how should companies and countries think about AI to drive growth and prosperity the Mantra of AI or die is real and certainly companies and countries that do not engage will die we made an investment in a Dev Tool company and this thing has grown from 0 to 40 million in Revenue in 3 months we have restaurants that are operating with no people or one person just overseeing the machine we’re quickly getting into that Interstellar moment where you’re just interacting in a very human way my family is using Tik Tok how do you think about making sure that you’ve got measures in place for the responsible use of AI it’s a particularly um uh important problem for us to get on top of it’s reasonable to expect that within 6 to 8 years it will be possible to have a single system that is 80 or 90% of the ability of a of the expert in every field what do you consider the most dangerous outcome around AGI or
[00:01:00] artificial super intelligence we as humans are not ready for the arrival of this we’re just not ready for it all right I have the very unenviable task of doing this in 40 minutes when each of you deserve two hours on your own um I’m going to take notes from the conversation this morning and go for each of you uh and wish me luck please uh Travis I’m going to start with you um founder of uber CEO of cloud kitchens uh you know we talk about AI a lot and all about the you know the super fancy big billion person Transformations um how is AI going to change business right now and transform and expand and change profitability of businesses um you’re doing some amazing
[00:02:00] things with Cloud kitchen and AI please yeah I mean those are two different questions um if you just do when I look generally at what’s going on right now it feels like we’re entering an era of bigger as better that if you are a large company with a strong business model that the technology that’s coming is actually going to give you competitive advantage over folks that are smaller like the cretion of value is going to the bigger players and there are probably a lot of very simple things that can be done to create more profit and bigger Moe on those business models is my guess so there’s just like blocking and tackling like workflows customer support onboarding sales all getting automated will make an already strong business model like supercharged and I think
[00:03:00] for the biggest companies create trillions of dollars of value I mean we’re doing you know my company’s doing the future of food it’s real estate software and Robotics for food and there’s lots of fun practical things that are that are happening I mean they’re they’re going to be big but they’re they’re also practical um you know we have a we have a we have a machine that makes food like uh imagine if you were to go to Chipotle play that front line of people that is making your bowl we have a machine that does that so we have restaurants that are operating with no people or one person just overseeing the machine but if there’s only one person in that room you know you got to we now have that person talking to the machine about how the machine is doing as if they were an employee so yes so then it’s this is simple stuff but this is where we’re going now like we have in up and running
[00:04:01] in restaurants today where you’re asking the robot hey is the food warm am I running out this kind of thing but we just said well you know might as well just give it a personality so now you can ask like did the Dodgers beat the Yankees today which they did and you can have a conversation and it’s sort of you we’re quickly getting into that Interstellar moment where you’re just interacting in a very human way I I’ve got to ask this other question just for fun if you were if you’d remained CEO of Uber or were still CEO what would you have done differently what would you be what would Uber be doing now oh man we could take the whole hour on this one um I’ll keep that one short May I’ll give you a couple things um look we had uh probably one of the preeminent AI labs when I left Uber
[00:05:00] and we saw the you know the seminal paper out of Google the the attention paper I mean you guys know how I rolled when I was doing Uber like we’d probably be doing some pretty interesting stuff on that front I mean sort of in a more practical on on the more practical side like uh we were starting to roll out I mean of course we’re doing the autonomy thing I I’ll put that aside I think elon’s going to take care of that at this point but we were starting to roll out um almost we looked at we looked at Transportation as a highfrequency trading business where we would buy trips from drivers and sell it to Riders we were a market maker and so we were starting to set up Quant teams for each City to do the highfrequency trading of the trips so that we could get the lowest cost reliable ride more efficient gain market share get more
[00:06:00] profits all this it was is kind of a fun geeky Finance thing but one in 30 seconds you’ve been you’ve disrupted two huge markets uh your one piece of advice for someone here who wants to go disrupt a Marketplace today how do they what’s your piece of advice for them um you know look I I I’ve over time I’ve tried to distill what it means to innovate at speed and at scale into sort of principles or or pillars uh they they basically are cultural values at my company and so we’ve distilled it down to uh truth trust and passion and again you know those are highlevel sort of ideas um but doing those really well each of those really well is sort of how you innovate at speed and in scale and it’s you know there’s a lot in there but like think of the childlike playfulness and
[00:07:00] curiosity with a teenage rebelliousness with a an old man’s Wisdom that’s a beautiful mindset set up thank you thank you Travis everybody I want to take a short break from our episode to talk about a company that’s very important to me and could actually save your life or the life of someone that you love company is called Fountain life and it’s a company I started years ago with Tony Robbins and a group of very talented Physicians you know most of us don’t actually know know what’s going on inside our body we’re all optimists until that day when you have a pain in your side you go to the physician and the emergency room and they say listen I’m sorry to tell you this but you have this stage three or four going on and you know it didn’t start that morning it probably was a problem that’s been going on for some time but because we never look we don’t find out so what we built at Fountain life was the world’s most advanced diagnostic Centers we have four across the us today and we’re building 20
[00:08:02] around the world these centers give you a full body MRI a brain a brain vasculature an AI enabled coronary CT looking for soft plaque dexa scan a Grail blood cancer test a full executive blood workup it’s the most advanced workup you’ll ever receive 150 gigabyt of data that then go to our AIS and our physicians to find any disease at the very beginning when it’s solvable you’re going to find out eventually you might as well find out when you can take action Fountain life also has an entire side of Therapeutics we look around the world for the most Advanced Therapeutics that can add 10 20 healthy years to your life and we provide them to you at our centers so if this is of interest to you please go and check it out go to Fountain life.com back/ Peter when Tony and I wrote Our New York Times bestseller life force we had 30,000 people reached out
[00:09:01] to us for Fountain life memberships if you go to Fountain life.com Peter we’ll put you to the top of the list really it’s something that is um for me one of the most important things I offer my entire family the CEOs of my companies my friends it’s a chance to really add decades onto our healthy lifespans go to Fountain life.com back/ Peter it’s one of the most important things I can offer to you as one of my listeners all right let’s go back to our episode Jack hit my dear friend one of our trustees CEO of sandbox AQ you have your chairman sitting right next to you no pressure no pressure whatever so uh first of all please explain AQ but then what are large quantitative models and what role do you envision they’ll play in the current evolution of AI well Peter first of all I’m very happy to see that we still have humans on the panel instead of just AI so I think it’s just another few I mixed the AI in this panel yest okay another few FIS it’s just going to
[00:10:01] be avatars up here um the Mantra of AI or die is real is real it’s not just a phrase it’s happening right now it’s happening on several levels and certainly companies and countries that do not engage will die but now the question is okay let’s all say we all agree on that which AI what AI what kind of AI what mix of AI and the marketplace now is starting to offer more than just one slice of AI and and that’s what’s exciting so we have of course large language models many people in this room are and on this panel are involved in that and making huge stdes and we’re seeing AI now take on reasoning and I’m sure Eric and others will also address that but there’s a whole another side of AI that has had less focus and that’s quantitative AI That’s AI That’s based on equations and data quantitative data numerical data when we think about starting a biofarma industry in a country that never had a biopharma industry that was really not even
[00:11:02] possible 5 or 10 years ago but now we can come to a country like KSA or other countries and say hey let’s get that going but it’s not large language models that will win the day there it’s models that have been trained on biology physics chemistry electrons that kind of interaction so quantitative large quantitative models lqm as complimentary to llms allow us to do that at scale and speed and we do that on the same GP use we have Nvidia here on the panel that llms use but we tweak them in a very very different way we train it on a very very different kind of data the data doesn’t come from the internet the data does not come from downloading Wikipedia and Reddit and social media instead we generate the data from the actual equations that govern our world and this is now a whole new superpower for humans that we just never had before as as a species until 3 years ago it was not possible to calculate with any kind of accuracy how one
[00:12:01] molecule that’s meant to be for example good for Alzheimer’s or Parkinson’s or brain cancer or pancreatic cancer would fit would lock in that receptor now as of just 36 months ago with the collaboration of many people in this room actually and on this panel it is now possible yeah so lqms are really about another key tool in the tool chest complimenting llms sitting alongside the many LMS out there but a core tool that llms will interact with going forward in the future so you mentioned data um and one of the things that we talk about is the importance of data and how the world may be running out of data to train these so how do you how you how should leaders think about the proprietary data generation they have and and and retention uh as AI models become more commoditized well Peter we we all talked about Genai gen is a very real and big thing but now let’s talk about gen data
[00:13:02] generative data how do you generate data well when you want big data sets that govern our world of either quantitative Finance to look at portfolio optimization or again a new material to build a car that would be light weight make the car lighter weight so it’s more fuel efficient we can’t turn to the internet for that data that is not where we’re going to get it instead we generate the data from these equations those become interesting Heisenberg yeah exactly that’s where Quantum comes in when people hear the word Quantum I know people get scared sorry but Quantum is not just about quantum computers it’s about today on gpus from alphabet TPU from alphabet GPU from Nvidia and others there’s many others coming out we’re able to run the quantum equations that is the equations that actually govern our world at scale on these gpus and tpus this is new these chips by the way were never design designed to do this in the first place and it’s the human
[00:14:01] Ingenuity that is quite fascinating that came up with this you know uh you did an incredible job spinning uh sandbox AQ A is for AI Q is for Quantum just you remember that uh out of uh out of X at at Google and you have real products today can you just very quickly give us a sense of what what sandbox’s products are that you’re sure I I’ll give some extra real case studies here at fi we have I Paul Hudson the CEO of copi one of the largest Pharma companies in the world and our two companies actually are announcing just today uh we were just on CNBC earlier uh announcing that we’re working together to apply this AQ to apply this lqm this quantitative AI to accelerating biomarket development that is development of Diagnostics that will help all of us and drugs as well so that’s a real world case study of how we’re using it there we’re also working with companies uh like da and others on the chemical side to say how do we get
[00:15:01] new catalysts that could bring us new materials when we think about the hydrocarbon space think about the output of a Refinery we say okay the high octane fuels very profitable jet fuels kerosene profitable NAFTA but how about the bottom of the stack Peter that bottom of the stack petroleum companies don’t make much money on it’s sold to smelters and others and burned in the air and so when we think about what we can do with AI that understands chemistry we can now take the bottom of the refinery Stack Up value it to things like carbon composits carbon composits are what make a McLaren car so powerful and yet so light ason Martin Ferrari and others but it’s not accessible technology to all cars by working with the hydrocarbon producers we can say how do we now make this kind of Technology available on a democratized basis so these are real world impacts be it in biopharma in chemicals in fuel in energy and Elon was talking about energy and
[00:16:00] energy storage The Battery Technology we have today Peter is 45 years old and we need to leap frog that and this kind of AI complimenting llms this is where it’s going to come from let’s go to your chairman next can we thank uh Ruth for spinning sandbox out thank you Ruth good job Ruth and what a financial success so far absolutely it’s been amazing I never seen a company scale Revenue as quickly as as you have it’s extraordinary Dr Eric Schmidt former CEO and chairman of Google and alphabet there’s nobody on the planet that I think uh holds your stature in this field thank you for all that you’ve done um the path to AGI we talk about AGI it’s this blurry line of what is Agi so do you have a definition for it and why is it so exciting why is you know Sam saying I’ll spend $50 billion whatever it will take um talk about the about that please it’s
[00:17:00] it’s worth understanding what will happen in the next five years please and um the work that these guys highlighted and others on the panel will highlight are going to generate savants that is specialized assistants that will work with you in whatever you do U an artist Savant a music Savant a physics Savant and so forth um those savants will work with you to do research drugs drug Discovery solve problems uh can do many many things uh why 5 years because today we have all the components necessary we have planning we have the ability to do AFF for and backward reasoning we can do step step-wise reasoning uh we can go against objective functions that are much more complicated than they used to before and we can generate arbitrary code in the industry It is believed that somewhere around 5 years no one knows exactly the systems will begin to be able to write their own code that is they literally will take their code and make it better and of course that’s
[00:18:01] recursive I thought that is essentially a change in slope if you’re going like this all of a sudden it goes like that it’s reasonable to expect that within 6 to 8 years from now so 2030 right after that maybe 2032 under current growth rate it will be possible to have a single system that is 80 or 90% of the ability of a of the expert in every field so 90% of a physicist 90% of the best physicist 90% of the best chemist 90% of the best artist when you have such a thing you have a a nonhuman that is effectively smarter than any human because no human can dominate all of those fields maybe Leonardo da Vinci could but certainly not now um we don’t know what happens when such a a thing exists but we know that that race is really important there are many many things that this thing we don’t know what to call it except an AGI could do for example it could analyze uh cyber threats and develop new ones or it could protect against them it could come
[00:19:01] up with new biological Solutions good ones or bad ones so there’s both a national security component and a worry but also a notion of a huge step change in human efficiency and productivity I will assert that we as humans are not ready for the arrival of this we’re just not ready for it yeah I can imagine all future Nobel prizes and math physics chemistry medicine coming from Ai syst and and I should say by the way that if you go to Formula 1 um you you enjoy watching the humans drive around the track now it’s obvious that automated cars wayo cars and so forth could drive faster but we wouldn’t find that an interesting sport so uh here we are in the land of golf maybe there will be a robotic golfer that will beat all the live top golfers but we won’t look at the robot we’ll look at the humans so we poor humans will take on ourselves we’re very biased aren’t we that will be how we choose to entertain ourselves very briefly but this takes an hour worth of conversation what do you consider the most dangerous outcome around AGI or
[00:20:03] artificial superintelligence there’s a huge issue around proliferation and right now we don’t fully understand the rate of proliferation of the mid-tier models and open source models there’s a consensus at the moment that models that cost less than $100 million to train are probably not that dangerous and ones that cost more than $100 million are more dangerous I have no idea why we believe that but that’s the number so what will happen is at some point there will be proliferation of inexpensive tools that can do significant damage the most obvious one is in biology yeah thank you something you know a lot about and and I do think that we’re going to see extension of the human health span because of AI we live longer but it’ll be more dangerous in some situations hopefully we can moderate that did you see the movie Oppenheimer if you did did you know that besides building the atomic bomb at Los Alamos National Labs that they spent billions on biod defense
[00:21:02] weapons the ability to accurately detect viruses and microbes by reading their RNA well a company called viome exclusively licensed the technology from Los Alamos labs to build a platform that can measure your microbiome and the RNA in your blood now viome has a product that I’ve personally used for years called full body intelligence which collects a few drops of your blood spit and stool and can tell you so much about your health they’ve tested over 700,000 individuals and used their AI models to deliver members critical Health guidance like what foods you should eat what foods you shouldn’t eat as well as your supplements and probiotics your biological age and other deep Health insights and the results of the recommendations are nothing short of Stellar you know as reported in the American Journal of Lifestyle medicine after just 6 months of following biomes recommendations members reported the following a 36% reduction in depression a 40% reduction in anxiety a 30%
[00:22:02] reduction in diabetes and a 48% reduction in IBS listen I’ve been using viome for 3 years I know that my oral and gut health is one of my highest priorities best of all viome is Affordable which is part of my mission to democratize health if you want to join me on this journey go to vi.com Peter I’ve asked navine Jane a friend of mine who’s the founder and CEO of viome to give my listeners a special discount you’ll find it at vom.com Ruth um a pleasure Ruth is a pres in CIO of alphabet and Google you met her this morning um Ruth there’s I want to quote this um and then ask you about it we’ve all witnessed companies making Grand AI for good pronouncements for sure but when push comes to shove and financial performance dictates decision-making often less lofty ideals uh are what shareholders ERS provide uh demand so
[00:23:02] how do you think you know I think the world of Google I think Google’s transformed the world in extraordinary ways how do you think of AI for good versus AI for financial gain in the position you’re in and Google as a company I think of it as a false choice because the upside from AI is absolutely extraordinary but if we don’t invest to protect on the downside we’ll never have the opportunity to actually invest to cap the upside and that upside downside point is two sides of the same coin so when you think about the upside it’s around accelerating science it’s around social issues solving things in education healthc care as we’ve been talking about it’s the economic upside but if there’s not a responsible Foundation if we’re not doing the heavy work we don’t have a right to have a seat at that table and that means engaging with Regulators constructively it means investing investing in our systems internally so that you’re protecting from the downside if you
[00:24:00] don’t protect on the downside you’re going to find resistance whether it’s from the regulatory world or from everybody else and so they go handin hand and to assume that you can pursue one without the guard rails that are critical I don’t think it’s long-term sustainable and so we view them as two interlined approaches to really maximizing the upside of this extraordinary technology you you’ve managed through a multitude of ups and downs in the economy including the 2008 financial crisis is what’s important for Business Leaders here to know about leading their teams through the incredible changes we’re about to see and do you think people realize how much change we’re about to see in business and industries and Society over the next five years I think the most important point to take away from all these conversations is that the art of the possible is fundamentally changed this is a generational opportunity like we haven’t seen before for and you know I spoke about some of the the key um proof
[00:25:02] points in the earlier discussion this morning probably uh one really important one is in in life science I’m so proud of our colleagues who won the Nobel Prize for this with alphafold credited with being the most important contribution to drug Discovery relevant to your question Demis aabas the founder of Deep Mind the one who went on this journey to create alphafold when he embarked on it he was he said many people said how is this possible and his answer was why not and so we kept going and I think the other really important point when you think about this that I talked about some of the language translation work we’re doing we now translate in 260 languages the important point is that we added 110 languages in the last 6 months alone 500 million people on the planet so it’s a vertical lift what that says is you better not delay you better move right away it’s already been said on this panel I 100% agree and the economic upside is profound so I would say the two most important uh you know there many
[00:26:00] important messages but one of them is the time is now you have to reimagine what is possible because it really is and we’re seeing it already today we’re seeing it in man the manufacturing sector we’re seeing it in education we’re seeing it in so many different areas in fact very importantly on this point about language translation I was recently with the minister of digital transformation uh country and West Africa who said more more than 50% of their population is under the age of 19 they knew that the most important thing they could do and we’ve already heard comments about education today the most important thing to do is education how can you have a country with more than 50% under the age of 19 and not solve that but they didn’t have the teachers to do so and what’s exciting with AI is they can now actually provide education quality education to their entire population and very importantly in many countries as in this one in many of our countries multiple languages are spoken and before a I translate you had to learn French or English in order to get
[00:27:01] the math books now you can learn it in your language and so to me when you think about the impact on Humanity it is incredibly inspiring my dad always said when I was growing up education is your passport for Freedom it is your passport for life this is transformative so one get on the program right away and the second really important point is what Demis said which is why not you have to radically reimagine what is possible how you interact with customers every element of process risk management the way to solve Health Care issues education issues climate change issues but the time is now uh it’s it’s incred and it’s near infinite opportunity isn’t it every industry will be transformed reimagine The Impossible reimagine the possible yeah thank you thank you Ben harwitz co-founder and general partner of a16z man oh man you guys have been uh on fire in the AI Universe um uh so I’d love to hear your thinking as a
[00:28:03] leading thought investor where’s the value going to acrew in this incredible value chain from chips and power and real estate and large models and applications are they all equally uh important to invest in yeah so I think um as as people have been saying it’s such a gigantic Market it’s the biggest market we’ve ever seen that there’s going to be kind of money to be made everywhere I think the issues and challenges are different at the different layers so if you look at the kind of Hardware infrastructure side chips and data centers and power um the big there’s no question in 10 years we’re going to need more all that like there’s there’s no doubt at all um but uh the thing about that is okay how does that progress and uh how do you finance it so if you look back to the internet which you recall we had the biggest bandwidth shortage in
[00:29:00] the world in 1999 and the biggest bandwidth glut ever in 200 acai was charging whatever they wanted to back then yeah it was the most bananas thing and how could you possibly have too much bandwidth in 2001 it didn’t make sense right if you look back historically but what happened is the bottleneck moved so the bottleneck was bandwidth in 1999 but then it became you know how fast could the server spit out the bits did we have load balancers that were good enough you know these kinds of things and then we didn’t need the bandwidth because we were stuck in other places and already we’ve seen kind of the price of Nvidia chips this year are drop in half you go whoa how is that happening well we have this data bottleneck that’s kind of becoming a sort of serious thing and then like we’re going to have a power bot bottleneck clearly and and uh and other kinds of things and then we’ll have a cooling bottleneck and so if you’re financed with Nvidia profits then you’re probably good but if you’re financing a data center with out of debt you could lose it you could get
[00:30:01] upside down very fast so you have to really be thoughtful about that then if you go to the next layer the kind of foundation models the uh what we call the state-of-the-art models anthropic open AI Gemini uh llama that’s a really so that’s 80% of the software Market everybody has to use it for infrastructure so every application everything calls on it I’ll bet Travis has it as part of his infrastructure there’s no question um so that’s just a big and very fast growing Market but it’s really interesting uh in that the price of a token has fallen 100 fold in the last two years the most powerful technology in the world is is almost free yes it’s almost free like the the prices are dropping like crazy but revenue is still increasing so the size of the market is huge and the price competition is really intense like much more intense than you would see in this complex of Technology at this stage normally and then we’re kind of we’re
[00:31:00] ASM toting in certain places so if you look at the growth of gpt2 to GPT 3.5 versus the growth you know in terms of intelligence of 3.5 to 4 2 to 3.5 is much larger even though we spent way more money going 35 to four that’s because we’re hitting a bottle you know like it’s not the end of it um it’s not going to ASM toote forever but it does imply that there’s going to be an architect tal change and so even though the revenue is so huge in this market there could be new players that emerge we could be search before Google when we had 37 search engines and none of them were Google uh and we can’t even remember who any of them were now because they don’t matter um so that’s the kind of trickiness there and then in the application layer You Know Travis hit on a really interesting thing which is big companies can optimize very fast with AI and so as a new compy you have to ask the question a new application
[00:32:01] can I um you know can I get a to Market faster than the big company can get a good product and that’s the race and I’d say look in some cases it’s the biggest private Equity opportunity of all time in other cases we made it just to give you an idea of how fast you can build a good product and take the market we made an investment in a Dev Tool company which is like the slowest growing stuff ever because you’re selling to engineers Engineers hate buying stuff because they can build it of course um and this thing has grown from 0 to 40 million in Revenue in 3 months now like you know like three years would have broken the world record for a freaking Dev tool um but that’s so they’re going to take the whole Market before anybody can build anything as good as they have and so that’s certainly possible and then the other thing that’s been ask you to wrap up oh yes yeah sorry I had too much to say and I and I want to hear it believe me yeah yeah yeah sorry uh but thank you sh uh as CEO
[00:33:02] of Tik Tok uh it’s a pleasure to have you here uh how is Tik Tok utilizing AI to contribute to the creative economy um I think and and what’s the positive impact for the global economy as part of that so um our recommendation algorithm has always been based on machine learning so it’s something we’ve embraced for a number of years uh but what I think has been unlocked you know by by mainly open AI in the last couple of years is this um better understanding that you know the opportunities are actually much bigger and coming faster than we thought possible uh for us you know the a lot of it is translating this amazing technology first of all we need to understand it and understanding it I think you know involves myself I mean I find it hard to catch up there’s so much going on I think a lot of it is using it myself you know I read a lot of reports X number of things can be done y number of things can be done but when use it myself you know um I just like download
[00:34:00] the the the products or you sign up for it and use it myself I get a better understanding of exactly what is possible at this moment in time um for for us you know a large part of the Tik Tok experience apart from discovery which is just always going to be based on AI um is the connection between an idea that somebody has in your head and creating an a word that’s created at the end of it and a lot of people are are you know like myself not so talented you know I have good ideas my videos are terrible because this is very hard for me to translate that idea my IDE to do that for you I have to do that translation I think that’s a very I mean we provide thousands of uh tools to our creators and a lot of them are I won’t necessarily call them sort of AI power but they you know tools that help you express yourselves I think increasingly you will find it becomes easier you know with a few words you know um you are able to customize something that you not before we know without great you know
[00:35:00] artistic talents and that is exciting because that means that you know you’re going to unlock a significant portion more people in the world who have um who are now able to express you know very good ideas in their heads into something that resonates with more people around the world because it’s easier to create those pieces so so there’s a lot of investment going on there and like many have said on this panel there a tremendous amount of other things that goes on in many other parts of the business that you know we are exploring what is possible and not at this moment in time you know we talked about AI safety a lot of kids are using Tik Tok my family is using Tik Tok how do you think about making sure that you’ve got um measures in place for the responsible use of AI yes it’s uh very important um you know particularly well I guess in the US there’s an election cycle you know going on at this moment in time it’s a particularly um uh important problem for us to get on top of um so I think the first thing is your policies
[00:36:00] you know the the guidelines of what you allow on your platform needs to be very explicit so today if you do anything deceptive using AI um impersonation or anything or anything dangerous it violates the the the guidelines and we take it down the second is we provide a series of tools for people to automatically label so if you produce something that’s done by AI That’s produced by AI we will ask you to label that and if you don’t label that we will uh take measures you know to to make sure that you don’t get the reach that you but you you use AI to do that I assume the third thing is to use AI the better for Content moderation and there are many opportunities for this initially I didn’t really understand it it was a very fuzzy concept you know large language models can do better content moderation but how you know but um you know with better understanding there really is a very significant uh path for a lot of this new technology to help content moderation be better so using technology to help protect against
[00:37:00] it’s interesting to what Eric said earlier you know if Tik Tok was populated by videos only created by AI it’d be a lot less interesting it’s the fact that humans are doing it with the support of AI that makes it fascinating it uh is currently true and I tend to agree with I agree with Eric on many many things because he’s a lot smarter than I am um but um we are seeing some for example open a has been posting Sora videos on our platform I’ve been following them it’s it’s some of them are becoming really interesting yeah and uh you can see a path where at some point um one of them could go viral and one of them could be so interesting that people feel like it engages them it is possible real quick I’ve been getting the most unusual compliments lately on my skin truth is I use a lotion every morning and every night religiously called one skin it was developed by four PhD women who determined a 10 Amino acid sequence that is a cytic that kills
[00:38:00] scile cells in your skin and this literally reverses the age of your skin and I think it’s one of the most incredible products I use it all the time uh if you’re interested check out the show notes I’ve asked my team to link to it below all right let’s get back to the episode J pury uh EVP worldwide of Nvidia uh you know Nvidia has become synonymous uh with the AI Revolution that we’re living in thank God for those early video game players huh um how should companies and countries think about AI to drive growth and prosperity uh we have a number of countries and leaders represented here and and what do you advise them to do right now because it’s going to be fundamental to their to their existence to their future economies you agree absolutely um yeah I mean AI is basically about creating intelligence
[00:39:01] so how can something about creating intelligence not be fundamental to the economy and uh so uh you know and the other thing of course is uh the pace at which AI is uh advancing is frankly just unbelievable uh there’s just not no expletives that you can use to to describe that I just two years ago we had I call it all new stock price highs what’s that exponential growth in inv St exponential growth right uh so only two years ago we had chat GPT and generative Ai and we were very impressed with the fact that uh you know you could get uh next uh next token prediction and it would answer and now today as everybody is talking you know the AI are becoming very sophisticated and able to reason and reflect and uh in fact they don’t just do one shot reasoning they can they
[00:40:00] can reason a lot and solve very complex problems this the agentic AI and then the way you interface with them is not necessarily a chatbot but you can have human Avatar so uh you know we are going to have to learn how to live with the uh digital humans as teammates uh if you will uh and then uh uh you know going forward uh we are moving into things like physical layout where of course Elon talked about robots and humanoid robots but all kinds of robots even uh uh factories and warehouses and everything will be robots that will be built into the digital world and they will all obey the laws of physics and so on you will not be able to tell the difference between the digital and the physical and you will use AI to optimize uh you know everything in the digital world and then you will Implement in the physical world and then it’s kind of a the AI flywheel because whatever you do in the physical world
[00:41:01] then provides data to improve what happens in the digital world and so on so what I’m saying is um you know with this type of what’s going on uh what what is it to your point you know what is the condition that you have to create uh for uh for you to be successful in using AI whether you are a company or you’re a country and the condition is of course AI is about taking uh the information that is embedded in the data that is there right that’s where the intelligence is embedded and AI allows you to discover that using these sophisticated models and everything been talking about so to be able to do that what everybody needs to do right away is to build the instrument to allow you to do that and that is the what we call the AI Factory okay and AI Factory is uh custom built to take raw data process it
[00:42:04] into generative models and so on and then allows you to produce these monetizable tokens at scale right and so these factories once you build them can change everything but they’re not easy to build as Elon was saying uh it’s extremely difficult to build these AI factories and uh you know I think think uh one of the things that we at Nvidia have been doing of course we have been involved with every one of these factories that has been built so we have tried to make it as simple and straightforward as one can make them by taking all the learnings that we’ve had codify them into reference architectures and so forth and see how quickly and replic these factories right and let me ask you let me ask you a closing question here the gpus that Nvidia has been producing there are many companies
[00:43:01] chasing you no one at the scale how long do we see the GPU is the dominant architecture um in AI do you imagine is it the rest of this decade um well I think one of the PE things that people Miss is NVIDIA is not just about the GPU we are about an accelerated Computing platform so what does accelerated Computing mean to you okay so what accelerated Computing is not about just uh it is you know we need to general purpose Computing which is what we’ve relied on for a long time sort of was using Moore’s Law And it kept advancing uh say twice as fast uh you know uh say every year or so but that type of advancement in Computing even if that was to go on uh and and Mo’s law is not happening anymore in 10 years you’d only be able to advance Computing by times to do AI we have advanced Computing for a
[00:44:01] particular domain by using gpus by a million times that’s the reason why deep learning is possible and the types of models that we are doing and to do that you have to innovate across the whole stack not just at the GPU but uh you know all the software refactoring it paralyzing it looking at the unit of computing as not a server but a Data Center and so forth so uh you know that’s what what we fake it’s not about a particular chip it’s about an accelerated Computing platform that you can be true to which is based on Cuda and people can continue to innovate in AI whether they’re building models or they’re doing inferencing or whatever and they can be sure that there is backwards and forward compatibility and uh so uh you know it’s very much more than about a chip and so I think that’s what we’re focused on and that’s what we hope to continue doing for the long term
[00:45:00] ladies and gentlemen um 6 minutes per person is nowhere near enough thank you all for your patience and for your wisdom grateful let’s give it up for our panel here [Music]