How Risk Taking, Innovation & Artificial Intelligence Transform Human Experience | Marc Andreessen
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In this episode of the Huberman Lab podcast, host Andrew Huberman interviews Marc Andreessen to explore the psychology and environmental conditions necessary for high-level innovation. Andreessen identifies four critical personality traits derived from the "Big Five" model that exceptional innovators typically possess: extreme openness to new ideas, high conscientiousness allowing for years of deferred gratification, low agreeableness enabling them to withstand social resistance, and a very high IQ. He notes that these traits are often contradictory; individuals who excel in one area may struggle with another, making the combination rare. Furthermore, Andreessen emphasizes that while personality traits have genetic components, they do not determine destiny. Many highly capable people choose traditional administrative roles rather than innovation because it avoids stress and failure risk, whereas true innovators like Elon Musk feel compelled to pursue their ideas despite significant personal pain, anxiety, and social ostracism. The conversation shifts to the definition of Artificial Intelligence (AI) and its transformative potential for human experience. Andreessen clarifies that modern AI is not based on hyper-literal Von Neumann architecture but rather on neural networks modeled after the human brain. Unlike traditional computers that execute precise instructions step-by-step, these systems operate conceptually by synthesizing information and making judgments similar to humans. He illustrates this with examples of self-driving cars recognizing complex scenarios like distinguishing a plastic bag from a child or identifying faces in various conditions—tasks previously impossible for rule-based machines but now handled superiorly by AI. Andreessen argues that contrary to dystopian fears, these technologies will augment human intelligence rather than replace it, offering unprecedented capabilities in health advice, psychological support, and daily decision-making governance if implemented correctly. A significant portion of the discussion addresses the hostile landscape innovators face from established institutions, academia, and media. Andreessen describes a modern form of American puritanism where social ostracism and "cancel culture" act as barriers to new ideas, often suppressing legitimate scientific or technological breakthroughs before they can be realized. He references historical examples like Lysenkoism in the Soviet Union and compares current societal reactions to music or behavior with past witch hunts that led to unjust imprisonments. While some argue that history's pendulum always swings back toward progress, Andreessen points out that many markets and systems crash without recovery, suggesting that only those who possess a "denting" force—individuals convinced of the truth of their ideas despite opposition—can succeed in such environments. He asserts that if an idea is real and scientifically sound, it possesses an inherent resilience against social pressure or name-calling. Finally, Andreessen analyzes why small teams often outperform massive bureaucracies like IBM or Facebook. Large organizations suffer from combinatorial communication overhead, where internal political warfare for promotions becomes more dangerous than external competition, effectively paralyzing execution. In contrast, small groups can move quickly and adapt to issues instantly because all necessary members are present in the room. Andreessen recounts his early experience at IBM, which utilized a specific model of "wild ducks"—a select group of eight innovators allowed to break rules and invent new products while the rest of the workforce followed strict protocols. He argues that for large institutions like universities or governments to foster innovation today, they must adopt this parallel funding system where exceptional individuals are supported directly rather than being driven out by rigid hierarchies. Ultimately, he concludes that success in a restrictive environment requires immense courage and willpower, as innovators must be willing to endure years of skepticism while holding onto the truth of their vision until it inevitably succeeds.
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welcome to the huberman Lab podcast
where we discuss science and
science-based tools for everyday
[Music]
life I'm Andrew huberman and I'm a
professor of neurobiology and
Opthalmology at Stanford school of
medicine today my guest is Mark andreon
Mark andreon is a software engineer and
an investor in technology companies he
co-founded and developed Mosaic which
was one of the first widely used web
browsers he also co-founded and
developed Netscape which was one of the
earliest widespread used web browsers
and he co-founded and is a general
partner at andrees Hartz one of the most
successful Silicon Valley venture
capital firms all of that is to say that
Mark Andre is one of the most successful
innovators and investors ever I was
extremely excited to record this episode
with Mark for several reasons first of
all he himself is an incredible
innovator second of all he has an
uncanny ability to spot the innovators
of the future and third Mark has shown
over and over again the ability to
understand how Technologies not yet even
developed are going to impact the way
that humans interact at large our
conversation starts off by discussing
what makes for an exceptional innovator
as well as what sorts of environmental
conditions make for exceptional
innovation and creativity more generally
in that context we talk about
risk-taking not just in terms of
risk-taking in one's profession but
about how some people not all but how
some people who are risk-takers and
innovators in the context of their work
also seem to take a lot of risks in
their personal life and some of the
consequences that can bring then we
discuss some of the most transformative
technologies that are now emerging such
as novel approaches to developing clean
energy as well as AI or artificial
intelligence with respect to AI Mark
shares his views as to why AI is likely
to greatly improve Human Experience and
we discuss the multiple roles that AI is
very likely to have in all of our lives
in the near future Mark explains how not
too long from now all of us are very
likely to have ai assistants for
instance assistants that give us highly
informed Health advice highly informed
psychological advice indeed it is very
likely that all of us will soon have ai
assistants that govern most if not all
of our daily decisions and Mark explains
how if done correctly this can be a
tremendously positive addition to our
life in doing so Mark provides a stark
counterargument for those that argue
that AI is going to diminish Human
Experience so if you're hearing about
and or concerned about the ways that AI
is likely to destroy us today you going
to hear about the many different ways
that AI Technologies now in development
are likely to enhance our human
experience at every level what you'll
soon find is that while today's
discussion does center around technology
and Technology development it is really
a discussion about human beings and
human psychology so whether you have an
interest in technology development Andor
AI I'm certain that you'll find today's
discussion to be an important and highly
Lucid view into what will soon be the
future that we all live in before we
begin I'd like to emphasize that this
podcast is separate from my teaching and
research roles at Stanford it is however
part of my desire and effort to bring
zero cost to Consumer information about
science and science related tools to the
general public in keeping with that
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huberman and now for my discussion with
Mark andreon Mark welcome Hey thank you
delighted to have you here and have so
many questions for you about Innovation
AI your view of the landscape of tech
and Humanity in general I want to start
off by talking about Innovation from
three different
perspectives there's the inner game so
to speak or the psychology of the
innovator or innovators thing like their
propensity for engaging in conflict or
not their propensity for having a dream
or a vision and in particular their
Innovation as it relates to some
psychological trait or expression so
we'll get to that in a moment the second
component that I'm curious about is the
outer landscape around innovators who
they place themelves with uh the sorts
of choices that they make and also the
sorts of personal relationships that
they might have or not have and then the
last component is this notion of the
larger landscape that they happen to
find themselves in what time in history
uh what's the geography Bay Area New
York Dubai Etc so to start off is there
a common trait of innovators that you
think is absolutely essential as a seed
uh to creating things that are really
impactful yeah so I'm not a psychologist
but I've picked up some of the concepts
uh some of the some of the terms and so
i' it was a great moment of delight in
my life when I learned about the Big
Five personality traits because I was
like aha there's a way to actually
describe right the answer to this
question in at least reasonably
scientific terms um and so I I think
what you're looking for when you're when
you're talking about real innovators
like people who actually do really
creative breakthrough work I think
you're talking about a couple things so
one is very high in what's called
tradeit openness right which is one of
the big one of the big five um which is
basically just like Flatout open and new
ideas um and of course the the nature of
trade openness is trade openness means
you're not just open to new ideas in one
category you're open to many different
kinds of new ideas and so we might talk
about the fact that a lot of innovators
also are very creative people in other
aspects of their lives right even
outside of uh their their specific
creative domain so that's important but
of course just being open is not
sufficient because if you're just open
you could just be curious and explore
right and spend your entire life reading
and and doing you know talking to people
and never actually create something so
you also need um a couple other things
you need a high level of
conscientiousness which is another one
of the big five you need somebody who's
really willing to apply themselves in
our world typically over a period of
many years right to be able to to to
accomplish something great you know they
they typically work very hard um that
often gets obscured because the stories
that end up getting told about these
people are you know it's just like this
was this kid and he just had this idea
and it was like a stroke of Genius and
it was like a moment in time and you
know it's just like oh he was so lucky
and it's like no like for most of these
people it's years and years and years of
of Applied effort and so you need you
need somebody with like an extreme you
know basically willingness to defer
gratification and really apply
themselves to a specific thing for a
long time um and of course this is why
there aren't very many of these people
is there aren't many people who are high
in openness and high in
conscientiousness because to a certain
extent they're they're opposed right
traits and so you need somebody who has
both of those third is you need somebody
high in disagreeableness which is the
third of the big five um so you need
somebody who's just like basically
ordinary uh right because if they're not
ordinary then they'll be talked out of
their ideas by people who will be like
oh well that you know because the
reaction most people have new ideas is
oh that's dumb um and so somebody who's
too agreable will will be easily
dissuaded to to not to you know not
pulling the threat anymore so you need
somebody highly disagreeable again the
nature of disagreeableness is they tend
to be disagreeable disagreeable about
everything right so they tend to be
these very sort of iconic clastic you
know kind of renegade characters um and
then there's just a table sticks
component which is they just also need
to be high IQ right they just they just
need to be really smart because it's
just it's hard to innovate in any
category if you can't synthesiz large
amounts of information quickly um and so
those are four like basically like high
spikes you know very rare traits that
basically have to
have to come together um you could
probably also say they they probably at
some point need to be relatively low in
neuroticism which is another the big
five because if they're too neurotic
they probably can't handle the stress
right so so it's kind of this this this
dial in there and then of course if
you're if you're if you're into like
this the sort of Science of the big five
basically you know these are all people
who are on like the far outlying kind of
point on the on the normal distribution
across all these traits and and then
that just gets you to I think the the
sort of hardest topic of all around this
this this whole concept just just there
are very few of these people do you
think they're born with these traits
yeah well so the they're born with the
traits and then and then of course the
traits are not you know genetics are not
Destiny and so the the the traits are
not deterministic in the sense of that
you know just because they have those
personality traits doesn't mean they're
they're going to you know deliver great
creativity but like they need to have
those properties because otherwise
they're just not either going to be able
to do the work or they're not going to
enjoy it right or I mean look a lot of
these people are highly capable
competent people you know it's very easy
for them to get like high-paying jobs in
traditional institutions and you know
get lots of you know traditional Awards
and you know end up with big paychecks
and you know there there's a lot of
people at you know big institutions that
we we know you and I know well and I I
deal with many of these where people get
paid a lot of money and they get a lot
of respect and they go for 20 years and
it's great and they never create
anything new right and so there's
there's a lot of Administrators a lot of
them yeah a lot of lot of them end up in
administrative jobs um and that's fine
that's good the world needs you know the
world needs that also right the the
innovators can't run everything because
everything you know the the the rate of
change would be too high society I think
probably wouldn't be able to handle it
so you need some people who are on the
other side who are going to kind of keep
the lights on and keep things running um
but but there is this decision that
people have to make which is okay if I
have the sort of latent capability to do
this is this actually what I want to
spend my life doing and do I want to go
through the stress and the pain and the
trauma right and the anxiety right and
the risk of failure right and so do do I
really want to once in a while you're
run into somebody who's just like can't
do it any other way like they they just
have to who's an example of that I mean
El elan's the you know the Paramount
example of our time and he and I I bring
him up in part because he's such an
obvious example but in part because he's
talked about this um in in in in
interviews where he he basically says
like he's like I can't turn it off like
the ideas come I have to pursue them
right it's why he's like running five
companies at the same time and like
working on a sixth right um uh it's just
like he can't he can't turn it off you
know look there's a lot of other people
who are probably had the capability to
do it who ended up talking themselves
into or you know whatever events
conspired to put them in a position
where they did something else um you
know obviously there are people who try
to be creative who just don't have the
the capability and so there there's some
V diagram there of determinism through
traits but also choices in life and then
also of course the situation in which
they're born the context within which
they grow up culture right what their
parents expect of them and and so forth
and so you have to you know you kind of
get all the way through this you have to
thread all these all these needles kind
of at the same time do you think there
are folks out there that meet these
criteria who are disagreeable but that
can feain agreeableness you know that
can
for those just listening Mark just
raised his right hand um um in other
words that that can sort of um phrase
that comes to mind maybe because I can
relate to a little bit they um sneak up
through the system meaning they behave
ethically as it relates to the
requirements of the system they're not
breaking laws or breaking rules in fact
quite the opposite they're paying
attention to the rules and following the
rules until they get to a place where
being disagreeable feels less
threatening to their overall sense of
security yeah I mean look the really
highly competent people don't have to
break laws right like it's it's the
there was this there was this there was
this myth you know that's sort happened
around the movie The Godfather and then
there was this character my Lansky you
know who's like ran basically the mafia
you know 50 60 70 years ago and there
was this there was this great line of
like well my Lansky had only like
applied himself to running General
Motors he would have been the best CEO
of all time it's like no not really
right like the people who are like great
at running the big companies they don't
have to they don't have to be my bosses
they don't have to like break laws they
can you know they can they can do they
can work they're they're smart and
sophisticated enough to be to work
inside the system you know they don't
need to take the easy out so I I don't
think there's any implication that they
have to you know that they have to have
to break laws that said they have to
break Norms right and and specifically
the the thing this is probably the thing
that gets missed the most because the
process of the process of innovating the
process of creating something new like
once it works like the stories get
retconed um as they say um in comic
books so the stories get adapted to
where it's like it was inevitable all
along you know everybody always knew
that this was a good idea you know the
person has won all these Awards Society
embraced them it's if if invariably if
you if you were with them when that was
when they were actually doing the work
or if you actually get a couple drinks
into them and talk about it it' be like
no that's not how it happen at all they
faced a wall of skepticism just like a
wall of basically social you know
essentially denial no this is not going
to work no I'm not going to join your
lab no I'm not going to come work for
your company no I'm not going to buy
your product right no I'm not going to
meet with you and so they they they they
get just like tremendous social
resistance so they're they're not
getting positive feedback from their
from from their social network the way
that more agreeable people
need to have right and this is why this
is why agreeableness is a problem for
Innovation if if you're agreeable you're
going to listen to the people around you
they're going to tell you that new ideas
are stupid right end of story you're
you're not going to proceed um and so I
I would put it more on like they need to
be able to deal with they need to be
able to deal with social discomfort to
the level of ostracism um or at some
point they're going to get shaken out
and they're just going to quit do you
think that people that meet these
criteria do Best by banding with others
that meet these criteria early or is it
important that they form this deep sense
of self like the ability to cry oneself
to sleep at night or you know line the
fetal position worrying that things
aren't going to work out and then still
get up the next morning and get right
back out there right so Sean Parker has
the best line by the way on on on on
this he says you know being a being an
entrepreneur being a Creator is like uh
you know getting PED in the face like
over and over again he said eventually
you start to like the taste of your own
blood and I love that line because it
makes everybody like massively
uncomfortable right but it gives you a
sense of like how basically painful the
process
if you talk to any entrepreneur you know
who's been through it about that they're
like oh yeah that's exactly that's
exactly what it's like so so so there is
this there is a big individual component
to it but look but look it can be very
lonely right um and it especially you
know very hard I think to do this if if
nobody around you is trying to do
anything even remotely similar right and
if you're getting just universally
negative responses like I you know very
few people I think have very few people
have the ego strength to be able to
survive that for years so I do think
there's a huge advantage and and this
why you you do see clusters there's a
huge advantage to clustering right and
so you have and and you know throughout
history you've had this clustering
effect right you had you know clustering
of the great artists and sculptors and
Renaissance Florence you know you had
the clustering of the philosophers of
Greece you have the clustering of tech
people in Silicon Valley you have the
clustering of creative you know arts
movie TV people in Los Angeles right and
so forth and so on you know for you know
there's always a scene right there's
there's there's always like a Nexus and
a place where where people come together
um you know for for these kinds of
things so generally speaking like if
somebody wants to work in Tech innovate
in Tech they're going to be much better
off being around a lot of people who are
trying to do that kind of thing than
they are in a place where nobody else is
doing it having said that the clustering
has it can have downsides it can have
side effects and and you put any group
of people together and you do start to
get group think even among people who
are individually very disagreeable um
and so these same clusters where you get
these very idiosyncratic people they do
have fads and Trends just like every
place else right and so they get they
get they get wrapped up in their own
social dynamics the good news is the
social dynamic in those places is
usually very forward-looking right um
and so it's usually it's usually like
you know it's I don't it's like a herd
of iconic class looking for the next big
thing right so iconic class looking for
the next big thing that's good the herd
part right that's what you got to be
careful of so even when you're in one of
these environments you have to be
careful that you're not getting sucked
into the group think too much when you
say group think to you mean excessive
friction do to pressure testing each
other's ideas to the point where things
just don't move forward or are you
talking about group think where people
start to form a consensus or the um
self-belief that gosh we are so strong
because we are so different um what what
do you can we better Define group think
it's actually less either one of th
those things both happen those are good
those are good uh the part of group
think I'm talking about is just like we
all we all basically zero in we we just
end up zeroing in on the same ideas
right in Hollywood there's this classic
thing it's like you know there are years
where all of a sudden there's like a lot
of volcano movies it's like why are
there all these volcano movies and it's
just like I don't there was just
something in the gal right there was
just something in the air you know look
Tech Silicon Valley has this you know
there there are moments in time where
you you'll have these but it's like the
old thing like what's the difference
between a fat and a trend right you know
fat fat is the trend that doesn't last
right um and so you know Silicon Valley
is subject to fads and both fads and
Trends just like any place else right in
other words you take smart disagreeable
people you cluster them together they
will act like a herd right they they
will end up thinking the same things
unless they try very hard not to you've
talked about these personality traits of
great innovators before um and we're
talking about them now you invest in
innovators you try and identify them and
you are one so you can recognize these
traits here I'm making the presumption
that you have these traits indeed you do
um we'll just get that out of the way um
have you observed people trying to Fain
these traits um and are there any
specific questions or um behaviors that
are a giveaway um that they're
pretending to be the young steep jobs or
that they're pretending to be the the
young Henry Ford um pick your list of
other other names that qualif ify as uh
authentic legitimate innovators um we
won't name names of people who have
tried to disguise themselves as true
innovators but what are some of the um
uh the the litmus tests and uh I realize
here that um we don't want you to give
these away to the point where they're uh
lose their potency but if you could
share a few of those help that's good
we're we're actually pretty open book on
this so um so yeah so so first of all
yes so there are people who definitely
try to like come in and basically
present as being something that they're
not and they you know like they've read
all the books they will have listened to
this interview right they they will you
know they study everything and they they
construct a facade um and they come in
and presented something they're not I
would say the amount of that varies
exactly correlated to the NASDAQ um
right and so when stock prices are super
low like you actually get the opposite
when stock prices are super low people
get too demoralized and people who
should be doing it basically give up
because they just think that whatever
whatever the industry is over the trend
is over whatever it's all hopeless um
and so you get this flushing thing so
nobody ever shows up at a stock market
low right and says like I'm the new I'm
the new I'm the new Next Big Thing um uh
and and and and doesn't really want to
do it because because there are higher
status the kinds of people who do the
thing that you're talking about they're
they're fundamentally oriented for
social status they're they're trying
they're they're trying to get the social
status without actually without actually
the substance and there are always other
places to go get Social Status so so
after 2000 the joke was um so you know
when I got to Silicon Valley in 9394 the
valley was dead we can talk about that
by 98 it was roaring and you had a lot
of these people showing up who were you
know Bas you basically had a lot of a
lot of people showing up with with side
kind of stories 2000 market crash by
2001 the joke was that um there were
these terms B to C and B2B and in 1998
they meant B to C meant um business to
Consumer and B2B meant business to
business which is two different kinds of
business models for internet companies
by 2001 uh B to B to B meant back to
banking uh and B to C meant back to
Consulting right which is the high
status people who the people oriented to
status who showed up to be in Tech were
like yeah screw it like this is over
stick a fork in it I'm going to go back
to you know golden or go back to
Mackenzie you know where I can where I
can where I can be high status and so
you you you get this flushing kind of
effect that happens in in a downturn um
that said on a on a in a big upswing
yeah you you get you get a lot of you
get a lot of people showing up with with
a lot of um you know with a lot of uh
you know kind of let's say public
Persona without the substance to back it
up um so the way we stress that I can
actually say exactly how we test for
this which because it's the test exactly
addresses the issue in a way that is
impossible to fake um and and it's
actually this it's actually the same way
homicide detectives trying to find out
if you if you're if you're if you've
actually like if you're innocent or
whether you've killed somebody it's the
same it's the same tactic um which is
you you ask increasingly detailed
questions um right and so you know the
way the homicide cop does this is you
know what were you doing last night you
know oh I was at a movie well which
movie you know which theater you know
okay which seat did you sit in you know
okay what was the end of the movie right
like right and you you ask increasingly
detailed questions and people have
trouble at some point people have
trouble making up and things just fuzz
in it just just kind of obvious
and basically fake Founders basically
have the same problem they have a con
they're able to relay a conceptual
theory of what they're doing that
they've kind of engineered um but as
they get into the details it just it
just fuzzes out whereas the the the true
people that you want to back that can do
it basically what you find is they've
spent five or 10 or 20 years obsessing
on the details of whatever it is they're
about to do and they're so deep in the
details that they know so much more
about it than you ever will and in fact
the best possible reaction is when they
get mad right um which is also what the
homicide cops say right what you
actually want is you actually want the
you want the emotional response of like
I can't believe that you're asking me
questions this detailed and specific and
picky and they kind of figure out what
you're doing um and then they get upset
like that's good that's perfect right
but but but they they have you know but
then they have to prove in themselves in
the sense of like they have to be able
to answer the questions in in in great
detail do you think that people that are
able to answer those questions in great
detail have actually taken the time to
systematically think through the
ifans of all the possible implication of
what they're going to do and they have a
specific vision in mind of how things
need to turn out or will turn out or do
you think that um they have a a vision
and it's a no matter what it will work
out because the world will sort of bend
around it I mean in other words do you
think that they Place their Vision in
context or they simply have a vision and
they have that tunnel vision of that
thing and that's going to be it let's
use you for an example um with Netscape
I mean that's how I first came to know
your name um when you were conceiving
Netscape did you think okay there's this
search engine and this browser and and
it's going to be this thing that looks
this way and works this way and feels
this way um did you think that and also
think about you know that there was
going to be a gallery of other search
engines and it would fit into that
landscape of other search engines or
were you just projecting your vision of
this thing as this unique um and special
um brainchild let me give the general
answer and then we can talk about the
specific examp so the general answer is
what what Entre entrepreneurship
creativity Innovation is what economists
call decision making under uncertainty
right and so in both parts was important
decision- making like you're going to
make a ton of decisions because you have
to decide what to do what not to do and
then uncertainty which is like the
world's a complicated place right and
and in mathematical terms the world is a
complex adaptive system with feedback
loops and like it's really I mean it's
it's EXT you know Isaac azimov wrote the
you know the in his novels he he wrote
about this field called psycho history
right which is the idea that there's
like a supercomputer that can predict
the future of like human Affairs right
and it's like we don't have
that not yet not yet get that later we
certainly don't have that yet um and so
you're just dealing you know military uh
uh commanders call this the fog of War
right you're you're just dealing with a
situation where the number of variables
are just off the charts it's all these
other people right who are inherently
unpredictable making all these decisions
in different directions and then the
whole system is combinatorial which is
these people are colliding with each
other influencing their decisions and so
I mean look
the most straightforward kind of way to
think about this is it's just it's
amazing like anybody who believes in
economic Central planning it always
blows my mind because it's it's just
like try opening a restaurant like try
just opening a restaurant on the corner
down here and like 5050 odds the
restaurant's going to work and like all
you have to do to run a restaurant is
like have a thing and serve food and
like and it's like most restaurants fail
right and so and restaurant people run
restaurants are like pretty smart like
they're you know they're they usually
think about these things very hard they
all want to succeed um and it's hard to
do that and so to start a tech company
or to start an artistic movie or to or
to fight a war like you're just going
into this like basically B conceptual
Battleground or military terms real
Battleground where there's just like
incredible levels of complexity
branching future paths and so there
there's nothing it's it's you know
there's nothing predictable and so what
we look for is basically the the the
sort of D the really good innovators
they've got a drive to basically be able
to cope with that and deal with that and
they they basically do that in two steps
so one is they try to pre-plan as much
as they possibly can and and and we call
that the process of navigating the we
call theide maze right and so the idea
maze basically is I've got this general
idea and it might be the internet's
going to work or search or whatever and
then it's like okay in their head they
have thought through of like okay if I
do it this way that way this third way
here's what will happen then I have to
do that then I have to do this then I
have to bring in somebody to do that
here's the technical challenge I'm going
to hit and they've got in their they got
in their heads as best anybody could
they they've got as complete as sort of
a map of possible Futures as they could
possibly have and and this is where I
say when you ask them increasing
detailed questions that's what you're
trying to kind of get them to kind of
chart out is okay how far ahead have you
thought and how much are you
anticipating all of the different twists
and turns that this is going to take
okay so then they start on day one and
then of course what happens is you know
now they're now they're in it they're in
now they're in the fog of War right
they're in true true uncertainty and now
that idea m is maybe not helpful
practically but now they're going to be
basically constructing on the Fly day by
day as they learn and discover new
things and as the world changes around
them and of course it's a feedback loop
because they're going to change you know
if their thing starts to work it's going
to change the world and then the fact
the world is changing is going to cause
you know their plan to you know to
change as well um and so yeah the great
the great ones basically they they
course correct you know they the great
ones course correct every single day you
know they take stock of what they've
learned um you know they they modified
the plan um the great ones tend to think
in terms of hypothesis right little bit
like a scientific sort of mentality
which is they tend to think okay I'm
going to try this like I'm gonna go into
the world I'm gonna announce that I'm
doing this for sure right like I'm gonna
say like this is my plan I'm gonna tell
all my employees that I'm gonna tell all
my investor that I'm going to put a Stak
in there it's my plan and then I'm going
to try it right um and even though I
sound like I have complete certainty I
know that need to test to find out
whether it's going to work and if it's
not then I have to go back to all those
same people and have to say well
actually we're not going left we're
going right and they have to run that
Loop thousands of times right and they
had you know to get through the other
side and this this led to the creation
of this great term pivot which has been
very helpful in our industry because the
the word when I was when I was young the
word we used was up um and pivot
like sounds like so much better sounds
like so much more professional but yeah
you like make mistakes it's just it's
just too complicated to understand you
course correct you adjust you evolve
often these things at least in business
the businesses that end up working
really well tend to be different than
the original plan but that's that's part
of the process of a really smart founder
basically working their way through
reality right as as as they're executing
their plan the way you're describing
this has parallels to a lot of models in
biology and the practice of science um
you know random walks but that aren't
truly random pseudo random walks in
biology Etc but one thing that uh is
becoming clear from the way you're
describing this is that I could imagine
a great risk to early success so for
instance somebody develops a product
people are excited by it um they start
to implement that product but then the
landscape changes and they don't learn
how to Pivot to use the um less profane
version of it right they don't learn how
to do that in other words the uh and I
think of everything these days um or
most everything in terms of reward
schedules and dopamine reward schedules
because that is the universal currency
of reward um and so when you talk about
the Shawn Parker quote of um learning to
enjoy the Tastee of one's own blood that
is very different than learning to enjoy
the taste of success that's right right
it's about internalizing success as a
process of being self-determined and
less agreeable Etc in other words
building up of those five traits becomes
the source of dopamine perhaps in a way
that's highly adaptive so on the outside
we just see the product the end product
the iPhone the MacBook the Netscape Etc
but I have to presume and I'm not a
psychologist um but I have done
neurophysiology and I've studied the
dopamine system enough to know that
what's being rewarded in the context of
what you're describing sounds to be a
reinforcement of those five traits
rather than oh it's going to be this
particular product or the company's
going to look this way or the logo is
going to be this or that that all seems
like the peripheral to um what's really
going on that great innovators are
really in the process of of establishing
neural circuitry that is all about
reinforcing the me and the process of
being me yeah yeah so this this goes to
yeah so this is like extrinsic versus
intrinsic motivation so the the Steve
Jobs kind of Zen version of this right
or the sort of hippie version of this
was the journey is the reward right he
he always he always told he always told
his employees that is like look like you
know everybody thinks in terms of these
big public markers like the stock price
or the IPO or the product launch or
whatever he's like no it's it's actually
the the process itself is the point
right and and and if you to your point
if you have that mentality then that's
that's an intrinsic motivation not an ex
extrinsic motivation and so that's the
kind of intrinsic motivation that can
keep you going for a long time another
way to think about it is competing
against yourself right it's like can I
get better at doing this right and can I
prove to myself that I can get better um
there's also a big social component to
this and this is one of the reasons why
Silicon Valley punch is so so far above
its weight as a place um there's a
psychological component which is also
goes to the comparison set um so a
phenomenon that we've observed over time
is the leading uh tech company in any
City uh will aspire to be as large is
the previous leading tech company in
that
City but often not larger right because
they sort of they have a model of
success and as long as they beat that
level of success they've kind of you
know checked the box like they've made
it you know and and then they but then
in contrast you're in Silicon Valley and
you look around and it's just like
Facebook and Cisco and Oracle and you
know F Packard and Gladiators yeah and
you're just like looking at these you
know Giants and and and you know many of
them are still you know Mark Zuckerberg
still you know going to work every day
and like trying to trying to do you know
like and so like these people are like
you know the role models are like alive
right right they're like right there
right and it's so clear like how much
better they are and how much bigger
their accomplishments are and so what
what we find is Young Founders in that
environment have much greater
aspirations right because they just
again maybe it's May at that point maybe
it's the social status maybe there's
there's an extrinsic component to that
but or maybe it helps calibrate that
internal system to basically say
actually you know no the opportunity
here is not to build a local you know
what you might call local maximum form
of success but let's build to a global
maximum form of success which is which
is something as big as we possibly can
um ultimately the great ones are
probably driven more internally than
externally when when it comes down to it
and that is where you get this
phenomenon where you get people who are
you know extremely successful and
extremely wealthy who very easily could
punch out and move to Fiji and just call
it and they're still working 16-hour
days right and so obviously something
explains that that has nothing to do
with external rewards and and I think
it's it's it's an internal
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huberman I've heard you talk a lot about
the inner landscape the inner psychology
of these folks and I appreciate that
we're going even deeper into that today
and we will talk about the the landscape
around whether or not Silicon Valley or
New York whether or not there are
specific cities that are ideal for
certain types of Pursuits I think there
was an article written by Paul Graham
some years ago about um the
conversations that you overhear in a
city will tell you everything you need
to know about whether or not you belong
there uh in terms of your uh
professional Pursuits um some of that's
changed over time and now we should
probably add Austin to the mix as um
because it was written some time ago um
in any event I want to return to that
but I want to focus on an aspect of this
intrinsic versus extrinsic motivators in
terms of something that's a bit more
cryptic which is uh one's personal
relationships you know if I think about
the um catalog of innovators in Silicon
Valley some of them like Steve Jobs had
complicated personal lives romantic
personal lives early on then it sounds
like he worked it out I don't know I
didn't uh I wasn't their couple's
therapist but you know he um when he
died he was in a marriage that for all
the world seemed like a happy marriage
um you also have examples of innovators
who have had many partners many children
with other partners Elon comes to mind
um you know I don't think I'm disclosing
anything that isn't already obvious um
those could have been happy
relationships and just had many of them
but the reason I'm asking this is you
can imagine that for the innovator the
person with these traits who's trying to
build up this this thing whatever it is
that having someone or several people in
some cases um who just truly believe in
you when the rest of the world may not
believe in you yet or at all right could
be immensely powerful and we have
examples from Cults that um uh embody
this we have examples from politics we
have examples from Tech Innovation and
science uh and I've always been
fascinated by this because I feel like
it's the more cryptic and yet very
potent form of allowing someone to build
themselves up it's a combination of
inner psychology and extrinsic
motivation because obviously if that
person were to die or leave them or um
cheat on them or you know pair up with
some other innovator which we've seen
several times recently and in the past
it can be devastating to that person but
what are your thoughts on the role of
personal and in particular romantic
relationship as it relates to people
having an idea and their feeling that
they can really bring that idea to
fruition in the world so it's a real
mixed bag you have lots of examples in
all directions I and I think it's
something like it's something like
something like following so first is we
talked about the personality traits of
these people they tend to be highly
disagreeable doesn't Foster a good
romantic relationship highly discre
people can be difficult to be in a
relationship I may have heard of that
once or twice before a friend may have
given me that example yeah right and you
know maybe you just need to find the
right person who like complements that
and is willing to you know there's
there's a lot of relationships for like
you it's always this question about
relationships right which is do you want
to have the same personality you know
growth profile the same behavioral
traits basically as your partner or do
you actually want to have you know is is
it an opposit opposites thing and you
know look I'm sure you've seen this
there are relationships where you'll
have somebody who's highly disagreeable
who's paired with somebody who's highly
agreeable and it actually works out
great because one person just gets to be
on their Soap Box all the time and the
other person's just like okay right it's
fine right it's fine it's good um you
know you put two disagreeable people
together you know maybe Sparks Fly and
they have great conversations all the
time and maybe they come to hate each
other right and so um so anyway so these
people if you're going to be with one of
these people you're fishing out of the
disagreeable end of the pond and and
again when I say disagreeable I don't
mean you know these are these are normal
distributions I don't mean like 60%
agreable 80% disagreeable the people
we're talking about are
99.99% disagreeable right so these are
ordinary ordinary people so so so part
of it's that and then of course they
have the other personality traits right
they're they're you know super
conscientious they're super driven as a
consequence they tend to work really
hard they tend to not have a lot of time
for you know family vacations or other
things you know they're not they then
they don't enjoy them if they're forced
to go on them and so again that kind of
thing can Fray at a at a relationship so
so there's a so there's a fair amount in
there that's loaded like somebody's
going to partner with one of these
people needs to be signed up for the
ride um and that's that's a hard thing
you know that's a hard thing to do or or
you need a true Partnership of two of
these which is also hard to do so I
think that's part of it um and then look
I think a big part of it is you know
people achieve a certain level of
success um and you know either in their
own minds or you know publicly um and
then they start to be able to get away
with things right um and they start to
be able to like well okay you know now
we're rich and successful and famous and
now I deserve you know and and this is
where you get into I view this now in
the realm of personal choice right you
get in in this thing where people start
to think that they deserve things um and
so they start to behave in you know very
bad ways um and and then they blow up
their personal worlds as a consequence
and maybe they regret it later and maybe
they don't right it's always a always a
question um so yeah so I think there's
that um and then I don't know like yeah
some people just need maybe the other
part of it is some people just need more
emotional support than others and I
don't know that that's a big I don't
know that that tilts either way like I
know I know some of these people who
have like great loving relationships and
seem to draw very much on having this
kind of firm foundation to rely upon and
then I know other people who are just
like their personal lives are just a
continuous train wreck and it doesn't
seem doesn't seem to matter like
professionally they just keep doing what
they're doing and and and maybe there's
a maybe we could talk here about like
you know whatever is the personality
trait for risk-taking right like some
people are so incredibly risk-prone that
they need to take risk in all aspects of
their lives at all times and and if if
if part of their life gets stable they
find a way to blow it up um and that's
some of some of these people you could
describe in those terms also yeah let's
talk about that um because I think um
risk-taking and sensation seeking is
something that fascinates me um for my
own reasons and in my observations of
others
um does it dovetail with these five
traits in a way that can really serve
innovation in ways that can benefit
everybody the reason I say to benefit
everybody is because there is a view of
how we're painting this picture of the
innovator as this like really cruel
person um but often times what we're
talking about are innovations that make
the world far better for billions ions
of people yeah that's right yeah by the
way everything we're talking about also
is not just in Tech or science or or in
business it's also everything we're also
talking about is trueu for the Arts
right so you know the history of like
artistic expression is you know you have
people with all these same kinds of
traits well I was thinking about Picasso
and his and his regular turnover of
lovers and partners and he was very open
about the fact that it was one of the
sources of his productivity UHC
creativity uh he wasn't shy about that
um I I suppose if he were alive today it
might be a little bit different he might
be judged a little differently right or
that was histor for you know behaving in
a pattern that you know was very awful
for the people around him and he didn't
care right right maybe they left him
yeah like you know who knows right so so
so you know puts and takes to all this
um but um but no okay so I have a theory
so here here's a theory this this is one
of these I keep a list of things that'll
get me kicked out of a dinner party um
topics at any given point in time do you
read it before you go in yeah I just I
yeah have it on my on auto recall so
that I can I can get out of these things
but um so here here's the thing that get
me kicked out of a dinner party um uh
especially these days um so uh think of
the kind of person where it's like very
clear that they're like super high to
point there is somebody super high
output and whatever domain they're in
they've done things that have like
fundamentally like changed the world
they've brought new whether it's
businesses or Technologies or art you
know works of art um uh you know entire
schools of of creative expression in
some cases to the world and then at a
certain point they blow themselves to
smithin right and they do that either
through like a massive like Financial
Scandal they do that through a massive
personal you know breakdown they do that
through some sort of public expression
that causes them a huge amount of
problems you know they say they say the
wrong thing maybe not once but several
hundred times and blow themselves to
smithin um and and and there's this you
know there's this kind of Arc there's
this moral Arc that people kind of want
to apply which it's like the Icarus you
know the the you know flying too close
to the Sun and you know he had it coming
and he needed to keep his ego under
control and you get kind of this you
know kind of this this this this
judgment that applies um so I have a
different theory on this so the term I
use to describe these people and a lot
of and by the way a lot of other people
who don't actually blow eles up but get
close to it um which is a whole another
set of people um I call the martyrs to
civilizational progress right so so and
we're backwards civilizational progress
so look the only way civilization gets
moved forward is when people like this
do something new right because
civilization as a whole does not do new
things right groups of people do not do
new things right these things don't
happen automatically like by by by
default nothing changes the only way
civilizational change on any of these
axes ever happens is because one of
these people stands up and says you know
no I'm going to do something different
than what everybody else has ever done
before so this is the this is progress
like this is actually how it happens
sometimes they get lionizer rewarded
sometimes they get crucified sometimes
the crucification is literal sometimes
it's just you know symbolic but like you
know they are those kinds of people um
and then and then and then murders like
when when they go down in flames like
they have and again this is where it
really screws the people's moral
judgments because everybody wants to
have the sort of super clear story of
like okay did a bad thing and he was
punished and I'm I'm like no no no no no
no he was the kind of person who was
going to do great things and also was
going to take on a level of risk and
take on a level of sort of extreme
Behavior such that he was going to
expose himself to Flying Too Close to
the sun Wings melt and crash to ground
but but but it's a packaged deal right
the the the reason you have the picassos
and the beethovens and all these people
is because they're willing to take these
extreme level of risks they they they
are that creative and original not just
in their art or their business but in
everything else that they do that they
will set themselves up to be able to
fail psychologic you know a psychologist
would probably or psychiatrist would
probably say you know maybe you know to
what extent do they actually like have a
Death Wish do they do they actually you
know at some point do they want to
punish themselves do they want to fail
that I don't know but you see this they
they they they deliberately move
themselves too close to the Sun and and
and you can you can see it when it's
happening because like if they get too
far away from the Sun they deliberately
move back towards it right you know they
they come right back and they they want
the risk uh and so anyway like I I I
yeah so Martyrs to civilizational
progress like this is progress happens
when these people crash and burn the
natural you know inclination is to judge
them morally I tend to think we should
basically say look like and and I don't
even know if this means like giving them
a moral pass or whatever but it's like
look like this is how civil civilization
progresses and we need to at least
understand that there's a
self-sacrificial aspect of this that
that may be tragic and often is tragic
but it it is it is quite literally
self-sacrificial are there any examples
of great innovators who um were able to
compartmentalize their risk-taking
uh to such a degree that they had what
seemed to be a morally impeccable life
in every domain except in their business
Pursuits yeah that's right so some
people are very some people are very
highly controlled like that um some
people are able to like very narrowly
and I I don't really want to set myself
an example on a lot of this but I will
tell you like as an example like I I
will never use debt in business uh
number one you know number two like I
have the most plaed personal life you
can imagine number three I'm not I'm the
last person in the world who ever going
to do an extreme sport I mean I'm not
even going to go on the sa on the ice
bath like I'm not I'm not doing any of
this like I don't doing any I'm not
skiing I'm not I'm not on the Titan I'm
not you know I'm not going down to see
the Titanic goodness you weren't I'm not
doing any of this I'm not doing any of
this stuff I have no interest I don't
play golf I don't ski I I have no
interest in any of this stuff right and
so like there are and I know people like
this right who are very high Achievers
who just like yeah they they're they're
they're completely segmented they're
extreme Risk Takers in business they're
completely button down on the personal
side they're completely button down you
know financially they're you know they
they're scrupulous with following every
Rule and law you can possibly imagine
but but they're still fantastic
innovators and then I know many others
who are just like they've their life is
on fire all the time in every possible
way and whenever it looks like the fire
is turning into Embers they figure out a
way to like relight the fire right um
and they just really want to live on the
edge and so I I think that's maybe I
think that's an independent variable and
again I would apply the same thing I
think the same thing applies to the Arts
um you know classical music as an
example like I think Bach was you know
as an example one of the you know kind
of best you music of all time had just a
completely sedate personal life you know
never had any aberant Behavior at all in
his personal life you know Family Man
tons of kids apparently you know pillar
of the community right and so like if
Bach could be Bach and yet not like burn
his way through you know 300 Mistresses
or
whatever you know maybe you can too so
in thinking about these two different
categories of innovators those that take
on tremendous risk in all domains of
their life and those that take on
tremendous risk in a very
compartmentalized way um I don't know
what the percentages are uh but I have
to wonder if in this Modern Age of the
public being far less forgivable what
I'm referring to is cancel culture um do
you think that we are limiting the
number of
Innovations in total like by just simply
frightening or eliminating an enormous
category of innovators because they
don't have the confidence or the means
or the um strategies in place to
regulate so they're just either bowing
out or they're getting crossed off
getting canceled one by one so do you
think the public is less tolerant than
they used to be or more
tolerant well the systems that uh I'm
not going to be careful here I think the
um the large institution systems yes are
not tolerant of what the public tells
them they shouldn't be tolerant of um
and so if there's enough noise there's
enough noise in the mob I think
institutions bow out and here I'm
referring not just to univer they
essentially say okay they let the
cancellation proceed or they and maybe
they're the maybe they're the gavl that
comes down but but they're not the the
lever that got the thing going and so
I'm not just thinking about universities
I'm also thinking about advertisers I'm
thinking about um the big movie houses
that um cancel a film that a given actor
might be in because they had something
in their personal life that's still
getting worked out I'm thinking about
people who um are in a legal process
that's not yet resolved but the public
has decided they're a bad person Etc my
question is are we really talking about
the
public I I agree with your question and
I'm going to come back to it but I I'm
going I'm so I'm going to examine one
part of your question which is is this
really the public we're talking about
and and I would just say exhibit a is
who is the current front runner for the
Republican
nomination um
today in the
public at least on one side of the
political aisle seems very on board
right um number two like look uh you
know there's a certain musician who like
you know flew too close to the Sun blew
himself to smithin he's still hitting
all highs on music streams every month
the public seems fine like I I think the
public might I I would argue the public
is actually more open to these things
than it actually maybe ever has been um
and we could talk about why that's the
case I think it's a it's a
differentiation and this is what what
your question was aiming at but it's a
differentiation between the public and
the elites um and so so so I my view is
everything that you just described as an
elite phenomenon um and actually the
public is very much not on board with it
interesting and and and so what's
actually happening is the division
what's happened is the public eles have
gapped out the the the public is more
forgiving of of of what previously might
have been considered kind of eper and
extreme behavior um right F Scott
fitgerald there are no second acts in
American lives it turns out completely
wrong turns out there second acts third
acts fourth act apparently you can have
a limited number of Acts the public is
actually up for it yeah I mean I think
of somebody like Mike Tyson right I feel
like he's every you know his life
exemplifies um everything that's amazing
and great and also terrible about
America if we took Mike Tyson to dinner
tonight at any restaurant anywhere in
the United States what would happen he
would be loved oh he would be likeed he
would the outpouring of enthusiasm and
passion and love would be incredible
like it would be unbelievable this this
is a great example like it just like the
and again I'm not even G to draw more
I'm not even going to say agree with
that or disagree with that I'm just like
we I think we all intuitively know that
the public is just like 100% like
absolutely like he's a legend like he's
a legend he's a living legend he's like
a cultural Touchstone absolutely and you
see it when he shows up in movies right
he shows I remember the I mean the big
breakthrough figured this out with
respect to him because I don't really
follow sports but when he showed up in
that it was that first Hangover movie
and he shows up and you know I was in a
theater and like the the audience just
goes Banana's crazy they're so excited
to see him yeah he evokes Delight I
always say that Mike Tyson is the only
person I'm aware of that can wear a
shirt with his own name on it and it
somehow doesn't seem uh wrong in fact it
just kind of makes you like him more
yeah um it's it his ego feels very
contoured in a way that uh he knows who
he is and who he was
and and yet there's a there's a
humbleness woven in maybe as a
consequence of all that he's been
through I don't know um but yeah people
love Mike public loves him now exactly
now you know if he shows up to like
lecture at Harvard right like I think
you're probably going to get a different
reaction I don't know I don't know I
mean David Simon you know the the guy
who wrote The Wire gave a gave a talk at
Harvard and um and it sounded to me
based on his report of that um which is
very interesting in fact um that people
adore um people who are connected to
everybody in that way like I feel like
everybody loves Mike from from above his
status the sides below his status he's
just sort of he he occupies this this
Halo of of love and adoration okay all
right yeah um yeah and then look the
other side of this is the is is the
elites and you kind of alluded to this
of the institution so so basically it's
like the people who are like at least
nominally in charge or feel like that
they should be in charge yeah I want to
make sure we uh Define elite so you're
not necessarily talking about people who
are wealthy about people who have
authority within institutions so the
ultimate definition of an elite is who
can get who
fired right like that's the the ultimate
T who can get who fired boycotted
blacklisted ostracized like when push
prosecuted jailed like when push comes
to shove right I think that's always the
question who can destroy whose career
and of course you'll notice that that is
heavily asymmetric when when these
fights play out like there's very clear
which side can get the other the other
side fired which side which side can't
um and so yeah so look I think we live
in a period of time where the have
gotten to be extreme in a number of
dimensions and I think it's
characterized by for sure extreme group
think extreme sanctimony um extreme you
know moral you know I say dudgeon um you
know extreme you know this this weird
sort of modern puritanism um and then an
extreme sort of morality of like
punishment and Terror um against their
perceived enemies um but but I wanted to
I want to go through that because I
actually think I actually think that's a
very different phenomenon I think what's
happening with the elites is very
different than what's happening in the
in the population at large and then of
course I I think there's a feedback back
Loop in there which is I think the
population at large is not on board with
that program right I think the elites
are aware that the population is not on
board with that program I think they
judge the population negatively as a
consequence that causes the elites to
harden their own positions that causes
them to be even more alienating to the
population and so they're you know
they're in sort of an oppositional
negative feedback loop um and yeah it's
going to be and you know it's but again
it's a sort of question okay who who can
get who fired and so you know Elites are
really good uh at getting like normal
people fired ostracized banned you know
hit pieces in the Press like whatever um
you know for normal people to get Elites
fired they have to really like band
together right and really mount a
serious challenge which mostly doesn't
happen but but might be starting to
happen in some cases do you think this
um Power of the of the elites over um
stemmed from social media sort of going
against its original purpose I mean when
you think social media you think you're
giving each and every person their own
little reality TV show their own voice
and yet um we've seen a dramatic uptick
in the number of cancellations and
firings related to immoral Behavior
based on things that were either done or
Amplified on social media it's almost as
if um the public is holding the wrong
end of the knife yeah so the way I
describe it so so I so I use these two
terms and they're somewhat
interchangeable but Elites and
institutions and then they're they're
somewhat interchangeable because who
runs the institutions the elites right
so it's it's a it's a sort of a self
self-reinforcing thing um any know
institutions of all kinds institutions
everything from you know the government
bureaucracies companies nonprofits
foundations NOS you know tech companies
you know on and on and on like you know
people who are in people who are in
charge of big complexes and that that
carry a lot of basically power and
influence and capability and money as a
consequence of their positional
Authority right so you know the head of
a giant Foundation may never have done
anything in their life that would cause
somebody to have a high opinion of them
as a person but they're in charge of
this you know gigantic multi-billion
dollar complex and have all this power
the results and so that's just Define
terms institutions um so it's actually
interesting uh Gallup uh has been doing
polls on The Following on the question
of of trust in institutions which is
sort of a therefore proxy for trust and
Elites uh basically since the early
1970s um and what you find and and they
do this across all the categories of big
institutions you know basically every
every everyone I just talked about a
bunch of others big business small
business Banks newspapers broadcast
television um the military police so
they've got like 30 categories or
something and basically what you see is
almost all the categor basically started
in the early ' 70s at like 60 or 70%
trust and now they've basic almost
across the board they've just done had a
complete basically linear slide down for
50 years basically my my whole life um
and you know they're they're they're now
bottoming out you know Congress and
journalists bottom out at like 10
per. right like the the two groups
everybody hates are like Congress and
journalists um and then it's like a lot
of other big institutions are like 20 in
their 20s 30s 40s actually big business
actually scores fairly high tech score
is quite High the military score is
quite high but basically everything else
has really caved in and so so this is
sort of my fundamental challenge to
everybody who basically says and you you
didn't do this but you you'll hear this
the simple form of this which is social
media caused the current trouble and
it's called this an examp collapse in
faith and institutions and and Elites
let's call that part of the current
trouble um everybody's like well social
media caused that I was like well no
social media social media is new right
in the last you know social media is
effectively new practically speaking
since 2010 2012 was when it really took
off um and so if the trend started in
the early 1970s right and has been
continuous then we're dealing with
something broader um and and and and U
Martin G uh wrote I think the best book
on this called the Revolt of the public
where he goes through this in detail and
and he he he does he does say that um
social media had a lot to do with what's
happened in the last decade but he says
yeah if you go back you look further it
was basically two things coinciding uh
one was just a general change in the
media environment and in particular the
1970s is when you started to and
especially in the 1980s is when you
started to get um specifically talk
radio which was a new outlet um and then
you also start you also got cable
television um and then you also by the
way it's actually interesting in the 50s
60s you had paperback books which was
another one of these which was an outlet
so you you you had like a fracturing of
the media landscape that started in the
50s through the 80s and then of course
the internet like blew it wide open
having said that if the elites and the
institutions were fantastic you would
know it more than ever information is
more accessible and so the other thing
that he says and I agree with is the
public is not being tricked into
thinking at least institutions are bad
they're they're they're learning that
they're bad right and and and the
mystery and therefore the mystery of the
gallet pole is why those numbers aren't
all just zero right which is you know
arguably you know in a lot of cases
where they should be I think one reason
that oh and by the way he thinks this is
bad so he and I have a different view so
here's where he and I disagree he thinks
this is bad so he's he basically says
you you can't replace elites with
nothing you can't replace institutions
with nothing if if if because what
you're just left with is just going to
be wreckage you're going to left with a
completely basically you know atomized
out of control societ that has no
ability to Marshal you know any sort of
activity in any direction it's just
going to be a doggy dog awful you know
World um I have a very different view on
that which we can which we can talk
about yeah I'd love to I'd love to hear
your views on that yeah I'd like to take
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the quick question I was going to ask
before we go there is I think that one
reason that I and many other people sort
of reflexively assume that social media
caused the the demise of our faith in
institutions um is well first of all I
wasn't aware of this um uh lack of
correlation between the the decline in
faith and institutions and and the rise
of social media but secondarily that
we've seen some movements that have um
essentially rooted themselves in Tweets
in comments and posts that get Amplified
and those tweets and comments and posts
come from Everyday People in fact I
can't name one person who initiated uh a
given cancellation or movement because
it was the sort of dog piling or mob
adding on to some person that was
essentially Anonymous so I think that
for many of us we we have the bot to use
Neuroscience language is sort of a
bottomup and a perspective oh you know
someone sees something um in their daily
life or experiences something in their
daily life and they tweet about it or
they comment about it or they post about
it and then enough people dog pile on
the accused that um it picks up force
and then the elites feel compelled um
obligated to cancel somebody um that
tends to be the narrative and so I think
the logical conclusion is oh you know
social media allows for this to happen
whereas normally someone would just be
standing on the corner shouting or
calling lawyers that don't have faith in
them and you know you got the like the
Aaron Brockovich model of a you know um
you know that turns into a movie but
that's a rare case of this lone woman
who's got this idea in mind about how um
big institution is is doing wrong uh or
somebody is doing wrong in the world and
then can leverage big institutions
excuse me but the way that you describe
it is that the elites are um are leading
this oh this shift so 100% so what is
the role of the public in it I mean I
mean just to give it a concrete example
um if for instance no one um tweeted or
commented a me too or no one tweeted or
commented about um some ill behavior of
some I don't know University faculty
member or um business
person would the elite have come down on
them anyway oh yeah so what's happening
so would based on what I've seen over
the years um is is it's it's there is so
much astroturfing right
now there are entire categories of
people who are paid to do this um some
of them we call journalists um some of
them we call activists some of them we
call you know NGO you know nonprofit
some of them we call University
professors like some of them we call
grad students like whatever they're paid
to do this you know I don't know if
you've ever looked into the
misinformation industrial complex
there's this whole universe of basically
these funded groups that basically do
quote unquote misin you know quotequote
misinformation and and they're
constantly mounting these kinds of
attacks they're constantly trying to Jin
up this kind of basically Panic to cause
somebody to get fired like so it's not a
Grassroots it's the opposite of
Grassroots no and almost always going to
trace these things back it was it was a
journalist it was an activist it was a
it was a it was a public figure of some
kind um these are entrepreneur there's
these are entrepreneurs in in a sort of
a weird way like they're they're
basically they're they're paid their job
Mission calling in it's all wrapped up
together like they're True Believers but
they're also getting paid to do it um
and there's a giant funding I mean
there's a very large funding complex for
this coming from you know certain high
profile people who put huge amounts of
money into this is this well known yes
well so I mean it is in my world so this
is what the social media companies have
been on the receiving end of for the
last decade um is it's this it's it's
Bas it's basic it's basically a
political media activism complex with
very Deep Pockets behind it and you've
got people who basically literally
people who sit all day and watch the TV
network on the other side or watch the
Twitter Fe the other side and they wait
they they basically wait it's like every
politician this has been the case for a
long time now every every politician who
goes out and gives stump speeches you'll
see there's always somebody in the crowd
with a camcorder or now with a phone
recording them and that's somebody from
the other campaign who's paid somebody
to just be there and like record every
single thing the politician says so that
so that when aitt Romney says whatever
the 47% thing they've got it on tape and
then they clip it and they and they try
to make it viral so this stuff is and
again like look like these people
believe what they're doing I'm I'm not
saying it's even dishonest like these
people believe what they're doing they
think they're fighting a holy war they
think they're protecting democracy they
think they're protecting civilization
they think they're protecting whatever
it is they're protecting um but but they
and then they know how to use the tools
and so they they know how to they know
how to try to Jin up the outrage and
then by the way sometimes it works in
you social Cascade sometimes it works
sometimes it doesn't sometimes they
Cascade sometimes they don't but if you
follow these people on Twitter like this
is what they do every day they're
constantly trying to like life is fire
right I assume that it was really bottom
up but it like it's sort of a mid level
and then it and then it captures the
elites and then the thing takes on a
life of its own by the way it also
intersects with the trust and safety
groups at the social media firms right
who are responsible for figuring out who
gets promoted who gets banned right
across this and you'll notice one large
social media company has recently
changed hands and has implemented a
different kind
of set of trust and safety and all of a
sudden a different kind of boycott
movement has all of a sudden started to
work that wasn't working before that and
and another kind of boycott movement is
not working as well anymore um and so
there's like for sure there
intermediation happening like look the
stuff that's happening in the world
today is being intermediated through
social media because social media is the
defining media of our time um but there
are people who know how to do this and
and do this for a living so so no I I
very much view this as a I I view very
much the like cancellation way of like
this whole thing it's it's a it's a it's
it's an it's an elite phenomenon um and
when it appears to be a Grassroots thing
it's it's it's either Grassroots among
the elites which you know is possible
because there's you know a fairly large
number of people who are like signed up
for that you know that particular
Crusade
um but there's also a lot of
astroturfing that's taking place inside
that the question is okay at what point
does the population at large get pulled
into this and and maybe maybe there are
movements at certain points in time
where they do get pulled in and then
maybe later they get disillusioned and
so then there's some question there and
then there's another question of like
well if the population at large is going
to decide what these movements are are
they going to be the same movements as
that the elites want and are the elites
how are the elites going to react when
the population actually like fully
expresses itself right and so there's
and like I said there's a feedback loop
between these where the more extreme the
elites get they tend to push the
population to Mark stream views on the
other side and vice versa so it ping
ping pongs back and forth and so yeah
this is yeah this is our world yeah this
explains a lot yeah um I want to make
sure that Tai so mik shellenberger Matt
taibe a bunch of these guys have done a
lot of work just if you just look into
What's called the misinformation
industrial complex you'll find a network
of money and power that is really quite
amazing I've seen um more and more
shellenberger showing up right um and
he's just look he's on this stuff he and
he and T they're just they're literally
just like tracking money it's just like
it's it's very clear how the money flows
including like a remarkable amount of
money out of the government you know
which is of course like in theory very
concerning very interesting the
government should not be funding
programs that take away people's
constitutional rights and yet
somehow that is what's been happening
very interesting yes I want to make sure
that I hear your ideas about why the uh
decline in confidence in institutions
and is not necessarily problematic um is
this going to be a uh total Destruction
burning down of the forest that will
lead to New Life is that your view yeah
well so this this is the thing and and
look there's a question if here there's
a couple questions in here which is like
how how bad is it really like how bad
are they right and I I you know I I
think they're pretty bad uh a lot of
them are pretty actually bad um and so
so so so that's one big question and
then yeah look the other question is
like okay if the institution has gone
bad or a group of Il have gone bad like
can can it's this wonderful word reform
right can can can they reformed and
everybody always wants to reform
everything and yet somehow like nothing
ever quite ever gets reformed right um
and so people been trying to reform you
know housing policy in the area for
decades and you know we're not building
we building fewer houses than ever
before so somehow Reform movement seemed
to lead to more just just just more bad
stuff but anyway yeah so if you have an
existing institution can it be reformed
can it be fixed from the inside you like
what's happened in universities like
there's a lot of there are professors at
Stanford as an example who very much
think that they can fix
Stanford like I don't know what you
think it doesn't seem like it's going in
productive Direction right now well I
mean there are many things about
Stanford that function extremely well I
it's a big institution it's certainly
got its issues like any other place um
they're also my employer Mark's giving
me some interesting looks he wants me to
get a little more vocal here um no no
you don't oh no I I mean I think that um
I didn't mean to put you on the spot
yeah I mean one of the things about
being a researcher at a big institution
like Stanford is well first of all it
meets the criteria that you described
before you know you look to the left you
look to the right or anywhere above or
below you and you have Excellence right
I mean I've got Nobel Prize winner below
whose daddy also won a Nobel Prize and
there his scientific Offspring is likely
to win I mean you it it inspires you to
do bigger things than uh than one
ordinarily would no matter what so
there's that and that's great and that
persists um there's all the uh
bureaucratic red tape about trying to
get things done and how to implement
decisions is very hard um and there are
a lot of reasons for that and then of
course there are the things that um you
know many people are aware of are there
are uh public accusations about people
in positions of great leadership and
that's getting played out and it's and
the whole thing becomes kind of
overwhelming and a little bit opaque
when you're just trying to like run your
lab or live your life and so I think one
of the reasons for um this lack of
Reform that you're referring to is
because um there's no position of
reformer right so Deans are dealing with
a lot of issues provos are dealing with
a lot of issues presidents are dealing
with a lot of issues and and then some
in some cases and so um you know we
don't have a dedicated role of reformer
someone to go in and say listen there
there's just a lot of fat on this and we
need to trim it or we need to create
this or do that there there just isn't a
system to do that um and that's I think
in part because um universities are are
built on Old systems and there you know
it's like build it's like the New York
subway it's still it's amazing it's
still works as well as it does and yet
it's got a ton of problems also yeah
well look so so so the point the point
we could we could debate the the the
university specifically but the point is
like look if you do think ests are going
bad then you have to make it number one
you have to figure out if you think EST
are going bad the population largely
does think that and then at the very
least the people who run institutions
ought to really think hard about what
that means but people still strive to go
to these places and I still hear from
people who like for instance did not go
to college are talking about how a
University degree is useless they'll
tell you how proud they are that their
son or daughter is going to Stanford or
is going to UCLA or is going to or ban a
champagne I mean it's almost like to me
that's always the most um you know
shocking contradiction is like yeah like
these institutions don't matter but then
when people want to hold up a card that
says why their kid is great it's it's
not about how many push-ups they can do
or that they started their own business
most of the time it's they're going to
this University and I think well what's
going on here so do you think the median
voter in the United States can have
their kid go to Stanford no no no and
and think the median voter in the United
States could have their kid admitted to
Stanford even with perfect
sat no no no in this day and age the
competition is so Fierce that it
requires more yeah so like so first of
all again we're dealing here yes we're
dealing with they small number of very
elite institutions people may admire
them or not um most people have no
connectivity to them whatsoever in the
statistics in the polling universities
are not doing well the population at
large yeah they may have fantasies about
their kid going to Stanford but like the
reality of it is they have a very very
say collapsing view of these
institutions um so so anyway this this
actually goes straight to the question
of Alternatives then right which is like
okay if you believe that there's
collapsing faith in the institutions if
you believe that it is merited at least
in some ways um if you believe that
reform is effectively impossible then
you are faced and we could debate each
of those but like the population at
large seems to believe a lot of that um
then there's a question of like okay
like can can it be replaced and if so
like are you better off replacing these
things basically while the old things
still exist or do you actually need to
basically clear the field to be able to
have the new thing exist the
universities are a great case study of
this because of the stud because of how
student loans work right and the and the
way student loans work is to to be able
to be a to be to be an actual
competitive University and compete you
need to have access to federal student
because if you don't everybody has to
pay out of pocket and it's completely
out of reach for anybody other than you
know a certain class of either extremely
rich or foreign students um so you need
access federal student loan facility to
get access to federal student loan
facility you need to be an accredited
University guess who runs the
accreditation Council I don't know the
existing universities right so it's a
it's a it's a it's a it's a it's a it's
a self- laundering machine like they
they decide who the new universities are
guess how many new universities get
accredited right each year to be
able zero zero right um and so as long
as that system is in place and as long
as they have the government wired the
way that they do and as long as they
control who gets access to federal
student loan funding like of course
there's not going to be any competition
like of course there can't be a new
institution that's going to be able to
get to scale like it's not possible and
so if you actually wanted to create a
new system that was better in the you
know I would argue dozens or hundreds of
ways it could obv obviously be better if
you were starting today um it probably
can't be done as long as existing
institutions are actually intact um and
this my counter to to Martin which is
like yeah we look we we if we're going
to tear down the old there may be a
period of disruption before we get to
the new but we're never going to get to
the new if we don't tear down the old
when you say counter to Martin you're
talking about the author of Revolt of
the public Martin gur yeah what Martin
gur says is like look he said basically
um what Martin says what Martin says is
as follows um the elites deserve
contempt um but the only thing worse
than these Elites that deserve contempt
would be no Elites at all right um uh
and and and because and he basically
says on the other side on the other side
of the destruction of the elites and the
institutions is is nihilism you're
basically left with nothing and and by
the way there is a nihilistic streak I
mean there's a nihilistic streak in the
in the culture in the politics today
there are people who basically would
just say yeah just tear tear the whole
system down right and there without any
particular plan for for what follows and
so you you I think he he makes a good
point in that you want to be careful
that you actually have a plan on the
other side that you think is actually
achievable but but the but again the
counter argument to that is if you're
not willing to actually tear down the
old you're not going to get to the new
now what's interesting of course is this
is what happens every day in business
right so like entire way like how do how
do you know that the capitalist system
works the way that you know is that the
old companies when they're no longer
like the best at what they do they get
torn down and then they ultimately die
and they get replaced by better
companies yeah I haven't seen a Sears in
a while exactly right and we know what's
so interesting is we know in in
capitalism and a market economy we know
that that's the sign of Health right
that's the sign of how the system is
working properly right and in fact we
get actually judged by antitrust
authorities in the government on that
basis right it's like the best defense
against antitrust charges is no people
are like coming to kill us and they're
doing like a really good job of it like
that that's how we know we're doing our
job and in fact in business we are
specifically it is specifically illegal
for companies in the same industry to
get together and plot and conspire and
plan and have things like these
accreditation bureaus like we we would
get if I created the equivalent in my
companies of the kind of accreditation
Bureau that the universities have I'd
get straight to federal prison and a
trust violation Sherman Act straight to
prison people have been sent to prison
for that so in the business world we
know that you want everything subject to
Market competition we we know that you
want creative destruction we know that
you want replacement of the old with
with Superior new it's just once we get
outside of business we're like oh we
don't want any of that we want we want
basically stagnation and log rolling
right and in you know and basically you
know institutional you know incestuous
like you know entanglements and
conflicts of interest you know as far as
the eye can see and then we're surprised
by the results so let's play it out um
as a bit of a thought experiment so
let's say that um one small banding
together of people who want to start a
new University where
free exchange of open ideas um where
unless somebody has you know egregious
Behavior violent Behavior you know truly
sexually inappropriate behavior against
somebody you know that committing a
crime right they're allowed to be there
they're allowed to be a student or a
faculty member um or administrator and
let's just say this um accreditation
Bureau allowed student loans for this
one particular University or let's say
that there was an independent source of
funding for that University such that
students could just apply there they
didn't need to be part of this you know
this Elite accredited group um which is
sounds very Mafia like frankly um not
necessarily violent but certainly
coercive in this in and uh in the way
that it walls people out um let's say
that then there
were 20 or 30 of those or 40 of those do
you think that over time that model
would overtake the the existing model
isn't it interesting that those don't
exist remember the Sherlock Holmes the
dog that didn't
bark it is interesting those don't exist
right so there's there's two
possibilities one is like nobody wants
that which I don't believe um and then
the other is like the system is wired in
a way that will just simply not allow it
right and you did a hypothetical in
which the system would allow it my
response to that is no of course the
system won't allow that were the people
that band together you know have enough
money or or get enough resources to say
look we can um you know we can afford to
give loans to you know 10,000 students
per year you know 10,000 isn't a trivial
number when thinking about the size of a
university and um and you know they most
of them hopefully will grab graduated in
four years and there'll be a turnover
and um do you think that the great
future innovators would tend to orient
toward that model um more than they
currently do toward the traditional
model and what I'm trying to get back to
here is how do you think that the
current model thwarts
Innovation um as well as maybe some ways
that it still supports Innovation um
certainly cancellation and the the risk
of cancellation from the way that we
framed it earlier is going to um
discourage risk taker
um of the category of Risk Takers that
take risk in every every domain that
really like to fly close to the Sun and
sometimes into the Sun or are doing
research that is just not politically
right yeah looking into issues that you
know right that um that you know we
can't even talk about on this podcast
probably without without causing a
distraction of what we're actually
trying to talk about that gives up the
whole game right there exactly yeah um
so the uh you know I keep a file and
it's a written file um because I'm
afraid to put it in into elic form of
all the things that I'm afraid to talk
about publicly because I come from a
lineage of advisers who are all three
died young and I figure if nothing else
I'll die and then you know I'll make it
into the world and you know when let's
say 5 10 years um 20 years and uh if not
you know I know with certainty I'm going
to die at some point and then we'll see
where all those issues stand in any
event um is that list getting longer
over time or shorter oh it's definitely
getting longer isn't that interesting
yeah it's get it's getting much longer I
mean um there are just so many issues
that I would love to explore on this
podcast with experts and um that I can't
explore just BEC even if I had a panel
of them because of the way that things
get sound bited and segmented out and
taken out of context it's like the whole
conversation is lost and so
unfortunately there are an immense
number of equally interesting
conversations um that I'm excited to
have uh but it is it is a little
disturbing do you remember lenro ISM uh
no oh so l so famous in the history of
the Soviet Union this is famous thing so
there was a gene geneticist named lenko
um that's why it sounds familiar but I'm
not I'm not calling to mind he was the
guy who did he did Communist gen
genetics um the field of genetics the
Soviets did not approve the field of
genetics because of course they believed
in the creation of the new man and you
know total equality and genetics did not
support that um and so if you were doing
like traditional genetics you were you
know going to be you know at the very
least fired if not if not killed um and
so this guy Leno stood up and said oh
I've got Marxist genetics right I've got
like a whole new field of genetics that
basically is compliant and then they
actually implemented that in the
agriculture system of the Soviet Union
and it's it's the origin of one of the
big reasons that the Soviet Union
actually fell which was they ultimately
couldn't feed themselves so create a new
notion of biology as it relates to
genetics politically correct biology
right and so so they they not only
created it they taught it they they
mandated it they required it and then
they implemented it in agriculture um so
so yeah so it's it's I I never
understood there was a bunch of things
in history I never understood until the
last decade and that's one of them well
I censor myself at the level of deleting
certain things but I don't contort what
I do talk about so I tend to like to
play on um Lush Open Fields yeah uh just
makes my life but this this goes to the
rot this goes to the rot and I'll come
back to your question but like this goes
to the rot in the existing system which
is we we've and by the way I'm no
different I'm just like you like I'm not
I'm trying not to light myself on fire
either but like the the rot in the
existing system and by System I mean the
institutions and the elites the the rot
is that the set of things that are no
longer allow I mean that list is like
obviously expanding over time um and
like that's a
real like like historically speaking
that doesn't end in good places is is
this group of a particular generation
that we can look forward to the time
when they eventually die off it's sort
of the Boomers plus the Millennials so
we got a while good good news bad news I
mean Gen X is weird right gen I'm gen
Gen X Gen X is weird because we we kind
of slipped in the middle we we're kind
of we were kind of the um I don't like I
don't know how to describe it we were
the kind of non-political generation
kind of sandwiched between the Boomers
and the Millennials gen Z is a very o I
think open question right now which way
they go I could imagine them being
actually like much more intense than the
Millennials on all these issues I could
also Imagine them reacting to the
Millennials and being far more
open-minded we don't know which way it's
gonna go it's gonna go might be
different groups of them I mean I'm Gen
X also I'm 47 you're 50 5 yeah right so
more L same so grew up with some John
Hughes films and so where the the jocks
and the hippies and the punks and the
were all divided they were all segmented
but then it all sort of mishmash
together a few years later um and I
think that had a lot to do with um like
you said the sort of a political um
aspect to our generation we just knew we
the genx just knew the Boomers were nuts
right like all the I mean this is the
canonic right the one of the great
sitcoms of of of the era um was Family
Ties right with the character Michael
Pete Keaton and he was just like this
guy he was just like yeah my Boomer
hippie parents are crazy like I'm just
going to like go into business and like
actually do something productive like
there was something like iconic about
that character in our culture and you
know people like me were like yeah
obviously go into business you don't go
into like political activism and then
you know it's just like man that came
whipping back around with the Next
Generation Um so just to touch real
quick on the University thing so look
there are people trying to do and I'm
actually going to do a thing this
afternoon with the University of Austin
which is which is which is which is one
of these and so there are people trying
to do new universities um you know I I
like I say it's certainly possible I
hope they succeed I'm pulling for them I
think it'd be great I think it'd be
great if there were a lot more of them
who founded this University uh this is a
whole group of people I don't want to um
freelance on that because I don't know
originally who the idea was University
of Austin not UT Austin yeah so this is
not UT Austin it's called it's called
University of Austin or they call it I
think it's
what is it
uatx um and so um and it's a lot of very
sharp people associated with it um and
um then they're they're they're going to
try to very very much exactly like what
you described they're going to try to do
a new one I would just tell you like the
wall of opposition that they're up
against is profound right um and part of
it is economic which is can they ever
get access to federal student lending
and I you know I I hope that they can
but I you know it seems nearly
inconceivable the way the system is
rigged today um and then you know the
other is just like they're going to they
already have come under I mean any any
anybody any anybody who publicly
Associates with them who is in
traditional Academia immediately gets
lit on fire right and there's like you
know cancellation campaigns like so
they're up against a wall of social
ostracism wow um they're up against a
wall of you know press attacks um
they're up against a wall of um you know
people just like doing the thing P
pouncing on any anytime anybody says
anything they're gonna try to like burn
the place down this reminds me of like
like um Jerry Springer episodes and
Heraldo Rivero episodes where um you
know it's like if a teen listen to um
you know like Dan Zig or Marilyn Manson
type music or Metallica that they were
considered a devil worshiper like we
right now we just laugh right we're like
that's crazy right people listen to
music with all sorts of lyrics and ideas
and looks and and like that's crazy um
but you know there were people
legitimately sent to prison I think with
the West Memphis 3 right these kids out
in West Memphis that looked different
acted different were accused of murders
that eventually was um made clear they
clearly didn't commit
but they were imprisoned because of the
music they listened to I mean this
sounds very similar to that and I
remember seeing bumper SAR free the West
Memphis 3 and I thought this was some
crazy thing you look into it and this
isn't uh it's a little bit Niche but um
I mean these are real lives and there
was a active uh Witch Hunt for people
that looked different and acted
different and yet now we're sort of in
this inverted world where um on the one
hand we're all told that we can express
ourselves however we want but on the
other hand you can't get a bunch of
people together to take classes where
they learn biology and sociology and
econ in
Texas wild yes well so you know the
simple explanation is it's this is
puritanism right so this is the original
American Puris puritanism that just like
Works itself out through the system in
different ways at different times you
know there's this phenomen there's a
religious phenomenon in America called
the Great Awakenings there's just there
there'll be these periods in American
history where there's basically
religiosity Fades and then there will be
this Snapback effect where you'll have
this basically this you know frenzy
basically of religion you know in the
old days it would have been you know
tent revivals and people speaking in
tongues and all this stuff um and then
in the modern world it's it's you know
it's of the form that that we're living
through right now um and so yeah it's
just basically these waves of sort of
American religious and you know remember
like religion in our time religious
impulses in our time don't get Express
you because we live in we live in more
advanced times right we live in
scientifically informed times and so
religious impulses in our time don't
show up as overtly religious right they
show up in a secularized form right
which of course conveniently is is is
therefore not subject to the First
Amendment separation church and state
right as long as the church is secular
there's no problem right and so but but
we're we're acting out these kind of
religious scripts over and over again
and we're in the middle of another
religious
frenzy there's a phrase that I hear a
lot and um I don't necessarily believe
it but I want your thoughts on it which
is the pendulum always swings back yeah
not quite well so that's how I feel too
because you know I'll take be great take
any number of things that we've talked
about and um you know gosh it's so crazy
you know the the way things have have
gone with institutions or it's so crazy
the way things have gone with social
media or it's so crazy fill in the
blank and people will say well you know
the pendulum always swings back like
like this like it's the stock market or
something right you know after every
crash there'll be an eventual boom and
vice versa by the way that's not true
either right right most most stock
markets we have of course survivorship
it's all survivor everything is Survivor
it's all everything you just said is
obviously survivorship by us right so if
you look glob most stock markets over
time Crash and Burn and never
recover the American Stock Market has
always recovered right I was referring
to the American Stock Market right
globally but the reason everybody refers
to the American Stock Market is because
it's the one that doesn't do that the
other 200 or whatever that crash and
burn and never recover like let's go
check in on the you know on Argentina
stock market right now like I don't
think it's coming back anytime soon yeah
my father is Argentine and immigrated to
the US in the 1960s so he would
definitely agree with you yeah like it
doesn't come it doesn't come you know
like when when when their stocks crash
don't come back um so and then you know
lysenkoism like the Soviet Union never
recovered from lysenkoism it never came
back it led to the end of the country
you know literally the things that took
down the Soviet Union were oil and and
wheat and the wheat thing you can trace
the crisis back to
lysenkoism um and so um yeah no look I
pendulum always swings back is true only
in the cases where pendulum swings back
everybody just conveniently forgets all
the other circumstances where that
doesn't happen one of the things people
you see this in business also um people
have a really hard time confronting
really bad news I don't know if you've
noticed that um like every Doctor Who's
listening right now is like yeah no
but like like there are situ you see in
business there are situations that it's
Star Trek remember Star Trek the kobashi
Maru uh simulator right so the big
lesson to become a Star Trek Captain as
you had to go through the simulation
called the kop Asim Maru and the point
was there's no wi it's a no win scenario
right and then the and then it turned
out like Captain Kirk was the only
person never win the scenario and the
way that he did it was he he went in
ahead of time and hacked the simulator
right it was the only way to actually
get through and then there was a debate
whether to fire him or make him a
captain so they made him a captain um
and like you know the problem is in real
life like we we you do get the kobashi
Maru on a regular basis like there are
actual no win situations that you can't
work your way out of and as a leader you
can't ever cop to that right because you
have to like carry things forward and
you have to look for every every
possible choice you can but like every
once in a while you do run into a
situation where it's really not
recoverable and at least I found people
just like cannot cope with that and so
and so what happens is they basically
then they basically just like exclude it
from their memory that it ever happened
I'm glad you brought up simulators
because I want to make sure that we talk
about um the new and emerging landscape
of AI artificial intelligence um and I
could try and uh smooth our conversation
of a moment ago uh with the this one uh
by creating some clever segue but I'm
not going to except I'm going to ask is
there a possibility that AI is going to
remedy some of what we're talking about
let's make sure that we ear Mark that
for discussion a little bit later but
first off because some of um the
listeners of this podcast might not be
as familiar with AI as perhaps they
should be we've all heard about
artificial intelligence people hear
about machine learning Etc but um it'd
be great if you could Define for us what
AI is um people almost immediately hear
Ai and think okay robots taking over I'm
G to wake up and I'm going to be you
know strapped to the bed and my organs
are going to be pulled out of me um the
robots are going to be in my bank
account they're going to kill all my
children and um dystopia um for most um
clearly that's not the way it's going to
go um if you believe that machines can
augment human intelligence and human
intelligence is a good thing so um tell
us what AI is and um where you think it
can take us both good and bad yeah so so
so there was a big debate when the
computer was first invented which was in
the 1930s 1940s this people like alen
Turing and jnan neyman and these people
um and the big debate at the time um was
because they knew they wanted to build
computers they they had the basic idea
um and you know there had been like
calculating machines before that and
there had been like there had been these
looms that you basically program to
punch cards and so there was like a
there was a prehistory to computers that
had to do with building sort of
increasingly complex calculating
machines so they were kind of on a track
but they knew they were going to be able
to build they call a general purpose
computer that could basically you could
program in the way you program computers
today um but they had a big debate early
on which is should the fundamental
architecture of the computer be based on
either a like calculating machines like
cach registers and looms right and other
things like that or should it be based
on a model of the human brain um and
they actually had this idea of
computer's model on the human brain back
then um and this was this concept of
so-called neural networks um and it's
actually fairly astonishing from a from
a research standpoint the original paper
on neural networks actually was
published in 1943 right so so so they
didn't have our level of Neuroscience
but like they actually knew about the
neuron and they actually had a theory of
like neurons interconnecting and
synapsis and information processing in
the brain even even even back then um
and a lot of people time basically said
you know what we should basically have
the computer from the start be model
after the human brain because like if we
could if the computer could do
everything that the human brain can do
like that would be the best possible
general purpose computer and then you
could have it do jobs and you could have
it you know create art and you could
have it do all kinds of things like
humans can do um it turns out that
didn't happen um in our world what
happened instead was the industry went
in the other direction it went basically
in the model the calculating machine or
the cach register and I I think
practically speaking that kind of had to
be the case because that was actually
the technology that was was practical at
the time um but but that's the path and
so what what we all have experiences
with up to in including the iPhone in
our pocket is computers built on that
basically calculating Machine model not
the human brain model and so what that
means is computers as we have come to
understand them you know they're
basically like you know mathematical
sants you know at best right so they're
like they're really good at like you
know doing lots of mathematical
calculations they're really good at
executing these extremely detailed
computer programs they're hyper literal
um one of the things you learn early
when you're a programmer is as a prog as
the human programmer you have to get
every single instruction you give the
computer correct because it will do
exactly what you tell it to do and and
and bugs in computer programs are always
a mistake on the part of the programmer
interesting you never blame the computer
you always blame the programmer because
that that that's the nature of the thing
that you're dealing with one down score
off and the whole thing yeah yeah and
it's the it's the programmer's fault um
and if you're talk to any programmer
they'll agree with this it'll be like
yeah if there's a problem it's it's my
fault I I did it I can't blame the
computer the computer has no judgment it
has no ability to interpret synthesize
you know develop an independent
understanding of anything it's just it's
literally just doing what I tell it to
do step by step so so for 80 years we've
had this just you know this very kind of
hyper literal you know kind of kind of
model computers these are called uh
technically these are what are called V
noyman machines based after the
mathematician John Von noyman they run
in that way and like they've been very
successful and very important and our
world has been in shaped by them but
there was always this other idea out
there which is okay how about a
completely different approach which is
based based much more on how the human
brain operates um or or at least our our
kind of best understanding of how the
human brain operates right because those
aren't the same thing um it basically
says okay what what if you could have a
computer instead of being hyper literal
what if you could have it actually be
conceptual right um and creative and
able to synthesize information right and
able to draw judgments and able to you
know U uh behave in um you know in ways
that are not deterministic but are
rather um you know creative
right and and so and and and and and the
applications for this of course are
endless and so for example the self-
driving car the only way that you can
make a you you cannot program a computer
with rules to make it a self-driving car
you have to do what Tesla and whmo and
these other companies have done now you
have to use AI right you have to use
this other architecture uh and you have
to basically teach them how to recognize
objects and images at high speeds the
same way basically the same way the
human brain does and so those are those
are socalled neural networks running
inside so essentially let the machine
operate based on priors you know we we
we almost clipped a uh a boulder going
up this particular drive and so
therefore this shape that previously the
machine didn't recognize as a boulder
and now introduces to its catalog of
Boulders is that is that a good example
or let's even make it even even Starker
for self driving car um there's
something in the road is it a small
child or or a plastic shopping bag being
blown by the
wind very important difference if it's a
shopping bag you you definitely want to
go straight through it because if you
deviate off course you might you know
hit you know you're going to make a fast
you know it's the same it's the same
challenge we have when we're driving
like you don't you don't want to Swerve
to avoid a shopping bag because you
might hit something that you didn't see
on the side it's a small child for sure
you want to Swerve right um and so but
it's very but like in in that moment
when you know small children come in
different like shapes and descriptions
and are wearing different kinds of
clothes they might tumble onto the road
the same way a bag would tumble yeah
they might look like they're tumbling
and by the way they might not be you
they might be wearing a Halloween mask
right so the face they might not have a
recognizable human face right it might
or it might be a kid with you know one
leg right you definitely want to not hit
those right like so there so you you
can't this is what basically we figured
out is you can't apply the rules-based
approach of a vanoyan machine to
basically real life and expect the
computer to be in any way understanding
or resilient to change to to basically
things happen in real life and this is
why there's always been such a stark
divide between what the machine can do
and what the and what the human can do
um and so basically what's happened is
in the last decade that second type of
computer the neural network-based
computer has started to actually work U
it started to work actually first
interestingly in Vision recognizing
objects and images which is why the
self-driving car is starting work um and
face recognition face recognition I when
I was started off in visual Neuroscience
which is really my original home um in
Neuroscience the idea that a computer or
a camera could do face recognition
better than a human was like a very low
probability event um based on the
technology we had at the time based on
the understanding of the face
recognition cells and the fusal form
gyrus now you would be smartest to put
all your money on the machine yeah you
know you want to find faces in airports
even with masks on and you know at
profile versus straight on machines can
do it far better than most all people I
mean there're the super recognizers but
even they can't match the best machines
now 10 years ago what I just said was
the exact reverse right that's right
yeah right so fa faces handwriting um
right um uh and then voice right being
able to understand voice um like if if
you use just as a user if you use Google
Docs it has a built-in voice
transcription they have sort of the best
industry-leading kind of voice
transcription if you use a voice
transcription Google Docs it's
breathtakingly good you you just speak
into it and it just like types what
you're what you're saying well that's
good cuz in my phone every once in a
while I'll say I need to go pick up a
few things and he'll say I need to pick
up a few thongs and so um Apple needs to
get on board uh whatever the voice
recognition is that Google's using maybe
it knows you better than you think um so
that was not the topic I was avoiding
discussing you know no so that's on the
list right that's on your your list um
so um so look there there's actually
this there's a reason actually why
Google's so good and apple is not right
now at that kind of thing and it
actually goes to actually the It's
actually an ideological thing of all of
all things um uh apple does not permit
pooling of data um for any purpose
including training AI whereas Google
does um and and Apple's just like stake
their brand on privacy and among that is
sort of a pledge that they don't like
pull your data um and so all of Apple's
AI is like AI that has to happen like
locally on your phone um whereas
Google's AI can happen in the cloud
right it can happen across pool data now
by the way some people think that that's
bad because they think pooling data is
bad but but that that's an example the
shift that's happening in the industry
right now which is you have this
separation between the people who are
embracing the new way of training AIS
and the people who basically for
whatever reason are not you um excuse me
um you say that some people think it's
bad because of privacy issues or they
think it's bad because of the A reduced
functionality of that AI oh no so you're
you're definitely going to get so so um
so there's three reasons AIS have
started to work one of them is just
simply larger data sets um larger
amounts of data so so so specifically
the reason why objects and images are
now the reason machine are now better
than humans at recognizing objects
images or recognizing faces is because
modern facial recognition AIS are
trained across all photos on the
internet of people billions and billions
and billions of photos right unlimited
number of photos of people on the
internet um attempts to train facial
recognition systems 10 or 20 years ago
they'd be trained on you know thousands
or tens of thousands of photos so the
input data is simply much more vast much
larger and this is the reason to get to
the conclusion on this this is the
reason why cat GPT works so well is cat
GPT one of the reasons cat GPT works so
well is it's trained on the entire
internet of text and the entire internet
of text was not something that was
available for you to train an II on
until it came to actually exist itself
which is new in the last you know
basically decade so in the case of face
recognition I could see how having a
much larger input data set would be
beneficial if the goal is to recognize
Mark inuries in face because you are
looking for signal to noise against
everything else right but in the case of
chat GPT when you're pulling all text on
the internet and you ask chat GPT to say
um construct a paragraph about um Mark
Andre's prediction of the future of
human beings over the next 10 years um
and the uh likely to be most successful
Industries give chat jpt that if it's
pulling across all text how does it know
what is authentically Mark Andre's text
because in the case of face recognition
you have a um you've got a standard to
work from a a verified image versus
everything else um in the case of text
um you have to make sure that what
you're starting with is verified text
from your mouth so um which makes sense
if it's coming from video but then if
that video is um deep faked all of a
sudden what's true your your your valid
Mark andreon is of question and then
everything chat GPT is producing that is
then of question right so I would say
there's a before and after thing here
there's like a before there's like a
before chat GPT and after GPT question
right because the existence of GPT
itself Chang changes changes the the
answer so before chat GPT so the reason
the version you're using today is
trained on data up till September 2021
is they're cut off with their train the
training said up until September 2021
almost all text on the internet was
written by a human being um and then
most of that was written by people under
their own names some of it wasn't but a
lot but a lot of it was and why do you
know this from me is because it was
published in a magazine under my name or
it's a podcast transcript and it's it's
under my name and and generally speaking
if you just did a search on like what
are things Mark andreon has written and
said 90 plus percent of that would be
would be correct M and there look
somebody might have written a fake You
Know parody article or something like
that but like not that many people were
spending that much time writing like
fake articles about like things that I
said right not many people can pretend
to be you exactly right and so generally
speak you can you can kind of get your
arms around the idea that there's a
corpus of material associated with me or
by the way same thing with you there's a
corpus of of YouTube transcripts and
other your academic papers and talks
you've given and you can kind of get
your hands around that and that's that's
how these systems are trained they they
take all that data collectively they put
it in there and and that's why this
works as well as it does and that's why
if you ask chat GPT to speak or right
like me or like you or like you know
somebody else it it will actually
generally do a really good job because
it has that it has all of our prior text
in it in its training data um that said
from here on out this gets harder and of
course the reason this gets harder is
because now we have ai that can create
text we have ai that can create text at
industrial scale is it watermarked as AI
generated text no no no not how hard
would it be to do that I think it's
impossible um I think it's impossible
there are people who are trying to do
that this is a Hot Topic in the
classroom I was talking to a friend
who's got like a 14-year-old kid in in
in a class and there's like these
recurring scandals like every kid in the
class is using chat GPT to like write
their essays or to help them write their
essays um and then the um uh the the
teacher is using one there's a tool that
you can use that it reports to be able
to tell you you know whether something
was written by CH GPT but it's like only
right like 60% of the time and so there
was this case where this student wrote
an essay where their parent sat and
watched them write the essay and then
they submitted it and this tool got the
conclusion Incorrect and then the
student feels outraged because he got
unfairly cheated but the teacher is like
well you're all using the tool then it
turns out there's another tool that
basically you feed in text and it
actually um is sort of uh it's it's a
it's called they call it a summarizer
but what it really is is it's a cheating
mechanism to to basically um just
Shuffle the words around enough so that
it sheds whatever characteristics were
associated with AI so there's like a an
arms race going on in educational
settings right now around this exact
question I I don't I don't think it's
possible to do there are people working
on the water marking I don't think it's
possible do the water marking and I
think it's just kind of obvious why it's
not possible to do that which is you can
just read the output for yourself
it's it's really good how are you
actually going to tell the difference
between that and something that a real
person wrote and then by the way you can
also ask chat GPT to write in different
styles right so you can tell it like you
know write in the style of a 15-year-old
right you can tell it to write in the
style of you know a non-native English
speaker right or if you're a non-native
English speaker you can tell it to write
in the style of an English speaker uh
native English speaker right and so the
tool itself will help you evade so I I I
I don't think that I think there's a lot
of people who are going to want to
distinguish right quote real versus fake
I I think those days are I think those
days are over Genie's out of the bottle
I Genie's completely out of the bottle
and and by and by the way I actually
think this is good this doesn't map to
this doesn't map to my worldview of how
we use this technology anyway which
which we can come back to um so there's
that so so so there's that so and and
then there's the problem therefore of
like the so-called deep fake problem so
then there's the problem of like
deliberate basically manipulation and
that's like you know one of your one one
of your many enemies what if your
increasingly long list of enemies like
mine um who B it's like wow I know how
I'm going to get him right I'm going to
I'm going to I'm going to create some
I'm going to I'm going to use it to
create something that looks like a heban
transcript and I'm going to have him say
all these bad things or a video or a
video or a video I mean Joe Rogan and I
were deep faked in a video um I don't
want to flag people to it I won't so I
won't talk about what it was about but
um where it for all the world looked
like a conversation that we were having
and we never had that specific
conversation yeah that's right so that's
going to happen for sure so there
there's so what there's going to need to
be is there's need to be basically
Registries where basically you you like
in your case you will you will um submit
your legitimate content into a registry
under your unique cryptographic key
right and then basically there will be a
way to check against that registry to
see whether that was the real thing and
I think this needs to be done for for
sure for public figures it needs to be
done for politicians it needs to be done
for you know music what about taking
what's already out there and being able
to authenticate it or not in the same
way that um many times per week I get
asked is this your account about some a
direct message that somebody got on
Instagram and I always tell them look I
only have the one account this one
verified account although now with the
Advent of payto playay verification
makes it a little less potent as a you
know security blanket for um knowing if
it's not this account um you know then
it's not me but in any case these
accounts pop up all the time pretending
to be me and I'm I'm you know relatively
low on the on the scale not not um not
low but relatively low on the scale to
say like a um you know like a Beyonce or
something like that who has you know 100
of millions of followers so um is there
a system in mind where people could go
in and and verify text you know click
yes or no this is me this is not me and
even there there's the opportunity for
people to fudge to eliminate things
about themselves that they don't want
out there by saying no that's not me it
wasn't I didn't actually say that or
create that yeah no that's right and so
yeah so technologically this is actually
pretty straightforward so the way to
implement this technologically is with
public it's called public key
cryptography which is the basis for how
you know cryptography information is
secured in the world today and and so
basically what you the implementation
form of this would be you would like you
would pick whatever is your most trusted
Channel and let's say let's say it's
your YouTube channel as an example where
just everybody just knows that it's you
on your YouTube channel because you've
been doing it for 10 years or whatever
and it's just obvious and you would just
publish like in the about me page on you
Youtube you would just publish your your
your public cryptographic key that's
unique to you right and then anytime
anybody wants to check to see whether
any piece of content is actually you
they go to they registry in the cloud
somewhere and they basically submit they
basically say okay is this him and then
they can basically you to see whether
somebody with your public key you had
actually certified that this was
something that that you made um now who
runs that registry is an interesting
question um if that registry is run by
the government we will call that the Min
Ministry of truth I think that's
probably a bad idea um if that registry
is run by a company um we would you know
call that basically the equivalent of
like a credit bureau or something like
that maybe that's how it happens the
problem with that is that company now
becomes hacking Target number one right
of every bad person on earth right
because you can you know if anybody
breaks into that company you know they
can they can they can fake all kinds of
things they own the truth right they own
the truth right and and by the way
Insider threat also their employees can
monkey with it right so you have to
really trust that company um the third
way to do it was with a blockchain right
and so this with the crypto blockchain
technology you could have a distributed
system B distributed database uh in the
cloud that is run through a blockchain
and then it it it implements this
cryptography and the certification
process what about Quantum Internet yeah
um is that another way to encrypt these
things I know um most of our listeners
are probably not familiar with Quantum
Internet but um put simply it's a way to
um secure Communications on the internet
uh let's just leave it at that um it's
sophisticated and we'll probably do a
whole episode about this at some point
but maybe you have a succinct way of
describing Quantum Internet but um that
would be better and if so please please
offer it up but is Quantum Internet
going to be one way to secure these
kinds of um data and resources maybe in
in the in the future years in the future
we don't yet have working quantum
computers in practice so it's not it's
not currently something you could do but
maybe maybe in a decade or two um tell
me I'm going to take a stab at defining
Quantum Internet one sentence it's a way
in which if anyone work to try and peer
in on a conversation on the internet
essentially um would be futile because
of the way that um uh Quantum Internet
uh changes the way that the
communication is happening so fast and
so many times in any one conversation
essentially changing the translation or
the language so fast that there's just
no way to keep up with it is that more
or less accurate yeah con conceivably
yeah not yeah not yet but yeah someday
so going back to AI you know most people
who hear about AI are afraid of AI um
and um well I think most who aren't
informed this goes back to our Elites
versus masses thing oh interesting uh
well I heard you say that um you know um
and this is from a really wonderful
tweet thread that we will link in the
show note captions that that you put out
um not long ago and that I've read now
several times um and that everyone
really should take the time to read it
probably takes about um 20 minutes to
read it carefully and to think about
each piece and it's I highly recommend
it um but you said um and I'm quoting
here let's address uh the fifth the one
thing I actually agree with which is AI
will make it easier for bad people to do
bad things y yeah yeah well so so yes so
um so so yeah so so first of all there
is a general freakout happening around
AI I think it's primarily it's one of
these again it's an elite driven freak
out I don't think the man in the street
knows knows cares or feels one way or
the other it's just not a relevant
concept and it's probably just sounds
like sciencefiction um so there's
there's I think there's there's an elite
driven freak out that's happening right
now um I think that Elite driven freak
out has many aspects to it that I think
are incorrect which is not surprising I
would think that given that I think the
elites are incorrect about a lot of
things but I think they're very wrong
about a number of things they're saying
about AI U but that said look it's a
it's a this is a very powerful new
technology right this is like a new
general purpose like thinking technology
right so like what if machines could
think right and what if you could use
machines that think and what if you
could have them think for you there's
obviously a lot of good that could come
from that um but also people you know
look criminals could use them to plan
better you know crimes um you know
terrorists could use them to plan better
Terror attacks and so forth and so these
are going to be tools that bad people
can use to do bad things for sure um I
can think of some ways that AI could be
leveraged to do fantastic things like um
in the realm of medicine um an AI
pathologist perhaps can scan 10,000
slides of histology and find the one
microtumor Cellar aberration that would
turn into a full-blown Tor whereas the
um even mildly fatigued or well-rested
human Pathologists as great as they come
might miss that right and perhaps the
best solution is for both of them to do
it and then for the human to verify what
the AI has found and vice versa right
that's right right and that's just one
example I mean I can come up with
thousands of examples where this would
be wonderful um give another one by
medicine um so you're talking about
something an analytic result which is
good and important the other is like the
machines are going to be much better
bedside manner
they're going to be much better at
dealing with the patient um and we
already know there's already been a
study there's already been a study on
this so there was already a study done
on this um uh where um there was a a
study team that scraped thousands of
medical questions off of an Internet
forum and then they had real doctors
answer the questions and then they had
basically GPT 4 answer the questions and
then they had another panel of doctors
score the responses right so there were
no patients experimented on here this
was a test contained within the within
the medical world but and then the the
the panel of the judges the panel of
doctors the judges scored the answers on
both factual accuracy um and on bedside
manner um on empathy um and the gp4 was
was U was equal or better on most of the
faal questions analytically already um
and it's not even a specifically trained
medical AI um but it was overwhelmingly
better on empathy amazing right um and
so and and you know I don't think yeah I
don't you you Tre patient do you treat
patients directly in your work you don't
yeah don't we do we run clinical trials
right um but I don't
I don't do any direct clinical so I I
you know I have no direct experience
with this but from the surgeons I from
like if you talk to surgeons or you talk
to people who train surgeons what
they'll tell you is like surgeons need
to have an emotional remove from their
patients in order to do a good job with
the surgery the side effect of that and
then by the way look it's a hell of a
job to have to go in and tell somebody
that they're going to die right or that
they have so never going to recover
they're never going to walk again or
whatever it is and so there's a there's
sort of something inherent in that job
where they need to keep an emotional
Reserve from the patient right to be
able to do the job and it's expected of
them as professionals
the machine has no such limitation like
the machine can be as sympathetic as you
want it to be for as long as you want it
to be it can be infinitely sympathetic
it's happy to talk to you at 4 in the
morning it's happy to sympathize with
you it's and by the way it's not just
sympathizing you in the way that oh it's
just ly you know it's just making up
words to lie to you to make you feel
good it can also sympathize with you in
terms of helping you through all the
things that you can actually do to
improve your situation right and so you
know boy like if you be you know can you
keep a patient actually on track with a
physical therapy program can you keep a
patient on with a nutritional program
can you keep a patient off of drugs or
alcohol right and if they have a machine
medical companion that's with them all
the time that they're talking to all the
time that's infinitely patient
infinitely wise right infinitely loving
right and and it's just going to be
there all the time and it's going to be
encouraging and it's going to be saying
you know you did such a great job
yesterday I know you can do this again
today cognitive behavioral therapy is an
obvious fit here these things are going
to be great at at CBT and that's that's
already starting you can already use
chat GPT as a as a CBT therapist if you
want it's actually quite good at it and
so so there's there's a universe here
that's it goes to what you said there's
a universe here that's opening up which
is what what I believe is it's it's
partnership between man and machine
right it's it's a symbiotic relationship
not an adversarial relationship and so
exactly the doctor is going to pair with
the AI to do all the things that you
described but the patient is also going
to pair with the AI and and I think it's
I think I think this this partnership
that's going to emerge is going to lead
among other things to actually much
better health outcomes I mean I've
relied for so much of my life on
excellent mentors mhm right um from a
very young age and still now um in order
to make best decisions possible with the
information I had it um and rarely were
they available at 4 in the morning
sometimes um but not on a frequent basis
and they fatigue like anybody else and
they have their own stuff like anybody
else baggage events in their life Etc um
what you're describing is a sort of AI
coach or therapist of sorts that
hopefully would learn to identify our
best self and encourage us to be our
best self and um when I say best self I
don't mean that in any kind of pop
psychology way I mean I could imagine AI
very easily knowing you know how well I
slept the night before and what types of
good or bad decisions I tend to make at
2 o'clock in the afternoon uh when I've
only had five hours of sleep or maybe
just less REM sleep the night before I
might encourage me to take a little more
time to think about something might give
me a little uh tap on the wrist through
a device that no one else would detect
to um you know refrain from something
you know never going to judge you it's
never going to be resentful it's never
going to be upset that you didn't listen
to it right it's never going to go on
vacation it's going to be there for you
like I think this is the this is the way
people are going to live it's going to
start with kids and then over time it's
going to be adults I the way people are
going to live is they're going to have a
exactly friend therapist companion
Mentor coach teacher right assistant and
that that that that or or by the way
maybe multiple of those it may be that
we're actually talking about six like
different personas interacting which is
a whole another possibility but they're
going to have a committee yeah yeah
yeah yeah exactly actually different
personas and may by the way when there
are difficult decisions to be made in
your life maybe what you want to hear is
the argument among the different
personas um and so you're just gonna get
you're just going to grow up you're just
going to have this in your life and
you're going to always be able to talk
to it and always be able to learn from
it and always be able to help it make
you know and like it's just it's going
to it's it's going to be a sympotic
relationship it's gonna I think it's be
a much better way to live I think people
are going to get a lot out of it what
modalities will it include so I can
imagine um my phone has this um engine
in it uh this AI companion and I'm
listening in headphones as I walk into
work and it's giving me some um not just
encouragement some warnings some um
thoughts that uh things that I might ask
Mark andreon today that I might not have
thought of uh and so on um I could also
imagine it having a more human form I
could imagine it being uh tactile having
some haptics or tapping to remind me so
that it's not going to enter our
conversation in a way that that it
interferes or distracts you but I would
be aware oh right um you know things of
that sort I mean how many different
modalities are we going to allow these
AI coaches to approach us with and is
anyone actually thinking about the
hardware piece right now because I'm
hearing a lot about the software piece
uh what does the hardware piece look
like yeah so the entrepr this is where
Silicon Valley is going to kick in so
the entrepreneurial Community is going
to try all of those right and by the way
the big companies and and and startups
are going to try all those and so
there's obviously there's big companies
that are working you know the big
companies that have talked about a
variety of these including you know
heads up displays arvr you know kinds of
things um you know there's lots of
people doing voice you know the the
voice thing is voice is a real
possibility it may just be an earpiece
um there's a new startup that just
unveiled a new thing um where it's
actually they actually project so you'll
have like a pendant you wear on like a
necklace and it actually like projects
like literally It'll like project images
like on your hand or like on the table
or on the wall in front of you so like
maybe that's how it shows up um yeah
there are people working on so-called
haptic or touchbased uh kinds of things
there are people working on actually
picking up uh nerve signals like out of
your arm um right to be able to um uh to
be able to uh there's um people there's
you know there's some science for being
able to do basically like
subvocalization um so maybe you could
pick up um you could pick up that way uh
bone conduction you know um so yeah
these are all going to be tried so so so
that's one question is the physical form
of it and then and then the other
question is the software version of it
which is like okay what's the level of
abstraction that you want to deal with
these things in like you like right now
it's like a question answer Paradigm so
called chatbot like ask question get an
answer ask question get an answer like
well you want that to go for sure to
more of a fluid conversation you want it
to build up more knowledge of who you
are and you don't want to have to
explain yourself the second time and so
forth and then you want to be able to
tell it things like well remind me this
that or you know be sure and tell me
when X um but then maybe over time more
and more you want it actually deciding
when it's going to talk to you right um
and when it thinks it has something to
say it says it and otherwise it stays
silent and and normally at least in my
head unless I make a concerted effort to
do otherwise I don't think in complete
sentences um so presumably this these AI
um these machines could learn my style
of fragmented internal dialogue and U
maybe I have an earpiece and I'm walking
in and and I start hearing something but
at some you know advice Etc um
encouragement discouragement um but at
some
point those sounds that I hear in an
earphone are very different than seeing
something or hearing something in the
room we know this based on the neuros
science of musical perception and
language perception hearing something in
your head is very different and I could
imagine at some point that the AI will
cross a preus where if it has inline
wiring to actually control neural
activity in specific brain areas and I
don't mean very precisely even just
stimulating a little more prefrontal
cortical activity for instance through
the earpiece you know a little
ultrasound wave now can stimulate
prefrontal cortex in a non-invasive way
that's being used clinically and
experimentally um that the AI could
decide that I need to be a little bit
more um context aware right um this is
something that uh is very beneficial for
those listening that are trying to
figure out how to navigate through life
it's like you know know the context
you're in and know the catalog of
behaviors and words that are appropriate
for that situation and not others and um
you know uh this would go along with
agreeableness perhaps but strategic
agreeableness right context is important
um there's nothing diabolical about that
context is important but I could imagine
the AI recognizing ah we're entering a
particular environment
I'm now actually going to ramp up
activity in prefrontal cortex a little
bit in a certain way that allows you to
be more situationally aware of yourself
and others which is great unless I can't
necessarily shortcircuit that influence
because you know at some point the AI is
actually then controlling my brain
activity and my decision- making and my
speech yeah right I think that's what
people fear is that once we cross that
precipice that we are giving up control
to the artificial versions of our human
intell yeah and look I think we have to
decide we we collectively and we as
individuals I think have to decide
exactly how to do that and and this is
the big thing that I believe about AI
there just a much more I would say
practical view of the world than a lot
of the panic that you hear is just like
these are machines they're able to do
things that increasingly are like the
things that people can do in some
circumstances but these are machines we
build the machines we decide how to use
the machines when we want the machines
turned on they're turned on we want them
turned off they're turned off um and so
yeah so I I think that's absolutely the
kind of thing that the individual person
should always be in charge of I mean
everyone was and I have to imagine some
people are still afraid of crisper of
Gene editing um but Gene editing stands
to revolutionize our treatment of all
sorts of diseases um you know inserting
and deleting particular genes in
adulthood right not having to um
recombine in the womb a new a new
organism is an immensely powerful tool
um and yet the Chinese scientist who did
crisper on humans this has been done
actually did his postto at Stanford with
Steve Quake then went to China did
crisper on babies mutated um something I
believe it was the HIV one of the HIV
receptors I'm told it was with the
intention of augmenting human memory it
had very little to do in fact with um
limiting susceptibility to HIV per se to
do with the way that that receptor is
involved in human memory um the world
demonized that person we actually don't
know what happened to them whether or
not they have a laboratory now or
they're sitting in jail it's unclear but
in China and elsewhere people are doing
crisper on humans we know this um it's
not legal in the US um other countries
but it's happening um do you think it's
a mistake for us to fear these
Technologies so much that we back away
from them and end up 10 20 years behind
other countries that could use it for
both benevolent or um malevolent reasons
yeah so there's always and you know the
det The Details Matter so it's
technology by technology but I would say
there's there's two things there's you
always have to think in these questions
I think in terms of counterfactuals and
opportunity cost right and so so
chrisper is an interesting one chrisper
you at the human genome nature
manipulates the human
genome like in all kinds of ways yeah
when you pick a spouse and you have a
child with that spouse you're doing
genetic recombination you are really yes
you are quite possibly you know if
you're gask Khan you know you're
determining the future of you know
Humanity right by those like like yeah
nature I mean look M mutations like so
this is the old this is the old question
of like basically you know this is all
state of nature State of Grace like you
know basically is nature good and then
therefore artificial things are bad
um you know which is kind of sh a lot of
people have like ethical views like that
um uh I'm always of the view that like
Nature's a and wants us dead like
Nature's out to get us man like nature
wants to kill us right um like nature
wants to like evolve all kinds of like
horrible viruses nature wants you
plagues nature wants to like do you know
weather you know like nature nature
wants to do all kinds of stuff I mean
look the original nature religion was
the original religion right like that
was the original thing people woried and
the reason was because nature was the
thing that was out to get you right um
before you had scientific and
technological methods to be able to to
be able to deal with it so so so the
idea of not doing these things to me is
just saying oh we're just going to turn
over the future of Everything To Nature
and I don't think that that there's no
reason to believe that that leads in a
particularly good direction or bad you
know that that's not a value neutral
decision um and then the related thing
that comes from that is this always this
question around What's called the
precautionary principle um which shows
up in all these conversations on things
like risper um which basically is this
it's this principle that basically says
the inventors of a new technology should
be required to prove that it will not
negative effects before they roll it out
um this of course is a very new idea
this is actually a new idea in the 1970s
um it's actually invented by the German
greens the 1970s um before that people
didn't think in those terms people just
invented things uh and rolled them out
and we got all of modern Civilization by
people inventing things and and rolling
them out um the German greens came up
with the precautionary principle for one
specific purpose I'll bet you can guess
what it
is uh it was to
prevent famine nuclear power oh it was
to shut down attempts to do civilian
nuclear power um and if you fast forward
50 years later you're like wow that was
a big mistake right um so with with what
they said at the time was you have to
prove that nuclear reactors are not
going to melt down and cause all kinds
of problems and of course as an engineer
can you prove that that will never
happen like you can't like you you can't
rule out like things that might happen
in the future um and so that that
philosophy was used to stop nuclear
power by the way not just in Europe but
also in the US and around much of the
rest of the world if you're somebody
who's concerned about carbon emissions
of course this is the worst thing
happened in the last 50 years in terms
of energy we we actually have the Silver
Bullet answer to unlimited energy with
zero carbon emissions nuclear power we
we choose not to do it not only do we
choose not to do it we're actually
shutting down the plants that we have
now right in California we just shut
down you know the big plant Germany just
shut down their plants Germany's in the
middle of an energy war with Russia
right that we are informed as
existential for the future of Europe but
unless the risk of nuclear um Power
Plant U meltdown has increased and I
have to imagine it's gone the other way
yeah um what is the rationale behind
shutting down these plants and not
expanding them because nuclear is bad
right nuclear is Icky nuclear is nuclear
nuclear has been tagged it just sounds
bad nuclear yeah yeah yeah go nuclear
nuclear well so what what happened we
didn't shut down postal offices and you
hear go postal so what what happened was
so so nuclear technology arrived on
planet Earth as a weapon right so it
arrived in the form of the the first
thing they did was in the middle of
World War II the first thing they did
was the atomic bomb they dropped on
Japan and then and then there were all
the debates that followed around nuclear
weapons and disarmament and there's a
whole conversation to be had by the way
about that because there's different
views you could have on that and then it
was in the like 50s and 60s where they
started to roll out civilian nuclear
power and then there were AC there were
there were accidents there was like you
know through Mile Island melted down and
you know and then Chernobyl you know
melted down in the Soviet Union and then
even recently you know Fukushima melted
down um and so you know there have been
meltdowns and so I think it was a
combination of it's a weapon um it is
sort of
icky scientist sometimes say the ick
Factor um right um it's sort of it's you
know it's radioa it glows green you know
by the way it becomes you know becomes
like a mythical fictional thing and so
you have all these movies of like
horrible you know super villains powered
by like nuclear energy and all this all
this stuff well the intro to The
Simpsons right is the nuclear power
plant and the three-eyed fish and the
you know all all the negative
implications of this nuclear power plant
run by um at least on The Simpsons
idiots um and that is the you know uh
the dystopia where people are unaware of
just how bad it is and who owns the
nuclear power plant right this is like
evil you know this like evil capitalist
right like so it's like connected to
like you know capitalism right um and so
we're blaming Matt groaning for the
demise of a particular he certainly
didn't help he didn't right um but it's
literally this amazing thing where if
you're just like thinking if you're just
thinking like rationally scientifically
you're like okay we want to get rid of
carbon this is the obvious way to do it
so so okay fun fact Richard Nixon um uh
did two two things that really mattered
on this so one is he defined in 1971
something called project Independence uh
which was to create a thousand new
state-of-the-art nuclear plants civilian
nuclear plants in the US by 1980 and to
get the US completely off of oil and cut
the entire US Energy grid over to
nuclear power electricity cut over to
electric cars the whole thing like
detach from carbon um you'll notice that
didn't happen um why did that not happen
because he also created the EPA and the
nuclear Regulatory Commission which then
prevented that from happening right and
the nuclear Regulatory Commission did
not authorize a new nuclear plant in the
US for 40 years why would he hamstring
himself like that you know he got
distracted by yeah he had by by
Watergate and Vietnam yeah I think
ellsburg just died recently right the
guy who released the Pentagon papers
yeah so complicated but it's yeah yeah
yeah exactly it's this thing yeah he
didn't you know he left office shortly
thereafter he didn't have time to you
know fully figure this out I don't know
whether he would have figured it out or
not you know look Ford could have
figured it out Carter could have figured
it out Reagan could have figured it out
any of these guys could have figured it
out it's like the most obvious knowing
what we know today it's the most obvious
thing in the world the Russia thing is
the amazing thing is like Europe is
literally funding Russia's invasion of
Ukraine by paying them for oil right and
they can't shut off the oil because they
won't cut over to nuclear right and then
of course what happens okay so then
here's the other kicker of what happens
right which is they won't do nuclear but
they want to do Renewables right
sustainable energy and so what they do
is they do uh solar and wind solar and
wind are not reliable because it
sometimes gets dark out and sometimes
the wind doesn't blow and so then what
happens is they fire off the coal plants
right and so the actual consequence of
the precautionary principle for the
purpose it was invented is a massive
spike in use of coal that's taking us
back over a hundred years yes correct
that is the the consequence of the
precautionary principle like that's the
consequence of that mentality and so
it's a failure of a principle on its own
merits for the thing it was designed for
and then you know there there's a whole
movement of people who want to apply it
to every new thing and and and this is
the Hot Topic on AI right now in
Washington which is like oh my God these
people have to prove that this can never
get used for bad things sorry I'm hung
up on this nuclear thing and and um I
wonder uh can it just be renamed I mean
seriously I mean there is something
about the naming of things we know this
in biology
right I mean um you know lamaran
Evolution and things like that bad these
are bad words in biology but we had a
guest on this podcast OD did Ravi who's
over in Israel who's shown you know
inherited traits but if you talk about
as lamaran then it has all sorts of
negative implications but he's the his
discoveries have important implications
for everything from inherited trauma to
treatment of disease I mean there's all
sorts of positives that await us if we
are able to reframe our thinking around
something that yes indeed could be used
for evil right
um but that has enormous potential and
that is in agreement with nature right
this fundamental truth that U at least
to my knowledge no one is revising in
any significant way anytime soon so what
if it were called something else it
could instead of nuclear it's it's
called um you know sustainable right I
mean it's amazing how marketing can can
shift our perspective of robots for
instance or um anyway I'm sure you can
come up with better examples than I can
but oh is there a uh good solid PR firm
working from the nuclear side
thian th oh
thian like if she got if she was in
favor of it yeah which by the way she's
not she's dead set against it she said
that 100% yeah B based on based on I
mean principles the prevailing the
prevailing ethic and environmentalism
for 50 years is that nuclear is evil
like they won't consider it there are by
the way certain environmentalists who
disagree with this and so Stuart brand
is the one that's been the most public
and he has impeccable credentials in the
space and he wrote this Po's catalog
catalog guy yeah and um he's written a
whole bunch of really interesting books
since and he he wrote a recent book that
goes through in detail he's like yes
obviously the correct environmental
thing to do is nuclear power um and we
should be we should be implementing
project Independence we should be
building a thousand we should
specifically we should he didn't say
this but this is what I would say we
should hire Charles
Coke we should hire Coke Industries
right and they should build us a
thousand nuclear power plants right and
then we should give them the
presidential metal of freedom for saving
the environment and that would put us
independent of our Reliance on oil yeah
we're done with oil like we're just
think about what happens we're done with
oil zero emissions we're done with the
Middle East we're done we're done we
we're not drilling we're not drilling on
American land anymore we're not drilling
on foreign land like we have no military
entanglements in places where we're
drilling we're not you know despoiling
Alaska we're not nothing no offshore
rigs no nothing we're done and you
basically just you build
state-of-the-art plants engineered
properly you have them just completely
contained when there's nuclear waste you
just in tumb the waste right in concrete
so it it it just sits there you know
forever um it's just very small you know
footprint you know kind of kind of thing
um and you're just done and so this is
like the to me it's like scientifically
technologically this is just like the
most obvious thing in the world um it's
a massive tell on the part of the people
who claim to be Pro environment that
they're not in favor of this and if I
were to say um tweet that I'm Pro
nuclear power because it's the more
sustainable form of power if if I
hypothetically did that today um what
would happen to me in this be a crypto
fascist you
know dirty evil capitalist you know
Monster how dare you right I'm unlikely
to run that experiment I was just
curious that was what we call a gonan
experiment experiment in our you're a
Terri Andrew you're a terrible human
being w we we were looking for evidence
that you're a terrible human being and
now now we know it right and so this is
a great example of of the I I gave
Andrew a book on the way in here with
this my favorite new book it's the title
of it is when reason goes on holiday um
and this is a great example of it is the
people who are the people who
simultaneously say they're
environmentalists and say they're anti-
nuclear power like the positions simply
don't reconcile but that doesn't bother
them like at all so clear I predict none
none of this will happen amazing uh I
need to learn more about nuclear power
long coal long coal long coal invest in
Coal because you think we're just going
to revert it's the energy source of the
future well because it can't be solar
and wind because they're not reliable so
you need something if it's not nuclear
it's going to be either like oil natural
gas or coal and you're unwilling to say
bet on nuclear because you don't think
that um the
sociopolitical elitist trends that are
driving against nuclear are likely to
dissipate anytime soon not a chance I I
can't imagine it would be great if they
did but the that they are the the powers
that be are very locked in on this as a
position and look they've been saying
this for 50 years and so they'd have to
reverse themselves off of a bad position
they've had for 50 years and people
really don't like to do that one thing
that's good about this and other
podcasts is that young people listen and
they eventually will take over yeah and
by the way I will say also there are
nuclear entrepreneurs um so there are
actually a there are a bunch on the
point of young kids there are a bunch of
of young entrepreneurs who are basically
not taking no for an answer um and
they're trying to develop in particular
there people trying to develop new very
small form factor uh nuclear power um
plants um with a variety of possible use
cases um so you know look maybe you know
maybe they show up with a better mous
trap and people take a second look but
we'll see we just rename it um so my
understanding is that you think we
should go all in on AI with the
constraints that we discover we need in
order to reign in safety and things of
that sort not unlike social media yeah
not unlike the internet not unlike what
we should have done with nuclear
power and in terms of the um near
infinite number of ways that AI can be
envisioned to harm us how do you think
we should cope with that um
psychologically you know because I can
imagine a lot of people listening to
this conversation are thinking okay that
all sounds great but there are just too
many wh ifs that are terrible right you
know what if the machines take over what
if you know all the silly example I gave
earlier but um you know what if one day
I could log into my um you know hard-
earned bank account and it's all gone
right you know the AI version of myself
like ran off with someone else and with
all my money right right my AI coach
abandoned me for somebody else after it
learned all the stuff that I taught it
yeah it took off with somebody else yeah
stranded you know and it has my bank
account numbers like this kind of thing
right you could really make this
scenario horrible if if you kept going
yeah um well we can throw in a
benevolent example as well um to counter
it but um just kind of fun to think
about where the human mind goes right
yeah so first I say we got to separate
the real problems from the fake problems
and so there's a lot a lot of the
science fiction scenarios I think are
just not real and the on that you just
cited as an example like it's not that's
not what's going to happen and I can
explain why that's not what's going to
happen so you should there's a set of
there's a set of fake ones and the fake
ones are are ones or the ones that just
aren't I think technologically grounded
that aren't rational it's the a is going
to like wake up and decide to kill us
all it's going to like yeah it's going
to develop the kind of agency where it's
going to steal our money you know money
and our spouse and everything else our
kids um like that's just that's not how
it works um and then there's also all
these concerns you know destruction of
society concerns and this is you know
misinformation hate speech deep fakes
like all that stuff uh which I I don't
think is a real is a is actually a real
problem um and then there's a people
have a bunch of economic concerns around
um you know what's going to take all the
jobs and all those kinds of things we
could talk about that I don't think
those are those are those are I don't
think that's actually the thing that
happens but then there are two actual
real concerns that I actually do very
much agree with and one of them is is
what you said which is um bad people
doing bad things and there there's a
whole set of things to be done inside
there the big one is we should use AI to
build defenses against all the bad
things right and so for for example
there's a concern AI is going to make it
easier for for bad people to build
pathogens right design pathogens in Labs
which you know bad people bad scientists
can do today but this is going to make
it easier easier to do well obviously we
should have the equivalent of an
operation warp speed operating you know
in perpetuity anyway right but then we
should use AI to build much better biod
defenses right and we should be using AI
today to design like for example full
spectrum vaccines against every possible
form of pathogen right and so so
defensive mechanism um hacking you can
use AI to build better defense tools
right and so you should you should have
a whole new kind of Security Suite
wrapped around you wrapped around your
data wrapped around your money where you
you you're having AI uh repel um attacks
uh disinformation hate speech deep fakes
all that stuff you should have an AI
filter when you use the internet where
it you know you shouldn't have to figure
out whether it's really me or whether
it's it's a madeup thing you should have
an AI assistant that's doing that for
you oh yeah I mean these these little
banners and cloaks that you see on
social media like this has been deemed
misinformation you know if you're me you
always click right because you're like
what's behind the scrim and then um or
this is a I don't always look at the the
this image is is gruesome type thing
sometimes I just pass on that but if
it's something that um seems debatable
of course you look well and you should
have you should have an AI assistant
with you when you're on the internet and
you should be able to tell that AI
assistant what you want right so yes I
want the full I want the full experience
to show me everything um I want it from
a particular point of view and I don't
want to hear from these other people who
I don't like I by the way it's G be my
eight-year-old is using this I don't
want anything that's going to cause a
problem and I want everything filtered
and and and AI based filters like that
that you program and control are going
to work much better uh and and be much
more honest and straightforward and
clear and so forth than what we have
today so so anyway so so basically what
I want people to do is think every time
you think of like a risk of how it can
be used just think of like okay we can
use it to build a countermeasure and the
great thing about the countermeasures is
they can not only offset AI risks they
can offset other risks right because we
already live in a world where pathogens
are a problem right um we ought to have
better vaccines um anyway right uh we
already live in a world where there's
cyber hacking and cyber terrorism there
already live in a world where there's
bad content on the internet and we have
the ability now to build much better AI
power tools to deal with all those
things I also love the idea of that AI
Physicians um you know getting decent
Health Care in this country is so
difficult even for people who have means
or insurance I mean the number of phone
calls and weights that you have to go
through to get a referral to see a
specialist I mean it's absurd like I
mean the process is is absurd I mean it
makes one partially or frankly ill just
to go through the process of having to
do all that I don't know how anyone does
it um and granted I don't have um the
highest degree of patience but I'm
pretty patient and it drives me insane
um to even just get a remedial care but
um so I can think of a lot of um but
benevolent uses of AI and I'm I'm
grateful that you're bringing this up
and uh here and that you've tweeted
about it in that thread again we'll
refer people to that and that you're
thinking about this I have to imagine
that in your role as investor um
nowadays that you're also thinking about
AI quite often um in terms of all these
roles um and so does that mean that
there are a lot of uh young people who
are really bullish on AI and are going
for it yeah okay this is here to stay
yeah okay yeah oh yeah that time okay
unlike crisper which is sort of in this
Lial place where biotech companies
aren't sure if they should invest or not
in in uh in crisper because it's unclear
whether or not the governing bodies are
going to allow Gene editing right just
like it was unclear uh 15 years ago if
they were going to allow gene therapy
but now we know they do allow gene
therapy and immunotherapy okay so there
is a fight having said that there is a
fight there's a fight happening in
Washington right now over exactly what
should be legal or not legal um and
there's quite a bit of risk I think
attached to that fight right now because
there are some people in there that are
being telling a very effective story to
try to get people to either Outlaw AI or
or specifically limit it to a small
number of big companies which I think is
potentially disastrous um by the way the
EU also is like super negative um you
know the EU has turned super negative on
basically all new technology so they're
moving to try to Outlaw AI which if they
succeed Outlaw AI like flat out don't
want it but that's like saying you're
gonna Outlaw the internet I don't see
how you can stop this train and frankly
they're not a big fan of the internet
either so like they're I I think they
regret the EU has a very especially the
EU bureaucrats the people who run the EU
in Brussels have a very negative View on
a lot of modernity but what I'm hearing
here you know calls to mind things that
I've heard people like David gogin say
which is you know there's so many um
lazy undisciplined people out there that
nowadays it's easier and easier to
become exceptional I've heard him say
something to that extent it almost
sounds like there's so many countries
that are just backing off of um
particular Technologies because it just
sounds bad from the pr perspective um
that you know it's creating great kind
of low hanging fruit opportunities for
people to bar forward and countries to
barge forward if they're willing to
embrace this stuff it is but number one
you have to have a country that wants to
do that um and and those exist and there
countries like that um but and then the
other is look they they need to be able
to withstand the attack from uh stronger
countries that don't want them to do it
right so like EU like the EU has you
know nominal control over like what
whatever it is 27 or whatever member
countries so like even if you're like
whatever the Germans get all fired up
about whatever like Brussels can still
in a lot of cases just like flat out
basically control them and tell them not
to do it right and then the US I mean
look we have you know we have a lot of
control over a lot of the world but it
sounds like we sit somewhere sort of in
between like right now people are
developing AI Technologies in US
companies right so it is happening yeah
today today it's happening but like I
said there's a set of people who are
very focused in Washington right now
about trying to either ban it outright
um or trying to as I said limit it to a
small number of big companies um and
then look China's got a whole the other
part of this is China's got a whole
different kind of take on this right
than we do and so they're of course
going to allow it for sure but they're
going to allow it in the ways that that
their their system wants it to happen
right which is much more for population
control um and to implement
authoritarianism um and then of course
they they they are going to spread their
technology and their vision of how
Society should run across the world
right so we're we're we're back in a
cold war Dynamic like we were with the
Soviet Union where there are two
different systems that have
fundamentally different views on on issu
you know Concepts like freedom and and
individual choices freedom of speech and
so on um and you know we know where the
Chinese stand we're still figuring out
where we stand
right there a lot of so I'm having a lot
of schizophrenic I'm having specifically
a lot of schizophrenic conversations
with people in DC right now where if I
talk to them in China doesn't come up
they just like hate Tech they hate
American tech companies they hate AI
they hate social media they hate this
they hate that they hate crypto they
hate everything and they just want to
like punish and like ban and like
they're just like very very negative but
then if we have a conversation half hour
later when we talk about China then the
conversation totally different now we
need a partnership between the US
government and American tech companies
to defeat China it's like the exact
opposite a discussion right is that fear
or competitiveness on China specifically
on on in terms of the the US response in
Washington when you know you bring up
these Technologies like you know I'll
lump crisper in there things like
crisper nuclear power AI it all sounds
very cold very dystopian to a lot of
people and yet there are all these
benevolent uses as we've been talking
about and then you say you raise the
issue of China and then it sounds like
this big you know Dark Cloud emerging
and then all of a sudden you know it's
we need to galvanize and and develop
these Technologies to counter their
effort so is it fear of them or is it
competitiveness or both well so without
them in the picture um you just have
this and basically it's there's an old
bedan was it saying as uh me against my
brother me and my brother against my
cousin me and my brother and my cousin
against you know the world right like so
so with it's it's actually it's
evolution in action way I think would
think about it is if there's no external
threat then the conflict turns inward um
and then and then at that point there's
a big fight between specifically Tech
and then I was just say generally
politics and and my interpretation of
that fight is it's a fight for status
it's it's fundamentally a fight for
status and for power which is like if
you're in politics you like this you
like the status quo of how power and
Status work in our society you don't
want these new technologies to show up
and change things because change is bad
right CH change threatens your position
it threatens your you know the respect
that people have for you and your
control over over things um and so I
think it's primarily a status fight
which we could talk about um but the the
China thing is just like a straight up
geopolitical USS them you know like I
said it's like a cold war scenario and
you know look 20 years ago the
prevailing view in Washington was we
need to be friends with China right and
we're going to be trading partners with
China and yes they're a totalitarian
dictatorship but like if we trade with
them over time they'll become more
democratic in the last five to 10 years
it's become more and more clear that
that's just not true um and now there's
a lot of people in both political
parties in DC who very much regret that
and want to change too much more of a
sort of a cold war footing are you
willing to comment on Tik Tock and
Technology that emerge from China that
are in um widespread use within the US
like how much you trust them or don't
trust them I can um go on record myself
by saying that early on when Tik Tok was
released we were told at Stanford
faculty that we should not and could not
have Tik Tok accounts nor WeChat
accounts so start with there are a lot
of really bright Chinese Tech
entrepreneurs and Engineers who are
trying to do good things I'm totally
positive about that so I think that many
of the people like me mean very well but
the Chinese have a specific system and
the system is very clear and unambiguous
and the system is everything in China is
owned by the party it's not it's not
even know by the state it's own by the
part it's own by the Chinese Communist
party so the Chinese Communist Party
owns everything they control everything
by the way it's actually illegal to this
day it's illegal for an for an investor
to buy equity in a Chinese company
there's all these like basically legal
ma machinations that people do to try to
do something that's like economic
equivalent to that but it's actually
still illegal to do that the CH Chinese
have no intention the Chinese Communist
party has no intention of letting
foreigners own any of China like zero
intention of that and they they they
regularly move to make sure that that
doesn't happen so so so they own
everything they control everything so I
was sorry to interrupt you but people in
China can invest in American companies
and do all the time well they can
subject to US Government constraints
there there is a there is a US
government system that attempts to
mediate that called cifas um and there
are more and more there are more and
more limitations being put on that but
if you can get through that approval
process then legally you can do that
whereas the same is not true with
respect to China um and so um so so they
just have a system and so if you're if
you're the CEO of a Chinese company it's
not optional if you're the CEO of B
Daner CEO 10 it's not opt your
relationship with the Chinese Communist
party is not optional it's required and
what's required is you are a unit of the
party and you and your company do what
the party says and when the party says
we get full access to all user data in
America you say yes when the party says
you change the algorithm to optimize to
a certain social result you say yes
right so so it's just it's whatever it's
whatever is whatever xuin Pang and his
party cadres decide and that's what's
gets implemented if you're the CEO of a
Chinese tech company there is a
political officer assigned to you who
has an office down the hall um and at
any given time he can come down the hall
he can grab you out of your staff
meeting or board meeting and he can take
you on the hall and he can make you sit
for hours and study Marxism and shenping
thought and quiz you on it and test you
on it w and you'd better pass the test
right like so it's like a straight
political control thing and then by the
way if you get crosses with them like
you know
so when we see um uh Tech Founders
getting called up to Congress for um you
know what looks like interrogation but
it's probably pretty light interrogation
compared to what happens in other
countries yeah it's it's a it's a it's
state it's state power they they just
they just have this view of top down
state power and they view it's the their
system and they view that it's necessary
for lots of historical and moral reasons
that they've defined and that's how they
run and then they've got a view that
says how they want to propagate that
Vision outside the country and they have
these programs like Belton Road right um
that basically are intended to propagate
kind of their Vision worldwide um and so
they are who they are like I will say
that they don't lie about it right
they're they're very straight forward
they give speeches they write books you
can buy X Jinping speeches he goes
through the whole thing they have they
their Tech 2025 plan you know this is
like 10 years ago their whole AI agenda
it's all in there and is there goal that
you know in 200 years 300 years that
China is the superpower controlling
everything about yeah or 20 years 30
years or two years three years yeah well
they got a shorter Horizon I mean look
they're yeah they're they're I mean if
if you're it's you know I don't know
everybody's a little bit like this I
guess but yeah if you're they want to
win well the the crisper in humans
example that I gave earlier was
interesting to me because first of all
I'm a neuroscientist and they could have
um edited any genes but they chose to
edit the genes involved in um the
attempt to create super memory babies
right which presumably grow into Super
memory adults um and whether or not they
succeeded in that isn't clear those
babies are alive and presumably by now
walking talking as far as I know whether
or not they have super memories isn't
clear but um China is clearly unafraid
to augment biology in that way um and I
believe that that's inevitable that's
going to happen elsewhere um probably
first for the treatment of disease but
at some point I'm assuming people are
going to augment biology to make smarter
kids I mean people um not always but um
often will select based on the traits
they would like their children to
inherit so this happens far more
frequently than could be deemed uh bad
because either that are people are bad
because people do this all the time
selecting mates that have physical and
psychological and cognitive traits that
you would like your Offspring to have
crisper is a more targeted approach of
course you know the reason I'm kind of
giving this example and and examples
like it is that I feel like so much of
the way that um governments and the and
the public react to Technologies is to
just you know take that first Glimpse
and it just feels scary yeah um you
think about the old Apple ad of the you
know 1984 ad I mean there was one very
scary version of the personal computer
and computers and robots taking over and
everyone like automatons and then there
was the Apple version where it's all
about creativity love and peace and it
had this pseudo psychedelic California
thing going for it again great marketing
seems to convert people's thinking about
technology such that what was once
viewed as very scary and dangerous and
dystopian is like an oasis of
opportunity so why are people so afraid
of new technologies so this is a thing
I've tried to understand for a long time
because the history is so clear um and
the history basically is every new
technology is greeted by what's called a
moral Panic um and so it's basically
this like hysterical freak out of some
kind that causes people to basically
predict the end of the world and you go
back in time and actually this
historical sort of effect it happens
even in things now where you just B back
and it's ludicrous right and so you
mentioned earlier the satanic Panic of
the of the 80s and you know the concern
around like heavy metal music right
before that there was like a freak out
around comic books you know in the 50s
there was a freak out around jazz music
in the 20s and 30s you know it's devil
music um you know there was a freak out
the arrival of bicycles caused a moral
panic in the like 1860s 18 bices
bicycles yeah so there was this thing at
the time so bicycles were the first um
they were the first very easy to use
personal transportation thing that
basically let kids travel between towns
um um uh you know quickly um without any
overhead you know you have to take care
of a horse just jump in a bike and go um
and so it was there was a hysterical
Panic specifically around at the time
young women um who for the first time
were able to venture outside the
confines of the town to maybe go have a
boyfriend in another town um and so the
magazines at the time ran all these
stories on this phenomenon medical
phenomenon called bicycle face and the
idea of bicycle face was the exertion
caused by pedaling a bicycle would cause
your face your face would Grimace and
then if you r on the bicycle for too
long your face would lock into place and
right and then sorry just right and then
you would be you would be unattractive
and therefore of course unable to then
you know get married um uh cars there
was a moral Panic around car red flag
laws there were all these laws that
greeted the the automobile automobile
freak people out so there are all these
laws if in the early days the automobile
um in a lot of places you had to um you
would take a ride an automobile uh and
Automobiles they broke down all the time
so it would be you only rich people had
automobiles it' be you and your mechanic
in in the car right uh for when it broke
down
and then you had to hire another guy um
to walk 200 yard in front of the car
with a red flag um and he had to wave
the red flag and so you could only drive
as fast as he could walk because the red
flag was to warn people that the that
the car was coming and and then and then
in I think it was Pennsylvania they had
the most Draconian version which was uh
they were very worried about the cars
scaring the horses um and so there was a
law that said if you saw a horse coming
um you need to stop the car you had to
disassemble the car and you had to hide
the pieces of the car behind the nearest
hay bale wait for the horse to go by and
and then you could put your car back
together so anyway this example is
electric lighting there was a panic
around like whether was is going to come
like completely ruin you know this is
going to completely ruin like the
Romance of the dark and it was going to
cause you know you know a whole new kind
of like terrible civilization where
everything is always brightly lit so
there's just like all these examples and
so it's like okay what on Earth is
happening that this is always what
happens and so I finally found this book
that I think has a has a good model for
it a book is called men machines in
modern times and it's written by this
MIT Professor like 60 years ago so it it
predates the internet um but it uses a
lot of historical examples and what he
says basically he says there's there's
actually a three-stage response there's
a three-stage societal response to new
technologies it's very predictable he
said stage one is um basically just
denial uh just ignore like we just like
don't pay any attention to this nobody
takes it seriously we just like there's
just a blackout on the whole topic um he
says stage uh that's stage one stage two
is rational counter argument um so stage
two is where you line up all the
different reasons why this can't
possibly work it can't possibly ever get
you know know cheap or you know this
that you know not fast enough or
whatever the thing is and then he says
stage three he says is when the name
calling begins um so he said stage three
is like when right right so when they
failed to ignore it and they failed to
argue Society out of it I love it they
move to the name calling right and
what's the name calling the name calling
is this is evil this is moral Panic this
is evil this is terrible this is awful
this is going to destroy everything like
don't you understand like you know all
this you know it's just it's just like
this is this is horrifying and you you
know the person working on are being
Reckless and evil and you know all all
this stuff and you must be stopped and
and he said the reason for that is
because basically fundamentally what
these things are is there a war over
status um it's a it's it's a war over
status and therefore a war over power
and then of course ultimately money but
but stat status human status is the
thing and so and because what he says is
what what is the societal impact of a
new technology the societal impact of a
new technology is it reord status in the
society so the people who are
specialists in that technology become
High status and the people who are
specialists in the previous way of doing
things become low status and generally
people don't adapt right generally if
you're the kind of person who is high
status because you're you're you're an
evolved adaptation to an existing
technology you're probably not the kind
of person that's going to enthus
enthusiastically try to replant yourself
onto a new technology and so and so this
is like every politician who's just like
in a complete state of panic about
social media like why are they so
freaked out about social media is
because they all know that the whole
nature of modern politics has changed
the entire battery of techniques that
you use to get elected before social
media are now obsolete obviously the
best new politicians of the future are
going to be 100% creations of social
media and podcast and podcast and we're
seeing this now as we head towards the
next presidential election that podcasts
uh clearly are going to be featured very
heavily in that next election because
long form content is a whole different
landscape so this is exact so this is
the this is so funny so Rogan Rogan's
had like what like he's had like Bernie
he's had like Tulsi he's had like a
whole series of RK most recently and
that's created a lot of controvers but
also my understanding he's I'm sure he's
invited everybody I'm sure he I'm sure
he'd love to Biden on I'm sure he'd Lov
to I'm sure you'd have to ask him I mean
I think that um you know every podcaster
has their own ethos around who they
invite on and why and how um so I
certainly can't speak for him but um but
I have to imagine that any opportunity
to have true long form discourse that
would allow people to really understand
people's positions on things I have to
imagine that he would be in favor of
that sort of yeah or somebody else would
right you know some some other top top
podcast outly would right and so so
there's a if my point exactly I totally
agree with you but my point is if if
you're a politician if you're if you're
say a legacy politician right you have
the option of embracing the new
technology you can do it anytime you
want right but you you don't they're not
they won't like they won't do it and why
won't they do it well okay first of all
they want to ignore it right they want
to pretend that things aren't changing
you know second is they want like they
have rational counterarguments for like
why the existing campaign system works
the way that it does and this and that
and the existing media networks and like
here's how you like do things and here's
how you give speeches and here's the
clothes you wear and the tie and the
thing and the pockets Square you got
your whole system it's how you succeeded
was coming up through that system so you
got all your arguments as to why that
won't work anymore and then and then
we've now proceeded to the the name
calling phase which is now it's evil
right now it's evil for somebody to show
up in you know on a on a stream God
forbid for three hours and actually say
what they think right it's going to
destroy Society right so it's exactly
right it's like it's it's a it's a
classic example of this pattern and
anyway so mor Morrison says in the book
um basically this is the forever pattern
like this will never change this will
this is one of those things where you
can learn about it and still nothing the
entire world could learn about this and
still nothing changes because at the end
of the day it's not it has it's not the
tech that's the question it's the it's
the reordering of
status um I have a lot of thoughts about
the podcast component uh I'll just say
this because I want to get back to um
the topic of innovation of Technology um
but on a long form podcast there's no um
safe Zone you know the person can get up
and walk out but if the person
interviewing them and certainly Joe is
um the best of the very best if not the
most skilled podcaster in the entire
universe at continuing to press people
on specific topics when they're you know
trying to Bob and weave and wriggle
wriggle out he'll just keep you know
either drilling or alter the question
somewhat in a way that forces them to
finally come up with an answer of some
sort and I think that probably um puts
certain people's cortisol levels through
the roof um such that they just would
never go on there I think there's
another deeper question also or another
question along with that which is how
many people actually have something to
say real substance right like how many
people can actually talk in a way that's
actually interesting to anybody else for
any length of time like how much
substance is there really and like a lot
of historical politics was to be able to
manufacture a facade where you honestly
as far as I you can't tell like how How
deep the thoughts are like even if they
have deep thoughts like it's kept it's
kept away from you they would certainly
never cop to it it's going to be an
interesting next what is it about uh you
know 20 months or so um into the next
elction panic and the name calling have
already started so yeah it's yeah I was
going to say this list of three things
denial um you know uh the
counterargument and name calling it
seems like with AI um it's already just
jumped to numbers two and three yes
correct right we're already at two and
three and it's kind of leaning three yes
yeah yeah that's correct so is unusual
just because um it had so new
technologies that take off they almost
always have a prehistory they almost
always have a 30 or 40 year history
where people tried and failed to get
them to work before they took off AI has
an 80-year prehistory so it has a very
long one um and then it it it just it
all of a sudden started to work
dramatically well like seemingly
overnight and so it it went from
basically it as far as most people were
concerned it went from it doesn't work
at all to it works incredibly well in
one step and that almost never happens
so so I actually think that's exactly
what's happening I think it's actually
speedrunning this progression just just
because if you use mid Journey or you
use GPT or any of these things for five
minutes you're just like wow like
obviously this thing is going to be like
obviously in my life this is going to be
the best thing ever like this is amazing
there's all these ways that I can use it
and then and then therefore immediately
you're like oh my God this is going to
transform everything
therefore step three right straight to
the name
calling in the face of all this uh there
are innovators out there maybe they are
aware they are innovators um maybe they
are already starting companies or maybe
uh they are just some uh young or older
person who has these five traits in a
abundance or doesn't but knows somebody
who does and is partnering with them in
some sort of idea um and you have an
amazing track record at identifying
these people um I think in part because
you have those same traits
yourself I've heard you say the
following uh the world is a very
malleable place if you know what you
want and you go for it with maximum
energy and drive and passion the world
will often reconfigure itself around you
much more quickly and easily than you
would think
that's a remarkable quote um because it
says at least two things uh to me one is
that um you have a very clear
understanding of the inner workings of
these great innovators we talked a
little bit about that earlier these five
traits Etc but that also you have an
intense understanding of the world
landscape and the way that we've been
talking about it for the last hour or so
is that it is a really intense and kind
of oppressive landscape you've got
countries and organizations and Elites
and journalists that you know that are
trying to not necessarily trying but are
suppressing The Innovation process I
mean that's sort of the the picture that
I'm getting so you it's like we're
trying to innovate inside of a vice
that's getting progressively Tighter and
yet this quote argues that it is the the
person the boy or girl man or woman who
says well you know what that all might
be true but my view of the world is the
way the world's going to bend or I'm
going to create a dent in that Vice that
allows me to exist the way that I want
or you know what I'm actually going to
uncurl the vice the other direction and
so um I'm at once picking up a sort of
um pessimistic glass half empty uh view
of the world as well as a glass half
full View and um so tell me about that
and and tell if you would could you tell
us about that from the perspective of
someone listening who is thinking you
know I've got an idea
and I know it's a really good one
because I just know I might not have the
confidence of extrinsic reward yet but I
just know there's a seed of something um
what does it take to Foster that and um
how do we Foster Real innovation in the
landscape that we're talking about yeah
so part is I think you just I think one
of the ways to square it is I think you
you as the innovator need to be signed
up to fight the fight right so and again
this is where like the fictional
portrayals of startups I think take
people off course or even scientists or
whatever because they when there great
success stories they get kind of
prettified uh after the fact um and they
made they get made to be like cute and
fun and it's like yeah no like if you
talk to anybody who actually did any of
these things like no there was it was
just like these things are always just
like brutal exercises and just like sure
willpower and fighting you know fighting
fighting forces that are trying to get
you so um so so part of it is you just
you have to be signed up for the fight
and this kind of goes to the
conscientiousness thing we're talking
about we also my partner Ben uses the
term courage a lot right which is some
combination of like just stubbornness
but coupled with like a willingness to
take pain um and not stop um and you
know have people think very bad things
of you for a long time until it turns
out you know you hopefully prove
yourself prove yourself correct um and
so you have to be will to do that like
it's it's a these are it's it's a
context sport like it's these aren't
easy roads right it's a context sport so
you have to be signed up uh for the
fight the advantage that you have as an
innovator um if is that is at the end of
the day the truth actually matters um
and all the arguments in the world
classic Victor Hugo quote is there's
nothing more ful in the world an idea
whose time has come right like if if
it's real right and this is a just pure
substance if the thing is real if the
idea is real like if it's a legitimately
good scientific discovery you know about
how nature works if it's a new invention
um if it's a new work of art and if it's
real you know then you you you do at the
end of the day you have that on your
side um and all of the people who are
fighting you and arguing with you and
telling you no they don't have that on
their side right it's not like they're
showing up with some other thing and
they're like my thing is better than
your thing like that's not the main
problem right the main problem is like I
have a thing I'm convinced everybody
else is telling me it's stupid wrong it
should be illegal whatever the thing is
but at the end of the day I still have
the thing right and so so so at the end
of the day like yeah the truth really
matters the substance really matters if
it's real it's really I give you an
example it's really hard historically to
find an example of a new technology that
came into the world that was then pulled
back and you know and we could you know
nuclear is maybe maybe an example of but
even still there are still you know
nuclear there are still nuclear plants
like running today um you know that that
that still exists um you know I would
say the same thing as scientific like at
least I do this I don't know I don't
know of any scientific discovery that
was made and then people like I I know I
know there areas of science that are not
politically correct to talk about
today but every scientist knows the
truth right like the truth is still the
truth I mean even the geneticists in the
Soviet Union who were forced to buy in
lysenkoism like knew the whole time that
it was wrong like that I'm completely
convinced of yeah they couldn't delude
them elves especially because the basic
training that one gets in any field
establish is some core truths upon which
even the crazy ideas have to rest and if
they don't as you pointed out um Things
Fall to Pieces I would say that even the
technologies that um did not pan out and
in some cases were disastrous but that
were great
ideas at the beginning are starting to
pan out so the example I'll give is that
um most people are aware of the
Elizabeth Holmes Theros debacle U to put
it lightly
you know analyzing uh what's in a single
drop of blood as a way to analyze
hormones and disease and antibodies Etc
I mean that's a great idea I it's a
terrific idea as opposed to having a
FLOTUS come to your house or you have to
go in and you get tapped with a you know
and the pulling vials and the whole
thing there's now a company um born out
of Stanford that is doing exactly what
she sought to do except that at least
the courts ruled that um she fudged the
thing and is that's why she's in jail
right now now um but the idea of getting
a wide array of markers from a single
drop of blood is an absolutely
spectacular idea the biggest challenge
that company is going to confront is the
idea that it's just the next Theos but
if they've got the thing and they're not
fudging it as it apparently Theos was um
I think um everything will work out
allaha Victor Hugo yeah exactly yeah
yeah because who wants to go back like
if if they if they if they get to the
work if it's real it's going to be like
this is the thing the the opponents the
opponents they're not bringing their own
ideas like they're not bringing their oh
my ideas better than yours like that's
not what's happening they're bringing
the silence or counterargument right or
name calling right well this is why I
think um people who need to be loved
probably stand a um reduced chance of
success um and maybe that's also why
having people close to you that do love
you and allowing that to be sufficient
can be very beneficial this gets back to
the idea of partnership and family
around innovators um because if you feel
filled up by those people local to you y
you know in your home then you don't
need people on the internet saying nice
things about you or your ideas because
you're good and you can forge forward um
another question about Innovation is the
teams that you assemble around you and
you've talked before about um the sort
of small Squadron model um you know sort
David and Goliath uh examples as well
where you know small group of
individuals can um create a technology
that frankly outdoes what a you know a
giant like Facebook might be doing or
what um any other large company might be
doing there are a lot of theories as to
why that would happen but I know you
have some unique theories um why do you
think small groups can defeat large
organizations so the conventional
explanation is I think correct and it's
just that um large organizations have a
lot of advantages but they just have a
very hard time um actually executing
anything because of all the overhead so
large organizations have combinatorial
communication overhead right the the
number of people who have to be
consulted who have to agree on things
gets to be staggering the amount of time
it takes to schedule the meeting gets to
be staggering you know you get these
really big companies and they have some
issue they're dealing with and it takes
like a month to schedule the pre-
meeting to like plan for the meeting
which is going to happen two months
later which is then going to result in a
post meeting which will then result in a
board presentation which will then
result in a planning offsite right and
so they're like I thought Academia was
bad but what you're describing is giving
me hives kfka was Kafka was a
documentary yeah like this is this is
yeah so it it's just like these these
are I mean look you'd have these
organization at 100,000 people or more
like you're you're more of a nation
state than a than a than a than a
company um and you've got all these
competing internal you know it's the
bedin thing I was saying before you've
got all these internal like at most big
companies your internal enemies are like
way more dangerous to you than anybody
on the outside um can you elaborate on
that oh yeah yeah you're big compet the
big compet at a big company the big
competition is for the for the next
promotion right and and the enemy for
the next promotion is the next executive
over in your company like that's your
enemy the other the competitor on the
outside is like an abstraction like
maybe they'll matter someday whatever I
got to beat that guy inside my own
company right um and so the internal
Warfare is at least as intense as the
external Warfare um and so yes it's just
I mean this is just all the you know
Iron law of all these big big
bureaucracies and how they function so
if if a big bureaucracy ever does
anything productive I think it's like a
miracle like it's like a miracle to the
point where there should be like a
celebration there should be parties
there should be like tick or tape
parades for like big large organizations
that actually do things like that that's
great because it's like so it's so rare
it doesn't happen very often so anyway
so that's the conventional explanation
whereas look small small companies small
teams you know there's a lot that they
can't do because they can't they're not
operating at scale they don't have
Global coverage and you know all these
kind of you know they don't have the
resources and so forth but at least they
can move quickly right um they can
organize fast they can have them you
know if there's an issue today they can
have a meeting today they can solve the
issue today right and everybody they
need to solve the issue is in the room
today and so they can just move a lot
faster um I think that's part of it but
I think there's another deeper thing
underneath that that people really don't
like to talk about that takes us back
full circle to where we started which is
just the sheer number of people in the
world who are capable of doing new
things is just a very small set of
people um and so you're not going to
have a hundred of them in a company or a
thousand or 10,000 you're going to have
three eight or 10 maybe and some of them
are flying too close to the Sun some of
them are blowing themselves up right
some of them are so I I actually first
learned this I so my first actual job
job was at IBM when it was and when when
IBM was still on top of the world right
before it caved in in the early 90s and
so when I was there it was 440,000
employees which and again if you
inflation adjust like today for that
same size of business inflation adjusted
Market size adjusted it would be it's
equivalent today of like a two or three
million person organization it was like
a it was a nation state uh there were
6,000 people in my division you know we
were next door to another building that
had another 6,000 people in another
division so you just you could work
there for years and never meet anybody
who didn't work for IBM the first half
of every meeting was just ibmers
introducing themselves to each other
like it it was just mindboggling in the
level of of complexity but they were so
powerful um that they had uh four years
before I got there in 1985 they were 80%
of the market capitalization of the
entire tech industry right so so they
were at a level of dominance that even
you know Google or Apple today is not
even close to right at the time so
that's how powerful they were and so
they had a system and it worked really
well for like 50 years they had a system
which was most of the employees in the
company were expected to basically rig
follow rules so they dressed the same
they acted the same they did everything
out of the Playbook you know they they
were trained very specifically um but
they had this category of people they
called wild ducks um and this was an
idea that the founder Thomas Watson come
up with wild ducks and the wild ducks
were they often had the formal title of
an IBM fellow and they were the people
who could make new things and there were
eight of them and they got to break all
the rules and they got to invent new
products they got to go off and work on
something new they didn't have to report
back um they got to pull people off of
other projects to work with them um they
got you know budget when they needed it
they they reported directly to the CEO
they got whatever they needed he
supported them in doing it and they were
glass Breakers and you know they showed
the one in Austin at the time was this
guy Andy heler and he would show up in
you know jeans and C boots and you know
amongst an ocean of men in you know blue
suits white shirts red ties um and put
his cowboy boots up on the table and it
was fine for Andy to do that and it was
not fine for you to do that right and so
they very specifically identified we we
have we have like a like almost like an
aristocratic class within our our
company that gets to play by different
rules now the expectation is they
deliver right they they their job is to
invent the next breakthrough product but
we IBM management know that the 6,000
person division is not going to invent
the next product we know it's going to
be crazy Andy heler in his um in his
cowboy boots and so I I was always like
very impressed like and again like
ultimately IBM had its issues but like
that model worked for 50 years right
like worked incredibly well and I I
think that's basically the model that
works um and so but it's a paradox right
which is like how do you have a large
bureaucratic regimented organization
whether it's Academia or government or
business or anything that has all these
rule followers in it and all these
people who are jealous of their status
and don't want things to change but then
still have that spark of of
creativity I would say mostly it's
impossible mostly it just doesn't happen
those people get driven out right and in
Tech what happens is those people get
driven out because we will fund them
these are the people we fund right I was
goingon to say I I gather that you are
in the business of finding and funding
the wild ducks the wild ducks that's
exactly right and and actually this is
actually to close the close the loop
this is actually I think the simplest
explanation for why IBM ultimately caved
in and then HP sort of in the 80s also C
you know the IBM and HP kind of were
Model there were these incredible
monolithic incredible companies for 40
or 50 years and then they kind of both
caved in in the 80s and 90s and I
actually think it was the emergence of
venture capital it was the emergence of
a parallel funding system Where the wild
ducks or in hp's case their their
Superstar technical people could
actually leave and start their own
companies and again it goes back to the
university discussion we're having is
like this is what doesn't exist at the
University level this certainly does not
exists at the government level and until
recently in media it didn't exist until
there's this thing that we call podcast
exactly right exactly right which
clearly have picked up some um some
momentum and I I would hope that these
other wild duck models will um will U
move quickly yeah but the one thing you
know and you know this like the one
thing you know is the people on the
other side are going to be mad as hell
yeah they're going to well well I think
um they're past denial um the
counterarguments continue um the name
calling is prolific name calling is
fully underway yeah yes well Mark we've
covered a lot of topics but as with
every time I talk to you I learn oh so
very much so I'm so grateful for you
taking the time out of your schedule to
talk about all of these topics in depth
with us you know I'd be remiss ified and
say that it is clear to me now that you
are hyper realistic about the
landscape uh but you are also intensely
optimistic about the existence of wild
ducks yes and those around them that
support them and that are necessary for
the implementation of their ideas at
some point yeah and that also you have
um a real Rebel inside you so that is
Oho welcome on this podcast and it's um
Oho needed in uh these times and every
time so on behalf of myself and the rest
of us here at the podcast and especially
the listeners thank you so much thanks
for having me thank you for joining me
for today's discussion with Mark andreon
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