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Salim Ismail

Salim Ismail

👤 Speaker
618 total appearances

Appearances Over Time

Podcast Appearances

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

It's safe.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

Two quick thoughts.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

I just love the fact that they have the courage to risk disrupting their own business.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

Salim.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

um so two two thoughts one is i've always thought about notebook lm per alex's earlier comments as this weird thing sitting out there because it incorporates presentation and learning and interaction that kind of doesn't like you know what's the difference between doing this and the gemini app and doing it in spark i mean people are going to create a lot of confusion around this the the the point that alex made i just want to double down on which is when

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

in any big company we had to say yahoo as well you're rewarded for getting something out there but then you've got a strategic project manager looking across resource allocation about 10 different projects and so you get a peanut butter problem where you're very thin across all the different projects you don't iterate very well um one of the few companies that iterates very well is apple they will relentlessly iterate on their products and most other companies on a small number

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

The next big milestone for Android XR is intelligent eyewear.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

Today, I'm excited to announce that our first audio glasses will arrive this fall.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

They are designed to give you all-day help with Gemini that is spoken into your ear privately rather than shown on a display.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

And these glasses let you stay hands-free and heads up for things like listening to music, taking photos, making calls, or tapping into your phone apps, all without reaching for your pocket.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

Things are moving past you.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

And so he's trying to beat the cutting-edge knowledge.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

Surely they could have looked at it and gone, the statute of limitations has expired.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

I mean, this is very upsetting.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

I'll go with the first one.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

Solar energy, they all look very constrained and very expensive initially.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

But then the learning curve kicks in, infrastructure kicks in, Gervon Paradox kicks in, rights law arrives, competition arrives, and the cost collapse.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

AI computers going exactly down the same path.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

You may have some bottlenecks like chips and power generation data collapse.

Moonshots with Peter Diamandis
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

centers, but those become investment honey-met pots and capital floods towards those bottlenecks, right?