Josh Kale

We're going to solve energy.

We're going to solve intelligence.

We're going to solve labor.

And then that makes capital irrelevant.

And so I'm calling this like the event horizon of capitalism.

It's just like when a company reaches a point where its growth on all four of these things just becomes like self-reinforcing and just structurally irreversible.

They win the Monopoly board.

And there are some companies I want to talk to you about, because I think there are some that are closer than others.

We talked about Google, but maybe let's just trace over it again.

Google has, in my mind, intelligence and capital.

It has Google Gemini, and it also has the data, very important, which is not necessarily what any other AI lab has.

It has far more data.

and connectivity to everyone on the internet than any other AI labs.

So it has intelligence in a way that other AI labs don't.

And it also has the capital.

So Google, to me, feels very well positioned to have a very strong grasp on two of the four

They were just like, hey, we're going to buy you.

They protected them.

They protected them from like Zuck trying to buy them out and shelve them in a capitalistic...

package or anyone else trying they just like the as i understand the deep mind people were just like dude i just want to like research it i want to research and google's like great here's money don't let anyone else buy you here's money to go do research and then they just bought themselves time and when it came time for them to take the deep mind research off the shelf and put it into the google stack they had that optionality available to them because they had capital