Gavin Baker

And two, what will... It's not good for human employment, but what will be kind of, I would say, the rate-limiting factor... is just compute. In a world where we all have agents doing things for us all day long, it's going to be a long time before we have enough compute in the ground for that to be a really, really widespread reality.

And two, what will... It's not good for human employment, but what will be kind of, I would say, the rate-limiting factor... is just compute. In a world where we all have agents doing things for us all day long, it's going to be a long time before we have enough compute in the ground for that to be a really, really widespread reality.

And I think that's why OpenAI was talking about pricing their first agents at $2,000 to $20,000 a month. Like this ROI on AI question, I think to me really does come down to agents in the short term.

And I think that's why OpenAI was talking about pricing their first agents at $2,000 to $20,000 a month. Like this ROI on AI question, I think to me really does come down to agents in the short term.

What should our tariff policy be or what is it? I mean, we know what it is for autos. It's 25%.

What should our tariff policy be or what is it? I mean, we know what it is for autos. It's 25%.

Yeah, I mean, this is... Traditional economics would say, hey, tariffs are not a good idea. We should have free trade. Everybody understands the principle of comparative advantage. I do think the Trump administration is pretty convicted that that approach has not worked well for America over the last 20 years. And maybe it's worked well for knowledge workers, but it hasn't worked well for kind of

Yeah, I mean, this is... Traditional economics would say, hey, tariffs are not a good idea. We should have free trade. Everybody understands the principle of comparative advantage. I do think the Trump administration is pretty convicted that that approach has not worked well for America over the last 20 years. And maybe it's worked well for knowledge workers, but it hasn't worked well for kind of

ordinary Americans. And I think they're very convicted in changing that and trying to bring back kind of good high quality manufacturing jobs to America. I they see tariffs as an effective way to do that.

ordinary Americans. And I think they're very convicted in changing that and trying to bring back kind of good high quality manufacturing jobs to America. I they see tariffs as an effective way to do that.

Well, one, I think it's Chamath in that clip illustrated. He is convicted in this. It's 40 years old.

Well, one, I think it's Chamath in that clip illustrated. He is convicted in this. It's 40 years old.

Yeah, it's happening. And so I would say two things. Like, one, I think it's something I'm always conscious of. At, um... My wife, Becky, one of her college or high school reunions, there's a guy there who'd been in our class and had been in the Navy SEALs, and he deployed to 80 countries. He'd been in the Navy SEALs for like a decade. And I said, what's the one thing that you learned?

Yeah, it's happening. And so I would say two things. Like, one, I think it's something I'm always conscious of. At, um... My wife, Becky, one of her college or high school reunions, there's a guy there who'd been in our class and had been in the Navy SEALs, and he deployed to 80 countries. He'd been in the Navy SEALs for like a decade. And I said, what's the one thing that you learned?

And he said, the one thing I learned is everybody in America is always focused on making America better. Have you been to 80 different places all around the world? our only goal should be to not screw it up in America. Just don't make it worse because America is so much better than everywhere else. So the first thing is like, you know, Chamath said the word delicate and I think that's right.

And he said, the one thing I learned is everybody in America is always focused on making America better. Have you been to 80 different places all around the world? our only goal should be to not screw it up in America. Just don't make it worse because America is so much better than everywhere else. So the first thing is like, you know, Chamath said the word delicate and I think that's right.

And if I had one thought for the administration, it would be every time they say the word tariff, whatever they think, Wall Street and the markets, and I would say, you know, I think a lot of business leaders are convinced that tariffs are bad. Now, maybe Wall Street is wrong and the administration is right. One thing everyone agrees on is deregulation is good.

And if I had one thought for the administration, it would be every time they say the word tariff, whatever they think, Wall Street and the markets, and I would say, you know, I think a lot of business leaders are convinced that tariffs are bad. Now, maybe Wall Street is wrong and the administration is right. One thing everyone agrees on is deregulation is good.

So every time they say the word tariff, they need to say the word deregulation two or three times. Because... The best way to, I think, maximize the odds of this policy succeeding, despite the headwinds from automation, I think it's going to be a long time before we have hundreds of millions of robots.

So every time they say the word tariff, they need to say the word deregulation two or three times. Because... The best way to, I think, maximize the odds of this policy succeeding, despite the headwinds from automation, I think it's going to be a long time before we have hundreds of millions of robots.