Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Samir Chaudry

πŸ‘€ Speaker
649 total appearances

Appearances Over Time

Podcast Appearances

TBPN
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.

TBPN
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.

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

Um, but, but,

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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?

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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.

TBPN
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

TBPN
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.