Thank you to everyone who joined me live. It was an amazing group who asked brilliant questions and shared their own ideas and thinking. Please join me again soon for another conversation about the things that really matter:
The Truth Behind the Tech/AI Headlines
What’s Gone Wrong with the World (and How to Fix It)
How to Prepare for the Next Decade
Remember, we make the future!
Misha
In case you missed it, here’s what we covered in the show:
SpaceX’s stock crash — down from a peak of $225 to around $111–$115, well below its $135 IPO price, driven by investor doubt over Musk’s AI pivot, a looming August 6th share unlock, and a recent Starship engine failure — Bloomberg: SpaceX Stock Drop Seen as Investor Verdict on AI
Jensen Huang’s surprise first-ever tweet — after years of staying off Twitter, why NVIDIA’s CEO finally joined, and what it signals about Big Tech needing public buy-in for AI — Jensen Huang’s tweet
“Open Weights and American AI Leadership” — the policy letter Huang shared, signed by 35+ companies including NVIDIA, Microsoft, Meta, Google, and OpenAI — and why Anthropic, Apple, and Amazon notably didn’t sign — read the letter
Why Google is betting everything on infrastructure — Google’s record-breaking earnings, why it’s Cloud (not Search) driving the real money, and the case for why Google may end up dominating the AI race regardless of who “wins” the model war — Fortune: Google’s biggest quarterly profit ever
The China angle — how Chinese labs like DeepSeek and Moonshot are competing on price and openness instead of raw model power, and what that means for who actually shapes the future of AI
AI2040: Plan A — a serious proposal from former OpenAI researcher Daniel Kokotajlo’s team to intentionally slow the US-China AI race until 2040 — read Plan A
Demis Hassabis’s new AI safety framework — and why it looks a lot like Google proposing to regulate itself — read the essay
Mira Murati’s Thinking Machines manifesto — “The Future Worth Building Is Human” — and why the promise of AI that serves you doesn’t match how these systems are actually built — read the manifesto
Why Our Systems No Longer Work — a system that outputs a trillionaire is a broken system. My essay series — From Atlantis to AI: 2,400 Years of Technology Through the Lens of the Greeks — takes you on a 2,400-year journey to understand why, and how to fix it
Your questions, live — crypto, AI concentration, opting out of the system, and more.
