20 korrents from this recording
Every claim below is a statement made in this recording, quoted word for word and linked to the second it was said, so you can hear it rather than take our word for it. The wording comes from the transcript published alongside the recording; the sentence above each quote is our reading of the claim, not their wording.
Their wordsI think the the key thing is you need to develop conviction in a set of beliefs that nobody else um agrees with. Like, I think if you look at all the most successful companies in the world, um they were started at a time long before the sort of like core idea was popular.
Their wordsyou just you can't base your business decisions based on what everyone else is saying around you. Like, if you go too much with the herd, you will get immensely confused and you will end up nowhere. And so you have to develop your own compass of what you think the future is going to look like because everyone else will just confuse you.
Their wordsI think we're at this like in amazing moment in the world where the bottleneck is not the progress of the AI models, the bottleneck is diffusing that through the rest of the world and and helping the world adapt to this amazing technology that already exists. Like I think if the models didn't improve at all from today, there would still be like decades and decades of like total upheaval and change in the economy and how the world operates and and everything around us
Their wordsit's probably a like once in a civilization opportunity to be a dreamer and to have a vision and to have ambition and to impose a view of how the future world should look by building something amazing.
Their wordsAnd now I actually think with the power of agents um and AI broadly speaking, it's much closer to Goliath versus Goliath. Like I think but maybe the startup is like a Mecca Goliath that is like vastly enhanced by the power of agents and AI and you know, the the large companies are the sort of like more traditional Goliath, so to speak. But I think that startups now like if you properly embrace AI agents and um figure out the way to leverage their strengths in the most like ambitious ways, you can easily outcompete incumbents.
Their wordswe believe that everybody in the world, you know, all the billions of people in the world are going to have a super intelligence that is adapted and tailored to them, that is enables them to accomplish their goals, knows their context, and ultimately is an expander of their own agency.
Their wordswe don't believe in this totalizing, you know, totalitarian view of, you know, AIs that control the world. We believe that these are going to enhance this very broad ecosystem.
Their wordsthe first is talent density was incredibly important. That was the the core thing to bet on and um, like talent density is something that compounds naturally. Like the more talented people you have the more of the most most talented people want to join you.
Their wordsfrontier AI work is research. Like we are it is scientific work. We're exploring what can you do with these models? How can you push these models? What is the what are the reaches of what can be accomplished with these models which requires a totally different mindset and operating model than you know, existed for internet companies or internet products and what not.
Their wordswe don't believe in a world where these models are so expensive that, you know, they get rationed only for the most wealthy of developers and and companies.
Their wordsthe best AI products haven't even been developed yet. You know, that if you look at the AI ecosystem and everything that's happened, like every wave is 10 times bigger than the past wave.
Their wordsI truly believe these these models are already just incredibly powerful. Like they should they should be so powerful to fuel, you know, um many many points of expansion of GDP growth and I think it's like up to smart people with vision and ambition to make all that happen.
Their wordsso much of that debate is like I think um in some ways uh a little bit of a waste of time because, you know, I think it's inevitable that we're going to have very powerful models
Their wordsI mean, I think for the history of humanity, um you know, groups of smart people getting together towards a shared goal was was the bottleneck of progress. You know, US The United States of America in some sense was an example of this. Like the United States of America was formed from a smart group of very smart people getting together and having a vision for the future that they wanted to enact.
Our reading
The scarce resource is about to stop being intelligence or agency and become vision and ambition.
Their wordsall of a sudden, the scarce resource isn't going to be intelligence or agency. I really think it's going to be vision and ambition.
Their wordsyou know, the world is like really just, you know, barely even ready for this technology today. And I think, you know, as a builder, we have a responsibility to prepare the world, right?
Their wordsBut um but I think systems thinking is never going to go out of style. So, I think it's definitely a mistake to go all in on Word Cell. Like, I think you need to you need to shape rotate.
Their wordsSo, you know, humanity will change more in the next decade than it has in the past 100 years, probably.
Their wordsLike I think we've seen internally at Meta um cases where if you can develop the right agentic loop and you have the right eval or the right metric for the agents to optimize, you can have a swarm of agents accomplish more than like a team of 100 engineers in, you know, uh very very handily actually, very very easily.
Their wordsthe other piece of advice I would have is try to identify what is the what is the exponential in the world that has both the steepest curve and will go the longest. And you know many decades ago this curve was was Moore's law and that probably was you know that was at the time like clearly the right thing to invest on. I think right now it's AI progress