Patrick O'Shaughnessy

What role does that analogy of memory, I don't mean literally like semiconductor memory, but like memory in a model, how do you think about the importance that that will play and where are we in that?

Yeah, it's like six numbers the average person can remember or something like that.

If I add all of this up and hold the mirror up, it seems like I would put you in the category of unbelievably bullish on what these things are going to be able to do in 10 years time or something like pick your time frame.

Am I calibrated the right way?

Like amongst everyone you talk to who you respect and think is- I'm much more bearish than a lot of people actually, which is the crazy thing.

So help me understand that distinction.

Like where are you one through 10 amongst the people that you respect, 10 being the most bullish?

And then if you're not a 10, what's the difference between you and the person who's a 10?

Some of it though is timeline.

I'm actually even more curious about the upper limit.

Just migrate everything.

What do you think about what physical intelligence is doing?

Attacking the, whatever you want to call it, large movement model or a large robot model or something.

One of the most interesting subplots of this whole world is the talent wars.

And a cool idea is that as these things get better, maybe we begin to automate some of the research function that people formerly would have played.

Do you see a world where like we're squeezing down the fewer and fewer number of people that really matter that will have all the impact on where we go in terms of like net new research?

And that means that all this crazy spending that's happening at Meta or elsewhere makes a lot of sense that maybe even those numbers should be higher or something like this?

Yeah.

Another thing I saw Rune say recently, which is so interesting, was why don't we just go make even more ridiculous offers around the people that have process knowledge for things that we want here in the U.S.

in other countries?