The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Misaligned AI will competently scheme and take over in 2029
“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…”
Baker: OpenAI and Anthropic will probably exceed $200B ARR this year
“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.”
Chollet: AGI Codebase Will Be Under 10,000 Lines on 1980s Compute
“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…”
Shirley: Entitlement fraud money in Minnesota is funding Al-Shabaab terrorists
“And so like the rumors of them funding Al-Shabaab, they're real, because they've been able to funnel all this money.”
Dawber: London Mayor banned Accenture from contracts after it abandoned DEI
“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…”
Acharya: A single individual will eventually build a $100 billion revenue company
“I think that there are businesses that will be built by, you know, a hundred billion revenue, one person.”
Musk: Digital superintelligence will arrive by 2026 for sure
“Like, I think we're quite close to digital superintelligence. It may happen this year, and if it doesn't happen this year, next year for sure. Digital superintelligence is defined as smarter than any human at anything.”
LeCun: Scaling up LLMs will not produce human-level AI
“We are not going to get to human level AI by just scaling up LLMs. This is just not going to happen.”
Lemkin: AI will replace half of knowledge workers in 24 months
“Half of these knowledge workers are going to be gone in 24 months”
Lazarte: Only 1% of computer knowledge work will exist in 10 years
“What percentage of knowledge work as we know today will exist in 10 years? Like if you define work, knowledge work as work you do behind a computer, I think it's probably like one percent.”
Musk: AI will perform any cognitive task within three to four years
“I mean, AI really within the next few years will be able to do any cognitive task. Like, it obviously begs the question, what are we all gonna do? You know, I'd say max three or four years. Maximum.”
Chamath: Democrats will lose California or New York within eight years
“I completely agree with you, and I'll go even further, which is, I think that the Democrats will lose one of California or New York in the next eight years.”
Trump pledges to eliminate the federal Department of Education
“We are going to close up education. We'll have a tiny little group to make sure everyone's teaching at least English. And perhaps proper math, et cetera, but very little. Department of Education goes, and education goes back to the states, and where it belongs…”
Horowitz: Big Tech's startup cloud deals involve illegal roundtripping accounting
“The big tech companies have done this thing which we thought was illegal because we observed it occur at AOL and people went to jail, but what they've done is they invest in startups, you know, huge amounts of money. Microsoft and Amazon and Google are all doi…”
Electric planes will outnumber gas-powered planes in the air by 2030
“By 2030, you'll see more electric airplanes in the air than gas powered airplanes.”
Wood: Disruptive innovation market cap will hit $210T in ten years
“We believe today that truly disruptive technologically enabled innovation is priced in the global markets, public and private, at somewhere in the seven to eight trillion dollar range. So it's less than 10% of the global equity cap, public and private. We beli…”
Sam Lessin: A novel virus will definitely be invented using AI
“The main fear is that a novel virus is, you know, invented, and then crispered, and we have serious problems. Which will definitely happen.”
Lemkin: Will only invest in startups working in-office six days weekly
“I want small high paid teams that work in the office over six days a week. That's I'm not interested in investing in anything else. I'm just not interested. And it's not because I don't have empathy. It's because they're gonna fail.”
Sacks: Data shows 3x more people on left endorse political violence
“Last week we showed you plenty of data showing that there was three times as many people on the left who are celebrating or endorsing political violence.”
Garg: Donald Trump will win the Nobel Peace Prize by 2026
“And I think I'm, I have this now conviction, That he'll get the peace prize either in 2025 or 26.”
Robinson: 6sense will eventually sell below its liquidation preference
“Like what's going to happen to them is the same thing that happened to Infusionsoft. They will eventually sell for less than their preferred because that's the only path unless they can reinvent the, you know, what are they trying to do?”
Lessin predicts OpenAI equity value is headed to zero
“Guys, I've been saying OpenAI zero the entire time. And I'm gonna keep saying it.”
Balaji: Rate hikes will cause systemic failure across the US banking sector
“Powell is crashing the plane, and SVB and FRC and others were just positioned near the front of the plane. Okay. So like everybody's gonna die is my point.”
Balaji: Gold Seizure-Style Executive Order Will Be Attempted in US
“What I do think is I think that there is probably enough strength among grays and reds to prevent a complete repeat of executive order. Six one Oh two. I think it's going to be attempted.”