Nick Talken

I think that if you look at the progress of technology on a X, Y axis, where X is time and Y is progress, you see that curve, that exponential ramp.

And so if you look at it from that perspective, you say, well, shoot, two years, five years, my God, we're going to immediately jump to this next stage.

If you zoom in, though, on that chart, it doesn't look smooth at all.

It looks like a bunch of kind of flat and then a huge step change and then maybe a slow progress and then another step change.

Because things like transformers, right, were that step change, right?

Five years ago, would we have predicted where we are today if we had looked at the rate of technology improvement?

We wouldn't have.

We actually are probably way ahead of where we were.

But I think it's also false to say if you assume that we're going to continue to progress at the current rate,

forever right there has to be another step change and so there will be more step changes does it happen in two years by 2028 i have no idea i think nobody has any idea if they did they would have done it today and we would have already had it right yeah fair enough and so i don't know the answer to that question at some point there will be incredibly meaningful uh you know um advances because of ai but i think that you shouldn't discredit the humans that are controlling it constraining it guiding it and that type of stuff um and i think that you're going to see more and more

Nobel Prizes in chemistry won by humans plus models versus just one or just the other.

Yeah, that would be cool.

Why not?

I think for the credit where credit's due, right?

Yeah, I think that's a good point.

I mean, you got to set your sources, right?

And these AI foundational models are becoming a source.

And, you know, that's part of our long-term vision also as a company, right, is I would love to see us contribute significantly into the, you know, human knowledge sphere.

But we're going to do that ultimately through our customers.

You know, our customers are the ones that are going to make those innovations, and we're just going to try to empower them with the best tools possible.