The Calls

“And in particular, what we're going to be doing with quantum computers and, you know, the other quantum technologies that are Becoming increasingly sophisticated in the next couple of decades is we'll be able to control very well, highly entangled, complex qua…”

“And you also have a scale of architectures like NBL-L-Seventy-Two, which packs 72 GPUs inside a single NVLink domain, and soon this is going to extend to hundreds of GPUs.”

“The phone makers will start offering all of them as alternatives. It's not going to be like a locked-in default search option.”

“I think that over time, as AI becomes more and more widespread, I think that we're going to really drive down the cost of inference and training dramatically from where we are right now. Sort of, three X to 10 X gains algorithmically, and in sort of scaling up…”

“If you just extrapolate the trend line, I think this will be two and four or three and four developers will learn to code before they drive in the next decade or so.”

“But I think for now there's the assumption we make is that, you know, a year later after one of our leading, you know, pro models or frontier models goes out half a year later, you'll have them in the, The really tiny, almost edge models.”

“It's so powerful that pretty soon I actually expect all the major coding tools to be able to ingest these errors Without humans having to copy paste. If you think about it, our value being the copy paste machine is, is kind of weird, right? We're like, we're l…”

“I think by end of the year you'll have, you know, agents which are running for hours. And like maybe hundreds of agents collaborating on the single task.”

“It's a meaningful number of people going to Mars I. I think this is potentially something that can be accomplished in about 10 years maybe sooner , maybe nine years.”

“And then I think in the next six to 12 months, we'll be doing our first implants for vision, where even if somebody's completely blind we can write directly to the visual cortex.”

“I think the answer is it won't replace the social network aspect of it. The thing that Facebook and the social networks are great at is having the relationship between you and like the people, you know, in real life... The part of it that should absolutely be …”

“I suspect as I kind of hinted before that there's a lot of podcast advertising that's in a little bit of like an emperor's new clothes state where like too much is it's overpriced. And because there's just not metrics there, it's just like waiting for like som…”

“I think that TikTok is going to produce some people some more traditional, quote unquote traditional creators.”

“Like in the next five years, I think Nigeria is going to be even more than the US.”

“Google eventually will figure out what images are, and they're getting closer to figuring out what images are.”

“We are now getting on the verge of getting machines that will behave in ways that cannot be predicted, cannot be simulated. We'll be in the regime where we're genuinely discovering how the machine behaves by having one.”

“I think you could have the inspiration for ideas come from underserved markets, but I wouldn't be surprised if the really big winners in crypto actually sort of re-centralize around Silicon Valley.”

“I think it's gonna be in countries where people don't have bank accounts primarily, and they now need a method of actually storing their own funds or countries where the currency is just getting inflated away, and so the currency is not valuable.”

“Certainly in the last few years we've seen, ah, the speed to liquidity go down, ah, we think that's gonna revert back and we're gonna see that, that come faster again.”

“I think, especially given the attention given to regulation in the space, we will see way more lobbying happening in crypto and in venture capital over the coming years.”

“I think that what will happen is that the regulators are going to say, these are almost all securities. You can't just sell these tokens to anyone on the public markets.”

“Five years, we'll probably have a scale that'll be like, oh, you know, should probably cut out eating this, or you should eat more of this, or something like that. I think we'll see some pretty interesting consumer technologies come out of, you know, weird pot…”

“Everything's going to be in just a few, maybe four clouds or so, you know, there's not going to be that many of them, because like, we spend about ten billion a year in infrastructure, and so it's not going to Get disrupted by a startup, unless they invent qua…”

“Our bet there is that yes, that there's a whole bunch of places and cases where Certain individuals or groups in the world have access to either really cheap storage or storage that's positioned well in the network that is kind of like, you know, somewhere bet…”

“All the airlines starting in twenty-twenty-one will have to offset their emissions. This is by regulations, right? Mm-hmm. It's called the Corsia Framework. Yeah. We are talking about a 160 million tons per year that are gonna be demanded by the market.”

“I think part of the whole like consolidation pattern that will Come just because the market's so fragmented right now will be heavily pressurized by Canadian like publicly traded, heavily capitalized companies. Just because they're coming in and they're buying…”

“All the headsets are going towards volumetric, like, you know, positionally wireless. So I imagine there being you know, a much a much more interactive, much more engaging, like you're not gonna sit there, you're gonna actually move around.”

“Yeah, I think there will be Superhuman, Starcraft and Dota too, probably in that time horizon. I said in, I think early 2017 that it would be the end of, that I gave like 50% chance by the end of 2018. So this gives me more runway. I'll say, yeah, like, 70% co…”

“So right now take about 15 days to build a house. This would be under 24 hours and then under 12 hours is the goal.”

“We think in a couple of years we'll have devices with about 50 qubits to a hundred, and we'll be able to control them pretty well, and that's an interesting range, because even though it's only 50 to a hundred qubits, doesn't sound like that big a deal, but th…”

“So you know, we're not working on it right, right now, but don't be surprised if you hear by the end of this year, an announcement that Lambda nursing is going live and we're launching a nursing school”

“And it's very ambitious, because at this point, it's not even clear they have a single qubit, but if that approach is successful, and we're, it's making progress, so I think we will see a validated Qubit of this type soon, maybe next year.”

“And by 2019, that's 98%. 98% of the United States will have smartphones, you know, even Obama phones or smartphones. You won't be able to buy a non-smartphone in 2019.”

“The other big advantage is that paid budgets are now going to take a huge hit. Because of GDPR, we've gone to this nightmare scenario where you don't know if your paid budgets are working because you can't track users until users Agree to be tracked.”

“On the other hand, what we believe is about to happen in the coming year is that people will start to bring out qubits, ah, sorry quantum devices that are at or just a little bit over the quantum supremacy threshold. This number, a lot of people are racing to …”

“Last year we probably did three billion dollars in medical sales. This year we'll probably do as much of that in adult use sales and medical will be a fraction of that. Maybe, you know, half a billion if we get there.”