TBPN Live - Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN

Episode Date: September 10, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with ea...ch episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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Starting point is 00:00:00 Well, Apple has announced the iPhone duo, their foldable phone. Big question. Right away. How is this going to impact screen time? Does your screen time go twice as fast? Because you're actually locked in on two screens? Should you do pixel-adjusted screen time, too? If you're watching a laptop versus an Apple watch,
Starting point is 00:00:22 if I spend an hour on Apple watch, is that like 15 minutes on the laptop? On the triple monitor setup? Yeah. Getting triple the screen time? We have the AirPods with the cameras. They didn't do that. They haven't announced those. I don't think they're going to.
Starting point is 00:00:35 Not yet. But when that comes, that can potentially help you add to your screen time by tracking screens out in the real world. True. True. They aren't getting picked up. True. Eventually it's going to be 24-7 screen time. Everyone's looking at a screen everywhere.
Starting point is 00:00:48 There's our screen everywhere. You're looking at the windshield of your car. That's the screen. Can we pull up some real pictures of the duo? Here it is. Here it is, the duo. So in this video, there is. is no crease. I'm sure the YouTube tech reviewers will be hunting in all different lighting for
Starting point is 00:01:07 creases, but it feels like Apple waited long enough to avoid a crease whatsoever. So you will get no crease in your... That is crazy. Sitting there, boom. It's cool. I think this is going to sell like hotcakes. I think people are ready to spend. It's going to be like two grand, maybe three grand, when you max it out. I think the Apple buyer, the Apple fanboy is ready for something that actually is a flex beyond, like a slight upgrade. You paid 30% more for the pro. This says you pulled out the big mix. You dropped two.
Starting point is 00:01:40 Well, and that's been the thing. Relative to how much value you get out of a phone, phones have always been incredibly cheap, even the highest price. Yeah, you spend more time on your phone than you do in your car, and your car is 10 times the price of your phone always, if not more. And so I think this will sell very well. It'll be interesting to see if any new apps come from this,
Starting point is 00:01:59 if people need to redesign stuff. Like we're having Mikey from Suno on the show later today. And Suno has an app that's really full featured for iPhone. You can make songs. You can scroll a feed of other people's songs. But you do have to pop over to desktop if you want to get into their composer and actually deconstruct the song and shift around different pieces of the song. And then you get a sort of garage band interface.
Starting point is 00:02:24 Even using a lot of normal iPhone apps on iPads, it usually just doesn't feel quite right scrolling. So I think there'll be a couple UI, UX. Opportunities, challenges, both. Interesting little bezel there where you can see the screen is curved, but it's on a blocked out, squared off edge there in the center. Two cameras on the back, one on the front.
Starting point is 00:02:49 Leaving room for the iPhone Duo Pro with five cameras or something like that. Yeah. Yeah, it really shows that the phone seems to be, at least the iPhone, is certainly in its final form, right? This feels like the biggest step forward in a long time, and yet it does absolutely nothing new for you. A rave review.
Starting point is 00:03:12 Until they do the iPhone newspaper that folds out to be. It's moderately exciting because we're all, it's moderately exciting because everyone's addicted to their phone. And it's like, cool, new screen. But it does nothing new for you. it doesn't move humanity forward any way at all. Dirty, you're going to be able to watch two reels at once.
Starting point is 00:03:32 And they're both going to be vertical. You think so? Yeah. What do you mean? From the demo that I saw, it looked like you put the video up top and then you, I messages, and hello. Well, that's because that was the horizontal video. I don't think you'll be able to open two copies of Instagram at the same time.
Starting point is 00:03:44 No, I think it'll be more like the iPad OS, where you can have different windows. So you think you'll be able to do YouTube shorts and Instagram reels side by side. Ideally, hopefully. Ideally. Brain rot, final. boss over here wants to do it. And then you can have the third one on the back. It's exciting to see John Turnitz get a big win.
Starting point is 00:04:03 Like early. Like first thing as the CEO, first major, you know, Apple event. And it's an entirely new product, the foldable phone, something that's been rumored for years. They didn't tee them up just to do a minor iteration. Exactly. Yeah. It's exciting that he got to come out strong with this. And it's also.
Starting point is 00:04:26 less of a risk than the Applevision Pro if they'd thrown him there, then he'd be remembered, oh, his first thing was sort of a flop. Yeah, I think this is going to be a hit, even though it doesn't matter at all. I think it's going to sell very well. I think a lot of people are going to buy them for a variety of reasons, but I think it's just a good way to kick off a really strong decade-long run. Hopefully four decades. Cook couldn't make it to 95 in the seat, but Ternus, I think you got it what it takes. I want to see Ternus running this place. So you're 100% getting the duo.
Starting point is 00:04:57 Yeah, I think I'll get it. I'll need to feel how it feels my hand. But at one point, I was considering carrying an iPad mini as my daily driver phone. Because I was like, so they come with Wi-Fi. 6-8. 6-8, so I have big pockets. So it would actually fit in my pocket. And I don't like the phone feature of the phone.
Starting point is 00:05:21 I don't like getting phone calls. So you lose that because it doesn't have a... cellular connection, so it doesn't have a, so you can never call me. And it's not like you need a phone number for anything else besides calls, like, logging into pretty much any service. Yeah, you can do two-factor on an actual like authentication app. I think you can get by. You might need to have a Mac Mini hooked up somewhere that has a phone number attached
Starting point is 00:05:43 to it that can route you two-factor codes or something. But it did seem doable. Or, you know, you just check your phone, your actual phone with the phone number at home later. but every day you just have this iPad mini that you pull out and it has a cellular connection. I don't know that it can actually get phone calls, but it has a cellular connection. So you can get data while you're out and about. So you can be out in the world and scroll real. What else do you need?
Starting point is 00:06:11 You don't need to make phone. I don't know. Yeah. And it really comes down and look, the phone is lighter, thinner, faster. It's not lighter. It's probably faster. It's bigger. This is the opposite of your meme.
Starting point is 00:06:24 Typically, they come out and they say, it's lighter, thinner, faster, thinner, faster, fit thinner, faster, 12 times. It's the best iPhone ever. This is actually a different direction. This is a response to your joke. Here's something. Yeah. Would you rather search work and I message or be able to get the duo? Search work in I message?
Starting point is 00:06:44 Like search and I message. Yeah. Oh, you want that to work. Yeah. Personally, I would be excited about functional features. of the core software that I use with the iPhone, among many other things. But Kate over on X says mentally ready for my iPhone
Starting point is 00:07:01 to start being slow, laggy, and having a bad battery. You have that to look forward to. So did they also updated like the normal iPhone, is that right? Did you watch a little bit of the earlier keynote? Yeah, I already said. That one is thinner, lighter, faster, better, stronger, all the different things. They updated Apple Intelligence Sponge. Oh, yeah.
Starting point is 00:07:21 I thought they haven't launched it yet. I thought this was the launch of the series. Like, it's actually going to go out now. Correct, yes. Yeah, this was in the launch video. Okay. And also the old iPhone, or not the old iPhone, but the new normal iPhone, 18, they were like, oh, the battery is like much better. So all those things that Jordy said about the new iPhone.
Starting point is 00:07:40 I don't know. It'll be interesting. I'm excited to get it in hand, see how it works. I don't, it might be too much to open that thing up. I'm thinking like, it's pretty easy just like swipe up. No, for you, it's great because you're such a newspaper guy. I do like a newspaper. Put your feet up on the desk and fold your phone open.
Starting point is 00:08:00 I'm scrolling. Yeah, something like that might make sense. I don't know. I don't know. I was reflecting on Steve Jobs. I saw a viral video about Steve Jobs predicting chat GPT in 1985. And the video is incredible because he arrives to this talk. He's giving a talk at a university on the future.
Starting point is 00:08:19 It's just Steve Jobs view the future. in 1985 and he arrives on a helicopter with an entourage and they all get out of this helicopter and they go into this. It's amazing. But more of a, where is it? King in the castle, king in the castle. Because the video kind of takes place in the castle because you got to watch Steve Jobs in 1985 predict modern AI pretty well.
Starting point is 00:08:46 And I read this. I became immensely jealous. And I think I would have enjoyed that. great deal. So pause. He's, the lead-in to this, he's saying,
Starting point is 00:09:00 I'll just read the transcript, he says, did you know that Alexander the Great's tutor for 14 years was Aristotle? When Alexander the Great had a question, he would just go to Aristotle.
Starting point is 00:09:12 I think we can play the clip from the beginning now. Who Alexander the Great's tutor was for about 14 years? You know, Aristotle. And I read this, I became immensely jealous.
Starting point is 00:09:23 And I think I would have enjoyed that a great deal. And through the miracle of the printed page, I can at least read what Aristotle wrote without an intermediary. And maybe if there's a professor, they can add to that. But at least I can go directly to the source material. And that is, of course, the foundation upon which our Western civilization is built. But I can't ask Aristotle a question. I mean, I can't, but I won't get an answer. And so, my hope is that in our lifetimes, we can make a tool of a new kind, of an interactive kind.
Starting point is 00:10:07 And so 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 day, some student will be able to not. not only read the words Aristotle wrote, but ask Aristotle a question and get an answer. And that's what I hope that we can do. It's so crazy. He's just like, we got to compress all the data down and be able to give it a conversational interface. Large language models with a simple interface that anyone can use.
Starting point is 00:10:44 It's a crazy, crazy prediction 40, 40 something years ago. Steve Jobs is probably the most famous techno-optimist, the most successful. successful techno optimist. The bicycle for the mind quote, that one continues to hit constantly. But you can see his excitement every time he gives a keynote. He'll just be on stage like giddily testing garage band. But his delivery there too is something really, really special. I mean, you notice that, right, where he he asks a hypothetical question, then, you know, well, I could ask, but I wouldn't get an answer. And he kind of like lets the laugh line kind of land and lets the audience. He has really good time.
Starting point is 00:11:22 He's basically the Mark German of CEOs. I guess. Mark German is the goat. Yes. Journalist. Yes. Okay. Okay.
Starting point is 00:11:30 Is the greatest, you know, founder's CEOs ever. It just, it's just, it's a really, really cool timing. It took you that long to. Because I thought you were talking about Mark German's comedic timing, which is fantastic, but. Mark German's delivery of Apple, truly, he truly has Apple intelligence. That's true. Phenomenal. So, yeah, I mean, you can see, Ben Thompson's called this out a few times, but when Steve Jobs introduces garage band, he is just so excited about this product.
Starting point is 00:12:01 You can see him in this one video introducing garage band 1.0 with John Mayer, which is really cool. He has John Mayer come out and just like play some stuff on the guitar. This is where I want to show you loops. And I'm going to show you what a non-evision can do. And he's just like chilling there on this computer on this stool. that's going to be me, using this tool, and just do it a live demo. And if you scroll forward about halfway, you'll see John Mayer comes in and plays some songs. Toward the end.
Starting point is 00:12:31 There you go. It's a British invasion. They're just having fun. And so, you know, with the power of modern LLMs, like you can ask, you can ask, you know, an AI version of Steve Jobs, what would he think about AI? I did, and I think the answer's somewhat interesting. He said, probably yes, with very strong opinions about what makes AI worth using. That's speculation, but his own words give us a surprisingly good basis for it. In 1985, Jobs Imagine Computers capturing a thinker's underlying ideas so that a student could interact with them.
Starting point is 00:13:09 You could actually ask Aristotle a question. He was already enthusiastic about something resembling a central promise of conversational AI. but his enthusiasm would come with three demands in this hypothetical Steve Jobs analysis. One, you've got to give people new abilities, learning, designing, composing, building would probably excite him most. Two, you have to make it effortless. I'd expect him to push for AI that understands what you want with minimal instruction. And three, you have to make something excellent.
Starting point is 00:13:38 I suspect he'd value AI's ability to help someone realize an original vision much more than its ability to produce enormous quantities of generic content. be anti-slop, but pro-AI. Aristotle also had an interesting AI take in this imagined LLM version of Aristotle. He'd care more about what AI does to our character than how intelligent becomes. The conclusion of this is Aristotle would favor AI as an instrument of human flourishing while resisting the idea that a life requiring less human effort is automatically a better life. You must continue to create. You must continue to create. You must continue to work, you will be unsatisfied if the robots are doing everything. Yeah, exactly.
Starting point is 00:14:23 It seems pretty clear that Steve Jobs would be excited about AI or some form of AI, but what would the reaction to that be in the modern era? Because I tend to think that there would have been the natural cycle of reaction because of there's a whole host of things, political polarization, economic stagnation, wealth inequality, negativity bias in social media. There's so many different incentives that the desire, the impetus to tear someone down is unavoidable. And so I think we would be in this weird era where a lot of people would be excited about
Starting point is 00:15:00 that particular vision for AI. And yet there would still be, you know, viral videos complaining about the latest Steve Jobs keynote. But what do you think? Because you've called for like the Steve Jobs of AI, someone who's an optimist, someone who talks about empowering humanity, focus on human flourishing, agrees with the Aristotelian philosophy around AI, but what would the actual reaction to be? Is it actually a panacea, or would it fall by the wayside? Like all other attempts that positivity seem to have fallen by the wayside?
Starting point is 00:15:33 I've come around to the technology itself being fundamentally scary, even though it's very cool, and then you factor that in with certain actors that are trying to, to position it as even, you know, more scary than maybe it is, you know, inherently. Yeah. And I think even if we still had Steve with us, it would still be a mess. And he might be nicely counterpositioned, but it doesn't stop other people from, you know, poisoning. Maybe not.
Starting point is 00:16:02 Maybe not. Poisoning the discourse. What do you think is P-Doom would be? Over under 10%. One percent. Probably. He seems like a 1% guy. He's the 1%.
Starting point is 00:16:12 Wall Street Journal. They didn't talk about me. math. It made it to the digital version, didn't make it into the paper. Navier Stokes did not make the paper edition of the Wall Street Journal. But meta and their new personal AI agent did. It's right here. Meta launches the absolute state of traditional media. Hey, this is probably it's more profitable as a business perspective, right? What are you going to do, sell math theories? Navier Stokes was a $1 million price. You don't think Alex Wang can pull a million bucks out of this?
Starting point is 00:16:49 This could be a trillion dollar price. They haven't monetized it yet, but they got to put ads in this thing. And will they do Agentic Commerce? What will they do? We were very excited talking to Sufinator yesterday about AGI for small businesses, for folks who run ads on meta. I still love that idea. But they're going a different direction.
Starting point is 00:17:10 They're doing personal super intelligence. Zuck's been talking about this for a year. year at least. He's put out a lengthy blog post about how he wants AI to diffuse, how he wants everyone to have AI. And now everyone does with the MetaMuse app that's a separate app that you get that will book restaurants for you. The Wall Street Journal has a little bit of a story here. Meta Platforms is betting that making AI agents easy to use will get mainstream consumers to start adopting them in their daily lives. The company on Tuesday announced new personal AI agent that can buy goods online.
Starting point is 00:17:47 I think they partner with Stripe on Link. So I don't know if that just means that when link is enabled on a particular checkout, it'll be a little bit smoother. Or if it's like it's going to try and steer you towards things that are linked. I can respond to emails. And so do you have to link it to your Gmail, I guess, to get to get that working? And complete other tasks, users authorize you to do for them. The agent called Muse is accessible via dedicated app.
Starting point is 00:18:17 Users operate the agent by conversing with it like a typical chatbot and can choose their own names for it. I saw some really funny ones. Tyler called his mark. I saw someone else that's... Someone gave it a really funny name. They said, like, you can pick one. And then the name of the agent was just you can pick one or something like that.
Starting point is 00:18:37 A bunch of funny hallucinations. Always happens with these products. Everyone's going to have fun with them. The new tool is met as the latest attempt to monetize its massive AI investments, which are expected to top $130 billion this year. The AI agent is free to access for most of what people need and has two tiers of subscription plans for power users, $100 bucks a month and $20 a month.
Starting point is 00:19:02 Anthropic and OpenAI have quickly built multi-billion dollar businesses around agents capable of performing complex computer tasks, but most of that usage is driven by software coding or other business applications, consumer adoption of technology lags behind, offering meta, Apple, and other companies' potential for catching up. The fact that we've given such a powerful technology in a package that is going to be really digestible for the product is one of the things that will set us apart from lots of other agentic products. Meta's AI chief, Alex Wang, said in an interview. Ben Thompson was raving about the fact that it gives you a pretty powerful VM, 8 gigs of memory and 8 gigs of storage. that is yours sequestered, and they're also implementing a lot of the security features that
Starting point is 00:19:46 they have done with WhatsApp, where there's end-to-end encryption. Yeah, they got Moxie pulled into it, apparently. That's really cool. Moxie's a legend. So great on the recruiting front. Everyone loves Signal and great team there. Yeah, the question is how it sounds like if they're actually giving every user a computer. VM, but yeah, it's like virtualized.
Starting point is 00:20:09 But yes, serious computing resources. Yeah, yeah, but the cost is going to probably be pretty significant. So the VM, most likely, like, spins up when you use it and then, you know, take it down when you're not using it. So the actual compute hours that are associated to anyone but a power user, and, of course, very quickly, you can wind up spending 20 bucks or 100 bucks, and that's enough to just pay for a virtual machine. Like, you can go and rent, you know, a true virtual machine to, like, host your website on DigitalOcean. for like 20 bucks. So Kaz, the CEO of Open Door, went to X and said, posted a screenshot of him asking meta-AI and WhatsApp.
Starting point is 00:20:49 And he said, please make WhatsApp the main interface for these things, Alex Wang, please. And he just says, how do I use Muse? And meta-AI responds, Muse is a free AI assistant from Anthropic. You can use it on the web, on mobile, or through their API. Go to clod.a.ai, create an account, and log in. So I'm looking at this post. I'm trying to find why is nobody talking about how, Meta-AI thinks that Muse is a product from Anthropic and is telling people to go log in there?
Starting point is 00:21:15 That is weird that it would hallucinate that Muses from Anthropic because there's not even any connection between those. It's not like Anthropic ever had a product called Muse that I know of. Very odd. But Meta-I, of course, is running an older LLM. And then I believe you still get thrown into a Lama model, I think, when you're on Instagram, if you wind up in a LLM chat. And so there's going to need to be unification around all of the. these different products and they're going to need to eventually talk to all the same models. But of course, there's like scaling and all sorts of different issues that you need.
Starting point is 00:21:48 Because some of these products that they've gotten to scale are pretty significant, even if they're not like the most talked about when you are a hyper-scaler with billions of users and you vend an LLM into something like you've deployed that at scale. It's doing a lot. And it's like, you know, the new Gemina. 9.3.7 flash, bunch of great reviews, great benchmarks on things. But like, they can't just stuff that in Google search on day one. Like, they have to actually scale it up. Yeah. The question I have is, does it seem like this was something they were working on prior
Starting point is 00:22:25 to instinct gaining traction? Or is this an instant clone? I saw one post that was saying, you know, that, a rumor that they tried to buy it, which makes sense. Arfara says there's a rumor going around that meta and others made a 10-figure offer for instinct. That's a crazy valuation for a one-year-old company, something like that. Instinct turned it down. Now meta has launched Muse. And that's literally what the post is. Meta has launched Muse and now the timeline is reacting. It'll be a big deal. Sounds familiar. Yes, meta was able to win stories. How did they do that? They didn't win by launching a Snapchat clone as a separate app. They won. They won. by putting it in Instagram, which already had the install base.
Starting point is 00:23:10 And so if Muse works its way into Instagram, which a lot of people do use, it'll probably get a lot of adoption. If it's a separate app, it's a little bit trickier. Now, the Threads playbook worked. They routed a lot of people to there. Thread shows up on Instagram. It has an advertising surface area. It's pulled over.
Starting point is 00:23:29 What are they at? A couple hundred million... Hundreds of millions of MAUs. And again, it's hard to fully... understand the value of that because they're counting somebody who click through clickbait on on on on yeah there's that and then also but there's a political question there's a robust like real community of for sure sure the other the other thing that I think about is like meta has the advantage of being able to when you open all their apps just put a huge billboard they make ad
Starting point is 00:23:59 inventory just for themselves yeah with the radiance specs where you open around Christmas sorry sorry sorry It's a little slip there. But when you opened Instagram in Q4, it's like buys some of our, you know, classes, right? And so I would expect, I don't think they're going to do that
Starting point is 00:24:16 until Muse has, like, significantly more traction. Yeah, they'll get the early adopters on and figure out all the kinks and stuff. Growing Daniel came in with... John Shue says meta has been working on Muse for almost a year now. You have to believe that that's true. The Manus Acquisition ties into that.
Starting point is 00:24:31 The Zuck messaging around personal superintelligence. I mean, when we interviewed him a year ago, we were asking about, oh, am I going to be able to use your AI to actually buy, if I see a pair of shoes, while I'd be able to just buy it? And he was kind of like, I'm not ready to announce that yet, but it was very clear that that's where this was going. So I don't think it's an instinct clone. I think it will compete with instinct. And I think it's tricky because instinct is pretty early, and they are going up against a big company that's been investing and has a lot of resources to go after this very, very hard. At the same time, consumers come to meta to be entertained,
Starting point is 00:25:05 Muse feels like a product for productivity, and I'm not sure that people will put them in the same buckets. Like, it's very unclear. At the same time, people do a lot of shopping on Instagram, basically, just scrolling. Really? Oh, for sure. Not actually checking. Are you joking? Go ahead.
Starting point is 00:25:25 I'm just vested. No, no, no. So, like. It's like the most dominant shopping app of all the time that's positioned as. But particularly people will, like, go there. and not just search things, but just like casually scroll and like linger over things so that they get retargeted. Visit websites and then have the ads come to them. And so you can imagine that on the shopping side that there's a lot of traction there.
Starting point is 00:25:49 Yeah, a lot of excitement around this. Climbing the chart is currently, Mews is number three on the charts. Not that. App Store after ESPN fantasy sports and more in chat GPT. Growing Daniel came in with an absolutely brutal ratio. What do you say? He quoted Zuck's announcement with a screenshot. of the exchange that Zuck had with somebody during the early days of Facebook where he said,
Starting point is 00:26:10 yeah, so if you ever need info about anyone at Harvard, just ask. I have over 4,000 emails, pictures, addresses, and student numbers. What, how do you manage that one? People just submitted it. I don't know why. They quote unquote, trust me, dumb Fs. Anyway. Wow. Growing to Daniel, never forgets. Obviously, Zuck has grown up a lot. since then. Who punched him in the nose? That's the question that is the big question. That is the big question.
Starting point is 00:26:39 That is asking. Let me find the, you send me the image. Is this true? Yeah, so here's the thing. His nose is starting to look like this guy, Marab, who's a UFC champion. Marab has one of the most busted up noses in the UFC.
Starting point is 00:26:58 And Marab was the UFC fighter that Zuck was training with on that deck. Pull up this picture of Marab, and you can see their noses are starting to look quite similar. That's a really good sign. Look at this. Zoom in there. Zoom in there. He's pushing. Look, their noses, Zuck was like, give me one of them right now.
Starting point is 00:27:19 Give me a nose like that right now. I like it. This tells me that Zuck is going way harder in training than he lets on in the video. Totally, totally. Which I love to see. He's like, he's ready for that Elon fight. He's like, there's a chance. I might catch Elon on.
Starting point is 00:27:34 good day, the ops in, I got to be ready. All right, let's talk about Doom. Doom. An anthropic researcher is quitting the artificial intelligence industry. Whoa, he didn't just quit the company, quit the industry over fears that the lab and its competitors are racing to build systems that could spiral out of control and destroy humanity. This was not received well. A bunch of back and forth with another researcher chiming in saying that they have a P-Doom of 10%, which is something that's come up years ago, and we kind of went back and forth on. This all started with Jacob Coxon, who said, I resigned from Anthropic today. I spent the last three years doing pre-training research at both Open AI and Anthropic. Neither company is acting responsibly. They are racing straight to
Starting point is 00:28:24 self-improving superintelligence and gambling with our lives. He is not happy with where things go. and it got 100 million views and 600,000 likes. It's going straight on a Bernie Sanders billboard for sure. I worked on an actual thermonuclear weapons project, Martin Casado from A16Z says, and the dissonance was less bizarre. And so he's comparing it to what it was like working on very scary technology, very different than what's going on today.
Starting point is 00:28:56 And Evan Hubinger, who works on alignment, science at Anthropic, previously, MIRI, Open AI, Google, Ripple. He says, Jacob is correct here. We really do earnestly believe AI could kill all humans. I personally think it's above 10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are clearly not on track to.
Starting point is 00:29:22 So everyone's sort of pushing for a slowdown now, but then you go into the regulatory capture thing. I've been seeing what? Just Buckingham says, bro, got that pip? Yeah, a lot of people are like, are you giving back your equity? Blah, blah, blah, blah. Yeah, odd. Lots of people were just going back and forth on everything.
Starting point is 00:29:43 Ryan Peterson sees it as a bull case. He says, I need to buy more stock in this company. I've never seen such a commitment to making money regardless of the consequences. Yeah, it is. Adair says if you publicly assign a greater than 10% probability to human extinction within a decade, You owe people a clear explanation of how you reach that number plus what would change your mind. Yes. Yes.
Starting point is 00:30:06 So, yeah, a lot of people were upset that this felt like a vibe prediction, very unresearched. And he did link, Evan did link to the anthropic risk report, which you can read in full. They have a reasonable scaling policy. And they're talking about pacing the frontier, collaborating with other labs. I'm oddly optimistic that this will happen. Obviously, you know, there's the Sam and Dario can't even hold hands on stage in that India conference. But AI has made strange bedfellows out of people. Like, if you had said, oh, yeah, in six months, Elon Musk, the guy who's calling anthropic,
Starting point is 00:30:50 misanthropic, will be doing a deal and bring in Shultow to watch rockets take off at Starbase, I would have been like, no way. No way can Elon Musk and Dario become friends? Like, that just seems like impossible. But the funniest outcome is the most likely to quote Elon again. Believing in your whole heart that things are that serious and then just rage quitting and not leaning in and trying. Like, do you really think that the rage quit method is? Yeah.
Starting point is 00:31:25 I don't know. I mean, some of these organizations are really big. and if you're at a certain level, it can be very hard to actually get things done in a large organization. It's, yeah, it's weird, weird time. Leave us five stars on Apple Podcasts and Spotify. Sign up for our newsletter at TBPN.com.
Starting point is 00:31:40 And we will see you tomorrow at 11 a.m. Pacific Sharp. That will be Thursday. 100. It will be 105 days until...

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