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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
Um, uh, there's some evidence that I think, I think it's, there's some evidence of that.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
I'm not going to discount the possibility.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
Um, but, but,
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
Essentially, you're like, all right, this is kind of directionally going to obsolete my work, and so I better be the first person to obsolete it.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
That's sort of where you end up.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
The way that you get out of AI psychosis is you say the only way out is through.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
You're like, all right, how do I literally automate everything that I did before, and then how do I also just start to think about network effects that were impossible previously?
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
I'll give you an example.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
There's a pretty robust community with my crypto project, and we have what we call the data lake.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
The data lake is basically hundreds of contributors who are doing tasks all day, and then their aggregate intelligence gets summed up by an AI, and it comes up with actionable trade ideas.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
And it's sort of like, you're like, okay, you can make all kinds of alt data now.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
I think, you know, Palantir kind of inspired me originally when they started talking about how well they're doing with corporates when they're like, hey, like, we have the biggest, you know, we have the best demand story in history to take unstructured data and turn it into structured data.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
And I'm like, okay, that's cool in a corporate and government context.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
But like, nobody's ever done that with our Wall Street bets.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
Or nobody's ever done that with trading information.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
I'm like, okay, I'm just going to do that.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
I'm going to take the Palantir ontology method and apply it to a group of individuals who create market alpha.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
That's how you get out of AI psychosis.
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
You can identify what new capability does AI enable that allows you to generate
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Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good
the type of edge that you would have historically just with a new kind of data primitive.