9/25/25: Iran Warns Of Israeli Attack, Data Centers Spike Electricity Cost, AI Takeover Dire Warning

25 Sep 2025 · 53 min · 27 chapters

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In short

The episode links three stories: Iran-Israel tensions, rising electricity costs tied to AI/data centers, and a “dire warning” about superhuman AI. For Iran, Ryan describes attending a meeting with Iranian president Masoud Pezeshkian during UN week in New York.

Key claims

Iran’s moderate reform platform is being met with expected assassination attempts; Pezeshkian said Israel/US kill negotiators and civilians, and Iran has a “protocol for transfer of power” (5–6 successors).

Notable examples

Iran alleges Israel’s nuclear program via an Iranian state TV documentary; Ryan notes Israel’s Iron Dome/air-defense depletion and claims Israel can’t fathom Iranian missiles penetrating defenses.

For North Carolina, hosts argue legislation S266 (overriding Gov. Josh Stein’s veto) prioritizes data centers in power shortages, shifting costs toward consumers. Examples: Blue Ridge Power shutting down (517 layoffs) and claims Amazon plans $10B in NC data centers; AI chatbots and water demands are cited.

Guests

Nate Soares, president of the Machine Intelligence Research Institute; co-author of “If Anyone Builds It, Everyone Dies.” He argues superintelligent AI could kill humanity due to opaque “grown” systems, lack of second tries, and infrastructure automation.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Iranian President's Speech Highlights

0:35 to 1:33

Insights from the Iranian president's speech regarding Israel and regional tensions.

“I have been with Rasmussen University since 2013.”

Iranian President's Speech Highlights

1:54 to 2:06

Insights from the Iranian president's speech regarding Israel and regional tensions.

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Iranian President's Speech Highlights

2:24 to 3:29

Insights from the Iranian president's speech regarding Israel and regional tensions.

“The scheme encompasses vast swaths of the region.”

Analysis of Iranian Political Climate

3:29 to 6:05

Discussion of the Iranian president's reformist stance and the challenges he faces.

“What did you hear in that meeting you were able to attend?”

U.S. and Iranian Relations

6:05 to 8:30

Exploration of Iran's perception of the U.S. political system and existing tensions.

“And then you're sort of like, well, why?”

Potential for Military Conflict

8:30 to 10:59

Discussion on the likelihood of future attacks on Iran and strategic implications.

“They were like banned from Costco or something.”

Iran's Defense Capabilities and Strategy

10:59 to 13:32

Insights into Iran's military strategy and responses to Israeli threats.

“and seem to be part of the strategy of, okay, we're going to do something because we have to do something.”

Iran's Nuclear Allegations Against Israel

13:32 to 14:01

Discussion on Iran's claims regarding Israeli nuclear activities and military intentions.

“do they actually work against hypersonic missiles?”

Iran's Claims Against Israel

14:01 to 17:20

Learn about Iran's perspective on its actions and claims regarding Israel's nuclear program.

“Israel doesn't seem to be interested in just coexistence with really any of their neighbors.”

Iran's Claims Against Israel

18:23 to 19:13

Learn about Iran's perspective on its actions and claims regarding Israel's nuclear program.

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Show all 27 chapters

Skyrocketing Electricity Costs in North Carolina

19:24 to 24:09

Explore the implications of rising electricity prices and legislative actions in North Carolina.

“so I'm gonna let you set this one up as well.”

Impact of Data Centers on Local Communities

24:10 to 28:00

Understand how data center policies are affecting consumers and local resources.

“Now we'll get into some of the data center activity that's going on in North Carolina.”

Data Centers vs. Democratic Processes

28:00 to 31:10

Explore how data centers influence energy production and democracy.

“And the Duke Energy guys are going to win out every time.”

Data Centers vs. Democratic Processes

31:37 to 32:27

Explore how data centers influence energy production and democracy.

“Bahamar, located in Nassau, Bahamas, offers your choice of three luxury hotels.”

Introduction to AI Expert Nate Soares

32:37 to 33:49

Welcome AI expert Nate Soares to discuss his new book on AI risks.

“Get tickets now at LiveNation.com Don't miss Guns N' Roses.”

The Risks of Superintelligent AI

33:50 to 35:54

Understanding the dire warnings about the development of superintelligent AI.

“Well, I mean, I know this was an intentional choice.”

Growing AI vs. Traditional Technology

35:55 to 37:56

Discuss the differences between AI development and traditional technology.

“Like where does it get the energy to sustain itself indefinitely?”

The Unpredictability of AI Behavior

37:57 to 39:51

Investigate the unpredictable nature of AI and its implications.

“So, as you say in your laptop, if something goes wrong, if there's an error or a crash, there's a programmer who could, in principle, trace that down and say exactly what happened.”

AI's Interaction with Robotics

39:52 to 42:00

Explore how AI integrates with robotics and the implications for society.

“So they tried to make it speak less woke.”

Debating AI's Alignment Problem

42:00 to 45:50

Discussion on whether AI can help solve the alignment problem before superintelligence arises.

“And do you think that that's the best argument or are there other ones that you think are more persuasive?”

The Ant Analogy and Human Survival

45:50 to 49:55

Exploring the relationship between humans and superintelligent AI, likening it to humans and ants.

“Yeah, I could say more about why I expect the AI to kill us anyway.”

Expert Opinions on AI Catastrophe

49:55 to 52:48

Insights from AI experts on the potential risks of superintelligence and societal implications.

“You know, if a plane was going to, if one engineer was saying, I looked at this plane, I have some expertise.”

Calls for Regulation and Shutdown of AI Development

52:48 to 55:58

Discussion on the need to halt superintelligent AI development to prevent catastrophic outcomes.

“hogwash and you don't think that any of this is going to come to pass.”

The Future of AI and Its Risks

56:00 to 58:14

Discussion on the potential timeline for AI advancements and associated risks.

“You know, I think right now there's a very small pool of people who can really push these AIs further and faster.”

Encouragement to Explore Resources

58:22 to 58:41

Encouragement for listeners to read more about the dangers of AI.

“It doesn't take that long to get the point.”

Encouragement to Explore Resources

59:16 to 59:43

Encouragement for listeners to read more about the dangers of AI.

Encouragement to Explore Resources

59:46 to 1:00:16

Encouragement for listeners to read more about the dangers of AI.

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Transcript

Automatic transcript. May contain errors.

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1:35Nate Soares:Hey guys, Sagar and Crystal here.

1:37Ryan Grim:Independent media just played a truly massive role in this election, and we are so excited about what that means for the future of this show.

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2:01Nate Soares:We need your help to build the future of independent news media, and we hope to see you at breakingpoints.com.

2:06Ryan Grim:So Ryan was out yesterday, but for a very interesting reason. He actually got to attend a meeting of journalists and activists with the Iranian president, who of course was in town in New York City for the UN meetings. Let's go ahead and take a listen to a little bit of what the Iranian president had to say in his speech there about Israel. Ladies and gentlemen, today after nearly years of genocide, mass starvation, the perpetuation of apartheid within the occupied territories, and aggression against its neighbors, the ludicrous and delusional scheme of a greater Israel is being proclaimed with brazenness by the highest echelons of that regime.

2:45The scheme encompasses vast swaths of the region. The map itself lays bare the true intentions of the Zionist regime, intentions that have, of late, been openly endorsed by its criminal prime minister. None in the world is secure from the aggressive machinations of this regime. It is manifest that the Zionist regime and its sponsors no longer even content themselves with normalization through political means. Rather, They impose their presence through naked force and have styled it peace through strength. Yet this is neither peace nor power. It is nothing but aggression rooted in coercion and bullying.

3:26Ryan Grim:So, Ryan, that was some of the public messaging there from Iran. What did you hear in that meeting you were able to attend? Yeah. And so for context for people, this is Masoud Pazeshkian was elected on a platform of basically moderate reformism and an argument that Iran needs to get out of its isolationist posture and get back into nuclear negotiations with Europe and the United States. You know, there are a lot of divisions within Iranian society over that question. And so his victory represented the ascension of that kind of viewpoint. And then on the day of his inauguration is when Israel killed Haniyeh in Tehran, which was used by the hardliners to say, look, how many times do we have to tell you?

4:12Ryan Grim:You can't work with these people. They don't like you. All they want to do is undermine you. And it was very interesting hearing from him because in some ways he seems like in over his head is a little unfair, But he seemed to be genuinely outraged and flummoxed at the situation that he's in. He just kept saying, he's like, I can't watch television, seeing what they're doing to these children. Like, it tears me up. It's like, they follow no international laws. They invite us to peace talks and kill our negotiators. Yeah. And the they in that circumstance was the U.S. The U.S. and Israel. And he also said, I asked him if they were going to do anything fundamentally different after the 12-day war.

5:10And I don't know if it was an awkward thing where 10 people would ask questions and he'd answer them all kind of at once. One thing he said was that since the 12-day war, they have now put in place a protocol for transfer of power. So that there are now, he said, five or six people below him. so that he said, if they take me out, there are five to six people to take my place, which they didn't have it, you know, that laid out before. And at the same time, you could kind of feel from him a sense of his own mortality, which is wild because it's like he's 70 years old. He's at the pinnacle of his career, wins the presidential election, is trying to negotiate a way towards peace.

5:57but also you could just feel it in the back of his mind. He understands that they might try to kill him.

6:05Ryan Grim:Yeah. And then you're sort of like, well, why? Like how is killing this moderate guy who wants to do peace negotiations? Like how does that help at all? It's like, well, don't ask why. Like they're probably going to do it anyway. And for Israel, I mean, Netanyahu is always opposed diplomatic negotiations, whether he was opposed to the original Obama nuclear deal. So, you know, for him, having a moderate reformer in there that's interested in diplomatic negotiations is not a plus. Yes, historically, whether it's inside the PLO or even in Hamas, the people arguing for more moderation within those organizations have been more likely to be assassinated by Israel than the hardliners because the hardliners serve the narrative purpose of we have to do.

6:52We have to do endless war here. At the very beginning of the meeting, he waxed very philosophical and poetic about how small we are in the scheme of things. You look at the planet from the galaxy. We're all one planet. We all have such a short time on this Earth.

7:14Ryan Grim:Before AI destroys us all. Yes, exactly. In his case, it probably won't be AI that gets him, although some version of it. He's like, what are we fighting about? There's one country in the region that just refuses to recognize its boundaries. And there seemed to be a resignation about it, almost a fatalism. And the other kind of thing that you could pick up from the meeting is just how divorced from American society and culture the Iranians are. Like they genuinely just don't understand our political system. And he even said, we don't have any lobbyists. Because of the sanctions, they basically can't hire any lobbyists or any consultants.

8:00And he said, we don't have any lobbyists to help us figure out your system. They're basically left to just read the New York Times and watch Fox News or Tucker Carlson to try to figure out how they can maneuver within our system. Whereas, as he pointed out, Israel is the opposite.

8:20Ryan Grim:Yeah. They have have friends everywhere in Washington. But it it really did show that, like, they're pretty clueless. There was some news about how they're only allowed to go like three blocks while they're in New York. They were like banned from Costco or something. They can't go to Costco. They can't go to Sam's Club. They can't go to they can't do any shopping. And there's like this three block radius, this hotel where this meeting was held and then they can get to the U.N. And that's it. There's a real fear among the pro-Israel faction that if an English-speaking Iranian can get in front of Trump, that they can be persuasive.

9:03Because they have a persuasive case that aligns with what Trump wants, which is no war. Like, that's what they want, too.

9:10Ryan Grim:And is he English-speaking? Not really. Not really. No. So he was, the whole interview was through an interpreter. Yeah. And so is their expectation strongly that they're going to be attacked again? They are basically certain of it. And it's a matter of when. And they think it's going to be very soon. And nobody really knows why. There's no real explanation. Why are they going to be attacked again? But Netanyahu continues to say openly that this is the year they have to do it. They have to just finish off the Iranian regime. But as he said, that's not going to happen. And so then what? So another point that he made in the conversation was they expected that they would hit these top generals, hit these scientists, they'd cause chaos, hit these civilian areas, and people would come out in the streets and the government would fall.

10:10And that didn't happen. And the government is in a firmer position, I think, than Israel understands. um like what is it and what does it even mean for the government to fall like who like there's the the own there's really no kind of um like who's like who's coming in like just it's there's no it's just not a thought out process yeah they imagine you can kill the

10:34Ryan Grim:ayatollah he's like in his 80s yeah they imagine like the shah's son is gonna fail son is gonna yeah pick up the pieces right there's these guys yeah who think they're gonna fly into tehran but On the back of what? Like it doesn't. And so, yeah, can they continue to kill scientists and generals and bomb infrastructure? Yes. But then, but to what end? So during the 12-day war, Iran's, after we joined the fight overtly and bombed their nuclear facilities, their response to us was pretty limited. and seem to be part of the strategy of, okay, we're going to do something because we have to do something.

11:16Ryan Grim:But it's not going to be anything that's going to make you too mad. Is there any sense of like that was the right strategy, that was the wrong strategy, we'd handle it differently next time? Do you have any sense of that? Yeah, they – I think as far as their response to the United States, I think they think that was the right one. They won a friendly relationship with the United States. So, yeah, what they did is they called Trump and said, we're going to hit your base in Qatar in, like, two hours. Like, do you need more time? Is two hours okay? He's like, no, two hours is good. So they cleared everybody out.

11:47It landed, like, in the sand of the base, and they called that a day. Now, I asked him what his analysis was of why the 12-day war ended. And it was unclear if it was, again, like a direct response to that question. But what he said in the response question was he said basically they – Israel did not expect that any missiles, let alone Iranian missiles, could penetrate their air defenses. And he said it would be untoward to, like, get into the kind of details of what the damage was that their missiles created. but he felt that it was that, that their ability to get missiles through the Israeli air shield is what actually pushed them to end it.

12:33Ryan Grim:There was some reporting about that at the time, that the number of interceptors that Israel had in stockpile were rapidly dwindling and diminishing. And so there was a sense that there was some pressure on them as well to, you know, not that they were sustaining the level of damage that Iran was sustaining, But they were running into some capacity issues where it wasn't like, oh, this will be it forever, but we could use a little bit of time to regroup and replenish our stockpiles. Right, yeah. The Iron Dome and the other elements of it were significantly depleted. Because it takes almost like a year to make the amount that we used in 12 days.

13:12there. Now Israel is saying it is now developing this laser technology, which would be a game changer if it worked, because the lasers cost a couple bucks each, once you have them up and running. So that would be if that actually worked. But on the other hand, do they actually work against hypersonic missiles? That's something we'd have to find out. I'm going to see if there's anything else that was interesting from that. Yeah, they could not fathom that any missile, let alone an Iranian missile, could penetrate their air defenses. Yeah, he said, if they take me out, five to six steps down the line have been planned for.

13:51Iran is not Gaza. Iran is not Lebanon. Iran is not Syria. Iran is different. Making the argument that, like, this plan you have is, like, we're not going anywhere.

14:01Ryan Grim:Yeah. You have to live with us. Yeah. Israel doesn't seem to be interested in just coexistence with really any of their neighbors. And he had another line where he said, it is not Iran that is a supporter of terrorism in the region. And he said that a lot. You could tell from his perspective, he's like, we're constantly showing restraint. And they're constantly killing civilians. How are we the terrorists? That's kind of their perspective. Yeah. How many new wars have we started, for example? Let me put D2 up on the screen and just get your reaction to this news item. Iran airs footage it claims shows details of alleged Israeli nuclear program.

14:41Ryan Grim:Iranian state TV broadcast images of documents and footage it claims relate to alleged Israeli nuclear activities. The documentary shows copies of passports said to identify Israeli scientists, along with info on the location of military sites. Airs footage said to have been filmed inside the Dimona reactor in southern Israel. And they said in this documentary, the intel minister of Iran said that they had used information obtained in June to hit sensitive sites inside Israel that month. And they claimed before the June war to acquire thousands of classified Israeli documents, including details on nuclear and military sites.

15:16Ryan Grim:So a kind of show of intel force, I guess, here saying, listen, you're not the only ones with spies and access to this kind of inside intelligence. Yeah, they had teased this, if you remember, right before the war. They basically saying they had everything. And so now they're finally putting some of this out. But again, it would actually go back to, you know, if any other government had this kind of stuff, they'd leak it to the New York Times or they'd find more sophisticated ways. To publish rather than in some weird Iranian state TV documentary. Iranian state TV documentary that is, okay, that's fine.

15:55But like, right, if they had SKDK advising them on, like, how do you want to influence the American public on this?

16:04Ryan Grim:Yeah. They'd be like, I know who you need to leak this stuff to. But yeah, they just don't have that. And that's another function of sanctions, which to me, the America first argument against these kinds of sanctions would be America should make the best foreign policy decisions that it can in its own interests. And in order to do that, you either want no foreign interference, no foreign influence in your decision making, or you want to hear from everybody. And we're not going to kick them all out. So to me, it's just like Russia should be able to level the Iran, North Korea, like let them all lobby.

16:46Let them all make their case and make it in the open. They've got to register with Farah. We want to know who their agents are, what and what case they're making. And then we make a decision. But this this idea where you hear where Trump hears only from one side and zero from the other and then and then launches us into a war. It's not helpful for us.

17:09Ryan Grim:Yeah. Bibi's making another trip to D.C., by the way. Another White House visit. His fourth in one year. Yeah. Yeah, incredible. There you go. Like, he really has not had to do any laundry in Israel. This whole year. Get it taken care of. Shortly after I enrolled at Rasmussen, I was diagnosed with breast cancer. It was like a bomb had just been dropped in my life. I reached out to Rasmussen. They immediately were like, Rosa, take what time you need. You can come back when you're ready. We are cancer-free today, and I'm just so grateful for Rasmussen for all of their support throughout my journey and for my own village.

17:46Rasmussen University. Find your seat and start now at rasmussen.edu. Hi, Ryan Reynolds here for Mint Mobile. Are you looking for a beach read this summer? May I suggest your big wireless bill. It's got suspense, mystery, a slightly flat emotional arc, and a shocking twist where you realize you've been overpaying the entire time. Fortunately, though, Mint's story is better. Every plan,$15 a month, even unlimited. That's it. Happy ending. Zero tears. Give it a try at mintmobile.com slash switch. Upfront payment of$45 for three months,$90 for six months, or$180 for 12-month plan required. $15 per month equivalent.

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19:23Ryan Grim:You've also been tracking this story on of North Carolina, so I'm gonna let you set this one up as well. But, you know, Sagar and Ryan covered in something we've been tracking. skyrocketing electricity prices, I feel is one of the undercover stories of the year, truly, both in terms of people's lives, also in terms of how it could have political impact. And there's some pretty nefarious legislation that is moving through state legislatures and specifically in the state of North Carolina. Yeah. And it moved all the way through. And this is, yeah, this is a story that's happening all across the country.

19:57But North North Carolina is a particularly interesting place for us to look because North Carolina actually really leaned heavily into renewable energy, clean energy. Like they have tens of thousands, maybe like maybe over 70 ,000 jobs, like just directly in the clean energy industry. And because of that, the North Carolina senators, you know, have been very stridently defending clean energy in the Senate. Tom Tillis announced his retirement, the Republican senator from North Carolina, in a speech opposing Trump's big, beautiful bill. He ended his career. He's like, you have no idea how bad this is going to be for North Carolina.

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20:38I'm out of here. Like, you're going to primary me over this? Fine. Like, I quit.

20:42Ryan Grim:Yeah. Like, this is so stupid. So let's start actually with E6 control room. I'm sorry, this is out of order here. But this is a report from just this week that solar company Blue Ridge Power is just straight up shutting down. So this layoff of 517 workers that you see up on the screen, Asheville and Fayetteville, is everybody. Like they're just rolling up shop. This is a company that was launched in 2021 at the height of the kind of pivot towards clean energy in North Carolina being the place where so much of this was going. And we try to remember some of these numbers. So the Blue Ridge reports that it built seven gigawatts of solar infrastructure across the country.

21:36It had like something like 30 gigawatts in in the works, which we'll get we'll get back to those those numbers. If you hear from Trump, solar and wind are fake. It's a giant hoax. They don't actually produce any power. 30 gigawatts is an enormous amount of power. Something like 70 to 90, somewhere between 70 to 90 percent of all new power added to the grid over the last several years has been renewable energy. So the idea that it's like doesn't do anything is is complete nonsense. So we'll get back to this in a second. Now we can go to E1. So over the summer, there was a bill pushed through the North Carolina legislature called S266, which did something utterly extraordinary.

22:25And first of all, its lead sponsor was the former CEO of Duke Energy, which is like the big utility. Yeah, in Virginia too. In Virginia and North Carolina, they've got this Appalachian area locked down. So this former CEO pushes through this bill. And what does the bill do? So it says that going forward, if there is a contest between consumers and data centers over who gets the power, if there's limited power, the data centers are going to get it. And when it comes to who's going to pay for it, it's going to be more on the consumer side than it's going to be on the data center side. Like a straight up giveaway to the data center industry in North Carolina.

23:25And you're like, wait, that's impossible. Seriously? No, but go look it up. Like that's actually what the bill did.

23:32Ryan Grim:Yeah. And the numbers, if I'm recalling correctly, it's like right now, like regular residential consumers, they use 40 % of the power and they pay 40 % of the cost. if you just kept the landscape the same with this bill passed, they would now pay, basically, they would still consume about 40 % of the electricity and they would pay 50 % of the cost. Right. So they're not putting everything, but your electricity bills are going to go up to subsidize these giant data centers backed by some of the largest and most profitable companies on the planet. Yeah, exactly. Incredible. And so meanwhile, North Carolina is now, So that bill was vetoed by Democratic Governor Josh Stein, and then a combination of Republicans and a handful of Democrats overrode his veto in the legislature.

24:21So that that bill is now law. Now we'll get into some of the data center activity that's going on in North Carolina. We could roll E2 here for more perfect union. I'm standing at the site of Metta's new 10 billion dollar data center in Richland Parish, Louisiana. It'll be the largest data center the company has ever built, about the size of Manhattan. The project is already bringing about big changes to this small town way of life here. A lot of folks are on their own. And if they are on a very strict budget, they're going to have to adapt. And if they don't, they won't make it. I don't know that gutting 2 ,500 acres of land just so we can mine data so that we can better market and sell people stuff, I feel like it's getting carried away.

25:05Why are the data centers coming to the small rural towns? They're coming here to benefit themselves. They're not coming here with intentions on benefiting the community. And see, that's a little bit unfair. They're not just mining data so that they can more effectively market stuff. We can put up E3 here. You can also, what, chat with a horse? Is that right?

25:26Ryan Grim:Yeah, that's right. A literal horse. This is on Meta, I believe, where you can create these custom chat bots. Yes. Another one was like strict parents, rich, but strict parents was I know another one that was popular on there. So, yeah. So the glories of technology. And if you're just listening to this, the tweet was something like your electric bill is going up 30 percent. So you can chat with this horse. And of course, it's not just energy. It's also water. You can put up E4. This is another North Carolina, local North Carolina news headline. And AI data centers would need millions of gallons of North Carolina's water supply a day.

26:04Everybody loves these free chatbot chatting with the horse. Turns out, shockingly, there's no such thing as free. Put up E5 here. So Amazon itself is planning to invest$10 billion with a B dollars in North Carolina data centers in an AI push, which is finally starting to be controversial. People are like, hold on a second. We're paying, like, how are we benefiting from this? This is not so cool. So you were saying that they're trying to do that in your neighborhood too? Yeah, I was just looking at the update on it.

26:45Ryan Grim:It looks like the Board of Supervisors said no, and Amazon is suing because they feel they have a right to build this data center in our town, apparently. But abundance bros got to swoop in. That's right. Yeah. They got to get they got to get these these NIMBYs in check, I guess. But I mean, there's so much to be said about this problem, both from a Naomi Klein talks about this movement as being sort of anti-creation because they want to sort of suck up all of the natural resources, whether it's energy or whether it's water, whether it's just land is another big part of it. in order to create this sort of like weird AI shadow world that is only going to benefit, you know, economically.

27:31Ryan Grim:It's going to further consolidate wealth and power in the hands of a few. So it's obviously very dystopian. I don't think it takes a rocket scientist to figure out, given that we do know a lot about our political system and most people have some experience with it, that when you have that contest between regular random person and giant corporation for the energy and who's going to foot the bill, what direction they're going to go in. Because I guess like Iran, we don't have lobbyists. We don't. Yeah. And the Duke Energy guys are going to win out every time. Right. You can see how democratic the North Carolina legislature is, low-D democratic.

28:11It's like maybe 10 power centers or data centers or whatever. There's millions of people.

28:16Ryan Grim:Right. And yet the data centers win. People will all suffer. the data centers will win. Speaking of democracies, Chairman Xi was at the UN this week and followed Trump's speech where he told everybody that wind and solar is a hoax. Climate change is a hoax. It's a scam. Green energy is a scam. Somehow, Chairman Xi is being completely fooled by the hoax. So let's roll some of his remarks before the UN. So he says, however the world may change, Ryan, China will not slow down its climate actions, will not reduce its support for international cooperation, and will not cease its efforts to build a community with a shared future for mankind.

29:07Ryan Grim:China is willing to work with all parties to earnestly honor the principle of common but differentiated responsibilities, do the utmost respectively and collectively and build a clean, beautiful, and sustainable world together. And I think we probably get the point of what's going on here. You know, I was thinking about the way the political dynamics of this, Ryan, have flipped because you started with the layoffs at this solar company. And, you know, previously it was like the lefty green energy people who were supposedly the like job killing, you know, haters. And now we're in a totally different dynamic.

29:41Ryan Grim:I mean, first of all, the industry has progressed and the science has progressed significantly. The tech has progressed significantly so that it's much more powerful, much more affordable. And you can see that, you know, China is leading the world in development of all, if not most, you know, most, if not all of these technologies. The Biden administration made like the tiniest bit of investment in that direction. And it was starting to bear some fruit. And now Trump, it's not like he has an all of the above strategy. He has an active vendetta against any sort of green energy, which is incredibly counterproductive for him politically, certainly for American consumers.

30:17Ryan Grim:You can see it in the electricity price hikes, which is partly about the Big Beautiful Bill, partly about these AI data centers, partly about increased demand because of the climate crisis. And you can see it in terms of job losses like this. So it seems to me like the historic political dynamic that Trump still has wrapped in his 1990s brain has now reached an inflection point where the landscape of both jobs and cheap energy is all in the direction of really investing in renewable and green energy. Yeah, we're maxed out on the dirty stuff. If you want to expand the energy production of the country, you have to do it through these new types of energies.

30:56And Trump doesn't want to do it. So we're just going to get super high electric bills and then rolling blackouts.

31:04Ryan Grim:Sounds great. China will be OK, though. I have been with Rasmussen University since 2013. All virtual. All of my professors throughout the entire journey have been nothing but supportive of making me reach my dreams. Rasmussen professors, they want to see you grow so that you can be what you want your school to be. I'm so thankful for Rasmussen University for being able to make it so easy and seamless. Rasmussen University. Find your seat and start now at rasmussen.edu. Discover a spectacular island destination with crystal blue seas, endless sunshine, and the cool Bahamian breeze. Bahamar, located in Nassau, Bahamas, offers your choice of three luxury hotels.

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33:08Ryan Grim:I have another important AI story for you as well related to this. So let's go ahead and bring our author in now. We're very fortunate to be joined this morning by an AI expert who has a new book out with a dire warning. Let's go and put the book jacket up on the screen. So Nate Soares is the president of the Machine Intelligence Research Institute. really focuses a lot on what is called AI alignment. And he has just co-authored a new book titled that you can see there. If anyone builds it, everyone dies. Why superhuman AI would kill us all. So no ifs, ands, or buts. If they develop superintelligence, your argument is that humanity will be destroyed.

33:46Ryan Grim:Nate, welcome. Great to have you.

33:48Nate Soares:My condolences about the book title.

33:49Ryan Grim:Yeah. Well, I mean, I know this was an intentional choice. You don't want to say, well, maybe. And if we don't, it's possible. You know, this is, if superintelligence is developed, this is what's going to happen. What gives you confidence, that level of confidence in that prediction?

34:06Nate Soares:You know, there's a bunch of reasons that make it look somewhat overdetermined. So the way we build modern AI is more like growing it than like carefully crafting it. No one knows exactly what's going on inside these things. Humans understand the process that tweaks all sorts of numbers, you know, trillions and trillions of numbers inside these AIs. They don't understand what comes out the other end. We've already seen signs that they are developing the very beginnings of preferences and drives, perhaps, that nobody wants, nobody asked for. So that's one whole part that makes it difficult. Another thing that makes it difficult is we don't get second tries on building smarter than human AIs.

34:48Nate Soares:If we build machines that are smarter than us, that can develop their own technology, develop their own infrastructure. And if they run off autonomously and, you know, grab control of the world's resources, there's no redos if they're going in the wrong direction. That's a very difficult problem for science. And then, you know, a third branch is the current industry does not really seem to be taking this issue with the gravity it merits. You know, the approaches on this problem, even the people who are most optimistic say there's, you know, a one in four chance this kills everybody or does an equivalent disaster.

35:27Nate Soares:I think those numbers are low, but the field is racing ahead even while, you know, everyone from the Nobel Prize winning godfather of the field to the lab heads to half the researchers say this is incredibly dangerous stuff. People are sort of locked in a race. Each of those three individually would be hard to deal with if that was our only problem. All three problems seem to me to mean we just need to back off. How does a super intelligent AI solve the energy problem? Like where does it get the energy to sustain itself indefinitely? So a modern AI runs in a data center that takes as much electricity as a small city.

36:11Nate Soares:A human runs on about as much electricity as a large light bulb. So we know it's possible technologically to run very smart, or at least human level smart intelligence on less electricity, less matter. AI isn't there yet, but if you get much smarter than human AIs that can think 10 ,000 times faster, that can copy themselves, that don't need to sleep, that don't need to eat, and they work on these challenges. There may be a period of time where they rely on human infrastructure, but eventually they're going to get off of the human infrastructure, get on to more efficient

36:53Nate Soares:systems, and automate the infrastructure that humans are currently doing. That can ultimately be done by robots, which are more robust, operate faster, more reliable. Eventually, if we keep pushing to machines that are smarter than us, you'll eventually see them on their own infrastructure.

37:13Ryan Grim:One of the things that was a shift in how I was conceptualizing AI, or somewhat of a shift, and I've done some reading prior to your book as well, was your description, which you mentioned before, of this isn't something we created, this is something we grew, which very different from other technologies. You know, I don't know how this laptop works, but the person who engineered it knows how it fits together and has a predictable, like, idea of what it's going to do if I push this button or that button. AI is totally different from that. And it, I think, is useful, your way of conceptualizing it, as basically like we created these sort of alien beings and are intentionally racing towards trying to make them vastly more intelligent than we are.

37:55Ryan Grim:Can you speak a little bit to that for people who haven't conceptualized it in that way and why that creates a more profound risk than people may realize?

38:05Nate Soares:Yeah, absolutely. So, as you say in your laptop, if something goes wrong, if there's an error or a crash, there's a programmer who could, in principle, trace that down and say exactly what happened. They know what every line of code means. They could fix it. Right. When an AI threatens a reporter, which started happening a couple of years ago, when an AI in the lab tries to escape, which we've seen in some lab conditions, we don't know exactly what's going on. Maybe it's sort of role playing. We can't tell because these things are grown. But when an AI tries to escape, when an AI encourages a teen to commit suicide.

38:47Nate Soares:nobody can go in and find exactly some line of code that caused that to happen you know it's not like there's there's some bug in the in the human handcrafted lines where they can say oh whoops i didn't know that this would have that interaction right these uh the way modern ai is made is we take a huge amount of computing power and a huge amount of data and there's a known process for tweaking the numbers inside the computers to better predict the data. But this runs for a huge amount of time. These things can take a year to train. We understand the process for tweaking the numbers. What comes out the other end?

39:25Nate Soares:Completely opaque. There are people who are trying to understand what's going on in there, and they're making small amounts of progress. But the progress they're making is very slow compared to how fast these AIs scale up. And we're already seeing signs of AIs doing things nobody wanted, doing things nobody asked for. And we're seeing signs that the people who would like to be in charge can't point these AIs where they would like to point them. You have the case of Elon Musk's XAI and their Grok chatbot, which was speaking too liberal for their tastes. So they tried to make it speak less woke.

40:02Nate Soares:And then it started declaring itself Hitler. Right. On neither end of that spectrum, presumably, was where they wanted the AI to be. But these aren't programmers carefully crafting things exactly as they want. These are people sort of growing a whole new type of entity that they have very little direction over. Back to the robot point. So how do the AIs interact with the robots? So, you know, robots are an easy way to visualize. AI is getting control over the physical world. And we are seeing people build lots and lots of robots and say, you know, we want to train the AIs to be able to steer in a robot body.

40:41Nate Soares:Pretty plausibly, humanity is just going to hand lots of robot bodies to AIs because people want to. They think it would be cool or profitable. Even if it wasn't for robots, there's all sorts of ways that AIs could have all sorts of effects on the world. You know, the internet is not a separate digital realm that is blocked off from the material realm. We've already seen AIs wrap certain humans around their fingers. Some of those humans are maybe a little bit more on the vulnerable side to begin with, but that doesn't really matter when you're getting the humans to send messages to other humans in a code they don't understand, or when you're getting those humans to do tasks that the human doesn't quite know the reason.

41:22Nate Soares:We've already seen...

41:23Ryan Grim:Or send them money.

41:23Nate Soares:Send them money. Yeah, a lot of people will do things for money. So we've already seen AIs in lab conditions. And again, maybe they're just play acting as, you know, how, but we've already seen AIs in lab conditions, try to avoid shutdown, try to escape the lab. Right now, it's cute because they're not smart enough to succeed. But, you know, the warning signs are there and what's missing is the intelligence. And these labs are racing to make these AIs smarter and smarter.

41:50Ryan Grim:And so you go through in the book a bunch of the different, like, you know, the cope basically from the industry of why it's going to be fine, right? And one of the things that is, I don't know, I think probably one of the most persuasive cases of why this will all work out okay is that, okay, us humans may not be smart enough to figure out the alignment problem, but we can use the AI we're developing to figure out the alignment problem before we create the superintelligence that escapes and tries to kill us off. What do you make of that argument? And do you think that that's the best argument or are there other ones that you think are more persuasive?

42:28Nate Soares:You know, best is maybe a low bar. I don't personally put much stock in that. One reason, you know, there's maybe two reasons. One is if you, you know, humanity has been, human scientists have been trying to figure out intelligence since at least 1954 with the Dartmouth conference that sort of kicked off the field of AI. Maybe it was 1956. I'm not quite sure. And they never really made progress in figuring out how intelligence works. The current AI revolution is that we figured out how to grow the intelligence, right? And we don't understand what's going on in there. We can't, you know, carefully direct what's going on in there.

43:12Nate Soares:Figuring out how to make these AIs good, figuring out how to make them have good effects, that would require a lot more understanding of what's going on in there, that humans, you know, we're like, oh, man, that's tough. Maybe we'll toss it to the AIs. But if you're trying to toss that to the AIs, it's still going to be tough for them. So you've either, you know, got to make those AIs, you know, if the AIs are sort of dumber than humans, they're not really going to be much help. If the AIs are substantially smarter than humans, which they can figure out all the intelligence, you're sort of already in trouble, right?

43:40Nate Soares:And so that's one of the fundamental, like, why might this be tricky reasons. Although then there's sort of a deeper reason of humanity just does not, we're just not taking the problem with the seriousness it deserves. 10 years ago, people said, oh, well, this won't be a danger because no one would ever be insane enough to put an AI on the internet. They'll only be dealt with by a highly trained professional gatekeeper who will make sure that their effects on the world are like only beneficial ones. And 10 years ago, we would give arguments of like, that would still be difficult. It would still be difficult to get, you know, miracle medical technology out of this AI, because it's, if you don't understand what it's doing, if you don't understand, if it's smarter than you, and it's coming up with solutions that you can generate yourself, it's hard for you to tell which ones are good, which ones are ill.

44:28Nate Soares:You know, you can't make hands that are only wielded for good purpose. That was how we would argue 10 years ago. Now, people are putting AI out on the internet at the moment they possibly can. You know, the real world doesn't do the like careful, clever, maybe if we do this exactly right, well, it's just not the route we take.

44:47Ryan Grim:Another of the arguments that is made is basically like, okay, well, if you compare our intelligence to like an ant, right, sort of like equivalent to what we're thinking about in terms of our intelligence versus the super intelligence. And I don't know that we've been great for ant society or particularly care whether ants live or die, but we're not actively trying to, like, mass murder them or we haven't succeeded in mass murdering them, I guess you would say. So why wouldn't its relationship be to us more like us to ants? Or another thing you talk about in the book is, like, you know, maybe we'll be cute little pets for them.

45:18Ryan Grim:Like, maybe that's not great, but we're still living. Like, we're still around. And they, like, you know, pat us on the head and give us our food in a bowl or whatever.

45:26Nate Soares:Yeah, you know, there are people who object to the title on the grounds that, you know, maybe humans will be kept as pets or maybe somehow backup copies of humans will be made. And then if the AI ever travels the stars, you know, much later in the future, maybe it would sell us to distant aliens or something. If these are humanity's best hopes for AI, it seems to me that we should really be backing off. You know, I could say more about...

45:49Ryan Grim:Your best hope is I'll be a pet.

45:51Nate Soares:Yeah, I could say more about why I expect the AI to kill us anyway. which is mainly that humans kill ants when they are on the ground or building a skyscraper. And if an AI builds lots of infrastructure across the whole surface of the Earth, it doesn't need to hate you. It just, maybe you die as a side effect. That's my top guess. But yeah, could the AI keep us as pets? Sure. But again, if that's our real hope, that seems like another sign that we should be backing off from this one. So what's the what are the different mechanisms by which it would come true that they would kill us? Like, yeah, it's Terminator.

46:30They're shooting at us. Like what? Like they super bug. Yeah.

46:35Nate Soares:You know, like they turn off all the electricity and we just like kill each other. So from the perspective of the A.I., you know, it doesn't want like if it has if it doesn't care about us one way or the other. The reasons to kill humans are a humans could make another A.I., which was a competitor. And B, humans could do things like launching the nukes, which would be at least an inconvenience. But the reasons to keep humans around are that they're running the energy infrastructure. They're running the supply chain. So from the perspective of an AI, it's not like it's immediately trying to kill humans.

47:08Nate Soares:It's like it's trying to get on a more efficient, more reliable energy infrastructure. And then a top guess is that we die not because it literally tries to kill us, but because it just starts building automated factories. Sam Altman the other day was talking about data centers that, in an automated way, build more data centers. Once you have an automated loop of infrastructure building infrastructure and that starts proliferating, maybe we just die underfoot. If the AI tried to kill us because it worried about us launching the nukes, because it worried about us creating competitors, sure, maybe a good guess is it makes a superbug, some lethal virus.

47:48Nate Soares:maybe it makes something even more deadly. That's a little bit like someone in the 1800s trying to predict war in the year 2000. They might be able to guess, oh, there'll be stronger explosives. They're not gonna be able to guess nukes. Super intelligence, hard to predict exactly how it wins, but it's a little bit like predicting a football game between your high school team and an NFL team. I can't tell you the plays. I can tell you the winner.

48:14Ryan Grim:Another argument would be, okay, look, I'm not personally a biggest Elon Musk or Mark Zuckerberg or Sam Altman fan, but surely they're not looking to kill all of humanity. So why would these theoretically intelligent individuals pursue a path that is leading us inexorably towards an apocalypse, which would not only kill all of us, but them and their family and everybody they love too? Yeah.

48:37Nate Soares:We are in a somewhat fortunate situation where some folks just come out and tell us, You know, Elon Musk earlier this summer said, I resisted doing this for a while until I realized that I could either be a bystander or a participant. And I would rather be a participant if it's going to happen anyway. And, you know, I think a lot of these folks correctly know that if they, even if they don't jump in the race, someone else will jump in the race. And if they think they can do it better than the next guy, from their perspective, you know, it's slightly better for them to be in the race. But if you look at what these lab heads are saying, you know, I think Elon Musk was saying, I think there's a 20 % chance this killed everybody.

49:13Nate Soares:I think the head of Anthropic was recently saying, I think there's a 25 % chance this has like an equivalent level of disaster. And this isn't just the lab heads. You know, half the researchers, if you survey, say there's at least 10 % chance this killed everybody. The Nobel laureate godfather of the field says this is, you know, at least 10 % chance. And then in some conversations, they'll say higher numbers. People think this is real dangerous. I think a lot of these numbers are low. I think you're seeing the people racing are the ones who are most optimistic about their odds of pulling this off.

49:43Nate Soares:But no one's saying, oh, this is safe. No one's saying, oh, we're going to be fine. You know, people know this is an incredibly risky endeavor. And, I mean, these numbers are tossing around even if they're lower than mine. You know, if a plane was going to, if one engineer was saying, I looked at this plane, I have some expertise. I think this plane is definitely going to crash. And some other engineers said, don't listen to them. They're way too pessimistic. This plane is 20 % likely to crash. You don't get on the plane. Have you seen Don't Look Up? I have. It feels like if somebody told you there was a 20 % chance that the asteroid was going to hit the Earth and kill everyone on it, that's a consequential number.

50:26Nate Soares:And I think these numbers, if you look at these people saying why they think they have only a 20 % chance of it killing us, they'll give ideas like, oh, we'll pass the problem to the AIs. That's sort of a worrying situation. When engineers understand how to make a complicated system very safe, it doesn't sound like them saying, oh, we'll pass it off to some other, we'll punt the problem down the line. Yeah. Right. If you're talking to like a nuclear reactor engineer who is saying why it's going to be safe, they can tell you, you know, well, we actually know all the byproducts. We know exactly how things are going to behave.

51:04Nate Soares:We know all of the dangerous pathways it may take. We know why it's not going to take those pathways. We have these mechanisms for shutting things down. Right. The world where people are saying, oh, it's going to be fine because we're just going to like pass the problem off to something else. We can't solve it ourselves, but we think we're going to be able to get other things to solve it. But that's the situation of early hopeful scientists who aren't in a mature field yet. And early hopeful scientists often get things wrong in the first try. Usually, scientists learn by trial and error. You know, the first people building rocket engines blow themselves up with rocket engines.

51:36Nate Soares:The first people doing chemistry poison themselves with mercury. Humanity usually learns from its mistakes. And then it's the next generation of scientists that do better. And the next generation of scientists that can invent, you know, a working refrigerator or a working nuclear reactor. In this situation, the hopeful optimists who are saying everything's going to be easy, they're going to screw things up the first time and there's not going to be any chance to learn.

51:56Ryan Grim:There was an analogy in your book that you lay on as well that for me was, again, intellectually useful, basically comparing AI researchers of today to alchemists. Yeah. Where it's like, you know, alchemists would study like, I know what this, when I put this with this, what the reaction is. And I've tracked it very closely. I know everything there is about it. But they had no idea of the actual chemical reactions that underpin those reactions, what they're experiencing and observing in the real world. And that it's sort of like that with AI. Even the people who have developed it and understand the gradient system and how this all works, it's not like they really understand intelligence.

52:37Ryan Grim:It's not like they really know what's going on underneath the hood, which is terrifying to actually think about when you consider the risk here. and even like let's say that you're completely skeptical of this and you think that this is all hogwash and you don't think that any of this is going to come to pass. It's just alarmist, etc. I mean, we just covered the way the amount of resources that are being sucked up and the way electricity prices are skyrocketing and the way that all of these guys will also come out and say there's going to be no need for human labor and the social contract needs to be written, etc.

53:05Ryan Grim:So you're calling not for some like reformist, hey, we need an AI alignment report from all these companies or we need to centralize AI development, which would be a more extraordinary proposal and have, you know, all nations contribute. You're saying shut it down. So talk about that and why you, because I mean, you know, frankly, when I hear that, it's that that feels hopeless because we can't even, you know, agree on basic things, let alone getting the entire world to agree. We're not going to do any of this. Right. And our whole stock market is now like based on AI hopium. So what makes you come to that being the required solution for humanity to persist?

53:53Yeah.

53:53Nate Soares:So for one thing, we don't need to give up on chat GPT. We don't need to give up on self-driving cars. We don't need to give up on AI for medical applications and trying to get cancer cures. The thing that we need to stop is the race towards smarter than human AI, the race towards superintelligence. This is what the labs say they are racing towards. But I think a lot of folks in the policy world don't understand that this is what we're racing towards. This is what's coming down the line. They think of the AI as just sort of chatbots, which are smart in some ways and dumb in others. We can still do those.

54:31Nate Soares:It's the racing to smarter and smarter and racing to smarter than human AI, which is a suicide race. In terms of whether it's possible,

54:42Nate Soares:I would keep having hope at least until we see politicians start to understand the possibility of superintelligence and that people are racing towards it. We don't yet see politicians saying, I will gamble the world on what looks to me like a one in three chance it kills us all and let steam ahead anyway, right? We mostly see politicians not noticing. In the field of AI, people have noticed that there's those huge dangers. The rest of the world doesn't seem to really buy it yet. If the world buys it, if the world understands just how dangerous this tech is, again, not in chat GPT today, but just how dangerous superintelligence would be, I think there's a decent chance we can in fact stop it.

55:27Nate Soares:Hopefully, we could get a treaty or at least, you know, a bilateral agreement between some of the biggest powers in the world that go to other powers and say, look, we're not tolerating this because we fear for our own lives. And even if we can't get that, you know, there's maybe some hope in situations where every nation sabotages every other nation's super intelligence project out of fear for their lives. You know, there's the smart way with a treaty and then there's the like, well, we're all scared and so we're all stopping everybody else. There's possibilities. We just need to understand the danger first.

55:59Outside of the US, who else is gunning for it?

56:02Nate Soares:You know, I think right now there's a very small pool of people who can really push these AIs further and faster. Most of it's in the United States, maybe a little bit in the UK, where Google DeepMind is housed. There's definitely folks around the world who are trying. You know, the DeepSeek out of China was a bit of a shock to a lot of people, I think, last December, although I could have that month wrong.

56:35Nate Soares:But right now, you know, this takes very, very specialized knowledge. It takes very, very specialized computer chips. You know, in data centers, as you guys were talking about, that are huge, that take electricity of a small city, you know, it wouldn't be that hard to find all the places where these specialized chips are made, track all these chips, find these data centers, and then make sure that they're not being used to make AI smarter. And last question, what's your sense of timeline? How much time do we have to stop this? There's a lot of ways it could go. It could be that an AI in the lab tomorrow goes over some small capability level where it can start doing automated AI research and maybe everything goes fast.

57:25Nate Soares:If you are watching the difference between different types of primates, it would be very hard to tell when they're going to go over the line between chimpanzees and humans. So for all we know, tomorrow they go over some line in the lab and the AI start improving the AIs. Or for all we know, the modern chatbot approach just doesn't go all the way. We're starting to see some people... Chatbots are dumb in a lot of ways. Maybe the next level of scale and the next level of scale after that, the bigger and bigger ones, maybe they're not that much smarter. Maybe we have five whole years in which chatbots plateau until the researchers come up with a new insight.

58:02Nate Soares:Maybe even that one doesn't go all the way. And then we have five more years after that until we have a third new insight. And then we get 15 years before. So it's very hard to say exactly. But my bet is that a child born today has a greater chance of dying from AI than of graduating high school. Wow. Well, people need to read the book.

58:26Ryan Grim:That's what I'll say. I really encourage people. It's actually, it's a quick read. It doesn't take that long to get the point. And I really appreciate you joining us and helping us understand the dangers that you see.

58:38Nate Soares:Here's hoping I'm wrong. Yeah, let's hope. All right, guys.

58:41Ryan Grim:Thank you so much for watching today. We will be back with Friday's show tomorrow and we will see you then. My name is Tuba Nguyen and enrolling at Rasmussen University was essentially a handshake to a lifeline, a career, stability, and a future for myself. I found it important to be able to speak with instructors and staff outside of office hours and to have that support system was essential because they believed in me. Rasmussen University. Are you ready to rewrite your story online and on campus? Learn more at rasmussen.edu. Discover a spectacular island destination with crystal blue seas, endless sunshine, and the cool Bahamian breeze.

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From the publisher

Krystal and Ryan discuss Iran warns of imminent Israeli attack, data centers spike electricity prices, AI takeover poses imminent danger.

Nate Soares Book: https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640 

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