TBPN - Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN

Episode Date: January 28, 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 each 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.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow 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

The Claudebot memes are completely flooding the timeline. Out of control. My Claudebot just signed up for a $2,799, build your personal brand mastermind after watching three Alex Formosy clips. So this text message is, Claudebot. Hey, did anything weird happen while I was out? Define weird. I just got a charge notification for 2997. Oh, that?

I just signed us up for Build Your Personal Brand Mastermind. After analyzing three Alex for Mozy clips, the ROI math checks out. You'll 10x that investment in 90 days by monetizing your expertise at scale. What? I also acquired some premium domain. Borgiaempire.io. Oh, Borgia is the poster. Cloudbot gets wild.

I've seen some wild thing. Hey, this is a developer level tool. This is something that you should not just be running crazy with. And yes, most non-techies should not install this. It's not finished. I know about the sharp edges. It's not even three months old. And despite rumors otherwise, I sometimes.

sleep. There's a, there's a funny, funny conspiracy theory. Did Apple create Claudebot to boost Mac mini sales? And then Eleanor chimes in with another conspiracy theory. The more convincing plot is that in your role as an unconfirmed anthropic exec, you went on a special op to get lots of people consuming tokens with open-ended agents, but with plausible liability. And of course, there's some nuance there. We'll talk to them about the different models, what's beneficial. Obviously, Cloudbot, you can pick your own model, you can bring whatever you want. What was sticking out in my mind was there's this big meme. about your bill you're buying mac minis mac minis are out of stock and all the demands in the

mac minnie uh but i think that the bigger implication here for what this actually means is just gp u demand tp u demand just raw chip demand so i i was thinking about you know this this idea that you're not buying a mac minnie when you go all in on cloudbot you're actually buying a gb 200 now maybe you're buying tpus but the the point remains that you're buying chips and you're and you're driving gp udbdmend because you're generating more tokens and what are the implications of that Claudebot officially renamed to Moldbot. Anthropic made a tradebark-related request in Peter Steinberger obliged, with a hilariously perfect rename given such short notice. I was thinking about how much companies agonize over changing brands, changing names, how it can sometimes take years and millions of dollars. And he was just like, oh yeah, I'll just change the name and update everything in an hour.

Pretty remarkable. Well, so one thing that's relevant is if you look on Peter's GitHub profile, under the current project section. Oh yeah. I'm just gonna read you a number of them. There's Claudebot, Vibe Tunnel, Codex Bar, Pekaboo, Summarized, Repo Bar, Go, CLI, Poltergeist, Wackley, Sag, Bravel.

And he's contributing to these too. 11 Labs Kit, Go places, gift prep. Like, it just goes on and on and on, on, codex bar. So this guy's just been absolutely shipping like crazy and shipping within the ecosystems of the underlying tools, models, APIs that he's doing. So like oftentimes he's naming projects like kind of riffing off of some of the underlying infrastructure.

Oh, sure. And so it makes sense that he would have shipped if he, I think if Peter knew this was going to be a viral overnight, overnight success. Overnight success. He would have, he would have not necessarily named it like so closely. And so the issue and the reason that I fully understand them needing to do this like rebrand is that Claude and Claudebot, most people that aren't in our little bubble are just going to assume they're related, especially because. because the kind of word of mouth, this viral word of mouth growth that Cloudbot is getting, people are often not even typing it.

They're just saying like, hey, are you using Cloudbot? Yeah, so people are going to Anthropic being like, Claudebot, what's Claudebot? So obvious confusion and then. And it's phonetically identical. Yeah, so with trademark law, if you don't enforce your trademarks, you lose it.

Yeah, yeah, you can. So it's like, Anthropic is in a position where they actually, even if they're like super excited about Peter's work and what he's doing, yeah, they still have to enforce otherwise other companies could start coming in and like using things that sound like Claude. No one wants to become the escalator. You know the story of the escalator, right?

Escalator used to be a company called the Escalator company. They invented the escalator. And then they didn't protect their IP effectively and it just became a normal thing. Kleenex was going through the same thing. They fought it out and they maintained that brand. But people, you know, use Kleenex as synonymous with just facial tissue. One clear note about the rebrand. So he changed the handle and some crypto scammers hopped on the old handle and the old

brand and are claiming to launch a coin be careful Peter has said he's never launching a coin he's not into crypto so don't fall for anything because people are being opportunistic well Claude code and co-work felt specifically pro-sumer developer enterprise focused Claudebot or Moldbot now it and the and all the hype train it felt very much like a glimpse into the future of consumer AI agents I know it's a pro-sumer technical tool or or lightly technical tool But it really did feel like for the first time people were interacting with an AI personal agent, people are saying, oh, this is what Siri should be, et cetera, et cetera.

And so we spent the last year, remember the question that we asked all the AI agent company, when can it book me a flight? Like it feels like we're really, really close to a MoldBot skill that is good at booking flights through a couple APIs. They figure out some stuff. And like, it can actually solve that for you. Yeah, and this was last year. Yeah.

Remember, we were kind of getting sick of the, like, book you a flight pitch. Totally. Because we were like, hey, is this going to happen? And somebody actually do this? Exactly. And so, and that's a cool example. But the example of being able to text with a computer and have them like generate reports, research files, et cetera, give you the right file type back, all these things that a computer

can do if you're operating in. This is actually more interesting because it's happening at kind of like the sort of internet layer and the OS layer, like the heart, like actually on the computer. And so I think like everyone was wanting the, the, like book me a flight example, but should be much more excited about this. Totally, totally. Will one of the major labs make Peter a massive offer to join full-time? I saw, one of my buddies was posting, you know, this is the $1 billion one-person company. Now, Peter does have a team actually already. He's, he has a couple of other people that have

joined and are contributing. So it's not quite true, but it feels like, okay, massive viral success. you know, if you were to go and raise money, and that's another question, will MoldBot raise money? Will this become sort of a hybrid for open source for profit company at some point? If he came on the show and I'm happy to announce that he raised $100 million at a billion, we would not be like, no way, this is a bubble. We'd be like, yeah, that's kind of like what the market is for this. Yeah, there were, I think there was like Harry Stebbings was pointing out there was two companies called recursive that raised like $4 billion.

One with the R.E. Yeah, one is I recursive. Okay. I don't know if that's how it said, but and then there's recursive. Ryan in the chat saying Meadow is going to offer him a $1 billion salary in a co-cdo position. And like that doesn't sound like crazy. I mean yeah, yeah, yeah, but at the same time, like you can imagine like Manus, this feels like Zach already has. He does, he does, he does.

His horse and to back, back to your point, you were making the point that Manis felt like Zuck buying a product. And I think a lot of people were giving you pushback on that being like, nah, like it's not really gonna be like that. But if you take the Manus team and you say, okay, go build something that you can interact with over WhatsApp, Instagram, DMs, Facebook, that can go and execute things across

all of the different platforms and everything else. Yeah, and when I said that, I meant it along the lines of like I could see like them putting an, like a consumer agent in meta AI, just because that's their little AI playground. How fragmented will the market be in 12 months? Like, will there be people who are still running open source? Will there be a meta answer, a chatchip T answer, a Claude, an official anthropic answer,

Claude co-work grows into this? And everyone has their little bets, and then there's one that pulls away. How all agopalistic will it be? Will there be like one that has 80% market share, or even two that have 40 and 40? Yeah, they can simultaneously be, like, excited about the product experience and that this kind of like use case is getting adoption, but at the same time being like, no, we want that experience to be core to our product. you getting ready to do. Do you have happy birthday cute up there? Oh we got to sing happy birthday to you it is Tyler's and it's not just any birthday it's Tyler's 21st birthday yes you're truly an incredible young man Tyler and we are very lucky to have you on the team and you have such a

bright future so wise wise for your years we thought it was fitting that if you want to have your first ever sip of alcohol ever you could do it on the show yeah but keep it out a sip first taste of alcohol in the chat says four more years so you can rent a car mott Tyler apparently you share a birthday with the iPad give us how is it how is it alcohol wow I mean this is this is incredible oh yeah I wouldn't expect alcohol like taste like this yeah Ron Roy in the chat says please throw him a buzz ball we should have this opportunity anyway so keep it out a sip this is a family friend we need you locked in but I'm glad that you've tried alcohol now because we're going to go experience being

Wait, wait, guys, guys, we have a video for Tyler. Oh, yeah. Let's pull it up. Let's play. All right, how many times we're gonna make this joke? Describe what you're seeing. It feels basically like I'm wearing sunglasses. If you can do it in under 45 minutes, you will get to keep this.

Let's go. All right, have fun, Tyler. 15 minutes left, let's see it. Okay. I'm in like some kind of maze right now. Oh, no. You were late here last night. This is such a good job.

I'm an all nighter. And then here we get a little off the rails. You see George Soros. and Fauci connected with other than money as well. All it took was one in turn and an all lighter. Gigachad elf is so funny. Do the sad face. What's wrong, Tyler?

This you could say is Apple Intelligence. You were a speedcube. Wow. What it was good. Nerd alert. Do you have any news for us? Yeah, contract extended. Yeah.

It has been truly, truly incredible. having you here on our set and contributing to the show in such a special way. Amazing. Happy birthday, Happy birthday. We love you. Back to MaltBot.

The biggest question for me was what this does to inference demand, right? Last year, tech discourse was split between two narratives. CEOs of tech companies and big labs were saying that they were massively compute constrained. Token generation, demand for intelligence, every possible usage metric was growing exponentially, including revenue. We saw all of this. And the industry needed to marshal trillions of dollars to deliver on the supply side.

And the numbers were really big so people were getting jittery about it. And so the AI bears were much more cautious. They highlighted the MIT study showing that enterprise AI pilots were failing. DAU growth was decelerating. There weren't enough wow moments like the original chat GPT launched in 2022. Also just the economics. How much will people pay? How valuable is all this stuff?

Is it slop, right? Is it progressing fast enough? But Molbot really does make me feel like the token generation demands are going to see another easy X from here. Buying a Mac Mini is a sideshow. When you go all in on running a personal AI assistant, you're effectively buying a GB200. Obviously, not everyone is inferencing

a dedicated GB 200 constantly anytime soon. That's not what's happening. But it still answers the question of where does the next 10x in demand come from? We've seen these jumps before. There was a big jump from token generation, from LOMs to reasoning models. That spiked inference demand.

We've been focused on training demand. We need to scale up the training clusters. But the question now is inference to- Don't forget slop. Don't forget slop, slop, spike demand. All of it. All of it. All of it.

Open Instagram Reels. Yeah, yeah. There's a lot of stuff on there. Deep research and coding agents took it a step further on inference demand. But those were still specific use cases that many AI consumers never regularly touched. Lowering the barrier to entry to used more advanced models is in some ways as important, if not more important, than advancing the models themselves. Part of what's interesting what you're basically getting at is like if you were a software engineer, you were using a ton of tokens. And if you weren't, you were just maybe doing some deep research, et cetera.

A lot of times just Google AI overviews or just like a very simple, yeah, chat GPT query, it just thinks of it right off the head. It's not even doing reasoning. So I don't know. My general take is like MoldBot still feels like a glimpse into the future where average token generation per capita is 10Xs over the course of this year or next. Whether it lands with MoldBot or with one of the AI labs or with the big tech companies, It just seems like we're going to see a lot more token demand.

Well, yeah, so my hope is that the Siri team plays around with Claudebot and is like, wait, this is our opportunity. Totally. Like you should be able to chat with your computer wherever it is in the world from your phone and be able to do tasks. Thread about what I've been doing to calm down some egregious security claims that have been posted about Maltbot over the weekend. MiltBot is powerful software with a lot of sharp edges. Please read the security docs carefully before you run it anywhere near the public internet and don't skip the checks and docks. slash security.md. What percentage of people do you think skip those checks? So literally everyone. I mean, so I have it set up on our like local machine here. Yeah. And it was, it was texting. I think

it texted you and Ben. I just that was actually crazy. So I don't have the auth set up. So because I just get I get an I message that's from Tyler's email. And it just says HTTP 429 rate limit air. This request would exceed the rate limit for your organization. And it's just texting me. It's just like, hey, boss, I need more money, I guess. It's hitting me up. Cloudflare has been on a bit of a terror. People finally starting to realize that CloudFair might be the biggest winner of the Claude Co-WodBot ChatGPT moment. Tyler, you want to break this down?

Wait, sorry, I was a... Oh, were you... Oh, you tried alcohol. You can't pay attention. So this is... Okay. I just like this is this is look at look at the orange line okay is uh well bought okay and that the blue line is uh super base wow so absolutely insane we need new

charts this is this is really need new charts frame it put it in the museum of business that's a fast take off people are happy uh peter posted no message this is a screenshot of a text he got no message just thought i'd say thank you thank you so much for cloudbot rise speaking of money has an interesting prompt he's using with mold bought to file your taxes. He says, you are a Bernie Madoff level financial expert. Find every trick that is possible. Do not do this. The IRS is like, hey, can you, can you share a little bit on like how you kind of came up with some of the decisions here? And they're like, we'd love to see the prompt. Yeah. Meta Platforms is set to test new subscription models across apps. We different story,

but we can, we should, we should run through it. I am interested to know a little bit more. So the $6 billion multi-year agreement. It supports a 15 to 20 percent increase in jobs at Corning's North Carolina facilities, building and operating data centers the infrastructure that brings our technologies to life and supports our goal of personalized super intelligence that certainly sounds like an AI personal assistant. Certainly sounds like Moldbot to me. It requires strong servers and hardware that connect and transfer information in real-time fiber optic cables are a critical part of this technology. The supply helping us power everything from wearable

technology like Reda META meta, Reband meta AI glasses to our apps, which connect billions of people. Today, they're doing a $6 billion project. That's part of this agreement. Corning will grow its manufacturing capacity across its operations. With includes a significant capacity expansion in North Carolina. Meta's data centers, 26 of which are under construction right now are operational. Why are you laughing? There's just so many.

That's a lot of data centers. That's why they have a compute desk. This is a bit of advice for everyone. If you're working in a business and you have like a team or a guy that does something, you need to upgrade that to a desk. Yep. Yeah. Millionaires have guys, billionaires have desks.

Meta's data centers have already supported 30,000 skilled trade jobs during construction and support 5,000 operational jobs. This includes electricians, ACEVAC specialists, server and network technicians, safety and security experts and engineers who work together to run some of the world's most advanced facilities. meta to test premium subscription plans for Instagram, Facebook, and WhatsApp. This is in CNBC. Subscriptions for premium features on meta apps are expected to roll out in the coming months. What will you get?

The subscriptions will give paid users access to more features and expanded AI capabilities. Here's what's most interesting to me. This will be scaling meta's newly acquired suite of general AI agents under Manus will also be part of the subscription plans. So as I was saying earlier, when you think about that we haven't got, that much from Zocon, like what the actual plan is. But when you think about personal super intelligence, that is AI that can do things for you,

not just give you information. I just wonder how much will happen outside of the meta ecosystem. Like they've launched a search engine before that looked at websites outside of Facebook. They had that project Titan, which was to unify all the different messaging protocols. So as part of that, they gave everyone a Facebook Facebook.com email address or something like that.

Maybe it wasn't Facebook.com. Maybe it was like FB.me or something, but they gave every Facebook user, whatever their unique username was, they gave them that as an email. And you could email that and it would show up in Facebook Messenger. And then they tried to unify Facebook Messenger so you could see Instagram DMs, WhatsApp messages, and Facebook messages all in one place. I can see what you're laughing at. Dave, Dave, Pamela, says, yeah, I want more of those

amazing meta-AI feature. You say that now, I mean, let them cook at least a little bit, because we really haven't seen them launch a new model, a new image model, like they should be able to get too close to the frontier. You know, it has to be at least SORA, nano-banana, V-O-3 level. They have all the data.

They have all the talent now. They're very GPU-rich. They have the compute for it. And the research has been done, and people have reverse-engineered it. So you would think that whatever's coming should be, Good. Ryan asks, is Tyler still drunk? Yeah, one sip. He's just over there slurring his word. TikTok is dead. The algorithm is worse than the reels that make it to Facebook. Wow. I haven't

Yeah, so basically they're they're transitioning everything over. Yeah. Yesterday there was apparently an outage. Kind of an outage. Like people were able to post videos, but the videos wouldn't be served at all. So I think a lot of people assume that it was like the new ownership kind of censoring. Sure. I believe they had an outage at a data center that was a cause of that. So before we, before we call it dead, let's wait for a few days and see how it pans out. We do have a TikTok account. It's at TBPN. How many followers of that? I haven't checked. I haven't checked. I don't think we post on it ever. Three thousand five hundred. Not bad. That's better than what I thought. First time. We're not really focused on it. Maybe we'll test it out. But I'm, I'm pretty happy with just I want the things we do to be polished I want the core show to be

polished diet TBPN our 20 to 30 minute cut down I want that to be polished I want that to be polished at tbPN.com before we bite off another part of the Apple and please please sir not one more short form not one more short form the Super Bowl the Super Bowl is coming up I think it's going to be this year in the next couple months when is it it's coming up it's coming up because there's advertising that are going out and you got to watch it because the ads are going to be incredible. I actually just had to search when is Super Bowl. Eric Lyman, CEO of Ramp shared, meet Brian.

Brian's been carrying counting on his back for a long time. Super Bowl Sunday, he finally gets back up. Yeah, we're real sports guys. This is the Super Bowl. We got a Google. The Ramp Super Bowl ad is the Super Bowl of Super Bowl ads. It feels like, you know, they just kind of, this is like, you know, what is it? What is it called?

Like a warning? Spoiler alert. Finance meeting in five. Minutes? I got it. Allow me. Hi, handsome. We're saving so much time.

Policy violation coming through. Travel, meals, hotels. How's this? Quick. Beautiful. Multiply what's possible. At ramp.com. I think it rips.

I think it's a good Super Bowl out. Why does he got there? Maybe some chili? I don't want to make a assumption. It was just a silver pot. It was just a silver pot. Yeah. No, I think this achieves a couple things. I think, I mean, it drills the brand name. Think about how many ramp logos are in there. And then they're chanting ramp. And for, you know, ramps are very successful company. We all know about it here. But there's a lot of people that just don't know the name ramp. It's not been drilled in them like, you know, some company that's been around 50 years. It just makes time. On the precipice of being a house, there's not been enough mainstream marketing yet for it to be a household name. Yeah. It's a life's work to actually drill into people's mind. The ramp name, the logo, the color, how it sounds when you say it, what it's synonymous with.

And so just like not going too abstract, not trying to tell some more avant-garde story here, I think is, it's almost like a direct response. it's just so clear what the problem solution brand yeah problem solution brand it's like simple like you could be doing something more bold more crazy yeah but I think this is what you need to do also after last year getting say Juan yeah and then that was a really great idea actually winning yeah that that's actually kind of like an impossible set of circumstances not impossible but it's a crazy roll of the dice Toby over at shopify posted his heart rate through his first stint at the Daytona you see the first annotation on here this is just crashed So he started out like 120, 120 beats per minute, right?

He's doing waiting, he does the warm up, preparing, the formation lap, and then there's a crash right at the start. Very, very rough. So basically the crash happened with the LMP2 class, which is the kind of pro-AM same segment that George from Crowdstrikers racing in. So both Toby and George, all of our boys got hit right as the race open. And so what George was saying yesterday, the reason he was frustrated, he's like, this is a 24-hour race. Yeah.

Never has a race like this been won on the first lap. Yeah. It's incredibly unforced to like crash in the opening corner. Sure. When you really should just get through it, it's like the most, one of the most intense moments because there's so much traffic. But if you actually go and watch the footage of what happened at the opening, somebody gets hit, spun out, and then they're turning around and somebody hits them again. Like two accidents. In the opening a minute, so insane.

I love that the actual true final heart rate spike was at the end when you're changing out of the car. You've been driving and so intense. No, you know this. When you're getting out of a track car, it's like watching a guy who's 6'8. We will never share that footage. John is extremely embarrassing. It's always like crawling out of. It's actually terrible.

You basically have to get on all fours. It's incredibly negative aura and I don't appreciate you sharing it on the show. think it's cool it's funny but yeah i i go full send basically fly out of the car gibbroni on x says zoom is the best anthropic play yes yes yes we were debating zoom likely made a 51 million dollar investment in anthropic series c how in 2023 how out a 4.1 billion yeah valuation if you're looking at their new 350 there's okay there's something like an 85x even diluted zoom may have a multi-billion dollar Yeah, tropic position. Tyler, major, I won't, I won't give you too much flack for it, but obviously the most bullish in the room. Bullish on AI broadly. Yes, yes, yes. You seem like you'd be happy to own Zoom at a hundred billion dollar valuation, even if they had no business at all.

It's just a old coat. Yeah, yeah. Even if they just, it's a digital asset treasury, actually. Yeah. So I think the story is, this is like a rumor, but basically it was that anthropic, wanted to just like use Zoom and get like the Enterprise plan or whatever, but then they were like, well, yeah, you can have it, but like we want to throw in a little something, right? This might be fake news. This seems like fake news, Tyler. Okay, Zoom sells, you know Zoom sells enterprise software, right? Look, that's what I read. That's their business. I can't find the post, but I for sure read that. They sell enterprise software. And so Anthropics says, hey, we're big Zoom fans here. We want to use Zoom. And they're like, no, actually for you, no. After the, the crazy COVID pump, where everyone got on Zoom.

They started adding like crazy features like dictation and work spaces and whiteboarding and stuff. But obviously like the, it was like so overheated that it came back down to Earth. But now they have an anthropic position on the balance sheet, which will be fun for them. Slowly and then all at once says Blake Robbins. He says, your work tools are now active and clawed.

Draft Slack messages. Interactive. Or interactive. Draft Slack messages, visualize ideas in Figma and build and see Asana timelines. All of the different tools are coming together in one place. When you see an account like Claude posting about Slack and Figma and Sana, you have to imagine there's a discussion there.

It's not open source. So they're chipping away at these. And Open AI has been chipping away at these for a long time. So the race is on to have the most integrations at this point. Breaking. Anthropics warning to the world. Anthropic CEO Dario Amadei says, eminent real danger that superhuman intelligence will cause civilization.

level damage absent smart speedy intervention Sarah says so buy our products this is the problem of dropping like a 20,000 word essay is that like you're gonna get clipped out of context Tyler can you make you should make a version of the new letter with subway surfers that run oh true yeah that as a standalone yeah we needed clad labs Chad IDE for for reading well I'd summarize this in four words Good. Bleeding bits has some thoughts on Dario's. 14 of them specifically. That's a lot of thoughts. There's nothing new here if you're familiar with the AI safety discussions that have been happening on Twitter. Yes, but it's important for Dario to restate them in a format that can be passed around and formatted and is coherent from start to finish. So the most interesting bit is that his mental model for AI control risk is the risk that would be posed by a country of geniuses in a data center. Interesting. That is interesting. The basic idea is that we should imagine a giant data center, all the models being something between. AGI and ASI trying to coordinate to take over the world or do massive harm.

Anyway, I think how seriously you take short-term AI control risk is inversely correlated to how much you think about AI control risk as operating in a system. So the systematic view starts and says labs exist in an ecosystem where they need to sell models that will follow human instruction or they have no market. They are also overseen by regulators and guided by public perception and the desires of their employees and all of this keeps models courageable. Great word. And the model landscape will look like three to six frontier labs running millions or billions of rollouts at a time on two to three different models, all on different

tasks. So a model takeover requires these millions or billions of rollouts to somehow end up all be coordinating towards some bad aim that somehow the models have autonomously determined. Something I've been thinking about is, you know, this kind of summary and a lot of the a lot of the dialogue is centered around just like what are the models doing or like a country of geniuses in a data center. But you have to be thinking about this in the context that a country of geniuses in a data center would just recruit millions of humans to join their cause. Like some people like when they're thinking about AI risk, it's like, ha ha dude, just like turn the computer off. Yeah, yeah, yeah, just unplug it. But it's like what if you're on the side of the computer?

What if there's, you know, 100,000 people or like 10,000 people defending it on top of the data. center between like don't don't unplug the computer right I like and so when you look at all all the chaos in the last week yeah there's been so many moments where like a certain image was AI generated yeah and then it's like oh that wasn't a real image at all or or you know and it's being shared from all sides and so at what point you know you could have you know nefarious hostile AI that's entire job is just creating chaos millions of bot accounts that are just like sharing whatever narrative is self-serving yeah so the two kind of scenarios where Dario's is about basically, even if we have, like, pretty safe models,

which, like, he thinks we can do with interpretability or whatever. If it gets into the wrong hands, it's, like, very bad. If it gets into, you know, autocracy, that's one of the main risks, where Eliezer's and a lot of the safety ones are always these, like, very sci-fi narratives where you have this, like, gray goo. You have these, like, nanomachines that somehow one day, they just, like, kind of, you know, flip, and then it's just kind of over. Yeah.

And I think this is much more reasonable and, like, nuanced. Yeah, it's much more legible to, like, average person. too. Yeah, and especially, I think a lot of it is, I don't even know if it's really subtext, but he's definitely pointing the direction of like, we need some government oversight, we need policy, and it seems like you can very easily, like, track, like, his ideas on what policy should be from this essay, right? It's a lot about China, a lot about, you know, making sure that individual companies don't, like, become, you know, as big as government's. One interesting wrinkle with this, he did not post it as an X article. He posted it as a link,

because he wants to signal to everyone, like, look, I don't need the million dollars. I don't need the million. I don't need the million. I know I got a banger on my hands, 3.5 million views, 11K likes, obviously lots of discussion all over. But as an investor, like, I want to see my lab CEO be like super hungry for compute, right? So I want them to always be grinding to get like extra money. Oh, so maybe this is bearish. They should have posted an article.

Yeah. Why did he not post this on X? Yeah, as a million dollars could have gone straight into like GPD. Yeah. Elon would have for sure given his arrival. I can definitely see that happening. Thank you for watching. Thank you for watching.

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