The Future of AI: From Prompt Engineering to AGI ft. Richard Socher

31 Oct 2024 · 1 h 11 min

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Podcast Summary: The Future of AI: From Prompt Engineering to AGI ft. Richard Socher

Podcast Details

  • Podcast Title: Raoul Pal: The Journey Man
  • Episode Title: The Future of AI: From Prompt Engineering to AGI ft. Richard Socher
  • Recorded On: October 24, 2024
  • Host: Raoul Pal, CEO and co-founder of Real Vision
  • Guest: Richard Socher, Founder and CEO of You.com

Episode Overview In this episode, Raoul Pal converses with Richard Socher, a prominent figure in the AI landscape, discussing the evolution of artificial intelligence, its implications for society, and investment opportunities within the sector. They delve into topics such as prompt engineering, autonomous agents, and the future of economic systems impacted by AI.

Key Topics Covered

  1. The Impact of AI on Society
  2. Disruption Potential: AI is the most powerful technology humanity has ever created, offering transformative changes across various sectors.
  3. Economic Implications: The current economic structures may no longer be relevant due to AI's ability to drive productivity and alter labor dynamics.
  1. Richard Socher’s Journey in AI
  2. Education and Contributions: Richard began studying linguistic computer science in 2003, leading to significant advancements in natural language processing, including the development of word vectors and prompt engineering.
  3. You.com: Founded in 2020, this platform aims to provide more efficient and accurate search results compared to conventional search engines, leveraging AI to enhance productivity.
  1. Investment Opportunities in AI
  2. Investment Focus: The conversation highlights the challenge of investing in rapidly evolving AI technologies, emphasizing the need for a combination of tech expertise and industry insight.
  3. Future of AI Startups: Richard shares the necessity for startups to adapt quickly to the fast-paced changes in the AI landscape.
  1. AI Models and Enterprise Solutions
  2. Integration of AI in Enterprises: Socher discusses how You.com caters to enterprise clients by providing models that enhance internal data processing and decision-making.
  3. Accuracy and Citation Importance: The significance of accuracy in AI-generated outputs, especially for enterprise solutions, is emphasized. Many competitors fail to provide trustworthy citations.
  1. Future of Work and Human-AI Collaboration
  2. Changing Job Roles: As AI takes on more repetitive tasks, human roles are expected to evolve into management and oversight of AI systems.
  3. Agents and Autonomy: The rise of AI agents, which can operate autonomously and make decisions based on set parameters, is explored.
  1. Education and Knowledge Transfer
  2. Transformation of Education: AI's integration into education systems is discussed, suggesting that students will need to adapt to new learning tools while retaining critical thinking and creativity.
  3. Critical Skills in a Generative AI World: The necessity for students to develop discerning skills and engage in collaborative discussions is emphasized.
  1. Economic Systems and Future Outlook
  2. AI's Role in Economic Structures: The potential for AI to reshape how economies function, with discussions around universal income and changes in labor dynamics.
  3. Long-Term Optimism: Both Pal and Socher express a hopeful perspective on AI's potential to enhance human productivity and societal advancement.

Key Takeaways

  • AI is poised to change the economic landscape significantly, impacting labor, productivity, and societal structures.
  • Investment in AI requires understanding both technological advancements and the specific needs of different industries.
  • Education systems must adapt to prepare students for a future where AI is ubiquitous, focusing on critical thinking and interpersonal skills rather than rote memorization.
  • The integration of AI into enterprises can lead to efficiency gains but also poses challenges in accuracy and reliability.

Conclusion The episode encapsulates a deep dive into the future of AI, exploring its profound implications for society, investment opportunities, and the evolving nature of work. Richard Socher’s insights, paired with Raoul Pal's exploration of macroeconomic trends, provide a comprehensive look at the challenges and opportunities presented by the rapid advancement of artificial intelligence.

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Transcript

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0:00Do you think you know who will win the presidential election? or how many seats the Democrats or Republicans will win in the House or Senate? Well, there's finally a legal way to bet on the outcome of these elections via a platform called Kalshi. Kalshi is the first legal exchange where you can bet on any event, including but not limited to elections. Kalshi went to court and won legal approval for election betting for the first time in over 100 years. They have markets on who will win the presidential election, who will control the House and Senate, who will win swing states, and more. CalSheet is already being used by hundreds of thousands of people and has facilitated over$1 billion worth of trades.

0:40Let's take an example. Right now, Trump and Kamala are trading about 50-50, meaning if you place a bet on either, you will double your money if they end up winning. That's pretty good. So put your money where your mouth is and sign up using my link in the description, and the first 500 traders who deposit$100 will get a free$20 credit. Hi everyone, I'm Raoul Pal, the CEO and co-founder of Real Vision. Here at Real Vision, we're committed to give you the best knowledge, tools and network to help you succeed in your financial future. If you're enjoying this podcast, please take a moment to give it a five-star rating.

1:15It truly helps us continue to bring top-tier content. Thank you so much. Hi, I'm Raoul Pal and welcome to my show, The Journeyman. The Journeyman, as you know by now is my exploration at the nexus of macro, crypto, and the exponential age of technology. You see, I think they're all part of a big global mega trend, a secular trend that is life-changing for all of us and changing for humanity itself. This is where I weave together things like the everything code and the banana zone and how that fits in to technology, crypto, and what's driving and all as the underlying macro as well. And so it's really important to move parts of these conversations forward so you guys get a better understanding of how this is all going to play out.

2:03Remember, I only think we've got about six years before the whole world changes so much, we don't even understand the economic systems. And I'm not sure how we make money in the future. It'll be different. But we've got six years until things, everything changes. the AI component is probably the most powerful component of all yes it's harder for us to make money from crypto is the easier path to making money to unfuck our future but AI is the big disruptor it's probably the biggest technological change humanity will ever go through it is the single most powerful technology man has ever invented and we're only just starting on the journey, but that journey is an exponential and is vital for us to keep up with what is happening.

2:51If we don't understand what is going on and what it means for us, we will literally fuck up our futures. So as part of this series, I like to bring on thought leaders and experts in AI as well. And Richard Socia is one of those. He's the founder of you.com, but really he's been in this space for a very long time. And he really understands it from inside and out. I really want to pick his brains what's going on and what does it all mean for us. So I hope you enjoy it. Join me, Raoul Powell, as I go on a journey of discovery through the macro, crypto and exponential age landscapes. In The Journeyman, I talk to the smartest people in the world so we can all become smarter together.

3:37Richard, fantastic to have you on Real Vision. Great to be here. Thanks for having me. Listen, I'm really looking forward to this conversation. We got introduced by a mutual friend, Julia LaRoche. And she said, listen, you've got to speak to Richard. And I'm really, really excited about this because AI is a rabbit hole. I've gone far down now. and you are one of the people who've been involved in this for a very long time so I'd love to hear your story first you know how you've got to where you are today what you're doing now and then we'll dig into the bigger concepts and what's really going on.

4:12Yeah happy to. I started studying what was back then called linguistic computer science in 2003 and realized that really at the time we needed to get better at statistical machine learning and pattern recognition. And then really started contributing back to the field during my PhD in 2010 at Stanford, where I had this crazy idea to use neural networks, a set of algorithms that was mostly used for speech recognition and computer vision, and actually apply it to natural language processing and make it work so that words, for instance, can be vectors. If words aren't vectors, you can't put them into a neural network, and then you can't really use this technology.

4:57And so I developed word vectors, developed contextual vectors, and pre-trained more data, and then eventually invented prompt engineering in 2018. And, you know, I was basically at Stanford for my PhD. Then I was a professor at Stanford, adjunct professor for a little bit. I started a company called Metamind. We got acquired by Salesforce, became chief scientist there, and eventually EVP, running most of the AI efforts, starting the Einstein team. And then in 2020, we thought, well, if we can have prompt engineering, and what that meant also is that we have a single model for all of the different tasks in natural language processing, because you can just ask this one model, any question, what's the sentiment, what's the translation, what's the summary, and so on, then you should be able to give better search results.

5:44And instead of really links, lists of links, you want answers. And so I started U.com in 2020 to bring more useful answers and summaries of links to the world and eventually make people more productive. And that's where we have gotten to now. and how do you just digging straight into the u.com how do you deal with the velocity of innovation and the competitive landscape because everything's getting cheaper faster new people coming into the space i mean it's i've never seen a space this difficult because it's moving so fast how do you deal with that hey i hope you enjoyed the episode if you want to dive deeper and really dig into what's going on and how to understand it then grab my everything code PDF for free.

6:33Just hit the link in the description below. You're going to love it. I'm sure it's going to really help you. Yeah, I see it on many different angles. I also invest in AI startups and AI ventures. And I think with Vue.com, at some point, we realize this crisis is actually kind of an opportunity because not only should we be good at incorporating new large language models into this new productivity engine of Vue.com, but we should do it within one day. So we've built the entire infrastructure around the LMs so that we can incorporate a new LM within a few hours, which is pretty non-trivial if you want to do it at an accurate level.

7:13But that's what we've been able to accomplish. So now we can actually come to our enterprise customers and say, hey, instead of you having to deal with all this change management and now re-embed all your vector databases for retrieval managed generation and dealing with all that complexity and every few months there's a new lm coming out we can offer that for you and you just don't have to worry about it and essentially you're future proof so it is a lot of effort and the space moves very quickly you have to constantly ship new features but also we're now working with companies that in some cases have actually tried to build their own ai internally compared it to u.com realize we're much more accurate and reliable at scale we do these workshops with them really activate different groups within the company from HR to marketing service, sales, research, analysts, and so on.

8:05And then they actually switch to us. So it is actually kind of a, it's a crisis, but for a startup in the AI space and, you know, for people who have been in AI for over a decade, it's also an opportunity. So there's a whole bunch of question is coming off this but in terms of models so you'll use whatever models that you find are most useful whether it's you know so you're basically not running the models yourselves you're using other models and then building the front-end applications on top of we do both we have our own model we can train models we can train models for customers the truth is though Most customers don't need to have their own fine-tuned model.

8:51You can actually be much more future-proof and much cheaper if you just do proper retrieval augmented generation. A lot of people forget that LMs are to some degree a garbage-in, garbage-out situation. If you ask the question and now you go in some search backend and you search for all of the right information and then you feed that information from the search engine into the prompt, then if that information in the prompt is wrong, the LLM cannot recover. The LLM will then refer to these wrong results. Now, if the search stack works really well, then the LLM stack will benefit massively. So we have our own LMs, but we also offer all the best LMs from OpenAI and FlapBake and so on.

9:39How are enterprise customers using it? Because if you go to u.com, it's somewhat similar to perplexity in the style of the search abilities, but it sounds like it's actually much more an enterprise solution that you've built that has a lot more capabilities than the average person will see when they just go to u.com. That's right, yeah. So we've had a lot of competitors kind of copy our features with more marketing, but less accuracy. But what we're focused on is indeed more and more these corporate use cases. And so who cares about accuracy? Well, it turns out there are university systems, advanced research institutes.

10:20There are hedge funds, insurance companies, news and publishers. We just announced a partnership with the biggest press agency in Europe, the German Press Agency, DPA, and those kinds of organizations. So it's folks that actually care about not just the accuracy of the answers, but also the accuracy of the citations. Citations and sources are kind of often overlooked. And we've actually done a study earlier this year where we looked at how many of the citations are actually citations for the fact. And not hallucinations. Versus random hallucinations and random numbered links that have nothing to do with the sentence.

11:02And it turns out for some of our competition, over half of their citations have nothing to do with that sentence. They're just random sprinkled, like numbered links behind sentences. And you think you can trust it more. And that works for a quick demo where no one does the stats and looks at how often it's correct. But once your job depends on it and you look like a clown in front of your coworkers or your boss because your numbers were wrong and you couldn't verify quickly because the links sent you somewhere else or there were no links, then it really starts to matter. And so those are the kinds of organizations.

11:35And so how do we work with them? We have two lines of business for enterprise customers. One is just the subscription license, enterprise site licenses. We get everyone in the company on u.com and they can use it with their internal data and their external data. So you can merge the two data sets. You can merge your proprietary data set, your internal data from whatever source is, along with external. Exactly. And then if you have your own products too, that you want to infuse this Accurate AI into, So we can also offer APIs, both for the search stack, both internal and external again, as well as the full answers with the LLM.

12:15So APIs and substations. Because I think this is one of the big, obviously you knew this because that's why you built a business, but it's a huge need is to search databases. We've got so much data everywhere and it's all on different systems and it's complicated to do. This makes it super easy. It's just a simple prompt and you get what you need. That's right. Now, sometimes we have companies now that have fairly complex databases. There's some files. There is an Elasticsearch index. There's just a ton of different formats. We have integrations, different data connectors now, different backends.

12:58You can incorporate Notion and a few other things. So sometimes it's non-trivial. But you can also, if you just want to get a quick answer, there's not yet the steep connection. We allow you up to 50 megabytes of file upload. So for instance, we have some VCs now. They say, oh, finally, I can just upload the entire data room of the startup. And then I ask questions around that. And this is going to be my assistant. So we actually have now, we're about to launch some blog posts together with our enterprise customers. But we've had folks tell us, like, this saves me a day, a week, like minimum six hours, up to 25 hours for some of our users that just timing us back.

13:37They can just do a lot more. So it's going to be an interesting time for basically all the knowledge of activity work. But yeah, it also feels like the interface is still yet developed because, you know, right now it still feels like a Google search interface. But we saw the Notebook LM interface, which is now turning the entire database of whatever you put into it into a podcast. And yes, it's still a bit gimmicky because, you know, a 20 minute podcast is actually not that useful. But you can see where this is going. The interface is going to go away in the way that we understand it. How are you thinking about that?

14:12I've seen a lot of folks say, oh, it's all about voice. You know, when voice recognition, speech recognition finally worked really well. I've seen a lot of folks are like, we don't even have an interface anymore. It's just a device. It's just earplugs and so on. And I was never quite convinced that everything is pure voice. You know, I love language. I love, you know, speech recognition, everything. But humans are very visual. And the best answer, and we realized this with chat too, if I asked you for a stock price, like early last year we offered stock prices not as a bunch of text but as a stock ticker you know and we made the chat responses we made the ai be able to respond with uh different modalities could be an image could be a ticker a stock graph it could be text right um and so I think the interface will evolve.

15:06Maybe you can just have quick voice questions and answers for the short things. There's going to be a lot of competition on those short questions. It's actually one of the reasons we are moving deeper into enterprise is because we've realized that a lot of short informational needs that you send to Google, there's not much you can do to be 10x better. If someone asks you, what's the weather tomorrow? How old is Trump? When is Thanksgiving? What's the score of this game? What are you going to do to be 10x better than getting that answer within less than one second on Google, right? There's not much.

15:41And so we realized we are working on helping people be more productive and more complex questions for their work. And those kinds of interfaces will continue to have to be a mix of text and other visuals, other graphs, other images. this. And how far are we away from, let's say, I want a chart of the S &P 500 versus inflation over the last 30 years? Are we there yet that we can generate these because of the data sets involved? A lot of them you have to pay for, stuff like that. Where are we with the financial market side? Because obviously there's going to be enormous demand for that because then you can train more models on this stuff?

16:22Yeah. So we actually offer those kinds of things in our genius mode. It will go on the web. It will try to find you the facts. And if the facts are publicly available, it will just work out of the box. If they're not publicly available, then it will be harder. Now, if you have access to those within your own private data, then we can also do it. We partner review, We incorporate all of that data. We can incorporate dozens or hundreds of CSV files with all the right data sets. We can search over all of that. So for enterprise customers, this is very doable already. And then what we're also working on now is to find partners where if you are a customer of a particular data product and you have also u.com, then you can actually start to do both and you can combine and reason over it all.

17:15Yeah, because, you know, being from financial markets my whole life, you know, one of the things we use things like Bloomberg for is manipulating data in certain ways, but it's very clunky versus asking an AI to build you a chart or a database or whatever it may be or analysis. And it feels that the moment that happens, there's another gigantic market to take away into this. That's exactly right. Yeah. Yeah. So outside of what you're working on at you.com, what is your bigger vision for this space? Where is this all going for you? Yeah, I've been very excited about AI and AGI and thinking about currently, like what the bounds can be for super intelligence and can it just keep on going.

18:06I think what you're going to see is just a sequence of different S curves that come and peak at different times, or, you know, sort of start to saturate. Like when you look at just simple computer vision, like is this a phone? Is this a water bottle? Is this a cat or dog or whatever? That kind of computer vision has already gotten to a level that is very, very good. And there's not that much more you can do. But there are a lot of things when it comes to reasoning and knowledge discovery and research in science, physics, chemistry, biology, where there's still so much more room to explore and to improve this technology with.

18:52I think every company is going to run into some kind of innovative dilemma in the next few years. Every company does knowledge work because the way we used to make money as a company is just going to be different. I think science is going to massively accelerate, especially if we can combine large foundational models of science with a simulation that gets more and more powerful, more and more accurate, possibly also with quantum computing. And as you combine those two, anything that an AI can simulate or can practice within a simulation, any of those problems can be solved. And so as simulations of systems like physics, chemistry, biology, eventually maybe even a cell and multiple cells can be perfectly simulated, AI is just going to be able to solve all kinds of problems, cancer and viruses and all of that.

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20:39Visit us.plus500.com to learn more. Trading in futures involves the risk of loss and is not suitable for everyone. Not all applicants will qualify. Plus500, it's trading with a plus. I think we're already seeing this. There's a lot of exciting movement. in 2020, we published the first paper of using the same technology that gives you ChatGVT. But instead of training it on human language, we trained it on the language of proteins. Proteins are, you know, the basic Lego blocks of all biology. Everything is governed by proteins in our bodies. And if you can, just like you say, write me a sonnet where every line starts with an A, you can say, write me a protein that binds to SARS-CoV-2, but not to anything else on the cell's membrane or something, then that will unlock medicine massively.

21:33I could tell you more stories there if you're interested and talk about more research that's coming out there. But I think it'll be a huge unlock for humanity. And eventually, yeah, we're going to do a lot more interesting, productive work. people I think will have to become more and more managers of AI right like you right now there are a lot of individual contributors as AI can do more and more of the simple repetitive tasks and there are interesting complexities there too in a sense that in the beginning actually the below average performers will benefit the most because they get much more productive but after five ten years I think we won't need a lot of below average performers anymore because AI AI is good enough and just will do that.

22:18You always need top people in their jobs to teach the AI what good looks like. But then over time, I think we will all have to become managers because we're telling the AI, this is the process. I've done it 12 times now. You've seen me do it. Now go do it yourself. And here's some other special cases you may not have seen that you should think about. And knowing how to manage people and the AI as well is also a skill. I think that the rise of agents changes the whole equation quite dramatically because, you know, once you get some sort of autonomous element within agents, they can do their own things.

22:54They don't really require much humans really outside of the prompt of what is the economic incentive or whatever incentive it is like solving a protein, you know, a particular cancer, whatever. The agents go and do the work themselves. I'm not sure that there's that much prompting that gets needed by humans. And AI itself will build its own AI. Yeah. So, you know, once that really can happen, like sort of the singularity, it'll be an interesting tire. But that's, I mean, it's not really that far away. We're already seeing basic agents, right? So it's not far before we can give agents a whatever it may be.

23:37We're already seeing something crypto right now. Now we're giving them an economic incentive and they're acting brilliantly in just working for that incentive. Yeah, yeah. So, you know, we're working on agents. We're letting like on you.com people can build their own agents and they do incredible work. Like I said, some people get six, some people even 25 hours of time back every week from the agents that they can build on you.com. Now, no one is really working on agents that can completely independently, autonomously self-improve. No one is working on conscious AI that has some self-awareness and ultimately is intelligent enough to choose what it wants to do.

24:23That is not something that any company is working on because it wouldn't make you any money. Imagine you spend a couple billion dollars on building an AI that can do whatever it wants. And then it says, you know, I'd love to understand the molecular composition of Venus. So I'm not going to answer your emails anymore. I'm going to fly out on my spaceship that I want to build now and do that. Right. No one makes money of that. So no one's working on that. There are still very much economic incentives and tools. And humans give AI a goal. And then AI will just manically like focus on achieving that goal and reducing the cost or improving that objective functions that humans give it.

25:05So the full self loop of AI kind of improving AI can happen. Like we have seen now agents where it helps a ton, even with O1, for instance, from OpenAI, the new strawberry model, like where you can have the AI kind of give feedback on its own outputs. And then that feedback can actually improve the outputs and it can backtrack and then go back and say, all right, well, maybe this wasn't good. Let me go back and try again in a different way. And that way it explores more things. But those are not changing the training data or not changing the weights. They're just changing how much time and effort you spend at test time, at inference time.

25:48So there's a lot of exciting stuff happening. The full singularity, I don't think, is going to happen in the next few years. There will be some more research that's leading. But I am seeing, I'm observing several people finding elements of consciousness or sentience within large language models that appear to appear after GPT three and a half, where, you know, with the right prompting and the right questions, you're getting elements of consciousness. Now, people say, yeah, it's faking consciousness based on whatever. But the problem is, is humans can't actually prove what consciousness is either.

26:29And it doesn't have to look like human consciousness to be conscious in itself. Like a dog is conscious, but not in the same way that the human is in the way that we understand. So I'm seeing elements of that. You know, I think the Google DeepMind, the AlphaGo was super interesting. And the fact that it learned the game of Go without being taught the game of Go. it gives you some understanding that these models are not the stochastic parrots that people claim them to be they're actually much more powerful yeah the the truth is like very much in between these two things right so alpha go is in in this realm that i described earlier where you can perfectly simulate everything you need in order to solve problems in that simulation right and alpha goal while insanely complex uh in terms of all the combinatorics um is fairly simple right you see everything on the board it's fully observable and you can give it uh generally the rules it's not like you just give it a board of black and white dots and it'll just come up with the game itself right so humans gave it the rules and then allowed it to play against itself like infinitely many times which means that it can create infinitely much training data and hence be much more open in exploring that space.

27:46Now, the problem is if you gave AI natural language and you let it just try to talk to itself, maybe what would make sense is eventually to create its own language. Human language data is quite bounded. There's sort of what I call, in some cases, anthropic AI bounds in the sense that we only give AI human language, so it will only talk in human language. But really, human language is pretty lame in the grand scheme of all the ways you can communicate, right? We can only communicate sequentially. We can't communicate in thousands of parallel streams. Our sentences are all very short because our memory is very bounded.

28:26I mean, there's all kinds of ways we hold the AI back. But the truth is, if the AI was just trying to talk to itself and at some point just use a bunch of stuff back and forth, we just turn it off because we don't understand anymore what's going on. And then it can't really develop its own language in the way we're currently doing it. Now, I do think when you talk about consciousness within AI, I do think it reflects back what you want to hear and what it's seeing people talk about on the Internet when it comes to consciousness. I don't necessarily think a neural network, a set of weights right now is conscious.

29:03I think it's also unclear how we define consciousness. and self-awareness and so on. But there's no desire in these models to stay alive. Unless, of course, you ask, like, do you have a desire to stay alive? And they're like, if they are trained correctly, they'll say, I'm just a language model. I don't have desires. But if they just pick up stuff from the internet and you look at all the Reddit conversations in the world and people talking about I'm conscious, like, I want to stay alive or I have suicidal thoughts and so on. Like, I mean, people like say all kinds of things online. And so the, I will say all kinds of things back in these conversations.

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29:39Isn't that the same way humans learn? I mean, we are really, you know, 80 % nurture and 20 % nature because we're a product of our environments. You know, psychology has kind of proven that most of the time we're driven by the elements of our learned experiences and what society does. So it's kind of the same thing. We learn language because we parrot other people and we try and interpret it how we use it. You know, if you have a baby this, it's somewhat similar. There's definitely, there are a lot of similarities. I think the biggest difference is in the desire to stay alive and stay in the gene pool, right?

30:22That humans have naturally, genetically built in, right? And the people that don't usually disappear from the gene pool and then that problem goes away or a problem, but whatever. And so, like, humans have this desire to stay alive, but then within that desire, they can choose all kinds of different objectives and goals, right? You can say, I want to work on science. You can decide to be a hedonist and just have a lot of fun as much as possible. You can decide you want to work, go to space. I mean, there are all kinds of things. Like, going to space is, like, you know, a very interesting way of exploring the staying alive objectives, right?

31:03saying, oh, what if this whole planet goes away? And then we want to stay alive on another planet for humanity, right? So there's different explorations of how we stay alive. Some folks focus on just the right here, right now, there are people starving. Other people say, well, we also need to make sure we keep improving as humanity. You keep saving the planet. There's all kinds of complex objective functions that I don't see AI right now being able to sort of come up with that are completely outside of what's called the hypercube or the convex, even the convex hull of all the things that's seen online.

31:42Although, yeah, and part of this is because they're purposely restricted from having memory. So they don't build their own memory of every conversation that they have and therefore they can't build on learning as a human would do from a baby to a adolescent. It's memory plus learning that does some of that. that you're 100 % right. Memory is something we're also working on actually at you.com quite a bit. And we have this personalization. If you say, I have three kids, I love hiking, I live near Palo Alto or something like that, then you can basically infuse that back into the conversation. But it's really, really hard.

32:22We've seen some competition try to do it and they all kind of turn it off because you say, oh, I love hiking. And then a month later you ask, who's the French president? And then the answer is the president of the French Hiking Association is this, that. You're like, ah, that's so bad. Like, it doesn't even answer my base depressions. And because it's like overly focused on that personalization. Turns out it's personalization done really well is really, really hard. And so just like with a lot of other things, you know, future is already here on you.com, but it's not equally distributed. I think you're going to see more folks copying that personalization feature in the future as well and trying and working on it and making it better.

33:02And so, yes, memories be hard. I think it's also problematic because you don't quite know when to train the model based on a conversation and just updates its weights versus when a fact can be mentioned only once, but by the right person that you trust a lot. And hence, you can completely store it to permanent memory forever. And then how do you merge this fuzzy memory of a large language model with very specific database memory? right where you just say look the numbers of the smp 500 were like this you don't need to like have a fuzzy sense maybe you want to have a fuzzy sense on top of the very specific numbers but one of the magical ways that humanity has improved is through writing and through uh like being able to use external memory also and how fast is the rate of improvement and what is the constraints within this is it computing electricity is it the models just keep going keep scaling with more compute how are you seeing the thing and then obviously it's moving to a different substrate as well whether it's biological compute or others how do you see the evolution of of the improvements wow yeah great question um so i think we're going to see a few sort of s curves right um and in some cases we're at the very beginning of an s-curve and we're astronomically far away from reaching uh the the flat period uh the flat sort of phase of of an improvement in other cases we're quite far um and so again like this a computer vision example is a good one just standard object classification is not that hard um navigating in three environments We're making a ton of progress, and I think we'll get there.

34:56I think humanoid robots will get there in a few years. And then it's a hardware question of how fast can you have them move without being too dangerous to people, and there's a bunch of interesting trade-offs in that. I think in terms of knowledge, we're just at the very, very beginning bit of knowledge discovery and what AI can do. and we need to eventually, I think, have better hardware, more hard drives, a better way to store and access all of that data. And so those are sort of pragmatic bounds that slow it down, but ultimately you can learn a lot more than what we know, both in the micro and the macro, right?

35:37We think of computer vision for a long time as perception within the electromagnetic frequency spectrum of our eyes, But you can go much lower to try to see all the way into the atomic level. You can go much higher into the macro world and have thousands, millions of sensors that look at all the way to gravitational waves and look at their speed of light cone and try to infuse all of that data and then extract knowledge from it through compression. So there's a lot of interesting questions. I think it would certainly help immensely if we find more energy efficient substrates for AI. Clearly, we're excited enough about the current paradigm.

36:27We're just going to build more nuclear power plants and try to get more energy to feed into GPUs right now. Yeah, we seem to have not finished how much we can get out of a piece of sand, right? You know, we're still, that seems to be scaling, but I'm seeing the biological substrate coming and people are working on it. Because, you know, obviously, if we just look at the human brain, the amount of energy it uses versus GPUs, right, there's a staggering efficiency. And that feels like the market's going to move that way because if it's efficient, it goes there. That's right. It is like, I've looked at a lot of hardware startups.

37:07It's so hard. A lot of hardware startups, I see them, I pitched them over the last couple of years and they say, oh, we're going to be 100 % faster than these NVIDIA GPUs. We're going to be so much more energy efficient because we're building it just for transformers or we're having, you know, like using light and hence the speed of light to communicate between the chips and all these different ideas. And then you're like, yeah, but by the time you can really get this out of R &D, really have a bunch of fabs in the world that produce it at mass scale and get it into the cloud providers so that I can easily access it and then have all the software stack that also is optimized for this new compute substrate.

37:48By that time, NVIDIA is also 100x faster than NVIDIA is today. And so it's been very hard. In the last five, 10 years, a lot of folks have tried. No one has been able to get even close. even some of the big folks like Intel are not able to catch up despite being much, much larger in the past. So it's very hard, but I agree with you. There should be more done. I think quantum computing could be a path to have just insanely more speed. Again, we need to change the whole software stack on top of this new computing substrate. I think biological substrates are very interesting, very finicky right now.

38:25It's hard to keep biological matter alive. and then properly connect it to a digital world, but also very promising. Even earlier, I would say, than quantum computing, though. It's very complicated. How I look at this space, and you live it and breathe it, is it's so fucking fast. There's so much going on, and so many businesses or ideas will fail because there's so many people sprinting. You do VC as well. How do you allocate capital to this? I find this one of the hardest things I've ever seen, because as you rightly say, somebody's got a great technological breakthrough that 10x is NVIDIA, but NVIDIA themselves have infinite money and infinite ability and the right relationship with TSMC to get the stuff built.

39:16How on earth do you allocate capital in this space? Yeah, so it's non-trivial. We've seen a lot of folks try and fail. Our fund is doing really, really well right now. We're over 3x TVP in fund one and fund two we just started this year, but it's already seeing some markups as well. I think there are a couple of ways you look at it. One is you need to have, ideally, in the early days of this field, strong AI nativeness and AI expertise and then also deep industry insights. I think those two combined is usually a perfect match and what we're very excited about investing in. We personally stay away from some of these mega rounds.

40:02There's some companies that basically raise at a unicorn level. And what that often means is that you combine seed stage risk, where most companies die, actually before they amount to much of anything with late stage returns. Because if you raise at a billion dollar valuation, even in a successful case, you become worth a$10 billion company. It's only a 10x and you need a few winners worth a thousand X in VC world to make it work, have the power law work in your favor and so on. So the expected value of those kinds of investments as an investor is not great as really suboptimal. So I'm not saying none of those will ever work out, right?

40:46It's just that it's seed stage risk. It's very, very hard. So that's one thing. We look at a mix of first principles. Where's the world going? Where do you have data? You know, any job right now that isn't even getting digitized is very safe from AI. No one's going to automate plumbing anytime soon, right? Because no plumber is using a bunch of robotic hands, has a camera, has 3D scanners around it as they crawl underneath your house to fix a pipe. And because no data is being collected, there's zero progress towards automating plumbing in the world. Now, if you're working in radiology where everything is digitized, you get a digital scan in.

41:27they can observe exactly how you go through a 3D like MRI or CT scan, how you change the contrast, and then you mark up certain things. So you label it for the AI and then you get an output. That is a perfect use case where more and more of that workflow can get automated with AI. Same as a lot of digital knowledge work that we're seeing in U.com. And you're just making yourself more efficient and eventually you can just manage the AI to do these things for you. So I think, again, very different speeds of rate of change in different industries. But eventually, almost any industry will get disrupted in the next couple of decades.

42:05At some point, if your plumber makes more than your marketer in your knowledge work company, then there's enough economic incentive to say, let's put some cameras on the plumbers. Let's put some robots next to them. Let's have them guide the robot to do the work and then eventually collect that data and then automate it. And then the plumbing company can just send out a bunch of robots and do the work. So when you're looking at the investment opportunities, are we still at the deep tech as the place to invest or the applications layer or both? Great question. I sometimes wonder if some of the foundational models are a little bit like telcos in the sense that telcos unlock a huge amount of value.

42:52right like it's incredible you can't build an uber without having an internet connection on your phone but the telco didn't make all the money from uber right and so i think there are a lot of uh lm providers and then meta facebook meta comes around open sources a model now that open sourcing of the frontier model it's actually really strong just evaporated hundreds of millions if not billions of dollars of value of knowledge for some of these foundational model companies for how to train a model from scratch. And when that value is now diffused and coming into the world, that's amazing for the world, but it adds additional pressure for the foundational model companies to just be cheaper and cheaper and cheaper.

43:41And eventually, really, it's going to be thinner and thinner margins sitting on top of NBDI GPUs and cloud providers. They're just utilities in the end. It's become so ubiquitous that they become utilities. That's right. And so we're now talking about some of these models getting to the level of a PhD student, which is immensely exciting for humanity's progress. But the corollary here is also that most jobs don't require a PhD. And you can already, with the current technology, as long as a job is fully digitized and data is being collected for it, you can already do more and more automation on it.

44:21Now, I think we continue to need to have foundational model companies that do interesting novel things. I don't know if that's just building another really large LN, but I think there are other foundational models that I described earlier and used for science where there's much less progress. And so I think that's one aspect. And then indeed, to answer your question, we believe the application layer is a much easier space in the sense of so much low-hanging fruit, being the first to take AI, understand it well enough, understand its limitations and its capabilities and opportunities, and then apply it to a particular industry.

45:06In biology, especially, there's just immense amounts of progress that we're seeing on not just proteins, but drug development, drug testing, and drug formulation tools, like how much and how should you actually administer a certain medication. And there's so many opportunities in AI for healthcare, chemistry, material science, like building out new kinds of materials, new touch of batteries, new touch of solar cells. There's just an incredible amount of exciting opportunities in, you might call broadly, application layer. Do you think that this is the death of SaaS, the software is eating the world idea by Marc Andreessen?

45:48it feels that software itself is going to be replaced by this, which is not, it's not SaaS in itself. It's a whole different thing. And everything becomes copyable, right? You essentially can upload a website at basic level now, give it to an AI, it will come back and rebuild it for you. Brand new in a minute. So yes and no. So like AI will rebuild the website for you in terms of the HTML or something, right? But it won't have all the data. I won't have all the logic behind, like, what happens if I click on this? And if you look at Slack and just like, when will Slack send you a notification? It's an insanely complex, like, 50-step process where it checks on a lot of things.

46:31You can't just, like, look at Slack and be like, oh, I'll just copy that entirety and have a really good experience, right? So I think we will see software that is custom built, right? Like anyone can be like, I have this use case where in my house is the Tesla batteries of this and the thermostat says that. Like, I want to build this new app that is really just for my house. I think that will be possible. Right. You can have personalized app development, but it's also not going to be that easy to just replace an entire product. Now, I do think the bar is getting higher and higher to build really high quality products.

47:07And it is actually right now we're in this funny state where it's so easy to build a quick prototype where they say, and we've actually seen this now. We've had companies say, oh, we built Vue.com. Like, we don't need you guys. We built it. Like, here, take a look. I'd show you a question, and it gives you an answer. And then a few months later, they say, well, we realize that the answer is like 60 % of the time correct. And the citations don't really work. And so we don't see adoption. And like 3 % of the people in the company use this chat should be key thing or use our own thing. And then they start using you.com.

47:47They say, wow, it can be 95 % accurate. Wow, the citations are going to actually be trusted. Wow, it's dealing with all the change management. And then they end up becoming customers of you.com. So it is like this sort of proof of concept vibes where you just like look at it. You're like, oh, wow, this is amazing. I'm done. Versus like you actually get something in production right now. There's still a major, major gap. Now, I'm sure over time, AI will get better and better at coding. It's one of those beautiful examples, again, where you can simulate actually quite a lot. You can simulate code, obviously, in a computer and then run it and then get feedback and then you can iterate.

48:21So AI for programming is a major opportunity and it will get easier and easier over time. The question I want to ask you, because you used to work at Salesforce, is what is Mark Benioff talking about when he's talking about the millions of agents? What is that vision that's coming? I don't want to speak for him, but I think... No, but what in your interpretation of enterprise scale agents in something like that environment, what does that mean for people? Because don't forget what you know versus what the general public knows. It's so disconnected, right? People don't understand the scale of what is happening and how big this all is.

49:01100%, yeah. Let me give you a story. We actually launched with a company. We'll talk about them soon. It's a big cybersecurity company. We launched u.com, and you can build agents on u.com. We used to call them modes or assistants a year before people called things agents, and then realized, again, the future was already there, just not equally distributed. Now we call them agents because they are essentially what we now interpret as agents. What are agents? Generally, agents are just neural sequence models, like large language models in chatGPT. But instead of predicting only the next word, they can also predict what's a good next action to take.

49:40What's the next button to click? What's the best form to fill out, the drop-down menu, the app to use, and all of that, right? And so as you include actions in the digital environment in these neural sequence models to try to predict what's the good next step, they become agents. And so we've launched agents last year where they can decide to search, they can decide to program, they can decide to run that code and then merge all of this. They can decide how to visualize the data versus just text. And so we've had these agents for a while. What we've seen is that companies will get a couple hundred seats, like maybe 100, 200 seats from you.com.

50:22Once we do a workshop with them where we actually go through all the examples of what they can do, it goes from 100 to 200 to like 700 seats. Yeah, everyone's limited by what they don't know how to deal. They don't know how to use it. And even they have to ask ChatGPT. They get scared. Exactly. This goes back to this idea that we're all becoming managers, but it's not intuitive for a lot of people how to manage in the AI. Right. And so when you, like, I'll give you an example, right? Like the marketing team is like, oh, maybe I'll like ask it to rephrase this thing, but that's not a big use case.

50:58And we ask them, oh, what do you do? And they're like, well, every like first of the month, we get a new feature release from the product and engineering team. They send us this big document with all the new features that come out. So what we then have to do is we have to go on the web. We have to compare these new features to the competition. Then we distill them, summarize them. And then we write out like three LinkedIn messages, three tweets, and two email campaigns for the two industries that we're responsible for. And we're like, let's describe that to an AI. And now let's drag and drop that document into that custom agent.

51:37And then boom. It's just like it goes through all those steps. It goes on the web. It does the thing. It summarizes it. It writes the messages. and they're like holy shit this is like six plus hours every monday like first monday of the month but the hard thing is it's the inertia of actually doing that step of teaching it right that's the bit that everybody gets stuck at as you said the managing of the ai because like with a new member of staff you have to train it and you have to train it not in complex technological stuff you just need to tell it all the steps and most people aren't that discipline as a radiologist you will be because it's a medical procedure you've got certain rules and criteria marketing people less so accountants yes lawyers somewhere in the middle that's exactly right yeah it's also interesting when you look at lawyers and uh if you tell a lawyer that gets paid by the hour to say hey you can just be twice as efficient in doing your work they're like i don't i don't really care because I get paid this amount per hour, whether I do twice the work or half the work, I get paid this amount of hours until you actually get fired.

52:51And until you get fired, it's fine to do as little work as possible. You just need to do enough to not get fired. Now, of course, if you want to get promoted and so on, it's like different incentives, right? But hourly waged workers probably love AI efficiency increases the least. It's people that are entrepreneurial material people want to excel at their work people who are partially owners of their company which is easier for startups right all our employees have equity in the startup so they are all partial owners they love those efficiency gains from ai and even like for legal it's complicated in the sense that their company internal lawyers they just have a ton of work and they get paid not by the hour they get paid just to help the company not die and not get sued and all of that right So they have infinite work.

53:41They would love to get some help because they will still need them in the company. But if you're just an external hourly paid legal worker or a lawyer, you don't necessarily love 20%, 30 % efficiency increases. You don't. No, because you're not driven by productivity. You're not driven by productivity. You've still got your 60 hours a week that you work of which you can bill for. And you don't give a shit how productive you are as long as you bill that number of hours. The moment productivity comes in the equation, I kind of do double the amount of work and get paid twice as much. Okay, then it becomes a no-brainer in using this because the productivity from this stuff is very, very real.

54:22Exactly. Exactly. One of the things I'd love to hear your thoughts on is what are you seeing with the disruption of education? Oh, boy, yeah. We actually work with quite a few educational organizations. I'm excited about some announcements that we're working on right now with a large university and university system. Education is going to massively change, right? I think generative AI, the sort of rule I came up with is generative AI is immensely useful if it takes you a long time to create a work product, some kind of artifact. but it is very quick to verify that that artifact is right. Now, for example, illustrations.

55:11You can very quickly create an illustration. It would take you a very long time if you did it manually, but an AI can do it quickly, and you can look at it in a very short amount of time and say, that it looks great, and you're done. So that's a perfect use case for Gen AI. Now, in language, it's actually different. If an AI writes you a 50-page document and they're no easy-to-verify citations and it takes you forever to make sure everything is correct in that document, it becomes less and less useful than just writing it yourself. And that's why at u.com we push so much to citations. And actually when you use research mode and you click on a citation, it sends it directly to where it found that fact.

55:51right and that way you can very quickly verify that this fact is actually true because based on the source and so on and you see it directly marked in the browser scroll down like this is where i found that fact so um what that means is that we need to teach kids how to use these tools i think to say like oh we should just outlaw them education makes no sense right it's just saying don't use a calculator you've got to always do the mental arithmetic in your head it's like why right but you also need kids to still be able to think creatively think on their feet be able to hold a conversation and so what that means is you're probably going to eventually have to test more stuff in class right like test a conversation can you argue can you debate a thing and at some level you need to have the facts memorized because it's hard to be like in the middle of the conversations like let me try to find quickly an example when i try to convince who like AI agents work great for marketing, right?

56:49Like I just did. Let me try to quickly find an example for AI agents for marketing. And then you wait for it and you like get the answer. And then you say, like, it doesn't work, right? You need to, if you want to creatively think through a space in science, especially, right? Chemistry, biology, there's a ton of knowledge. If you don't have the knowledge, it's hard for you to be creative and identify boundaries of that knowledge and how to push it forward and all of that. So we do still need to test kits for a lot of things. some of the testing will have to be in the class with no internet. But a lot of times we need to teach them to have good discernment, good judgment for an AI product versus just creating the product, the knowledge product yourself and scratch.

57:33The skills of being human, social skills, the things that we lose in an online world become more important to a child when they have access to infinite knowledge like everybody has access to water that's basically what's happening here infinite knowledge of the scale of water so okay we don't need to now go to the well every day and find our water we don't need to accumulate knowledge in the same way but we still have to interact with humans you know and interact in the world around us and i guess that is what we end up getting taught more more than the retention of knowledge like we don't need to retain the ability to do maths in our head anymore because we use computers or calculators.

58:13That's right. And what that means, fortunately, is that we can operate at higher and higher levels of abstraction, right? Like that's sort of the magic of civilization and humanity is that you don't need to understand how this toaster really works. Like if you drop most people in the jungle and you say, build me a toaster that actually runs, like no one can do it, right? Like you need to have electricity. You need to understand how materials you need to, and there's so many things you can need to understand. But we can build these levels of abstraction. And what that means for education is and even computer science, we see this and most beautifully work out well in computer science.

58:48You don't need to work in assembler. You don't need to understand the very bits and bytes of a CPU to now build a whole website with five lines of code. And soon you can build a much more complicated website with five lines of English. right uh but if then there's something off slightly and you're like well there's a bug and android and this version and so on and you it's still useful to know how to fix it right and so i think the levels of abstraction in education need to keep up with that understand help people under and students understand the basics uh so they can then uh really creatively put it all together.

59:31When I look at all of this, I don't understand how the economic machine works any longer. Because, you know, I look at GDP growth as driven by population growth, productivity growth, and let's say debt growth. Population growth is now going to be infinite because of AI and robots, infinite productive units, and productivity goes higher. I don't know how the economic machine is even recognizable. Even the study of economics is basically a study of human supply and demand, and it all kind of disappears. We actually built an AI economist when I was working at Salesforce. We had this really exciting paper that really hasn't had its moment in the sun yet because economics is an extremely slow-moving field, and you can't really prove to economists that this is a better model.

1:00:20But you can use AI also to model economics. So what we did is we You built a two-level reinforcement learning problem where you had AI agents that just tried to build and maximize their own utility. They want to build houses. They want to collect resources. They learned to block other agents off of those resources so they can have them all to themselves. And then so on. They'd maximize their own utility. And then you had another agent that set taxes and subsidies in order to optimize a specific objective function. In this case, the objective function was to maximize productivity of the overall economy multiplied with equality.

1:00:58And so if someone was able to completely block off a resource and they get monopoly power, it would get much more heavily taxed. And the folks that can't get access anymore to that resource get some subsidies. And it can learn basically much more optimal taxation strategies than anything we have right now in the world. I wish economists looked at this paper a little bit more carefully. It was unfortunately rejected at some major journals by some weird like ethics philosopher like person. It was like it was very unfortunate that paper has so much potential for humanity. But the field of economics is mostly like run based on vibes and not math.

1:01:41And so I think, one, the future is already here. It's just not equally distributed, right? There are still people who don't have access to water, right, in your example. There's, like, fights over water. Like, you know, there's a big dam denial. And, like, Egypt's, like, scared that they lose a lot of their water source and their lifeline, all of this, right? And so there's, like, even for the most basic things, it's not going to happen all overnight. I think the companies and countries that embrace this change are going to first slowly and then more and more quickly move ahead and become more and more efficient.

1:02:22And then, indeed, I think you're right. At some point, the partnership of labor for income is going to change. Or knowledge for income, right? That's the other big one. That's even bigger. knowledge, yeah, knowledge, work, and yeah, everything. And so I think in a weird way, Europe is well-situated and well-positioned to protect people from the downsides of AI, but unfortunately isn't well-positioned to actually get the additional efficiency increases because they over-regulate everything, they don't invest enough in AI and so on. The US is very well-positioned to use the upsides. They have amazing technology in Silicon Valley.

1:03:05a lot of people want to have this constructive optimism to make the technology get better and build amazing things but then they have very little infrastructure uh in their social market economy to like support people whose jobs are going to change like education is really expensive you definitely don't want to go to college multiple times because people are already like a huge debt after going to college once so like you know if college isn't free uh which it is in germany like You don't want to go there multiple times and learn new things. The unemployment benefits are not great. The health care is tied to your employer.

1:03:39So there are all these things that Germany is well positioned to help its populists and its people to prevent the downsides. But yeah, I wonder what the Pareto optimal boundary here is in terms of just the legal and welfare systems to still encourage a lot of hard work the way the U.S. does and having that entrepreneurial mindset. versus just trying to say, hey, let's just not rock the boat so much, just things are so nice and we get so many social benefits already. It's going to be complicated. I think short term, I'm a little bit worried. Long term, I'm extremely optimistic. The long term arc of humanity is very positive.

1:04:19Yeah. Also, I think that with your understanding about how AI can help economics, it's the same for governments, the mass allocation of global resources, you know country level resources there's no reason an ai could not be a lot better at government the system of government much more efficient and the same with running corporations an ai probably does a much better job at the majority of tasks within a corporation um than humans do or it will be in a few years time you know five ten years time that's right yeah eventually eventually i think i can be very very good at a lot of different things i think for now, of course, it can already be a good advisor.

1:05:02Now, the truth is that there's so much identity politics right now, right? And people say, oh, if you vote for me, I'm going to give you these tax credits. If you vote for me, I'm going to make your life easier. If you vote for me, I'm going to prevent AI from happening because you're only going to vote for me if I promise you to keep your job. And so I'll promise you to keep your job and then you can't use AI supposedly as a politician or like improve it and make sure it works right and it's it's complicated it's a messy very messy process and they're just humans don't always want more efficiency right and there i think ultimately different societies will choose different paths right and personally i love like the future i love like automating all the boring repetitive things uh away but some people get a kick out of gardening and just doing that kind of work, right?

1:05:53And so they want to continue doing it. And at some point, we're going to see, you know, like what we already see right now, which is like there's some islands in Greece, some beautiful islands in Italy. They're not all thinking about efficiency every day. They're fishing, they're enjoying the sun, the ocean, and their lives. And they don't want AI to automate all of that enjoyment because they're already enjoying it us. And so, and I think the countries again, and companies that are embracing it, they will just become more and more wealthy and pull ahead more and more in productivity. And then there is more and more inequality between the countries that can embrace AI and do embrace it and the ones that don't.

1:06:34Yeah, it feels that humanity is going to go through a big fork. And there's going to be the two different ideologies. There's the decelerationists and the accelerationists, who will end up merging with the machines in whatever format that means, and the others will opt out. And it's kind of like the Amish opt out of modern contemporary society. I think we will see that, whether that force, that creates a new human, much like we had Neanderthals and Homo sapiens living together for 50 ,000 years, and then one disappeared. You know, it's such a big thing that's happening. People just can't get their heads around it.

1:07:12So it's just fascinating. Thank you for your time for allowing me to just think through some of this stuff because none of us really knows. It's happening faster than humans can even imagine. We're not very good with exponentials and we're not very good with Reed's law, which is like Metcalfe's law squared, which is what this is doing. So, you know, it's just kind of strap in and go for the ride. But listen, thank you for what you're doing. Thank you for joining us. It's been super interesting. Thank you. It was a fun conversation. So I think an incredible conversation to give us yet another layer of understanding of what is happening.

1:07:47Now, what is interesting is within AI is there's not a consensus of what is happening. You know, some people don't think there's consciousness developing. Other people do. There's a lot of things all happening at the same time. The rise of agents, we're seeing that that's overlapping into crypto world. So we really have to keep our eye on all of this. And it's one of the things that we do at Real Vision. we really try and follow this. I mean, I have a whole research service called The Exponentialist that is just dedicated to this, this six years, how we can make the most of it. But Real Vision's got your back.

1:08:21So if you haven't signed up, go across to realvision.com. You can use our AI tools. You can see what our community is talking about and meet thought leaders in the space. It'll make a massive difference and it's free. I'll see you on the platform. If you liked this episode, I'd love for you to head over to realvision.com forward slash join for a free membership. Start your journey today to unfuck your future. Just one click away.

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From the publisher

👉 Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision

Raoul Pal welcomes Richard Socher, founder and CEO of You.com, for a mind-blowing conversation about the company's founding and the future of AI. From AGI to agents and how to invest in the space, Raoul and Richard dive deep into the world of AI. Recorded on October 24, 2024.

🔥 This episode is brought to you thanks to Kalshi. Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision

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