E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

if you put something like this out there to the public and said, it's 20 bucks a month to do this, or 50 bucks a month, you can have a lot of consumers who want to buy this product. So when I see this, I think people are going to pay for this.

This is going to revolutionize pornography. I think it's the first place. No, no, I'm not saying it as a joke. I think that's where you're going to see this first

But this is going to be revolutionary for independent film. ... This is going to revolutionize it because it will bring the cost down close to zero.

There's going to be this whole new model of AI generated content. The real winners are going to be the technology platforms that bring these tools in a simple, intuitive way

people are not happy in the party. They're very, like very much unhappy and everyone would love to see someone else ... it's a little late now, but I still think that there's a chance

there is no mechanism to replace a candidate who has won all the necessary primary votes against his will ... He's going to be the candidate, you know, barring act of God

He's running, Donald Trump is running, and RFK is running. Those will be the three people on the ballot in November of 2024

if you look at the amount of OPEX inside of any company that sits inside of R&D, if you look at the amount of stock-based compensation, right, if you replace humans with bots, which is what this is, you're going to crush those things. SBC at the limit goes to zero

we're going to automate the rest of the jobs with AI and we're going to outsource and have hourly workers or full-time contractors outside the United States. It's the undeniable trend.

there was almost an entire turn of the float that was short. So I don't know how much of this reaction was just an enormous short squeeze of people that were largely long other chip companies.

you're kind of going to see, I think, in iOS 18 or the next iPhone 16, they're going to have an image model baked onto that phone

Where is Apple in all of this? It's unbelievable.

I think you're going to see a chip on the next set of mobile devices by Apple that will run models locally.

we may be seeing Masa with his whole AI vision story that he's been telling for seven years, we may see Masa clawing his way out of the hole

he's a gambler and he is playing a power loss. So he only needs one really big return to basically make up for all the mistakes. And it seems like he's hit that once again.

this paper essentially now allows you to traverse a code base, understand it, generate these unit tests with high accuracy

you're about to see a one-tenthing of the compute cost ... So today, you raise $100 million because you need to spend 70 or 80 on compute. Tomorrow when you only need to spend seven or eight for the same amount of throughput

when you can do more with less, it doesn't mean you need less chips. It means you need a lot more chips ... it really starts to rationalize the Nvidia thesis that it could be worth ten trillion dollars potentially

these models are getting chopped up in a way that you can run small models in a highly trained way locally, and you don't need a massive general purpose model

Third party is seeming more and more viable as we've talked about here. People forget the case of Ross Perot getting 19 percent, RFK looking pretty favorable

Third party candidate can't win in the system.

there is a very reasonable chance, and I would put reasonable somewhere between 30 and 50%, that this third party gets created after the presidential election ... if RFK can get 30 plus percent support, which in some states I think you will

eventually when you're scouring the open Internet, it doesn't matter how fast or how big you scour the open Internet. The open Internet is a bounded space. And so you get to the same answer.