Every argument clarity score on this site is built from rows on this page. Each
question and answer was assessed with names hidden, the host's own answers included, on
four things from 1 to 5:
directness (does it answer the question asked), coherence (do the ideas follow),
precision (concrete details and clear references), compression (says a lot per word). The weighted
mix (30/30/25/15) is the exchange score. A person's published score averages their exchange
scores on raw tape only, at least 8 of them, shrunk toward the cohort mean.
Full method →
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q Can you explain how that is? I read that, but I couldn't understand because I'm a totally non-technical person.
A So the way it works is when you communicate to something else and you're trying to send data in an encrypted fashion, I send, I encrypt it, I send it to you, we decrypt it to your end so nobody can intercept it and steal it or observe it or read it, right? Now the industry has a protocol where there is a protocol which defines how to decrypt, how to share keys. So you have the key that is required to decrypt the communication I sent you. Those keys are effectively codified in such a way that it's hard to break them, but it will require a lot of compute to break them. But with the arrival of quantum, they will be able to break those keys in seconds or minutes as compared to days.
AI assessment note: “with the arrival of quantum, they will be able to break those keys in seconds”
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q I was talking to one of our private equity common friends, and he seemed to think that the models, the language models will become like the device, like the iPhone today. And the real marketplace is going to be What gets built on top. Do you suspect that to be true?
A Yeah, I have my own version of that interpretation. I think it's broadly consistent. And the way I say it is that what you're getting in the form of a model or AI is the equivalence of a brain, right? The early version of the brain had parroting capability. It could read everything in the world and repeat it to you. Over time about pattern recognition. Over time, it's building some judgment as based on pattern recognition. What is good? What is bad? What is right? What is wrong? Over time, as you feed it more, it's starting to get PhDs and starting to pass the bar and starting to get smart enough to, you know, so it knows the entire world's information. Your problem set is known. Your answer set is known. It's able to answer the questions, able to get smarter and smarter. Now, Given the breakneck speed that you're, you're seeing the evolution of models, they're getting smarter and smarter, and there's sort of an arms race, no point intended, between all these people. And yes, so will people build smarter and smarter and bigger and bigger brains? Yes. But if in your company at Zeroda or at Palo Alto Networks, we said, hey, here's a really smart person. They have the best brain in the world. Eventually you have to adapt that brain to the problem you're solving. Right? That's the art of building something on top. That's the art of creating a wrapper around that brain and applying …
AI assessment note: “Yeah, I have my own version of that interpretation. I think it's broadly consistent.”
Partly raw tape
D 3 · C 5 · P 4 · Cm 4 4.00
Q I have a private equity fund, Nikesh, and I have been trying to figure out what industry might thrive in 10 years, post all the disruption of today. I'm sure disruptions will continue to come by, but how does cybersecurity change? And as an investor who's looking to get allocation, if I have a broad portfolio, what percentage of that do you think should go into something like cybersecurity?
A Like if you analyze cybersecurity, it didn't exist as an industry sub vertical of significance till about 25 years ago. If you go back, you know, I was at Benares doing a, um, commencement address at BHU and I was reflecting when I went to school there in, we had a one ICL one nine zero four. There was nothing called an iPhone. And that computer was 5000 times less powerful than one iPhone. Right. So in, you know, what was then 30 years, you've got 5000 times the power in the thing you carry in our, in our back pocket. Um, but it's about 2005, I think, was when we started getting the app economy and everything started getting connected. So that was, Not even 20 years ago. 20 years ago we were not worried about getting hacked because most of us were using our phones to call somebody or at best send a sort of old form text. Right. So if you believe the entire connectivity revolution has explored in the last 20 years and continues to sort of grow exponentially with where we are, in our parlance we call that the attack surface continues to expand. Now you can attack five billion online people around the world, you can attack every company. In the past no company was connected to their consumers. So if you believe the attack surface continues to expand exponentially, and every service becomes somewhat useless without connectivity. Now your car has to be connected. If you can't conne…
AI assessment note: “if the attack surface continues to expand, there is, the demand function is secured.”
Answered raw tape
D 4 · C 4 · P 4 · Cm 4 4.00
Q Can't a democracy have capitalism? I think we have democratically voted for capitalism.
A Not quite. I, I was with this, uh, very interesting business person, uh, who tried to run for public office and did not succeed. And I asked her, I said, What is the biggest, you asked the question about the biggest glaring memory or fact, what's the biggest difference in how you lived your entire life till you were 50, and then you tried for five years, how was the biggest difference? She's like, she's like, you know, I classify my first 50 years of my life as an attempt to pursue capitalistic outcomes, and the next five years, democratic outcomes. And she said, the biggest difference in capitalism is one dollar, one vote. Democracy is one person, one vote.
AI assessment note: “the biggest difference in capitalism is one dollar, one vote. Democracy is one person, one vote.”
Answered raw tape
D 3 · C 4 · P 3 · Cm 3 3.30
Q As I invest a better use of my dollar to be building a wrapper on a brain or trying to secure the brain?
A Well, clearly, The, trying to secure, you're asking my question, the cyber security, I was just trying to, I was still staying in the philosophical part of it. Uh, look, I think every Somebody who's solving a problem necessary or unnecessary, right? I mean, the application world, some people are solving necessary problems, some people unnecessary problems, really need more social, you know, media and social applications, possibly not, but somebody's trying to solve it. I think everybody is going to see how they can apply this brain towards solving their specific problem. And as an investor, a lot bigger share shifts will happen in what is, I'll say, a stable or ecosystem for now. A lot of people lose share. A lot of people gain share depending how they use the brain to solve the problem, which is what happened last technological inflection, right? Why does Amazon exist? This, they use the, the technology inflection of the internet and connectivity to solve the problem, known problem differently and caused a share shift between traditional retail and today. Right? Why did Google exist? Because it shifted outline, you know, traditional advertising and online advertising because it's used the inflection point of the internet and mobility, et cetera, to cause that to happen. So the question is, or the point is, people will use this technology inflection of democratization of intell…
AI assessment note: “everybody is going to see how they can apply this brain towards solving their specific problem”
Redirected raw tape
D 1 · C 3 · P 2 · Cm 2 2.00
Q How do we articulate what the unknown problem is? I would assume that humans from the beginning of time have wanted to differentiate through many different means, capitalism and intelligence.
A Why do we get Nobel prizes? We get Nobel prizes to people who solve unknown problems. I'm sure there's a lot more unknown problems in the world that we haven't touched or scratched the surface of, which have to be solved. There's a combination of, you know, now the question is, does human intelligence learn how to manage all this democratized intelligence or Is AGI going to manage this democratized intelligence? You and I are just going to be drinking in the pub or hanging out at the bar and then saying, geez, everything is being done by AGI and AI. So I don't know the answer to that question, but I think the bigger question is, like we saw the democratization of information, this is going to democratize intelligence. And when intelligence gets democratized, what are the business implications, societal implications of that? Nobody's smarter than the other, right? Like, you know how to put a rocket in the air? I do too. Let me talk to my pet agent. It knows the answer.
AI assessment note: “I don't know the answer to that question, but I think the bigger question is”
