Bg2 Pod

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Bg2 Pod

Bg2 Pod

@BG2Pod

Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism

Silicon Valley Katılım Ocak 2024
76 Takip Edilen34.9K Takipçiler
Bg2 Pod
Bg2 Pod@BG2Pod·
Should have never been in doubt - but great news - @DiabloCanyonCA will remain open! Now they should build new reactors on sites 3 & 4 sponsored & paid for by Google & Meta. 2x good clean energy output in 8 yrs! 💥🇺🇸🚀@bgurley @altcap
NRC@NRCgov

#NRCNews:✅We've renewed the operating licenses of the Diablo Canyon Nuclear Power Plant for an additional 20 years, marking the 99th and 100th renewed commercial reactor operating licenses. nrc.gov/sites/default/…

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Ibrahim Ajami
Ibrahim Ajami@IbrahimAjami·
Prof Jiang is entertaining and provocative, but he underestimates the UAE's extraordinary spirit of resilience, innovation, adaptation, and relentless growth. The UAE is only 55 years young, yet in just over half a century it transformed from desert trading posts into a global model of prosperity, high living standards, and forward-thinking ambition. From pioneering world-class cities to leading in AI, renewable energy, space exploration, tourism and healthcare- non-oil sectors now dominate GDP. A dignified standard of living isn't accidental—it's engineered through smart leadership and an unstoppable drive to evolve. The UAE isn't waiting for history; it's writing it. 🇦🇪
Tucker Carlson@TuckerCarlson

Professor Jiang Xueqin on how this war is likely to go and what happens to the world. (0:00) How Will the Iran War Be Resolved? (7:33) The 3 Major Trends We Will See Due to This War (11:28) Will Japan Become a Nuclear-Armed Power? (16:06) The Future of South Korea (20:12) The Energy Crisis (25:23) The Future of the GCC and Iran (29:57) The Greater Israel Project (35:11) How US Ground Troops Will Change the War (36:46) Prof. Xueqin’s Advice to Donald Trump (38:49) Is It Possible for the US to Get Israel Under Control? (45:03) What Role Does Trump Play in All This? (48:21) The Future of North America (54:59) Are We Seeing the End of Europe? (1:00:58) How Many Americans Truly Understand What’s Happening in the World? (1:03:50) The Effort to Destroy Western Civilization

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Bg2 Pod
Bg2 Pod@BG2Pod·
BG2 Guest Interview. ChatGPT – The Super Assistant Era 📷 How ChatGPT Gets to the Next Billion Users @bg2pod @apoorv03 -- (00:00) Intro (01:00) Nick Turley’s Journey to OpenAI (02:15) ChatGPT’s North Star: Long-Term Retention (04:15) Why ChatGPT’s Retention Curve “Smiles” (06:45) What Drove ChatGPT’s Consumer Breakout (10:15) How OpenAI Gets the Next Billion Users (14:15) When ChatGPT Starts Taking Actions (18:15) Why Coding Agents Came First (21:00) Beyond Chatbots: The Super Assistant Vision (24:00) Power Users vs. Casual Users (28:00) Why ChatGPT Pricing Has to Change (33:45) Partnerships, Distribution, and Product Tradeoffs (37:15) GPUs, Scarcity, and the Cost of Scaling AI (41:30) Shopping, ChatGPT as a Thought Partner, and Code Red (51:45) OpenAI’s Future Interface, Rapid Fire, AI Jobs, and Nick’s AGI Moments
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Bg2 Pod
Bg2 Pod@BG2Pod·
Identifying power law companies. 💥💥
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Bg2 Pod
Bg2 Pod@BG2Pod·
Sam, Dario & Elon don’t agree on much - but they all seem increasingly convinced that AI is accelerating much much faster than people understand. 🧐🧐🚀
Dustin@r0ck3t23

Elon Musk just said the AI community is misunderstanding the math of superintelligence by two orders of magnitude. Not slightly off. Not directionally wrong. A hundred times off. Musk: “Most people in the AI community don’t yet understand. The intelligence density potential is vastly greater than what we’re currently experiencing.” Everyone is focused on the hardware race. Bigger data centers. More GPUs. Nuclear power plants built to feed the compute. That’s half the equation. Musk: “I think we’re off by two orders of magnitude in terms of intelligence density per gigabyte. That’s just algorithmic improvement. Same computer.” Read that carefully. Not more hardware. Not more energy. Not more capital. The same machine. A hundred times smarter. Through software alone. That’s before the hardware improvements compound on top of it. Musk: “And the computers are getting better. That’s why I think it is a 10x improvement per year type thing. 1,000 percent.” A thousand percent compounding annual growth rate in raw intelligence. A system that becomes 10x more capable every twelve months doesn’t follow a linear curve. It doesn’t follow an exponential curve that human intuition can track. It follows a curve that human intuition cannot simulate at all. In year one it’s 10x smarter. In year two it’s 100x. In year three it’s 1,000x. At that point, the gap between that system and a human brain is wider than the gap between a human brain and a calculator. This is the math the public isn’t running. The models aren’t just getting better. They are compounding on themselves at a rate that makes every previous technology curve look flat. Musk: “The intelligence density potential is vastly greater than what we’re currently experiencing.” We aren’t approaching superintelligence on the timeline most people imagine. We are already inside the curve.

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