Oct 18, 2022 · 1h 18m · my-first-million
9 Business Ideas To Profit From The 2022 A.I. Gold Rush (Using Dall-E & GPT3) (#376)
Shaan Puri · 46m spoken Sam Parr · 19m spoken AI Joe Rogan · 1m spoken AI Steve Jobs · 44s spoken Ben Wilson · 35s spoken
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gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions
Hosts Sam Parr and Shaan Puri explore the transformative wave of generative AI, dissecting a synthetic podcast between Joe Rogan and Steve Jobs, analyzing emerging creative models, and highlighting lucrative startup opportunities across business automation, gaming, and mental health.
How this conversation actually went
Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. The hosts hold 94.4% of the talking time here. How this is scored →
The hosts as informed peer 6.8 Guest teaching 1.1 Guest disagreement 0.8 The hosts pushing back 1.5
speaking balance: gold is the hosts, purple is the guest (3 minute bins)
Sharpest disagreement ▶ 1:05:54 Calling out the massive hedge on Emad's background
Sam mocks Shaan for wholeheartedly buying into Emad Mostaque's dramatic biographical claims while immediately hedging that the story might be totally fabricated.
Hardest push from the hosts ▶ 43:24 Questioning Jasper AI's defensibility over Copy.aiSam pushes back on Shaan's praise for Jasper by asking why it is fundamentally distinct from wrapper competitors like Copy AI.
Biggest teaching moment ▶ 7:17 Identifying the unnamed Indian epic as the GitaShaan educates Sam on the specific historical text referenced vaguely by the AI Steve Jobs clip, explaining the scale of the Gita relative to Homeric epics.
The host holds their own ▶ 15:10 Synthesizing left-brain vs right-brain AI frameworkShaan delivers an authoritative taxonomy contrasting analytical systems like AlphaGo and autonomous driving with generative right-brain models like GPT-3 and DALL-E.
the scores for every segment, with the reasoning behind each
| Chapter | Topic | The hosts as informed peer | Guest teaching | Guest disagreement | The hosts pushing back | Why |
|---|---|---|---|---|---|---|
| Playback: AI Joe Rogan Interviews AI Steve Jobs | 6 | 2 | 1 | 1 | Shaan and Sam analyze the synthetic Joe Rogan and Steve Jobs interview generated by play.ht, breaking down audio synthesis and narrative structure. Shaan provides historical context identifying the Indian epic referenced by the AI as the Bhagavad Gita. | |
| Playback: AI Steve Jobs on Life Meaning and LSD | 6 | 2 | 1 | 1 | The hosts reflect on the philosophical depth of AI Jobs' monologue on LSD and life purpose. Sam cites Steve Jobs' real 1985 quote predicting an interactive computer simulation of Aristotle. | |
| Conceptual Framework: Left-Brain vs Right-Brain AI | 8 | 1 | 0 | 1 | Shaan lays out a comprehensive conceptual framework distinguishing traditional left-brain analytical AI from emergent right-brain generative creative AI. He maps how this shift impacts text, audio, art, and video creation. | |
| Video Generation Tools and Early Technology Imperfections | 6 | 1 | 0 | 1 | The hosts review Runway ML's video editing demo, agreeing that early product flaws will resolve over time. Sam compares the current early-stage tech imperfections to the debut of Tesla. | |
| Automating Business Workflows and Customer Operations | 7 | 1 | 0 | 1 | Sam illustrates automation using music production tools like Pro Tools, and Shaan highlights his portfolio company Infinitus which builds AI bots that call health insurance automated phone trees. | |
| Pieter Levels and Generative Interior Design with Interior AI | 7 | 1 | 0 | 1 | Shaan details Pieter Levels' Interior AI product and cites Paul Buchheit's classic product philosophy on why great products don't need to be universally good. | |
| Founders Perspectives on Chasing Waves and Market Shifts | 6 | 1 | 2 | 2 | Sam jokes about feeling obsolete like a horse carriage driver watching cars roll by, while Shaan explains his strategy of actively investing in early AI founders. | |
| Jasper AI and the Rise of Generative Copywriting | 7 | 2 | 2 | 3 | Shaan reviews his investment in Jasper AI and plays their product demo, while Sam pushes back questioning how Jasper differentiates from competing portfolio company Copy.ai. | |
| Generative Photography and Ad Creatives with DreamBooth | 7 | 1 | 0 | 1 | Shaan demonstrates DreamBooth and Osmosis AI, breaking down how synthetic product photography disrupts typical five to ten thousand dollar monthly photoshoot budgets. | |
| Dynamic NPCs in Gaming and Future AI Companions | 6 | 1 | 0 | 1 | Shaan describes Carter AI for dynamic non-playable game characters, explaining Scale AI's data labeling infrastructure when reviewing Alexandr Wang's prediction on AI companions. | |
| Business Idea 1: Accessible AI Therapy and Companions | 7 | 0 | 1 | 1 | Shaan pitches an accessible AI therapy startup concept that drops consumer therapy costs from hundred-dollar telehealth sessions down to low-cost subscription companion apps. | |
| Business Idea 2: Generative AI Spotify with NFT Ownership | 8 | 0 | 1 | 2 | Shaan outlines an AI Spotify concept generating music on the fly without record label royalties, paired with NFT minting for track ownership, drawing playful ribbing from Sam. | |
| Billy of the Week: Emad Mostaque and Stability AI | 7 | 1 | 3 | 3 | Shaan highlights Emad Mostaque and Stability AI's open-source model disrupting OpenAI, while Sam humorously challenges Shaan's lack of fact-checking and heavy hedging on the biography. |
Statements from this episode (19)
Parr: Play.ht created Podcast.ai to synthesize a Joe Rogan interview of Steve Jobs
“So it's a company called play.ht. But the, and the, one of their side projects is a thing called podcast dot AI. And basically what they did was they gave their AI algorithm or program, whatever you want to call it. They gave their program Steve jobs, his biog…”
Puri: AI simulations of deceased people will be a net positive
“To me, this is an extension of that, which is like, now it's going to be somewhat interactive that you can kind of interact with these people or hear them talk about new things. And you know that it's not like the real thing, but it's, you know, there's a blac…”
Parr: Steve Jobs predicted interactive AI models of thinkers in 1985
“So basically in 1985 here, this is a quote from Steve Jobs. He goes, my hope is someday when the next Aristotle is alive, we can capture the underlying worldview of that Aristotle in a computer. And someday some student will not be only be able to read the wor…”
Shaan Puri: AI app Wombo reached around 100 million downloads
“He built one app called, I think Wombo is the name of it. It had like a hundred million downloads.”
Shaan Puri: The next 10 years will be dominated by creative 'right-brain' AI
“And the next 10 years, I think, are this, like, right brain side taking over.”
Parr: AI video generation tools will be standard within ten years
“Like if they're not doing it now, like it's reasonable that in the near term of 10 years, like this is going to be normal and add two inches to that guy's neck beard and this is done.”
Parr: AI will automate traditional call centers in the near term
“The, like reasonably it's reasonable to see that that will all be automated in a, in, in the near term, like a call center won't be a thing. There's going to be like your AI call center or whatever we want to call that your operations hub. And then there's goi…”
Parr: Hopin founder took $100 million in secondary share sales
“And by the way, the founder took a hundred million dollars in secondary.”
Parr: Copy.ai has reached $10 million in revenue
“Paul is the founder who I invested in. They, they're at ten million in revenue.”
Puri: AI wrapper defensibility lies in UI and workflow utility, not models
“So on one hand, these companies are not very defensible because anybody could take these open source language models and build a user interface on top of it. And so like I can create another competitor to copy AI or Jasper or one of these kind of things, but i…”
Puri: Companies will automate commercial product photography with generative AI
“Whether these exact products are the ones that do it, someone's going to do it because all these are really valuable business use cases.”
Puri: Future video game NPCs will become interactive conversational AI agents
“Oh yeah, I guess in the future games, Just these like stock characters that are walking around are going to not just be like random objects. They're going to actually be like things you can interact with, which will change the way that the games work.”
Parr: Children born today will have more AI friends than humans
“Children born today are likely to have more AI friends than human friends. AI friends are going to be more reliable. I don't even know what that word, conciliatory. What's that mean? Agreeable and considerate. What does this mean? What does this mean for child…”
Puri: AI therapy and companion apps represent a tens-of-billions market opportunity
“So AI therapy slash AI companion and friend, I think is a mega, mega idea. I think that is a, Tens of billions of dollars worth idea.”
Puri: Record label pricing power prevents Spotify from generating tech-like cash flow
“To deliver music, you have to have the rights of the record labels. They can always, they own the pricing power. And that's why, you know, Spotify after, you know, like building the best in class product, getting everybody to use it after 15 years or whatever,…”
Puri: Developers will scrape Spotify to train open-source AI music models
“Somebody's about to do that for music. They're about to download all the music. They're about to go download all the music off Spotify. And then they're going to train an engine to say, Hey, create new music. This is what music is. Create new music. And that's…”
Puri: Stability AI founder Emad Mostaque will become a billionaire
“He's not a billionaire yet, but this guy's going to be a billionaire.”
Puri: Emad Mostaque self-funded Stable Diffusion with $600K before reaching $1B
“He self-funded 600,000 and got these 20 engineers to come in and they created this thing that's like, you know, taken off and now, you know, valued over a billion dollars.”
Puri: Emad Mostaque gives the same impression as Vitalik Buterin and Zuckerberg
“I remember how this guy made me feel and he made me feel the same way I felt when I heard Vitalik talk for the first time about, you know, weak at the knees. You know, Vitalik, when I heard him talk Zuckerberg, when you hear them talk, like people who are extr…”