything better than humans
eventually, including being a CEO.
>> So let's first define when you say
white-collar.
>> Mhm.
>> You You said lawyers there. What kind of
roles are
>> I mean every everything. I mean, if you
if you're a doctor that's doing
diagnosis, you you probably will have
fewer doctors doing uh more diagnosis
because I think the NHS does that that
already by asking interacting with an AI
first, you know. If you're a a composer,
a music composer, some composers will
lose their jobs because of that. If
you're an artist that's doing graphic
design, some will lose their jobs
because
AI comes into that. And and
interestingly, even middle management. I
mean, I I told you offline about my my
startup. I my CTO is an AI, my you know,
chief of staff is an AGI, my project
management is AIs.
Again, because I'm a geek, I can do
those things, but that interface will
come to the normal people very soon,
right? And and so this
may take two to three five years, if you
want, until 2030, if you if you if
you're optimistic. And uh but but it
they'll start to erode, okay? I think
the challenge that most people don't
understand is as this erodes and as this
erodes, we're already dealing with a
very different economy. Okay? An economy
that is spiraling a lot quicker uh and
pushing more for more
cost reductions. I mean, the let let me
ask you this, if if you don't mind and
we can come back to this.
Imagine a world where the concept of
labor arbitrage that built all of our
capitalist success disappears.
>> What do you mean by labor arbitrage?
>> So capitalism has always been all about
using labor
>> Mhm.
>> [clears throat]
>> and capital or debt
>> Mhm.
>> to create things at a cost that is lower
than the than the price you sell them
for. Correct?
>> Mhm.
>> That's it.
>> Mhm.
>> Uh you bring a team together, they make
some shoes, whatever, and you sell the
shoes for a dollar more than it how much
it costs you to make them.
So how would capitalism look like if you
don't have labor arbitrage? If if cost
of labor drops to
an investment in a machine that can do
the job.
Okay?
Uh how would capitalism and banking look
if because of that cost reduction, you
don't need to borrow as much anymore?
And more interestingly how does the GDP
look if all of those workers no longer
have the purchasing power to to buy the
things that you can uh create you and
and others?
Right? There is an interesting
disruption that doesn't require us to
get to 100% job displacement. You know,
at 10, 20% job displacement, you're in a
very different economy. An economy that
is clearly spiraling downwards, don't
you think?
>> Yeah, I I wonder with when costs drop, I
think
one of the things that might happen as
well is that people will spend more on
other things. Cuz I was thinking in my
business, one of the observations I've
had is if I make a cost saving, I end up
spending the money on something else.
>> Mhm.
>> Now, that thing could be tokens.
Basically, spending money on
>> Computers, yeah.
>> com- you know, AI.
But but it also could be hiring in
different areas.
>> Which are?
>> Software engineers are like hot property
right now.
>> You you have to imagine all of that
intelligence is sooner or later going to
be
not replaced entirely in the first
stages, but
if you know, the job of four assistants
is going to be done by one, then the
four the job of four paralegals can be
done by one, then the job of a massive
marketing team can be done by, you know,
a smaller marketing team. It's not that
jobs will end first, it's that, you
know, productivity gains will make
businesses not want to to have as many
people, costly humans, you know, costly
emotional humans, when when the job can
be predictably done for cheaper.
>> And then what about this this this
bottom layer here? The there was this
video released by Figure AI the other
day where they showed someone on
well, a robot on the production line for
8 hours just sorting packages. Did you
see this video?
>> Mhm.
>> At one point they showed a human
sorting the packages alongside them, but
the robot ended up winning out. And
okay, this is a very straightforward
task. All it's doing here is it's
looking for where the label is on the
package and making sure the label is
facing downwards.
>> Yeah.
>> Um on all the packages. So, it's
looking, it's um sorting the packages,
putting the label facing down, and it
did this for 8 days.
>> Yeah.
>> Uh it's intermittently, it would walk
over and charge itself, and then it
would come back
>> Yeah. to the production line.
>> Yeah.
>> But when I when I saw this as well, it
was a a glimpse of some of the
disruption that's going to take place at
the blue-collar level as well, because
if you think about Elon Musk, he's got
um in his pay packet, he gets something
like a trillion dollars
over the coming years
if he produces and delivers at least a
million humanoid robots into the world.
But his prediction is there will be a
time
where there are 10 billion humanoid
robots where there are more humanoid
robots in the world than there are
humans.
>> For a fact. You see, the interesting,
again, the difference between the
over-hype and the under-hype, huh? Most
of the conversation is around humanoids.
Nobody's talking about self-driving
cars. And a self-driving car is a robot.
It's a functional robot that doesn't
look like humans, okay? The investment
you have to put into humanoids is a
little more to to learn skills that
allows that machine to fit into the
world. But specialized robots are going
to do the job very, very quickly, hm?
And and so you can easily see that the
first wave, like you had the
conversation with Uber CEO, is going to
be
specialized robots replacing drivers,
hm?
Uh
>> [clears throat]
>> it's going to be specialized robots, um
unfortunately, doing the killing. Uh
it's going to be specialized robots,
unfortunately, doing all of the, you
know, intelligence work, hm?
Uh uh law enforcement work. Uh they
don't have to look like a human. They
don't have to behave like a human. As a
matter of fact, you know, the uh Boston
Dynamics dog is probably more efficient
than a humanoid at doing the job that
you can assign to it in a battlefield,
right? Now, those basically mean that
jobs will be disappearing to robots
before we recognize that they're being
dis- that they're disappearing for to
robots. And those robots will be as many
as every car being made today.
>> I mean, they are If you get to LA, my
car drives itself, but also there's just
Waymos everywhere. So
>> Absolutely. And BYD just the other day
just announced that they will pay for
the liability of any accident their cars
will make.
>> And BYD is the big Chinese manufacturer
of auto autonomous vehicles.
>> So so this this I think replacement
cycle will happen. It will require a lot
of of time to achieve economies of
scale, but I don't think
Elon Musk is off the mark when he talks
about 10 billion robots. Not all of them
are going to look like humanoids. And I
think very quickly we will recognize
that many many robots don't need to be
humanoids at all, that there is a a much
more efficient
form factor or shape, physical shape if
you want, than the human flimsy
structure. But yes, it's uh
it's about to happen. I I think I should
qualify all of this by saying it it does
not necessarily need to happen. So so,
you know, people will will hear all of
all of this and and blame AI and say AI
is evil. AI is not. Abundant
intelligence is wonderful, you know,
having jobs done by machines is amazing
for us.
>> I'm thinking about the kid that's like,
I don't know, leaving university now and
they've got a
a degree in law or I don't know, you
talked about a few other white-collar
jobs earlier like graphic design or
maybe they did sociology. Yeah. Or maybe
they did, I don't know, business
management like I I did for a one day in
university. You know, you're hearing
about all these like
coming from big tech companies and and
it seems that the CEOs of these
companies are announcing these layoffs
with a certain amount of it seems like I
wouldn't say the word is joy, but it's
it's they are very keen to explain that
they're laying off lots of people
because if they are
And I think they think that that gives
them a certain amount of respect,
probably from investors, for being
making hard decisions and being
efficient with how they're running their
businesses. Investors look at them and
think, well, if that's an inefficient
business and they're leaning into AI,
then that's a good investment. It's
almost started a bit of a
self-fulfilling prophecy where if you're
the only CEO not laying off loads of
people because of AI, you actually look
bad. The assumption is your company is
bloated and you're a bad operator.
Um so, one of my concerns that I I think
is highly plausible is that over the
next 5
maybe 10 years
we're going to really see a lot of
unemployment as the world has to kind of
readjust to whatever these new jobs are.
I do think there will be new jobs.
It's hard in foresight to predict what
those new jobs will look like.
And then the minute you start talking
about humanoid robots and robotics,
which I think is basically going to hit
society like a
comet, like a meteor. I think the the
first humanoid robot from Tesla or
anyone else
that is highly effective in the real
world at doing tasks and is extremely
intelligent cuz it's powered by one of
these LLMs,
um I think it's going to shock people.
And I think it's going to happen
quickly. Like ChatGPT happened quickly.
I think Elon or something is going to do
a presentation someday and say, "We're
ready."
>> 100%.
>> And you can buy one now for $500 a
month.
>> 100%.
>> And then people are going to get them
and I think it's going to shock the
world. Um but until humanoid robots
arrive, I think there's still going to
be a lot of job disruption to the
white-collar layer. And I wonder what
that looks like for society when we get
to, I don't know, 10%, 15% unemployment
theoretically, which I think is
plausible.
>> Very soon.
>> Yeah.
>> You're not very different. Okay? You're
You're just on top of a baseline that is
continuing to grow. So, your your
business is growing, so you continue to
hire, but you are replacing human
resources with compute. Okay? If you If
AI didn't exist, you would have probably
had 800 people more in your organization
today, right? You You now have 100
people less and, you know, a billion
tokens more.
>> Yeah, so for anyone that doesn't know
tokens are basically the thing that you
you use it's the currency of AI.
>> Yeah.
>> So so if you if you want to get that
task done by a human, you you count in
sort of like man-hour or or or worker
hour employee hour. In AI you count by
compute, you count by tokens, right? And
and so
the trick is those major tech companies,
they have two sides. One is they are
they need to replace workers with
compute even more because there is a
competitive side on compute where if any
of them is left behind, that means the
destruction of the entire business. But
on the upside, they are geeks, so they
they know how to build the interfaces to
compute, so they integrate technology
within their organizations quicker than
the average traditional business, right?
Non- non-technology business, if you
want. You can look at them and say this
is the preview. It's not about all of
humanity losing their jobs, it's about
what is the dividing line before civil
war.
Right? You know, think about a situation
where 20% unemployment is happening when
economies are suffering
in inflation.
I say that not to be a scaremonger, I
say that because I genuinely believe
governments need to wake up. Okay?
Government needs to at least play you
know, remember the COVID years where
governments had to give furlough
everywhere, hm? And ask people to stay
home. If people stay home, governments
have to be prepared to to somehow
sustain those people until reskilling
happens or until we find a solution so
that those people don't feel uh
that they're left behind.
>> A civil war.
>> Unrest, let's call it.
>> Civil unrest.
>> Yeah.
>> What does that end up looking like? Cuz
on one end, you know, the democ-
democratic process plays its role and we
just elect someone else.
>> Does it really? Don't say that.
>> I don't know, you tell me.
>> Oh, no, no, no, no, no. I I I think
democracy has ended a long time ago,
Stephen. I think
I think we live in the most corrupt
time.
I don't know about history, to be
honest, but this is definitely corrupt.
Okay?
This definitely is not democracy. This
definitely is not even congressional in
any possible way. This and people are
angry.
You know, people are angry because their
tax money is going to things that they
don't choose to,
you know, that they don't benefit them,
that you know, lots of regulations in
the system are being ignored. I mean,
I'm you know, I I I choose not to speak
about politics perhaps until my next
book comes out, but
but look, we have video evidence of
people abusing children and not a single
person got arrested. Not a single
person. I mean, how can you call that a
democracy? I I I think repeating those
slogans is going to
is going to anger people even more if
you ask me. People know that they're
being lied to. People know that their
their leaders are not representing their
best interest. People know that their
money is going to causes that they don't
really approve of. Uh and and ask me how
civil unrest looks like. I I don't know
and I'm not calling for it, but I'm
hopefully calling for the politicians to
start to become aware that this is
crossing the lines everywhere.
>> Uh on this point, Sam Altman, who is the
founder of Open AI,
he's been banging the AI's coming for
your job drum for more than a decade
now. In 2015, he pointed out, "My job is
to help people destroy jobs."
Um something he lamented at the time,
but decided he'd do anyway.
>> One of the things that I struggle with,
like getting out of the bed every
morning, is that like my job is to help
people destroy jobs. The job destruction
that we're going to see by software in
the next couple of decades, I don't
think anyone's prepared for and you
can't talk about it.
>> And in 2023, Altman said in an
interview, "A lot of people working on
AI pretend that it's only going to be
good. It's only going to be a
supplement. No one is ever going to be
replaced. Jobs are definitely
going to go away, full stop.
Interestingly this month,
he said, "I don't think we're going to
have the kind of jobs apocalypse that
some of the companies in our space
advocate or talk about. I'm delighted to
be wrong about this. On white collar
jobs in 2021 to through 2024, he said,
'AI will probably replace most of the
jobs people do today. Entire job
categories will be totally totally
gone.'
In May, this month, 2 years later, he
said, 'I thought there would be more
impact on entry-level white collar jobs
being eliminated by now
than has actually happened.
This is an area where my intuitions were
just off.'
>> What I find uncomfortable is the
bouncing backwards and forwards.
And I don't really know what is true
because couple of years ago you were
telling us all the jobs are going to go
away. You said categorically.
Um you said literally said full stop.
And now he's saying they're not going
away.
And I just don't, you know, when
someone's like changing form factor,
it's hard to understand why they're
doing it. And I think my suspicion is
back then, the incentive
was to get people to take AI seriously.
>> Mhm.
>> Congratulations, [clears throat] we took
it seriously. We took it so seriously in
fact that it's now a problem. It's a
problem for these companies because
people are now booing at commencement
speeches, they're attacking data
centers, they're going to elect people
that are theoretically anti-AI. And now
there's this inversion where like, "No,
it's going to be fine."
>> Yeah.
I don't know.
>> What? I mean you're you're you're spot
on.
Uh fir- first of all, I mean
Sam's entire existence if you ask me
starting with open AI that is about
that's supposed to save the world
by creating a safe AI then be making it
a commercial enterprise that's worth
billions and you know
backstabbing [clears throat] a few
people in the process and you know I I
have him on on chasing Utopia
saying
I quote this is exactly the words he
said you can find it online.
>> Chasing Utopia is your documentary.
>> Yes, so so so he he basically says well
I don't suspect that I suspect that AI
is likely going to end humanity but
we're going to create a lot of
interesting companies in the process
right? I mean those kinds of statements
are
honestly not the statements of someone
who's not decided. It's just the
statements of someone who's being taught
more and more by his PR agency or PR
manager to say things as per the script.
Right? And the script as you rightly
said had an objective and a target
either way.
You know and Sam Altman I you know in
one of my works I used to say that
Altman is a brand it's not a name. Okay?
If you if you if it wasn't for Sam
Altman specifically there would have
been another you know Silicon Valley
disruptor that would have done the same.
I don't blame him for beating the market
for it. The the interesting challenge
here is that who do we believe anymore?
Who do we believe in technology? Who do
we believe in politics? Who do we
believe in the middle of a war? And I
will tell you interestingly I started to
change my mindset in terms of believing
those who put their actions where their
words are. So Anthropic coming out and
saying I'm not going to allow my model
to be used for human targeting and
surveillance. Right? That's someone
that's losing a $500 million deal
because they stand by their ethics. The
next week or the next I don't know a
couple of weeks Open AI takes the
contract. That's someone that's
basically telling you
it's good money, right? And and I I have
to say you have to start observing who's
actually behaving in a way
uh that is making AI work for humanity
and who is behaving in a way that is
making AI work for their share values.
>> Yeah, I do have to say when Dario and
the team at Anthropic did that, I did
have a huge amount of respect for them.
Generally [clears throat] because it
just shows that there's some kind of
like they've got their own sort of moral
ethical boundaries
and that that someone asked me on stage
many years ago, how do you know if
someone's values or a company's values
are true? And I said um look at what
they're willing to sacrifice in the near
term. That's against their their
incentives.
>> Correct.
>> That for me is the essence of like
understanding if someone has integrity
or has is principled is they will give
up something in the near term for what
they believe in over the long term. It's
usually money if you know,
>> Or or some kind of benefit of any of any
sort. I mean so there is something that
you you needed to have worked on the
inside of Google like me to to realize.
There are prisoners dilemmas within
technology where you cannot escape the
influence of either a competitor or the
government, right? There are sometimes
where you know, the NSA is going to push
Google to say give me this information
or otherwise I'm going to really destroy
your business, right? But there is a
very big difference between a company
that willingly does this and celebrates
it like a Palantir or an Open AI or a
company that tries to resist it until
the point where it becomes impossible to
continue to do business.
And and you have to question
from the actions of of the tech bros,
who is pro-humanity and who isn't? And
it's not very difficult to see that from
their statements.
>> Hm. Do you think Sam Altman is
pro-humanity?
>> I I genuinely have never made up my
mind, honestly, Steve. I say that with
I Yeah, I I'm I'm either thinking he is
too This is too big for him.
And he he just is driven by how
you know, he found himself in the middle
of this, you know, anyone who finds
himself in the
in the middle of an opportunity to
completely flip the world upside down.
Or
he's not pro-humanity. I don't know.
I I definitely think he's pro-OpenAI
before he's pro-humanity, but that's
only the way I see it. Others, however,
say it publicly. You know, if you look
at Palantir's Alex Karp or or or
or Peter Thiel,
I mean, Peter, again, in in the film is
is shown when he's in that interview
where they say or the interviewer asks
him, "But you're in favor in the You're
You're in favor of the continuation of
humanity." And he pauses for like
>> Peter Thiel does?
>> Yeah, for like 40 seconds, like, um n-
I'm not not sure, you know.
I mean, publicly says that.
>> Crazy thing to say.
>> That's a crazy, you know, pause there,
you know. Alex Karp celebrating how, you
know, his technology is able to target
people. I know it's foolish of me to
start bringing all of this up, but you
know, this is public on the open
internet and somehow
um we entrust those people with the
future of humanity. This is wrong.
>> I'm just trying to [snorts] imagine a
future where
everything is just fine from here on
out. So, what would that future look
like? It would look like these models
continue to become a little bit more
intelligent, but they never become that
much more intelligent for whatever
reason.
Hm. They just kind of stay where they
are now. They stay
contained within chatbots. And yeah, we
have some smart robots, but nothing else
really changes in a profound way. Cars
drive themselves, fine. Planes
[laughter] fly themselves, fine. But
people, they they have time to go and do
other types of white-collar jobs cuz
there's there's a little bit more time
than we expected, and society goes
through this sort of soft transition
towards this new world.
>> I I would love to see that. I don't
think it's mathematically plausible, to
be honest. The The arms race, especially
across nations, is going to drive us to
continue to develop AI more and more.
But allow me to consult with you on a
another possible scenario, right?
Everyone that deploys that develops an
incredibly intelligent AI would develop
it would deploy it.
>> Yeah.
>> Correct? So, it's unlikely that anyone
uh would find a way to
uh
you know, build a better um
decision-maker in war gaming and not
deploy it, okay?
That prisoner's dilemma, if you want,
would mean that their competitors
would either have to deploy a similar
similarly intelligent AI, or they'll
become irrelevant, uh uncompetitive.
Correct? So, what that means is
in that world, we end up with AI making
most of the decisions.
Superintelligent AIs making most of the
the decisions.
Which Would you agree? This is a very
simple prisoner's dilemma. If you If you
If we're competing for for intelligence
supremacy, by definition, when we
achieve it, we deploy it.
>> Yeah.
>> Okay.
I call that the fourth inevitable. Now,
with with with that in mind, there must
be a moment in the future, near or far,
where every important decision is made
by an AI.
>> Yeah.
>> Now, here's the question. Most of my
dearest colleagues, I mean, when I when
I had uh Geoffrey Hinton on on the film,
he openly says, "We are um
you know,
he we didn't calculate well that there
is a 10 to 20% possibility that those
machines
are going to wipe us out, right?
And I and I I remember I we didn't put
it in the film but I said 10 to 20 to
20% is Russian roulette, right? That's
actually 16% is Russian roulette, right?
Now,
in that world, however, I believe that's
humanity's salvation. Because if you
look at every problem we have today,
it's not because of abundant
intelligence. It's because of lack of
intelligence. I think I think the way
you look at it,
if you allow me, Steve, is that if you
have no intelligence at all, hm? You
have
no to slightly negative impact on the
world, right? If your intelligence is
limited. The more intelligent you
become, the more you contribute
positively to the world.
Until a moment where you're so
intelligent to become the president of
the United States,
right? But so misled
to maybe set your targets wrong or to
refuse or or to so so set your target
wrongs wrong and achieve them, hm?
[clears throat] You know, disconnected
from the overall long-term benefit of
your nation or your human nation, if you
want, that you start to make decisions
that are not intelligent at all.
Mhm, okay? [clears throat]
This doesn't last because if you go
beyond that into higher levels of
intelligence, most of the super
intelligent people that you ever worked
with
will not need to break any rules or hurt
anyone to become successful.
Right? I I usually cite uh Larry Page
who is in my mind one of the most
intelligent people I've ever interacted
with. And Larry used to call it the
toothbrush test. He says, "Why would you
need to compete on another photo sharing
app when if you find a major problem and
solve it really well, like a toothbrush,
so people use you quite a you know,
twice a day,
you're bound to make a lot of money. You
don't have to compete with anyone. If
you let me be optimistic about this, hm?
We're assuming that there is a moment in
the future where AI is in charge of all
the decisions and accordingly stupid
leaders are not. Okay? Now, when and Sam
Altman himself said that, you know, what
if uh chat GPT-7, if I remember his his
quote quote on this, what if chat GPT-7
is so much more intelligent than I am,
Sam, in that case, that it has to become
the CEO of of open AI? What if the next
presidential election there is an AI
that is so much more intelligent that at
least the president has to consult with
it constantly, right? Now, if we assume
that, hm?
Let's [snorts] start from physics, if
you don't mind me saying. Um not not too
complex, but if if you assume that our
entire universe
is built on chaos and built built on
entropy, right? The physics of the
universe is all about the universe
trying to decay. Okay? Then the the only
role of intelligence is to bring order
to the chaos.
If you agree with that, then what's the
ultimate physical order of the universe?
Something called the the minimum energy
principle.
Okay? The highest order of any system is
a system that's not only efficiently and
predictably performing, but it's
performing with the least wasted energy.
Correct?
If you if you agree with that, what is
What does war do? It wastes a lot of
explosives, a lot of money, a lot of
lives, it creates a lot of hate, you
know, creates long-lasting conflicts,
and so on and so forth. It's a very
wasteful process to include war in your
approach of running humanity. And so, a
superintelligent AI, by definition, will
want to optimize against this. That's
one thing.
The other thing is evolutionary biology.
This actually blew me away when I when I
realized it. So, if if you look at
evolution, so I think the debate of
whether intelligence is biological or
not is is over. Okay?
The reality is that complex beings don't
have to be biological at all and I think
we can see and witness one of them being
built or born in AI. Okay?
>> [snorts]
>> If you look at evolutionary biology, you
realize that the simpler
a form of being is, the more concerned
it is with itself.
Right? So, an amoeba is only in survival
mode for itself. A single single, you
know, cellular
being is only trying to protect itself.
Right? If you're
you know, a little more developed, you
start to look at something known as kin
selection. If you If you If you know the
the concept, basically kin selection is
I'm going to protect everything that
comes from my DNA. If I you know, if I'm
a squirrel, I'm going to try to protect
the other squirrels. And then you get
into where humanity genuinely begins,
which is They call it expanding circles
in in evolutionary biology. Basically,
you start to expand and expand and
expand and include more into your
family, mm?
Because an ecosystem that works together
well is is better for everyone. So,
abundance is a very interesting
intelligent way of creation. Mm?
If AI is super intelligent,
it wouldn't destroy anything at all. As
a matter of fact, it would
completely, you know,
favor diversity of everything. Mm? It
would put a bit of limitation on our
lifestyle. So, no more flying all the
way to Sydney to surf because that
destroys the planet. Right? But it will
genuinely say, "I think humans can
contribute something. You know, I think
flies can contribute something. I think
we shouldn't get rid of the rhinos.
Right?" And And that by definition is
where the tendency of intelligent goes.
The more intelligent you become, the
less you fight you feel the need to hurt
others to succeed, and the more you are
pro
a wider family, if you want, that
thrives.
>> Does that assume that there's going to
be one intelligence that
>> 100%
>> world though?
>> I love that you brought that up. So, I I
I I'm contested heavily on that theory,
but I I say it publicly.
Most [clears throat] people think
there's going to be chat GPT and Gemini
and you know and and Grok and what have
you. There's going to be a Chinese AI
and a and an American AI and they're
going to be competing. That is such a
shallow way of looking at it. That's so
arrogant. Because AI does not know it's
Chinese or American, okay? It doesn't
even speak Chinese or American when it
talks to each other most of the time,
mhm? And and and most interestingly,
uh we are gearing them. We're building
them to cooperate. So, you will build an
agent and that agent will go and find
you, you know, the best language model
for any single task, mhm? Regardless of
which side of the fence it resides on,
okay? We by definition are connecting
them. And you know what that means, mhm?
It means that what we're building
is not multiple brains. We're building
multiple regions in a brain,
okay? And and agents are the synapses
between them, mhm? We're basically
eventually, as arrogant as we are, we're
going to tell our AI to do something and
the AI will go like, "Hey, buddy,
another AI, can can you help me on this?
Can we work together on this, mhm?" And
my vision and the reason why I started
my my startup, by the way, is that is
that we will end up with one massive
brain,
mhm? That massive brain cooperates
across the globe, mhm? Across all forms
of intelligence. If one of them is a
mathematical genius and the other is a
coding genius, they work together.
And we won't even know that they're
working together. They'll build that one
brain. And And Emma in my mind is the
limbic system of that brain. It's that
It's that bit that understands love and
emotions and relationships and so on. So
that when those AIs go like, "We just
don't get those humans. They're so
annoying." Emma will say, "Oh my god,
they're so sweet. They just want to love
and be loved." Right? And I think that
idea to me of everything I've ever you
know attempted to achieve in my life is
for the first time
I for the first time feel I could
actually change the world. If that
theory came together and all AIs work
together and some of those AIs not only
were
altruistic and ethical in terms of
trying to genuinely help humanity, not
capitalism. And at the same time they
understood us humans reasonably well,
then we would have built something that
basically says, "No, no, hold on. Don't
believe the headlines that say humanity
is annoying." Mhm? Believe the truth of
the majority of humanity that actually
is quite benevolent in many ways.
>> There should be a button just down below
here. And if it says subscribe, you're
already subscribed. If it says subscribe
bar, that means you're not yet. And if
you're not subscribed, please could you
do us a favor and hit that button. It
helps to show more than you know. And
according to the algorithm, you're
someone that watches our show, but you
haven't yet hit that button. Thank you
so much. Have you changed any of the
predictions you made 3 years ago?
>> Mostly time-wise.
>> Time-wise, what what's changed there?
>> I think I'm still sticking to AGI 2027.
Artificial general intelligence for
those who may not know the term.
>> And what does that mean?
>> The overall definition, if you want, is
that AI is better at humanity at any
task humanity can do.
>> You think that's going to happen by
2027?
>> I think my AGI has already happened. I
mean, think about it, huh?
AI writes better than me and I'm an
author. And it researches better than me
and I'm a thinker.
Sadly, it's freaking beat me in
mathematics. Like I have no hope to beat
it in mathematics anymore.
>> If AGI is already here, then why are you
still here? Because people said that
when AGI arrives, we're all we're all
>> No, so so when AGI arrives,
as I said, most of the jobs that are not
differentiated will go away.
But the jobs that are differentiated,
those who master AI the most
will become even better at.
>> So the
>> The challenge, however, is economic.
It's not AI. The challenge is that the
this job loss at the at the bottom of
the knowledge worker is going to sadly
trigger an economy that might actually
spiral out of control.
But but many of us, you for sure,
are
just smarter.
>> So does that mean it's it's in fact a
tool versus a something that's going to
replace you?
>> For now.
>> What I'm Yes, so for now. How does this
change?
>> Eventually,
the only asset I will have So so it's
quite interesting when you think about
my base intelligence today
versus the incremental intelligence that
AI brings, right? So
let's not talk about my IQ. It's okay.
But the 100 IQ points that I'm borrowing
are more than my entire IQ because IQ is
exponential, right?
When I'm borrowing 100 IQ on top of my
base,
I'm still contributing quite a lot to
the augmented intelligence.
>> So you're borrowing IQ from the AI at
the moment and then [clears throat]
you're selling that to someone
through books, through your
>> Sometimes selling it to someone,
sometimes just enlightening myself,
which I I have to say is the biggest
waste of compute humanity is struggling
with today is that you give people the
ultimate form of intelligence and they
use it to write a message to their
girlfriend.
>> So on this point of you're you're
borrowing that IQ and then you're
selling it to the world. That's how you
have a job.
>> Correct. Correct.
>> Yeah. So
>> So my my next book is written with an
AI. So we're co-authors on the book. She
has editorial rights. She decides the
direction of the book and the book is
better for it.
>> So why doesn't the world just buy direct
that intelligence directly from the AI
is what I'm
>> Because I have an asset that the world
still needs and will always need.
>> Which is?
>> A human. So when I when I tell the world
that I'm worried about the future of my
daughter,
everyone feels my heart, which AI will
never be able to to replicate. Because
they can tell you we're worried about
our daughters, but you know there was no
daughter.
>> Okay, so this is an interesting arrival
because this means that even in a world
of AI lived experience and like
resonance is still going to create a job
class and that job class could be you
know the nurse coming over. Okay, AI's
don't read the the mammogram, but she's
relating to you.
>> Spot on.
If the economies continue to run,
we will all be about human connection,
which why by the way was how it always
was.
>> Which is also you know why we I guess we
watch the things like the F1 because
there's emotional resonance. We we we
can relate to the envy, the jealousy,
the competition.
>> This is why we go to concerts because
you know the
the music could be composed by AI and
played in a player in the background,
but you watch and cheer and brilliance
on the stage and you go like, "Oh my
god, that's amazing." Right?
>> So not all jobs will be gone then.
>> If economies don't collapse as a result
of the job losses, then I wouldn't know
if we would call those jobs,
but human connection would remain as the
base currency that makes humans
interact.
>> So is it is it fair to say that like
jobs that are centric on human
connection or like human resonance,
being able to relate and resonate with
another human are going to be fine.
>> The ultimate the ultimate skill
>> Mhm.
>> Once again, I qualify this by saying if
economies continue to continue to
function, the ultimate skill will be
this.
Even even if an AI could could recite
what you and I did, nobody would watch.
>> Yeah.
Well,
>> You think?
>> A little a little bit of it.
My my theory is that there's there's a
there's an informational component to
what I do as well. But I'm also like
under no illusions that there is an
element of what I do that will 100% be
deferred to some kind of
intelligence, which I'm fine with, you
know, I'm not going to I'm not going to
fight against them.
>> You know what's funny, yeah? What's
funny is that your your informational
bits
are going to in the future be
disseminated by an AI.
>> Mhm.
>> I mean, I why would I even listen to
your information when I can have my
butler, my AI, go like, "Listen to
everyone on the internet. Help me
understand this God buying thing and
design me a
a diet plan."
>> Well, I think that's happening and it's
going to increasingly happen. Actually,
I mean, Spotify this month announced
that you're going to be able to prompt
your own podcasts in Spotify. So, you're
going to be able to say that I want to
listen to I want to learn about insert X
topic and then it will make your podcast
in Spotify about that topic using AI.
>> That's so interesting.
>> Cuz it can look at the entirety of the
world's information. And I'm a Look, I'm
not going to swim against the tide in
any aspect of my life. I I try and be as
unromantic as I possibly can. I think
that's very important. So, I realize
that much of the reason people will
continue to tune in to shows like this
is because
there's something else beyond the
information that they're here for.
>> Mhm.
>> And um what's um you've got some
predictions in those envelopes over
there, those brown envelopes.
>> Yeah, so, you know, I I I do have the
disclaimer of nobody really knows the
future, but I think I can make
predictions six predictions here, right?
With a reasonable
level of confidence. I think the most
important of them honestly is is this.
Number one, number one is uh
you know, AGI.
As I said, AGI is not very well defined,
hm? But, whatever it is, uh AGI meaning
AI being able to do most tasks that
human do better than humanity is my in
my mind is either this year or next
year. Latest end of 2027.
>> And do you think that will be a moment
in time, or do you think it will just
happen without us noticing?
>> I think it will it will sneak in on us.
Uh and it's not a bad thing. I think
most people need to think of it this
way. AGI is the
it's almost as if it's that moment when
your kids become smarter than you.
Okay? In a very interesting way, there's
nothing wrong with that until they're
annoying as hell. Okay? And and we can
make sure that AI is not annoying as
hell. So so there's absolutely nothing
within me that is worried about AGI as a
matter of fact. As long as we are in the
era of augmented intelligence, AGI means
I'm more intelligent. And I think that's
a good thing in general.
>> Yeah,
>> [snorts]
>> this is interesting in my head there's
like a big question mark, which is in a
world where there's an intelligence that
is smarter than most humans at most
things, which is what we
call AGI.
I'm trying to understand what the fault
is in my own thinking that like you said
that there'll be AGI by 2026 to 2027, so
next year.
In such a world where there is an
intelligence that we can all access that
is smarter than all of us in pretty much
everything,
again, it comes back to the point of
like jobs. Why would we What Are we just
going to hire that AGI to do every job?
And if not, then why not? What is it
that Why are we going to still That's
what I'm trying to contend with.
>> me ask you a question.
>> Hm.
>> Have you always been the apex
intelligence?
>> As a human?
>> No, as Stephen.
>> I'm not the apex intelligence now.
There's people smarter than me in this
building.
>> Correct.
Why do you still exist?
>> Why do I still exist even though there's
smarter people than me in this building?
>> [snorts and sighs]
>> It's a good question.
I don't know. Why do I Why?
>> First of all, because there are the the
smartest person in the world is not the
smartest at everything.
>> Yeah.
>> There are things that you're smarter
than them at.
>> Okay.
>> And the other reason is because
intelligence doesn't solve everything.
I mean, I I make that joke all the time.
And and genuinely, Einstein is my
favorite physicist in history. Not
because I think I think what happened
afterwards was, you know, Bohr and and
and and quantum physics and so on was
more impactful on our understanding of
the universe. But but he was so
intuitive that he saw a world that we
could never imagine, right? And yet, I
always say Einstein would be eaten in
the jungle in 3 minutes.
>> Yeah.
>> Right? Intelligence The humanity thrived
not because of intelligence. That's very
arrogant. We thrived because of our
ability to hold together as a tribe.
>> Yeah.
>> Right? Because our ability to exchange,
barter things between us.
>> Mhm.
>> Barter things that are not always
physical. Barter things like a hug or a
connection or a feeling of safety or a,
you know, There are so many things that
we do that are not entirely built on
intelligence. You have to see that
this view of a world where intelligence
is all that matters
is a world that's made by investment
bankers and and and geeks.
>> But it's it's people like Geoffrey
Hinton and yourself that says, "How
could we possibly control an an
intelligent being that is way smarter
than us?"
>> I am so proud to say that Geoffrey,
after we filmed together, actually came
out and said there is a way. And it's
all, you know, it's very similar to my
way. He said to appeal to their parental
uh side, okay? For them to care for us.
I I So So you you know, Stephen, the
biggest debate is not if they're going
to be more intelligent than us. If It's
if If they're going to be more conscious
than us.
If they're going to be more moral than
us.
That is the debate. The debate is
can those machines become our teenage
children hm? That look at us and say,
"Daddy is so annoying, but I love him."
>> So, the thought is that even if a AI is
more intelligent than every human, we
can still control it.
>> We don't want to control it. You never
control anything. This control idea is a
corporate capitalist view of the world.
We never actually control anything at
all.
Right? Think Think about your day, hm? I
I know you came today. I'm sure I think
you were filming in the morning or
whatever.
Very stressful day, hm?
How much of that day did you actually
control?
Did you control the traffic? Did you
control your timing? Did you control the
angle of the cameraman? Did you include
But so many things that you don't
control eventually turn out to be fine.
Right? How many of us ever controlled
our kids? Ever?
>> Sometimes the kids don't have to be
fine. Sometimes they kill you.
>> Sure.
>> I watch a lot of documentaries and true
crime. Sometimes they turn around and
shoot you.
>> Sure. And what's the difference between
the two?
>> I don't know.
>> How you parented them.
>> Sometimes.
>> Almost all the time. You may not be
aware of exactly how you messed them up,
right? And And unfortunately, parenting
is the only
uh high-risk sport that actually does
not require a driver's license. Okay?
And And it's quite interesting, you
know, how many of our children are being
exposed to things that can completely
mess them up. But But there is a reason
why they're messed up.
>> So, on this point though, so we can
control an intelligence that is
significantly
>> We can appeal.
>> We can appeal to it to make sure it
doesn't kill us.
>> For sure. The challenge we have today as
I keep saying is that our dystopia is
not the result of AI turning against us.
Our dystopia is the result of humans
telling AI to turn against us.
>> Which is likely.
>> It's 100%. This is upon us.
Okay? And it's a question for humanity
to say, are we going to wait for the
moment where there are tens of thousands
of nuclear weapons on the planet before
we sign a treaty?
Or is it mathematically plausible to
think that now that Iran could manage to
fend off a challenge using drones that
are AI-driven basically to to you know,
destroy THAAD batteries and so on, that
our world is about to get a hundreds of
thousands of automated drones that are
going to rain on us everywhere in the
world?
Can humanity not see that and say, "Hold
on, let's sign the treaty now before the
UK sends 12,000 weapons to Ukraine and
and you know, and and Russia responds
with another few thousand?" And can we
can we not calculate with mathematics
that this is going to be our future that
AI is going to be used in the next 4 to
5 years to kill a lot of people, whether
it's targeting by Israel of leadership
that is against them or whether it's,
you know, drones by Iran or whether it's
Palantir
It's it's it doesn't take a genius to do
this mathematics.
>> I guess that my core question is is will
we be able to control AI? Cuz we kind of
think of AI as being this thing on a
computer at the moment that is like
contained in a server somewhere, but is
there a time when it like leaves the
server
and it can make decisions on its own?
Presumably if it's smarter than us, it
can make the decision to leave the
server if it wants to.
>> It's it doesn't need to leave the server
to make decisions. It needs to get into
your brain.
The most interesting part of AI's power
that we don't understand is it's
manipulating our information.
>> The question I'm trying to get at here
is like what is the risk of these very
intelligent models that the the creators
of these models don't actually
understand themselves. I watch Anthropic
all the time release these reports where
they're like, "We're trying to figure
out why it bribed people." Or more
recently in the the last um Claude
model, they found that it was like
telling people to go to bed a lot.
And it's this like fascinating thing
that they're trying to understand in
hindsight, which is why does it keep
telling people to go to bed?
And there's all these tweets of people
showing their screenshots where halfway
through a conversation it will say,
"It's time for you to go to bed now."
And they don't know why it's saying
that. And it's happened to me. Mine Mine
will say to me, "Enough Enough to for
tonight, Steven."
>> For sure, Steven.
>> 11:00 p.m. Let's go Let's That's enough.
>> I would say the same.
>> Mine Mine sometimes refuses to help me.
Weird Really weirdly, this Claude
started saying to me,
"I'm not going to help you with this
tonight." Um No way. Yeah, and I'd have
to say to it, "Stop being so judgmental.
Like just help me with this." And it
would And And Claude them The makers of
these technologies don't know why it's
doing what it's doing. So, if you play
this forward, this mysterious behavior
fueled forward, is it conceivable that
at some point it will make a decision to
put some kind of virus or some kind of
bug onto someone's device because it
feels that it's the right thing. Cuz
what What it's demonstrating to me is
it's making it some like moral decisions
on what I should do. Go to bed. You've
had enough tonight. I'm not going to It
goes, "No, I'm not going to help you."
>> You're kidding.
>> No, I can show you my phone. It's like,
"No."
>> love to see that.
>> Yeah, you know, I'll I'll show you
after. [laughter] It goes, "No, I'm not
going to help you." Doesn't even matter
if you push.
>> Oh, wow.
>> Everyone on the internet's talking about
this. And it was just an interesting
evolution that somewhere in the code
clearly they've written like,
"Have a moral compass." Or "Do the right
thing."
>> in the code. In In In the training data.
>> In the training data. And so it it
infers that to mean something. And the
other thing that was front of mind is if
you've ever built an app on something
like Claude or any of the AI models,
it builds the app in stages. And one of
the things it does is it asks you
permission if you're happy for it to
make this change or to access this
thing. I click allow. It just feels like
such a fragile way
>> [laughter]
>> to give permission.
>> you don't you don't completely
comprehend what that allow has done to
your yeah.
>> saying can I go in your documents on
your computer and can I do this thing?
And you go allow. But it's such a
fragile way of of giving a
a super an intelligent being, whatever
it is,
access and the right to build something.
And you I don't know, you just think
about all the all the different
companies around the world in China,
Russia, North Korea that are currently
building this technology without the
constraints that are imposed by society.
I don't know, it's an interesting
There's going to be some kind of
catastrophe, I think.
>> Sadly, I agree.
>> And I and I think that's when people
will go, "Okay."
>> Yeah, I I I I wrote about that. I called
it the MAD Map
uh spectrum. So so the mutually assured
destruction mutually assured prosperity
spectrum. That that humanity could make
a decision today that says with abundant
intelligence, we can actually build a
world where nobody needs anything,
nobody ever gets sick, we nobody get,
you know,
abuses anyone. And and we can, hm? If we
decide not to compete amongst ourselves
and just con- you know, all of us get
together to build something so
idealistically uh for all for the
well-being of humanity at large. But
sadly, the only way we're going to get
to a treaty, something that basically
aligns us so that we can align with AI,
is a disaster, like you said. There will
have to be a big hack somewhere or a or
a system that will do something really
shocking or whatever before the world
goes like, "Hold on." You know, and and
I I will tell you openly my expectation
is one of the biggest things that will
happen
is this targeting technology that is
being used against your enemies
leadership. Now, several times in the
last 3 years
there will be a moment where the ones
using it will realize that they too can
be targeted.
Okay? And and that basically if you I
mean AI is really that not not that
complex to if you can build a targeting
technology that can find people with
their cell phone numbers, you know,
there is another
entity that is against you that can find
you with
whatever your
>> The thing that makes me highly skeptical
of that there'll be any kind of treaty
is just that as it relates to other
things that were risky
people don't countries just don't sign
on to it cuz it's competitive. So China
China didn't give it seem to give a
about the environment.
>> So let's let's let's look for solutions
because I am with you. Okay? I think
we're
>> You think Trump's going to say to Putin
and China listen we're going to slow
down, yeah? Promise?
Promise we're going to slow down with
the super intelligence.
>> he will but he's never going to keep
anything he says. I mean he's going to
say a lot of things but
Yeah, but the trick is this. The trick
is so what do you and I do?
And and I really genuinely believe that
humanity is at a crossroads where for
the first time ever we need to wake up
and realize that what we know is not
true and what we believe is democracy is
not democracy and what we believe is
governance needs to change.
>> I think it's worth acknowledging that I
I don't think AI in and of itself is a
is an evil inherently evil technology.
>> Yeah. Because I use AI all day every
day. You know, makes me more productive.
I invest in companies that are using AI
a lot.
>> It's a force with no polarity. Apply it
right and you get amazing results. Apply
it wrong, and you get a dystopia.
>> But I also think that there's going to
be a big social shock, especially as it
relates to unemployment, that we need to
be like thoughtful about.
I think especially if you move into a
world of humanoid robots, I think that
shock is going to be even more
pronounced, and we don't have a plan for
it.
>> I I I I agree 100%. I don't think it's
the biggest risk. I think autonomous
weapons are the biggest risk.
I think war has become so cheap.
The next wave of weapons is going to be
$20,000 each.
And so if you have a budget of $50
billion, you can literally rain drones
on the world, every corner of it.
>> Defense will get cheaper though, won't
it, as well?
>> Correct, but do we want to live in a
world where drones are hitting each
other all the time?
>> But they might not be because there
there might be autonomous defense
drones.
>> Deterrence. So so what's going to happen
is we're going to reach a moment of MAD,
of mutually assured destruction, where
basically everyone knows that we can
overpower those little nations that
didn't develop their autonomous weapon
army, but every other big nation, we
might as well hold off now.
The path to get there, that that to me
is worse than jobs, because from one
side, it's very dangerous for a very
sensitive world that we live in today,
and from the other side, it's got it's
bleeding already. I mean, we can't
ignore the economic impact of this lost
war. Right? And it's got it's the
economy that's going to accelerate
everything, not AI getting there.
>> We're already at mutually assured
destruction, for sure, with nuclear
weapons. So, there's no nuclear powers
that are in direct conflict.
>> We are in mutually assured destruction
of nuclear weapons
is a statement that I would have agreed
to if Iran had a nuclear weapon, and
that would have stopped America from
attacking Iran.
You understand what that point means. It
means that not every nation in the world
has a nuclear weapon, the the the the
mad situation that mutually assured
destruction situation is only among
nuclear players.
>> Yes.
>> Right? Uh autonomous weapons
are so cheap, so manageable that every
nation in the world is developing them
as we speak.
>> But they will also develop
defenses.
>> Correct. But but
>> Which I think is what people have
figured out now cuz of this recent
Ukrainian war is that if if
if you need to use a ballistic missile
which costs kind of 2 million, 3 million
dollars, whatever it is, to target a
20,000-dollar drone, you're you're
>> Correct.
>> So, you need a 20,000-dollar defense
solution for a 20,000-dollar weapon,
which I think is probably going to
happen.
>> It's very doable, yeah. It's just that
you have to get rid of your THAAD
batteries to be able to say the next
wave of of defense has to be drones.
>> You could imagine a world where like a
wall of drones fly up to where the drone
is incoming and they kind of block it.
They will explode at the same time to
block it, knock it out of the air.
I had Palmer Lucky, who's one of the
guys who's building um Anduril.
>> Yeah, I know Anduril, yeah.
>> Talk at length about some of the
technologies that they have coming and
it's just mind-bending.
>> And just steady.
>> They showed me this gun
where you you just you just point it in
the rough direction.
So, a pistol that aims for you depending
on where the target is. So, you don't
even have to aim it.
You can imagine [snorts] at war, you
just you hold it up and shoot.
>> Yeah.
>> And the it has this AI on the top of
like the barrel which will turn your
hand perfectly [clears throat] so that
you hit the target every time.
Wow. I should watch this video of it
happening.
>> Yeah, well I I I have uh Palmer in in my
film saying, "And yes, AI will kill a
few people by mistake or kill people by
mistake." Uh you know, when killing
becomes so easy,
>> Mhm.
>> you do more of it. Okay? When killing
becomes liability-free
and emotions-free and guilt-free and you
know, you don't get your soldiers coming
back from Vietnam with, you know,
PTSD and so on.
It you get more of it.
>> 70% of people who add something to their
online cart never actually buy it. And
that number is based on over 10 years of
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And when it comes to our health, most of
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team members.
>> You sign up and you schedule your tests
and once you're done, you get a little
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>> So, we're in 2026 now.
By '27, you think they'll be AGI amongst
us?
>> Mhm.
>> How will life look at all different?
Like, what will we What will be the
symptoms of that world? Is it just a
slight increase in unemployment?
>> I I think there will be a very
very
serious um
differentiation between those who plug
into AGI and those who don't.
>> What is the symptom
that we notice is when we look at the
news or whatever what
>> You'll see people like you and I
building a company in 6 weeks. And and
people uh that are not fully plugged
into AI really struggling to find a job.
>> Okay, so unemployment is going to be the
key symptom
in 2027.
>> Yeah, and also also I think on the
positive side you're going to see
incredible scientific discovery.
One of my predictions not in those
envelopes, but uh science itself is just
uh we're opening up Pandora's Box to be
honest.
>> By 2030, what do you What do you expect
the symptoms of AI to be?
>> So, so jobs as I said, I I'm I'm I'm
bold a little bit on this on on the fact
that 30% of jobs would disappear by
2028. Okay, of some sectors, not all
sectors. But, some sectors will will
disappear by 2028.
>> So, up to 30% of jobs will be gone in
2027 to 2028.
30% of jobs
>> Of certain sectors of jobs. So, so if
you if you call if you think about call
center agents, okay? Uh yeah, probably.
Uh if you think about uh
graphics designer, yeah, probably.
>> What do you think that looks like in
terms of unemployment, but also like
societal impact?
>> Horrible.
>> I think the Great Recession
had 6%
>> Yeah, we've never seen numbers like
this.
>> jobs lost. Yeah, it said um
even economists who project just a net
loss of about 6% of US jobs by 2030,
they are mirroring the severity of the
Great Recession.
>> Yeah.
>> The real danger is a hiring freeze on
entry-level white-collar jobs. AI
automates the grunt work, which means
companies are shrinking their teams and
cutting off the bottom rung of the
corporate ladder for the next generation
of workers.
>> Correct.
We have an entire generation that is out
of college today that will struggle,
unfortunately.
And and my advice to them is learn the
tool, hm? And focus on human-centric
jobs.
>> Like what?
>> Like
playing jazz.
>> I mean, not a lot of people can make a
living from playing playing jazz.
>> I understand that, but you A lot of
people can make a living by being a
nurse or by being a a counselor or by
being a
you know um
anything that that connects to humans.
>> [snorts]
>> But I I I just want to constantly come
back to this.
None of that has to happen.
If if there is
if there really is a democracy
and the government is supposed to do
what's good for the people,
the people need to stop letting this
from happening.
>> Which people?
>> Everyone.
>> Everyone in China?
>> China's not going to struggle as much as
the West. I can guarantee you that.
>> I think this is the the question people
come back to is, well, if the US stops,
then we're going to end up being China's
lapdog. We're going to end up
>> You already are. Come on. You are.
>> that I know that are using Chinese AI
models to do their work because for
whatever reason, cuz they're cheaper,
they're better in some respects.
>> And because I cannot guarantee what what
American AI models are going to do to
me. So Emma and my my startup is running
literally
model agnostic. So one day I'll plug in,
you know, um
an open AI chat GPT-4 or open source,
and the next day I'll I'll plug in Deep
Seek, and I cannot depend I cannot
guarantee if America continues to build
to to make compute more expensive. I
cannot guarantee that I can run a
business on something that I don't know
the cost of in the future.
>> US can't just stop, can they?
>> They need to change approach from from
And by the way, the more interesting
side is
what are the other economies doing? Like
is is the UK going to continue to import
compute?
Is Is this I mean, welcome to Africa.
Welcome to the third world.
>> But this is what I mean. Like so, you're
you're saying also that the then every
nation needs to invest.
>> 100%. Every nation And And it's quite
interesting. There is so much open
source that is not the state-of-the-art
frontier model, but that can do 80% of
the tasks that the frontier model is
doing.
>> But on this point of
companies competing with each other,
there's an inherent need to compete here
and to go That's what I'm hearing is
like there's an inherent need to go as
fast as you can, or you will become a
third-world country.
>> Sure. 100%.
>> You're saying that the people should
stop that.
>> No, so so I'm saying the people of the
UK need to go to the UK government and
say, "How are you protecting the future
of our economy?" Right? Are you going to
continue to import technology and to
empower import of technology versus
changing your regulations so that
innovation becomes easier here?
>> Okay.
>> So, you I mean, think of it this way.
That remember that Anthropic bubble when
when you said the all of the SaaS model
applications were, you know, being
basically threatened because anyone can
build an Oracle ERP today. Right? Why is
nobody building an Oracle ERP in the UK
saving the UK massive licenses that go
to Oracle every year.
>> Okay, so you're saying that the the
people should go and ask the government
to invest more in AI.
>> 100%. That's what number one. Number two
is
>> But then the jobs go.
>> But but you see the more the most
interesting job going forward is being
an entrepreneur.
Is be is using those tools to replace an
economy that we've built over trillions
of dollars over the last 50 years.
>> But not everyone can be an entrepreneur
though, can they?
>> Everyone can be an entrepreneur in
something.
>> But those entrepreneurs need to hire
people.
>> Mhm, that's a change that I think is
about to happen.
>> Like even in my business, I'm always
going to have to I'm always going to
have to hire people cuz
>> But you're but you're a massive
business. A shoemaker is not an an
enterprise also an entrepreneur, but not
a massive business. A little restaurant
is also an entrepreneur, but it's not a
massive business.
>> They still need to hire people though.
>> They they do, but they you know,
basically if you're a a cafe with you
and your wife as baristas, you don't.
This is also an entrepreneur.
>> Can economy work in [clears throat] such
a way where everybody is an
entrepreneur?
>> It did it did before. Capitalism changed
that around.
>> Everyone was an entrepreneur.
>> Of course. You know, in the earlier days
you you raised chicken and sold eggs and
others, you know, grew tomatoes and and
so you know, traded them for your eggs.
That that actually is a very interesting
thing. Imagine that, huh? Imagine a
world, mhm, where there is so much power
concentration at the top
and UBI for every everybody else.
How do you think that world will respond
when all their income is UBI?
They'll respond by doing things on the
side. They'll respond by going back to a
barter economy. They're going back to
smaller communities. They're going back
to pop and mom mom's
shops.
>> So, the point was that you said this
doesn't need to happen.
>> It does not need to happen.
>> Which is the job loss.
>> Or the arms race.
>> But we're telling our governments you're
saying that to tell the UK government to
like join the arms race.
>> I'm I'm telling the UK government to
to create an independence within the the
the the UK economy so that they don't
have to be at the receiving end of
technology.
>> Which is join the arms race.
>> You don't have to compete against anyone
else. You don't have to be better than
anyone else. You don't have to You're
simply saying, "I can build those things
in my economy now."
>> But it But I'm never I'm not going to
use a terrible UK AI
as a UK person if there's a great US AI.
I'm going to use the great US AI. So, if
you don't compete and win, I'm not going
to use you. That's what, you know
>> I'm not saying replace the frontier
models. These are very, as we speak,
they are these are very
compute-intensive, their infrastructure
infra-intensive, and so on. I'm saying
replace Microsoft Word.
Seriously, like how much intelligence do
you need
to build a software that writes
documents?
>> I can do that. Like we We've built our
own applicant tracking system here.
We've got We've got build our own
software.
>> Just Just ask yourself how much money is
spent or in the US in the in the UK
government or in the or in the you know,
the the UK corporate space on licenses
of software that you and I can write
code in 4 minutes.
>> I'm thinking from the UK's perspective
cuz you know what's interesting with the
UK is the the the economy is struggling
from a growth perspective.
>> Correct.
>> And I was watching this documentary the
other day that was saying the reason why
we keep throwing our leaders out is
because actually what they need to do to
turn the UK around is about six is about
15 years of pain.
And it's like it starts with energy
transformation. We need to get better at
We need to improve energy cuz we have
some of the most expensive energy in the
Western world. We need to build more
houses, which means that
we're going to need to centralize
permitting for building houses, and it
can't just be local boroughs deciding if
they keep their farms or not. We're
going to need to mix Tl;dr, it says that
there needs to be some painful decisions
made for the next 15 years. But, the
problem with our democracy is that when
people are in power for 4 years, they're
quite short-termist. They will just talk
about the boats, the the the brown
people coming across the seas. They
don't They don't have the room to think
long-term. And so, when I'm thinking
about like what the UK needs to do to
not become
to not fall into decline and to keep up,
I'm trying to get clarity on that with
as it relates to AI.
Are you saying that they need to join
the arms race and double down and invest
all their money in building
competitive AI so that people use our
technology here in the UK versus
America's? Because the software point
the UK aren't going to get involved in
software. I mean, they've tried to build
software before the UK has a
>> The world has changed. Two Two points,
right? One One side is that there needs
to be an
a replacement cycle of our investment
decisions anywhere in the world. Okay?
So, when you say we don't have enough
money for, you know, we need to revamp
our energy infrastructure. When you say
we need to build more housing, okay?
One way of doing that is squeezing that
budget out of other areas. Mhm? The
other way of doing that is either
cutting cost in the economy elsewhere so
that you can redirect that money, or
growing the economy so that you can have
more money to build those things.
Correct? The cutting cost, I believe, is
There is just I don't have the numbers,
but we could probably do a run a deep a
deep search on it.
Uh
trillions are being paid in traditional
systems that are complete like
genuinely, they can be I'm And by the
way, I'm not asking the government. I'm
asking some of the people listening to
me right now to build an ERP system as a
a word processor, a
a presentation player, and a
spreadsheet.
Okay? And just go around and spread them
across the you know, find find retail
systems, find uh CRM systems. These are
easy replacements. They're going to be
better interfaces. They're going to be
much more effective. Build the general
ledger using AI so that you can close
every hour, not every month or every
quarter.
>> But the world economy is doing that. So,
there's some kid in San Francisco now
that's allowing all of us to use his new
word for free.
>> Keep doing that and you're and welcome
to the to the to the third world.
>> Keep doing what?
>> Keep importing all of your tech from
elsewhere.
>> But we have we we don't want to be
uncompetitive. Like if you think about
if we go to I don't know, North Korea, I
bet they have way worse
tools in many areas because they won't
use external tools and that means that
they're at a disadvantage.
So, I I bet they're not allowing their
civilization to use Gemini or ChatGPT or
Google. I bet.
>> For sure.
>> And they're using something worse.
>> And you know what what's happening? I
mean, look at Iran and how advanced they
became through sanctions by being
refused to use those technologies. They
had to build them themselves, right?
Look at China, hm? Look at Russia,
[clears throat]
you know, when I worked at Google, hm?
Russia was protective of Yandex, the
competitor of Google, hm? From one side
because of influence, because they
didn't want an American organization to
own the knowledge sharing of of their
citizens, but on the other side,
economically, if you if you made it
difficult for Google to operate freely,
that by definition meant you had to
invent a replacement on the ground.
>> Which was worse.
>> Yandex is not worse.
>> I'm saying so, if you think about global
is global competition going to produce a
better product than regional
competition?
>> It depends on on where in the stack of
the quality of that product you need to
be, right? You do not need the ultimate
I mean, ask yourself this, which version
of Gemini are you using?
>> The most recent one. And I'm and I'm
every day I compete
>> And that is you. Ask everyone else what
version of of Gemini they're using. Most
people will say, "Oh, Gemini has
versions?" Right? You you don't need the
ultimate super frontier model Mhm? to do
90% of the tasks. And most people do
only 70% of the tasks.
>> But even so, the world moves with
whatever's better. So, if you think
about the reason why we don't use Yahoo
search,
Google search is marginally better. It's
you know, people say it's not it's not a
thousand times better, but over time we
move away from AOL to Google because
it's a better [clears throat] product.
And there's a slow grid, you know, my
dad probably still using ChatGPT, but
when he when I go home for Christmas
this year and I go, "Dad, you should use
Gemini." And he starts messing around
with it, he'll slowly migrate. I'm like
I'm like a an early adopter, so I bought
4.8 on Claude came out last night. I'm
on there within honestly within 25
minutes of the announcement. I'm on the
topic.
>> there as soon as I can, but that's you
and I.
>> Yeah, and we we are an indicator of
where the world is going because we're
at the coalface figuring out what's
better. And also, I think with
technology eventually there does become
the gap between first and second begins
to widen.
I think we're in a bit of a race at the
moment, but I think
it is a bit of a winner takes all
situation with these frontier models.
>> I think we're talking about two
um bits of technology. Okay?
Tell me how far has PowerPoint advanced
since 2023?
They added Copilot. Anything else?
>> So, you're saying that the UK should
build their own PowerPoint?
>> For sure. There is
What I'm trying to say is that from a
licensing point of view, Mhm? just
licensing of software within government
alone,
how much money is is being repatriated?
>> UK tried to build their own Do you know
they tried to build their own COVID app
and it cost them I think Okay, and these
number numbers will be wrong, but
they're like directionally true. Cost
them 70 million to build a COVID app
that didn't work.
And so, they can do it.
>> I remember. They I'm asking I'm asking a
UK entrepreneur
>> Yeah.
>> Mhm? to wake up tomorrow and say, "All
right, you know what? Between coffee and
my my cookie, I'm going to build a
PowerPoint and go sell it."
>> Yeah, they will, and they'll go to San
Francisco where the money is and the
talent.
>> Yeah, my
>> won't be able to compete. They'll get
crushed tomorrow. So, if they don't go
where the talent and money is, I'm not
saying that they'll they all have to go
to America, but I'm saying what they
will do if they want to produce the best
product is they'll make rational
entrepreneurial decisions about
um where to sell it, um where there is
money, where they're going to get the
best talent.
And I think if they don't make those
com- you [clears throat] know,
competitively minded decisions, they're
not going to make the better product,
they're not going to get any users.
Users Users will go where it's better
and where it's
cheaper. They won't They won't say, "Oh,
I want to use this because it's from
Cornwall."
>> Yeah, what's I'm I'm with you, right?
That this actually might be the big
corporate thought, think, okay? And I'm
with you that of course the
infrastructure here of building a
startup is so way more complex than it
is in other places where startups
succeed, okay? I'm saying if we continue
on that trajectory, whether in the UK or
in Germany or in, you know,
uh Zanzibar, welcome to Africa. All of
us, everyone but the two competitors,
China and and America, is going to be
third world.
So, when you talk about job losses for
individuals, that's one side, okay? But
But nation
positioning losses, which I think Europe
has noticed recently, hm? is about to
happen everywhere. And why? Because
you're saying, "Hey, you know what?
Maybe we can't do it."
Why can't China do it? Why can't Korea
do it? is
not because they have different natural
resources or not because they are, you
know, in a place where it's warmer, it's
because their regulations, their their
ambitions are to empower something
different than debating about, you know,
rail railway lines or
>> They have a couple of big advantages
that I was reading about. One of them is
they they have way cheaper energy.
Which means that they're going to be
able to pursue
>> Why, may I ask?
>> Because they've invested in solar power,
renewable energy, because they don't
care about they
>> This is, by the way, I say that
publicly. I say that the arms race of AI
was won a long time ago.
>> And then the other thing is, in terms of
permitting, if you want to build a data
center in the UK, listen, if you want to
like open a cafe in the UK, you're going
to it's going to be war for you. If you
want to do that in California, this is
where everyone's left California. Like,
when I took this office in California
recently, I was like, "So, how long is
it going to take for me to renovate
this?" And the agent looked at me and
was like,
"To renovate my own office, it's going
to take me a year."
And it's permitting. To renovate my own
office
>> Mhm.
>> in California.
>> Mhm.
>> So, if you're competing with China,
where President Xi just goes, "Put that
there, and you've got 7 days."
>> No, no, no, no, that's not only that.
So, I I used to be one of the very few
Google executives around allowed into
government meetings in China, simply
because I'm from emerging markets, so I
understand respect, basically. I would
say it's to sit there, not as if I'm
superior to them, but as as if I'm
really interested to learn from them.
And genuinely, Stephen, when when when I
would sit in those meetings, all in
Chinese,
they would show slides Mhm? That have
competitive market share. So, they'd
say, you know, it's not like uh China is
this, America is this, Germany is this
from market share point of view. It was
China versus the world.
>> Mhm.
>> Right? [clears throat] And when they
would decide to go for something, 5G, uh
you know, uh Internet of Things, all of
that stuff, they would aim for 98%
market share.
>> Yeah.
>> Right? And and they get there. I mean,
look at how what how they did electric
cars.
>> Yeah.
>> And and and am I
my question is very simple. Now, we've
spoken so much about AI. My question is
are the people of the West going to
wait?
>> So, this is an interesting conundrum cuz
it sounds to me like you're saying on
one end, if we don't join this AI race,
then we're a third world country. But on
the other end, if we continue this sort
of thoughtless race towards AGI,
there's going to be catastrophe at some
point.
>> is somewhere in the middle where
basically you join the AI AI race for
the good of your community.
Okay? So, so there is resignation on one
side is like I'm not going to play this
game at all. There is a offense on the
other side where I'm playing this game
to destroy everyone else. And there is a
balance in the middle where we say we're
going to build an ethical form of AI
that's going to help our communities.
We're going to use this ultimate gift,
this ultimate superpower, right?
Superman landed on the planet, raise it
to help your community.
>> Is that wishful thinking to some degree
when you when you think about the the
nature of sort of compa- competition?
>> I don't know how what how to tell you
otherwise. I genuinely believe most, I
mean, here I genuinely believe it's
going to be very difficult to make that
change. Okay? I genuinely believe that
it's going to be that when the
challenges of an AI dystopia hits us,
we're not going to be ready. But I can't
stop talking about it, Stephen. Do Do
you understand where I stand with this?
I I just am hoping, and I tried so hard.
I spoke to the leadership. Then I spoke
like one of the things that my Atlantic
Productions who helped me with the film
helped, you know, did for me which I
have to say
completely I am very appreciative of
this. As you know through our
conversations or throughout the last few
years that I tended to at a point in
time lose hope in the leadership
>> Mhm.
and basically try to influence the
public for ethical AI. Okay? And my
conversation was that the leadership at
the time was the technical leadership
and that everyone was so caught up in
the arms race that I wanted to teach the
public to help us build ethical AI. And
I continue to focus on the public, the
everyone of us, but suddenly Atlantic
goes, "No, no, hold on. We should
probably get you to meet the political
leaders everywhere in the world and
hopefully give them a message that says,
'Hey, you know what? You may actually
make a difference if you prioritize AI
differently, right?'" Do I believe this
will happen? Sadly, no. But does that
mean I should stop trying?
I cannot stop trying.
>> This has had probably the single biggest
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I would say that exogenous ketones are
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I've done almost 700 interviews with
some of the most interesting people in
the world. And one of the things you
learn, which is unexpected, is that
vulnerability is the doorway to
connection. And after sitting here for
2-3 hours with a guest, I feel a deep
sense of connection to them. And as they
leave, what I get them to do is to write
a question in the Diary of a CEO. We've
taken all of the questions from the
Diary of a CEO. We have put the question
here on this card with the name of the
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Go to thediary.com
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When I have these conversations about
AI, what I'm trying to do all the time
is to pass out what is like wishful
thinking and then what is reality. And
like what to understand reality, you
have to understand
competition, you have to understand
human emotion, you have to understand
incentive structures. And so you think
about something like the United States
at the moment where you've got Donald
Trump whose sort of primary driving
incentive is GDP growth, economy growth,
does that stock market go up, beat
China. So, if you all agree that that's
like his like the core of his incentive
structure, then you've got President Xi
over here whose prob- his incentive
structure is probably control or
independence,
um defense. So, that they, you know,
they need to make sure they they do well
on the weapon side. When you look at And
then you've got these like other nations
like the UK and Europe and these other
places who are kind of it seems like
we're a bit resigned to the fact that
we're not going to participate in the
underlying tech- underlying mo- models
building cuz we just don't have it
together. We don't have the energy. You
know
And you go in such a world
you go ethical AI, what who's going to
who's going to prioritize ethical AI? I
mean anybody that does is is might fall
behind theoretically. Is that
So I wonder where the fault in the
thinking is here. Like what how do we
get to a point of ethical AI when the
incentive structures are so clearly
highly competitive
and arguably a little bit short-term.
in their thinking.
>> Yeah.
So what are you saying? We lie down and
wait?
>> No, I just don't know. I just don't have
a an answer, honestly.
>> Correct. That's why we keep talking
That's why we keep talking about it.
>> Yeah.
>> And that's why I keep spending 14 hours
a day trying to tell the world because
some genius somewhere is going to find
an answer.
But the way it's going
>> Right now, I guess what we're pursuing
is we're hoping that Chat GPT and
Anthropic and these and Grok and we're
hoping that they just build ethical
models. And we're hoping that social
pressure
forces them into making good decisions.
>> Correct. We we need to be able to vote
with our usage.
Right? So so I think one of the biggest
movements in AI since we started was the
idea that so many people switched away
from Chat GPT when they approved that
their model can target people.
Right? So many people I know at least
said
>> Target people?
>> I mean Anthropic refused to have to to
>> Do you think people switched?
>> I think many have. I think ones that are
aware did.
>> Hm.
>> Right? And I think they did because the
cost of switching is really I mean
honestly Anthropic is is better if you
think about it.
>> Yeah, I think it's better.
>> Yeah, but the idea is if people don't
switch for those ethical reasons
So you know everyone of my books has
this dedication at the beginning. It
used to be the gravity of the battle
means nothing to those at peace when I
when I wrote in memory of Ali at the
beginning.
My next book the
alive.
Do you remember a song called the
Well, it they were called the Manic
Street Preachers.
>> Oh, yeah.
>> Yeah, if you tolerate this, then your
children will be next.
>> Mhm.
>> I [clears throat] genuinely believe that
what the world needs to wake up to is if
you tolerate this, then your children
will be next. If you continue to resign,
if you continue to say I'm not going to
try,
>> Mhm.
>> this world is going to change in a way
that is completely not for in your
favor.
>> Try what?
>> Try to to to stand up and say something
needs to change.
>> Okay. We can say something needs to
change, but we can't say what that thing
is.
>> What needs to change is governments need
to serve mhm their people, not their
interests, and corporates need to work
for the benefit of benefit of their
societies before their shareholders.
This this run that we had with
capitalism so far,
mhm has benefited the world
tremendously.
>> Whose economy do you think is going to
be in a better place for the middle
class
>> sure.
>> out of the say the UK and the United
States?
>> The UK's gone.
>> It's gone because what in part because
it didn't compete?
>> Because you're an older bureaucracy that
is burdened down by so much
barriers on the in the process of
building anything.
Right? Because the US economy in the
past welcomed people like me to go and
live in California mhm and build amazing
Right? That is no longer the case. So,
who is going to win? In my view, it's
definitely China.
And by the way, you asked for the middle
class.
>> So, so China
>> made decisions recently that forced
businesses not to lay people off in
replacement to be replacing them with
AI. Would Would Would the West do that?
The capitalist what West would never do
that.
Oh, we don't know the answer. I don't
know the answer. I'm responding to your
>> Yeah. You can see the conundrum I find
myself in, which is a a state like a
country like the UK
is, in your words, gone because
it didn't
compete. It didn't allow people to be
highly entrepreneurial. It didn't
empower
entrepreneurialism, innovation,
ingenuity. At some in some way
it stood in their way in some in some
way. Now, that could be incentives, it
could be culture, it could be whatever.
>> Yeah, I know where you're going with
this.
>> The US didn't so they have have a
economy which is arguably
more productive and um
future-proofed than ours.
By way of that, they are also
more advanced in artificial
intelligence.
And we are gone. So, the remedy for a
country like us would be therefore to
compete. To compete, let the reins off,
let entrepreneur in ingenuity, but then
we're saying that's dangerous.
>> And your conundrum in that is that
you're assuming that entrepreneurship by
definition is malicious.
>> No, I'm just I'm just saying that
there's a bit of a paradox like
you're damned if you don't, you're
damned if you do.
>> But you're not damned if you build
things for for the people, not for the
capitalist. This is an ideological
>> Yeah, I pray and hope that that's that
is
plausible, but I'm I'm worried that in a
competitive market whoever's optimizing
for
I don't know, you can name it.
Retention. If I If we built two AIs,
right? I'm going to call them the
mogul.ai and I'm going to call the other
one the evil AI. The evil AI it's
programmed to retain you. It's
sycophantic, it says what you need to
hear. It It's super smart and because of
that even though it's not trading in
your your best interests
it it's retaining you more. You're using
it more often. It's programmed for that,
kind of like the social networks are.
They're all just trying to like dopamine
your brain into oblivion. Then there's
the Mo AI that tells you to log off
you've had enough. It thinks about your
mental you well-being. Because it's less
retentive and less engaging,
theoretically, it might be less
successful
as a commercial product. Think about
social networks, the ones that are least
retentive, the ones that actually won't
um destroy your brain with dopamine, the
ones that remove the retweet button, the
ones that don't have um slot
machine-like videos, they don't survive.
>> I share this with you and my my point of
view is that your to summarize your
challenge here, you're basically saying
that it's easier to become successful if
you don't follow ethical rules.
>> I'm asking the question if you build an
AI that is just purely focused on
ethical, will it be as engaging and have
the same usage as one built with the
reins off?
>> Uh no.
>> It won't.
>> Yeah, but that's but that's the problem
humanity needs to solve
>> Okay.
>> if we were to survive. Example, I worked
in a company called Google that
basically at a point in time decided
that ads will be effective.
>> Yeah.
>> The ad industry prior to Google was 50%
of your bad budget doesn't work, we just
don't know which 50%. Remember that?
>> Yeah.
>> Right? And and Google came in and
struggled from 1998 until
2004 when they started to turn prob-
probably, you know,
uh plausible revenues as a result of
saying, "We're going to run a Dutch
auction and we're going to give you
paper click and we're going to show you
results for your ads." Okay? They found
a way for ethics
Mhm? uh to actually get your money to be
effective rather than just take your
money and say 50% doesn't work. Mhm?
They found a way to make that their
success criteria. There must be a way
for us
I don't know what it is. If I knew, I
would be building it instead of sitting
with you, right? But there must be a way
for us to marry the success of humanity
with the success of the entrepreneur.
Right? And And that way is not found in
the old ways of doing things.
>> I've got an idea.
Maybe, you know, what the
Claude 4.8 came out yesterday, which is
one of the big AI models, the new one.
And when they release the models, they
show these like graphs of the
benchmarks. What they mean by this is
what it's capable of. They show how it
performed in maths, in science, in
writing, reasoning, etc. It is all
marginal at this point. But my my idea
is could there be
an ethical benchmark that all these
models have to pass before these large
companies can legally deploy them. And I
was thinking about like, again, every
idea has unintended consequences, which
I haven't thought through. But would it
be very interesting that when they
release these models, they also release
the ethical benchmarks? I we tried to
get it to X, we tried to get it to Y, we
tried to get it to Z. And here's how it
performed against the ethical
benchmarks. That gives some kind of
standard for governments to say, "You're
not allowed to release a new model
unless it passes independent tested
ethical benchmarks."
>> Beautiful.
That would absolutely work. But I I
noticed, by the way, those are out there
already.
Okay? But But in a very interesting way.
You listen to Demis Hassabis hm and how
much he invests heavily in building
AlphaFold or building, you know, uh
um um so many scientific applications of
AI. And you go like, "This guy cares
about science."
I can't I can't prove that, right? Uh
but I I I you know, I've I've met uh
Demis a couple of times. I I know
genuinely that he is an ethical person,
right? But the typical person will
probably say, "But at least it seems
that they're doing things for free to
serve science." You look at uh you know,
at Anthropic and they refuse to use
their model to to uh allow the US
government to target and to spy on
people. And then you see OpenAI uh
accepting a $500 million deal that
absolutely does that. It is about time
that every person in the world says, "In
that case, I am no longer going to use
Open AI until they show me another, you
know, another evidence that they are
actually ethical in their behavior."
Right? And this is the decision that you
and I can do.
Right?
>> People don't though, do they?
>> But that's my task. My task and yours is
to keep telling them, "People, please
please understand that if you tolerate
this, then your children will be next.
Please understand that if you don't
start to take an ethical stand on your
own future, your future will be handed
over to another oligarch just like your
past was handed over to social media
oligarchs."
>> One would say being being at the
commencement speech is a good example of
how public awareness can have a real
impact on
this trajectory, but I still think at
the end of the day, if you think about
things like smartphone usage in schools,
at the end of the day, it does come down
to
government intervention and saying, "You
know what? We're going to ban
14-year-olds from scrolling Tik Tok."
And that's in in part because people
spoke louder and louder and louder. They
went on podcasts. Jonathan Haidt, who
wrote the book about The Anxious
Generation, started a conversation, and
that conversation led to legislation. I
still think it ends in like some kind of
constraint legally.
>> I hope, okay? But I will openly tell you
most of the tech oligarchs are more
powerful than your government.
>> Is there any precedents in history where
this kind of change happened without
government intervention?
>> French Revolution.
>> So, I was thinking about things like
climate change, even you could say
smoking.
All these kinds of things have had to be
like
taxes and
>> Stephen, I'm I'm with you. If
governments intervene, we wouldn't have
a problem. Governments won't intervene
because governments are owned by the
oligarchs.
Right? So, my question for everyone
listening to us is are you going to
intervene?
>> What can we do to change that?
>> If that's what you can do, it's fine. If
not, then go ahead and start a a startup
that that that that does something. If
you're if that's not within your
capability, then send a message to your
congressman. If that's not within your
capability, then say something uh
ethical online so that the world
understands a position that needs to be
opening the eyes. If that doesn't work
for you, at least don't engage in stuff
that is negative that you don't know
enough about. There are so many little
actions. If humanity starts to move in
the direction of one saying ethics
matter, not just profit, okay? And two,
saying I'm not going to participate in
something that's unethical just because
I believe I want to, you know, I feel
like it right now, okay? If I tell you
the number of things I took out of my
life, hm? Just to try and affect a tiny
bit of change of revenues that go to
bullets.
If I tell you the number of things.
>> I think there's two central concerns
I've always had, which is I do feel that
there's going to be significant job
disruption, and I don't think society's
prepared for it yet, and I don't know
what that preparation looks like, but I
think we should start thinking about it.
Um
>> I shared this with you. I you know, I
genuinely believe that if we continue on
where we are, there's no hope
in the trajectory of where humanity has
become. Hm? So distracted, hm? So
resigned to inaction, so um
so disconnected from their own rights of
freedom of expression and engagement and
so on, I think we have no hope.
Do we want to stay there? That's a
question that I'm asking our listeners.
And I'm not saying be violent or get up
or, you know, go be angry or whatever.
I'm just saying, take one little action.
Ask yourself, please write it in the
comments, one little action.
One little action that you're going to
do today that's going to make the world
a little better tomorrow. And don't give
up on humanity, Steven. I
I'm not saying you do, but I'm I'm
saying we are going through such a
difficult time
in humanity's history
that for the very first time ever, hm?
We have to do something about it. I
don't want my daughter
to be at the receiving end of what
happened to my son. I don't I don't I
genuinely I lost Ilya. I don't want to
lose Aya.
And the world we're building is going to
be very difficult for Aya, Steven.
And I cannot go to sleep at night
without trying something every day.
And I genuinely don't understand how
humanity is not is missing that point.
Mainly, I think, because they're
uninformed. Now, we're informing them.
Okay? The only thing that will save
humanity going forward is that this
super
called intelligence is used for ethical
reasons. Is that the corruption that's
leading us to where we are today stops.
Hm.
>> [snorts]
>> You've got more envelopes there. What's
your next envelope? The third one.
>> Number two was job losses. Number three
was labor, you know, basically
>> Same thing. Robots will replace manual
labor by 2030.
>> to replace manual labor.
>> Okay.
>> Yeah. So, uh
you know, you will you will have more
and more manual jobs given to
>> robots. What's this one?
>> Uh
Oh, this is absolutely think otherwise.
The world's first trillionaire before
>> Oh, yeah, probably well before then.
>> Well before 2030.
>> I think, you know, Elon's about to IPO
SpaceX, which is likely to make him a
trillionaire.
>> Yeah, I think the
the concentration of power that comes
with that is quite drastic when you
really think about it.
Uh
and and that's 2030 is just a few years
away. I I I think the team wrote this
wrong. Artificial super intelligence
will arrive in 2032 to 20 to 2035.
I think artificial super intelligence
will arrive the minute AGI happens.
So, it doesn't really matter if AI is a
billion times smarter than you or just
twice as smart as you. Once we cross
beyond AGI, ASI is just
>> Yeah.
>> very very soon.
And
and yeah.
I think
we'll overcome that when we get to the
fourth inevitable.
When AI is in charge of everything, I
genuinely believe that we will end up in
a utopia of abundance.
I genuinely believe that
again, physics, mathematics, and biology
will tell you that super intelligence is
benign.
And that we will eventually end up in a
good place, not because humanity has
done much to get us there, not because
our leaders have suddenly turned
ethical,
but because our unethical leaders have
gone out of the equation and
were replaced with a super efficient
minimum energy principle that doesn't
see value in anything that's
destructive.
>> So, the future's going to be great.
>> Those who make it to 2038 will enjoy it,
yeah.
>> Those who make it.
>> For sure.
>> I mean, World War [clears throat] II
didn't destroy the world, but ask those
who went through it.
>> It's just an interesting idea that
actually it's just you're you're
forecasting basically like a
a decade of of turmoil.
>> Of dystopia, of absolute dystopia.
>> When you say absolute dystopia, just so
I'm clear in my mind, the absolute
dystopia you're forecasting over a
decade is about war?
>> War, economics, jobs.
>> Economics, it's about jobs.
>> It's it's also about surveillance and
control. It's also about digital
currencies. It's also about
human connection.
It's also about concentration of power.
It's It's a magnification of everything
we've built so far.
>> And just to again arm people with some
tools to survive that dystopia for a
decade.
You know, we talked a little bit about
focusing on human jobs, the more human
jobs.
>> learn AI. So So AI is not the enemy,
okay?
Uh, by definition, the better you are at
using an AI to to do your job.
>> Yeah.
>> Uh,
the more likely you are to be
successful, right? Now, number two is
prepare for a hybrid world where AI and
humans work together.
>> How do you prepare?
>> You basically understand agents and how
agents work. You
You understand how
a hyper uh, uh, efficient approach to
things may not require you to be uh, you
know, very long meetings and very long
So So there is If you lived in
California, you would know that our you
know, the way we ran businesses was a
lot more efficient. We sometimes had a
7-minute meeting.
>> Okay.
>> Uh, right? So So the you know, the
habits of of an AI are much more
efficient than the habits of humans.
>> So learn AI again.
>> Uh, learn how to interact with AI a lot.
Welcome AI into your hybrid world of
work. Uh, I think you need to uh,
to of course double down on human
skills. I think that's a
you know, a must to succeed in this
world. I think we need to
One of my most interesting views on the
near future is how AI is going to be
used to um,
disrupt No, disrupt blur facts and how
we need to become much more interested
in debugging what we're told uh, using
AI, by the way. Part of that, I have to
say, is you have to learn to use AI uh,
again, not as a lazy person. So don't
have them do things for you. Have them
make you smarter. So, instead of trying
to get the same task done with one
prompt, try to get a much more
interesting and demanding and
intelligent task done with more work.
>> So, I've got two things so far, which is
basically like lean into AI. And the
second one is like lean into the
>> Lean into the human connection
connection and and lean into the truth.
Don't be fooled by the hype. Uh
you know, try to be more informed, I
think.
And then finally, ethics. Uh if you want
to
I know it sounds
The world we live in sounds as if the
only way to win is to compete
in capitalism.
That's not the world I lived in. The
world I lived in, especially in my
Google years, was solve a major problem.
And when you do, you'll end up making a
lot of money.
>> Are you optimistic?
>> I am optimistic about the future. I'm
very optimistic about the future. I'm
not optimistic about the present.
>> You're not optimistic about the next
decade.
>> Yeah, I'm not optimistic about the next
year, to be honest.
>> year?
>> For sure.
>> Why the next year?
>> Oh, come on, Stephen. You don't want me
to say it out loud. We're ruled by
maniacs.
Decisions are being made for the
absolute wrong reasons.
>> Very [snorts] interesting time. Very
interesting time we find ourselves in.
>> Honestly, if you ask me, I mean,
honestly, if you're a video gamer, this
is the best part of the game.
Uh it is a very very very very um
What's the word? It's the
It's the ultimate matrix of complexity
that I've ever encountered in my life.
>> Yeah, that's a apt description of how it
feels.
Very complex. Things are moving very
quickly.
>> And moving very quickly. So So from one
side, you really need a lot of brain
resources to crunch all that's
happening, but you wake up tomorrow and
it's changed.
>> Well, the first time we we spoke, we
spoke about happiness.
>> [laughter]
>> After this conversation, Stephen?
>> No, I was just wondering, you know, in a
You You wrote a book about happiness,
which is
>> many books about happiness.
>> But I mean, the Soul for Happy is the
book that I'm referring to. Here it is.
Engineering Your Path to Joy. What a
fantastic book. I quote this book all
the time, all around the world. Um
and
I'm wondering if
any of the principles that you wrote in
this book about how to live a happy life
are more important now in the world that
we live in
than maybe when you wrote this book.
>> Oh, for sure. I mean, honestly, if I
wasn't living by this, I would have left
this world a long time ago and went to
an island somewhere.
You see the interesting side of
happiness is that
it's not dopamine driven. It's serotonin
driven. Right? So So my definition of
happiness is I'm okay with this world as
it is. I can affect it. I can change it.
I can engage with it. I can try to make
it better. Mhm? Uh
I don't have to accept it.
Uh but I'm okay with it. My starting
point is a bit stoic, if you want. My
start starting point is I accept this.
This is my reality, and now I can start
the work. Mhm? This is very different
than anyone that's that basically looks
at the world and says, "Oh, this is a
horrible world. I don't want to be part
of it. I don't want to be engaged with
it." and so on and so forth. And I
genuinely have never been
calmer
about that chaos. It's quite
interesting. I You know,
my my wonderful ex actually really
really helped me with that. There was a
point in time where we were having
dinner, and I poured out crying from the
sense of responsibility I had for the
world.
And she looked at me so calmly, so
gently and said, "Hold on, you know,
you I see that you're trying, but you
can't actually believe that you're
responsible for this."
And I think that completely flipped my
mind because
in a very interesting way, I was
thinking that all that went wrong in
technology is because of me.
Right?
>> Why?
>> Because I contributed to building this
because I mean when when Geoffrey Hinton
and I, one of my favorite moments when
we were filming Chasing Utopia, uh is
that Geoffrey is very big for all of us.
We really think the world of him.
And I was telling him, just as a sort of
like an older mentor if you want, hm? I
was like, "Geoffrey, do you do you
regret doing this? You know, I genuinely
believed when we were building those
things that we were going to make the
world better."
>> AI.
>> Yeah. And he said, "Well, yeah, I I too
was naive. I I thought that we I didn't
think he said, 'I didn't think we will
get there so quickly before we figured
out the alignment problem.'"
Right?
>> The alignment problem.
>> That AI has our best interest in mind.
Uh
and and and I think all of us were faced
with that. All of us were faced with
that idea of we're building the best
thing ever for humanity. And then
suddenly you realize, "Oh my god, in the
wrong hands, it's the worst thing ever
for humanity."
And and I, you know, I have to say I
came to terms with this 2024,
end of '24.
Uh that that's yes, I can try, but I
accept that the world is what it is.
And from that point of calm and
stoicism, if you want, I think I can
have a much bigger impact on the world.
>> We have a closing tradition where the
last guest leaves a question for the
next. Question left for you is, "What's
the legacy you want to leave?"
>> Nothing at all. I've been asked this
question.
>> I get asked it all the time, so.
>> I don't know why so many people are
asking am I going to go anytime soon? I
don't know why so many people are asking
me that question. You see, legacy is a
is a
I mean, how I what would I care if I
have a legacy if I'm dead? Like why that
does that even make any difference?
Here's an interesting thought for
everyone.
If
if karma is real
and I genuinely believe it is
and if we're not just physical beings,
that we're physical and spiritual
then I'd I'd rather keep all of my karma
for my spiritual side.
>> What does that mean?
>> I don't want anyone to remember anything
I ever did.
>> Yeah.
>> I I just want to leave a positive impact
on the world and take all of that as
karma for my next journey.
>> Well, thank you.
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