The Ledger, every show

“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…”

“So I predict AOC will be president.”

“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 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…”

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

“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.”

“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.”

“We are not going to get to human level AI by just scaling up LLMs. This is just not going to happen.”

“Half of these knowledge workers are going to be gone in 24 months”

“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.”

“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.”

“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.”

“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…”

“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…”

“By 2030, you'll see more electric airplanes in the air than gas powered airplanes.”

“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…”

“We're actually going to be able to launch a hypersonic missile off of the back of Marauder, which is an autonomous ship, Before the Navy completes their first test of a hypersonic missile off of a manned vessel.”

“The next 12 months, I'm looking forward to Colossal potentially having the next birthed extinct species.”

“Anthropic is generating cash, and like, they kind of, this fact is, I would say, kind of known in the world, and I've actually never really spoken to Anthropic, but it just, you know, it feels like there are enough signals And then if you're to read the tea le…”

“The main fear is that a novel virus is, you know, invented, and then crispered, and we have serious problems. Which will definitely happen.”

“Between maybe two and five X would be the two and five X salary.”

“And if you play out what they and OpenAI, just the two labs, are on track to do in revenue and call it a year's time I think it'd be reasonably conservative at this point to say they're gonna pass more than three hundred billion dollars a year in revenue, whic…”

“We're going to see three trillion dollar plus IPOs over the coming months. It's never happened before. The value of SpaceX plus Anthropic plus OpenAI will be more than all the other tech IPOs combined ever.”

“They're going to end this year well over a hundred billion.”

“We have open AI and Anthropic. Now they're going to do fifty billion dollars in revenue this year. They're both headed towards trillion dollar IPOs within the next year.”

“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.”

“These products are not going to be used by you know, a hundred million people. But they will generate revenue that's going to be higher than the advertising revenue of Google or Meta. It's going to happen.”

“I bet there'll be a hundred billion dollar startup acquired in the next 12 months.”

“And I wouldn't be surprised if, you know, going, going, you know, forward, say five years, that, that bot traffic will be a thousand times human traffic online.”

“I think Google's underrated. I think it's going to be the first 10 trillion dollar company in our lifetime.”

“I think no question within 10 years, most compute will be putting in space, which, to give you a sense, is a lot of money, like trillions, and will be bigger than any of the other space businesses today, comms, earth imaging, this is why we're getting into thi…”

“I could definitely see one of them being a 10 trillion dollar company maybe even significantly higher. It feels Like the opportunity associated with being the frontier model is so large that it will just like eat up so much of the other demand within the econo…”

“Within a couple of quarters, Anthropic will be visibly and obviously ahead. Profitable, growing more quickly, and bigger.”

“I think Anthropik's a four or five trillion dollar company.”

“I'm going to take this bet that it's going to trade up three X, In twenty-twenty-six, just based on GameStoppers driving it up.”

“We're getting to the point where soon we're going to spend more on tokens than we spend on actual salaries.”

“I think it's pretty much a foregone conclusion that they will hit that forecast of Tenex this year, exiting the year, call it roughly a hundred billion of ARR, and now the only question is whether they hit a trillion in twenty-twenty-seven, and we can debate w…”

“When Tesla and SpaceX merge and we have all things, Elon and Elon Corp. Okay. Which will happen. Probably by the end of the year, maybe it'll happen in the middle of next year.”

“When we return to the moon, America will not look down on the prime lunar real estate while our rivals occupy it. NASA astronauts will be on the surface, building President Trump's moon base, and we will realize the scientific, economic, and national security …”

“I would not be shocked if you see Anthropic exiting this year at 80 to a hundred billion dollars in revenue.”

“The big three, SpaceX plus OpenAI plus Anthropic, their value at IPO will exceed every other IPO for the last 20 years combined.”

“I mean, I think, look, I've got a probability distribution around the timings, but I would say there's a very good chance of it being within the next five years.”

“Sorry. Let me be clear. 99.999%.”

“We're at about nine percent recent college graduate unemployment. I think that number will actually go to 30%, and the economic disruption that will have not only on those young people that don't get jobs, but their parents who help finance their college educa…”

“This is exactly where you'd expect the bubble to break, and you would expect, other things being even, that it will be let down by NVIDIA, followed closely by the other giants.”

“I think he, I think he's being very conservative. I believe Dario and Anthropica is going to do way better than that.”

“I think there's a high degree of confidence that most of the roads lead back to Nvidia reaching 10 trillion of cumulative, cumulative bookings over the next five to seven years.”