Samir Chaudry

speaker

356 appearances 3 recordings 3 series first heard Oct 2024 last heard 3 Jun

Samir Chaudry’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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TBPN · Microsoft Chases the Frontier, SUNO on Fire, Project Solara | Mikey Shulman, Samir Chaudry, Tom Farley, Nikesh Arora, Henri Stern, Alex Good · 3 Jun 2026 podcast

Um, uh, there's some evidence that I think, I think it's, there's some evidence of that.

I'm not going to discount the possibility.

Um, but, but,

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.

That's sort of where you end up.

The way that you get out of AI psychosis is you say the only way out is through.

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?

I'll give you an example.

There's a pretty robust community with my crypto project, and we have what we call the data lake.

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.

And it's sort of like, you're like, okay, you can make all kinds of alt data now.

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.

And I'm like, okay, that's cool in a corporate and government context.

But like, nobody's ever done that with our Wall Street bets.

Or nobody's ever done that with trading information.

I'm like, okay, I'm just going to do that.

I'm going to take the Palantir ontology method and apply it to a group of individuals who create market alpha.

That's how you get out of AI psychosis.

You can identify what new capability does AI enable that allows you to generate

the type of edge that you would have historically just with a new kind of data primitive.

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