(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win

(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?

(4:01) Genie 3 world model

(9:21) State of robotics models, form factors, and more

(14:42) AI science breakthroughs, measuring AGI

(20:49) Nano-Banana and the future of creative tools, democratization of creativity

(24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science

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(0:00) Introducing Elon Musk, and reflecting on his DOGE experience

(2:47) Optimus: Progress and potential, the “hands problem”

(12:20) Tesla: AI5 chips, impact on FSD

(16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update

(26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia”

(31:29) Evolving alongside AI, implosion of the West, the religion vacuum

(37:36) Understanding the universe, going to the Moon, what happens on Mars?

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(0:00) Introducing Palantir CEO Alex Karp

(1:10) Understanding Palantir's fans and haters

(8:40) Palantir’s work at the border, data collection and surveillance, built-in protections

(20:02) Israel/Palestine

(22:23) Is the West committing suicide?

(30:54) Antisemitism

(31:52) China’s strategy, dealing with cartels

(36:46) Why modern Progressivism is not progressive

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