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Tom Bilyeu's Impact Theory

How AI Will Disrupt The Entire World In 3 Years (Prepare Now While Others Panic) | Emad Mostaque PT 2 (Fan Fave)

21 Feb 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 23.338 Tom Bilyeu

Today's show is made possible by Plod. You think you remember conversations accurately. The data says you do not. Studies show we forget 50% of what we hear within an hour. That client call where you discuss pricing, you're missing half of it. That strategy meeting with three action items, you remember two maybe, but Plod can fix this.

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23.318 - 45.649 Tom Bilyeu

It's an AI assistant that captures every conversation, meetings, calls, in-person discussions, plot records everything, then delivers accurate transcripts, summaries, and action items automatically. I mean, literally just wear it. No more guessing what was said, no more, I think they mentioned, ask Plod exactly what was decided, who's responsible, what the next steps are.

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45.85 - 65.357 Tom Bilyeu

Right now, listeners can get 10% off or more on all Plod devices with the code TOM10. Just type P-L-A-U-D dot A-I slash Tom into Google or simply search Plod on Google and use the code TOM10 at checkout to get started today.

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68.324 - 92.728 Unknown

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98.834 - 112.357 Tom Bilyeu

Welcome back to Impact Theory and part two of our conversation with the man focused on ensuring that the entire world has equal access to AI, the founder of Stability AI, the company that brought you Stable Diffusion, the one and only Imad Mostak.

112.598 - 135.576 Tom Bilyeu

If you heard part one, you already know about how many jobs are going to be disrupted by AI and how quickly AI is revolutionizing everything from healthcare to content creation. According to Emod, 41% of all new software code on GitHub is already AI generated. Today in part two, we talk about what happens as AI achieves global scale.

135.996 - 166.849 Tom Bilyeu

What does it mean for the world of misinformation and deepfakes in a world where anything can be faked convincingly? What can you trust? We also dive into the upside of AI and what life is going to be like as very hard things become very trivial. As I've mentioned before, this is such an incredible time to be alive, largely because of the reality and future promise of AI.

167.29 - 200.374 Tom Bilyeu

But I also think that AI done poorly could be an existential threat to humanity. AI like atomic energy before it can be used to create or destroy, and it's going to be up to all of us to ensure that we chart our course well. Thank you so much for having me.

200.354 - 221.114 Tom Bilyeu

As always, if you want an ad-free version of this podcast with a bunch of extras like curated playlists and additional bonus content you won't find anywhere else, be sure to subscribe now on Apple Podcasts. Now, without further ado, I bring you part two of Emob Mostack. I'm your host, Tom Bilyeu, and welcome to Impact Theory. Yeah. So that AI is going to get embodied very, very quickly.

Chapter 2: How is AI expected to disrupt various industries?

462.081 - 473.547 Emad Mostaque

And you get to 200, 300. And so if you don't have some principles in place, then these models will affect every part of your life without you being part of that discussion. I don't think that's right.

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474.893 - 483.895 Tom Bilyeu

All right, we've got to tune up your questions a bit here, Imad. That was loose. What is the hardest question that we need to ask? Let's ask and answer right now.

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484.096 - 491.093 Emad Mostaque

The hardest question I think we need to ask is how we adapt to potential wide-scale job loss.

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491.674 - 511.853 Tom Bilyeu

Yes. Okay, so how would we actually think through that problem? So job loss, for me, for the sake of this argument, I think it's worth saying there are two components to that. Component number one is going to be there is potential economic catastrophe in job loss. But

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511.833 - 536.658 Tom Bilyeu

So that we can simplify the problem set, since this ultimately is a podcast and not a congressional hearing, I will assume that whatever decline we have from just the sheer number of people working, we make up for in productivity and that we're able to keep an economic surplus. Yeah, exactly. And so we're able to help people off camera. We were talking about something like that.

536.738 - 562.226 Tom Bilyeu

So let's just pretend that those balance out. So not gonna deal with the economic potential there, but meaning and purpose, I think that one gets really problematic. But we have an amazing tool at our disposal, which is AI. Now, I have a feeling as we chase this down, The only thing that we have to worry about really, truly, I think it all really does boil down to alignment.

562.727 - 579.116 Tom Bilyeu

If we knew that we could just keep making it smarter and having the AI like taking readings so that I can't fake it out, I can't pretend that I'm happy, it like really knows where I'm at. Um, and then it can start putting things before me, connecting me with other people like, oh, you know, this skill, this person's in need. Let me put you guys together.

579.177 - 592.874 Tom Bilyeu

And then you can have sort of the AI supervision, but they're there. They're helping each other out. They're connecting. The only reason I don't think that's a panacea is I worry that as we make this thing smarter and smarter, that then it's like, like you said, I'm bored. I don't want to do this.

593.595 - 610.082 Emad Mostaque

Yeah. And yeah, there's this concept of all watched over by machines of loving grace, right? And that's scary. You're saying? Who knows? Like once we build something that's more capable than us, all bets are off. The only way to perfectly align a system is to remove its freedom.

Chapter 3: What are the implications of AI on misinformation and deepfakes?

611.547 - 614.211 Tom Bilyeu

I'd say it's not aligned at all at that point.

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614.392 - 614.913 Emad Mostaque

Well, this is the thing.

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614.933 - 617.978 Tom Bilyeu

At that point, you've bypassed alignment and you've gone straight to shackles.

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618.258 - 626.873 Emad Mostaque

You've gone to shackles. So we all know people more capable than us. The only way to perfectly align them is to shackle them. You can have imperfect alignment, though.

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627.113 - 638.03 Tom Bilyeu

That's enslavement, man. That's not alignment. So does, is that because, so what I heard you just say is there is no way to align something smarter than us.

638.131 - 646.143 Emad Mostaque

I don't think there's a way to, I don't think there's a way to align the outputs. I think that you can align the inputs. You raise it, right?

646.163 - 673.488 Tom Bilyeu

Okay. Let me run an idea by you. This is probably Pollyanna. I'm very open to that. But as I think about this, I think people take a super human-centric approach to this. And because evolution has given us, we are an active species and evolution has programmed us with algorithms running in the back of our mind that insists that we do certain things to avoid a sense of dis-ease.

674.149 - 679.978 Tom Bilyeu

I think that formula is very identifiable and it goes something like this. Eat...

679.958 - 702.355 Tom Bilyeu

optimized physically so you feel good yeah the reason that that stuff feels good is because it's going to optimize your performance that's going to make you most likely to survive long enough to have kids that have kids so you need to be uh you need to be chosen as a mate uh you need to be able to acquire resources you need to be healthy enough to get somebody pregnant or to be pregnant and carry to term all that stuff

Chapter 4: How does AI affect job loss and the future of work?

1962.064 - 1978.352 Emad Mostaque

And again, you've got to put the word out there. The actions they're taking with the various lawsuits and policy pushes would basically entrench all power with the existing IP holders. And a lot of kind of artists are pushing for something that would be akin to music copyright, or even style is copyrighted.

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1979.013 - 1995.229 Emad Mostaque

That's a dark road that I don't think they really want to go down and they don't really understand it. But again, I understand the fear because this is completely unknown. Just like now from some of my previous comments, got a lot of programmer hate because what is a programmer? The nature of what an illustrator is will change.

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1995.711 - 1999.62 Emad Mostaque

All the artists I know love this technology because it's just another medium for them.

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1999.6 - 2023.144 Emad Mostaque

nature of what a programmer is going to change all the architects and 10 times people i know really love this technology and this is what we've seen with like mit studies and other things they had a study where i think they showed that the third to the seventh percentile got like 20 30 40 percent better and the top five percent got multitudes better because again how many people know how to deal with very talented youngsters very few those that can harness it get even better

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2025.115 - 2032.828 Tom Bilyeu

So when you look at what NVIDIA is doing, what do you think that that implies for the next generation of AI?

2033.609 - 2049.435 Emad Mostaque

Well, I mean, we figured out how to scale these chips. So the previous limit was as you put more and more of these supercomputers together, you had a tailing off as you scaled. So there's only so much that you could scale the compute. NVIDIA, Google, and Intel have basically cracked that now in terms of how to just stack more

2049.415 - 2074.613 Emad Mostaque

supercomputer chips to scale to even bigger models or models that are trained for longer so it's either bigger or trained for longer trained for longer seems to be better now and that just means that the capabilities will increase year by year and they're already pretty darn good the key bottleneck will probably just be actually chips to run these models not chips to train these models the inference side because right now you have a small amount of consumer interest next year it becomes insane

2074.593 - 2081.324 Emad Mostaque

Yeah, a small amount of enterprise interest next year becomes insane. There's not enough GPUs or chips in the world to meet up with that demand.

2083.288 - 2102.21 Tom Bilyeu

Okay, when I think about what's going on with, I don't know if it's just NVIDIA, it's probably the wrong thing to attribute it to. But when I think about how... we're getting so good at creating things that are photorealistic. You were talking earlier about as the election is coming up, you're going to get all this kind of deep fakery.

Chapter 5: What ethical dilemmas arise with AI development?

2201.575 - 2217.926 Emad Mostaque

I don't think we have an answer to that. Like I've had a big amount of press against me saying that I exaggerate a lot. I'm just like, I'm just read definitive about the future and you can correct it all you want. But now I was like, I'm at exaggerates all the time. What can you do about that? You can just make the future true and show what you can do, right?

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2217.986 - 2233.211 Emad Mostaque

What part do they think you exaggerate about? What's possible? What's possible and kind of what was there, because it's been a bit weird. A lot of people are like, you didn't have a special relationship with Amazon. Before we raised any funding, we built the eighth fastest supercomputer in the world with them that was dedicated to us. That's factually true.

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2233.231 - 2249.944 Emad Mostaque

They're like, yeah, but you know, there's nothing in print and they're not saying that because it's a special deal, right? And then there's the future side where I say something like, There will be no programmers as we know them in five years. And they're like, oh, he doesn't know anything about programming. Right? Because these are complicated issues.

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2251.19 - 2270.094 Emad Mostaque

And it's a crazy time and a crazy company, and maybe I'm a bit crazy too, in terms of the way that I approach this, which is just being very definitive. But again, it's an association thing, right? Like, how do I shake that off? Well, you be successful, then you become a visionary rather than someone who's hyperbolic, right? How do you affect an election? What are elections?

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2270.114 - 2295.313 Emad Mostaque

What is representative democracy? How does democracy act in the area of... Zero cost creation and massive optimization. So every single speech will be run through GPT-4. Cadence, all this, everything. You get micro-targeting, you get all these things. Does it happen next year? Probably not. Next year you see some very basic stuff. But what does 2028 look like? I am not sure, genuinely.

2296.495 - 2318.202 Emad Mostaque

And so we do need authentication standards. We do need to have some sort of maybe antivirus AI that watches out for kind of fake stuff. But even true stuff can cause huge impact. Like the Silicon Valley bank collapse was a true story. It wasn't something fake. They didn't have reserves. And most of our system is actually based on trust. So these are some things that concern me.

2318.242 - 2337.555 Emad Mostaque

I don't have the answers. But again, that's why you have to kind of raise the alarm. Like, let's try and figure this out before it comes, because maybe it doesn't happen next election. It sure as heck will in the congressional and then beyond. And again, what is the nature of democracy when you can't tell what's true or not? People worried about this with the previous kind of era.

2337.615 - 2341.862 Emad Mostaque

This is something just beyond that, I think, because it's convincing.

2343.31 - 2361.708 Tom Bilyeu

Yeah, that's one of the things that I think is going to be a very meaningful problem. I had Yoshua Bengio on the show, and he had also signed the letter saying we should pause for six months. And when I asked him why, he said, And I was like, bro, you've been at this for so long, like why all of a sudden?

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