Latest / INSPIRE STORY / #0102_ STORY INSPIRE: AI Whistleblower — Are AI Companies Hiding the Truth From Us? The Dark Reality Behind Artificial Intelligence
Transcript
- 0:00Speaker 1: So much of what's happening today in the AI industry
- 0:02Speaker 1: is extremely inhumane.
- 0:04Speaker 2: But this is me playing devil's advocate. And logically, it
- 0:07Speaker 2: could be the case that the civilization that accelerate their
- 0:09Speaker 2: research with AI is going to be the superior civilization.
- 0:13Speaker 3: No, it's not. This is a prediction that you're making, right?
- 0:15Speaker 2: Elon's making, Zuckerberg's making, Altman's making.
- 0:18Speaker 1: And do you know what the common feature of all
- 0:19Speaker 1: of them is? They profit enormously off of this myth.
- 0:22Speaker 3: You know, I have all these.
- 0:23Speaker 1: Internal documents showing that they're purposely trying to create that
- 0:26Speaker 1: feeling within the public so that they can extract.
- 0:29Speaker 3: And exploit and extract and exploit.
- 0:31Speaker 2: So what do we do about it?
- 0:32Speaker 3: We need to break up the empires of AI.
- 0:35Speaker 1: You know, I've been covering the tech industry for over
- 0:37Speaker 1: eight years, interviewed over 250 people, including former or current
- 0:41Speaker 1: OpenAI employees and executives. And I can tell you that
- 0:43Speaker 1: there are many parallels between the empires of AI and
- 0:46Speaker 1: the empires of old.
- 0:47Speaker 3: Right, like, they claimed the.
- 0:48Speaker 1: Intellectual property of artists, writers, and creators in the pursuit
- 0:51Speaker 1: of training these models. Second, they exploit an extraordinary amount
- 0:53Speaker 1: of labor, which breaks the career ladder. because someone gets
- 0:57Speaker 1: laid off and then they work to train the models
- 0:59Speaker 1: on the very job that they were just laid off in,
- 1:02Speaker 1: which will then perpetuate more layoffs if that model then
- 1:04Speaker 1: develops that skill. And when they talk about that there's
- 1:07Speaker 1: gonna be some new jobs created that we can't even imagine,
- 1:09Speaker 1: a lot of the jobs that are created are way worse.
- 1:12Speaker 3: Than the jobs that were there.
- 1:14Speaker 1: And then there's the environmental and public health crisis that
- 1:17Speaker 1: these companies have created and how they're able to also
- 1:20Speaker 1: spend hundreds of millions to try and kill every possible
- 1:23Speaker 1: piece of legislation that gets in their way and will
- 1:25Speaker 1: censor researchers that are inconvenient to the empire's agenda. But
- 1:29Speaker 1: what I'm saying is not that these technologies don't have utility.
- 1:33Speaker 1: It's that the production of these technologies right now is
- 1:36Speaker 1: exacting a lot of harm on people.
- 1:38Speaker 3: But we have research that shows that the very.
- 1:41Speaker 1: Same capabilities could be developed in a different way that
- 1:45Speaker 1: doesn't have all of these unintended consequences.
- 1:48Speaker 3: So let's talk about all of that.
- 1:53Speaker 2: This is super interesting to me. My team gave me
- 1:54Speaker 2: this report to show me how many of you that
- 1:56Speaker 2: watch this show subscribe. And some of you have told us,
- 1:58Speaker 2: according to this, that you are unsubscribed from the channel randomly.
- 2:02Speaker 2: So favor to ask all of you, please could you
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- 2:06Speaker 2: you are a regular viewer of the show and you
- 2:07Speaker 2: like what we do here. We're approaching quite a significant
- 2:09Speaker 2: landmark on this show in terms of a subscriber number.
- 2:12Speaker 2: So if there was one simple free thing that you
- 2:15Speaker 2: could do to help us, my team, everyone here, to
- 2:17Speaker 2: keep this show free, to keep it improving year over
- 2:20Speaker 2: year and week over week, it is just to hit
- 2:22Speaker 2: that subscribe button and to double check if you've hit it.
- 2:24Speaker 2: Only thing I'll ever ask of you, do we have
- 2:26Speaker 2: a deal? If you do it, I'll tell you what
- 2:27Speaker 2: I'll do. I'll make sure every single week, every single month,
- 2:31Speaker 2: we fight harder and harder and harder and harder to
- 2:33Speaker 2: bring you the guests and conversations that you want to hear.
- 2:35Speaker 2: I've stayed true to that promise since the very beginning
- 2:37Speaker 2: of the Diary of a CEO, and I will not
- 2:39Speaker 2: let you down. Please help us. Really appreciate it. Let's
- 2:42Speaker 2: get on with the show. Karen, how? You've written this
- 2:50Speaker 2: book in front of me here called Empire of AI,
- 2:52Speaker 2: Dreams and Nightmares in Sam Altman's OpenAI. I guess my
- 2:56Speaker 2: first question is, what is the research and the journey
- 2:59Speaker 2: you went on in order to write this book we're
- 3:02Speaker 2: going to talk about and the subjects within it today?
- 3:04Speaker 1: I took a strange route into journalism. I studied mechanical
- 3:07Speaker 1: engineering at MIT. And so when I graduated, I moved
- 3:11Speaker 1: to San Francisco. I joined a tech startup. I became
- 3:13Speaker 1: part of Silicon Valley. And I basically received an education
- 3:18Speaker 1: in what Silicon Valley is about because a few months
- 3:20Speaker 1: into joining a very mission-driven startup that was focused on
- 3:22Speaker 1: building technologies that would help facilitate the fight against climate change,
- 3:27Speaker 1: The board fired the CEO because the company was not profitable.
- 3:31Speaker 1: And this was, in hindsight, a very pivotal moment for
- 3:34Speaker 1: me because I thought if this hub is ultimately geared
- 3:39Speaker 1: towards building profitable technologies, and many of the problems in
- 3:43Speaker 1: the world that I think need solved are not profitable
- 3:46Speaker 1: problems like climate change, then what are we actually doing here?
- 3:52Speaker 1: How did we get to a point where innovation is
- 3:54Speaker 1: not actually necessarily working in the public benefit and sometimes
- 3:58Speaker 1: even undermining the public benefit in pursuit of profit. In
- 4:01Speaker 1: that moment, I had a bit of a crisis where
- 4:05Speaker 1: I thought, well, I just spent four years trying to
- 4:09Speaker 1: set myself up for this career that I now don't
- 4:11Speaker 1: think I am cut out for. And I thought, well,
- 4:17Speaker 1: I might as well just try something totally different. I've
- 4:19Speaker 1: always liked writing. And that's how, after two years, I
- 4:24Speaker 1: landed at a role at MIT Technology Review covering AI full-time.
- 4:28Speaker 1: And that gave me a space to then explore all
- 4:31Speaker 1: of these questions of Who gets to decide what technologies
- 4:34Speaker 1: we build? How does money and ideology also drive the
- 4:38Speaker 1: production of those technologies? And how do we ultimately make
- 4:41Speaker 1: sure that we actually reimagine the innovation ecosystem to work
- 4:46Speaker 1: for a broad base of people all around the world?
- 4:50Speaker 1: And so that is kind of how I then set
- 4:53Speaker 1: off on this journey. of ultimately writing a book. I
- 4:56Speaker 1: didn't realize that I was working towards writing a book,
- 4:59Speaker 1: but starting in 2018 when I took that job was
- 5:04Speaker 1: essentially the moment in which I began researching the story
- 5:07Speaker 1: that I document in it.
- 5:09Speaker 2: Very timely time to start working in artificial intelligence. For
- 5:12Speaker 2: anyone that doesn't know, this is pre-OpenAI ChatGPT launch moment
- 5:17Speaker 2: that shook the world. But in writing this book, you
- 5:20Speaker 2: interviewed a lot of people and went to a lot
- 5:22Speaker 2: of places. Can you give me a flavor of how
- 5:23Speaker 2: many people you've interviewed where it's taken you around the world,
- 5:26Speaker 2: et cetera?
- 5:27Speaker 1: I interviewed over 250 people, so over 300 interviews. Over
- 5:31Speaker 1: 90 of those people were former or current OpenAI employees
- 5:35Speaker 1: and executives. So the book covers the inside story of
- 5:39Speaker 1: OpenAI's first decade and how it ultimately got to where
- 5:42Speaker 1: it is today. But I didn't want to write a
- 5:45Speaker 1: corporate book. I felt very strongly that in order to
- 5:49Speaker 1: help people understand the impact of the AI industry, we
- 5:53Speaker 1: would also have to travel well beyond Silicon Valley. These
- 5:56Speaker 1: companies tell us that AI is going to benefit everyone
- 5:59Speaker 1: and that's their mission. But you really start to see
- 6:02Speaker 1: that rhetoric break down when you go to the places
- 6:06Speaker 1: that look nothing like Silicon Valley, that speak nothing like
- 6:09Speaker 1: Silicon Valley, and that have a history and culture that
- 6:12Speaker 1: are fundamentally different as well. And that's where you start
- 6:15Speaker 1: to really understand the true reality of how this industry
- 6:20Speaker 1: works is unfolding around us.
- 6:22Speaker 2: Karen, I often try and steer conversations, but in this situation,
- 6:26Speaker 2: I feel like it's probably my responsibility to follow. So
- 6:29Speaker 2: with that in mind, I'm going to ask you, where
- 6:31Speaker 2: does this journey begin and where should we be starting
- 6:34Speaker 2: if we're talking about the subjects of empire of AI,
- 6:37Speaker 2: AI generally, artificial intelligence? And also I'd say, one thing
- 6:40Speaker 2: I'm really keen to do in this conversation, which is
- 6:42Speaker 2: I often see in conversations is left out, is let's
- 6:45Speaker 2: assume that our viewers know nothing about AI.
- 6:48Speaker 3: Yeah.
- 6:49Speaker 2: So they don't know what scaling laws are or GPUs
- 6:51Speaker 2: or compute or whatever. And let's try and keep this
- 6:53Speaker 2: as simple as we possibly can in terms of language
- 6:56Speaker 2: or explain all the complicated language so that we can
- 6:59Speaker 2: bring as much people with us as we possibly can.
- 7:01Speaker 1: Yes.
- 7:02Speaker 2: Where should we start?
- 7:03Speaker 1: I think we should start with when AI started as
- 7:07Speaker 1: a field. So this was back in 1956. And there
- 7:12Speaker 1: were a group of scientists that gathered at Dartmouth University
- 7:14Speaker 1: to start a new discipline, a scientific discipline, to try
- 7:18Speaker 1: and chase an ambition. And specifically, an assistant professor at
- 7:22Speaker 1: Dartmouth University, John McCarthy, decided to name this discipline artificial intelligence.
- 7:28Speaker 1: This was not the first name that he tried. The
- 7:30Speaker 1: previous year, he tried to name it automata studies. And
- 7:34Speaker 1: the reason why some of his colleagues were concerned about
- 7:36Speaker 1: this name was because it pegged the idea of this
- 7:40Speaker 1: discipline to recreating human intelligence. And back then, as is
- 7:45Speaker 1: true today, we have no scientific consensus around what human
- 7:50Speaker 1: intelligence is. There's no definition from psychology, biology, neurology. And
- 7:55Speaker 1: in fact, every attempt in history to quantify and rank
- 8:00Speaker 1: human intelligence has been driven by nefarious motives. It's been
- 8:06Speaker 1: driven by a desire to prove scientifically that certain groups
- 8:10Speaker 1: of people are inferior to other groups of people. There
- 8:14Speaker 1: are no goalposts for this field, and there are no
- 8:18Speaker 1: goalposts for the industry when they say that they are
- 8:20Speaker 1: ultimately trying to recreate AI systems that would be as
- 8:24Speaker 1: smart as humans. How do we even define what that means?
- 8:28Speaker 1: And when are we going to get there if we
- 8:30Speaker 1: don't know how to define the destination. And what that
- 8:35Speaker 1: effectively means is that these companies can just use the
- 8:39Speaker 1: term artificial general intelligence, which is now the term to
- 8:42Speaker 1: refer to this ambitious goal to recreate human intelligence. They
- 8:47Speaker 1: can use it however they want to, and they can
- 8:50Speaker 1: define and redefine it based on what is convenient for them.
- 8:52Speaker 1: So in OpenAI's history, it has defined and redefined it
- 8:55Speaker 1: many times. When Sam Altman is talking with Congress, AGI
- 8:59Speaker 1: is a system that's going to cure cancer solve climate change,
- 9:03Speaker 1: cure poverty. When he's talking with consumers that he's trying
- 9:07Speaker 1: to sell his products to, it's the most amazing digital
- 9:10Speaker 1: assistant that you're ever going to have. When he was
- 9:14Speaker 1: talking with Microsoft, you know, in the deal that OpenAI
- 9:17Speaker 1: and Microsoft struck, where Microsoft invested in the company, it
- 9:21Speaker 1: was defined as a system that will generate $ 100 billion
- 9:23Speaker 1: of revenue. And on OpenAI's own website, they define it
- 9:28Speaker 1: as highly autonomous systems that outperform humans in most economically
- 9:33Speaker 1: valuable work. This is like not a coherent, vision of
- 9:38Speaker 1: one technology. These are very different definitions that are spoken
- 9:42Speaker 1: out loud to the audience that needs to be mobilized
- 9:45Speaker 1: to ward off regulation or get more consumer buy-in into
- 9:50Speaker 1: the industry's quest or to get more capital, more resources
- 9:55Speaker 1: for continuing on this journey with ambiguous definitions.
- 10:00Speaker 2: I mean, speaking about different definitions through time, in 2015,
- 10:04Speaker 2: in a blog post that Sam Altman wrote before OpenArea
- 10:07Speaker 2: was officially announced, he explicitly outlined the existential risk by saying,
- 10:12Speaker 2: development of superhuman machine intelligence is probably the greatest threat
- 10:16Speaker 2: to the continued existence of humanity. There are other threats
- 10:19Speaker 2: that I think are more certain to happen. For example,
- 10:22Speaker 2: an engineered virus. But AI is probably the most likely
- 10:26Speaker 2: way to destroy everything.
- 10:28Speaker 1: In general, when Altman is writing for the public or
- 10:32Speaker 1: speaking for the public, he does not just have the
- 10:34Speaker 1: public as the audience in mind. There are other people
- 10:38Speaker 1: that he is trying to motivate or mobilize when he
- 10:42Speaker 1: says these things. And in that particular moment, Altman was
- 10:46Speaker 1: trying to convince Elon Musk to join him on co-founding OpenAI.
- 10:51Speaker 1: And Musk, in particular, was spending all of his time
- 10:55Speaker 1: sounding the alarm on what he saw as a huge
- 10:59Speaker 1: existential threat that AI could pose. And so in that
- 11:02Speaker 1: blog post, if you look at the language that Altman
- 11:05Speaker 1: uses side by side with the language that Musk was
- 11:07Speaker 1: using at the time, it mirrors all the things that
- 11:11Speaker 1: Musk was saying.
- 11:11Speaker 2: It's identical. Ten years ago, Musk was going on podcasts, saying, tweeting, whatever,
- 11:16Speaker 2: that the greatest existential risk to humanity was AI.
- 11:19Speaker 3: Yeah.
- 11:20Speaker 1: And so, you know, like his parenthetical, there are other
- 11:23Speaker 1: things that might actually be more likely to happen, like
- 11:26Speaker 1: engineered viruses. It's because up until then, Altman had been
- 11:30Speaker 1: talking just about engineered viruses. And so now that he
- 11:35Speaker 1: needs to pivot to speak to an audience of one,
- 11:37Speaker 1: to Musk... he needs to kind of resolve the contradiction
- 11:41Speaker 1: between what he's now elevating as his new central fear
- 11:46Speaker 1: to be the same as Musk's new central fear with
- 11:48Speaker 1: what he had previously been saying. So that's why he's like,
- 11:51Speaker 1: I think this is now, even though before I said this.
- 11:55Speaker 2: And are you saying that Sam Altman manipulated Musk? Because
- 11:59Speaker 2: Elon did end up donating a huge amount of money
- 12:02Speaker 2: to OpenAI and co-founding it, I believe. with Sam Altman?
- 12:07Speaker 3: Elon Musk did end up co-founding it with Altman.
- 12:08Speaker 1: And certainly from Musk's perspective, he does feel manipulated because
- 12:13Speaker 1: he feels like Altman was engineering his language in a
- 12:20Speaker 1: way that would make Musk trust him as a partner
- 12:25Speaker 1: in this endeavor.
- 12:26Speaker 3: And of course, then Musk leaves.
- 12:29Speaker 1: And Through some of the documents that came out during
- 12:32Speaker 1: the lawsuit that Musk and Altman are engaged in now,
- 12:36Speaker 1: it has become clear that there was a degree to
- 12:39Speaker 1: which Musk was actually muscled out a little bit. And
- 12:43Speaker 1: so that's why he's left with this very intense personal
- 12:48Speaker 1: vendetta against Altman, saying that somehow Altman tricked him into
- 12:52Speaker 1: being part of this.
- 12:53Speaker 2: So in 2015, Sam Altman is writing these blog posts
- 12:57Speaker 2: saying this is one of the greatest existential threats. At
- 12:59Speaker 2: the same time, in 2015, Musk is doing some very
- 13:02Speaker 2: famous speeches at the time. At MIT, he said that
- 13:06Speaker 2: AI was the biggest existential threat and compared developing AI
- 13:09Speaker 2: to summoning the demon. And what you're saying here is
- 13:12Speaker 2: you're saying that Sam Altman was just mirroring the language
- 13:15Speaker 2: that Elon was using to get Elon involved in open AI.
- 13:18Speaker 2: And later it appears, and again, there's a legal case
- 13:21Speaker 2: taking place now, that Sam might have muscled Elon out
- 13:24Speaker 2: in some capacity. Yeah.
- 13:26Speaker 1: So we know from the lawsuit and the documents that
- 13:28Speaker 1: have come out in the lawsuit that Ilya Sutskever, who
- 13:32Speaker 1: was the chief scientist of OpenAI at the time, and
- 13:34Speaker 1: Greg Brockman, chief technology officer at the time, when they
- 13:38Speaker 1: were deciding whether or not to maintain OpenAI as a nonprofit,
- 13:43Speaker 1: because it was originally found as a nonprofit, they decided, okay,
- 13:45Speaker 1: we need to create a for-profit entity. But the question was,
- 13:48Speaker 1: who should be the CEO of this for-profit entity? Should
- 13:50Speaker 1: it be Musk or should it be Altman? Because they
- 13:52Speaker 1: were the two co-chairmen of the nonprofit. And in the emails,
- 13:57Speaker 1: it became clear that Ilya and Greg first chose Musk
- 14:02Speaker 1: to be the CEO. But through my reporting, I discovered
- 14:08Speaker 1: that Altman then appealed personally to Greg Brockman, who was
- 14:13Speaker 1: a friend of his that they'd known each other for
- 14:16Speaker 1: many years through the Silicon Valley scene, and said, don't
- 14:19Speaker 1: you think that it would be a little bit dangerous
- 14:22Speaker 1: to have Musk be the CEO of this company, this
- 14:26Speaker 1: new for-profit entity? Because, you know, he's a famous guy.
- 14:30Speaker 1: He has a lot of pressures in the world. He
- 14:32Speaker 1: could be threatened. He could act erratically. He could be unpredictable.
- 14:37Speaker 1: And do we really want a technology that could be
- 14:40Speaker 1: super powerful in the future to end up in the
- 14:43Speaker 1: hands of this man? And that convinced Greg. And Greg
- 14:48Speaker 1: then convinced Ilya, you know, I think there's a point here.
- 14:51Speaker 1: Do we really want to give this much power to Musk?
- 14:55Speaker 1: And that is why Musk then leaves because then they
- 14:59Speaker 1: start— the two switch their allegiances. They say, actually, we
- 15:02Speaker 1: want Altman to be the CEO. And then Musk is like,
- 15:04Speaker 1: if I'm not CEO, I'm out.
- 15:06Speaker 2: So it sounds like Sam, again, managed to persuade someone
- 15:09Speaker 2: to do something. I guess this begs the question, what
- 15:14Speaker 2: do you think of Sam Altman?
- 15:17Speaker 3: I think he's a very controversial figure.
- 15:19Speaker 2: You did an interesting pause. It's a pause where someone
- 15:23Speaker 2: tries to select their words.
- 15:26Speaker 1: Well, this is what's so interesting about... about those interviews
- 15:31Speaker 1: is people are extremely polarized on Altman. No one has
- 15:37Speaker 1: in-between feelings about him. Either they think he's the greatest
- 15:41Speaker 1: tech leader of this generation akin to the Steve Jobs
- 15:44Speaker 1: of the modern era, or they think that he's really
- 15:48Speaker 1: manipulative and an abuser and a liar. And what I
- 15:52Speaker 1: realized because I interviewed so many people is it really
- 15:56Speaker 1: comes down to what that person's vision of the future
- 16:00Speaker 1: is and what their goals are. So if you align
- 16:05Speaker 1: with Altman's vision of the future, you're going to think
- 16:07Speaker 1: he's the greatest asset ever to have on your side
- 16:10Speaker 1: because this man is really persuasive. He's incredible at telling stories.
- 16:14Speaker 1: He's incredible at mobilizing capital, at recruiting talent, at getting
- 16:18Speaker 1: all the inputs that you need. to then make that
- 16:20Speaker 1: future happen. But if you don't agree with his vision
- 16:24Speaker 1: of the future, then you begin to feel like you're
- 16:28Speaker 1: being manipulated by him to support his vision, even if
- 16:33Speaker 1: you fundamentally don't agree with it. And this is the
- 16:36Speaker 1: story especially of Dario Amede, CEO of Anthropic, who was
- 16:40Speaker 1: originally an executive at OpenAI.
- 16:43Speaker 2: So for people that don't know, Dario now runs Anthropic,
- 16:45Speaker 2: which is the maker of Claude. A lot of people
- 16:47Speaker 2: probably are more familiar with Claude. Yeah.
- 16:50Speaker 1: And it's one of the biggest competitors to OpenAI. And Amadei,
- 16:55Speaker 1: at the time when he was an executive at OpenAI,
- 16:59Speaker 1: he thought that Altman was on the same page with him.
- 17:04Speaker 1: And then over time began to feel that Altman was
- 17:07Speaker 1: actually on exactly the opposite page of him and felt
- 17:12Speaker 1: that Altman had used Amadei's intelligence, capabilities, skills, and to
- 17:19Speaker 1: build things and bring about a vision of the future
- 17:23Speaker 1: that he actually fundamentally didn't agree with. And so that's
- 17:26Speaker 1: why people end up with this bad taste in their mouths.
- 17:29Speaker 1: And so, you know, I've been covering the tech industry
- 17:32Speaker 1: for over eight years and covered many companies. I've covered Meta, Google, Microsoft,
- 17:37Speaker 1: in addition to OpenAI. And OpenAI and Altman, it's the
- 17:42Speaker 1: only figure that I've seen this degree of polarization with.
- 17:47Speaker 1: where people cannot decide whether he's the greatest.
- 17:52Speaker 2: Or the worst. You mentioned Dario there. And I found
- 17:56Speaker 2: it really, what I found really interesting is to look
- 17:58Speaker 2: at how people's quotes evolve over time with their incentives.
- 18:00Speaker 2: So I was looking at all of the, all of
- 18:02Speaker 2: the things they've said on the record on podcasts, in
- 18:05Speaker 2: their blog posts to see how it's evolved over time.
- 18:07Speaker 2: And Dario, who was the former VP of research, OpenAI,
- 18:11Speaker 2: and has now moved on to Anthropic, who are taking
- 18:13Speaker 2: a slightly different approach to developing AI. said back in
- 18:17Speaker 2: 2017 while he was still at OpenAI that, this is
- 18:20Speaker 2: a quote, I think at the extreme end is the
- 18:22Speaker 2: Nick Bostrom style of fear that an AGI could destroy humanity.
- 18:26Speaker 2: I can't see any reason in principle why that couldn't happen.
- 18:30Speaker 2: My chance that something goes really quite catastrophically wrong on
- 18:34Speaker 2: the scale of human civilization might be somewhere between 10%
- 18:38Speaker 2: and 25%. And also you mentioned Ilya, who was a
- 18:43Speaker 2: co-founder of OpenAI and then left OpenAI I guess the
- 18:46Speaker 2: first question I'd ask is why did Ilya leave?
- 18:48Speaker 3: That's a great question.
- 18:52Speaker 1: So he was instrumental in trying to get Sam Altman fired.
- 18:56Speaker 1: And he's another one of the people who over time
- 19:00Speaker 1: began to feel like he was being manipulated by Altman
- 19:03Speaker 1: towards contributing something that he didn't believe in.
- 19:06Speaker 3: How did you know? Because I interviewed a lot of people.
- 19:09Speaker 1: Ilya in particular had two pillars that he cared about deeply.
- 19:16Speaker 1: One is making sure we get to so-called AGI. And
- 19:21Speaker 1: the other is making sure that we get to it safely.
- 19:24Speaker 1: And he felt that Altman was actively undermining both things.
- 19:29Speaker 1: He felt that Altman was creating a very chaotic environment
- 19:32Speaker 1: within the company where he was pitting teams against each other,
- 19:36Speaker 1: where he was telling different things to different people.
- 19:39Speaker 2: Have you ever spoken to him?
- 19:40Speaker 3: I have.
- 19:41Speaker 1: So I interviewed him in 2019 for a profile that
- 19:45Speaker 1: I did of OpenAI for MIT Technology Review.
- 19:49Speaker 2: And back in 2019? 2019, he has a quote where
- 19:51Speaker 2: he says, the future is going to be good for
- 19:52Speaker 2: AIs regardless. It would be nice if it was also
- 19:54Speaker 2: good for humans as well. It's not that it's going
- 19:57Speaker 2: to actively hate humans or want to harm them, but
- 19:59Speaker 2: it's just going to be so powerful. And I think
- 20:01Speaker 2: a good analogy would be the way that humans treat animals.
- 20:04Speaker 2: It's not that we hate animals. I think humans love
- 20:06Speaker 2: animals and I have a lot of affection for them.
- 20:08Speaker 2: But when the time comes to build a highway between
- 20:11Speaker 2: two cities, we are not asking the animals for permission.
- 20:14Speaker 2: We just do it because it's important to us. And
- 20:16Speaker 2: I think by default, that's the kind of relationship that's
- 20:19Speaker 2: going to be between us and AI, which are truly
- 20:23Speaker 2: autonomous and operating on their own behalf. And that was
- 20:26Speaker 2: in 2019, the year that you interviewed him.
- 20:29Speaker 1: One of the things that I feel like we should
- 20:31Speaker 1: take a step back to examine is going back to
- 20:33Speaker 1: this idea of what even is artificial intelligence and what
- 20:36Speaker 1: do we mean by intelligence? And a huge part of
- 20:40Speaker 1: the views of the different people in the quotes that
- 20:42Speaker 1: you're reading derives from a specific belief that they each
- 20:46Speaker 1: have in this question of what is intelligence, what constitutes intelligence.
- 20:52Speaker 1: For Ilya, he has throughout his research career felt that
- 20:58Speaker 1: ultimately our brains are giant statistical models. This is not
- 21:03Speaker 1: something that, you know, we actually know, but this is
- 21:06Speaker 1: his own hypothesis. Also the hypothesis of his mentor, Jeffrey Hinton,
- 21:11Speaker 1: who also was on this podcast. This is why they
- 21:14Speaker 1: have such a strong conviction in the idea of building
- 21:17Speaker 1: AI systems that are statistical models and that this particular
- 21:21Speaker 1: approach is going to lead to intelligent systems as we
- 21:25Speaker 1: are intelligent. It's a hypothesis that they have. It's not
- 21:29Speaker 1: one that has been proven by science. And some people
- 21:33Speaker 1: vehemently disagree with them on this particular thing. But if
- 21:36Speaker 1: you step into their shoes and take on that hypothesis
- 21:40Speaker 1: and assume that it's true, that our brains are in
- 21:43Speaker 1: fact statistical engines, And that these systems that they're building
- 21:49Speaker 1: are also statistical engines that they're making bigger and bigger
- 21:52Speaker 1: and bigger until they become the size of the human brain.
- 21:55Speaker 1: That's why they say that making this comparison where the
- 22:00Speaker 1: system will become equal to human intelligence and then maybe
- 22:03Speaker 1: exceed human intelligence is relevant in their framework. And Ilya
- 22:09Speaker 1: gave a talk at one point at this conference. really
- 22:12Speaker 1: prominent AI research conference that happens every year called Neural
- 22:15Speaker 1: Information Processing Systems.
- 22:18Speaker 3: It's a mouthful. But he gave this keynote where.
- 22:21Speaker 1: He shows this chart of the size of brains and
- 22:26Speaker 1: the intelligence of a species. And it's roughly linear. The
- 22:31Speaker 1: bigger the size of the brain, the more intelligent the species.
- 22:34Speaker 1: And so for him, he thinks he's building a digital
- 22:38Speaker 1: brain because he thinks brains.
- 22:41Speaker 3: Are just statistical engines.
- 22:43Speaker 1: So from that logic, it's like, okay, if we then
- 22:45Speaker 1: build a bigger statistical engine than the human brain, then
- 22:50Speaker 1: based on this chart, it will be more intelligent and
- 22:54Speaker 1: then we will be subjected to the same treatment that
- 22:56Speaker 1: we've subjected animals to. But it's really important to understand
- 23:00Speaker 1: that these are scientific hypotheses of specific individuals within the
- 23:04Speaker 1: AI research community. And there's a lot, a lot of
- 23:08Speaker 1: debate about whether this is in fact the case. And
- 23:12Speaker 1: some of the biggest critics say it's very reductive to
- 23:15Speaker 1: think of our brains as simply just statistical engines.
- 23:18Speaker 2: Why does it matter to know the mechanism? Is it
- 23:24Speaker 2: not just important to know the outcome, which is that
- 23:27Speaker 2: it's going to be able to do make a video
- 23:29Speaker 2: for me or agents are going to be able to
- 23:31Speaker 2: do the work that I do. Does it really, really
- 23:33Speaker 2: matter for us to know the mechanism behind it?
- 23:36Speaker 3: Yes and no.
- 23:37Speaker 1: So it matters because these companies, they are driving their
- 23:43Speaker 1: future actions based on this hypothesis. So they have decided,
- 23:50Speaker 1: we think that this hypothesis is true. Like, we should
- 23:53Speaker 1: just continue building larger and larger statistical models in the
- 23:56Speaker 1: pursuit of artificial general intelligence. And that's then having global consequences. Like,
- 24:03Speaker 1: in order to continue doing that, they're hoovering up more
- 24:06Speaker 1: and more data. They're building more and more data centers.
- 24:09Speaker 1: They are exploiting more and more labor in order to
- 24:13Speaker 1: continue on this path. Here's a question that I think
- 24:17Speaker 1: is important to ask is, why are we trying to
- 24:20Speaker 1: build AI systems that are duplicative of humans? We're kind
- 24:23Speaker 1: of having this conversation right now where we've just taken
- 24:26Speaker 1: the premise of this industry as a good thing. Like,
- 24:31Speaker 1: they said that we should be building AGI, so we
- 24:33Speaker 1: say that we should be building AGI. But I would
- 24:35Speaker 1: like to ask, like, why are we doing that? Why
- 24:39Speaker 1: is it that we are building a technology that is
- 24:42Speaker 1: ultimately designed to replace and automate people away? That is
- 24:46Speaker 1: not the enterprise of technology. Like, we should be building technology.
- 24:52Speaker 1: And the purpose of technology throughout history has been to
- 24:55Speaker 1: improve human flourishing, not to replace people.
- 25:00Speaker 3: And so.
- 25:02Speaker 1: This is like a critical part of my critique of
- 25:05Speaker 1: these companies and these scientists that have just adopted this
- 25:09Speaker 1: goal and have relentlessly pursued it and have had enormous
- 25:12Speaker 1: capital and enormous resources to pursue it. Is this the
- 25:15Speaker 1: right goal? Like, why are we doing this? Why can't
- 25:19Speaker 1: we just build AI systems? that do things like accelerate
- 25:23Speaker 1: drug discovery and improve people's healthcare outcomes, which are systems
- 25:28Speaker 1: that have nothing to do with the statistical engines that
- 25:31Speaker 1: they're trying to build to duplicate the human brain.
- 25:33Speaker 2: So why are they doing it? I mean, you've interviewed
- 25:35Speaker 2: all these people. I think it's, what, 300 people in total?
- 25:38Speaker 2: 80 or 90 of them from OpenAI, the maker of ChatGBC.
- 25:42Speaker 2: Why do you think they're doing it?
- 25:45Speaker 1: I think it's because they're driven by an imperial agenda,
- 25:47Speaker 1: and that is why I call these companies empires of AI.
- 25:50Speaker 2: What do you mean by an imperial agenda? What does
- 25:52Speaker 2: that term mean?
- 25:53Speaker 1: Empire is the only metaphor that I've ever found to
- 25:58Speaker 1: fully encapsulate all of the dimensions of what these companies
- 26:01Speaker 1: do and the scale that they operate and what motivates
- 26:06Speaker 1: them to do what they do. And there are many
- 26:09Speaker 1: parallels that you see between what I call the empires
- 26:11Speaker 1: of AI and the empires of old. They lay claim
- 26:15Speaker 1: to resources that are not their own in the pursuit
- 26:17Speaker 1: of training these models. That's the data of individuals, the
- 26:20Speaker 1: intellectual property of artists, writers, and creators. They're land grabbing
- 26:24Speaker 1: in order to build these supercomputer facilities for training the
- 26:27Speaker 1: next generation models. Second, they exploit an extraordinary amount of labor.
- 26:31Speaker 1: They contract hundreds of thousands of workers all around the world,
- 26:35Speaker 1: including in the US, to ultimately make these technologies.
- 26:40Speaker 3: We can talk about that more.
- 26:42Speaker 1: And they also designed their tools to be labor automating
- 26:46Speaker 1: so that when the technologies are deployed, it also affects
- 26:50Speaker 1: labor rights because it erodes away labor rights. And this
- 26:53Speaker 1: is a political choice that they have. Third, they monopolize
- 26:58Speaker 1: knowledge production. So they project this idea that they're the
- 27:00Speaker 1: only ones that really understand how the technology works. And
- 27:03Speaker 1: so if the public doesn't like it, it's because they
- 27:05Speaker 1: don't actually know enough about this technology.
- 27:08Speaker 3: They do this to the public. They do this to policymakers.
- 27:11Speaker 1: And they've also captured the majority of the scientists that
- 27:14Speaker 1: are working on understanding the limitations and capabilities of AI.
- 27:17Speaker 2: You think they're gaslighting the public?
- 27:20Speaker 3: In a way. They are, yeah.
- 27:21Speaker 1: So if most of the climate scientists in the world
- 27:25Speaker 1: were bankrolled by fossil fuel companies, do you think we
- 27:28Speaker 1: would get an accurate picture of the climate crisis? No.
- 27:32Speaker 1: And in the same way, they employ and bankroll, the
- 27:36Speaker 1: AI industry, employs and bankrolls most of the AI researchers
- 27:39Speaker 1: in the world. So they set the agenda on AI
- 27:42Speaker 1: research in soft ways, simply by funneling money to their priorities.
- 27:47Speaker 1: so that only certain types of AI research are produced,
- 27:50Speaker 1: but they also will censor researchers when they do not
- 27:55Speaker 1: like what the researcher has found. And so I talk
- 27:58Speaker 1: about the case of Dr. Timnit Gebru in my book,
- 28:01Speaker 1: who was the ethical AI team co-lead at Google when
- 28:05Speaker 1: she was literally hired to critique the types of AI
- 28:09Speaker 1: systems that Google was building. She then co-wrote a critical
- 28:14Speaker 1: research paper that was showing how large language models specifically
- 28:18Speaker 1: were leading to certain types of harmful outcomes. And in
- 28:22Speaker 1: an attempt to try and stop this research from being published,
- 28:26Speaker 1: Google ended up firing Gebru and then fired her other co-lead,
- 28:31Speaker 1: Margaret Mitchell. And so they control and quash the research
- 28:39Speaker 1: that is inconvenient to the empire's agenda.
- 28:42Speaker 2: Did you have an example where this is happening to
- 28:44Speaker 2: journalists as well, that are asking questions of their team members?
- 28:49Speaker 2: I think I was watching a video of yours where
- 28:51Speaker 2: there was a young man that was saying he had
- 28:53Speaker 2: someone show up at his door, knocked on his door
- 28:55Speaker 2: and asked for information, emails, text messages, and this person
- 28:59Speaker 2: was from one of the big AI companies.
- 29:01Speaker 1: This was opening, I started subpoenaing some of its critics, yeah,
- 29:05Speaker 1: as part of a what appears to be a campaign
- 29:10Speaker 1: of intimidation, but also what appeared to be a campaign
- 29:13Speaker 1: of fishing for more information to figure out, to map
- 29:17Speaker 1: out the network of critics further. But this was a
- 29:20Speaker 1: man who runs a small watchdog nonprofit, and they had
- 29:26Speaker 1: been doing a lot of work during that time to
- 29:28Speaker 1: try and ask questions about OpenAI's attempt to convert from
- 29:33Speaker 1: a nonprofit to a for-profit. Ultimately, OpenAI was successful in
- 29:36Speaker 1: that conversion, but during the period where it was sort
- 29:40Speaker 1: of existential for OpenAI to complete this conversion, there were
- 29:44Speaker 1: a lot of civil society groups and watchdog groups like
- 29:47Speaker 1: Midas who were trying to prevent the process from happening
- 29:53Speaker 1: in the dead of night. They were trying to get
- 29:55Speaker 1: more transparency. They were trying to have more public debate
- 29:59Speaker 1: about this because it's unprecedented. And it was then that
- 30:04Speaker 1: there was a knock on his door and he was
- 30:06Speaker 1: served papers.
- 30:08Speaker 2: What did the papers say?
- 30:10Speaker 1: The papers asked him to reproduce every single piece of
- 30:13Speaker 1: communication that he had had that might have involved Musk.
- 30:17Speaker 1: So this was like the strange paranoia that opening I
- 30:19Speaker 1: had that Musk was somehow funding these people to block
- 30:23Speaker 1: the conversion. None of them were actually funded by Musk.
- 30:26Speaker 1: So in this particular case, the request he simply was
- 30:29Speaker 1: just answered, you know, I don't have any documents because
- 30:32Speaker 1: this doesn't exist.
- 30:33Speaker 2: So going back to this point of empires, you're saying
- 30:35Speaker 2: that one of the factors of an empire is a
- 30:37Speaker 2: land grab. And then the next one was.
- 30:40Speaker 3: Was labor exploitation.
- 30:42Speaker 2: Labor exploitation.
- 30:42Speaker 1: The third one, controlling knowledge production. And one of the
- 30:49Speaker 1: other ones that's really important to understand about the AI
- 30:52Speaker 1: empires in particular is empires always have this narrative that
- 30:59Speaker 1: they say to the public, like, we're the good empire.
- 31:02Speaker 1: And we need to be an empire in the first
- 31:04Speaker 1: place because there are also bad empires in the world.
- 31:07Speaker 1: And if you allow us to take all the resources
- 31:11Speaker 1: and use all of the labor, then we promise we
- 31:15Speaker 1: will bring you progress and modernity for everyone. We will
- 31:19Speaker 1: bring you to this utopic state akin to an AI heaven.
- 31:23Speaker 1: But if the evil empire does it first, we will
- 31:26Speaker 1: descend into a hell.
- 31:28Speaker 2: And the evil empire being in this case?
- 31:30Speaker 1: In this case, most often it's China. But actually in
- 31:34Speaker 1: the early days, OpenAI evoked Google.
- 31:36Speaker 3: As the evil empire.
- 31:38Speaker 1: So all of their decisions were about, we need to
- 31:40Speaker 1: do it first because otherwise Google, this evil corporation that's
- 31:44Speaker 1: driven by profit, us as a benevolent nonprofit, like this
- 31:49Speaker 1: is a critical contest of who wins.
- 31:54Speaker 2: Do you think the people building these AI companies believe
- 31:58Speaker 2: that the outcome is going to be all good now?
- 32:02Speaker 2: Do you think they think that it's going to be,
- 32:04Speaker 2: it's going to serve everyone. It's going to be the
- 32:05Speaker 2: age of abundance. Everything's going to go well. What do
- 32:08Speaker 2: you think they believe? So this is.
- 32:11Speaker 1: So funny is such a core part of the mythology
- 32:15Speaker 1: that they create around the industry includes the belief that
- 32:20Speaker 1: it could go very badly.
- 32:22Speaker 3: It goes hand in hand.
- 32:24Speaker 1: Like they need that part of the myth to in
- 32:27Speaker 1: order to then say, and that's why we need to
- 32:30Speaker 1: be in control of the technology, because that's the only
- 32:32Speaker 1: way that it's going to go really, really well. And
- 32:34Speaker 1: Altman has said publicly, you know, the worst case lights
- 32:38Speaker 1: out for everyone, but best case, we cure cancer, we
- 32:42Speaker 1: solve climate change, and there's abundance. And Dario Amadei, same
- 32:46Speaker 1: kind of rhetoric. He's like, worst case, catastrophic or existential
- 32:51Speaker 1: harm for humanity. Best case, mass human flourishing. So this
- 32:56Speaker 1: is like two sides of the same coin. Like they
- 32:58Speaker 1: have to use both of these narratives in order to
- 33:03Speaker 1: continue justifying an extremely anti-democratic approach to AI development where
- 33:09Speaker 1: there should not be broad participation in developing this technology.
- 33:12Speaker 1: They must be the ones controlling it at every step
- 33:15Speaker 1: of the way.
- 33:16Speaker 2: Sam Altman did a tweet saying, there are some books
- 33:19Speaker 2: coming out about OpenAI and me. We only participated in
- 33:22Speaker 2: two of them. One by... Kesh Hagee?
- 33:25Speaker 3: Keech Hagee.
- 33:26Speaker 2: Keech Hagee focused on me and one by Ashley Vance
- 33:29Speaker 2: on OpenAI. He went on to say, no book will
- 33:33Speaker 2: get everything right, especially when some people are so intent
- 33:36Speaker 2: on twisting things. But these two authors are trying to.
- 33:41Speaker 2: You quote retweeted that tweet from Sam Altman and you said,
- 33:45Speaker 2: the unnamed book Empire of AI is mine. Do you
- 33:51Speaker 2: believe that tweet from Sam Altman was in reference to
- 33:54Speaker 2: your book?
- 33:54Speaker 3: 100%. Because there's only three books coming out about him.
- 33:58Speaker 2: And he'd caught wind that your book was coming out?
- 34:00Speaker 1: He knew my book was coming out because I had
- 34:02Speaker 1: contacted OpenAI from the very beginning of my process and said,
- 34:05Speaker 1: I'm working on a book now. Will you participate in it?
- 34:08Speaker 1: And actually, initially, they said yes. So my history with OpenAI,
- 34:13Speaker 1: I profiled the company for MIT Technology Review. I embedded
- 34:16Speaker 1: within the office for three days in 2019. My profile
- 34:20Speaker 1: comes out in 2020.
- 34:20Speaker 3: The leadership are very unhappy.
- 34:25Speaker 1: And in my book, I actually quote an email that
- 34:27Speaker 1: I received that Sam Altman sent to the company about
- 34:31Speaker 1: my profile saying, yeah, this is not great. And from
- 34:37Speaker 1: then on, the company's stance to me was, we are
- 34:44Speaker 1: not going to participate in anything that you do. We
- 34:47Speaker 1: are not going to respond to anything, any of the
- 34:49Speaker 1: questions that you receive. And this was, you know, This
- 34:53Speaker 1: was things that they explicitly articulated.
- 34:55Speaker 3: It wasn't like me inferring.
- 34:57Speaker 1: So I had a colleague at MIT Technology Review that
- 35:01Speaker 1: also covered AI. And at one point, OpenAI sent him
- 35:04Speaker 1: this press release being like, we would love for you
- 35:06Speaker 1: to cover this story. And he was like, I'm really busy.
- 35:08Speaker 1: Will you send it to Karen? And they were like, oh, no.
- 35:12Speaker 1: We have a history.
- 35:13Speaker 3: You understand.
- 35:15Speaker 1: And so for three years, they refused to talk to me.
- 35:20Speaker 1: But then I ended up at the Wall Street Journal
- 35:23Speaker 1: where if they felt a bit compelled because it was
- 35:26Speaker 1: the journal to reopen the lines of communication. And so
- 35:31Speaker 1: I started having, you know, more dialogue with them. Every
- 35:35Speaker 1: time I wrote a piece, I would always send them,
- 35:37Speaker 1: here's my request for comment. I would always ask them, like,
- 35:39Speaker 1: will you sit for interviews? And we did get to
- 35:43Speaker 1: a more productive relationship. And then I embarked on the book.
- 35:46Speaker 1: So I left the journal to focus on the book
- 35:48Speaker 1: full time. And I told them right away, I'm working
- 35:52Speaker 1: on this book. I want to continue this productive conversation
- 35:56Speaker 1: where I make sure I reflect OpenAI's perspective in the book.
- 36:02Speaker 1: And so they were like, we can arrange interviews for you.
- 36:05Speaker 1: You can come back to the office. We'll set up
- 36:08Speaker 1: some conversations. And then as we were going back and
- 36:13Speaker 1: forth on this, the board fires Sam Altman. And that's
- 36:17Speaker 1: when things started going kind of south because the company
- 36:21Speaker 1: started becoming very sensitive to scrutiny. And so then they
- 36:25Speaker 1: started pushing, kicking the can down the road, down the road,
- 36:27Speaker 1: down the road.
- 36:28Speaker 3: And I kept saying, hey, when are we rescheduling this?
- 36:30Speaker 3: What's going on?
- 36:31Speaker 1: And then I get an email saying, we are not
- 36:34Speaker 1: going to participate at all. You are not coming to
- 36:36Speaker 1: the office. You're not doing interviews. And I had actually
- 36:39Speaker 1: already booked my tickets. So I was already going to
- 36:42Speaker 1: fly to San Francisco to have the interviews.
- 36:46Speaker 3: And so then.
- 36:48Speaker 1: I told them, I was like, that's fine. I will
- 36:51Speaker 1: still engage in the process where I'll give you extensive
- 36:54Speaker 1: requests for comment. As through my reporting, I'll keep you
- 36:58Speaker 1: updated on all the things that I'm finding so that
- 37:00Speaker 1: you can choose to still comment. I gave them 40
- 37:03Speaker 1: pages of requests for comment. And I gave them over
- 37:07Speaker 1: a month to respond to all of that. So this
- 37:10Speaker 1: was when the tweet came out, was we were doing
- 37:13Speaker 1: all this back and forth, trying to, and that's when
- 37:16Speaker 1: Altman came.
- 37:17Speaker 3: Tweeted this.
- 37:22Speaker 1: And they never responded to a single one of the,
- 37:24Speaker 1: one of the 40 pages.
- 37:25Speaker 2: Sam Watman does a lot of interviews.
- 37:27Speaker 1: Yeah.
- 37:28Speaker 2: You know, he's doing a lot of interviews all the time.
- 37:29Speaker 2: He's done every podcast. I've seen him on everything from
- 37:33Speaker 2: Tucker Carlson to, I think he's done Theo Von, Joe Rogan, um,
- 37:37Speaker 2: podcasts all over the world. I wonder why he won't
- 37:40Speaker 2: do mine.
- 37:45Speaker 3: Well, maybe. I don't know why.
- 37:47Speaker 2: I don't know. I think I'm fair with everyone. I
- 37:49Speaker 2: just ask questions I genuinely care about. I don't come
- 37:51Speaker 2: in with huge preconceptions or at least meet people for
- 37:54Speaker 2: the first time. But I've heard through the grapevine that
- 37:59Speaker 2: he doesn't want to do mine.
- 38:00Speaker 1: I mean, going back to what you were saying earlier
- 38:02Speaker 1: that with this, the way that OpenAI and these companies
- 38:07Speaker 1: control research, you asked, do they also do this with journalists?
- 38:12Speaker 3: I mean, yes, the answer is yes.
- 38:14Speaker 1: And apparently they also do it with anyone who has,
- 38:17Speaker 1: you know, a broad mass communications platform. It's not just
- 38:21Speaker 1: about the conversation that you're going to have with them.
- 38:24Speaker 1: It's about who you also choose to platform. And there's
- 38:29Speaker 1: this huge problem in technology journalism where companies know that
- 38:35Speaker 1: a really big carrot that they can give to technology
- 38:37Speaker 1: journalists is access.
- 38:39Speaker 2: Yeah, yeah, yeah.
- 38:40Speaker 3: And they will.
- 38:42Speaker 1: withholds that access at the drop of a hat if
- 38:45Speaker 1: they catch wind that you're speaking to someone that they
- 38:48Speaker 1: didn't want you to speak to.
- 38:49Speaker 2: This is so true, and I don't think the average
- 38:51Speaker 2: person really truly understands this.
- 38:53Speaker 3: Yeah.
- 38:54Speaker 2: So this kind of sounds like theory as you say it,
- 38:56Speaker 2: but I'm not going to name names here because I
- 38:59Speaker 2: don't think it's important. But there is a particular person
- 39:02Speaker 2: in AI whose team have basically dangled the carrot of
- 39:08Speaker 2: them coming here For like 18 months. And I'm like,
- 39:11Speaker 2: you don't have to dangle the carrot. I'm going to
- 39:13Speaker 2: speak to whoever I want to, regardless of the carrot
- 39:14Speaker 2: or not. And when this person comes, if they want
- 39:16Speaker 2: to come, I'll give them a fair shot. I'll ask
- 39:19Speaker 2: them all genuinely curious questions about what they're doing, their incentives.
- 39:23Speaker 2: I won't gotcha them. I don't have a history of
- 39:24Speaker 2: ever gotchering anybody. Even if I just like even if
- 39:27Speaker 2: i have a different of opinion i'll ask the question
- 39:29Speaker 2: yeah but they dangle carrots and they say well if
- 39:31Speaker 2: you know he's thinking about it let's think about a
- 39:34Speaker 2: date and what the what the strategy is and i
- 39:35Speaker 2: don't think they they think most people don't understand is
- 39:38Speaker 2: if we just dangle it for long enough then they
- 39:40Speaker 2: will um perform in the way that we want them
- 39:44Speaker 2: to do and they'll be they'll be pleasant about us,
- 39:48Speaker 2: they won't be critical, they won't give a voice.
- 39:51Speaker 3: They won't platform our critics.
- 39:52Speaker 2: Our critics. And I think a lot of their game
- 39:55Speaker 2: is just dangle the carrot forever. Yes, yeah. That's like
- 39:58Speaker 2: the optimal outcome is if we just dangle it, if
- 40:00Speaker 2: we just tell them, yeah, no, we're just trying to
- 40:01Speaker 2: look at the schedule. It just doesn't work. I think
- 40:04Speaker 2: in the modern world, you just have to go there
- 40:05Speaker 2: and give your opinion and allow the clash of ideas
- 40:08Speaker 2: in the public forum. Let the viewers decide for themselves
- 40:11Speaker 2: what they think.
- 40:12Speaker 1: Yeah, but this is such a huge part of their machinery,
- 40:16Speaker 1: is the way that they use these tactics to massage
- 40:21Speaker 1: the public image of these companies and make sure that
- 40:23Speaker 1: information that they don't want out, and even opinions that
- 40:26Speaker 1: they don't want out there, go out there. And so
- 40:29Speaker 1: this is, you know, I feel very lucky now that
- 40:35Speaker 1: opening eyes shut the door early on me.
- 40:37Speaker 3: Mm-hmm.
- 40:38Speaker 1: At the time, I didn't feel lucky. I felt like
- 40:40Speaker 1: I had screwed myself over. I was like, should I
- 40:42Speaker 1: have been nicer to them in the profile so that
- 40:45Speaker 1: I could maintain access? Which is a horrible question to
- 40:47Speaker 1: ask as a journalist, right? Like you're supposed to report
- 40:50Speaker 1: the truth and you're always supposed to report in the
- 40:53Speaker 1: interest of the public. Like that is the point of journalism.
- 40:57Speaker 1: And in that moment, I was like relatively junior in
- 41:00Speaker 1: my career. I was like, did I misunderstand what journalism
- 41:04Speaker 1: is about? Like, Should I have actually been playing.
- 41:08Speaker 3: The access game? But it was too late.
- 41:11Speaker 1: I had the door shut to me. And so I
- 41:13Speaker 1: had to build my career understanding that the front door
- 41:17Speaker 1: was never going to be open. And that actually really
- 41:20Speaker 1: strengthened my own ability to just tell.
- 41:26Speaker 3: It like it is.
- 41:27Speaker 1: Yeah. And just report what I see are the facts
- 41:30Speaker 1: being presented to me, irrespective of whether the company likes
- 41:33Speaker 1: it or not. And most often the company really does
- 41:36Speaker 1: not like it, but I can continue to do the work.
- 41:40Speaker 1: They don't need to open the front door for me.
- 41:41Speaker 1: I was still able to do more than 300 interviews.
- 41:45Speaker 2: So Sam Altman gets kicked off the OpenAI executive team.
- 41:55Speaker 2: Did you find out why that happened?
- 41:57Speaker 1: Yeah.
- 41:58Speaker 3: There's a scene-by-scene recounting.
- 42:02Speaker 2: From who?
- 42:03Speaker 1: I can't remember the exact number of sources, so I
- 42:05Speaker 1: don't want to misquote myself, but it was around six
- 42:08Speaker 1: or seven people that were directly involved or had spoken
- 42:11Speaker 1: to people directly involved in the decision-making process. So Ilya
- 42:18Speaker 1: Satskever is seeing these serious concerns about the way that
- 42:25Speaker 1: Altman's behavior is leading to bad research outcomes and poor
- 42:32Speaker 1: decision-making at the company. He then approaches a board member,
- 42:37Speaker 1: Helen Toner.
- 42:38Speaker 2: Ilya, for anyone that doesn't know, is the co-founder we
- 42:42Speaker 2: mentioned earlier, the co-founder of OpenAI we mentioned earlier. Yes.
- 42:46Speaker 1: And he kind of does a bit of a sounding
- 42:50Speaker 1: board thing to Helen just because Ilya's freaking out. He's like,
- 42:54Speaker 1: he's been like sitting on this, these, these concerns for
- 42:57Speaker 1: a while. And he's like, if I tell this to someone.
- 43:01Speaker 1: this could also be really bad for me if Altman
- 43:04Speaker 1: finds out. And so he asks for a meeting with Toner.
- 43:12Speaker 1: And in that first meeting, he's like, like he barely
- 43:16Speaker 1: says a thing. He's just like dancing around trying to
- 43:20Speaker 1: figure out, hey, is this someone that I can maybe
- 43:23Speaker 1: trust to divulge more information?
- 43:25Speaker 2: And Toner's role and responsibilities at OpenAI were She was.
- 43:29Speaker 3: A board member at the time.
- 43:30Speaker 2: Just a board member.
- 43:30Speaker 3: Yeah. And specifically an independent board member.
- 43:32Speaker 1: So Opening Eye, when it was a nonprofit, the board
- 43:36Speaker 1: was split between people who had a stake, financial stake
- 43:39Speaker 1: in the company, and then people who were fully independent.
- 43:41Speaker 1: And this was meant to be a structure that would
- 43:43Speaker 1: balance the decision-making to be in the benefit of the
- 43:47Speaker 1: public interest rather than to be in the benefit of
- 43:49Speaker 1: the for-profit entity that Opening Eye then created. And Ilya,
- 43:55Speaker 1: as a, non-independent board member was approaching Toner as an
- 44:00Speaker 1: independent board member to try and see whether or not
- 44:06Speaker 1: she was potentially seeing or hearing the same things that
- 44:09Speaker 1: he was about the effect that Altman was having on
- 44:12Speaker 1: the company.
- 44:12Speaker 3: This then sets off a series of conversations, first.
- 44:16Speaker 1: Between Ilya and Helen, and then between Amir Muradi and
- 44:22Speaker 1: some of the board members. So Amir Muradi was At
- 44:25Speaker 1: that point, the chief technology officer of OpenAI, where these
- 44:28Speaker 1: two senior leaders essentially through these conversations and through documentation
- 44:32Speaker 1: that they're pulling together, like email, Slack messages and so forth,
- 44:36Speaker 1: they convey to the independent board members, three independent board members,
- 44:40Speaker 1: we are very concerned about Altman's leadership. Like he is
- 44:46Speaker 1: creating too much instability at the company. And it is like,
- 44:52Speaker 1: he is the root of the problem. It's not, they
- 44:56Speaker 1: were trying to say to these independent board members, like
- 45:00Speaker 1: the problem will not be fixed unless Altman is removed
- 45:03Speaker 1: because of the way that he's pitting teams against each
- 45:07Speaker 1: other and creating this environment where people are unable to
- 45:10Speaker 1: trust each other anymore. And they're competing rather than collaborating
- 45:14Speaker 1: on what's supposed to be this really, really important technology.
- 45:17Speaker 2: When you say instability, That's quite a vague term. That
- 45:21Speaker 2: could mean lots of things. Instability could mean pushing people
- 45:24Speaker 2: hard to work harder. What do you mean by instability
- 45:28Speaker 2: in as specific terms as you can possibly say them?
- 45:31Speaker 1: When ChatGPT came out in the world, OpenAI was wholly unprepared.
- 45:36Speaker 1: They didn't think that they were launching a gangbusters product.
- 45:41Speaker 1: They thought they were releasing a research preview that would
- 45:45Speaker 1: help them get the data flywheel going, collect a bunch
- 45:48Speaker 1: of data from users. That would then inform what they
- 45:52Speaker 1: thought would be the gangbusters product, which was a chat
- 45:55Speaker 1: bot using GPT-4 and chat GPT was using GPT-3.5. And
- 45:58Speaker 1: because of that, there were servers crashing all the time.
- 46:08Speaker 1: because they had to scale their infrastructure faster.
- 46:11Speaker 3: Than any company in history. And there were all of
- 46:16Speaker 3: these outages.
- 46:17Speaker 1: They were trying to also hire faster than any company
- 46:19Speaker 1: in history to try and have more personnel there. And
- 46:22Speaker 1: they were then sometimes hiring people that they were like, actually,
- 46:25Speaker 1: we made a mistake. We shouldn't have hired you. So
- 46:27Speaker 1: they were firing people left and right. And people were
- 46:30Speaker 1: just disappearing off of Slack. And that's how their colleagues
- 46:33Speaker 1: would learn that they were no longer at the company anymore.
- 46:35Speaker 1: And so it was, yes, like many fast growing companies,
- 46:40Speaker 1: a very chaotic environment and a particularly chaotic environment because
- 46:44Speaker 1: it was extra fast.
- 46:47Speaker 3: Like they had to accelerate more than any other startup.
- 46:52Speaker 1: And on top of that, Miramarati and Ilyasetsk ever felt
- 46:57Speaker 1: that Altman was making it worse. Like he was not
- 47:00Speaker 1: actually effectively ameliorating the circumstances that of the chaos, he
- 47:04Speaker 1: was actually sowing more chaos, getting these teams to be
- 47:08Speaker 1: more divided. And this is where it's important to understand
- 47:13Speaker 1: that the executives and the independent board members, they're all
- 47:19Speaker 1: operating under this idea that they're building AGI and that
- 47:22Speaker 1: AGI could either be devastating or utopic to humanity. And
- 47:29Speaker 1: so it's not, yes, it's like any other company. And no,
- 47:33Speaker 1: it's not like any other company. You cannot have, like
- 47:36Speaker 1: in their view, you cannot have this degree of chaos
- 47:40Speaker 1: as the pressure cooker for creating a technology that they,
- 47:44Speaker 1: in their conception, could make or break the world. And
- 47:48Speaker 1: so that is basically what the independent board members also
- 47:52Speaker 1: begin to reflect on. They have these conversations amongst themselves
- 47:56Speaker 1: where they're like, well, based on what we're hearing about
- 48:00Speaker 1: Altman's behavior, like if this was an Instacart, would that
- 48:03Speaker 1: warrant firing him? And they concluded, maybe not, but this
- 48:08Speaker 1: is not Instacart. And that's why they were like, well, crap,
- 48:13Speaker 1: maybe this is actually, this does rise to the bar
- 48:17Speaker 1: where we should consider replacing him because we are ultimately
- 48:21Speaker 1: building a technology that we think could have transformative impacts,
- 48:27Speaker 1: either in the positive or negative direction.
- 48:29Speaker 3: And so that is what happens.
- 48:31Speaker 1: It's like these two executives and then the independent board
- 48:34Speaker 1: members also, they were hearing other feedback as well from
- 48:37Speaker 1: their connections within the company, with other people in the industry.
- 48:40Speaker 1: At one point, Adam D'Angelo, who is one of the
- 48:42Speaker 1: independent board members and the CEO of Quora, which is
- 48:46Speaker 1: a tech startup in the Valley, he is at a
- 48:50Speaker 1: party in San Francisco and he starts to hear some
- 48:53Speaker 1: of these rumors that There's something weird about the way
- 48:58Speaker 1: that OpenAI has structured its OpenAI startup fund, which was
- 49:03Speaker 1: this fund that the company had created to start investing
- 49:06Speaker 1: in other startups.
- 49:10Speaker 3: And he realizes they'd never really.
- 49:13Speaker 1: Seen documentation about how the startup fund had been set
- 49:15Speaker 1: up from Altman. And finally, they get the documents and
- 49:18Speaker 1: it turns out that OpenAI Startup Fund is not OpenAI's
- 49:21Speaker 1: startup fund. It's Altman's startup fund. And this was something
- 49:26Speaker 1: like one of several experiences that the independent board members
- 49:30Speaker 1: were also having where they're like, there's something not right
- 49:33Speaker 1: about the fact that there continuously are inconsistencies between the
- 49:40Speaker 1: way that Altman is portraying what is being done versus
- 49:44Speaker 1: what is actually being done. And so when these two
- 49:47Speaker 1: executives approach the board or the independent board members, then
- 49:51Speaker 1: they're like, okay, this lines up with also the experiences
- 49:55Speaker 1: that we've been having.
- 49:58Speaker 3: And at that point, they then.
- 50:00Speaker 1: Have this series of very intense discussions where they're meeting
- 50:04Speaker 1: almost every day talking about, should we actually really consider
- 50:09Speaker 1: removing Altman?
- 50:12Speaker 3: And in the end, they conclude, yes, we should.
- 50:16Speaker 1: And if we're going to do it, we need to
- 50:18Speaker 1: do it quickly because they were very concerned that the
- 50:21Speaker 1: moment that Altman found out his persuasive abilities would make
- 50:25Speaker 1: it impossible to do. And so they end up firing
- 50:30Speaker 1: Altman without telling anyone, you know, they don't talk to
- 50:34Speaker 1: any stakeholders to get them on the same page. Microsoft
- 50:37Speaker 1: gets a call right before they execute the action saying
- 50:41Speaker 1: we're going to fire Altman.
- 50:42Speaker 2: And Microsoft, for anyone that doesn't know, are a lead
- 50:44Speaker 2: investor in OpenAI at the time.
- 50:46Speaker 1: Yes. One of the only investors in OpenAI at the time.
- 50:52Speaker 1: And that is what then devolves the whole thing because
- 50:57Speaker 1: Every single person that is affected by this decision is
- 50:59Speaker 1: now extremely angry that they were not involved. And that
- 51:04Speaker 1: is what then creates this campaign to bring Altman back.
- 51:09Speaker 3: And then Altman is reinstalled as CEO days later.
- 51:13Speaker 2: This company that I've just invested in is growing like crazy.
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- 51:28Speaker 2: one button on my phone, and I can just speak
- 51:30Speaker 2: the email into existence. And it uses AI to clean
- 51:33Speaker 2: up what I was saying. And then when I'm done,
- 51:35Speaker 2: I just hit this one button here and the whole
- 51:37Speaker 2: email is written for me. And it's saving me so
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- 51:47Speaker 2: And also there's this really interesting thing they've just done.
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- 52:16Speaker 2: Dot AI slash Steven. It will be a game changer
- 52:18Speaker 2: for you. There's a phase a lot of companies hit
- 52:21Speaker 2: where they're no longer doing the most important thing, which
- 52:24Speaker 2: is selling, and they get really bogged down with admin.
- 52:26Speaker 2: And it's often something that creeps up slowly and you
- 52:29Speaker 2: don't really notice until it's happened. Slowly, momentum starts to
- 52:32Speaker 2: leak out. This happened to us and our sponsor, Pipedrive,
- 52:35Speaker 2: was a fix I came across 10 years ago. And
- 52:37Speaker 2: ever since, my teams across my different companies have continued
- 52:39Speaker 2: to use it. Pipedrive is a simple but powerful sales
- 52:42Speaker 2: CRM that gives you the visibility on any deals in
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- 52:53Speaker 2: you can get back to selling. Making that early decision
- 52:56Speaker 2: to switch to Pipedrive was a real game changer, and
- 52:58Speaker 2: it's kept the right things front of mind. My favorite
- 53:01Speaker 2: feature is Pipedrive's ability to sync your CRM with multiple
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- 53:14Speaker 2: I've said resonates, head over to pipedrive.com slash CEO, where
- 53:18Speaker 2: you can get a 30-day free trial, no credit card
- 53:22Speaker 2: or payment required. How does a CEO of a major
- 53:27Speaker 2: company get fired by the board? Because board members, there's
- 53:30Speaker 2: a quote in your book on page 357 where you
- 53:32Speaker 2: say about Ilya saying, I don't think Sam is the
- 53:34Speaker 2: guy who should have the finger on the button for AGI. Now,
- 53:38Speaker 2: I asked myself this question. You know, I work with
- 53:40Speaker 2: lots of people here. We have 150 people that work
- 53:42Speaker 2: in this business. And those people know me best. Yeah.
- 53:48Speaker 2: They see me on camera. They see me off camera.
- 53:50Speaker 2: So if they said that we don't think Stephen is
- 53:53Speaker 2: the right person to host the Diary of a CEO,
- 53:55Speaker 2: for example.
- 53:55Speaker 1: Yeah.
- 53:56Speaker 2: It would take a lot for them to say that.
- 53:58Speaker 3: Yeah.
- 53:58Speaker 2: They must have seen some shit off camera for them
- 54:01Speaker 2: to go, we don't think he's the right person to
- 54:03Speaker 2: be on camera.
- 54:04Speaker 1: Yeah.
- 54:04Speaker 2: Or for whatever reason. And in the case of AI,
- 54:06Speaker 2: which is much more consequential than a podcast that is,
- 54:08Speaker 2: you know, filmed in my old kitchen, it almost sends
- 54:12Speaker 2: a chill down one's body to think that the co-founder
- 54:14Speaker 2: of a business has gone to the board and said,
- 54:16Speaker 2: this isn't the guy to lead this consequential technology.
- 54:19Speaker 3: And it wasn't just Ilya. Miramarati then also said, I
- 54:21Speaker 3: don't think Altman is the right guy.
- 54:23Speaker 2: And then they both left later.
- 54:26Speaker 1: So then Altman comes back and lo and behold, Ilya
- 54:29Speaker 1: never comes back. So his concerns about the fact that
- 54:33Speaker 1: Altman finding out would be bad for him manifested. He
- 54:36Speaker 1: ended up not coming back and Miramarati then left shortly thereafter.
- 54:40Speaker 2: Quite a lot of these people leave, don't they? OpenAI.
- 54:44Speaker 3: They do.
- 54:45Speaker 1: So if you consider one of the origin stories of
- 54:52Speaker 1: OpenAI is this dinner that happened at the Rosewood Hotel restaurant.
- 54:57Speaker 1: which is a very swanky hotel right in the heart
- 55:00Speaker 1: of Silicon Valley that was one of Elon Musk's favorites
- 55:04Speaker 1: whenever he was coming up from LA to the Bay Area.
- 55:07Speaker 1: And there was this dinner that was there where Altman
- 55:10Speaker 1: was intending to recruit the OG team that would start OpenAI.
- 55:15Speaker 1: So he's kind of telling everyone, you might have a
- 55:19Speaker 1: chance to meet Musk because Musk is going to come
- 55:21Speaker 1: to this dinner. And he cold emails Ilya and says,
- 55:25Speaker 1: gets Ilya to then come, and Ilya specifically wants to
- 55:28Speaker 1: come because he wants to meet Musk. And he also
- 55:31Speaker 1: emails all these other people, including Greg Brockman, Dario Amadei.
- 55:35Speaker 2: These are all people that ended up working at OpenAI.
- 55:37Speaker 1: And they all, almost all of them, not every one
- 55:40Speaker 1: of them, but almost all of them end up working
- 55:44Speaker 1: at OpenAI.
- 55:45Speaker 2: And leaving.
- 55:46Speaker 1: Almost all of them end up leaving, specifically after they
- 55:50Speaker 1: clash with Altman.
- 55:52Speaker 2: And Ilya... he left and launched a company called Safe Superintelligence.
- 55:58Speaker 3: Yeah.
- 56:00Speaker 2: Which is, I mean, that's an indirect if I've ever
- 56:03Speaker 2: heard one.
- 56:03Speaker 3: Do you know what I mean? Do you know what
- 56:06Speaker 3: I mean?
- 56:06Speaker 2: If someone like co-founded this podcast with me and then
- 56:10Speaker 2: they left and started a podcast called Safe Podcasting, I'd
- 56:17Speaker 2: take that as a slight. I'd have people knocking on
- 56:20Speaker 2: their door and asking for their texts.
- 56:24Speaker 3: One of the things that is happening here is it.
- 56:30Speaker 1: Is not a coincidence that every single tech billionaire has
- 56:33Speaker 1: their own AI company. They want to create AI in
- 56:39Speaker 1: their own image. And that's why they keep not getting along.
- 56:45Speaker 1: And in fact, it's not just don't get along. They
- 56:48Speaker 1: end up hating each other after working together. And then
- 56:52Speaker 1: splinter off into... their own organizations. So after Musk leaves,
- 56:57Speaker 1: he starts XAI. After Darger leaves, he starts Anthropic. After
- 57:00Speaker 1: Ilia leaves, he starts Safe Superintelligence. After Mira leaves, she
- 57:05Speaker 1: starts Thinking Machines Lab. They want to have control over
- 57:13Speaker 1: their own vision of this technology.
- 57:16Speaker 3: And the best way that they have.
- 57:20Speaker 1: Derived from their experiences of trying to put their vision
- 57:26Speaker 1: into the arena is by creating a competitor and then
- 57:29Speaker 1: competing with OpenAI and with all the other companies out there.
- 57:33Speaker 2: Do you think some of these AICs realize that they
- 57:35Speaker 2: are quite literally summoning the demon, as Elon said, 10
- 57:37Speaker 2: years ago, but they don't really care because being the
- 57:42Speaker 2: person that summoned the demon makes you consequential and powerful
- 57:46Speaker 2: and historical, even if the outcome is potentially horrific, even
- 57:51Speaker 2: if there's like a 20% outcome of it being horrific.
- 57:53Speaker 2: I remember, I think it was Dario, he's the one
- 57:56Speaker 2: that said there's somewhere between a 10% and 25% chance
- 58:01Speaker 2: of things going catastrophically wrong on the scale of human civilization.
- 58:05Speaker 2: 25% is a one in four chance. If you put
- 58:12Speaker 2: bullets in a four chamber revolver and said, Stephen, The
- 58:16Speaker 2: upside is you could become a multi-gazillionaire and be remembered forever.
- 58:20Speaker 2: The downside is that there'd be a bullet in your head.
- 58:22Speaker 2: There is no chance that I would take that bet
- 58:26Speaker 2: with a 25% potential chance of things going catastrophically wrong.
- 58:31Speaker 1: So I have a very long answer to this because
- 58:36Speaker 1: do they know if they're summoning the demon? It really
- 58:38Speaker 1: depends on what we define as summoning the demon. And
- 58:41Speaker 1: in this particular case, to go back to what we
- 58:44Speaker 1: were saying before, There's a mythology that the AI industry
- 58:48Speaker 1: uses where summoning the demon is an integral part of
- 58:55Speaker 1: convincing everyone that therefore they can be the only ones
- 58:59Speaker 1: that are developing this technology.
- 59:01Speaker 2: I got it. So on one end, you've got to say,
- 59:03Speaker 2: if we don't, China will. And that's terrible. Yeah. But
- 59:07Speaker 2: if we let anyone else do it other than me,
- 59:08Speaker 2: then we're fucked as well.
- 59:10Speaker 3: Exactly.
- 59:11Speaker 2: So that means that I have to do it and
- 59:12Speaker 2: you have to give me money and support. Exactly.
- 59:14Speaker 1: So when they're saying these things, we should understand it
- 59:20Speaker 1: as not as like a genuine prediction based on what
- 59:22Speaker 1: they're seeing. Because first of all, we don't predict the future.
- 59:25Speaker 3: We make it.
- 59:27Speaker 1: We should understand this as an act of speech to
- 59:29Speaker 1: persuade other people into believing that they should cede more power,
- 59:35Speaker 1: more resources to these individuals. And so do they know
- 59:39Speaker 1: that they're summoning the demon? I mean, they are purposely
- 59:42Speaker 1: trying to create this feeling within the public that they are,
- 59:49Speaker 1: because it is a crucial part of their power.
- 59:53Speaker 3: But do they... If we were to define....
- 59:57Speaker 1: Just do they realize that the things that they're doing
- 1:00:00Speaker 1: are having already really harmful impacts all around the world
- 1:00:04Speaker 1: on vulnerable people, vulnerable communities, vulnerable countries? That's where I'm like,
- 1:00:10Speaker 1: maybe yes, maybe no. And they don't really care because
- 1:00:15Speaker 1: in the frame of mind, like I sometimes use the
- 1:00:19Speaker 1: analogy that the AI.
- 1:00:20Speaker 3: World is like Dune.
- 1:00:22Speaker 2: Dune, for anyone that doesn't know Dune.
- 1:00:24Speaker 3: Science fiction epic written by Frank Herbert. And it's set
- 1:00:27Speaker 3: in this intergalactic era where there are all these houses
- 1:00:31Speaker 3: and they're fighting each other for spice.
- 1:00:33Speaker 1: So it's a callback to colonialism and empire. And they
- 1:00:37Speaker 1: all are trying to control the spice. But one of
- 1:00:38Speaker 1: the features of this story is that there are these
- 1:00:42Speaker 1: myths that are seeded on the different planets about a
- 1:00:47Speaker 1: religious myth, basically, about the coming of the Messiah that
- 1:00:49Speaker 1: are used as ways to control the people. And Paul
- 1:00:53Speaker 1: Atreides says, When he arrives at the planet Arrakis with
- 1:00:59Speaker 1: the intention of trying to then fight against the Empire
- 1:01:03Speaker 1: and avenge his father's death, he steps into a myth
- 1:01:09Speaker 1: that has been seeded on this planet that says that
- 1:01:12Speaker 1: one day there will be a messiah that comes and
- 1:01:14Speaker 1: saves the planet. So he steps into the role of
- 1:01:17Speaker 1: the messiah and leans into this idea in order to
- 1:01:21Speaker 1: better control the people and rally them behind him as
- 1:01:25Speaker 1: a leader to help with this quest. He knows that
- 1:01:30Speaker 1: it's a myth in the beginning, but because he lives
- 1:01:33Speaker 1: and breathes and embodies it, it kind of starts to
- 1:01:37Speaker 1: blur in his mind whether this is really a myth
- 1:01:39Speaker 1: or whether he's really the Messiah. And this is what
- 1:01:43Speaker 1: I think happens in the AI world. On one hand,
- 1:01:48Speaker 1: there are all these executives that, actively engage in myth-making because,
- 1:01:54Speaker 1: you know, I have all these internal documents that I
- 1:01:56Speaker 1: write about in the book where they are very keenly
- 1:01:59Speaker 1: aware of how to bring the public along with them
- 1:02:03Speaker 1: by showing them dazzling demonstrations of the technology, by using,
- 1:02:09Speaker 1: crafting a mission that will sound really good and make
- 1:02:13Speaker 1: people give more leniency to their companies. So they know
- 1:02:19Speaker 1: they're doing the myth making. And also, I think many
- 1:02:22Speaker 1: of them lose themselves in the myth because they have
- 1:02:26Speaker 1: to live and breathe and embody it day in and
- 1:02:28Speaker 1: day out. And so when, you know, Dario says he
- 1:02:32Speaker 1: thinks that 10 to 25 percent of the future could
- 1:02:35Speaker 1: be catastrophic or whatever, the probability is 10 to 25 percent.
- 1:02:40Speaker 1: He is actively engaging in the myth-making, but also he's
- 1:02:43Speaker 1: losing himself in the myth. Like, I think if you
- 1:02:46Speaker 1: were to ask him, do you genuinely believe that? He
- 1:02:48Speaker 1: would be like, yes, I genuinely believe that. Because there's
- 1:02:51Speaker 1: been a blurring of when he's saying something just to
- 1:02:55Speaker 1: say something versus when he actually believes what he's required
- 1:03:02Speaker 1: to believe in order to then continue doing the things
- 1:03:07Speaker 1: that he's doing.
- 1:03:09Speaker 2: And this is the whole... psychology of cognitive dissonance right
- 1:03:12Speaker 2: where you the brain struggles to hold two conflicting world
- 1:03:15Speaker 2: views at the same time so it's an it's incentivized
- 1:03:18Speaker 2: or it endeavors to dismiss one so if you you
- 1:03:20Speaker 2: know if you wanted to be a healthy person but
- 1:03:22Speaker 2: also a smoker um and i pointed out smoking's bad
- 1:03:25Speaker 2: for you the first words out of your mouth are
- 1:03:26Speaker 2: going to be yes but yeah smoking helps me with
- 1:03:30Speaker 2: stress yeah yes but i only do it when and
- 1:03:33Speaker 2: i think i don't know i i kind of see
- 1:03:34Speaker 2: that at the moment because these companies have to raise
- 1:03:37Speaker 2: extortionate like huge amounts of money to fund their AI
- 1:03:41Speaker 2: research and they're building out all of these data centers.
- 1:03:44Speaker 2: So when they're out in the public, they're always fundraising.
- 1:03:47Speaker 2: All of these major companies are fundraising all the time
- 1:03:49Speaker 2: at the moment. So you can't be fundraising and saying,
- 1:03:51Speaker 2: I'm going to destroy your children's future. Potentially there's 25%
- 1:03:53Speaker 2: chance that your children aren't going to have a great life,
- 1:03:58Speaker 2: which might be the truth.
- 1:03:59Speaker 1: I mean, that is actually what they say. This is
- 1:04:01Speaker 1: what famously Dario Amede does.
- 1:04:03Speaker 2: He does that, but the others, Sam's not doing that
- 1:04:05Speaker 2: as much anymore.
- 1:04:06Speaker 4: Yes.
- 1:04:07Speaker 1: And it's because, you know, it goes back to like
- 1:04:11Speaker 1: each of them kind of distinguish themselves a little bit
- 1:04:13Speaker 1: as the brand that they need to project.
- 1:04:17Speaker 2: Do you think any of them are more, have a
- 1:04:20Speaker 2: stronger moral compass than others? Because I think Dario often
- 1:04:23Speaker 2: gets the credit for having more of a, you know,
- 1:04:25Speaker 2: more of a backbone and being more conscious of implications.
- 1:04:31Speaker 3: He does get a lot of credit for that.
- 1:04:33Speaker 2: He's from Claude and Anthropic for anyone that doesn't know.
- 1:04:37Speaker 1: I don't think, It truly matters, that question, the answer
- 1:04:42Speaker 1: to that question, because to me, even if you were
- 1:04:45Speaker 1: to swap all the CEOs for someone that people would
- 1:04:48Speaker 1: say is better at running these companies, it doesn't fix
- 1:04:53Speaker 1: the problem that I identify in the book, which is
- 1:04:56Speaker 1: that there is a system of power that has been
- 1:04:58Speaker 1: constructed where these companies and the people running these companies
- 1:05:02Speaker 1: get to make decisions that affect billions of people's lives
- 1:05:04Speaker 1: around the world. And those billions of people do not
- 1:05:07Speaker 1: get any say in how it goes.
- 1:05:10Speaker 2: Those people, they can go to the polls, right? So
- 1:05:14Speaker 2: if the public are sufficiently educated, they can go to
- 1:05:16Speaker 2: the polls and pick a leader that says they're going
- 1:05:19Speaker 2: to legislate or pass laws or try and pass laws. Yes.
- 1:05:23Speaker 1: But at the speed and pace at which these companies
- 1:05:26Speaker 1: operate and at the sheer scale and size, they're able
- 1:05:30Speaker 1: to also spend extraordinary amounts of money, hundreds of millions
- 1:05:33Speaker 1: in this upcoming midterms, to try and kill every possible
- 1:05:37Speaker 1: piece of legislation that gets in their way and craft
- 1:05:39Speaker 1: legislation that would codify their advantage. And so to me,
- 1:05:45Speaker 1: I think sometimes as a society, we obsess a little
- 1:05:47Speaker 1: bit with, are these leaders good or bad people? And
- 1:05:53Speaker 1: to me, the bigger question is, is the governance structure
- 1:05:57Speaker 1: that we've created a sound one that allows broad participation
- 1:06:02Speaker 1: or an anti-democratic one that has consolidated this decision-making power
- 1:06:06Speaker 1: in the hands of the few. Because no person is perfect.
- 1:06:10Speaker 1: I don't care who is on the top of these companies.
- 1:06:13Speaker 1: They're not going to have the ability to make decisions
- 1:06:17Speaker 1: on behalf of so many people around the world who
- 1:06:20Speaker 1: live and talk and have a culture and history that
- 1:06:25Speaker 1: are fundamentally different from them without things going wrong. And
- 1:06:29Speaker 1: so that is why throughout history, we've moved from empires
- 1:06:34Speaker 1: to democracy. It's because empire as a structure is inherently unsound.
- 1:06:41Speaker 1: It does not actually maximize the chances of most people
- 1:06:45Speaker 1: in the world being able to live dignified lives.
- 1:06:49Speaker 2: I'm going to try and take on that point of view.
- 1:06:51Speaker 2: So this is me playing devil's advocate. Okay. But Karen, if...
- 1:06:57Speaker 2: the US don't continue to accelerate their research with AI.
- 1:07:01Speaker 2: At some point, China's model is going to become so
- 1:07:05Speaker 2: smart and intelligent that we're basically going to have to
- 1:07:07Speaker 2: rent it off them. And we're going to be, you know,
- 1:07:09Speaker 2: they'll get the scientific discoveries. They'll discover the new era
- 1:07:12Speaker 2: of autonomous weapons. And we will be their backyard. And like, logically,
- 1:07:19Speaker 2: that argument does appear to be pretty true.
- 1:07:22Speaker 3: No, it's not.
- 1:07:23Speaker 2: If we scale up, if we just imagine any rate
- 1:07:25Speaker 2: of change with this intelligence, At some point, we're going
- 1:07:28Speaker 2: to come to a weapon that could theoretically disable all
- 1:07:33Speaker 2: of the United States' electricity, their weapons systems. It would
- 1:07:36Speaker 2: know exactly how to disable the United States from a
- 1:07:39Speaker 2: cyber perspective because it would be that smart. All you've
- 1:07:42Speaker 2: got to imagine is any rate of improvement over any
- 1:07:45Speaker 2: sort of a long period of time. So this is
- 1:07:49Speaker 2: a theory that might be true. And if it's true.
- 1:07:52Speaker 3: I mean, yeah, any theory might be true.
- 1:07:56Speaker 2: But, you know, again, going to this point of like,
- 1:07:58Speaker 2: even if it's a small percentage, it's worth paying attention
- 1:08:00Speaker 2: to on the other side of the foot. This is
- 1:08:02Speaker 2: a theory that people talk about. It could be the
- 1:08:05Speaker 2: case that the most intelligent civilization is going to be
- 1:08:09Speaker 2: the superior civilization. Logically, that's a pretty sound thing to.
- 1:08:13Speaker 1: Say, no?
- 1:08:14Speaker 3: So there's a lot of.
- 1:08:17Speaker 1: Fundamentals in this argument that would need to be true
- 1:08:20Speaker 1: in order for this to be a viable argument and
- 1:08:22Speaker 1: let's knock them down one by one. So the first
- 1:08:25Speaker 1: one is that these systems are intelligent and that just
- 1:08:31Speaker 1: scaling them is going to bring us more intelligence.
- 1:08:34Speaker 2: So far, so true.
- 1:08:35Speaker 1: No, it's actually not because First of all, again, we
- 1:08:40Speaker 1: don't actually know if these systems are, like, intelligence is not,
- 1:08:45Speaker 1: it's not like the right analogy, almost. It's sort of like,
- 1:08:50Speaker 1: it's like, is a calculator, a calculator can do math
- 1:08:52Speaker 1: problems faster than a human.
- 1:08:54Speaker 3: Does that make it intelligent?
- 1:08:56Speaker 2: It has a narrow intelligence because it's solving a narrow problem,
- 1:08:58Speaker 2: which is like one plus one equals two.
- 1:09:01Speaker 1: And these systems, they actually also are quite narrowly intelligent
- 1:09:05Speaker 1: in the sense that even though these companies say that
- 1:09:08Speaker 1: they're everything machines that can do anything for anyone... they
- 1:09:11Speaker 1: actually can only do some things for some people. This
- 1:09:13Speaker 1: is like the jagged frontier of these AI models. Some
- 1:09:17Speaker 1: of the capabilities are quite good. Other capabilities are not
- 1:09:19Speaker 1: that good. You know why that happens? It's because the
- 1:09:22Speaker 1: company can only focus on advancing certain types of capabilities.
- 1:09:25Speaker 1: It can't literally focus on advancing all types of capabilities.
- 1:09:29Speaker 1: They have to actually set their mind to advancing a
- 1:09:31Speaker 1: certain by gathering the data that is needed for that capability,
- 1:09:34Speaker 1: by getting a bunch of human contractors to annotate and
- 1:09:40Speaker 1: train the model to do that exact thing. And so
- 1:09:45Speaker 1: scaling these models is actually a perpendicular question to, are
- 1:09:51Speaker 1: we actually getting more cyber capabilities specifically and more military
- 1:09:57Speaker 1: capabilities specifically?
- 1:09:58Speaker 2: I would argue that most of the top people in
- 1:10:01Speaker 2: AI believe that the intelligence is gonna continue to scale
- 1:10:04Speaker 2: for some time. A lot of them do, like Geoffrey
- 1:10:06Speaker 2: Hinton does.
- 1:10:07Speaker 1: And again, it's back to his hypothesis about how human
- 1:10:11Speaker 1: intelligence works and what the appropriate model of the brain is.
- 1:10:15Speaker 1: His hypothesis throughout his career has been the brain is
- 1:10:19Speaker 1: a statistical engine. But that's his hypothesis, and that is
- 1:10:22Speaker 1: not universally agreed upon, especially among people that are not
- 1:10:26Speaker 1: in the AI world. When you talk with neuroscientists and psychologists,
- 1:10:29Speaker 1: people who actually study human intelligence in the human brain—
- 1:10:32Speaker 1: That is where you start to get a lot of
- 1:10:34Speaker 1: debate and disagreement about this particular view that Hinton has.
- 1:10:40Speaker 1: And so this is kind of like one.
- 1:10:43Speaker 3: Of the things.
- 1:10:44Speaker 1: It's like AI is already being used in the military
- 1:10:48Speaker 1: and has been used in the military for a long time.
- 1:10:51Speaker 1: But specifically accelerating large language models isn't just the only...
- 1:11:00Speaker 1: path for getting military capability, like the companies would have
- 1:11:02Speaker 1: to choose to specifically pick military capabilities to accelerate, not
- 1:11:08Speaker 1: just like general intelligence.
- 1:11:09Speaker 3: It's like, you know what I'm saying?
- 1:11:11Speaker 1: Like, They create this myth that they are actually pushing
- 1:11:15Speaker 1: the frontier of all of the capabilities of the model,
- 1:11:17Speaker 1: but that's not what's actually happening internally. And I have,
- 1:11:20Speaker 1: I had hundreds of pages of documents on like how
- 1:11:23Speaker 1: they were specifically training models. They pick what capabilities they
- 1:11:27Speaker 1: want to advance and you know how they pick them.
- 1:11:29Speaker 1: It's based on which industries would be able to pay
- 1:11:32Speaker 1: them the most money for their services. So they pick finance, law, medicine, healthcare, commerce,
- 1:11:41Speaker 1: It's not actually intelligent like a baby, where the more
- 1:11:47Speaker 1: that the baby grows up, they start having these general abilities.
- 1:11:52Speaker 2: I think I have jagged intelligence, obviously. I wasn't going
- 1:11:55Speaker 2: to say it, but... I think I know a little
- 1:11:59Speaker 2: bit about... No, I know a lot about a little bit.
- 1:12:02Speaker 1: Yeah, but you also have the capability to learn and
- 1:12:05Speaker 1: acquire knowledge by yourself. And you also have the ability
- 1:12:07Speaker 1: to choose what you're going to learn and acquire by yourself.
- 1:12:10Speaker 2: It's not easy, and it takes a lot more time
- 1:12:11Speaker 2: than these models, it seems. Less compute.
- 1:12:14Speaker 1: And you can learn how to drive in one place
- 1:12:16Speaker 1: and then immediately know how to drive in another place.
- 1:12:18Speaker 3: These models cannot do that. Every time a self-driving car
- 1:12:22Speaker 3: is shifted to another location, it has to completely retrain
- 1:12:26Speaker 3: on that location.
- 1:12:27Speaker 1: It's like all the self-driving cars. I mean, we're sitting
- 1:12:29Speaker 1: in Austin right now, and there's all these self-driving cars
- 1:12:31Speaker 1: that are driving through Austin.
- 1:12:34Speaker 2: But when one of them learns, they all learn.
- 1:12:37Speaker 1: Well, it's just because it's... an operating system that has
- 1:12:43Speaker 1: an AI model as part of it, and you're training
- 1:12:44Speaker 1: the AI model, and then you deploy the AI model
- 1:12:47Speaker 1: across all the self-driving cars.
- 1:12:48Speaker 2: Which is a big advantage. Because if one optimist robot
- 1:12:52Speaker 2: learns one thing in one factory, they all learn it.
- 1:12:55Speaker 2: And imagine that. Imagine if humans, if we all learned
- 1:12:57Speaker 2: what all the other humans learned. That would give us
- 1:13:00Speaker 2: such an unbelievable competitive advantage. I mean, one of the
- 1:13:02Speaker 2: ways we did that is through communication.
- 1:13:03Speaker 3: Or it could not, because they could be learning the
- 1:13:05Speaker 3: wrong thing, which has also happened again and again with
- 1:13:08Speaker 3: these technologies, is that all of them then learn the
- 1:13:10Speaker 3: wrong thing and they all have the same failure mode.
- 1:13:13Speaker 3: I mean, part of the resilience of human society is
- 1:13:15Speaker 3: that we do have different expertises and we also have
- 1:13:17Speaker 3: different failure modes.
- 1:13:19Speaker 2: I think sometimes we hold AI models to a higher
- 1:13:21Speaker 2: standard than we hold humans to. And in a weird way,
- 1:13:24Speaker 2: because I'd hear on stage, we're in Austin at the moment,
- 1:13:26Speaker 2: and I'd hear people go, ah, but you know, them
- 1:13:29Speaker 2: AI models, they hallucinate sometimes. I'm like, have you met
- 1:13:32Speaker 2: a human? Like, I hallucinate all the time. I can
- 1:13:36Speaker 2: barely spell or do math.
- 1:13:39Speaker 1: Yes, but it's once again, like using this analogy that
- 1:13:43Speaker 1: was specifically picked in the early days of the field
- 1:13:45Speaker 1: as a way to market these technologies. Like we're repeatedly
- 1:13:49Speaker 1: using the intelligence analogy and relating these machines to human
- 1:13:53Speaker 1: intelligence as a way to try and gauge whether or
- 1:13:57Speaker 1: not it is good or worthy or capable in society.
- 1:14:01Speaker 2: I think the output is the thing that really matters,
- 1:14:03Speaker 2: is the most consequential, which is like, okay, it might
- 1:14:05Speaker 2: have a different brain and a different system, but does
- 1:14:07Speaker 2: it arrive at the same capability? Like, is it able
- 1:14:10Speaker 2: to do surgery on someone's brain? Is it able to
- 1:14:12Speaker 2: drive a car? Like my car drives itself in Los Angeles.
- 1:14:15Speaker 2: I don't touch a steering wheel and I can drive
- 1:14:17Speaker 2: for many, many hours. And in here in Austin, I
- 1:14:19Speaker 2: just saw the ones the other day where they've removed
- 1:14:21Speaker 2: the steering wheel and the pedals, the new cyber cabs.
- 1:14:24Speaker 2: So I go, it doesn't really matter if it's using
- 1:14:25Speaker 2: a different system. If it's navigating through the world as
- 1:14:27Speaker 2: a car, has a better safety record than human beings,
- 1:14:31Speaker 2: then as far as I'm concerned, intelligence or not, it's like,
- 1:14:36Speaker 2: you know.
- 1:14:36Speaker 1: Yes, but that was not the original argument that you made,
- 1:14:38Speaker 1: which was like, these systems are just generally going to
- 1:14:41Speaker 1: become more intelligent across different things based on the prediction.
- 1:14:46Speaker 1: This is a prediction that you're making, right? And this
- 1:14:48Speaker 1: is a prediction that all of the AI.
- 1:14:50Speaker 2: Ilya's making, Dario's making, Elon's making, Zuckerberg's making, Altman's making,
- 1:14:55Speaker 2: Demis is making.
- 1:14:56Speaker 1: And do you know what the common feature of all
- 1:14:57Speaker 1: of them is? they profit enormously off of this myth.
- 1:15:01Speaker 2: Elon has recently spearheaded the construction of Colossus, a massive
- 1:15:05Speaker 2: supercomputer in Memphis, housing 100,000 GPUs, specifically to scale up
- 1:15:10Speaker 2: their GROK API models faster than their competitors. It appears
- 1:15:13Speaker 2: that they've all converged around this idea that you can
- 1:15:16Speaker 2: brute force your way to greater, more generalized intelligence.
- 1:15:20Speaker 1: They've converged around the idea that you can brute force
- 1:15:23Speaker 1: your way into models that they can sell to people
- 1:15:26Speaker 1: for automating certain tasks that are that are financially lucrative.
- 1:15:30Speaker 2: And I heard Elon say that if you're a surgeon,
- 1:15:32Speaker 2: now there's just no point. He was like, don't train
- 1:15:34Speaker 2: to be a surgeon. He says in a couple of
- 1:15:36Speaker 2: years time, optimists and AI generally are going to be
- 1:15:39Speaker 2: better than any surgeon that's ever lived.
- 1:15:40Speaker 1: Yeah.
- 1:15:41Speaker 2: Do you think these things are true?
- 1:15:42Speaker 1: Well, you know, I'm pretty sure it was Hinton that
- 1:15:45Speaker 1: famously slash infamously said there would be no need for
- 1:15:48Speaker 1: radiologists anymore. There would be no need for radiologists anymore.
- 1:15:52Speaker 1: And he set a deadline that we've already passed. I
- 1:15:55Speaker 1: don't remember how many years. Radiology is doing great as
- 1:15:59Speaker 1: a profession.
- 1:16:01Speaker 2: Do you think it will be in five years?
- 1:16:03Speaker 3: Okay.
- 1:16:03Speaker 1: So this, this once again goes back to this question
- 1:16:05Speaker 1: of like, why do we build technology and why should
- 1:16:08Speaker 1: we specifically be building AI?
- 1:16:10Speaker 3: Okay.
- 1:16:10Speaker 1: And for me, like the whole project of technology development
- 1:16:15Speaker 1: advancement is not to advance technology for technology's sake.
- 1:16:18Speaker 3: It's to help people. And there've been.
- 1:16:22Speaker 1: Lots of research that has shown that actually the best
- 1:16:26Speaker 1: outcomes for people in a healthcare setting are is for
- 1:16:29Speaker 1: the radiologist to have the AI model in their hands
- 1:16:36Speaker 1: and for the human expert to use the AI model
- 1:16:41Speaker 1: as a tool, as an input into their judgment. And
- 1:16:45Speaker 1: it is that combination that leads to the most accurate
- 1:16:49Speaker 1: and early diagnoses of certain types of cancer that then
- 1:16:53Speaker 1: help improve the prognosis of the patient.
- 1:16:55Speaker 2: Do you believe that in the coming years, all the cars,
- 1:16:58Speaker 2: pretty much all the cars on the road will be
- 1:16:59Speaker 2: driving themselves? No. You don't think so?
- 1:17:02Speaker 4: How come?
- 1:17:03Speaker 3: Because of the way the technology works.
- 1:17:06Speaker 1: Because these are statistical, I mean, currently the way that
- 1:17:11Speaker 1: AI models are primarily developed, they're statistical engines. You have
- 1:17:15Speaker 1: what's called a neural network, which is a piece of
- 1:17:17Speaker 1: software that has a bunch of densely connected nodes.
- 1:17:22Speaker 2: Like parameters, is this what they call parameters?
- 1:17:24Speaker 1: Yes.
- 1:17:24Speaker 3: Yeah, pretty much.
- 1:17:25Speaker 1: And you're just pumping a bunch of data into it,
- 1:17:28Speaker 1: and then it's analyzing the data and creating this, all
- 1:17:32Speaker 1: of these, finding all these correlations in the data, finding
- 1:17:34Speaker 1: all these patterns. And then it's through those patterns that
- 1:17:38Speaker 1: the machine is then able to act autonomously, right? And
- 1:17:42Speaker 1: so the way that they're training a self-driving car is
- 1:17:44Speaker 1: they're recording all this footage, and then they have tens
- 1:17:48Speaker 1: of thousands or hundreds of thousands of human contractors.
- 1:17:51Speaker 3: That draw literally.
- 1:17:54Speaker 1: around every single vehicle in the footage, every single pedestrian,
- 1:18:00Speaker 1: every single traffic light, every single lane marking, and label
- 1:18:03Speaker 1: it exactly as such so that then it's fed into
- 1:18:07Speaker 1: an AI model that can identify all of these different components.
- 1:18:11Speaker 1: And then it's connected to another piece of software that
- 1:18:15Speaker 1: is not AI that's saying, okay, if the AI model
- 1:18:18Speaker 1: recognizes the pedestrian, we do not run over the pedestrian. If.
- 1:18:23Speaker 3: The AI model recognizes a red traffic light. We stop.
- 1:18:27Speaker 1: And so the thing about statistical engines is that it's
- 1:18:32Speaker 1: based on probabilities. It's not based on deterministic logic. So
- 1:18:39Speaker 1: systems make errors all the time.
- 1:18:41Speaker 3: And it's impossible.
- 1:18:42Speaker 1: It is technically impossible to get them to stop making errors.
- 1:18:48Speaker 2: Humans make errors way more than humans. systems in this case.
- 1:18:52Speaker 1: Yeah.
- 1:18:52Speaker 2: Like the safety record is like, isn't it like 10
- 1:18:54Speaker 2: times more safe to be driven in a Tesla with
- 1:18:57Speaker 2: autonomous driving than it is for a human to.
- 1:18:59Speaker 3: Drive per mile? It depends on the place. It depends
- 1:19:01Speaker 3: on whether the Tesla was trained to specifically navigate the
- 1:19:04Speaker 3: place that you're driving.
- 1:19:05Speaker 2: Humans get drunk.
- 1:19:06Speaker 3: Because if it's in Mumbai....
- 1:19:09Speaker 1: In someplace in Vietnam, no, it would not be safer.
- 1:19:13Speaker 1: I would much rather be driven by someone that has
- 1:19:17Speaker 1: been driving.
- 1:19:18Speaker 3: In that place their whole life.
- 1:19:20Speaker 1: I'm not arguing against the fact that in certain places
- 1:19:23Speaker 1: where the car has been explicitly trained to drive in
- 1:19:26Speaker 1: this place, that it has a better safety record than
- 1:19:29Speaker 1: the humans that are driving in that place. But you
- 1:19:30Speaker 1: specifically asked if I think that all of the- Most cars.
- 1:19:35Speaker 1: Most cars in the world, in the US?
- 1:19:37Speaker 2: Less in the United States, because we're here.
- 1:19:40Speaker 3: I don't actually think that it's like imminently on the horizon.
- 1:19:43Speaker 2: 10 years?
- 1:19:44Speaker 3: No, I don't think so.
- 1:19:45Speaker 2: I sat with Dara from Uber and he's pretty convinced
- 1:19:47Speaker 2: that his 9 million couriers will be replaced by autonomous vehicles.
- 1:19:51Speaker 1: I mean, how long has self-driving cars been invested in?
- 1:19:56Speaker 1: It's been more than 10 years. And what percentage of
- 1:19:59Speaker 1: cars right now are autonomous.
- 1:20:03Speaker 3: On the US roads? I mean, so part of it
- 1:20:05Speaker 3: is it's actually not a technical problem, right? Like, Part
- 1:20:08Speaker 3: of it is also a social problem. Like, do people
- 1:20:10Speaker 3: even trust getting into these e-calls?
- 1:20:12Speaker 1: Part of it's also a legal problem, which is if
- 1:20:16Speaker 1: the self-driving car kills someone, which it has happened.
- 1:20:20Speaker 2: Yeah, it has happened.
- 1:20:21Speaker 3: Who is responsible?
- 1:20:24Speaker 2: So in the case in LA, it was both Tesla
- 1:20:26Speaker 2: and the driver because the driver dropped their phone. They
- 1:20:29Speaker 2: looked down and this was a couple of years ago,
- 1:20:31Speaker 2: I believe. And they went to grab their phone and
- 1:20:33Speaker 2: they hit someone. And so it went to court and
- 1:20:36Speaker 2: they were held, both responsible, both the driver and Tesla.
- 1:20:40Speaker 2: In terms of Tesla, pretty much everyone that gets the car,
- 1:20:46Speaker 2: it comes with autonomy now for pretty much most people,
- 1:20:48Speaker 2: I believe.
- 1:20:49Speaker 3: Partial autonomy.
- 1:20:49Speaker 2: Yeah, it's called full self-driving at the moment.
- 1:20:51Speaker 3: I mean, yes, it is called full self-driving.
- 1:20:54Speaker 2: Full self-driving supervised, where you kind of have to be
- 1:20:57Speaker 2: looking in the right direction.
- 1:20:59Speaker 3: Yeah, so it's partial autonomy.
- 1:21:02Speaker 2: And here in Austin, it's full autonomy because there's no
- 1:21:04Speaker 2: steering wheel.
- 1:21:05Speaker 3: Yeah.
- 1:21:06Speaker 2: On the new car, so you can't drive it anyway.
- 1:21:08Speaker 2: But it is, you know, the Model Y is the
- 1:21:10Speaker 2: undisputed highest selling car, best selling car in the world
- 1:21:14Speaker 2: across all brands. But I guess my point here is
- 1:21:18Speaker 2: like these predictions where they say AI is going to
- 1:21:21Speaker 2: completely change transportation and driving. It's going to completely change.
- 1:21:25Speaker 2: Lawyers aren't going to have jobs. Accountants aren't going to
- 1:21:27Speaker 2: have jobs. Do you believe that they are true? Do
- 1:21:30Speaker 2: you believe that there's going to be mass job displacement?
- 1:21:33Speaker 1: Okay, so I do think that there is going to
- 1:21:35Speaker 1: be huge impacts on employment and we are already seeing
- 1:21:37Speaker 1: those impacts. It is not simply because the AI models
- 1:21:42Speaker 1: are just automating those jobs away. It is specifically because
- 1:21:47Speaker 1: the models are improving in certain capabilities based on what
- 1:21:51Speaker 1: the companies that are developing them choose to improve them on.
- 1:21:55Speaker 1: And executives at other companies are then deciding to fire
- 1:21:59Speaker 1: or lay off their workers Because they think that AI
- 1:22:03Speaker 1: can replace the worker, irrespective of whether that might be true.
- 1:22:07Speaker 1: And there have been cases of the Klarna CEO who
- 1:22:10Speaker 1: laid off a bunch of people thinking that he would
- 1:22:12Speaker 1: replace everyone with AI, and then it didn't actually work,
- 1:22:14Speaker 1: and he had to ask some people to come back.
- 1:22:16Speaker 2: I actually DM'd him about this. If you're hearing this,
- 1:22:18Speaker 2: this is because I've DM'd Sebastian, and he's fine with
- 1:22:21Speaker 2: me sharing this. He said, because I've heard his name
- 1:22:24Speaker 2: mentioned a lot. And so when we talked about AI
- 1:22:26Speaker 2: in the past and people mentioned Sebastian and Klarna as
- 1:22:29Speaker 2: the example, I wanted to clarify with him what the
- 1:22:31Speaker 2: truth was. He said, it's great to hear from you.
- 1:22:33Speaker 2: I think sometimes people struggle with two things can be
- 1:22:36Speaker 2: true at the same time. I think it might be
- 1:22:38Speaker 2: time to come back on your podcast. To your point,
- 1:22:41Speaker 2: this is the media misinterpreting my tweet. We are doubling
- 1:22:44Speaker 2: down on AI more than ever. Klarna is shrinking with
- 1:22:47Speaker 2: almost 100 employees per month due to AI. We used
- 1:22:51Speaker 2: to be 7,400 at the peak. A year ago, 5,500. Now,
- 1:22:56Speaker 2: we're 3,300. And by the end of summer, so this
- 1:22:59Speaker 2: was last year, we'll be 3,000 people. AI handles 70%
- 1:23:05Speaker 2: of our customer service conversations at this moment. This is
- 1:23:08Speaker 2: because we have realized that with AI, the production cost
- 1:23:11Speaker 2: of software comes down to almost zero. Just like manufacturing
- 1:23:14Speaker 2: used to be all handcrafted, and then the machines came,
- 1:23:17Speaker 2: code used to be all handcrafted up until a few
- 1:23:19Speaker 2: years ago. And now it is machine-produced. And ultimately we
- 1:23:24Speaker 2: pay people more than ever for the unique handcrafted man-made stuff.
- 1:23:29Speaker 2: Klarna is a bank. People will want to connect to humans,
- 1:23:32Speaker 2: not only machines. They want us to be personable, relatable,
- 1:23:36Speaker 2: even flawed. So we need to make sure while we
- 1:23:39Speaker 2: are automating, replacing with AI in parallel, we make sure
- 1:23:43Speaker 2: we offer a super available human experience.
- 1:23:47Speaker 1: I'm really glad you read this because I think it
- 1:23:49Speaker 1: touches on some really important nuances to Yeah, like the
- 1:23:55Speaker 1: impact that AI is going to have on employment. So
- 1:23:58Speaker 1: I think there's often these binary narratives. It's like AI
- 1:24:02Speaker 1: is going to come for every job. Or people say
- 1:24:06Speaker 1: AI is not actually working and it's not actually coming
- 1:24:08Speaker 1: for jobs. And the reality is that it's coming for jobs.
- 1:24:12Speaker 1: There are definitely jobs that are being automated away because
- 1:24:16Speaker 1: of the capabilities of their models. And there's also jobs
- 1:24:19Speaker 1: that are being lost because executives are deciding to lay
- 1:24:21Speaker 1: off the workers, even if the models don't match the
- 1:24:24Speaker 1: capabilities because it's good enough. They would rather have the
- 1:24:27Speaker 1: good enough model for way cheaper jobs.
- 1:24:28Speaker 2: Or they made a mistake with hiring. They bloated their
- 1:24:30Speaker 2: team and it's a great, convenient thing to say.
- 1:24:32Speaker 3: Exactly. Like, there's many reasons.
- 1:24:34Speaker 1: But, like, clearly we're already seeing impacts on the job market.
- 1:24:37Speaker 3: Like, the U.S.
- 1:24:39Speaker 1: Jobs report that came out earlier this year showed that
- 1:24:43Speaker 1: there has.
- 1:24:43Speaker 3: Been a decline in hiring.
- 1:24:46Speaker 1: It's a slowdown in hiring across especially white-collar professional industries.
- 1:24:53Speaker 2: And you saw Anthropix report, didn't you, this week? The
- 1:24:55Speaker 2: TLDR matches kind of what you were saying, where they
- 1:24:58Speaker 2: anthropically looked at exactly how people were using their models.
- 1:25:01Speaker 2: And they looked at what people are saying. And they
- 1:25:05Speaker 2: said that there's been a 40% reduction in entry-level jobs
- 1:25:08Speaker 2: in particular. And then they made this graph, which has
- 1:25:10Speaker 2: gone viral over the internet. The red shows where we
- 1:25:12Speaker 2: are now in terms of capability. And based on how
- 1:25:15Speaker 2: people are currently using the models, they extrapolated out that
- 1:25:18Speaker 2: the blue part will be the disrupted parts. This is
- 1:25:21Speaker 2: the things that they say AI can do right now.
- 1:25:24Speaker 2: but people don't realize it yet. So if you look
- 1:25:26Speaker 2: at it, it's like, it's kind of all the stuff
- 1:25:27Speaker 2: you'd expect. It's the physical real world human stuff, which
- 1:25:32Speaker 2: robots maybe can do someday like construction or agriculture that
- 1:25:35Speaker 2: are untouched, but like office and admin, like saying finance stuff, math.
- 1:25:40Speaker 1: And notice that these are all the things that I
- 1:25:42Speaker 1: just named that they purposely finance.
- 1:25:44Speaker 3: Math, law, healthcare.
- 1:25:47Speaker 2: Media and arts, that's me cooked.
- 1:25:48Speaker 1: Yeah. Office and admin, I mean, they do focus a
- 1:25:51Speaker 1: lot on like assistant type jobs.
- 1:25:54Speaker 3: And managerial work.
- 1:25:57Speaker 1: But the other thing that the Klarna CEO said was,
- 1:26:02Speaker 1: but people also want human experiences. So it's not actually
- 1:26:06Speaker 1: just about the capabilities of the models. It's also about
- 1:26:09Speaker 1: what people want, like some things they would turn to
- 1:26:13Speaker 1: AI for and some things they wouldn't, irrespective of whether
- 1:26:17Speaker 1: or not AI is capable of doing it. But because
- 1:26:20Speaker 1: of a preference that they want human-to-human interaction. And so
- 1:26:25Speaker 1: what we're seeing right now is, yeah, the thing that
- 1:26:30Speaker 1: happens with every wave of automation, which is that there
- 1:26:33Speaker 1: is a bunch of entry-level work that gets automated away.
- 1:26:37Speaker 1: And there are also new jobs created, but the jobs
- 1:26:40Speaker 1: that are created are in one of two categories.
- 1:26:43Speaker 3: There are people.
- 1:26:45Speaker 1: That get even higher skilled jobs. And what he was saying,
- 1:26:47Speaker 1: like we pay people more for like the handcrafted code now.
- 1:26:52Speaker 3: And there's also the people who get way worse jobs.
- 1:26:55Speaker 1: And so there was this amazing article in New York
- 1:26:58Speaker 1: magazine that was talking about how a lot of people
- 1:27:02Speaker 1: are getting laid off and then they end up working
- 1:27:06Speaker 1: in data annotation. which is the labor that I've been
- 1:27:09Speaker 1: referring to throughout this conversation that companies need in order
- 1:27:13Speaker 1: to teach their models the next thing that the companies
- 1:27:16Speaker 1: are trying to automate. And so like a marketer gets
- 1:27:19Speaker 1: laid off and then they go and work for a
- 1:27:22Speaker 1: data annotation firm to train the models on the very
- 1:27:26Speaker 1: job that they were just laid off in, which will
- 1:27:29Speaker 1: then perpetuate more layoffs if that model then develops that skill.
- 1:27:35Speaker 1: And the article was talking about how this has become
- 1:27:39Speaker 1: a huge catch-all for a lot of people that are
- 1:27:44Speaker 1: struggling with finding job opportunities right now, including award-winning directors
- 1:27:50Speaker 1: in Hollywood that are actually secretly doing this data annotation
- 1:27:53Speaker 1: work to put food on the table. And so when
- 1:27:56Speaker 1: they talk about There's going to be mass unemployment and
- 1:28:01Speaker 1: then there's going to be some new jobs created that
- 1:28:02Speaker 1: we can't even imagine. I think a lot of these
- 1:28:05Speaker 1: narratives rarely talk about, like, first of all, why are
- 1:28:09Speaker 1: some jobs going away? It's not just because of the
- 1:28:10Speaker 1: model capabilities, it's also because of executive choices and because
- 1:28:13Speaker 1: of the rhetoric that they use if they want to
- 1:28:15Speaker 1: just downsize. But the other thing that is rarely talked
- 1:28:19Speaker 1: about is the jobs, a lot of the jobs that
- 1:28:22Speaker 1: are created are way worse than the jobs that were there.
- 1:28:27Speaker 1: And it breaks the career ladder. So it's the entry
- 1:28:30Speaker 1: level and the mid-tier jobs that get gouged out. It's
- 1:28:34Speaker 1: higher order jobs and then way more lower order jobs
- 1:28:38Speaker 1: that get created. And so how do people continue to
- 1:28:43Speaker 1: progress in their careers? There's no more rungs on the ladder.
- 1:28:46Speaker 2: I actually don't know the answer to this question. And
- 1:28:47Speaker 2: I've been furiously trying to find a good answer to
- 1:28:49Speaker 2: this question because I can, you I would say most
- 1:28:55Speaker 2: of my audience don't run businesses. A lot of them do,
- 1:28:57Speaker 2: a lot of them aspire to, but they don't run businesses.
- 1:28:59Speaker 2: So they're kind of, they're also in the land of theory.
- 1:29:02Speaker 2: They're hearing lots of different things. Jack Dorsey does his
- 1:29:04Speaker 2: tweet saying he's halving his headcount because of AI. They
- 1:29:06Speaker 2: don't know what's true. They don't know the sort of
- 1:29:08Speaker 2: internal economics of Jack's company. And did he bloat the
- 1:29:11Speaker 2: company during the pandemic? And he's just using this as
- 1:29:12Speaker 2: an excuse to make this share price spike seven points
- 1:29:15Speaker 2: because his investors now think they're an AI company or whatever.
- 1:29:18Speaker 2: It's hard to pass through. So eventually I go, okay,
- 1:29:21Speaker 2: what am I doing? I have hundreds of team members,
- 1:29:24Speaker 2: probably 70 companies I invest in, maybe five or six
- 1:29:26Speaker 2: that I'm like the lead shareholder in. What am I
- 1:29:28Speaker 2: actually doing on a day-to-day basis right now? I also
- 1:29:32Speaker 2: consider myself to be head of recruitment. But in the
- 1:29:34Speaker 2: last month in particular, I have met extremely capable candidates
- 1:29:38Speaker 2: in terms of cultural alignment, hard work, those kinds of things.
- 1:29:41Speaker 2: But I've had to take a great deal of pause
- 1:29:43Speaker 2: because when I run the experiment of can I get
- 1:29:45Speaker 2: an AI agent to do that exact same thing, the
- 1:29:48Speaker 2: answer is increasingly yes, especially in a world of open-close.
- 1:29:53Speaker 1: And so what I'm curious, like, now you confront this
- 1:29:57Speaker 1: decision where you're seeing in this short-term period, you could
- 1:30:02Speaker 1: just choose the AI agent. And in the long-term period,
- 1:30:07Speaker 1: there is no career ladder. who are you promoting into
- 1:30:12Speaker 1: these senior roles? How do you resolve it for your
- 1:30:15Speaker 1: own company?
- 1:30:16Speaker 2: Yeah, it's a good question. So there's kind of two
- 1:30:17Speaker 2: ways I'm thinking about it. I think really deep expertise
- 1:30:20Speaker 2: is very, very valuable because if you're now the orchestrator
- 1:30:23Speaker 2: of potentially AI agents, it's really about having a deep
- 1:30:27Speaker 2: understanding of the right question to ask. And that's someone
- 1:30:29Speaker 2: who has deep expertise on something. So I need my
- 1:30:32Speaker 2: CFO because if she's going to be orchestrating our team
- 1:30:35Speaker 2: of agents that might be doing financial analysis or whatever else,
- 1:30:38Speaker 2: she needs to understand... what to tell them to do
- 1:30:42Speaker 2: in our company. And in turn, financial analysts can't do that.
- 1:30:45Speaker 2: They need the 50 odd years of experience that, you know,
- 1:30:48Speaker 2: Claire has. On the other end, I need Kaz. Kaz
- 1:30:52Speaker 2: is 25. Kaz knows everything about AI agents. He's a
- 1:30:56Speaker 2: young Japanese kid who's highly, highly curious. You know, on
- 1:30:59Speaker 2: the weekend, he's building AI agents to solve problems in
- 1:31:01Speaker 2: my life. I need those two kinds of thinking. which
- 1:31:04Speaker 2: is highly proficient agent maxing young kids, or they don't
- 1:31:07Speaker 2: necessarily need to be young, but like really lean in
- 1:31:10Speaker 2: high curiosity. That's creating a forceful multiplier in my business.
- 1:31:12Speaker 2: And then I need deep expertise. Now, everything else outside of,
- 1:31:17Speaker 2: there is another one I've thought of, another group, is
- 1:31:19Speaker 2: like people with extremely great IRL people skills. Because we
- 1:31:24Speaker 2: do meet people in real life. We greet you when
- 1:31:26Speaker 2: you arrive here. When we go for lunch with big
- 1:31:29Speaker 2: clients that we have, whether it's Apple or LinkedIn or
- 1:31:31Speaker 2: whoever it might be, we, you know, we need to
- 1:31:33Speaker 2: schmooze and we have teams who, you know, are in
- 1:31:37Speaker 2: person in the office. So we, we do a lot
- 1:31:39Speaker 2: of stuff IRL and increasingly we're building communities, even for
- 1:31:41Speaker 2: this show, we're doing community events all around the world.
- 1:31:43Speaker 2: So we need people that are good at that as well. IRL,
- 1:31:46Speaker 2: bringing people together in real life and organizing stuff. Those
- 1:31:49Speaker 2: are the three groups of people that I'm like, you know,
- 1:31:52Speaker 2: irreplaceable right now.
- 1:31:53Speaker 1: And if you were to, to, All of the roles
- 1:31:58Speaker 1: that could be done by AI agents, if we were
- 1:32:00Speaker 1: to replace them with AI agents, do you think you
- 1:32:01Speaker 1: would still have these three roles, pools of people to
- 1:32:05Speaker 1: hire and promote into the three critical things that you
- 1:32:08Speaker 1: need in the long term?
- 1:32:10Speaker 2: If things carry on at the current rate of trajectory,
- 1:32:14Speaker 2: one could assert that even those roles would experience pressure.
- 1:32:18Speaker 2: If you just imagine, like people think of things either
- 1:32:20Speaker 2: statically or linearly or exponentially. If you imagine an exponential
- 1:32:23Speaker 2: rate of improvement, which is kind of what I've seen,
- 1:32:25Speaker 2: even like a 10% compounding rate of improvement, at some point...
- 1:32:33Speaker 2: At some point, I think what remains is actually the
- 1:32:37Speaker 2: IRL irreplaceably human stuff, human to human. Our Maslowian needs
- 1:32:40Speaker 2: of being in person like we are now aren't gonna change.
- 1:32:43Speaker 2: We need connection. Humans get very sick when they don't
- 1:32:46Speaker 2: have other human beings in their life and strong, deep relationships.
- 1:32:50Speaker 2: So that stuff is going to matter a whole lot.
- 1:32:53Speaker 2: I have this contrarian, weird take that actually maybe this
- 1:32:55Speaker 2: is the first technology that's going to deliver on the
- 1:32:57Speaker 2: promise of making us human and connected because we're going
- 1:33:00Speaker 2: to be rendered useless at everything else other than what
- 1:33:02Speaker 2: humans are good at. Because all the other technologies said, oh,
- 1:33:05Speaker 2: we're going to make you more connected, connecting the world.
- 1:33:07Speaker 2: And they disconnected the world and isolated the world. But
- 1:33:09Speaker 2: maybe this is the one that's so intelligent now that
- 1:33:11Speaker 2: it doesn't need us to fuck around in spreadsheets anymore.
- 1:33:13Speaker 3: Do you see.
- 1:33:16Speaker 1: that actually happening in real time right now, that it's
- 1:33:19Speaker 1: making us more able to be in person, connected with
- 1:33:23Speaker 1: one another, having deeper social community engagements?
- 1:33:28Speaker 2: Yes.
- 1:33:29Speaker 3: Yes.
- 1:33:29Speaker 2: And I'll give you some data points.
- 1:33:31Speaker 3: Okay.
- 1:33:31Speaker 2: Data point number one. The Financial Times released a report
- 1:33:34Speaker 2: on social media usage. And what they saw is 2022
- 1:33:37Speaker 2: was the peak and it's plateaued ever since. The generation
- 1:33:41Speaker 2: that's plateaued the fastest and heading down is the younger generations.
- 1:33:45Speaker 2: The boomers are still off to the races, right? On
- 1:33:47Speaker 2: Facebook and stuff. And then you look at the way
- 1:33:50Speaker 2: Gen Alpha are using social media. They're not posting as much.
- 1:33:53Speaker 2: They call it posting zero. They're scrolling sometimes, but they're
- 1:33:56Speaker 2: in dark social environments like WhatsApp and Snapchat and iMessage.
- 1:33:59Speaker 2: They're not like performing to the world. They also value
- 1:34:02Speaker 2: IRL experiences much more than any other generation. They're like
- 1:34:04Speaker 2: not getting smashed. We're seeing every brand has a run club.
- 1:34:07Speaker 2: We're seeing, I mean, run clubs exploding around the world.
- 1:34:11Speaker 2: And we're seeing this real sort of, sort of almost
- 1:34:14Speaker 2: like innate realization that like technology let us down at
- 1:34:17Speaker 2: some fundamental level. Like dating apps let us down, social
- 1:34:21Speaker 2: networking kind of has let us down. And we're seeing,
- 1:34:23Speaker 2: I think, maybe a bifurcation of society where a lot
- 1:34:26Speaker 2: of people are going, fuck this. Like, I want to
- 1:34:27Speaker 2: go back to what it is to be a human.
- 1:34:29Speaker 2: And I would imagine that in such a world where
- 1:34:32Speaker 2: intelligence is so sophisticated that we no longer needed to
- 1:34:34Speaker 2: sit at laptops and like, I think screen time is
- 1:34:37Speaker 2: going to continue to fall. I think you go into
- 1:34:39Speaker 2: an office, you're not going to see people sat at laptops.
- 1:34:40Speaker 2: You're going to see something completely different. And I think maybe,
- 1:34:45Speaker 2: you know, and then we talk about robots and optimist robots.
- 1:34:48Speaker 2: Elon says there'll be 10 billion optimist robots. Elon has
- 1:34:51Speaker 2: been wrong with timing before. He's almost never been wrong
- 1:34:55Speaker 2: on the big things. Completely. He's just, his timing has
- 1:34:59Speaker 2: got a bad track record. So I think he's probably right.
- 1:35:03Speaker 2: You know, I think I've got some people on the
- 1:35:05Speaker 2: way from Boston Dynamics and these other big companies like
- 1:35:07Speaker 2: Scale AI, and they're actually bringing the robots here to
- 1:35:10Speaker 2: show it like folding laundry, doing the dishes. I'm not
- 1:35:12Speaker 2: saying that's what I would want in my home, but
- 1:35:13Speaker 2: I think factory work is going to completely change. I
- 1:35:15Speaker 2: think a lot of manual labor is going to completely change.
- 1:35:17Speaker 2: And I think we're going to be forced to do
- 1:35:19Speaker 2: what only we can do. Sebastian, who's the CEO of Klana,
- 1:35:24Speaker 2: has actually just called me. Hello, Sebastian. You're right. Hey,
- 1:35:30Speaker 2: how are you? I'm good. How are you? It's been
- 1:35:34Speaker 2: a while. It has been a while since you're on
- 1:35:36Speaker 2: the show. I was just saying we do need to
- 1:35:37Speaker 2: get you back on. I just had a couple of
- 1:35:39Speaker 2: simple questions because, you know, I do a lot of
- 1:35:41Speaker 2: interviews and Kalan has always mentioned because I think the
- 1:35:44Speaker 2: media has said that you like double down on air,
- 1:35:46Speaker 2: then you reverse because it didn't work out. So I
- 1:35:49Speaker 2: know I spoke to you a while ago and we
- 1:35:50Speaker 2: exchanged a couple of DMs about it, but that was
- 1:35:52Speaker 2: more than it was almost a year ago now. So
- 1:35:55Speaker 2: I just wanted to get an update on Klarna's business, AI, agents,
- 1:35:58Speaker 2: and all of that, if possible.
- 1:35:59Speaker 4: First and foremost, we were early on released AI to
- 1:36:04Speaker 4: support our customer service, which had that initial benefit of
- 1:36:09Speaker 4: more calls being dealt with by AI, which customers liked
- 1:36:12Speaker 4: because those calls or chat messages were much, much faster
- 1:36:16Speaker 4: and more qualitative. Then since then, that has actually expanded slightly.
- 1:36:21Speaker 4: What we did, however, try to communicate as well is
- 1:36:23Speaker 4: that we believed in a world of where AI is
- 1:36:26Speaker 4: cheap and available, the value.
- 1:36:29Speaker 2: Of human interaction will be regarded as higher.
- 1:36:32Speaker 4: So the future of customer service VIP is a human.
- 1:36:37Speaker 4: We have then hence doubled down on providing more of that.
- 1:36:40Speaker 4: But at the same time, the efficiency gains within the
- 1:36:42Speaker 4: company has continued. I mean, we used to be about 6,000 people,
- 1:36:48Speaker 4: and now we are less than 3,000. which is two,
- 1:36:51Speaker 4: three years since we stopped recruiting. And at the same
- 1:36:54Speaker 4: point of time, our revenue has doubled, right? So you
- 1:36:57Speaker 4: can clearly see that AI has allowed us to do
- 1:37:01Speaker 4: more with less people, but we have avoided layoffs and
- 1:37:04Speaker 4: instead relied on natural attrition when people kind of move
- 1:37:08Speaker 4: on to other jobs. From my perspective, we will continue
- 1:37:12Speaker 4: to be very, you know, not really recruit much. I mean,
- 1:37:16Speaker 4: we recruit a little bit here and there, but we
- 1:37:18Speaker 4: expect that kind of natural attrition of 10, 15 percent
- 1:37:21Speaker 4: per year to continue on to become fewer. I think
- 1:37:25Speaker 4: the big breakthrough was really in November, December last year,
- 1:37:29Speaker 4: where even the kind of more most skeptical engineers who
- 1:37:35Speaker 4: are like very well renowned and appreciated, like the founder
- 1:37:38Speaker 4: of Linux and stuff. like that basically said that coding
- 1:37:40Speaker 4: has now been resolved and hence is not, you know,
- 1:37:45Speaker 4: you don't need to code anymore. And that was kind
- 1:37:47Speaker 4: of a common sentiment. So I think in coding, that's
- 1:37:49Speaker 4: definitely an engineering work that has been a tremendous shift
- 1:37:54Speaker 4: in the last six months.
- 1:37:56Speaker 2: What do all these people go do, Sebastian? I am optimistic.
- 1:38:00Speaker 4: I mean, I think obviously people will have a lot
- 1:38:02Speaker 4: of opinions about this topic, but I still believe that
- 1:38:05Speaker 4: we are going to move towards a richer society. Now,
- 1:38:09Speaker 4: in the short term, there could be more worry about
- 1:38:13Speaker 4: what happens if people don't get a job and so forth.
- 1:38:15Speaker 4: But I think in the longer term, I am optimistic
- 1:38:19Speaker 4: what it means for society and humanity.
- 1:38:21Speaker 2: Thank you so much, Seb. I'll chat to you soon.
- 1:38:23Speaker 2: Thank you for taking the time. I appreciate you, mate.
- 1:38:26Speaker 1: Thanks.
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- 1:39:35Speaker 2: or health, we all have big goals that we want
- 1:39:37Speaker 2: to accomplish. And one of the things I've learned is
- 1:39:40Speaker 2: that when you aim at the big, big, big goal,
- 1:39:42Speaker 2: it can feel incredibly psychologically uncomfortable because it's kind of
- 1:39:47Speaker 2: like being stood at the foot of Mount Everest and
- 1:39:49Speaker 2: looking upwards. The way to accomplish your goals is by
- 1:39:52Speaker 2: breaking them down into tiny small steps. And we call
- 1:39:55Speaker 2: this in our team, the 1%. And actually this philosophy
- 1:39:58Speaker 2: is highly responsible for much of our success here. So
- 1:40:02Speaker 2: what we've done so that you at home can accomplish
- 1:40:04Speaker 2: any big goal that you have is we've made these
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- 1:40:14Speaker 2: introduce some new colors and to make some minor tweaks
- 1:40:17Speaker 2: to the diary. we have a better range for you.
- 1:40:22Speaker 2: So if you have a big goal in mind and
- 1:40:24Speaker 2: you need a framework and a process and some motivation,
- 1:40:27Speaker 2: then I highly recommend you get one of these diaries
- 1:40:29Speaker 2: before they all sell out once again. And you can
- 1:40:32Speaker 2: get yours at thediary.com. And if you want the link,
- 1:40:35Speaker 2: the link is in the description below. Any thoughts?
- 1:40:39Speaker 3: Well, I actually had thoughts on something that you said
- 1:40:42Speaker 3: before he called.
- 1:40:44Speaker 1: Mm-hmm. Which is you were saying that the Gen Zers,
- 1:40:47Speaker 1: like there's this trend that they're actually disconnecting from technology.
- 1:40:50Speaker 3: So they're becoming more in person.
- 1:40:52Speaker 1: And then there's this other class of workers that are
- 1:40:54Speaker 1: actually leaning into the technology but then becoming more human
- 1:40:56Speaker 1: because they're leaning into the technology. Because they're realizing that
- 1:41:01Speaker 1: they should actually just be spending more time doing in-person
- 1:41:04Speaker 1: to person interactions rather than staring at a spreadsheet. And
- 1:41:07Speaker 1: so they're no longer doing the typing and whatever. I
- 1:41:10Speaker 1: really want to go back to this New York Magazine
- 1:41:11Speaker 1: piece that just came out. Because what you're describing is
- 1:41:16Speaker 1: true for a very specific category of people, which is
- 1:41:18Speaker 1: often like the business owners and leadership within companies that
- 1:41:22Speaker 1: actually can make these decisions on how they spend their
- 1:41:26Speaker 1: time and what they ultimately do with their time.
- 1:41:29Speaker 3: But what the piece talks about is the....
- 1:41:33Speaker 1: Working class, like people who are not business owners that
- 1:41:38Speaker 1: are then having to experience being laid off and then
- 1:41:43Speaker 1: working for the data annotation industry, which is now one
- 1:41:46Speaker 1: of the top jobs on LinkedIn, by the way. Yeah,
- 1:41:50Speaker 1: so LinkedIn had a report that showed the top 10
- 1:41:54Speaker 1: jobs with the highest growth in the last year, and
- 1:41:58Speaker 1: data annotation is on that list.
- 1:42:00Speaker 2: And for anyone that doesn't know what data annotation is, Yeah.
- 1:42:02Speaker 1: So data annotation is the process of teaching these chatbots
- 1:42:09Speaker 1: or any AI system to do what they ultimately are
- 1:42:12Speaker 1: able to do. So the fact that ChatGPT can chat
- 1:42:15Speaker 1: is because there were tens of thousands or hundreds of
- 1:42:17Speaker 1: thousands of people that were literally typing into a large
- 1:42:21Speaker 1: language model and showing it, this is how you're supposed
- 1:42:24Speaker 1: to then respond when a user types in a prompt
- 1:42:27Speaker 1: like this. Before they did that work, Chat GPT didn't exist.
- 1:42:32Speaker 1: Like it just, it would just, you would prompt the
- 1:42:35Speaker 1: model and the model would generate some texts that was
- 1:42:37Speaker 1: not in dialogue with the person. It would kind of
- 1:42:40Speaker 1: generate something that was adjacently related.
- 1:42:42Speaker 2: Is this what they call reinforcement learning where you kind of,
- 1:42:44Speaker 2: you give it like a.
- 1:42:45Speaker 1: It's a part of the process of reinforcement learning. So
- 1:42:47Speaker 1: you do data annotation, which is literally showing lots of
- 1:42:51Speaker 1: different you know, examples of things that you want the
- 1:42:55Speaker 1: model to know. And then reinforcement learning is getting the
- 1:42:58Speaker 1: model to then train on those examples iteratively in a
- 1:43:01Speaker 1: way that then gives the model some of those capabilities.
- 1:43:05Speaker 1: And what the New York Magazine piece highlighted is many,
- 1:43:10Speaker 1: many of the people that are getting laid off now
- 1:43:12Speaker 1: or are struggling to find work.
- 1:43:14Speaker 3: And these are highly educated people.
- 1:43:16Speaker 1: They're college graduates, PhD graduates, law degree graduates, doctors, and again,
- 1:43:23Speaker 1: like award-winning directors that are then struggling to find employment
- 1:43:28Speaker 1: in the economy because the economy has been very much
- 1:43:31Speaker 1: restructured by AI. They are then finding themselves serving this industry.
- 1:43:37Speaker 1: And the industry is designed in a way that is
- 1:43:40Speaker 1: extremely inhumane because The companies that use these data annotation services,
- 1:43:47Speaker 1: there's these third-party providers that are data annotation firms.
- 1:43:52Speaker 3: An OpenAI, a.
- 1:43:53Speaker 1: Grok, a Google, they will hire these firms to then
- 1:43:57Speaker 1: find the workers to perform the data annotation tasks that
- 1:44:00Speaker 1: they need. For these firms, these third-party firms, they are
- 1:44:05Speaker 1: incentivized to pit workers against each other because they want
- 1:44:10Speaker 1: this data annotation to happen at speed and as cheaply
- 1:44:12Speaker 1: as possible so that they can also compete with one
- 1:44:15Speaker 1: another in this middle layer to get the contract from
- 1:44:20Speaker 1: the client. And so all of these workers that were
- 1:44:25Speaker 1: interviewed for this New York Magazine story talk about how
- 1:44:28Speaker 1: they actually no longer have an ability to be human.
- 1:44:32Speaker 1: because they are waiting at their laptop to be pinged
- 1:44:36Speaker 1: on Slack for when a project is going to open
- 1:44:39Speaker 1: up for data annotation because they've tried job hunting. They
- 1:44:42Speaker 1: literally can't find anything else. This is the thing that's
- 1:44:44Speaker 1: going to help them put food on the table for
- 1:44:46Speaker 1: their kids. And there was this one woman who said, like,
- 1:44:50Speaker 1: I have so much anxiety about when the project is
- 1:44:53Speaker 1: gonna come, when it's gonna leave, that when the project came,
- 1:44:56Speaker 1: it was right when my kid was coming off of school.
- 1:45:00Speaker 1: And I just started tasking furiously because I don't know
- 1:45:03Speaker 1: when it's gonna go and I need to earn as
- 1:45:04Speaker 1: much money as possible in this window of opportunity. So
- 1:45:07Speaker 1: then when my kid came home and tried to talk
- 1:45:10Speaker 1: to me, I screamed at my child for distracting me.
- 1:45:15Speaker 1: And then she was like, I've become a monster And
- 1:45:19Speaker 1: I'm not even allowed to go to the bathroom or
- 1:45:21Speaker 1: take care of my kids, let alone myself, because this
- 1:45:26Speaker 1: industry that is absorbing more and more of the workers
- 1:45:29Speaker 1: that are being laid off is mechanizing my life, atomizing
- 1:45:35Speaker 1: my work, devaluing my expertise, and then harvesting it for
- 1:45:42Speaker 1: the perpetuation of this machine that all of these AI
- 1:45:45Speaker 1: executives are saying is then going to come for everyone
- 1:45:47Speaker 1: else's jobs.
- 1:45:49Speaker 3: And so what you were saying.
- 1:45:51Speaker 1: About this class of workers, the business owners that get
- 1:45:56Speaker 1: to become more human because there are all of these
- 1:45:59Speaker 1: AI models now doing the tasks that they don't have
- 1:46:01Speaker 1: to do anymore. It is at the cost of the
- 1:46:05Speaker 1: vast majority of people who are not business owners that
- 1:46:08Speaker 1: are struggling to find work, getting absorbed into the work
- 1:46:12Speaker 1: of then providing these technologies that the business owners can use.
- 1:46:18Speaker 1: And instead of becoming more human, they feel like their
- 1:46:21Speaker 1: humanity has been squeezed and diminished, and they have no
- 1:46:27Speaker 1: ability to have control, agency, and dignity in their lives anymore.
- 1:46:31Speaker 2: I think this is a big question that kind of
- 1:46:34Speaker 2: pertains to this graph here, which is, you know, all
- 1:46:37Speaker 2: of these people, if we believe anthropic's prediction of who
- 1:46:40Speaker 2: will be disrupted, these people in these industries like arts
- 1:46:43Speaker 2: and media, legal... life and social sciences, architecture and engineering,
- 1:46:49Speaker 2: computer and maths, business and finance, and management, and also
- 1:46:53Speaker 2: office and admin. These people, if we believe this, would
- 1:46:57Speaker 2: have to retrain at something else. And unlike the industrial
- 1:46:59Speaker 2: revolution where you might get 10, 20 years to retrain
- 1:47:02Speaker 2: because factories take a long time to build, the distribution
- 1:47:05Speaker 2: layer that AI sits on top of is the open internet.
- 1:47:07Speaker 2: So this is why Chachapati can go pop and get
- 1:47:10Speaker 2: hundreds of millions of users in no time at all
- 1:47:12Speaker 2: and become the fastest growing company of all time. One
- 1:47:15Speaker 2: of my fears is that this disruption takes place at
- 1:47:18Speaker 2: a speed where we can't transition.
- 1:47:21Speaker 1: And that was, you know, I think you said that
- 1:47:24Speaker 1: sentence in the passive voice, the transition would happen at
- 1:47:28Speaker 1: a speed, but who is driving that speed?
- 1:47:33Speaker 3: It's the companies.
- 1:47:34Speaker 2: The companies, yeah.
- 1:47:34Speaker 3: And their race with one another. Yeah.
- 1:47:37Speaker 1: And so they are driving the transition to happen at
- 1:47:40Speaker 1: a speed at which it would be possible really hard
- 1:47:44Speaker 1: to take care of all of the people that would
- 1:47:47Speaker 1: be bulldozed over by this is one of the.
- 1:47:49Speaker 2: Crazy questions that no one can answer for me when
- 1:47:51Speaker 2: i sit with these people that are ai ceos i
- 1:47:53Speaker 2: go so what happens to the people if this is
- 1:47:55Speaker 2: if you agree that this is going to happen at
- 1:47:56Speaker 2: super speed you know i've spoke to that ceo of
- 1:47:59Speaker 2: uber dara who said very similar things to what you're
- 1:48:01Speaker 2: saying is you know there'll be data labeling jobs for
- 1:48:04Speaker 2: example for the drivers but um they can't all become
- 1:48:07Speaker 2: data labelers and there's a question around meaning and purpose
- 1:48:10Speaker 2: and fulfillment and that comes from losing your meaning in life.
- 1:48:14Speaker 2: I also sit here with so many people who talk
- 1:48:16Speaker 2: about how their father lost their job in Iran or
- 1:48:19Speaker 2: some other country and came to the United States and
- 1:48:22Speaker 2: had to be a toilet cleaner on a particular case,
- 1:48:25Speaker 2: was a doctor in Iran, but came to the US
- 1:48:27Speaker 2: and was a toilet cleaner and had to deal with
- 1:48:29Speaker 2: the sense of shame that that particular person felt and
- 1:48:32Speaker 2: the lack of dignity that that caused and how that
- 1:48:34Speaker 2: made that person's self-esteem feel and the depression and alcoholism
- 1:48:37Speaker 2: that transpired from that. If this happens at a large
- 1:48:40Speaker 2: scale across society, there's going to be a ton of
- 1:48:44Speaker 2: consequences like that.
- 1:48:45Speaker 3: I mean, this is like the core themes of my work.
- 1:48:48Speaker 1: And the reason why I'm critical of these companies is
- 1:48:50Speaker 1: that they are creating technologies in a way that creates
- 1:48:55Speaker 1: the haves.
- 1:48:55Speaker 3: And have-nots in an extreme form that we have.
- 1:48:59Speaker 1: It's exacerbating the inequality that we already see in the world.
- 1:49:03Speaker 1: Like the people who have things... will have way more riches.
- 1:49:07Speaker 1: They'll have way more free time. They'll be allowed to
- 1:49:09Speaker 1: be more human. But the people who don't have things
- 1:49:13Speaker 1: are being squeezed even more. And it's not just from
- 1:49:19Speaker 1: a work perspective. I mean, I talk in my book
- 1:49:23Speaker 1: also about the environmental and public health crisis that these
- 1:49:26Speaker 1: companies have created, where they are building these colossal supercomputer
- 1:49:33Speaker 1: facilities and in communities all around the world. And they
- 1:49:39Speaker 1: specifically pick some of the most vulnerable communities. We're sitting
- 1:49:42Speaker 1: in Texas right now. OpenAI's largest, one of its largest
- 1:49:47Speaker 1: data center projects is being built in Abilene, Texas as
- 1:49:50Speaker 1: part of the Stargate initiative, which was an effort announced
- 1:49:53Speaker 1: at the beginning of Trump's second administration to spend $ 500
- 1:49:56Speaker 1: billion on AI computing infrastructure. This facility is, Consumes will
- 1:50:04Speaker 1: when it's finished will consume more than a gigawatt of power,
- 1:50:07Speaker 1: which is over 20% Over 20% so this is actually
- 1:50:13Speaker 1: a little bit inaccurate now This was something that circulated
- 1:50:16Speaker 1: online for a while But there's updated numbers.
- 1:50:19Speaker 2: Just for someone that can't see because they're listening on
- 1:50:21Speaker 2: Spotify or something It's a picture of the size of
- 1:50:23Speaker 2: this facility.
- 1:50:25Speaker 3: So this is not the Abilene Texas one. This is
- 1:50:28Speaker 3: a meta facility.
- 1:50:29Speaker 1: So let's talk about opening a facility in Texas and
- 1:50:32Speaker 1: That one would be the size of Central Park, and
- 1:50:36Speaker 1: it would run a million computer chips, and it would
- 1:50:40Speaker 1: require the power of more than 20% of New York City.
- 1:50:43Speaker 2: Do you know one of the things which I found confusing,
- 1:50:47Speaker 2: so I'd like to alleviate the dissonance, is I thought
- 1:50:50Speaker 2: you were saying earlier that you didn't think the job
- 1:50:52Speaker 2: disruption promises were real.
- 1:50:55Speaker 1: No, what I was saying is that when we talk
- 1:50:59Speaker 1: about what these executives predict about the future, we need
- 1:51:04Speaker 1: to understand that they are ultimately trying to influence the
- 1:51:08Speaker 1: public in a way that allows them to continue maintaining
- 1:51:11Speaker 1: control over the technology.
- 1:51:13Speaker 2: But objectively, do you think that the job disruption that
- 1:51:15Speaker 2: they talk about.
- 1:51:16Speaker 3: Do you think this is real?
- 1:51:20Speaker 1: I don't want to comment specifically on this chart, but
- 1:51:23Speaker 1: we've already seen in job reports that there is a
- 1:51:25Speaker 1: restructuring of the economy happening right now. But going back
- 1:51:29Speaker 1: to the data science, so this supercomputer facility, it's a
- 1:51:33Speaker 1: meta supercomputer facility, is being built in Louisiana. And it
- 1:51:37Speaker 1: would be four times the size of the Abilene, Texas one.
- 1:51:41Speaker 1: and use half of the average power demand of New
- 1:51:44Speaker 1: York City. So it's one-fifth the size of Manhattan. This
- 1:51:46Speaker 1: makes it seem like almost all of Manhattan, but it
- 1:51:49Speaker 1: would be one-fifth the size of Manhattan. When these facilities
- 1:51:52Speaker 1: go into these communities, what happens? Power utility increases, grid
- 1:51:57Speaker 1: reliability decreases. The facilities also need fresh water to generate
- 1:52:03Speaker 1: the power for powering them as well as fresh water
- 1:52:06Speaker 1: to cool. And there have been lots of documented stories
- 1:52:09Speaker 1: of communities that are already really constrained in their fresh
- 1:52:12Speaker 1: water resource. They're under a drought when a facility comes
- 1:52:14Speaker 1: in and then there are people, the community is actually
- 1:52:17Speaker 1: like competing with this facility for fresh water. I talk
- 1:52:20Speaker 1: about one of those communities in my book. And also
- 1:52:23Speaker 1: sometimes these facilities, instead of connecting to the grid, They instead,
- 1:52:28Speaker 1: a power plant pops up next to it. So in Memphis, Tennessee,
- 1:52:33Speaker 1: where Musk built Colossus, the supercomputer for training Grok, he
- 1:52:37Speaker 1: used 35 methane gas turbines to power the facility. This
- 1:52:42Speaker 1: is a working class community, a black and brown community,
- 1:52:45Speaker 1: a rural community that was not even told that they
- 1:52:49Speaker 1: would be the hosts of this facility. And they discovered
- 1:52:53Speaker 1: it because they literally smelled what seemed like a gas
- 1:52:57Speaker 1: leak in all of their living rooms. And that's when
- 1:53:00Speaker 1: they discovered that these methane gas turbines were taking away
- 1:53:05Speaker 1: their right to clean air. And this is a community
- 1:53:08Speaker 1: that's already been facing a history of environmental racism.
- 1:53:12Speaker 3: They had already had lots of struggles to access their
- 1:53:15Speaker 3: right to clean air.
- 1:53:17Speaker 1: And now there's this huge supercomputer that's landed in their
- 1:53:22Speaker 1: midst that is pumping thousands of tons of toxins into
- 1:53:26Speaker 1: their air exacerbating the asthmatic symptoms of the children, exacerbating
- 1:53:32Speaker 1: the respiratory illnesses of other people. It's one of the
- 1:53:36Speaker 1: communities that has the highest rates of.
- 1:53:39Speaker 3: Lung cancer. And so.
- 1:53:42Speaker 2: And that supercomputer is taking their jobs.
- 1:53:45Speaker 1: And then they also have supercomputers taking their jobs. So
- 1:53:47Speaker 1: this is what I mean. It's like the haves and
- 1:53:49Speaker 1: have-nots are fundamentally being pulled apart even further. Like... If
- 1:53:56Speaker 1: you in this version of Silicon Valley's future are in
- 1:54:01Speaker 1: the misfortunate category of being a have-not, we are talking
- 1:54:06Speaker 1: about you now getting a job that is way worse
- 1:54:10Speaker 1: than what you had because you might be doing data annotation.
- 1:54:14Speaker 1: And you might be treated as a machine rather than
- 1:54:16Speaker 1: as a human to extract value, the value of your
- 1:54:19Speaker 1: labor for perpetuating this labor automating machine that these people
- 1:54:24Speaker 1: are building. You might be competing with these facilities for
- 1:54:27Speaker 1: freshwater resources.
- 1:54:29Speaker 3: They're also polluting your air.
- 1:54:31Speaker 1: Your bills have increased, so the affordability crisis is getting worse. Like,
- 1:54:37Speaker 1: how is that making people able to be more human?
- 1:54:41Speaker 2: What do we do about it? Yes. Okay.
- 1:54:46Speaker 1: So one of the analogies that I always use is
- 1:54:49Speaker 1: AI is like the word transportation. Transportation can literally refer
- 1:54:52Speaker 1: to everything from a bicycle to a rocket. And we
- 1:54:56Speaker 1: have nuanced conversations about transportation where we always say we
- 1:55:00Speaker 1: need to transition our transportation towards more efficient, uh, sustainable options.
- 1:55:06Speaker 1: We need to transition towards, you know, public transport, electric vehicles.
- 1:55:10Speaker 1: And we know we don't ever say everyone should get
- 1:55:13Speaker 1: a rocket to do every.
- 1:55:16Speaker 3: To serve all of their transportation needs, right? Like we're
- 1:55:18Speaker 3: in Austin.
- 1:55:19Speaker 1: If you use a rocket to fly from Dallas to Austin,
- 1:55:21Speaker 1: like that would just make not no sense. It's just
- 1:55:24Speaker 1: a disproportionate use of resources to get the benefit of
- 1:55:29Speaker 1: getting from point A to point B. This is how
- 1:55:31Speaker 1: we should think about AI. So all of the models
- 1:55:34Speaker 1: that we've been talking about, I like to think of
- 1:55:36Speaker 1: them as the rockets of AI. They use an extraordinary
- 1:55:40Speaker 1: amount of resources and they provide benefit, some dramatic benefit
- 1:55:44Speaker 1: to some people, but they're also exacting an extraordinary cost
- 1:55:48Speaker 1: on a large swath of people because of the costs
- 1:55:53Speaker 1: of developing this technology. Why don't we build more bicycles
- 1:55:59Speaker 1: of AI? This is things like DeepMind's AlphaFold, which is
- 1:56:03Speaker 1: a system that predicts how proteins will fold based on
- 1:56:07Speaker 1: amino acid sequences. It's really important for accelerating drug discovery,
- 1:56:12Speaker 1: for understanding human disease. And it won the Nobel prize
- 1:56:16Speaker 1: in chemistry in 2024. And the reason why it's a
- 1:56:19Speaker 1: bicycle of AI is because you're using small.
- 1:56:23Speaker 3: Curated data sets.
- 1:56:25Speaker 1: You just have data that has amino acid sequences and
- 1:56:29Speaker 1: protein folding. So that means you need significantly less computational
- 1:56:35Speaker 1: resources to develop the system, which means significantly less energy,
- 1:56:38Speaker 1: which means less emissions, so on and so forth. And
- 1:56:40Speaker 1: you're providing enormous benefit to people.
- 1:56:43Speaker 2: It feels like the horse has left the stable in
- 1:56:47Speaker 2: this regard because they've already taken people's IP. They've taken media.
- 1:56:52Speaker 2: They train on this podcast. We know they do because
- 1:56:54Speaker 2: it shows that they do. I think there's a button
- 1:56:56Speaker 2: actually in the back end of YouTube now that allows
- 1:56:58Speaker 2: you just to click it, and it says, we will
- 1:57:00Speaker 2: train on your YouTube channel. So the horse has kind
- 1:57:03Speaker 2: of left the station.
- 1:57:04Speaker 3: Here's the thing.
- 1:57:05Speaker 1: If the horse truly had left the stables, they wouldn't
- 1:57:07Speaker 1: have to train on anything anymore. Why is it that
- 1:57:10Speaker 1: their appetite for data has actually expanded? It's because in
- 1:57:15Speaker 1: order to build the next generations of their technologies, in
- 1:57:17Speaker 1: order to have the technologies continue to be relevant and
- 1:57:21Speaker 1: continue to thrive, update with the pace of new knowledge
- 1:57:25Speaker 1: creation and society's evolvement. They need to train again and
- 1:57:30Speaker 1: again and again and again. And why are they employing
- 1:57:33Speaker 1: actually more and more and more data annotation workers over time?
- 1:57:37Speaker 1: It's because they need more and more of that work
- 1:57:40Speaker 1: over time. I mean, I've been reporting on data annotation
- 1:57:44Speaker 1: work for over seven years now, and it's not gone down.
- 1:57:48Speaker 3: It's gone, it's increased.
- 1:57:50Speaker 2: Do you think there's any chance of it going down?
- 1:57:53Speaker 2: Do you think there's any chance of this sort of
- 1:57:55Speaker 2: brute force scaling approach where you take data, you take
- 1:57:58Speaker 2: computational power, energy, and you have the data labelers and
- 1:58:05Speaker 2: building out more and more parameters for the models? Do
- 1:58:07Speaker 2: you think there's any chance it's going to stop? or
- 1:58:10Speaker 2: go in a different direction other than the one that's
- 1:58:11Speaker 2: going in now?
- 1:58:12Speaker 1: I would love to reframe the question and say, what
- 1:58:15Speaker 1: should we be doing in this moment where it's not
- 1:58:17Speaker 1: going down, where we do recognize that actually these companies
- 1:58:21Speaker 1: in this moment need continued resources, inputs, and labor to
- 1:58:26Speaker 1: perpetuate what they are doing?
- 1:58:28Speaker 2: Yeah, because this sounds like stop. And I just feel
- 1:58:31Speaker 2: like stop is like a hard, it feels like, I
- 1:58:34Speaker 2: just think, you know, with the government in place, they're
- 1:58:36Speaker 2: supporting these companies like crazy. Globally, this is happening. So
- 1:58:39Speaker 2: I'm like, stop doesn't feel.
- 1:58:41Speaker 1: I always say we need to break up the empire
- 1:58:43Speaker 1: and we need to develop alternatives. And we are already
- 1:58:47Speaker 1: seeing a flourishing of incredible grassroots movements that are applying
- 1:58:51Speaker 1: an enormous amount of pressure to the way that the
- 1:58:54Speaker 1: empire is trying to unfold its agenda.
- 1:58:57Speaker 2: Mm-hmm.
- 1:58:57Speaker 1: 80% of Americans in the most recent poll think that
- 1:59:01Speaker 1: the AI industry needs to be regulated.
- 1:59:03Speaker 2: Yeah.
- 1:59:03Speaker 1: When was the last time that 80% of Americans were
- 1:59:06Speaker 1: on the same side of an issue?
- 1:59:07Speaker 2: No, yeah. When I have these conversations on the podcast,
- 1:59:09Speaker 2: the comments section are clear.
- 1:59:10Speaker 3: Yeah.
- 1:59:11Speaker 2: There's no disagreement. There's no one in there going, oh no,
- 1:59:13Speaker 2: I think they should crack on.
- 1:59:14Speaker 3: Yeah.
- 1:59:16Speaker 1: Dozens of protests against data centers have broken out all
- 1:59:19Speaker 1: around this country.
- 1:59:20Speaker 3: And the US, all around the world.
- 1:59:22Speaker 2: So what do we do about it?
- 1:59:23Speaker 1: So these are people that are doing something about it.
- 1:59:27Speaker 1: they are actually reasserting their agency and exercising democratic contestation
- 1:59:33Speaker 1: against the ways that the empires are going about their business.
- 1:59:36Speaker 2: What goal should we be aiming at? So if I
- 1:59:38Speaker 2: said to my audience, Janet at home, because this is
- 1:59:40Speaker 2: kind of what I see in the comments, it's hopelessness.
- 1:59:42Speaker 2: It's like, what can I do? I'm just.
- 1:59:44Speaker 1: Yeah, well, the goal is not that we completely get
- 1:59:48Speaker 1: rid of this technology. The goal is that these companies
- 1:59:51Speaker 1: need to stop being empires. And the way I define
- 1:59:53Speaker 1: like a typical business versus an empire is... is that
- 1:59:55Speaker 1: the empires are predicated on this idea that they do
- 1:59:58Speaker 1: not have to provide a fair exchange of value with
- 2:00:01Speaker 1: the workers who work for them or the people who
- 2:00:03Speaker 1: use them or all of the other people that are
- 2:00:05Speaker 1: involved in the supply chain of producing and deploying these technologies.
- 2:00:09Speaker 1: They can extract and exploit and extract and exploit and
- 2:00:11Speaker 1: get more value than what they offer. Whereas typical businesses,
- 2:00:16Speaker 1: there is a fair exchange. You buy a service, you
- 2:00:19Speaker 1: feel like you got the same amount of value as
- 2:00:21Speaker 1: the service that you provided, but like for these data
- 2:00:23Speaker 1: annotation workers, for example, they do not feel in any
- 2:00:25Speaker 1: way that they're being paid the same value that they
- 2:00:27Speaker 1: provide to these companies. So that's like, for me, the
- 2:00:30Speaker 1: North star is like, we should be pushing back and
- 2:00:34Speaker 1: holding accountable these companies when they operate in an Imperial way.
- 2:00:40Speaker 1: And that's what we've seen with all of these people
- 2:00:43Speaker 1: that are now literally protesting the streets against data centers
- 2:00:45Speaker 1: and having an enormous effect, by the way, actually stalling
- 2:00:49Speaker 1: data center projects and also completely banning data centers from
- 2:00:53Speaker 1: being developed in their localities. We're seeing that with artists
- 2:00:56Speaker 1: and writers that are suing these companies for intellectual property
- 2:00:59Speaker 1: infringement and creating a huge public conversation about what is
- 2:01:03Speaker 1: it that we actually, how do we actually want to
- 2:01:06Speaker 1: protect our intellectual property? Three weeks ago, I met Megan Garcia,
- 2:01:12Speaker 1: who is the mother of Sewell Setzer III, who is
- 2:01:16Speaker 1: the 14-year-old who died by suicide after suicide. being sexually
- 2:01:20Speaker 1: groomed by a character he has trapped on. And she,
- 2:01:25Speaker 1: when that happened, I mean, obviously was incredibly devastated by
- 2:01:31Speaker 1: what had happened to her son. She also decided to
- 2:01:34Speaker 1: do something about it. She sued the companies and that
- 2:01:37Speaker 1: lawsuit then sparked many other parents and families who were
- 2:01:41Speaker 1: actually experiencing similar things to sue these companies as well.
- 2:01:45Speaker 1: That has created an enormous public conversation about what these
- 2:01:50Speaker 1: companies are actually doing when they exploit and they extract.
- 2:01:54Speaker 1: What is the cost to the lives of people around
- 2:01:58Speaker 1: the world, including children?
- 2:02:00Speaker 2: So what do you think my audience should do? If
- 2:02:02Speaker 2: they agree with everything written in your book, Empire of AI,
- 2:02:06Speaker 2: Dreams and Nightmares, and Sam Altman's OpenAI, if they agree
- 2:02:10Speaker 2: with everything said here, if they agree with everything we've
- 2:02:12Speaker 2: discussed today, they're concerned about their kids, they don't want
- 2:02:15Speaker 2: everyone to become data labelers, they don't think that's a particularly...
- 2:02:19Speaker 2: Great solution. What can they actually go and do?
- 2:02:22Speaker 1: When I was writing the book, the only discourse that
- 2:02:24Speaker 1: was happening was, this is the best thing since sliced bread.
- 2:02:28Speaker 1: Because of all of the actions of these people, like
- 2:02:32Speaker 1: saying when they're not happy with the things that these
- 2:02:36Speaker 1: companies are doing, we now have 80% of Americans that
- 2:02:39Speaker 1: want to regulate this industry. And so I would say
- 2:02:41Speaker 1: to people, think about all the ways that your life
- 2:02:44Speaker 1: intersects with the resources And that the air industry needs
- 2:02:49Speaker 1: to perpetuate what they do. And also the spaces that
- 2:02:52Speaker 1: they would need to deploy these technologies to continue having
- 2:02:56Speaker 1: broad-based adoption in.
- 2:02:59Speaker 3: Their work.
- 2:03:00Speaker 1: So you're a data donor to these companies. You could
- 2:03:05Speaker 1: withhold that data. And that's what those artists and writers
- 2:03:07Speaker 1: are doing. Like they're suing these companies to withhold, to
- 2:03:10Speaker 1: try and create mechanisms by which that data would then
- 2:03:13Speaker 1: be withheld. You probably have a data center popping up
- 2:03:16Speaker 1: around you. If you're at a school environment or a
- 2:03:20Speaker 1: company environment, you're probably having a discussion in those environments
- 2:03:23Speaker 1: right now about what should the AI adoption policy be.
- 2:03:27Speaker 1: And these companies, they like, I was talking with some
- 2:03:31Speaker 1: OpenAI employees just the other day, and they were telling
- 2:03:34Speaker 1: me that it's understood internally that the revenue targets for
- 2:03:39Speaker 1: the company are extraordinary. And they need things to go
- 2:03:44Speaker 1: flawlessly for it to all work out. And so they
- 2:03:49Speaker 1: would need every single person to adopt this, every single
- 2:03:53Speaker 1: space to adopt this. They would need to be able
- 2:03:55Speaker 1: to build their data centers at the speed that they're
- 2:03:57Speaker 1: trying to build them. And so what I would say
- 2:03:59Speaker 1: to everyone of your viewers is let's not make it
- 2:04:03Speaker 1: go flawlessly if we don't agree with what they are doing.
- 2:04:06Speaker 2: Ah, okay, I got you.
- 2:04:08Speaker 1: And then let's build alternatives because the thing is, what
- 2:04:12Speaker 1: I'm saying is not that these technologies don't have utility.
- 2:04:16Speaker 3: It's that specifically the political.
- 2:04:18Speaker 1: Economy that has emerged to support the production of these
- 2:04:21Speaker 1: technologies right now is exacting a lot of harm on people.
- 2:04:25Speaker 1: But we have research that shows that that the very
- 2:04:28Speaker 1: same capabilities could be developed with much more efficient methods,
- 2:04:34Speaker 1: with much less resource consumption. And we have a lot
- 2:04:38Speaker 1: of different other AI systems at our disposal that are
- 2:04:40Speaker 1: like the bicycles of AI that we also know provide
- 2:04:44Speaker 1: extraordinary benefit at very little cost. So let's break up
- 2:04:47Speaker 1: the empire and let's forge new paths of AI development
- 2:04:50Speaker 1: that are broadly beneficial to everyone.
- 2:04:53Speaker 2: It's strange. I think I'm... I've trained myself to deal
- 2:04:58Speaker 2: with dichotomies in my head. And this for me is such,
- 2:05:01Speaker 2: is a dichotomy where I, as a CEO and as
- 2:05:04Speaker 2: a founder, as an entrepreneur and someone that loves technology,
- 2:05:06Speaker 2: I think it's incredible. It's absolutely incredible AI. It's just
- 2:05:09Speaker 2: so amazing and incredible. The things it's enabled me to
- 2:05:12Speaker 2: do and create.
- 2:05:13Speaker 3: No, because it's designed to enable people like you.
- 2:05:16Speaker 2: And my car driving in the morning and being safer, incredible. Um,
- 2:05:23Speaker 2: I think, you know, the billion odd people that use
- 2:05:25Speaker 2: AI tools or chat GPT or whatever it might be,
- 2:05:27Speaker 2: they'd probably say that it's added value to their life. But,
- 2:05:30Speaker 2: and this is the part that people find confusing that
- 2:05:31Speaker 2: you can, and I like, I invest in companies that are,
- 2:05:34Speaker 2: you know, heavily using AI. But, and the big but is,
- 2:05:37Speaker 2: is it possible to think that is true and also
- 2:05:39Speaker 2: think that there are significant unintended consequences, which technology and
- 2:05:44Speaker 2: the history of technology should have taught us to take
- 2:05:46Speaker 2: a moment to pause to talk about?
- 2:05:48Speaker 1: I think this is absolutely, like, you can have both
- 2:05:52Speaker 1: of these things in your head. And what I'm saying
- 2:05:54Speaker 1: is that this tension doesn't have to be a tension,
- 2:05:57Speaker 1: because we could actually preserve the utility and benefits of
- 2:06:02Speaker 1: these technologies, but actually develop and design them in a
- 2:06:05Speaker 1: different way that doesn't have all of these unintended consequences.
- 2:06:08Speaker 2: Yes. And I think there needs to be a big
- 2:06:10Speaker 2: social conversation, which is why I have so many conversations
- 2:06:12Speaker 2: about AI on the show, like, There needs to be
- 2:06:14Speaker 2: a big social conversation about being intentional about the social impact.
- 2:06:20Speaker 2: The social and environmental impact. And that conversation is not
- 2:06:22Speaker 2: being had in government from what I can see. The
- 2:06:26Speaker 2: conversation takes place in the industry. And actually trying to
- 2:06:29Speaker 2: pull it out of the industry and open people's minds
- 2:06:32Speaker 2: to it is hopefully what we've been doing over the
- 2:06:34Speaker 2: last couple of months with this subject.
- 2:06:35Speaker 3: I think it's actually been... happening everywhere outside of the industry.
- 2:06:41Speaker 1: And for local governments and state level governments, there have
- 2:06:44Speaker 1: been huge conversations about this. Everywhere, like I've been on
- 2:06:47Speaker 1: book tour, I've been to dozens of cities around the world.
- 2:06:51Speaker 1: People are having these crucial conversations everywhere. I have not
- 2:06:56Speaker 1: gone to a single city.
- 2:06:57Speaker 2: Yeah, it's everywhere. Even here in South Byrd.
- 2:06:59Speaker 1: Yeah, I haven't gone to a single city where the
- 2:07:01Speaker 1: room is not packed and people are not wrestling with
- 2:07:04Speaker 1: the same exact questions as every other person in every
- 2:07:06Speaker 1: other room that I've been in.
- 2:07:08Speaker 2: Speaking of packed rooms, I know you've got to go
- 2:07:10Speaker 2: because you've got to talk today. So we've got our
- 2:07:13Speaker 2: last question, which is the closing tradition on this podcast.
- 2:07:15Speaker 2: How would your advice to a friend with a terminal
- 2:07:17Speaker 2: diagnosis differ from what you would do yourself? That's a
- 2:07:23Speaker 2: great question.
- 2:07:24Speaker 3: Differ from what you would do yourself? Oh, my God.
- 2:07:28Speaker 3: I would tell them, like, enjoy, like, live life for yourself.
- 2:07:33Speaker 2: You wouldn't do it.
- 2:07:34Speaker 3: And take it easy. And, yeah, I.
- 2:07:38Speaker 3: I am not taking it easy.
- 2:07:39Speaker 2: Well, I think it's a good thing you're not taking
- 2:07:41Speaker 2: it easy because you're leading a conversation, which is incredibly important.
- 2:07:44Speaker 2: And I think that's the thing. I think the conversation
- 2:07:46Speaker 2: is the important thing. And so, you know, because of
- 2:07:49Speaker 2: algorithms and echo chambers, it's so rare to have a
- 2:07:51Speaker 2: conversation these days, especially a long form one I agree
- 2:07:55Speaker 2: like this so I think they're so important and your
- 2:07:56Speaker 2: book is for anyone that's curious about I think a
- 2:08:01Speaker 2: lot of people would have learned a lot of stuff
- 2:08:02Speaker 2: today because I sit here with and interview AI people
- 2:08:04Speaker 2: all the time and I've learned so much today from
- 2:08:06Speaker 2: reading your book and the extensive objective perspective that your
- 2:08:10Speaker 2: book takes you're able to unravel all of these stories
- 2:08:13Speaker 2: that we sometimes see in tweets and we don't know
- 2:08:14Speaker 2: if they're true or not because you've gone and met
- 2:08:16Speaker 2: the people and you've done your research and you're an
- 2:08:18Speaker 2: incredibly intelligent person extremely intelligent person who clearly has humanity's
- 2:08:24Speaker 2: interests as your North Star. And that shows up in
- 2:08:27Speaker 2: everything you do and everything you say. So please continue
- 2:08:29Speaker 2: to fight in the way that you are because it's
- 2:08:32Speaker 2: an incredibly important one. It's people like you that are,
- 2:08:34Speaker 2: I think, galvanizing the world to take the collective action
- 2:08:40Speaker 2: that we're starting to see everywhere. Empire of AI, Dreams
- 2:08:44Speaker 2: and Nightmares in Sam Altman's OpenAI by Karen Howe. I'll
- 2:08:47Speaker 2: link it below for anyone that wants to read this book.
- 2:08:49Speaker 2: I highly recommend you do. It's a New York Times
- 2:08:50Speaker 2: bestseller for good reason. Karen, thank you.
- 2:08:53Speaker 3: Thank you so much, Stephen.
- 2:08:55Speaker 2: YouTube have this new crazy algorithm where they know exactly
- 2:08:57Speaker 2: what video you would like to watch next based on
- 2:09:00Speaker 2: AI and all of your viewing behavior. And the algorithm
- 2:09:03Speaker 2: says that this video is the perfect video for you.
- 2:09:07Speaker 2: It's different for everybody looking right now. Check this video out.
- 2:09:10Speaker 2: I bet you, you might love it.