Latest / General Magic & The Soul of Tech / Ep. 12 | “Schrambo” Ships: AI, Climate Tech, and Advice for Founders | Steve Schramm
Transcript
- 0:00SPEAKER_0: Hi, this is Mike Stern.
- 0:03SPEAKER_1: And this is Tom "Hersh" Hershenson.
- 0:05SPEAKER_0: Welcome to General Magic & The Soul of Tech.
- 0:10SPEAKER_2: We believed we were building something that would change the world, and in some ways we did.
- 0:14SPEAKER_2: In others, we didn't understand what we were setting in motion.
- 0:18SPEAKER_2: The story of General Magic isn't over.
- 0:21SPEAKER_2: We're still living inside what it started.
- 0:29Our special guest today is Steve Schramm,
- 0:32one of the OG General Magicians and a real Silicon Valley veteran.
- 0:38SPEAKER_0: I'm gonna bring back something from the past.
- 0:40SPEAKER_0: Steve's nickname at General Magic when he was VP of Engineering was Schrambo.
- 0:45And the reason he had that nickname was because of his hard driving,
- 0:49we gotta ship it, we gotta stop fooling around style.
- 0:54SPEAKER_0: That name really suited you.
- 0:56SPEAKER_0: And you were a real manager, which was something we were rather short of.
- 1:01And my initial question is,
- 1:03you came up through big companies,
- 1:05HP and McDonnell Douglas, as well as startups before you got to Magic.
- 1:10SPEAKER_0: And you weren't part of the Apple clan, which was part of the General Magic DNA.
- 1:15SPEAKER_0: Did that make a difference?
- 1:16Was that one of the reasons why you were,
- 1:18much more focused on meeting deadlines and executing than the rest of us?
- 1:22SPEAKER_3: Well, yes, I think it's pretty clear that my background made a difference.
- 1:27SPEAKER_3: Where I had been previously, it was all about delivering.
- 1:31SPEAKER_3: There was no artistry in it.
- 1:33SPEAKER_3: And you can view that as a failing on the corporate side, but it really was about delivering.
- 1:38The other thing about it was that not only did I not come from Apple,
- 1:42but I really didn't come from the hardware and software technology side of it.
- 1:47SPEAKER_3: I really came from the communication side.
- 1:49And working with Jim White and Rich Miller and other folks in
- 1:54the International Telecommunications Union in the United Nations,
- 1:58where we were setting worldwide data communication standards,
- 2:02it was all about reaching agreement and getting things out.
- 2:05SPEAKER_3: And you had a deadline for doing that.
- 2:08SPEAKER_3: And you worked worldwide with a lot of very different people with different perspectives.
- 2:12And so You're constantly in the middle of trying
- 2:15to understand everybody's perspective,
- 2:17but saying, look, we have to deliver a standard and we have to agree.
- 2:21SPEAKER_3: And so for me, Jim White and Rich Miller were the rock stars.
- 2:24SPEAKER_3: And while I used Macintosh devices, I lived the communication side and we had to deliver stuff.
- 2:30So yeah,
- 2:31it's a different perspective than the more software and change the world innovation
- 2:36that Apple had.
- 2:37SPEAKER_0: Yeah.
- 2:38SPEAKER_0: And I think, the we don't need any managers ethic was foreign to you.
- 2:44SPEAKER_3: Yeah.
- 2:45SPEAKER_3: The managers were supposed to provide value.
- 2:47We were supposed to keep our eye on the ball and look at the big picture and
- 2:51then figure out how that applies to getting things done.
- 2:54Obviously to get things done,
- 2:56whether it's in telecommunications or whether it's in software and hardware,
- 3:00all sorts of problems come up and you've got to understand them and deal with them.
- 3:03SPEAKER_3: And sure, things sometimes take longer than you expect.
- 3:06But the trick is to Try to bite off the right amount and then when things go wrong,
- 3:12figure out how to get them right again.
- 3:14SPEAKER_0: Yeah, you're wearing your AT&T t-shirt.
- 3:16SPEAKER_0: You should show people the back.
- 3:18SPEAKER_3: Yeah.
- 3:19SPEAKER_3: Yeah.
- 3:19SPEAKER_3: These are what we called fuzzy balls of intelligence.
- 3:23SPEAKER_3: Yeah, this is AT&T.
- 3:24SPEAKER_3: This is 1990s, right?
- 3:26Early 1990s,
- 3:27and they were gonna have agents running around in their network doing bidding
- 3:33for all your personal and professional and corporate needs.
- 3:37SPEAKER_3: These were customized agents.
- 3:39SPEAKER_3: We had worked really closely with AT&T Bell Labs.
- 3:43SPEAKER_3: They had thought through really carefully how do you protect the network against these agents?
- 3:48SPEAKER_3: How do the agents have the features and capabilities to deliver services to their customers?
- 3:54How do they have access so that AT&T can interrogate them,
- 3:58manage them,
- 3:58make sure they're not consuming too many resources, make sure they're not abused.
- 4:03We went through a lot of work with some really smart people,
- 4:08over years,
- 4:09to make sure that we designed Telescript,
- 4:11which was the language that you programmed the agents in,
- 4:14to make sure that it was manageable and maintainable and supportable.
- 4:18SPEAKER_3: It delivered the goods, but also didn't trash the network.
- 4:21SPEAKER_3: And AT&T was proud of the work that they did in this area.
- 4:25SPEAKER_3: It was a new AT&T that was turned loose and really wanted to impact the world.
- 4:30And they were proud of the work on Telescript,
- 4:32on the language, and they wanted to share it with the other PTTs around the world.
- 4:36SPEAKER_3: And some of the PTTs that understood what Telescript was doing, they embraced this.
- 4:41SPEAKER_3: They said, wow, yeah, smart network.
- 4:43SPEAKER_3: This makes sense.
- 4:44We could provide all sorts of services to our customers and we could also manage it
- 4:49and take care of it.
- 4:50I know NTT and Cable & Wireless and other PTTs around the world really embraced this
- 4:57and wanted to take off with it.
- 4:58So It was an exciting time and it was really,
- 5:01I think,
- 5:01the first time that the top folks around the world thought about how do you make
- 5:06a network intelligent?
- 5:07SPEAKER_3: How do you give it the ability to deliver products and services?
- 5:11So we were on the forefront of that and now we're seeing a second or maybe even
- 5:15a third wave of that happening.
- 5:17I'm curious with respect to the design and the concerns that the PTTs had,
- 5:22were those driven by a purely technical perspective?
- 5:26SPEAKER_1: Or was there some thought about the possible misuse of agents and malicious actors?
- 5:32SPEAKER_1: What drove embedding the kind of controls and safety that Telescript had?
- 5:39SPEAKER_3: Yeah, Hersh, it was totally the latter.
- 5:40They have experience,
- 5:42decades of experience of people trying to abuse the system,
- 5:46both maliciously and unintentionally.
- 5:48They have to make sure that their circuitry,
- 5:52and of course,
- 5:52back then it was mostly copper wire,
- 5:55they had to make sure that the wire wasn't abused,
- 5:58that it could handle all of the all the things that were happening.
- 6:01SPEAKER_3: And that also goes for non-malicious things.
- 6:04You have an earthquake,
- 6:05everybody wants to call and check and make sure people are okay
- 6:08and people are calling out trying to get help.
- 6:11SPEAKER_3: So they really thought through those kinds of things.
- 6:14You can think of that as a denial of service attack,
- 6:16but actually it's just the people using the network.
- 6:19So they were all about malicious use because they said,
- 6:22whoa, wait a minute, you're talking about programming our network.
- 6:26SPEAKER_3: We want to make sure that people can only program it for good and not for evil.
- 6:30And when they try to program it for evil,
- 6:32because we know they will,
- 6:34we want to be able to detect it and basically box it so that it can't get out
- 6:38and do evil stuff.
- 6:40SPEAKER_3: And so, yeah, absolutely.
- 6:41SPEAKER_3: We had concepts of agents and places in the network.
- 6:45And so an agent would travel to a place,
- 6:47but the place could say, okay,
- 6:49I'm giving you only this many resources,
- 6:51and it monitors that and the place can report back saying, hey,
- 6:56this agent is trying to abuse its resource consumption and I'm gonna shut it down
- 7:00or control it.
- 7:01SPEAKER_3: That was just one example.
- 7:02There were many different ways in which agents were tracked,
- 7:05monitored,
- 7:06and metered so that the network would operate well with billions
- 7:11of these agents running around.
- 7:13SPEAKER_3: So yeah, the Bell Labs guys were all about it.
- 7:16Yeah, we were thinking of cracking the alliance very late in the game
- 7:20before we went public and bringing in of all things, IBM.
- 7:24SPEAKER_0: And that was when you formulated what became known as the Schramm Paradox.
- 7:29Can you explain to our listeners what that was and how that insight carried forward
- 7:35to other places where you worked and even today.
- 7:39SPEAKER_3: Yeah, it was an interesting situation.
- 7:41SPEAKER_3: We, we're trying to invent an entire world, right?
- 7:45Not just the iPhone,
- 7:47but the iPhone and the internet and everything that you have today
- 7:50through cellular networks.
- 7:52SPEAKER_3: We're trying to invent all of that at once.
- 7:53SPEAKER_3: But at the same time, we were a business and we needed to make money.
- 7:56SPEAKER_3: And so we were trying to figure out how do we charge for all of this?
- 8:01And so you get into these real strange things,
- 8:05which and I started to describe some of these when I was talking with Mike
- 8:09and others about how we price stuff.
- 8:11We got into these weird situations where,
- 8:14for example,
- 8:15on the AT&T side, we wanna see lots of agents, but we also need to charge.
- 8:20SPEAKER_3: Well, okay, one idea would be, well, let's just have a very small charge for each agent.
- 8:26SPEAKER_3: Well, if you think about that, at a superficial level, you go, Yeah, sure, whatever.
- 8:30SPEAKER_3: Okay, go ahead.
- 8:31SPEAKER_3: At a deeper level, you're like, well, wait a minute.
- 8:34If you're charging for each agent,
- 8:36then you're effectively discouraging people from using agents
- 8:39because every agent they use costs money.
- 8:42And while that may not seem like very much,
- 8:44for one,
- 8:45if you do a million or a billion, the numbers start to get very, very large.
- 8:49And so what you end up having is this tension where on the one hand,
- 8:54we want to make a lot of money, so we want to charge for something.
- 8:57And yet the more of something that we charge for,
- 8:59the more our customers are motivated to not use them.
- 9:03SPEAKER_3: And even if you try to, provide volume discounts and stuff like this, it gets very, very sticky.
- 9:09SPEAKER_3: You've got to do the calculation.
- 9:10And so that's what Mike's referring to when we're talking about
- 9:14the Schramm Paradox is like you can't just extract money.
- 9:17You have to figure out what motivations you're creating or creating disincentives
- 9:23for when you do these setups.
- 9:25SPEAKER_3: And that repeats itself with every company that I'm working on, right?
- 9:29SPEAKER_3: Because I do startups.
- 9:30SPEAKER_3: That's what I do.
- 9:31I'm advising about a dozen right now,
- 9:33mostly in climate change mitigation and clean energy and medical breakthroughs
- 9:37and stuff.
- 9:38SPEAKER_3: And every one of them needs money.
- 9:40And so, yes,
- 9:41you go through venture capital and strategic investors and other things like that
- 9:44to get going,
- 9:45but you want to stop doing that and start making money off of your business.
- 9:49You start charging for stuff,
- 9:51but you've got to be really careful because if you're charging for things
- 9:54that your customers are now motivated to not use,
- 9:56then your business model doesn't work.
- 9:58And so it's really important to charge for value and increase the value so
- 10:04that people feel like,
- 10:06Yes, I'm spending money, but I'm getting enough value for it to justify it.
- 10:10SPEAKER_0: So the frontier models are confronted with this right now, right?
- 10:13SPEAKER_0: In terms of charging per token or how they price, right?
- 10:16I just want to have a quick digression to that exact point
- 10:19because I'm heavily using Anthropic stuff.
- 10:24I'm also using Chat and Gemini and other things,
- 10:26but I have written skills for Anthropic to do my bidding so that I can manage all
- 10:32the work that I'm doing.
- 10:33SPEAKER_3: And I wrote skills, they were working great.
- 10:37SPEAKER_3: I was using them constantly, and then they changed the billing model.
- 10:41SPEAKER_3: And the skills that I created are using the API.
- 10:45SPEAKER_3: They've decided to charge that differently, and I blew through my limit in two days.
- 10:50SPEAKER_3: And so I looked at that and I said, Okay, I guess you don't want me to use your API anymore.
- 10:56SPEAKER_3: Fine.
- 10:57SPEAKER_3: And I switched all of my work.
- 10:58SPEAKER_3: I restructured them and I used some Anthropic and some Chat stuff now.
- 11:02SPEAKER_3: But I'm not doing that anymore.
- 11:04SPEAKER_3: I just killed the skill and I'm just not using it.
- 11:06SPEAKER_3: I found other ways to get it done.
- 11:08SPEAKER_3: So they motivated me to stop using their product and service.
- 11:13SPEAKER_3: And you know, oops.
- 11:15SPEAKER_3: So that's the Schramm Paradox back at you again.
- 11:20SPEAKER_0: Yeah, what's a skill?
- 11:21SPEAKER_0: What's a skill, Steve?
- 11:25SPEAKER_3: In Anthropic's world, you can effectively program their model to do stuff for you.
- 11:36SPEAKER_3: In English, you explain what you want it to do, and it takes that in and it operationalizes it.
- 11:45SPEAKER_3: It's effectively a high-level way of programming, but you're not writing any language.
- 11:49The whole, the,
- 11:51I mean this – this whole AI thing is just so amazing because I can do in one day,
- 11:59I could do what would have taken me weeks, maybe months to do.
- 12:03And I'm moving so fast now that it,
- 12:06it's enabling me to do things that I never imagined that I could do.
- 12:11So you can create this skill,
- 12:13and once you've created it then it just does it all the time for you.
- 12:17SPEAKER_3: You don't ever have to do it again.
- 12:18So just to give you a specific example,
- 12:21I wrote a skill that enabled,
- 12:23and this will scare you,
- 12:24anybody with privacy concerns,
- 12:27I urge you to turn off your volume at this moment because you don't want
- 12:30to hear this.
- 12:30SPEAKER_3: But I I've embraced this.
- 12:33I understand the privacy concerns,
- 12:35but what I did was I programmed this so that it will go and look at all of my email.
- 12:41There are connectors for my phone,
- 12:44it will pull things,
- 12:45it can talk to my to-do list,
- 12:47it can go to my calendar,
- 12:49it looks at everything that I'm doing,
- 12:50it looks at all the email that I'm doing,
- 12:52it keeps track of all the companies that I'm working on,
- 12:55and it stores all this data locally.
- 12:56This is part of the skill that I wrote for it is it stores all the data
- 12:59on my machine here so it doesn't go into the cloud.
- 13:03And so then what happens is when I ask it a question,
- 13:07it can go and look at the data locally and say,
- 13:09okay, I understand these last eight years you've been working with this company.
- 13:13SPEAKER_3: I understand all the people.
- 13:14SPEAKER_3: I understand the context.
- 13:16And so when I ask it a question, hey,
- 13:19this is the conflict that they're having or this is the go
- 13:22to market challenge they have or whatever,
- 13:24it has all that context and it can then have a discussion with me about Well,
- 13:29they could try this or this, or have you thought of that?
- 13:31SPEAKER_3: Or let me go out and research this for you.
- 13:32SPEAKER_3: And I'll engage in a super quick, very efficient conversation with it to decide what to do.
- 13:37And then I'll say, okay, great,
- 13:39put that on my to-do list or throw that on my calendar and create this or that,
- 13:43and it will do it for me.
- 13:44SPEAKER_3: And I can move on to the next thing.
- 13:46We've been exploring with Magicians that we've been talking to how they're using AI,
- 13:51And, we've been very reluctant to use it for fear of rotting our brains, as writers.
- 13:57SPEAKER_0: And what we're hearing from you and others is it doesn't rot your brain.
- 14:02SPEAKER_0: It empowers it.
- 14:03SPEAKER_0: And that's a significant reset for us and for me.
- 14:07SPEAKER_0: And that's a sterling example, what you've just described.
- 14:10SPEAKER_0: How is it propagating inside the portfolio companies you're working with?
- 14:14SPEAKER_0: And what are doing to teach people how to use it well and avoid missteps?
- 14:19Yeah, so since I have been talking fairly enthusiastically about it,
- 14:23I do wanna caution everybody that it's not perfect.
- 14:26I know you know that,
- 14:27but it's imperfect in major and significant ways that you really have to watch.
- 14:33SPEAKER_3: People used to talk about hallucinations.
- 14:35It doesn't really do that anymore,
- 14:37but sometimes it will State something which sounds like it's real, but it's not.
- 14:42SPEAKER_3: It's just not correct.
- 14:44It may be completely incorrect,
- 14:46or it may be that it's asserting something that you need to check.
- 14:50So it's very much like talking to a real person in the sense that
- 14:54a real person can tell you things.
- 14:55SPEAKER_3: I could be telling you things, and you shouldn't just believe what I'm saying.
- 14:58SPEAKER_3: You should go figure it out for yourself.
- 15:00And when you do figure it out for yourself,
- 15:02you may not come to the same conclusions that I came to.
- 15:05SPEAKER_3: So it's very much like that.
- 15:07It's been trained on data that's been created by people and the behaviors are
- 15:11from people and the conflicts and the disagreements are all from people.
- 15:15SPEAKER_3: So in some senses it has some of those same attributes.
- 15:19SPEAKER_3: And one of them is it's not right.
- 15:21SPEAKER_3: And so when it tells me things or when we're having a conversation, let me just be specific.
- 15:28I'm having a conversation with it about a strategy from one of my companies,
- 15:32it will say something and I'll say,
- 15:36wait a minute, are you basing that on something that the company previously did?
- 15:40SPEAKER_3: And it'll say, yeah, it's the it did this before.
- 15:43SPEAKER_3: And I said, when?
- 15:44SPEAKER_3: And they'll say, well, okay, it wasn't exactly that.
- 15:47SPEAKER_3: It was this other thing.
- 15:48SPEAKER_3: So you have to call it on these things.
- 15:50SPEAKER_3: You can't just accept what it says.
- 15:52SPEAKER_3: You cannot just sit there and go, it's coming from a computer, therefore I should go with it.
- 15:58SPEAKER_3: And just continue with it.
- 15:59SPEAKER_3: You have to challenge it.
- 16:01SPEAKER_3: And this is true in real life too.
- 16:03You don't believe everything politicians say,
- 16:05you don't believe everything that leaders say, any hierarchy.
- 16:09SPEAKER_3: Even the church hierarchy has issues.
- 16:11SPEAKER_3: So it's not anything new.
- 16:13And I guess that's what I would encourage everybody to do is just to say,
- 16:16well, okay, it's just another source of information.
- 16:18SPEAKER_3: It's a tool.
- 16:20SPEAKER_3: Use it, but use it within the bounds that you need to keep around it.
- 16:25Yeah, we spoke to Steve Jarrett and one of the things that he talked about was AI
- 16:31to challenge things,
- 16:32a kind of devil's advocate,
- 16:33and he would pit different AI models against each other, kicking the tires on ideas.
- 16:38SPEAKER_1: So not something to make decisions with, but something to validate or invalidate hypotheses.
- 16:44SPEAKER_3: Yeah.
- 16:45SPEAKER_3: It's great for that.
- 16:46SPEAKER_3: And I do that all the time.
- 16:47In fact,
- 16:47before we got on this call,
- 16:49I was working on a problem between two founders in a startup that I have.
- 16:54SPEAKER_3: And I actually use Claude and Chat.
- 16:57I will feed them the same information,
- 16:59get different answers from them, and then have them argue between themselves.
- 17:04And the process of watching them either converge or diverge is really helpful for me
- 17:10because then I can take all of the best things and ignore all the BS
- 17:15and provide some useful feedback.
- 17:17SPEAKER_3: So absolutely I do that.
- 17:20For entrepreneurs in early stage companies,
- 17:23it's just a godsend because one of the big reasons people don't start companies is
- 17:28because they don't do a lot of the basic stuff well.
- 17:30SPEAKER_3: They don't create a pitch for themselves that is effective.
- 17:34SPEAKER_3: They don't come up with a business plan that's effective.
- 17:36Well, AI can help with these things,
- 17:39and this is enabling smart people who have good ideas to actually bring them forward
- 17:44in a coherent manner so that People who are potential investors
- 17:48or supporters can help them get off the ground.
- 17:52SPEAKER_3: A lot of them just don't get off the ground at all.
- 17:54SPEAKER_3: And right now in our economy, there's so much money looking for good investment.
- 18:00And if you can present a coherent idea,
- 18:02even if you're not a great business person,
- 18:04you can get in touch with somebody who says, I understand what you're trying to do.
- 18:08SPEAKER_3: Let me partner you up with somebody who can really help you run this business.
- 18:12SPEAKER_3: And then you get a couple of people together.
- 18:15SPEAKER_3: Somebody with a great idea, somebody with a great business sense.
- 18:18And then they can use AI to put together their company really fast
- 18:22and get some investment and go.
- 18:24And so I see AI as a really powerful tool to get more good ideas
- 18:29and more good things out into the marketplace.
- 18:33SPEAKER_3: And I think that can improve our life in a lot of different ways.
- 18:36SPEAKER_3: And I'm seeing it used aggressively by startups.
- 18:39At Stanford we have StartX – We take a cohort of about 40 companies every quarter
- 18:45and we school them up on how to run a business.
- 18:48SPEAKER_3: And we're seeing really high quality ideas come into that.
- 18:51SPEAKER_3: And it's just it's great to see.
- 18:53You pivoted from communications and device technology to climate tech and
- 18:59to climate change mitigation.
- 19:01Can you talk about the portfolio companies that you're working with a little
- 19:05and why you ended up in that sector?
- 19:07SPEAKER_3: Yeah, I ended up in the sector because I wanted to do something useful.
- 19:12SPEAKER_3: I'd done a bunch of startups over the decades and most of them were tech.
- 19:18SPEAKER_3: I wanted to focus on something that was trying to make the world better.
- 19:23And I settled on climate change mitigation as an area where there were a bunch
- 19:28of different ideas.
- 19:29SPEAKER_3: I didn't know which one would work.
- 19:30And so I figured,
- 19:31well, if I could help a bunch of them at once, maybe could see some good results.
- 19:35SPEAKER_3: And so, I just started picking them up, right?
- 19:37Every time a cohort of companies would come in,
- 19:42I would look through them and look for ones that were doing something
- 19:45that made sense to me that I thought I could help with.
- 19:48SPEAKER_3: It also gave me an excuse to learn what's going on in the technology.
- 19:53So for example,
- 19:54the first one I picked,
- 19:5510 years ago,
- 19:56a company called SkyCool,
- 19:59they were taking advantage of a physical property of light where there's
- 20:03a certain range,
- 20:05it's just in the infrared,
- 20:06where if you move heat, is just electromagnetic radiation from the sun.
- 20:11SPEAKER_3: If you shift it, if you shift the wavelength, it actually goes out into space.
- 20:15SPEAKER_3: It doesn't get trapped by the atmosphere.
- 20:17SPEAKER_3: And so their idea was we'll create this thin layer of film.
- 20:21And what it'll do,
- 20:22it'll have 130 layers of plastic,
- 20:25and it'll move the sun's wavelengths to that wavelength where it can escape
- 20:30into space.
- 20:31SPEAKER_3: And that way, if you put this on something, then it will make that object cool.
- 20:36SPEAKER_3: Even if it's hot out.
- 20:37SPEAKER_3: That was the idea.
- 20:38SPEAKER_3: It turns out it works remarkably well.
- 20:41SPEAKER_3: You can put this film, they eventually contracted with 3M to have 3M manufacture it.
- 20:47And if you put this on an object,
- 20:49now obviously it depends on relative humidity in the area and stuff,
- 20:52but it can lower the surface temperature by 10 to 15 degrees Fahrenheit
- 20:58over what it is.
- 20:59SPEAKER_3: So it's a remarkable amount.
- 21:01SPEAKER_3: And so the company's doing it in two different ways.
- 21:04SPEAKER_3: The obvious way is fine.
- 21:05You could just lay it on top of a mobile home or lay it on top of a delivery vehicle
- 21:09and it brings the temperature down.
- 21:11SPEAKER_3: That's nice.
- 21:12But what they're also doing is they're going to grocery stores
- 21:16who have these giant cooling sections.
- 21:18SPEAKER_3: So they're chewing huge amounts of energy to keep things cool.
- 21:21And what you do is you run water through panels,
- 21:24they look like solar panels, but instead the panels have the film on it.
- 21:27SPEAKER_3: And so the water is cooled by 10 to 15 degrees.
- 21:30SPEAKER_3: And that means the stores need less power to keep all of the refrigeration or freezing cold.
- 21:37SPEAKER_3: It's a dramatic reduction in energy use.
- 21:40SPEAKER_3: And so that was the first thing.
- 21:42SPEAKER_3: And for me as a as an engineer and a scientist, I was like, wow, that's really amazing.
- 21:47SPEAKER_3: Let's figure out how to make the company go.
- 21:49SPEAKER_3: And so we've been working on that.
- 21:51SPEAKER_3: So that was the my introduction to it, and I got very excited about it.
- 21:54SPEAKER_3: I could rattle off a bunch of other really cool ideas.
- 21:57One is this idea of wow,
- 21:59there are 2 million oil well holes in the United States and Canada that are dry.
- 22:04SPEAKER_3: They're dead, they need to be cleaned up.
- 22:06SPEAKER_3: And so they're useless and actually a liability on the balance sheet of the oil companies.
- 22:10SPEAKER_3: Meanwhile, We have solar power and wind power, which is sporadic.
- 22:16Sometimes there's a lot of it,
- 22:17too much of it, sometimes even, and sometimes there's none or not enough.
- 22:21SPEAKER_3: Why don't we combine those two problems together and fix them?
- 22:24We will take an old oil well,
- 22:27we will clean it up,
- 22:29and then we will put a very large weight on a winch at the top of the well.
- 22:35SPEAKER_3: We'll connect that up to the grid.
- 22:37And then when the grid needs power in the middle of the night when it's not windy,
- 22:41you drop the weight and it falls a mile and spins and provides power.
- 22:46And then when you have an excess of solar power or an excess of wind power
- 22:51and it's very,
- 22:51very cheap or almost free or even negative cost,
- 22:54you use that power to bring the weight back up.
- 22:57I thought this was a phenomenal idea because it cleans up a liability,
- 23:01a danger to the environment,
- 23:03and it creates a kinetic battery which provides you power
- 23:07when your inconsistent clean power is not available.
- 23:11SPEAKER_3: Seemed like just a great idea.
- 23:13SPEAKER_3: And so we, came up with a prototype.
- 23:15SPEAKER_3: The prototype works.
- 23:16SPEAKER_3: Out in Bakersfield we created a real one.
- 23:19SPEAKER_3: It it's our alpha, it works.
- 23:21And so now they're signing contracts with oil companies who seem willing
- 23:25to get these liabilities off their books and stuff.
- 23:28SPEAKER_3: I just thought that was a really great idea.
- 23:29SPEAKER_3: So that's very cool.
- 23:31SPEAKER_3: And we have another company that methane.
- 23:34SPEAKER_3: Methane is a very powerful greenhouse gas.
- 23:37SPEAKER_3: It's really bad.
- 23:38SPEAKER_3: It's hundreds of times worse than carbon dioxide.
- 23:41And there is a lot of methane leaking from all sorts of natural sources as well as
- 23:47from man made sources.
- 23:49And so this company Said, okay, well,
- 23:53for methane that's coming out of an oil well,
- 23:55if you just want to burn it, you can burn it.
- 23:57Because there's a steady flow,
- 23:58a constant flow of methane,
- 24:00and so it combusts and turns into carbon dioxide and other things.
- 24:04SPEAKER_3: And that's not great, but it's not as bad as letting the methane go up.
- 24:08SPEAKER_3: But here's the thing, In other sources, you don't get a steady flow of methane.
- 24:13For example,
- 24:13just something you didn't think about probably,
- 24:15but there are a lot of coal mines in the world,
- 24:18and coal mines emit huge amounts of methane,
- 24:21but they don't do it in a consistent manner.
- 24:23So what you need is something to combust the methane in a way where it will continue
- 24:28the combustion to basically turn that methane into carbon dioxide,
- 24:33which is much less dangerous so this person she invented this device
- 24:39which actually does that and then created a company around it.
- 24:43And so now we're going around to places that generate methane
- 24:46in inconsistent manners, such as coal mines, but also such as dairy cattle.
- 24:51SPEAKER_0: Ha.
- 24:51SPEAKER_3: They.
- 24:52SPEAKER_0: The Ronald.
- 24:52SPEAKER_3: They...
- 24:53SPEAKER_0: Reagan problem, cow farts, right?
- 24:55SPEAKER_3: That's right.
- 24:56SPEAKER_3: It farts and poops, right?
- 24:58SPEAKER_3: So you've got giant pools of stuff that are emitting methane.
- 25:03SPEAKER_3: So you put a little roof over that and then you can get rid of the methane that way.
- 25:08SPEAKER_3: I have two companies working on green ammonia.
- 25:10Now you may not realize this,
- 25:12but ammonia is critical for the entire world in terms of producing food.
- 25:17SPEAKER_3: That's how you move nitrogen around, right?
- 25:19Ammonia is an NH3,
- 25:20you've got nitrogen,
- 25:22but you get a bonus because it's really hard in general to move hydrogen around.
- 25:26SPEAKER_3: Hydrogen are really little, teeny little atoms, and they tend to go through everything.
- 25:31SPEAKER_3: It's very hard to contain them.
- 25:32SPEAKER_3: Even if you put them in a pipeline, it makes the pipeline very brittle and it breaks over time.
- 25:37SPEAKER_3: So ammonia is a great way to move hydrogen and nitrogen around.
- 25:41SPEAKER_3: Hydrogen being a fuel, very, very nice fuel, and nitrogen being a great fertilizer.
- 25:47SPEAKER_3: So there is a huge infrastructure in the world to move ammonia around.
- 25:51The problem is ammonia is something that is hard to produce,
- 25:55and the current market way to make it is this process that requires a huge amount
- 26:01of energy and pressure.
- 26:02SPEAKER_3: And that's usually used with fossil fuels.
- 26:05So I have two different companies that have come up with ways
- 26:08to create what we call green ammonia or ammonia that's produced without fossil fuels
- 26:14and very clever ideas to do it
- 26:15and they've got some really good scientific breakthroughs on this
- 26:19which I think have legs so we we're getting funding for that and moving
- 26:22that forward.
- 26:23They're all using AI as well And I have another company that is working on
- 26:29the greenhouse gas side, for refrigerants.
- 26:32SPEAKER_3: There are really yucky chemicals that are used for that.
- 26:35Everybody knows chlorofluorocarbons,
- 26:37but there are other things even that have replaced them that are really bad for
- 26:41the environment.
- 26:42This guy has come up with a way to use carbon dioxide for data centers,
- 26:46because data centers right now are just generating massive amounts of heat and
- 26:52the air cooling doesn't really work anymore and water cooling is running
- 26:57into its maximal spot and he's come up with a way to use carbon dioxide as a coolant
- 27:01so moving that forward.
- 27:02Anyway there are other companies I'm working with but the idea is that there are
- 27:06a lot of very smart people with a lot of energy just like
- 27:10at General Magic right it's just right in that peak area where they know enough
- 27:14to be valuable and they've got energy And they are charging ahead
- 27:18and doing all sorts of great stuff.
- 27:21And for me,
- 27:22it's very exciting to be working with them and I'm learning just a ton of stuff
- 27:27about how to do this.
- 27:28Because while AI is helpful,
- 27:31you still need real people to come up with these innovations and bring them
- 27:35to market and get them into the marketplace.
- 27:37SPEAKER_3: So that's how I'm spending my time right now.
- 27:40SPEAKER_0: Yeah.
- 27:40SPEAKER_0: Are you getting market uptake?
- 27:42SPEAKER_0: Sounds like they're getting funding, but are they getting customers?
- 27:45SPEAKER_3: Yeah, some of these are early stage.
- 27:47SPEAKER_3: And so the answer is uncertain.
- 27:50SPEAKER_3: But some of the ones that I've been working with for a while are getting market uptake.
- 27:55One of them,
- 27:55the one I've been working with the very longest,
- 27:59is a company that started out doing automated farm management software for cattle.
- 28:03And you before you say, Well,
- 28:04what does that have to do with climate change,
- 28:07there are over a billion cows on the planet.
- 28:09SPEAKER_3: And if you weighed all the cows, they would weigh more than all the people on Earth.
- 28:14SPEAKER_3: So it's a lot of mass.
- 28:16SPEAKER_3: And it's very important, obviously, the food supply.
- 28:19So if you come up with ways to manage the all those animals,
- 28:24both cattle and sheep,
- 28:25actually,
- 28:25there are a lot of sheep too, then you can reduce the impact on the environment.
- 28:31You can cut your carbon costs,
- 28:32you can reduce the impact that they're having on the air and on the water and
- 28:37the land.
- 28:37So that company started from nothing and has built up a product that is now
- 28:43in use around the world in many different countries.
- 28:46They have thousands of farms,
- 28:48many thousands of farms,
- 28:49probably over 10,000 now,
- 28:51and I think over 25 to 30 million animals under management.
- 28:56So a lot of animals are being tracked and managed and their carbon usage reduced
- 29:03but more importantly all that data is providing us with input into our own models
- 29:08to figure out how to even be more effective.
- 29:10And this is something where we now have consortiums,
- 29:14as you might expect,
- 29:15the largest companies in the world, Nestlé,
- 29:17who does pet food,
- 29:19McDonald's,
- 29:20who does burgers, RBI,
- 29:21who does Burger King,
- 29:23all those people are now working with us,
- 29:25with this company,
- 29:27in an attempt to actually reduce carbon usage through carbon insetting
- 29:31within their corporate hierarchies and within the supply chain.
- 29:34So it's a really exciting thing to see because it took many years to get
- 29:39to this point,
- 29:40but we are seeing successful use of AI and data to reduce carbon impacts.
- 29:45So you you've experienced patient money and people who have worked for a decade
- 29:50or two decades and have finally had market success.
- 29:54SPEAKER_0: Why is that possible?
- 29:57SPEAKER_0: To persist that long and end up eventually get there?
- 30:01SPEAKER_0: Where's the difference?
- 30:04SPEAKER_3: It's interesting.
- 30:05SPEAKER_3: I don't know that there's one answer to that, but I can tell you some contributing factors.
- 30:10One of them is you have to have people who are committed to the solution
- 30:16and building a successful business,
- 30:18but also really respect each other, have a lot of integrity and work well together.
- 30:22SPEAKER_3: That's not the answer, but it's table stakes.
- 30:25Because you can't work together for a very long time and make all the changes
- 30:29and stay with something if you don't have that.
- 30:31SPEAKER_3: And I know we had that at General Magic, but it takes more than that.
- 30:35SPEAKER_3: The second thing is you need to have the right kind of investors.
- 30:39SPEAKER_3: I was telling you about the cattle company.
- 30:42They had investors that were very very,
- 30:44very patient that understood that they were entering into
- 30:48a very long-term relationship that would be decades.
- 30:51SPEAKER_3: That was their expectation.
- 30:53They weren't expecting a quick win,
- 30:55they weren't expecting a unicorn company,
- 30:58and they weren't expecting dramatic growth.
- 31:00So if you have those kinds of investors,
- 31:03then your board meetings are a lot different than some of the ones
- 31:06that we've experienced in other places.
- 31:08SPEAKER_3: Because they're not expecting every quarter to be big jumps and growth and things.
- 31:12SPEAKER_3: They want to see a slow, steady improvement in the company and its traction.
- 31:19I think another thing is a willingness to change and pivot when you need to
- 31:24and doing that at the right time.
- 31:25SPEAKER_3: In retrospect it's easy to do, but at the moment it's hard.
- 31:30And that's something that I've seen work with some of the companies
- 31:32that I've been working with for 10 years now.
- 31:35SPEAKER_3: So it's definitely a combination of multiple things.
- 31:40I believe there is room to create value,
- 31:42to create something that's not high growth,
- 31:45but instead provide solid continuous value to people.
- 31:49And so when I see these businesses,
- 31:52I frequently tell them don't necessarily go after venture capital.
- 31:56Think about if you're trying to do something that's good,
- 31:59find the right types of investors for your company.
- 32:02SPEAKER_3: I'm I was just talking to a company.
- 32:04They have a breakthrough technology for detecting forest fire ignition
- 32:09before it can even be seen visually.
- 32:12SPEAKER_3: And it's great.
- 32:13SPEAKER_3: I think it's fantastic and they're deploying it now and testing it out.
- 32:17But he was asking me about financing and,
- 32:20going to get around for VCs and I'm like,
- 32:22no, this is really not what you want to do.
- 32:24You don't have high costs,
- 32:26capitalization costs that you need to pay up front and you don't need huge numbers
- 32:31of people.
- 32:32Let's try to fund this ourselves or find small angels or even loans
- 32:38that you can pay back because your deployments will actually generate some revenue
- 32:42and you can fund it.
- 32:43So it is important,
- 32:44to have the right kind of investors or to match your investors
- 32:47with what you're trying to do.
- 32:48SPEAKER_3: If you're trying to build a unicorn, by God, go for it and jump in and get VCs and go.
- 32:53And that's great because you're aligned with their expectations But that's not true
- 32:57for everything.
- 32:58SPEAKER_3: I have another guy who's using AI in a super amazingly cool way.
- 33:03There are fish farms everywhere right now in Norway,
- 33:06in particular with salmon and stuff and Hawaii and stuff.
- 33:09SPEAKER_3: They have challenges with the fish growing.
- 33:12SPEAKER_3: They don't know how fast they're growing and whether they're healthy.
- 33:14SPEAKER_3: They need to know that they're healthy.
- 33:16And right now there's no way to do it other than stick cameras down there
- 33:19and go look and or go catch some fish and try to figure it out.
- 33:23SPEAKER_3: It's very, very manual and not very good.
- 33:25So what he did is he used 3D technology from Hollywood,
- 33:28because that's where he was originally involved and cameras to monitor the motion of
- 33:35the fish and come up with AI models to understand exactly what the fish's weight is,
- 33:41and then to be able to detect whether there are any mites or other problems on
- 33:46the fish that indicate illness.
- 33:48And so by putting these in and automating them,
- 33:51it provides an instant report to the people managing the fish stock.
- 33:55So they know exactly which fish are doing well
- 33:58whether they should be feeding their fish more or less or the same,
- 34:02whether they need a treatment or not,
- 34:03And then they have these cool laser things that go zap the mites and make
- 34:07the fish healthy.
- 34:08SPEAKER_3: It's just incredible stuff.
- 34:10SPEAKER_3: And he's doing this all, almost by himself.
- 34:12It's remarkable how people are coming up with new ways to use technology plus AI
- 34:17to solve problems in the natural world.
- 34:20SPEAKER_1: I want to switch, Steve, to past and present.
- 34:24Are there a list of do's and don'ts that are in the back of your mind
- 34:29from your General Magic experience that you apply directly to
- 34:33the companies you're working with these days?
- 34:36SPEAKER_3: Well yeah, I I'm gonna start with the do's because don'ts are easy.
- 34:39The things that I learned from General Magic that I take with me,
- 34:42one of them is to really believe in what you're doing and to believe in it for good
- 34:46and valid reasons.
- 34:48SPEAKER_3: I think it just makes every day and every night that you're working on it a joy.
- 34:53SPEAKER_3: We just worked so hard and so intensely and we challenged each other.
- 34:58SPEAKER_3: We didn't know what we were doing, but we knew what we wanted to do.
- 35:01SPEAKER_3: And so we pushed really hard.
- 35:03SPEAKER_3: And sometimes we pushed in the wrong direction.
- 35:05SPEAKER_3: And we were working all the time.
- 35:07SPEAKER_3: We're working nights, we're working weekends, we were working anytime we were awake.
- 35:10SPEAKER_3: Sometimes when I was sleeping, I would come up with ideas and wake up.
- 35:13SPEAKER_3: And that was very exciting.
- 35:16SPEAKER_3: And it's a moment in time that worked so well.
- 35:19SPEAKER_3: And you can't duplicate it, but you can find times that rhyme with it.
- 35:25SPEAKER_3: And I find it now with my companies.
- 35:27I get so excited when they have a breakthrough and they get things working,
- 35:32or they get a customer who really loves what they're doing,
- 35:35or they sign a contract and stuff like that.
- 35:37And when I see...
- 35:39Know sometimes I'll facilitate meetings,
- 35:41I'll facilitate strategy sessions and stuff,
- 35:44and I'll be,
- 35:45gently directing, and then all of a sudden you start to see the energy, right?
- 35:50That one person talks to another person and they just get locked in and
- 35:54then they start going,
- 35:55and then other people join in,
- 35:57and it just makes me feel so good because it's just like General Magic.
- 36:00So that's what I look for in companies is I look for people who are doing things
- 36:05that are that they really believe for the right reasons.
- 36:08SPEAKER_3: So that's one thing that I got out of General Magic.
- 36:11SPEAKER_3: And the second thing is you can't prejudge people.
- 36:14SPEAKER_3: You can try and people do.
- 36:16SPEAKER_3: But you need to get in a room with somebody and work with them.
- 36:20SPEAKER_3: And then you understand what they're all about.
- 36:22You look at them,
- 36:24you listen to them,
- 36:25you interview them,
- 36:27whatever,
- 36:27you can come to some understanding,
- 36:29but you don't really know a person until you're faced with a real challenge,
- 36:34a hard problem, and you both know that you've got to solve it somehow.
- 36:38SPEAKER_3: And then you see what that person's made of and you see how they behave.
- 36:42So I think that General Magic gave me this perspective where I really expect
- 36:49the best of people and I give them room to go do that.
- 36:54SPEAKER_3: And if they can't, okay, fine, they can't.
- 36:56SPEAKER_3: But I still expect them to.
- 36:59SPEAKER_3: And a lot of times they rise to that occasion.
- 37:03And so you give people that room and you give them the grace and you give them
- 37:08the tools and the resources and give them the support.
- 37:10SPEAKER_3: And then after that, then you can judge them.
- 37:13SPEAKER_3: But give them the chance.
- 37:15I saw people do amazing stuff at General Magic,
- 37:18stuff that you can't possibly imagine that they were really capable of doing.
- 37:22SPEAKER_3: And so that's another thing that I learned from it.
- 37:25And then another thing I learned is that you can take on too much,
- 37:29and so it is really important to say no to things.
- 37:32SPEAKER_3: And so I tell my companies this all the time.
- 37:35SPEAKER_3: You need to figure out what you're saying no to.
- 37:37SPEAKER_3: If you say yes to this and this, then you got to say no to some other stuff.
- 37:41Because if you aren't able to focus,
- 37:44then that tells me that you don't have a clear understanding of what you're trying
- 37:47to achieve.
- 37:48Because if you're trying to achieve something,
- 37:50you you've got to be able to say this fits and this doesn't.
- 37:54SPEAKER_3: Where are those boundaries?
- 37:56SPEAKER_3: And that's really hard to do, especially with a small company, but you have to do it.
- 37:59SPEAKER_3: And you do it.
- 38:01SPEAKER_3: Maybe you're wrong.
- 38:02SPEAKER_3: That's possible.
- 38:03SPEAKER_3: That's why the word pivot exists, right?
- 38:05SPEAKER_3: You go, okay, that was wrong.
- 38:07SPEAKER_3: Let's switch.
- 38:09I think I already knew this coming into General Magic,
- 38:12but it really drove it home for me you really do have to have people who are looking
- 38:17at the horizon.
- 38:19And keeping track of where you are and where you need to be,
- 38:22and then effectively communicating that to everyone in the company so
- 38:27that everyone else makes decisions consistent with where you are and where you need
- 38:32to be.
- 38:32SPEAKER_3: When you manage, you don't tell people what to do.
- 38:35But what you need to do is give them a clear path to where you need to go and
- 38:40where they need to go.
- 38:41SPEAKER_3: And let them use their smarts and their resources and stuff to figure out how to get there.
- 38:46SPEAKER_3: But make sure that they're on the right path.
- 38:48SPEAKER_3: And that's something which, I would argue General Magic did not do a good job of.
- 38:54SPEAKER_3: And I try to do that with each of my companies.
- 38:57Another way I phrase it is when I'm talking to a CEO or I'm talking to
- 39:00a senior executive, I say,
- 39:03each person in this company has a unique value,
- 39:05a unique role to play in the company.
- 39:08Your unique role as an executive is you've got to see the big picture and you have
- 39:14to translate it effectively so that the people below you understand it
- 39:17and understand how to make decisions consistent with it.
- 39:20SPEAKER_3: That's your role.
- 39:21SPEAKER_3: And if you're not doing that, you're not doing your job.
- 39:24SPEAKER_3: So that's another thing that I think General Magic drove home the point on.
- 39:29What do you think around AI and also around the types of companies with
- 39:34which you're involved, people aren't thinking about that they oughta be.
- 39:39One of the critiques of General Magic is that we didn't think
- 39:43about surveillance capitalism
- 39:45or how digital communications could actually drive political divisions you could
- 39:51hide behind your keyboard and whatnot.
- 39:53SPEAKER_1: Are there things that particularly concern you that you think are not getting scrutiny?
- 39:59SPEAKER_3: Yeah.
- 39:59So let me just say a couple of things about the criticisms about General Magic,
- 40:03and then I'll answer your question on AI.
- 40:05SPEAKER_3: I think those criticisms, sure, you can make them and they're true.
- 40:08SPEAKER_3: They weren't on our radar.
- 40:10But I believe that if we had succeeded in getting our products and services out into
- 40:15the market,
- 40:16I think we had tools and resources that could have been used to address some
- 40:21of those concerns.
- 40:22SPEAKER_3: Now, there's nothing that can stop people from using technology for evil.
- 40:27You can create nuclear fission and you can say you can power a power plant,
- 40:31but you can also build a bomb and you can't stop that.
- 40:34SPEAKER_3: So some of that is going to happen no matter what.
- 40:38And I guess the one other comment I would add is that at General Magic,
- 40:42we tried to do so much inventing of so many things that didn't exist yet
- 40:48and I just don't think it's possible to see everything in the future.
- 40:53It was remarkable that we even saw the personal digital assistant merging with
- 41:00the phone,
- 41:01merging with a wireless network,
- 41:04merging with an internet, and providing universal communications capabilities.
- 41:10SPEAKER_3: People today have no idea, but that concept is so far ahead of its time that it's mind-boggling.
- 41:18So on AI in particular,
- 41:23the biggest problem I have with it is my concerns about confidentiality and privacy.
- 41:28Right now China is a really interesting country in the sense that it has
- 41:35a multi-thousand year history, a massive timeline of civilization and invention.
- 41:43SPEAKER_3: It's a very proud people.
- 41:46And they have taken a country that was truly impoverished and backwards and
- 41:52in just very short number of years turned it into an economic powerhouse.
- 41:59SPEAKER_3: They had horrible pollution problems.
- 42:02SPEAKER_3: They've wiped that out in large part.
- 42:05SPEAKER_3: They've generated a massive amount of power to power their country and stuff like that.
- 42:09SPEAKER_3: It's an amazing success story at that level.
- 42:13SPEAKER_3: And they've done it by wiping out personal freedom, privacy.
- 42:19SPEAKER_3: And basically creating a powerful dictatorship.
- 42:23SPEAKER_3: And I have to tell you it's a really interesting problem.
- 42:26SPEAKER_3: You can say it's bad, but you can also say, wow, it's created an amazing economic opportunity.
- 42:31SPEAKER_3: I know so many people, right?
- 42:32SPEAKER_3: I had employees in China and I saw this firsthand.
- 42:36SPEAKER_3: The amazing increase in quality of life.
- 42:41SPEAKER_3: In terms of treatment of people and so forth, just it's an amazing breakthrough.
- 42:46And I talk to my friends and colleagues who I mentor in India right now,
- 42:51and they look at China and they go, hey,
- 42:53they're the same size as us,
- 42:54same number of people, they've fixed all these problems that we still have.
- 42:59SPEAKER_3: Maybe their system isn't so bad.
- 43:01So it's before you slam China and say how horrible they are,
- 43:05which I'm about to do, you have to say, well, wait a minute, there is value to that.
- 43:11But then having said that,
- 43:12they've done it by completely destroying personal freedom and liberty and privacy.
- 43:17SPEAKER_3: And I am very concerned about that because in a sense it's worse because they were successful.
- 43:24SPEAKER_3: They are successful in creating a working country that is top tier.
- 43:30I think it's very scary when people can't speak their minds
- 43:34and can't do what they want and go where they want to and that sort of thing.
- 43:37SPEAKER_3: But that's what's happening there.
- 43:39SPEAKER_3: And so I think AI is front and center in that.
- 43:42SPEAKER_3: China could not have done what they did without AI, and they're using it very, very effectively.
- 43:48SPEAKER_3: And we'll see what happens.
- 43:51And so the other problem with AI,
- 43:54of course,
- 43:54is the same problem that we have with all other technology,
- 43:57including, social media or nuclear power.
- 44:02It's that we advance technology and then We advance it faster than our culture
- 44:08and our philosophy can handle it.
- 44:10Things used to move very slowly and people could write philosophical treaties
- 44:14on this, that, and the other thing.
- 44:16SPEAKER_3: And then we could all discuss it in a community and think about what we think.
- 44:21SPEAKER_3: That doesn't happen anymore.
- 44:22SPEAKER_3: People don't write, people don't read, and people are, off doing whatever they're doing.
- 44:26SPEAKER_3: So I think AI is it's an accelerant.
- 44:29SPEAKER_3: It makes things happen much faster.
- 44:32SPEAKER_3: And people are really struggling to adapt to it.
- 44:36And so what I am concerned about is that it's going to yet again create a dichotomy
- 44:42or divergence within the society where there will be people such as me
- 44:47who have embraced the technology and are using it in all of its variant ways.
- 44:52And that enables me to do a whole bunch of stuff that a lot of people
- 44:55who either don't have the availability or accessibility or desire or whatever
- 45:02to use AI, they're not going to be able to do that.
- 45:05SPEAKER_3: And so it creates different classes of people.
- 45:08SPEAKER_3: And I think that's not good.
- 45:10SPEAKER_3: Now there are ways for people to use AI to help all of society.
- 45:16And I want people to do that,
- 45:17but I'm not foolish enough to think that everybody is going to do that.
- 45:21SPEAKER_3: So I don't know how that's all going to break out.
- 45:23SPEAKER_3: But I'm very concerned about it.
- 45:25SPEAKER_3: But at the same time, I know that I have the time and the ability to use it.
- 45:31SPEAKER_3: So I need to understand it as much as I possibly can.
- 45:35SPEAKER_3: I view it as good.
- 45:36Maybe other people don't think what I'm doing is good,
- 45:38but I'm gonna try to use it for good as much as I can and then try
- 45:42to help other people do that as well.
- 45:44SPEAKER_3: And I guess we'll see.
- 45:46But I think as with all things in humanity,
- 45:49There's gonna be good and there's gonna be bad and we're just gonna have to see
- 45:53where it shakes out.
- 45:55Well, one of the things I hear you articulating is,
- 45:57It's not about a specific action in terms of guarding against these dangers,
- 46:01It's an ongoing process, and it's being able to be responsive to what's unfolding.
- 46:06And your headlights shine down the road a little bit,
- 46:09but you also have a steering wheel and you need You need to use both.
- 46:14SPEAKER_3: My view now is very similar to my view at General Magic.
- 46:17SPEAKER_3: You can call it naive if you want, but at General Magic, we had a belief.
- 46:22SPEAKER_3: And this is why I joined General Magic.
- 46:25We had a belief that if we could just get everybody to talk to one another,
- 46:29then the world would be a better place.
- 46:31Let's create an internet,
- 46:32let's create devices that enable us to talk to people in other countries
- 46:35and other places.
- 46:36Let's translate things and let's make sure that everybody can communicate
- 46:40and things would be better.
- 46:42SPEAKER_3: It turns out it's not so simple.
- 46:44SPEAKER_3: I understand that, but I still believe it.
- 46:46SPEAKER_3: I still believe it, right?
- 46:47SPEAKER_3: I travel aggressively throughout the world.
- 46:50And when I go,
- 46:51and I go to,
- 46:52Uzbekistan or Eastern Turkey near Iran or wherever I've been recently and I talk
- 46:57to actual people are nice, people are good.
- 47:01People just want to live their lives,
- 47:03they want to raise their families,
- 47:05they want to have an opportunity to exist and have fun to some extent,
- 47:11but mostly to live.
- 47:12SPEAKER_3: And That's true.
- 47:14SPEAKER_3: It's true in Africa.
- 47:15SPEAKER_3: It's true in Australia.
- 47:16SPEAKER_3: It's true in Asia.
- 47:17SPEAKER_3: It's true everywhere.
- 47:18And so I really believe that pushing technology forward and trying to get people
- 47:25to be able to communicate with each other is a good thing.
- 47:29SPEAKER_3: It will not fix all the problems.
- 47:31SPEAKER_3: It will never make whatever small percentage of people are truly bad, they're bad, fine.
- 47:37But For the vast majority of people,
- 47:39they're good, they just want to live and they just want to do stuff.
- 47:42SPEAKER_3: I just got back from Turkey.
- 47:43And the ability to take my iPhone out and put it in that mode
- 47:48where you talk one language,
- 47:50they talk the other language,
- 47:51and it flips it so that my words are translated to their language on their side of
- 47:56the phone,
- 47:56and their language is translated to my words on my side of the phone is just
- 48:01a massive breakthrough.
- 48:02SPEAKER_3: Right.
- 48:03It enables us to have full conversations with just random people that you meet on
- 48:08the street or that are in a restaurant or whatever.
- 48:12SPEAKER_3: And this is great.
- 48:13This is good because when you re when you stop tribalizing and stop thinking
- 48:20about us versus them and we versus they,
- 48:23and you start realizing that people are really fundamentally the same in Botswana
- 48:30and Turkmenistan and, Israel and Palestine, all this other stuff, right?
- 48:35SPEAKER_3: Where I've spent a fair amount of time also working.
- 48:38SPEAKER_3: It breaks through a lot of the conflict.
- 48:40And what drives the conflict the most are bad leaders,
- 48:44who are a relatively small number of people.
- 48:46So there aren't a lot of good leaders,
- 48:48but When good leaders come out, they make a huge difference.
- 48:51It's complicated because you want to feel safe,
- 48:54You want to be able to get food, get housing, get education, get healthcare.
- 48:59SPEAKER_3: These things matter to people also.
- 49:01But fundamentally,
- 49:03if we can just make those things available to more people and get people
- 49:08to treat other people as humans and the same species as opposed to
- 49:13a different tribe, that's a good thing.
- 49:15SPEAKER_3: And I still want that to happen.
- 49:18And I see examples of technology,
- 49:21some of the some of which we started at General Magic,
- 49:23making that possible, so I'm optimistic.
- 49:27Now,
- 49:27I create that reality for myself because I work with all these people who are smart
- 49:32and energetic and creating good things that help fix problems and help make
- 49:37the world better or help make people's lives better.
- 49:40SPEAKER_3: But there are a lot of people out there like that, and I just think we need to support them.
- 49:45They're a force for good,
- 49:46they're a force for making lives better for a lot of people around the world.
- 49:51SPEAKER_3: And those people just need more airtime.
- 49:53SPEAKER_3: They need more airtime, they need more resources, they need more support.
- 49:57SPEAKER_3: I I'm optimistic because those people exist.
- 50:01SPEAKER_3: And they continue to exist no matter how negative and messed up things get.
- 50:06SPEAKER_3: So that's my perspective...
- 50:10SPEAKER_0: That's a great note to end on.
- 50:12SPEAKER_0: Thank you, Steve.
- 50:13SPEAKER_0: It was great to talk to you.
- 50:14SPEAKER_0: And to learn about what you're doing.
- 50:15SPEAKER_0: A lot of really good stuff.
- 50:19SPEAKER_2: Thank you for listening to General Magic and the Soul of Tech podcast.
- 50:22Tune into our Substack for more interviews and articles
- 50:26at spellboundproductions.substack.com.