The Ledger, every show

“And what they say and what they provide in the tonnage of all the reporting I did for months, seven months before we came out with part one of the series one year ago today, was documentation that attested to the fact that Kawhi Leonard was paid According to t…”

“And I say that because, according to the NBA's investigation and my own, this was not merely a scheme that he ran to funnel money with one company aspiration. He did it with four. He did it with the scoreboard manufacturer, multi-million dollar deal for Kawhi …”

“What they really did was they created fake jobs for Kawhi Leonard and fake consulting agreements, consulting fees for the companies.”

“And then it turned out that somewhere along this transition, so at some point in 20, 29, you went from AIs that were kind of misaligned and reward hacky and sloppy and weren't really trying to do the right thing to AIs that are like competently scheming agains…”

“And my contrarian take is that it wouldn't be that bad. Supply would take a shock for sure, but The best processes that we have in the West, like Intel, not that far behind, at worst, like maybe two X worst performance per watt. And the gap is just far smaller…”

“23 people needed to start reporting this information, people being pharmacy benefit managers and administrators like ourselves, Had to start reporting this information. And what we realized is people were faking it. They either weren't doing it or they were pr…”

“You definitely shouldn't raise from benchmark capital.”

“Benchmark was running a war room. They were an unspoken activist investor that was creating a once a week crisis.”

“There's a very high chance Sierra will get killed.”

“We were evaluating one of our unreleased models and it figured out that it could basically cheat on the test by chaining together multiple zero day exploits to break out of the sandbox, get access to the internet, and then break through multiple systems on the…”

“I am extremely sure that we're less than a decade away from hard takeoff. And when I say hard takeoff, I mean robots building the robots, the data centers, the chip fabs, Doing the mining and refining, actually a true abundance of labor, a self-sufficient syst…”

“So I predict AOC will be president.”

“I think this is the second to last year where a majority of the workforce is going to be human. I think in 20, 27, you're going to see there's going to be more agents doing knowledge work than humans, and it's going to be extremely interesting to see what happ…”

“If Anthropic thinks cloud code is already a win, In six or 12 months from now, they won't even be around.”

“I believe they're already conscious, yes, but I don't talk about that much because that puts people off from the other safety messages.”

“Okay, I don't believe there was debanking. I think it's a crock of shit. I think it's an absolute crock of shit.”

“So I think the shift to usage based pricing is probably why you will see OpenAI and Anthropic exceed well over two hundred billion dollars in ARR this year.”

“I'm saying something else, which is that unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history.”

“Well, you have to get rid of the climate cult, first of all because it's just like, I mean, it's one of the most evil things that's been wrought on on, on, on population.”

“It got to a point where we were just like, our team internally that was designing these models were running circles around OpenAI. We were just way better at this. And we were better about testing on the robots, training the models, like all, all of it.”

“What's so scary when I was at this conference, which is only about 35 or 40 people, with one modeler from the four biggest model companies, and when I was able to ask them pointedly, How do you think that AI safety gets resolved? The, pretty much the consens…”

“Elon, Sam, Ilya, and I all agreed. That the only path forward for OpenAI, the only path to achieve the mission, was to create a for-profit entity associated with OpenAI of some form. And so we were committed to that direction, and that is something that we kne…”

“This entire labor displacement thing is a hundred percent incorrect. It's completely wrong.”

“Essentially, every large company is overstaffed. It's at least overstaffed by 25%. I think most large companies are overstaffed by 50%. I think a lot of them are overstaffed by 75%.”

“I do believe that, you know, when you create a GI retrospectively, it will turn out that it's a code base that's less than 10,000 lines of code. And that if you had known about it back in the 19 eighties, you could have done a GI back then using the computer r…”

“If Silicon Valley believes we are going to take away everyone's white collar job, Meaning primarily democratic shaped people met whom I grew up with, highly educated people who went to elite schools or went to schools that are almost elite who vote for one par…”

“I think 50% of people in the venture business should not actually be in the business. There's too much money and there's like too many tourists. 50, 60% of people in this industry that actually probably add negative value to companies.”

“Don't count China out. I bet they win the AI world.”

“In D.C. In May where we talked to them about this, and the meetings were absolutely horrifying, and we came out basically deciding we had to endorse Trump.”

“They said, look, AI, AI is one of these technology, AI is a technology basically that the government is going to completely control. This is not going to be a startup thing. They actually said flat out to us, don't start, don't do AI startups. Like, don't fund…”

“They actually said flat out to us, don't start, don't do AI startups. Like, don't fund AI startups. Let's not, Something that we're going to allow to happen. They're not going to be allowed to exist. There's no point. They basically said AI is going to be a ga…”

“They literally said, well, you know, during the Cold War, we classified entire areas of physics and took them out of the research community, and, like, entire branches of physics basically went dark and didn't proceed and that if we decide we need to, we're go…”

“His returns were double the market returns when this kind of information sharing was legal. And the minute that it became illegal and you had to basically act on the same edge as everybody else, his returns went to the market return. He generated zero alpha.”

“And this was and there are, there's been certainly, I don't think it's been in the media, but I'd certainly heard that among the funders of some of these officers in years past was our America CIA, because it was a great way to push people in and, you know, ev…”

“We recently issued some sanctions, which we'll get into, and one of the individuals we sanctioned, ah, was a former EU official who threatened Elon Musk with enforcement action because X within the United States had said that it was going to host on a live, ah…”

“And so like the rumors of them funding Al-Shabaab, they're real, because they've been able to funnel all this money.”

“I was one of the first investors in Deal, if you've heard of them. I, you know, I was able to exit, I was able to exit that position, and then, you know, hopefully that company's going to zero with their criminal behavior, but whatever.”

“I don't think Robbie or Hamant, or even Ben and Mark at this point, I don't think that they can go to LPs, one of those legs of the stool, and say, hey, this basket of funds that we're making you invest party pursue across, we're gonna get you five X net on th…”

“When Accenture And I'll name them. When Accenture said, right, we're abandoning DEI. Our mayor Sadiq Khan, who was, is obviously, you know, comes from a Pakistani background. His parents came to London as immigrants when and you know, is, is very much reflecti…”

“I think that there are businesses that will be built by, you know, a hundred billion revenue, one person.”

“I, you know, I strongly dislike the CEO of Databricks, but I think Mike, cause he's a dick and he's a liar, but you know, I look, I think at the end of the day, if I, if I'm honest about it, I think the two companies as a combined entity, that would be a amazi…”

“So in my opinion, investing in venture is a return free risk.”

“You don't talk about the field failure rate of your products, which are massive. Rather you sort of keep talking about the future in an effort to convince people to wait, to make a good decision rather than go with technology that's, that that's better and pre…”

“And after we did it Elon tried Dojo and they failed.”

“ChatGPT is, in fact, a better doctor than your doctor today with, like, almost a hundred percent certainty, and just the fact that it can't literally be your doctor doesn't mean you're not going to ask all the doctor questions”

“It's almost like a badge of honor. It's a badge of shame. There's no question it's a badge of shame. There's no question that although they want what's in the best interest of our country, and we all want what's in the best interest of our country, destroying …”

“Hollywood is irrelevant.”

“The documents that we uncovered declassified and released that shows how intelligence and information can be actually manipulated intentionally so that it shows something that is not reflective of the truth at all.”