The Pomp Podcast - #1274 Aaron Ginn | This Founder Raised $10 Million To Protect Artificial Intelligence From Governments

Episode Date: November 15, 2023

Aaron Ginn is the CEO & co-founder of Hydra Host, revolutionizing the way data centers operate by bringing GPUs everywhere to you easily and quickly. He also is the founder of the Lincoln Network, which connects the tech industry with policy makers. In this conversation, we talk about the state of venture capital, advanced computing, geopolitical conflict, politics, contrarian ideas, and more.  ======================= Auradine, a leader in web infrastructure solutions including blockchain, AI, and privacy, has unveiled the world's first 4nm Bitcoin mining systems, featuring breakthrough EnergyTune™ technology, setting new standards in performance and energy efficiency. The Teraflux™ product line from Auradine offers best-in-class performance, efficiency, and total cost of ownership (TCO), positioning it as the optimal choice for Bitcoin mining needs. With EnergyTune™, a patent-pending technology, Auradine's Teraflux™ systems enable rapid demand response and optimal energy usage, fostering a symbiotic relationship with electrical grids, and contributing to sustainable energy practices. Designed and manufactured in the US, Auradine's Teraflux™ product line not only ensures cutting-edge technology but also mitigates supply chain risks and provides increased supply chain resiliency. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.auradine.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for more information the Teraflux bitcoin mining systems. ======================= Cal.com is leading the charge of scheduling platforms in the open-source sphere, offering you the chance to harness the efficiency previously reserved for elite corporations and tech gurus. That's right, Cal.com is transforming sophisticated calendar management into an accessible tool for all via a user-friendly interface. Discover how countless users are optimizing their time in unprecedented ways. Use code “POMP” for $500 off when you set your team up with Cal.com. ======================= Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp Podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the podcast. My goal is to help millions learn from the world's most interesting people. So let's get into today's episode. Today's episode is with Aaron Ginn. Aaron is the CEO and co-founder of Hydra Host. Hydra provides a simple API-driven platform to monetize available GPUs or high-grade CPUs that includes everything a company may need.

He also is the founder of the Lincoln Network, now known as the Foundation for American Innovation, which connects the tech industry with policymakers to make decisions for a prosperous future. In this conversation, Aaron and I talk about everything from the state of venture capital to advanced computing, geopolitical conflict, politics, and many of the contrarian ideas that he has had over the last decade or so in Silicon Valley that had many people questioning, was he right or was he crazy? This conversation is full of ideas that will make you think much more deeply and also question, where's America going? What can we do to improve that direction? And what is your individual role in America's continued rise and dominance on the global stage? Here is my conversation with Aaron Ginn. Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are solely their opinions and do not reflect

the opinions of Pomp Investments. You should not treat any opinion expressed by Pomp or his guests as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his personal opinion. This podcast is for informational purposes only. This episode is brought to you by Aradine. They're a brand new startup led by a number of Silicon Valley legends who just raised $81 million to build the future of internet infrastructure. You're probably wondering what that means. Let me explain. There are numerous

new disruptive technologies that are being adopted simultaneously from blockchain to artificial intelligence to zero knowledge technologies. In order to ensure that these technologies thrive in this new world, we need new infrastructure. And that is where Aradine comes in. They just launched their first product line called Teraflux, which is a Bitcoin miner powered by the world's first four nanometer silicon chip technology. These air cooled single phase and dual phase immersion cooling miners have unrivaled speed and efficiency. They have superior uptime and they leverage a brand new innovation called EnergyTune that allows miners to dynamically adjust the energy consumption and Bitcoin hash rate based on demand response needs

of the electrical grids. Auradine is an ambitious company working on hard problems. I'm really impressed with them. And if you want to check out more, you can go to Auradine.com. That's A-U-R-A-D-I-N-E.com. Go check them out at Auradine.com today.

This episode is brought to you by Cal.com. What do I have in common with Chad Hurley from YouTube, Toby from Shopify, and Alexis from 776 and the co-founder of Reddit? We all use Cal.com instead of Calendly, and we are all early investors as well. Cal.com is leading the charge of scheduling platforms in the open-source sphere, offering you the chance to harness the efficiency previously reserved for elite corporations and tech gurus. If you like to have your calendar organized and be able to have an efficient exchange when scheduling,

but you love all of the benefits of open-source technology, then Cal.com's for you. They are transforming sophisticated calendar management into an accessible tool for all via a user-friendly interface. You can customize it and you can make your calendar work for you. Use code POMP for $500 off when you set up your team with Cal.com today. Again, go to Cal.com, C-A-L.com and use code POMP to get $500 off when you sign up. Cal.com, an open source tool that allows you to take back control of your calendar, be efficient when scheduling, and make sure that no one can steal your time. All right, guys.

Bang, bang. I've got a great treat for you today. Aaron is here. Aaron, let's just jump right into it. You've been in Silicon Valley for quite a while, and you've held a number of views that maybe weren't so popular and now have become much more popular. I think maybe the first place to just start is like, how do you continue to think critically and independently when everybody around you was yelling and screaming the exact opposite of the views that you held? I mean, yeah, I've been canceled three times in my life so far.

So first time was because I hosted a Liberty hackathon. And Senator Rand Paul also came, I think, like a day or two before. And San Francisco Chronicle called me a racist. uh by the way my family fled uh communism from china and my co-founder is black so they didn't really like to look us up then and then i got canceled again uh for uh voting for trump uh so i was the only conservative exec in my tech company uh i also went to the i went to three republican debates so i became a soft target there and then i got canceled again for my views on COVID uh like big time cancel like major so uh it's just you know my dad uh who is you know the

most kind of Chinese American person you could ever think of uh once told me that uh you know people aren't gonna like you for uh for how you look or or what you think and basically said f them right so he told me that when I was like eight and that has been like kind of uh instilled in me for since then um but yeah I mean I think I was one of the first quote-unquote unclogged to the Republicans in Silicon Valley back in 2013. And so, yeah, since then, it's just been kind of second nature to me. The fact that, in my mind, as probably as your mind too, it's kind of bizarre to me that you would disassociate with somebody

because they generally think of something within quite the mainstream. And let's say mainstream is above 10% of the population. And that's just really foreign to me. I don't do that to those people, but they do it to me. And that's just never been completely clear to me, but they just sort of do it and uh and Silicon Valley especially when when I went there you know it was like a harder idea hard on ideas easy on people right things like that and and then it kind of has molded definitely underneath Obama the it molded into like a calcined trade ideology of like

purist puritanical wokeism right and then just sort of accelerated as like Trump broke people's brains right um but I kind of stayed where I was which was kind of like the same uh kind of like libertarian-esque uh kind of anti-neoliberalism uh orientation uh but yeah yeah i think silicon valley has gone through this like breaking point though because uh it was easy to punch at trump but then post-covid post like the trump administration uh i think it has created a massive fissure in silicon valley which i think is good because you see ideologues and the hamas thing with the renewed war it's also another one like you you see a break in silicon valley right where you see very i would say rational a group of rational people who don't agree on like if you

ask someone about abortion it kind of varies right but they kind of are on the zone of like we believe in like freedom freedom expression rational argument and you got the other side that basically takes the puritanical wokeism side that it doesn't matter what you say to them they're right they're narcissists they're gonna win right uh and and that's kind of like where uh the actual war has actually been but it's kind of been mismatched between red and blue when in reality like that's always been the divide uh in in tech so you now are taking what i'll consider a mental framework or a worldview that uh was unpopular now becoming more popular uh and you are quote-unquote productizing it in terms of a company today before we get to what you guys

are building with hydra i want to just talk about the computing wars advanced computer chips etc what is kind of that industry look like today and where do you see problems that potentially could be coming up that you want to go ahead and get ahead of and start addressing now uh well i think that like for what when americans don't realize is that it there's a there's great biographies written by about mao that i think if most americans read they would be very shocked at like how uh stereotypical or should say suspicious and and the way in which working with china is not like working with any other good faith actor in the west that like what they say what they do is very very different and they're very crafty and they're shrewd uh as an example like

uh most of the advanced weaponry that like china has stolen uh they didn't invent it they stole it uh were basically different ways of wedging the u.s and russia against each other and they create these like fake uh media things right the one of the greatest example is when eisenhower uh basically threatened to use the nuke over taiwan that was a whole setup by mao to convince uh the united states to issue that threat and what wow did after that was go to the soviet union and costello thought that was great right he was like oh this guy's a freaking great i mean absolutely coming from a mass murderer right so that tells you how crazy i was like no stalin literally had a list of people he would just go through every night in terms of who would get

executed right so and and he went to stalin he goes hey man like you don't want to send russian blood to defend china give me nukes and he goes no you're crazy and they came back again and he goes okay i'll send you russian scientists right that's all they got nukes that's all they got subs that's all they got jets right that's all they got any sort of aircraft designs right is in the same thing that applied to the the economy like if you look at most of the uh the the high trains there they look a lot like german designs right because they had german engineers there right so so this this is a a it's a very different type of warfare that i think americans are sort of used to like a russian style of like let's just send tanks in right they imagine that like that's

what conflict looks like versus like conflict that comes to china is is asymmetric and and very shrewd uh and so when the covet stuff came out that was the lens of what i was looking at this stuff because i mean i i knew loosely about coronaviruses because i started researching it back like when the first reports are coming out and i was okay like this is not stars 2.0 like this is a bit exaggerated and they started sending those videos of like people falling in the streets and i was like no coronavirus does that like that that's like not a thing right and even stars didn't do that right and and and then the the storm just kept brewing and brewing right and it was like this this uh this echo chamber effect that created so much social

pressure on the west to respond that like you know basically they did the safety bias right that like well we could be wrong so but it doesn't matter we're going to buy us first for safety versus what i saw was like a propaganda campaign right that that that and i think that they did not know was going to be that successful because i think at first china it was real like you know like starscope 2 is real um but it manifested itself into something they couldn't even control anymore because it just took off so successfully that you notice actually once it starts taking off successfully in response to the italy italian outbreak an outbreak is like a is a loose word because it's already been there for like four or five months uh all of a sudden the news from

china stops like their data stops or reporting stops right and this is after the post wuhan uh you know the building the hospitals and all this like hysteria that china was pushing out into the world uh because at that moment they knew oh wait we were actually killing people like china was killing people with its hysterical response with how it was building and promoting hospitals how it was like treating patients that it was creating hysteria right was actually causing people to panic and then seeking treatment they didn't need which is having all these sort of secondary effects right and then so the data stops and they just sort of let it ride right because that's actually how it's trying to work so when it comes to like computing right which is obviously relates to gpus

and nvidia we don't understand that like they're not just seeking do ai because it's cool and it helps me write a like an academic paper right they're seeking ai for alternative ends mostly to control their own population but but secondarily to build sort of adversarial like ai to like try to take down the stock exchange or electricity or state governments or things like that uh and trying to mostly create like phishing schemes like how to like make that better um uh but mostly they're trying to do it to control eternally internally their population uh which don't have great control over um and uh but they are going to externalize it uh so our country i don't think actually uh you know one of the great things that the trump administration

um that is an objective like both parties would agree is that he changed our view on china like if you go back look at 2015 debates nobody in the on that side maybe maybe rubio would be the only other one we're saying china's a risk it's the biggest risk to us who cares about russia they They basically just want to be a drunk mobster in the world. They have no interest in replacing us as the king. They just want to annoy us. They're like the second cousin who lives down the street that's in kind of a crappy house, right?

But he has a really nice car and really nice watches, right? That's Russia. He has no interest in running the neighborhood or running HOA. No interest, right? He just kind of wants to bother people and get paid off with nice things. So China, though, wants to run the HOA, right? They want to run the neighborhood, right? and Trump saw that and like whether he did or advisor I don't really care but he changed the

orientation of our country to see that as the highest risk and that's actually a bipartisan issue now so the Biden administration uh issuing these regs which are very very restrictive right now on GPUs uh they see that and they're and they're basically getting ahead of the game which I think is uh like commendable um but but there's another side if you look at the other regs they released where they basically treat ai as if it's like skynet and that it's like until actual intelligence versus just basically a different way of doing statistical modeling for machine learning and uh and they're treating it as if it is like a risk to its own people versus a risk of like an adversary using our uh chips like we say planting stuff in the chip making it to spy on us

which is kind of the biggest risk uh and then secondarily down the risk would be like them actually creating additional like uh artificial lms that can do fishing better is like way way down the list uh even farther down the list is actually creating an adversarial agent to like let's say attack the stock exchange right like that's possible but like almost almost like the required computing power to do that would be like a red red hot you know dot on the map you just launch a missile at that data center and blow it up or something so like like the the amount of you need to do that would be insane um so the uh so like i think that that some of the recent regs though that the the eos and stuff like that is coming out of the administration

views ai as if it was written by someone who saw terminator too many times with matrix uh and it it's kind of embarrassing and they they also started adding if you read the regs like it needs to include diversity inclusion it needs to like who makes the models and it has like weights against like biasing against like white angleism things like that which i don't even understand how you would even measure that like how do you measure like like angleism in a model like like like it doesn't even make any sense right so so even chamath who's like obviously the resident democrat on on on i guess you can ask jason too but he's like this is crazy this is just stupid it's literally like a yale grad who's 27 who read a book about ai just threw every other prior you

you know, into the EO and then, and then just spit it out there. Right. So I don't think it really goes anywhere, but cause it's so crazy. And, and even Amazon and Microsoft are like, who cares? So like, if they're not going to report who's using the models, then, then, then, then nobody has. Right. So. Now, when you start to look at the AI maybe the, the regulatory scrutiny that it's receiving, it seems like that is very us focused.

Is this happening in other areas as well? like are other geographies or other governments being this onerous or kind of a bracelet to this technology or are they actually doing the opposite my expectation without knowing too much about kinds of geographies and specifically around ai so they're probably actually like leaning into it and trying to promote it and say like hey there's a fucking global race going on let's be the winner yeah yeah definitely china's promoting it but obviously they have they have uh malicious uh malintent so uh like other countries are viewing this as like oh this is interesting like let's say european countries are strongest allies this is interesting but we don't really understand it

and we have other issues to deal with which is like you know our society could implode any moment so you know it's not like europe is a big harmonious like country right now or continent right now right so i think that's more of where it's just interesting um they're the the regulations around like hardware is where a lot of these countries are focusing which actually is legitimate that like china has a track record of putting crap into things we buy to spy on us and to take like they have a history of that that's fine the eu is really leaning on the u.s to lead that way because obviously we control swift so in treasuries and so that is like the biggest uh force and by the way like those rules are also applying to allies like saudi arabia so like you know they're

they're it's a i think there's like 20-ish countries that's actually applying to uh not just china but obviously china's like the main target and you know because other countries like Iran, which is that's good. So the downside, I think, though, is that China, I think, is taking it much more seriously about how this actually could be applicable and much more functional in terms of its society. That I think the US, it's like one step forward,

two steps back. Their posture towards hardware is correct. Their actual understanding of AI and how that has implications to broader society is wrong. The belief around, like, we need unions now. And going back to all in, right, the calculus and saying we need, like, a writer's union for content.

And it's just I don't even know what to do with that. It's so five years away that they and also like an over extrapolation of actually what these elements can do. They're great and they're going to be quite useful. But we're getting way ahead of ourselves to the I prefer, like, trying to correct correct something on the back end side and trying to predict it. And the US is being a much more predictive mode on how it's going to be bad and how it's going to be good.

And Europe is sort of flat of neutral. And then China is like, no, this is going to be good for our society. And so I think Americans need to understand that LMS are great and they're going to be revolutionary in many categories, typically categories that require search and discovery, but we don't need to. most of the innovation around llms are basically the ux experience so uh and and how actually data and content gets like created and how you actually do that then there's like that's kind of the main innovation the secondary innovation are things related to creative power so graphics photos

images things that would previously require a designer all that stuff is also quite uh impressive um but it doesn't mean that like that's going to replace artists like you know a picasso is still Picasso. People are getting way ahead of themselves in terms of thinking that this is actually going to accurately replicate the creative power of humanity. It can accurately, I'd say, replicate you hiring someone from Fiverr to write you a blog post. It can do that. But telling me that's going to be Hemingway is, come on, be serious right now. right the they there there is a great thing and like it's basically like i always do innovation you know i'm not part of the uh was it the e dash acc whatever i'm not really there but i'm

kind of somewhere between uh because i think i think technology has morality needs to be associated but we don't need to stop so i always view like innovation steps as replacing something that was already low valued in the system and allows humans to be more human so it's like we we live in a star wars world not a star trek world so ai is enabling other sentient creatures and creatures that have morality and free will to do more human things to be greater artists to be greater you know things that are uniquely human right uh creativity power right etc so ai is going to be more useful to people to be more creative and to do greater things versus the star trek orientation which i think is where the body administration is and where like a lot of

people who are AI researchers, but then you talk to them actually about how they understand intelligence. And they really literally think that humans are just a computer. And like, okay, this is just a reflection of your priors, not actually true based on the ontological framework that we exist in the world. So Star Trek, I do not believe has actually ever been proven. Like if you look at the history of innovation, Malthusian, like Malthus was wrong, like it's never happen so the idea that that ai can come along and replace things and become its own sentience to where it creates value right um there's so many things locked up into that like presuppositions around like what that means uh to give people kind of a step back to maybe

calm their nerves remember self-driving that all self-driving replaced truck drivers which is one of the highest paid careers right now we're playing oh taxi cabs oh this right none of that happen right because i know and i was actually on record saying and back in 2014 or something like that saying that that's not going to happen right because there are so many assumptions people had about like how roads work and why we designed it around humans that like humans innately through intuition which you don't understand exactly about like how intuition works um that like you can't map into a zeros and one like you you like you can look at down you know down market street you can look at that and understand what to do right just just by intuition but how you tell the

intuition to a computer humans designed into something like that like there's all these assumptions built into that road that aren't even articulated like you can't articulate it's just through years and years of research and and iteration that's designed around humans and to say like a robot is just going to come in and scan stuff and like come to intuition is just absurd like it's like that's not how it's it's worked it's not zeros and ones that create intelligence and knowledge humans create design intelligence it requires agency right uh and this is all basics like you know um philosophical points that you would know if you just said theology or socrates or the classics but a lot of people in tech don't know anything about those

things they don't know anything about like they never read john locke's theory about free will right and so they come with like really cool things like computing power llms right machine learning and really great innovations and then they say it's going to replace all this stuff and i'm always like no it's never happened like they there's it's always created more things more opportunities more wealth for people and in any of the stories of replacement if you go back look historically you're like it's exaggerated that's not really what happened like if anything it's like a local it's like a within one generationally capped let's say like automobile to to horses right or sorry other way around horses automobiles like you actually look at the

the job created right um it it it was more of a plateau and then decline but the adoption of the automobile took decades right to actually get to that point and and the same thing will be with llms same thing with self-driving is that it at first will enable humans to be more human so you know work on highways or work like on like low sort of durability environments and then it'll go downstream right but it has to solve the simplest use case first and so llms the same thing like if it can't you know hallucinate and if it constantly hallucinates which we can't really control either yet we can try but it takes time uh like if it can't repeat back a book accurately you can't tell me that people are going to like it's going to replace doctorators right because

if an lm goes south who are you going to blame like like the the the morality the agency on the other side of like if something goes wrong right is a key part of our society and it's a basis of justice system so to say that you know a self-driving car isn't driving on the street hit somebody and like we don't know who's responsible society's not going to tolerate that like it so that's like a whole other level of like anthropology that like people and technology don't understand is like society has to have a functional justice framework um to work through these innovations which is why like yes it's bleeding it's cutting edge it's super cool we can see the future but as andreessen says like you know constantly people uh overestimate in

the short term and underestimate the long term 100 agree that like that in the long term lms gpus ai are going to transform lots of parts of our society but it's not going to happen within like you know five years we're talking about two decades a decade or something like that when we think about ai i look at it idea software hardware right it's kind of like there's this overarching uh idea it feels like today that is where politicians and regulators are focusing all their time and effort they're like oh these are scary ideas to your point kind of star trek for star wars you know type thing um the software it seems like there is a battle between open source versus closed source and different companies and different you know kind

of thought processes you are more so going after the hardware component and you're saying hey these gpus are gonna be pretty damn important and there are different strategies here can you outline your strategy versus like the other strategies when it comes to the the hardware itself yeah yeah so so we we think that you know that this will follow a very similar trend to to cell phones and what happened with the chip makers there uh which is like you have an initial burst uh like for a couple years or very very or uh lots of value creation on chip maker side uh because people want the chips they find a use case and there's a shortage and then it goes into next phase which is infrastructure development so like cloud hosting uh platform companies and the

last phase actually is consumers right so consumer goods and so so that is if you look at that that's took over the course of 12 years different things were created during that time frame right and and so we think same things would happen with gpus like i think gpus is basically what quantum oh quantum quantum right gpus is actually the thing that's gonna gonna work right and it has downsides which is like gpus are terrible at any sort of complex workload right they're very very good at parallelization so which are very simple jobs so if if there's a transition point which we'll see with this grace hoppers they're coming out which could be absolutely incredible um that the combination of both high performance cpu and high performance gpu to be able to combine those

could be actually a thing that actually transforms a lot of workloads uh because there are still cpu like most of the workloads in you know plow can actually be done by gpus um and like you know video rendering and and uh which are heavy heavy on on cpu side uh like those are all things that occupy a lot of uh horsepower there right so i only see that gpus are basically uh because they are so dense uh they are immensely powerful for what uh in terms of teraflops uh for their for their size uh and that apple obviously released a gpu into their phone that's where uh we're gonna see sort of this next phase of movement which is a combination i don't really believe in replacement i think over the course of time things kind of like co-mingle will go into hybrid mode

and then it's been splits where you have people who continue on hybrid mode continue old ball of old mode and continue on new mode so i always like to use cars or watches as examples for these things so as an exam as great for everyone knows hybrids like obviously prius was the thing that like transformed the market right and and so we still have the continuation of normal cars and we have hybrid and we have absolute electric right and so that's going to be for a long time going to be the orientation of hardware cpu is still going to be the dominant form of computing infrastructure but we're going to have like hybrid and an absolute you know sort of gpu and both of those those um new markets are going to be most of the growth in infrastructure

of the coming 10 years but it doesn't mean that the 300 or 400 billion dollar cpu market is not huge and it's growing slowly right but the gpu market is just going to like you know ramp up and continue to do that because it generally always creates as you have new inventions it creates more wealth and more and greater growth uh so our our belief is that from our company is that more gpus out in the market the better it's going to be especially as you go into to refurb, clean and pull, refurbishing side, which we've only started seeing the beginning of, that GPUs become cheaper and cheaper,

and their lifespan can be five to seven years, and that that's gonna be pushed more CPU usage into GPUs. And we're gonna be more in a hybrid mode for the coming four or five years, as people continue to experiment with GPUs, find it very useful for certain things, very, very useful for certain things, and then not for others,

and continue to invest in CPU and GPU. So we are building a platform to where you make it, If you want to get a card in Texas or a card in Sweden, the same interface, same API, same security keys, all the frameworks are the same. You can access any data center in the world. So that's our goal is to be the kayak or the Airbnb for GPUs where you can get any GPU at any data center in the world. So we currently manage about a hundred million dollars worth of GPU infrastructure right

now. You go to our website, you can buy everything from an A10 up to an H100 and we're completely diagnostic to any form of hardware. We actually even have alternatives to NVIDIA. They do exist, and they're putting that on their platform from Intel, from AMD. The more GPUs, the better, because people are going to be in experimentation phase

for the next five years as they go hybrid, as they try these different ways of incorporating GPUs into their stack. But we are seeing very fast and very clear adoption among enterprises. But we're not going to go bait and switch and cancel all of our CPUs. The CPUs are still very, very useful. But I think it's going to be more and more like what the Race Hopper is leaning into

or the new H100 that's going to come out end of next year, where boosting CPU usage within the GPU framework in this hybrid approach is going to be what people ask for as they try to figure out what to do with this new technology. now what's interesting to me is let's say geography as um kind of one you know uh lens of this for one aspect so i have seen some people say hey we're going to build centralized data centers and we've got this amazing stuff um i know of a company uh northern data in europe that seems to have one of the bigger clusters there and that seems to be a competitive advantage for them there are companies here in the united states that say hey we have certain capabilities

or geographic advantages as well. I then even saw, I think it's called Dell Complex. They want to build like the compute center and the sovereign nation floating in the sea. And they've got kind of a whole plan and whether that's possible or not, like they're going to go attempt it. What you all are basically saying is like,

well, what if we just actually create a layer on top of all of these people? And then you can just pick and choose depending on the day, the job, the specific regulatory thing that you're trying to solve for. And so as you have gotten started with this, two questions immediately popped to mind. How many people know where they want to be?

They're like, specifically, I want a GPU from Texas or from this European country versus they just want diversification in general. And they just want to try to avoid centralization. So, yeah, so I think that what's going to be very interesting with what GPUs will change, it's a secondary effect that hasn't been, I guess, really appreciated in the market. is that because they are so energy dense, okay, expensive to run, and they're also small, that it's going to reimagine how you think of data centers in terms of the world market. I do think you're going to see smaller data centers in more interesting places with attached to renewable energy or attached to some form of cheap energy source, that that's going to be the break in the market because the the cost of running a gpu converter cpu you're looking at

you know maybe 10 times the magnitude uh and and that matter is more for real estate purposes right really like the actual physical uh components of a data center matter much more than ever before versus cpu you know you're talking about single digit points and stuff like that on running a bunch of cpus so you can't just run it in virginia as well as like gpus are not as sensitive based on how people use it on networking between different countries right so versus cpus that's much more important so this is why like i think it becomes more hybrid is that like their gpus is really good right now at very specific things that they can only be very good at and so we're gonna have this fracturing now of like mega data centers that are still going to exist because cpus need to be

in a mega day center and the cost of running it is just you know kind of unbeatable but for these like next wave of computing is going to be much more modular it's going to be smaller or be like beyond ships or something like that to where they find an advantageous place on the real estate side and also the energy side uh so that's like that forcing function and that's actually not changing because the the if you look at the arc as teraflops increase per new gpu card the energy cost to run those is actually linear so so they have not been able to break that curve so as you For example, Grace Hopper's, for most data centers, it was literally running when Grace Hopper would explode the data center, right? So even that, the energy is increasing, right?

So there was one estimate, I think, from Ireland or Iceland, like 25%, 30% of their energy costs are actually just data centers, right? So that's only going to get worse as people shift towards advanced computing. um and and so when customers are coming to us mostly looking at just i need to find a card to do something specific so that's why that's also the first emotion around the distributed compute is that because there's less in it like actual like isp needs so like getting data to the data center as it relates to gpus they're much more interested in being distributed because there's not enough cards and so they're much much more concerned around pricing availability of cards that's pushing it to be distributed um the second is that the uh a lot of these companies are going

into sovereign llm hosting because the price of the gpu is so expensive that you're like well i can just buy my own hardware and it can pay back itself in a year right so so the and then you have the other side which is like the shortage which is like you know if you're running for example a training session and someone kicks you off like the transition is done it's like there's no like pausing it and then restarting it right it's like all that work that was done is just lost right so so there there is a strong uh desire to shift towards their own infrastructure because of you know the shortages and uh and the fact that the hardware itself is immensely valuable uh and they just want to run their own hardware because they just want to run a model anytime they want um so

so that it is having a renewed impact uh on the colo space and uh and sort of reits that are part data centers because it's this huge movement now back to bare metal uh and you have like the obviously king of the hill is nvidia which are is running this prison yard game of like trying to get cards and stuff like that trying to control the supply but they don't really want to sell to public cloud uh they don't want to be in the same position going back to that that same uh metaphor about the phone market you know intel and etc like ibm were amazing growth right and then crash and crater right as the next wave of infrastructure companies took over and owned that customer segment right so nvidia knows that and jensen is very smart and so obviously he he

went from gaming to ai and like in machine learning and that was an amazing play by him so he knows that like the next wave is actually disintermediating the value of the chip and and you know i think every major cloud company maybe said microsoft um is working on their own GPU card because they want to be held to NVIDIA. NVIDIA knows that. So NVIDIA is starting to push as close to the customer as possible. So they're trying to get footprint. They're trying to get to data centers so that they can have an actual place in a physical location so they cannot be disintermediated like you can with public cloud. And so yeah, sure, public cloud is still one of the largest buyers. But if you talk to anyone that works at NVIDIA, they're like, we don't...

They do not want that to be continued relationship because anyone at NVIDIA wants to have nvidia customers right they don't want to have amazon uh through amazon type of customers um which is which is smart like it is quite smart and and uh their whole on dgx's is also trying to do that their software packages cuda like these are all trying to create that footprint uh and permanence and uh to be fair to them it is still the best like there is nothing that really comes close to anything that they produce versus what's on the amd or or ibm side uh if you have a very specific like say pytorch you know package or workload yeah you could probably get an ibm gpu that can do something very similar but the the power of the generalized uh framework that which

uh navidia has created is right now unbeatable uh and and so you know they'll i think they're going to be kings for at least another two or three years what is your greatest fear when it comes to these kind of like advanced computing wars there's nation states there's company competition, there is regulation. What's the doomsday scenario in your mind that we have to work diligently to avoid? I would probably only say the negative case where we become so obsessed about the possible negative downsides that we lose the ability to actually continue to lead here. And that would be, I think, the thing that would be the biggest fear is that we become become obsessed with what, you know, we saw in Black Mirror and that becomes like our orientation

of what this technology is versus the reality, the historical truth, the just nature of humanity is that it ends up being like a net gain. And yeah, there's downsides, but those downsides generally are like already human pathologies, right? Like it's like if you cut off, you know, if you go back and do prohibition again, right? Humans will still find other pathologies, right? Because our nature is to find pathologies, is to find addictions, to find medications, to our own internalized drama our own internalized story so i i think that that is the the the the biggest concern is that politicians specifically who are immensely uninformed i mean you just look at them physically they they look uninformed even though they say things they're uninformed

like that we've become more obsessed with the geriatric narrative of something they read when they were in high school back in the 1950s versus like what the future actually is and where we can go as humanity and america can still be the leader so my biggest fear is if america continues to not want to be a winner to not want to win and be number one because americans don't appreciate that we are a benevolent imperial power and we are probably the first like tell me any other country in the history of the world uh of human humankind too just like you know forever 9 000 years of recorded history that where we invade a country we destroy it utterly eviscerated and then we make a democracy and then we let them go and we've done that like six times right philippines japan korea

germany taiwan right like we we do this as as a lifestyle right and and and i think we we just kind of like almost are embarrassed by it or we don't appreciate it but it's beautiful it's an amazing thing that america can be the absolute power and can still give people freedom and and and that we set the terms right uh on what it what it means to be free uh within context like and uh with you know like we still have obviously germany still germany we're still america but like we did that right and we should be very proud of that uh but instead we sort of have this well we don't want to be number one and like we gotta let you know multiculturalism to like you know we're we're we're a colonizer like i don't i don't understand it's like do you believe

that you live in this country and you know most likely your parents immigrated or their parents and their parents like how do you not see that this is the best way to live life if you don't want as a country you don't want to have that that is your decision right but to say that our our style and our lifestyle is bad or not should not be promoted is crazy because if china's promoting theirs and every other country is promoting theirs but we sort of like no we didn't we shouldn't right the more people that follow you know western civ right and and we generally are that we have you know a very strong contingent of americans that do not believe in western cif but you know broad the broad umbrella western cif it objectively works like it it's a

like look at israel okay so so it's the biggest thing of the day right so before israel existed right uh before the whatever 1919 agreement before uh 1948 47 that whole area was was was like a shantytown right it was crap right nobody wanted to live there it was poor right didn't have running water electricity like you know it was it was like bedouin life right and then they come along and start off actually as a socialist you know you know with the with the um what's it called the the kibbutz you know the the socialist uh frameworks there then they actually became more free it's one of the few countries in america in america sorry in world history that goes from socialist communist orientation to become more free and it's a paradise now

right it is it is it is a first world country that has arabs jews christians you know uh alternative lifestyle live freely have rights and can vote and and can make you know significant uh amount of money compared to anywhere else in the in the arab region and that's because they believed in those ideas and they followed through with them right and so that's my orientation in terms of why i'm in technology why i'm involved in politics is i want every human being to have access to that if they don't choose if they don't want it whatever if you want if the gaza and west bank want to reject those ideas and live the way they do that is their decision but you can't launch rockets you can't launch terrorist attacks you can't like destroy life

itself and creativity itself if you want to be a toxic country you can just go do that on your own time right and i think that's the posture that americans need to have is uh it is that it's it's so let me think of this way it's like we're almost shy way of saying america's policeman I'm sorry, world's policeman. And I just kind of like that word because police are not there all the time, right? But we should clearly run all of the trading routes. We should run Treasury. We should run Swift. We should run these things because we actually are a good benevolent dictator, right? Because who else is going to run it? You can't just exist in this void of UN world government nonsense. The only reason why the UN exists is because America says it exists. And we say it's important. That's it.

No other reason. No other explanation. We say it's important. Therefore, it's important. We say Israel's important. Therefore, Israel's important. That is good. That is a good action and a good act of our country and a good act of our values.

And so when it comes to these future technologies, we need to have the same approach, which is like, these are good things. and we believe in the future prosperity that this can create. If you don't want to do that, if you want to be China, if you want to use AI against your citizens, whatever, that's your decision.

But you're not going to spread that to Korea. You're not going to spread that to Japan. You're not going to put this in Singapore, Philippines, wherever, or in Africa. Like they don't want your crap. They don't like your bribes. They don't like your failed infrastructure projects or your airports that don't work.

Like they don't want that. Don't pressure them to do that, right? That's how we can be a world's placement. It doesn't mean we launch missiles into freaking Shanghai, right? But it clearly means that this is how the world works. You can participate or you don't,

if you don't, you can hurt your own people, but don't hurt the rest of the world. Give me the ultra bowl case, AI, EAC, uh, you know,

technologists take over the world. The utopia gets built. Um, just like everything works. What does that world look like? Uh, I think there'll be a lot more people. Uh,

I'm on the Elon train, more people love people. I don't know how you fly over America and be like, just show new people. Like it's like people are, people are great uh and uh more more people uh it technology creates human flourishing and to use a trite phrase on the center right um i think it would be that um there would probably actually be more on shoring uh i do think the llms uh kind of reimagine the way we think about

like low-wage work um i i think that it would it enables other sort of more technical jobs that would be uh you know on the lower end side that could like move people up so rather than working fast food they're working at a data center that's like working on you know technical llm machines still working with their hands uh i actually think that the the best case is more movement of manufacturing back to america uh because we're re we are understanding the importance of infrastructure and the importance of doing things ourselves and one of the downsides there there is so interesting like souls you know soul is very famous for writing about secondary effects right that's like his big mf right he does about race he does about welfare right uh voting rights

everything right his books are always great about that the secondary effects right of china lying about covid has been that like people are like wow it's actually not the cheapest place to produce stuff anymore in china it's actually mexico right almost almost all the goods all right it's better to do mexico oh they're actually like hostile oh they're actually like spying on us oh they're actually taking it actually opened up all of this stuff right we're like before we're like you know libertarian neoliberal oh just trade and everything will work out right like it's as if like you can bribe a bully on the playground with candy every month and like that would make him like not beat you up right so so we we have a the secondary effect of like what china did was that

it reopened everybody to the fact of like we actually should not rely on one country to do everything and it's not the best country at many of those things and so the china plus strategy and supply chain is like a permanent feature of like every major multinational now so that's a down like china lost there um another secondary effect right is that all the blue cities that host all these tech companies are doing terrible right they supported the lockdowns and they continued it they continued the mandates vaccine to mask whatever and it just destroyed their economy right it destroyed no one want to live there they just bought like moved to florida or texas arizona or colorado where i am and and so like the the secondary order effects is like where

where i think the the the the maximum upside is where we can actually see it's like yeah loms great, you can transform products. I think most LLMs are going to be features. So like as in, when you go to Charles Schwab, they have their own LLM, but it's not going to be like an LLM company, right? I think there's going to be very limited number of those people, like maybe OpenAI, right? From a consumer perspective, but the number of winners are going to be very, very small. Most of the winners are going to be integrations into other products. And because the value of that LLM is like the UX and the data, and that's something that a company can do themselves and probably will do themselves. Do you think Schwab is just going

to give over all of its data to open AI to run it? No, of course not. They run their whole freaking colos. They run all their own infrastructure. Do you think Goldman Sachs is going to do that or American Airlines or United? No, they're all on colo. So they have their own infrastructure. So they're just going to build their own LLMs. So the open source world is going to win. It's going to move way too fast. All the proprietary model stuff is going to go, I think, south. There'll be a couple big winners, just as brand names that you just use. But the ability to not have ownership over your LLM, I think it creates too much secondary order risk, as in responsibility. like you know imagine there's an lom for donald trump right uh which would be freaking hilarious but like let's say it says something that it doesn't believe right like the trump doesn't actually believe but that's run by a third party so but who is going to be held accountable to the public eye it'd be actually the whoever's running the trump lm at the at the organization not the

third party so that like you know for those scenarios where it would hallucinate or fail if they don't own that infrastructure that data they don't they can't just throw it to a third party. They're going to want to own it themselves, right? So they can want to change the weighting and they can change the areas that are like these sort of like, I would say edge cases, but like hallucinations. And they can have ownership over that. So they can like say, like, oh, you know, you did that wrong, go fix it, right? Versus throwing it to a third party. So I think that most of the LOMs that are going to see that are going to dominate the market are going to exist in that zone where it has to have like 95% up accuracy. And I just can't see,

if you look at other things that enterprises have done, or it is that for uptime, say for hosting, they generally build their own stuff. They don't want to outsource that to a third party that they can't control. And so that's where I think LLMs are mostly going to be a feature. So then the secondary effects of that are going to be jobs, just different ways of working with LLMs, different types of people who manage LLMs, the infrastructure behind it, new ways of doing customer service is going to open up another like so i see most positive impacts uh on jobs and wage growth uh do not see much negative impacts uh and again the more people that we can move up the chain to where they can you know we can create a good lifestyle for people who you know don't go to

college and who have uh want to work with their hands uh i i think that's where we have seen a lot of the failed american dream is that we as i know like you know you've talked about it's like telling people to go through a system of indoctrination to get a degree has obviously not worked so we need to provide other means and silicon valley can actually provide those means uh if we allow it to flourish and go forward i i i have no idea why people think as the as the biden eo about ai is going to replace manufacturing jobs i have it's literally bizarre like it's it's just i don't even understand it's if they're going to make a machine to have lm in it to do something that you need a person to push the thing to make the thing to get it and to move it right it's

manufacturing it's a physical good right so it's going to have more capability for more people to go do that job because it'd be easier for them to do right it's just a uh a total like politics is and it's on both sides not just this is biden is current president so i mean i think if there was a republican especially mainstream established republican it would have been a very similar eo um they just don't understand like how wealth gets created how value gets created in the company and the innate importance of humans in that value creation process instead and if you look at how they actually legislate they don't really care about people they don't really understand them they live in this like aloof world where they think that everyone cares about zolinski and

the freedom movement in ukraine nobody does right nobody right and and okay man i can't wait till i can't wait till we see the grifts and the graph that like has been done on the ukraine war it and the people were like oh my god how'd that happen look literally what we did like he's a freaking corrupt person that has banned freedom in this country it's like a putin versus putin right so what he didn't invade poland or freaking finland he invaded another autocracy so of course it's gonna be massive grips like all of a sudden these weapons end up in iran i wonder how that happens right uh it's it politicians just as it comes to ai as a relationship with other things they just live in this alternative reality where they they do not have attachment to people uh and

that's a whole like other side of conversation but like yeah i think the whole legislative branch and all this stuff needs to be reformed to where it actually represents things that people want and they feel like they have actual voice in the system not this because the current situation we have is like massively unstable is it's a it's it's scary but i mean we'll work it out america has worked it out several times before but it the the the level of insurgency of anti-west ideas in our country is is immensely concerning uh and we just sort of continue to play games with we create war oh like send missiles over there like versus the stuff in front of us now we just sort of push under the rug and be like no it's just yeah we just ignore it they're just you know

kids who are playing along with uh like a narrative like no this is like ideological self-destructive behavior that if you read you know uh any biography about russia it became massively uncontrolled and russia became communist because 7 000 it was just 7 000 people are part the Bolshevik party took over an interim government that was chaotic and then they became Congress. Like it doesn't take many people to destroy something. Uh, and, and we just sort of, you know, Oh, who cares? Right. It's just kids playing right now. It's like a very serious thing in our country. Has America gone too far? Can it be saved? Can we roll it back and go build a better future? I love it. I mean, if Trump can win, become president, dude, like,

you know yes like the country still has lots of energy in it uh and besides like what else do we have right in silicon valley there was a you know it used to be a joke right that like oh if america goes south we'll go to nor or uh new zealand right well look what happened there right so like new zealand was was a freaking hermit kingdom for three years right do you really want to move there those freaking people are crazy right so uh there's no there's nothing left there there's no parachute there's no exit option like the best would be israel right but israel is bad on covid but the best now is they'd be israel um and because they're going to fight to win like they they they they will the desire to be alive and to have humans that live in a successful safe society

in israel is a shared belief regardless whatever party you vote for and and it's immensely beautiful and admirable uh and and you remember like that that movie world war z with like brad pitt and they you know they become a zombie in like 10 seconds right so in that movie there's like two countries that survive america's freaking toast right so of course it would be right except like texas i think in the movie it just makes sense so um and so the other one the two ones that remain are north korea and i in israel right and north korea because they pull out everyone's teeth and they shut down all the borders right and and so they've survived but no one has teeth and in israel right they survived because they built a massive wall to protect all their cities

right and and they what are they doing in the movie they're letting people in that was so true about israel like that like and i've been there and i know many uh israeli politicians i know like former ambassadors israel i love israel um they're letting in all types of people like Palestinians, Muslims in the movie, and Israel is protecting them. Because as they said in the movie, every additional one of us is less of them. That is just such a great image of Israel. And I wish that Americans would see that that is who we used to be, that we used to love immigration.

Generally, we had moments that we didn't. And frankly, those were kind of justified. Like, we were letting in way too many people during the sort of five points, New York City gang riots and things like that, we were not assimilating properly back then. It'd be funny if you take someone from a New York gang in the 1880s or 1910s, and you bring them to racial politics today, they'll be like, what do you mean? I'm Irish. He's German. We're not the same thing. And then today, we're like, no, you're all white. And they're like, what do you mean? That doesn't make sense to me. So it's just funny how historically

how things evolve in terms of narrative because culturally speaking it doesn't like you go to europe now you say like oh you know germans and italians are all white they'd be like i don't what do you mean like we're completely different people right so uh blood and soil matters more than than us here uh but like the orientation of like how israel views life is what we used to believe and and that if you believed in our values uh and you and you wanted to come here to participate in the the the largest most successful multicultural nation in the history of human civilization then you should do it uh nobody's complaining about nigerians coming here right like it's because they're immensely successful like and and and that's what we want we want

people like that who want to participate in the experiment um and it's a beautiful experiment it's it's redemptive having a nation where race is secondary right to what you bring to the table which has always been the goal of our society even from the beginning like the 1619 project is a lie it's not true historically not true no historian ever just believes it even liberal historians who hate america think it's fictitious none of it's true right um it's a fanciful story about about the past the orientation of our country has always been that that's the goal right is that you what you bring character values hard work uh your faith your innate value as a human is how we build a society not based on land not based on race not based on you know your

religion or whatever sort of um you know uh uh creed that has caused wars in other countries you can come here and you can be and you can be free uh and and that's what we should continue to press into uh the the election i think of trump was was less so a statement i think about him particularly and more of a statement that americans still believe that america can be great that's actually what it was it was not him it was not his family or his character or his he was he is funny but like he'd be funny it was that he said over and over again that america should be great should powerful and should win and that's what americans should continue to be uh and that's still there it is still there and someone is going to leverage that in this upcoming election

uh and i think that's also what motivates our tech industry is that that that andreessen Horowitz Founders Fund, Lux Capital, right? Like the there's still this orientation in Silicon Valley, for I would say great, like Elon, I think my favorite entrepreneur, like that America is the hope is the hope for the world, that the world can be different and history can be different. It doesn't mean we're perfect. Obviously, we have lots of examples, our country of not being perfect. But we are the

country that gets past that reconciles and moves forward, right? We are not the country that that like, like basically, gazes at our sins and and self implodes like every other country in the history of the world where we bring up things of the past constantly i'm not trying to move forward in the posture of forgiveness and grace uh and and so that is the forgiveness and grace part is probably where i'm most concerned about is america lost but i i still think we're very much on the side of winning and being number one? When I think of the future, I think about technologists solving problems. I think of young people becoming ambitious and going for it, trying to accomplish as much as

possible. I think about Americans being proud of building things here in America, solving problems here in america creating a better life here in america how do we accomplish that from the earliest stages of someone's life right you know it's some countries are very good at driving patriotism and nationalism and and these things other countries were good at it and getting worse and some just have never been good at it and so how do you think about what is the right degree of you know in america when i went to school we stood up and said the pledge of allegiance i actually don't know if kids do that anymore or not right but like like oh yeah i don't know if they do either yeah like what what does that look like in terms of we want to build a stronger country and so what should we

be doing with young people probably civil service is a requirement um i think that's a good solution uh western civ is a requirement course uh i think the whole uh grant system for higher ed needs to go away uh i think higher ed needs to live under its own laurels and no longer operate on subsidies based on the federal government um i think that we should return back to um uh some form of uh like how we view immigration as a combination of like family and merit base uh some combination of both because i see merits for to be frank i see for both i see it's very reasonable to if you get in to bring your family i think that that's very reasonable uh and i also think it should be based merit um but it as well so some blend of that um and but a lot of it is just is history it's like

appreciating where you are in this in the strand of american life and the most uh you know like to use a biblical phrase like the the people that uh you know plants that die in the sun or get washed away in the river and are deeply rooted like so the first from james and matthew the second one's from proverbs are people who don't understand where they come from and don't understand what the past is and if you read the past if you read deeply into like my favorite founding father is tj i call him tj because i love i love thomas jefferson um you you read him and you see a man that is not only brilliant just like ah she's so brilliant but a man that struggles with the question of like obviously slavery like he both called slavery and he owned slaves he he called

slavery the original sin of america he also had slaves he also the first bill he ever endorsed in the house of burgesses in the virginia when he was a delegate was the abolition or the base of the possibility of slave to be free which was banned in virginia right he also included in the constitution the banning of slave trade in the last paragraph so he's a complex person right And I think that's where history has gone from objective analysis of, like, people just are complex and they suck, right, most of the time, and they do great things still, right? And we have to see and be empathetic to, like, people who were really different when the country was founded as they were different in the 1950s and 1970s and even 20 years ago. And we have to understand the cultural context that they were in, but not that the relativistic, like, how that's relative is the actual truth, right? it's only meant to design to create empathy and i think that our educational system has become

completely obsessed with the relativistic uh narratives within each in each like epoch of of our country and became that became the truth no like like objective actions that happen and motivations are like important uh but you have to like it's more of a posture of understanding than it is to judge and as c.s lewis has a phrase americans have become increasingly detached which is also becoming decreasing patriotic because of chronological snobbery they are more obsessed with their narcissistic view about their own morality and ethics of the day uh which is why like ryan long i encourage everyone to watch him he has great videos about this right making fun of americans and our own sort of you know we like to smell on farts to use a south park phrase uh

versus historically like you would be very different right and and and that's where we We need to appreciate where we are in that lineage and the timeline, because then we can come back and say, oh, yeah, this is why America is great, because we have gotten past bad things. Not just bad things happen. Of course, every country has had bad things, right? Every country, like, you know, slavery, as an example, going back to the Thomas Jefferson thing, we were the only country that fought a civil war over it, right?

And continue to push against the fact that that was in our country and that was embarrassing to us. headquarters is considered embarrassing um that and that we survived that we moved on right and we forward in life right obviously there's still lineages of debt from that but we still move forward that destroyed other countries right and that that's where you you focus on the things that are different not the things are universal uh and as as as like dennis brigger always says stuff like that too that like it's not that we had slavery that we fought to end it right um and And so I've seen, to go back to Israel, because when I was looking at the Mount of Olives and I was like around the Temple Mount and above the market, you see Israel, the IDF, is teaching all the recruits about what happened to win Jerusalem back.

And they have maps and stuff. They're pointing out, they're pointing in, there's people, they're teachers, right? And they're all in military uniforms. And what Israel is amazing at is because it's actually a life or death question. you know they have i think it's seven million people right there and surrounded by you know you know hundreds of millions of of arabs and muslims and that every person has to be on the same page right like every person has to be willing to take up their arms and fight because it's literally death for us right if it doesn't if we don't our successfulness so they're i think

very good at creating alignment in the country about like you know we they have their own mess obviously with netanyahu and all the like political crap that's going on but when they get attacked they're like no no no no we have inter-family issues but nobody messes with our country right and and and that's where americans need to turn back to and i think it's like a lot of it's like education and teaching people that the lineage and the beauty of the american experiment is that it worked and it was it's in a lot of it was blessings from the lord and luck and just bright people, right time. But we've also have a system of government that has enabled us to work through things that have killed and destroyed an entire society. And that's what I focus on. I don't

focus on that we had all the embarrassing things we've had in our country. We focus on the wins because those wins are so rare in global human civilization that they're underappreciated because we focus on things that were mistakes. My last question, you raised from Founders Fund and a few other investors um has this all now just come down to like there's based investors and everyone else how do you think about kind of the the venture yeah yeah it's it's as i was saying in the first thing it's like it's split where like it's not even really uh it's not even around policy ideas it's like you said it's like based it's like people who respect other people for making a stand like um there's a guy sequoia that's become really famous on twitter he's a jew

and he's been tweeting a lot by israel fred's name um but he's been there yeah yeah so like i mean i'm sure he's a damn but like and i'm not a damn but like what he's doing is right like he's being he's staying what he thinks and he's being based and i'm like good for you right and and that group of people right is only growing because the the the based vc community the red pill the beast community are people that are not really oriented around taxes or even candidates. It's just this belief that I should be able to say what I want and not be called all these names, especially when you logically think about what I'm saying. And it does not even come to equate to what the guy from Sequoia has been insulted by. But what makes Silicon Valley amazing is the

fact that that used to be what made it great was you challenged the status quo. You would say going to stanford was a useless waste of time like like that used to be the things that we would say and the the regulatory capture i think of like web 2.0 which got way too intermingled with obama kind of like sucked in all those people right where they got you know interested in power right but you see that like the natural tendency of what i call web 1.0 paypal mafia andreessen horace peter teal right um type of type of folks like that's still there that's sort of like rebellious the the challenging the being heterodox right and even someone who was sucked in to that you know regulatory capture big government obama i'm talking about zuck

is like moved back right like you see zuck and like obviously zuck is repelled right he does crossfit like he's doing you know martial arts his statements about free speech right like he obviously saw like okay these people are like not my my type right originally they're kind of playing ball like with the government and then they're like holy crap okay no no this is actually not this is not a good idea right and and i think that community is going to continue the innovation curve right and the crypto people bitcoin a lot of lm people uh defense tech um like we're kind of part of the defense tech world uh really hard problems uh sort of entrepreneurs are going to be continue being the base people who are challenging and uh status quo to like create innovation to

human flourishing and wealth uh there's a large segment of the tech world that are you know what i would say you know fair weathers or tech people who are only interested in like flipping companies not creating long-term value for so for our society or for the world and are just in it because it's a label and i think that world is going to kind of like continue to be around but kind of disappear because they're not really creating anything of value they're just they're just playing different narratives um but that core contingent of like hardcore i call web 1.0 like the heart of that which is the you know the western sort of cowboy california you know we can build our own wealth in our own companies in our own you know our own world that is still gonna

drive i think the majority innovation and those investors and those entrepreneurs are just gonna continue to like isolate and get around each other because who wants a board member on your company that's like you know supporting what you know uh you know like uh uh people who are terrorists like you know and not just like probably like openly and like promoting it right like and so entrepreneurs now are like kind of returning back to like okay when you get when you get focused this stuff is crazy it was fun for a little bit but i see that these people are actually not on our side and you know it's not even political it's just like you know like you said it's like it's uh it's like based non-based sort of frameworks

Where can we send people to find more about Hydra or find you on the internet, wherever you're hiding? Yeah, I'm on Twitter, A-G-I-N-N-T, and then Hydrahost.com. And I write on Substack. I write mostly about masculinity and religion on Substack. And then Medium, I write about business stuff. But yeah, like on Twitter, you'll kind of see me randomly throwing up different things I find kind of funny on the internet. um and yeah hydros.com uh is our is our gpu infrastructure company uh and hopefully you know giving the world access to as many gpus as possible so aaron i learned so much every

single time that we've talked um i appreciate that you just say what you think which i think is a uh a core skill that we need more people to do in the world so thank you so much for taking the time to do this uh and we'll definitely do it again in the future yeah yeah thanks man Thank you.