Chip-Building, GPUs, and the 'Electrons' Bottleneck

Podcast episode for On Sam Altman’s Second Conversation with Tyler Cowen.

* 00:00:00 - Introduction

* 00:00:58 - On The Sam Altman Production Function

* 00:02:05 - On Hiring Hardware People

* 00:04:45 - On What GPT-6 Will Enable

* 00:10:30 - On government backstops for AI companies

* 00:15:51 - On monetizing AI services

* 00:21:16 - On AI’s future understanding of intangibles

* 00:26:55 - On Chip-Building

* 00:30:05 - On Sam’s outlook on health, alien life, and conspiracy theories

* 00:35:00 - On regulating AI agents

* 00:37:35 - On new ways to interface with AI

* 00:40:00 - On how normies will learn to use AI

* 00:44:25 - On AI’s effect on the price of housing and healthcare

* 00:48:20 - On reexamining freedom of speech

* 00:52:37 - On humanity’s persuadability

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https://open.substack.com/pub/thezvi/p/on-sam-altmans-second-conversation?r=67y1h&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false