
Latest; Elon Musk, Peter Diamandis, Dennis Blundis Talking About Job Markets, Clean Energy, Humanoid Robot!!! #ElonMusk #PeterDiamandis #DennisBlundis Source: Full Interview https://youtu.be/RSNuB9pj9P8?si=LR46vvJbGJAE0HCq Elon Musk is the CEO of...
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Lex Fridman
Latest interview of Elon Musk.
Dave
Very soon though. Yeah, I think probably at this point, Grok, if you, if you took a photo and submitted it to Grok, it could probably tell you if a circuit is. If there's something wrong with it.
Lex Fridman
Yeah.
Dave
Yeah.
Lex Fridman
All right, I'm gonna give it a shot. You're using the same Groq that I'm using, are you? Or you are?
Dave
Grok keeps updating.
Lex Fridman
So 4.2, but 5 is soon, right?
Dave
5 is Q1. Yeah. 4.2 has not been released yet externally, but yeah, I mean, if you just upload an image into Grok, it does quite a good job of analyzing any given image.
Lex Fridman
Absolutely. Let's start. Well, we're going to talk about this. All right, we'll come back.
Dave
I mean, let's see if I, if I take, if I take a picture of you, what is it? Let's see what it.
Peter Diamandis
Yeah. What's it going to say about me?
Lex Fridman
Yeah, it's going to say you're a flawed circuit.
Dave
I also have to remember to update it because like we update the Grok app so frequently.
Peter Diamandis
You know, I asked, I asked Grok to roast me.
Dave
Oh, it's a good job.
Peter Diamandis
You did an amazing job. Then I asked Grok to roast you.
Dave
Yes.
Peter Diamandis
And I spit out my coffee. It was, it was hilarious. And then I asked it, you know.
Dave
It just keeps telling it to be more and more vulgar. I asked until, until it's like, mother of go.
Lex Fridman
Is bad Rudy still out or did that get repealed? Battery still there.
Peter Diamandis
And I asked, rock, does Elon know what you say about him. And. And she goes. It's a she for me. She goes, what is he going to do about it?
Dave
What is he going to do about it? Yeah, let's see. Okay, so I just literally took a photo of you and see what it is.
Peter Diamandis
Did you ask a question?
Dave
No, nothing. I didn't say anything.
Peter Diamandis
This man is. Is hugely.
Dave
This is Peter Diamandis.
Peter Diamandis
Yes.
Dave
Okay, that's pretty good.
Peter Diamandis
Yeah, that's great.
Dave
Context whatsoever.
Peter Diamandis
The host of the podcast Moonshots. Yeah, sometimes that's your first credential. Now, forget about everything else I've done in life.
Lex Fridman
Comes back to your podcast.
Dave
No context image.
Peter Diamandis
Yeah. By the way, Grokopedia is awesome.
Dave
Okay, great.
Peter Diamandis
I mean, just phenomenal. I mean, just. It's like I. I tried to, like, update my Wikipedia page for, like, years, impossibly. And, yeah, it knows me. Amazing.
Dave
Yeah.
Peter Diamandis
He's wearing a black quilted jacket featuring a Sundance logo. Not quite true. It's my abundance logo.
Lex Fridman
I guess a little wrinkled.
Dave
Can you see the.
Lex Fridman
Yeah.
Dave
Can it. See it?
Peter Diamandis
I think so.
Dave
Okay. Okay. Anyway, yeah, but it. Basically, it's pretty damn good.
Peter Diamandis
Yeah.
Dave
He's smiling and relaxed with a laptop in front of him.
Peter Diamandis
That's true.
Lex Fridman
That's true.
Dave
Yeah.
Lex Fridman
Well, it's quite a circuit, though. Gotta test it on the circuit.
Dave
Roast him.
Peter Diamandis
It has to be read by you, though.
Dave
I mean, I won't read the whole thing, but.
Peter Diamandis
All right, give me a taste. I can take it.
Dave
Okay. Check out that grin, dude. Smiling like you just discovered a new way to monetize hope. Monetizing hope. Oh, that's good. Yes.
Peter Diamandis
I want to try and answer the question, can AI and tech help save America in the world?
Dave
Right.
Peter Diamandis
I want to give people listening a dose of optimism. There was a survey done in mid December by pew that said 45% of Americans would rather live in the past, and only 14% said they'd rather live in the future, which is insane to me.
Dave
Right.
Peter Diamandis
Obviously, they never read history. The challenge is most Americans, all they have of the future. It's like Hollywood has shown US killer AIs and rogue robots. Right? And people are worried about their jobs, they're worried about health care, they're worried about, you know, the cost of living. The challenge is, how do we. How do we help people? I mean, you posted. You pinned on X. The future is going to be amazing with AI and robots enabling sustainable abundance.
Dave
I was thinking of you when I did that.
Peter Diamandis
Thank you. I appreciate that.
Lex Fridman
Yeah, yeah.
Peter Diamandis
And. And, well, I mean, it's like, what.
Dave
Would Peter diamond to say?
Peter Diamandis
Yeah.
Dave
And that's channeling you.
Peter Diamandis
Thank you. Thank. I couldn't agree more. I couldn't agree more either. So. So my question is from a, you know, from a first principle standpoint.
Dave
Yeah.
Peter Diamandis
The rationale for optimism, you know, how do we head towards Star Trek and not Terminator?
Dave
Right. How do we head towards Roddenberry? Not Cameron.
Peter Diamandis
Yeah. Jim.
Dave
It's a diverging path.
Peter Diamandis
Meme. Yes, it is.
Lex Fridman
It is.
Peter Diamandis
Avatar has some hopeful parts, but anyway, how do we go towards universal high income instead of social unrest? So both or. Because we don't want social unrest.
Dave
Jews so have universal high income and social unrest. That's my prediction.
Peter Diamandis
Oh, that will make for a lot of problems.
Lex Fridman
Is that your actual prediction? Yeah, yeah, Seems likely. Like, tell me to push back on it.
Dave
Yeah, exactly.
Lex Fridman
But it seems like that's the trend. Yeah, yeah, totally. No, we have.
Dave
Well, because there's going to be so much change, people are going to be scared shitless. Yeah. It's sort of the, you know, it's like, be careful what you wish for because you might get it.
Peter Diamandis
Yeah.
Dave
Now if you actually get all the stuff you want, is that actually the future you want?
Peter Diamandis
Yeah.
Dave
Because it means that your job won't be.
Peter Diamandis
Won't matter if you're living an unchallenged life.
Dave
Yes.
Peter Diamandis
Right. With no challenges.
Lex Fridman
Yeah.
Peter Diamandis
No. You know. You know, if you become a couch potato, if it's the w E future, it does not go well for humans. Well.
Lex Fridman
And we're used to being told, here's your challenge. So people haven't historically been very good at creating their own challenge in the absence of.
Peter Diamandis
I think Elon does a damn good job. Every time. Every time one company takes off, you start your next.
Lex Fridman
Oh, that's. That's rare.
Dave
For punishment.
Peter Diamandis
I think you are.
Lex Fridman
Yeah.
Peter Diamandis
I think you ever thank God for that.
Dave
So why do I do this to myself?
Lex Fridman
Actually, after AI and robots, is there another thing after that? I guess there's.
Peter Diamandis
Well, there's conquering the universe.
Lex Fridman
Yeah, there is.
Dave
That rocks really well. And energy rocks.
Peter Diamandis
Are your friends too.
Dave
Conquering good. Need to get there.
Peter Diamandis
Elon, why are you so optimistic? Are you optimistic? Let's start there.
Dave
I'm not as optimistic as you are.
Peter Diamandis
Okay.
Dave
But. But why are you optimistic? I'm more optimistic than most people.
Peter Diamandis
Okay.
Lex Fridman
And is the trend upward compared to a year ago, two years ago?
Dave
Well, I. I think if you reframe things in terms of progress, bar like. And speaking of challenges.
Peter Diamandis
Yeah.
Dave
Progress towards a Kardashev 2 scale civilization.
Peter Diamandis
Sure.
Dave
Well, let's say, let's say the aspiration.
Peter Diamandis
Capturing all the energy from the sun's output.
Dave
Well, let's even have a humbler aspiration than that. If we say that our goal is to even get a millionth of the sun's energy, that would be more than a thousand times as much energy as could possibly be produced on Earth. So about half a billionth of the sun's energy reaches Earth. So you'd have to go up three orders of magnitude from that just to get to a million. So we're very, very, very far from even having a billionth of the sun's energy harnessed in any way. So a reasonable goal would be try to get to a millionth. And if you try to get to a millionth or a thousandth, you know, 0.1%. That's, that's such an enormous. Look, there's not sure what metaphor we'd use here because a hill to climb is not a inappropriate. It's like not a big enough metaphor.
Lex Fridman
But gravity well to escape.
Dave
Yeah, it's a hell of a gravity well. Exactly. So if you try to get to a millionth of the sun's energy or a thousandth of the sun's energy, now these are very, very difficult tasks and.
Peter Diamandis
Energy is the inner loop for everything right now.
Dave
Yeah. I think the future currency will essentially just be wattage.
Peter Diamandis
I was thinking is the ability of a person to control energy and computer or just energy. I mean, the two translate just like harnessed energy.
Dave
Yeah, like so. Or like basically how much power is being turned into work of some kind. Right. Intelligence or matter manipulation.
Peter Diamandis
So that's your next big project is going to be energy. It's, it's going to be, you're going to go back to your solar, your.
Dave
Solar system, expand from there and say, okay, what about even getting somewhere on a Kardashev 3 scale, meaning galaxy level.
Peter Diamandis
Now we're talking. Now we're back to Star Trek.
Dave
Yeah, Expand horizons here.
Peter Diamandis
Yes.
Dave
Well, there isn't even a horizon because you're not on our planet.
Peter Diamandis
So we talk about.
Dave
So think galaxy mind.
Peter Diamandis
Yeah, well, listen, we're in 11.5 million square foot, three pentagons right here in this building. You think in a reasonably large scale.
Dave
What is magnitude?
Peter Diamandis
Yeah.
Dave
So, I mean, so from a challenge standpoint, I guess the civil is, the civilizational challenge will be how do you climb the orders of magnitude in energy harnessed.
Peter Diamandis
But we're going back to why are you optimistic right now? I mean, when people think about the Challenges ahead. I think we're going to end up with abundance in the long run.
Dave
It's beyond, beyond abundance in any. Beyond what people possibly could think of as abundance. Like the AI, actually. AI and robots. The limit will, will saturate all human desire.
Peter Diamandis
And then we get to nanotechnology, which takes it even a step further.
Dave
The thing about the net. Well, I'm not sure what you mean by that. You mean like little nanobots.
Peter Diamandis
Atomic reassembly.
Lex Fridman
Yeah, for.
Dave
Oh, yeah, yeah, sure, sure. I mean, we're already doing atomic level assembly on the. For circuits, you know.
Peter Diamandis
Amazing. Two, three nanometers.
Dave
Yeah. It's only depending on how they're arrayed. Four or five silicon atoms per nanometer.
Peter Diamandis
Yeah.
Dave
So those are big atoms, though. They're not biggish.
Lex Fridman
Yeah, they're not your little.
Dave
I mean, but I'm saying you could, they should actually describe the circuits in terms of an integer number of atoms in a specific place.
Lex Fridman
They said it's all angstroms now, but.
Dave
You could, you can just. It's just, it's like, it's, it's like we'll call this the, the, the seven atom. Yeah. Or whatever.
Lex Fridman
Yeah.
Dave
Like you say two nanometers. It's like no one knows.
Peter Diamandis
Yeah.
Dave
Nine silicon atoms, something like that. They've got silicon and copper and, you know, so. But a bunch of these things are just marketing numbers. Like the 2 nanometer is just a marketing number. Oh, yeah. But, but you still need essentially close to atomic level precision. Like the atoms really need to be in the right spot. So I think they're getting clean rooms wrong, by the way, in these modern fabs. I'm going to make a bet here.
Peter Diamandis
Okay.
Dave
Okay. That Tesla will have a 2 nanometer fabric and I can eat a cheeseburger and smoke a cigar in the fat. Come on. Yes.
Peter Diamandis
The air handling would be that good.
Lex Fridman
Do you have this sketched out in your mind? Like, how are the atoms being placed? That they're immune to cheeseburger grease.
Dave
They just maintain wafer isolation the entire time, which is actually the default for fabs. The wafers are transported in boxes of pure nitrogen gas under a slight positive.
Lex Fridman
So are the bananas at Walmart, just so you know.
Dave
Yeah, well, it's insecticide, essentially. Like it's pretty hard for anything that's combusting to live without oxygen.
Peter Diamandis
Let's talk about.
Dave
So like, you can kill the bugs just by putting a nitrogen blanket on the plants. Yeah.
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Lex Fridman
Interesting.
Peter Diamandis
I want to talk about energy, health, education because those are people's, you know, concern. So on the energy front, the innermost loop of everything that you're building and.
Dave
Doing right now, energy is the foundation.
Peter Diamandis
What's your vision for energy abundance? The sun in, in the next, you know, this decade. The sun. Yeah. I mean so the sun is everything. It's everything. So you're all in on solar? I mean, Yeah, I mean your natural, natural gas and solar at your, at colossus too, right?
Dave
Yeah, people just don't understand how that solar is everything. So everything compared to the sun, all other energy sources are like cavemen throwing some twigs into a fire.
Peter Diamandis
Yeah.
Dave
So the, the sun is over 99.8% of all mass in the solar system. Jupiter is around 0.1% of the mass. So even if you burnt Jupiter, the energy produced by the sun would still round up to 100%.
Peter Diamandis
Yeah.
Dave
And then if you teleported three more jupiters into our solar system and burnt them too, it would still round up. The sun still rounds up to 100% of energy.
Peter Diamandis
Any interest in fusion? I mean like fusion on a planet, fusion on Earth.
Lex Fridman
You know what, coming a mile away.
Dave
You'Re never going to guess how the sun works.
Peter Diamandis
Giant coal plants.
Dave
I mean we have a giant fusion free fusion reactor that shows up every.
Peter Diamandis
Day, 93 million miles away.
Dave
It's farcical for us to create little fusion reactors. I mean that would be like, you know, having a tiny ice cube maker in the Antarctic and say hey look, we made ice. I'm like congratulations, you're in the Fucking Antarctic.
Lex Fridman
So totally, totally with you on this.
Dave
It's like 3 kilometer high glaciers right next to you. Yeah.
Lex Fridman
If you just narrow the question to the Memphis timeline. So Memphis data center timeline between a gigawatt and 10 gigawatt. You're not going to, you're not going to pull 10 gigawatts out of Memphis.
Dave
Maybe you are two or three.
Lex Fridman
Two or three. Okay, so. So there's still a gap between there and the next whatever you just, just so. And they're not in space yet at that point.
Dave
So we're still in toyland here for Toyland. Toyland.
Lex Fridman
10 gigawatts. You know what's amazing is there's 100 megawatts right outside the door here. And it's massive. Yeah, it's, it's enormous. And it uses more energy 100 times than everything. All these manufacturing lines combined use less energy than that, I think. But we're talking about a giggle.
Dave
Cortex 1 was the third largest training cluster in the world for doing coherent training.
Peter Diamandis
You're falling behind.
Dave
Well, we have Cortex 2 that's being built out. That'll be half a gigawatt. An operational middle of next year, everybody.
Peter Diamandis
You may not know this, but I've done an incredible research team and every week myself, my research team study the meta trends that are impacting the world. Topics like computation, sensors, networks, AI, robotics, 3D printing, synthetic biology. And these Metatrend reports I put out once a week enable you to see the future 10 years ahead of anybody else. If you'd like to get access to the Metatrends newsletter every week, go to diamandis.com metatrends that's diamandis.commetatrends so going back to what Dave is saying over the next five years, what are you scaling on energy front?
Dave
Do you mean this is a long time?
Peter Diamandis
I mean energy. I mean China has done an incredible job.
Dave
Yeah, right.
Peter Diamandis
I mean it's running circles around us.
Dave
China has done an incredible job on solar. Yeah, it's amazing. So I believe China's production capacity is around 1500 gigawatts per year of solar.
Peter Diamandis
They put in 500 terawatts in the last year. What our terrawatt hours, like 500 terawatt hours, to be very specific. In the last year, 70% of that was solar. And they're just scaling. Do you, do you imagine that solar scales. Do you imagine that the US could make that level of investment and commitment because people are worried about their energy bills going up? With no data centers in our backyard, how do we provide. I mean energy is equivalent to cost of living, it's equivalent to health, it's equivalent to clean water. The higher energy production of a country, the higher its gdp. Energy is important. So what do we do to scale that way? Do we do it in solar here?
Dave
I think we should scale solar substantially in the US Tesla and SpaceX are scaling solar and I encourage others to do so as well. So the, I mean, obviously I've said this stuff, you know, publicly, I do see a path to 100 gigawatts a year of space sort of AI powered, solar powered AI satellites. Yes. 100 gigawatts a year of solar powered AI satellites.
Peter Diamandis
I did the math on that. That's like 500,000 Starlink V3s launched. Over 8,000 Starship flights, like one every.
Dave
Hour for a year. Yeah. 10,000 flights a year is a reasonable number.
Peter Diamandis
So it's amazing. It's quite the scale.
Lex Fridman
What's the really rough timeline on that?
Dave
Because I mean by aircraft standards, that's a small number.
Peter Diamandis
Sure.
Dave
In terms of flights.
Peter Diamandis
Yeah, for sure.
Dave
Yeah. That's small. So you're just like, it depends what you compare it to. If you compare it to the rest of the rocket industry, it's a very high number.
Peter Diamandis
Yeah.
Dave
And we're talking about a million tons of payload to orbit per year. So if you do, if you do a million tons of payload to orbit per year with 100 kilowatts per ton, that's 100 gigawatts of solar powered AI satellites per year. Yeah, I mean there's a, there's a path to get probably to a terawatt per year from, from the, from Earth. If you say like 10, you want to go up another order of magnitude. Or let's say you want to go to 100 terawatts a year.
Peter Diamandis
Yeah.
Dave
It's obviously kind of nutty numbers. Then you want to make those AI satellites on the moon.
Peter Diamandis
Yes.
Dave
And use a mass driver.
Peter Diamandis
Yeah. So the Gerard K. O' Neill approach.
Dave
Well like Robert Heinlein moves the Hoshi.
Peter Diamandis
Sure, of course, pretty much, yeah.
Dave
Yeah. I love that book. Yeah. Yeah. It's a sort of libertarian paradise in the moon. Yeah. So because on the moon you can just accelerate the satellites into, to escape velocities around 2500 meters per second and there's no atmosphere. So like a mass driver works very well on the moon.
Peter Diamandis
Can I ask the question about orbital debris? I mean, we're building effectively a dysonish swarm around the Earth.
Lex Fridman
We're swarm.
Peter Diamandis
Are you worried about over congestion on the. That's going to be a sun sync orbit is going to fill very quickly.
Dave
I mean you don't have to have sun sync. I mean you can.
Peter Diamandis
Don't have to, but it's optimal.
Dave
Yeah. There's some pros and cons to sun sync or not sun sync. I mean your payload to orbit drops by like 30% compared to, you know, if you just went to like mid inclination, like 70 degrees or something like that.
Peter Diamandis
Yeah. I mean, do we need an orbital debris X prize at this point? We need some way to get the, the satellites defunct satellites down. Do we pass rules that require them to deorbit on their own?
Dave
Yeah. At the point at which you, you can put a million tons of satellites into orbit, you can also, you know, start bringing down satellites too. Yeah. Or at least collecting them into a known. Into a fixed location so they're not like all over the place and then.
Peter Diamandis
You can reuse them.
Lex Fridman
Yeah.
Dave
Let's just say that we'll have. The resource level will be so high that I believe this will be a solved problem given the amount of intelligence we're talking about here. Like the intelligence we're quite interested in preserving itself.
Peter Diamandis
Yes, that's true. Oh, interesting.
Lex Fridman
Good motivation.
Peter Diamandis
Yeah, interesting question.
Lex Fridman
The data centers will not be in low Earth orbit, Right? They'll be, they'll be much higher constantly in the sun. They're not going to be in the traffic jam, I assume.
Dave
Well, you can get, you know, you don't have to get to get to constant sunlight. You'd be around 1200 kilometers on synchronous will give you constant sunlight. Mm.
Peter Diamandis
But you could, you could place him in multiple orbits.
Dave
Yeah, yeah, yeah.
Lex Fridman
No, I think if there's an XPRIZE for cleaning up, it's got to be. There's only going to be clutter in low Earth orbit.
Peter Diamandis
I mean debris from anything.
Lex Fridman
Anything.
Dave
That's. If it's below around 7 or 800 kilometers, the atmosphere will. Atmospheric drag will bring it back. So like for Starlink, there's a dual benefit of being.
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Grainger Purchasing Manager
If you're the purchasing manager at a manufacturing plant, you know, having a trusted partner makes all the difference. That's why hands down, you count on Grainger for auto reordering. With on time restocks, your team will have the cut resistant gloves they need at the start of their shift and you can end your day knowing they've got safety well in hand. Call 1-800-GRAINGER click granger.com or just stop by Grainger for the ones who get it done.
Dave
Like as low as possible. Because your beam, you know, your beams are tighter. You know, you're basically that you have less latency and, and your, your beams are smaller if you're, you're closer to the earth. So like stalling 3 will be around 330-350km, which is quite a lot of drag. So it's basically constantly thrusting.
Peter Diamandis
I still remember when you proposed Starlink and everybody else in the industry was like, no way, no way. He's not going to get the spectrum. He's not able to do this.
Dave
Yeah.
Peter Diamandis
It'S kind of worked.
Dave
Yeah. The Stalin team has done an incredible job. I mean, we've basically rebuilt the Internet in space with laser links. So there's 9,000 satellites up there right now.
Peter Diamandis
Do you think the government's going to be able to handle the kind of licensing of the volume of satellites that you want to put up? I mean, will there be pushback? Because you know, China is going to put up their own constellations. Europe, who knows whether Europe will ever step up.
Dave
They won't.
Peter Diamandis
What's that? They won't.
Dave
There's a probability. Yeah, nothing that nothing they're doing has success in the set of possible outcomes.
Peter Diamandis
Yeah.
Lex Fridman
I just got back from Rome. I don't want to touch that railing.
Dave
Successes are on the set of possible outcome.
Lex Fridman
Chart outcomes though.
Peter Diamandis
They chart that shows the number of billion dollar startups in the US versus Europe.
Lex Fridman
Have you seen that graphic?
Peter Diamandis
Oh my God, it's crazy.
Lex Fridman
Yeah. And data centers too. It's actually.
Peter Diamandis
No one was talking about orbital data centers six months ago. Yeah, nobody. And then all of a sudden Sundar's on it, you're, you're out with it. And it's the hot new thing.
Dave
It is.
Peter Diamandis
What, what, what, what tipped it? What happened that every company is now talking about orbital data centers?
Dave
I guess it went viral in X.
Peter Diamandis
It did.
Dave
I don't know. Is every company talking about.
Peter Diamandis
Yeah, everybody's got their own orbital data set for sure.
Lex Fridman
And I was suggesting to Peter that you updated the math on launch costs and that it's a tipping point. Very quickly with the updated math, Starship's.
Peter Diamandis
Been the cost for, you know, I don't know what you hold $100 per kg, $10 per kg. What are. You have Starship.
Lex Fridman
Well, it's possible that Elon said that and nobody believed it until now.
Dave
No. You can go back and look at my. What Even back when it was Twitter. They're my old tweets. I said these things many years ago.
Lex Fridman
100 bucks or 10 bucks a kilogram.
Dave
Yeah, I know. And I said this is. We're. We're going to do a million tons a year to orbit. Yeah. And we've got to get the cost down well below $100 a kilogram.
Peter Diamandis
So that's going to move the data centers to orbit.
Dave
You can basically do the math. Like if you've got a fully reusable rocket which is fully and rapidly reusable like an aircraft, then this is an incredible. This is a very difficult thing to do. Obviously, I think it's at the limit of human intelligence to create a fully and rapidly reusable rocket, but it is possible and we're doing it with Starship.
Peter Diamandis
It's been the holy grail in the aerospace industry forever.
Dave
Yeah. Quest for the holy grail rocket.
Peter Diamandis
Yeah.
Lex Fridman
And then I pretty much.
Dave
Yeah.
Peter Diamandis
I mean. Right. I mean, the DCX was the first little things that we're trying there and it's been, you know, all of, I mean, back when I was in the space industry, that's all everyone ever spoke about. And then when Falcon 9 first reused its first stage, I mean, all the traditional aerospace industries did not believe that even Falcon 9 could re. Could fly.
Dave
And really, literally, you can come see it land at Cape Canaveral.
Peter Diamandis
Yeah.
Dave
And then take off again.
Peter Diamandis
Yeah.
Dave
So I don't know how you would not believe a thing that you can see with your own eyes.
Peter Diamandis
Yeah. Well, they didn't believe you could. They didn't believe.
Lex Fridman
The leap from there to the launch costs actually requires more faith than just, just that. But I think, I think Starship is the launch cost tipping point and that somewhere in that, you know, before you had Twitter, it became X. Somewhere in that timeline it went from speculative to no doubt. And I don't know if that's a smooth line or a couple of good launches in between, but I suspect that the data centers in space but people ties directly to the credibility is not.
Peter Diamandis
Thinking about orbital data centers are thinking about energy. The Cost of energy here, here in their hometown and sort of the, there's a lot of doomer conversations out there. The data centers are going to drive the CPI up.
Dave
They're not entirely wrong.
Peter Diamandis
Okay, so what's the energy solution here on Earth for the rest of humanity or the non AIs?
Lex Fridman
Oh, there's something other than data center uses of energy. Okay, interesting. That's complex.
Dave
Well, the best way to actually increase the energy output per year of the United States or any country is batteries. So the peak power output of the, of the US is around 1.1 terawatts, but the average power usage is only half a terawatt.
Peter Diamandis
Yeah.
Dave
So if you just buffer the, the energy. So charge up the batteries at night, discharge during the day, without incremental capital expenditure, without incremental capital expenditures, without building new power plants, you can double the energy throughput of the US the energy output per year can double with batteries.
Peter Diamandis
And do we have those batteries in development?
Dave
Yeah, Tesla makes them.
Peter Diamandis
Okay, so you think the current Tesla battery packs. What do you think?
Dave
I literally have, I went on a pager and presented the thing that's, that's the dead giveaway.
Lex Fridman
So.
Dave
I even went to installations of the megapacks, you know, and there's.
Peter Diamandis
So why don't people do this?
Dave
It's on the Internet.
Lex Fridman
Yeah.
Peter Diamandis
So is. Do you think they are.
Dave
And China, by the way, is like, it seems like China listens to everything I said, I say and does. Does it basically, or at least, or they're just doing it independently. I don't know. But they're, they're certainly making massive battery packs, like really massive battery pack output. They're, you know, making vast numbers of electric cars, vast amounts of solar.
Peter Diamandis
I don't know.
Dave
These are all things I said, you know, we should do here.
Peter Diamandis
Fundamentals. Sure. When I fly over Santa Monica in la, when I'm piloting and I look down, they're like zero roofs have solar on them. Zero roofs?
Dave
Yeah, I mean it's not essential to have them on a roof.
Peter Diamandis
Okay, but it's a convenient place to have them.
Dave
Yes, but the surface area of roofs is, I'm not saying you shouldn't, but it's. Tesla makes a solar roof, which is the, the only solar roof that isn't ugly. Our solar roof actually looks beautiful.
Peter Diamandis
Yeah.
Dave
But if you want to do solar at scale, you just need more surface area. So, so we, we have vast empty deserts. Sure. In America, like if you fly from LA to New York or just fly across country and you look down for a large portion of the time. You look down, it is bleak desert.
Peter Diamandis
Yes.
Dave
It looks like Mars essentially.
Peter Diamandis
We're not worried about overpopulation there.
Dave
No, I mean it looked. There's barely a lizard alive in these scorching deserts. It's not like farmland we're talking about, we're just talking about places that look like Mars, like just scorched rock. So if we put solar where we currently have scorched rock, I think this will be a quality of life improvement for the lizards or the few creatures that live in this very difficult environment.
Peter Diamandis
The distribution network.
Dave
It's like Liz is going to be, thank God, some shade finally.
Peter Diamandis
Do we have the distribution network to be able to do that?
Lex Fridman
Yeah, you need to materially affect quality of life. You need to capture and store what, a couple hundred gigawatts. Is that in the realistic cards?
Dave
Just put the data center, I guess locally there.
Lex Fridman
Well, we already covered data centers. We're talking about, you know, the other. Yeah, like, I don't know, like in an abundant world five years from now, massive amounts of compute, massive, you know, universal high income.
Dave
I don't know what our data. Universal. You can have whatever you want income. Yeah, yeah, that's, that's really what it amounts to.
Lex Fridman
But in that world, you know, other than compute energy, how much more energy do we need? Like 30, 40, 50% or I don't know, unless we want to move mountains around to make a ski mountain, you know, in the backyard. Because I think the vast majority of energy consumption will go into compute and then there may be use cases. I'm not thinking of like, you know, the. Well, you know, right here is a nice case study because manufacturing every one of these cars coming out at the rate of one every minute or two is less energy than the data center that's training the cars to drive, to self drive.
Dave
Yes.
Lex Fridman
So that's a good little case study. And we don't need that much more physical energy for abundant happiness. We need more compute energy.
Dave
Well, yeah, the sun is just generating vast amounts of energy all the time for free. That goes, just goes into space. So I think we'll end up trying to capture, I don't know, a millionth of it. Like a millionth, a thousandth of the sun's energy. We're currently, I'm not sure the exact number, but we're, I don't know, we're probably at 1% ish of Kardashev Level 1.
Peter Diamandis
Fair enough. Yeah, I would guess that evens. That's high. I'm just saying we have a long way to go.
Dave
That's being optimistic. Hopefully we're not 0.1% but I don't think we're 10%. I'm just trying to get it to like order to an order of magnitude. So pull it like we're roughly 1% of the currently using 1% of the energy that we could use on Earth.
Peter Diamandis
I think the bottom line from a first principles thinking for the public is there's a lot of energy out there.
Dave
A lot.
Peter Diamandis
And it we have it in the US we have it on the planet and it needs to be captured and the tech to capture it is here and improving every year.
Dave
Yes, there's not going to be some energy crisis. There'll be a large forcing function to harness more energy, but we're not going to run out of it.
Peter Diamandis
All right, I want to talk about education.
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Peter Diamandis
So here's the numbers. They're abysmal. I mean they're abysmal.
Dave
Right.
Peter Diamandis
The importance of college in the United states. Back in 2010, 75% of Americans said it's important to go to college. That number is now down at 35%. College graduates as a group turn out to be the group that's out of work the longest. Right. But still. And tuition has increased 900% since 1983.
Dave
Yeah. The administrative expenses at universities have gotten out of control.
Peter Diamandis
Yep.
Dave
So I think I saw some stat that like there's one administrator for every two students at Brown or something like that. And I'm like, this seems little high. Yeah.
Peter Diamandis
They should teach something.
Dave
Yeah. Yeah.
Lex Fridman
What was your college journey?
Dave
I went to college in Canada for a couple of years at Queen's University. Um, so I had Canadian citizenship through my mom, who was born in Canada. And my, my grandfather was actually American, but for some reason, I don't know, my mom couldn't get US Citizenship, so. But she was born in Canada, so I got Canadian citizenship. And I didn't have any money, so I could only go to Canadian University at first.
Peter Diamandis
People forget that about you. You didn't have this giant social network or huge amount of wealth coming into all of this.
Dave
No, no, I. I arrived in Montreal at age 17 with I think around 2500 in Canadian travelers checks, back when travelers checks were a thing. And one bag of books and one bag of clothes. That was my starting point. That was my spawn point in North America. And then so I went to Queens University for a couple years and then University of Pennsylvania, did a dual degree in physics and economics and graduated undergraduate at UPenn. UPenn. Wharton.
Lex Fridman
Yeah.
Dave
And then I came out to do. I was going to do a PhD at Stanford working on energy storage technologies for electric vehicles. Potentially material science, I guess. Fundamentally, the idea that I had was to try to create a capacitor with enough energy density that you get high range in an electric car.
Lex Fridman
It's funny, I invested in an ultra capacitor company and didn't. Yeah, didn't go well.
Dave
Well, it's one of those things where, you know, you could definitely get a PhD, but it wasn't clear that you could make a company or do something useful like this. Most PhDs, I mean, hate said, but most PhDs do not turn into something that's going to turn into something useful. Like you could add a leaf to the tree of knowledge, but it's not necessarily, necessarily a useful leaf.
Lex Fridman
Enormous fraction of great entrepreneurs are dropping out of grad school or undergrad. But nowadays the sense of urgency is off the charts. I mean, they're popping out everywhere.
Peter Diamandis
Yeah, because, you know, don't waste your time going to grad school. Start a company.
Lex Fridman
Curriculum is nowhere near caught up to what's actually going on in technology. And I don't have time. And we talk about this at one time.
Peter Diamandis
It's like, you know, this is the moment. I think this is the moment.
Dave
Like it's not clear to me why somebody would be in college right now unless they want the social experience.
Lex Fridman
Yeah, yeah.
Peter Diamandis
I mean, if you have the ability to go and build something. So the Question is, how would you redesign the educational program? If I could be so, so blunt as to create more Elon Musk's. If we want to create an Elon Musk factory of people who start with very little but are able to drive and drive breakthroughs, what's involved there? What drove you?
Dave
Curiosity about the nature of the universe. So I'm curious about the meaning of life and you know, what is this reality that we live in.
Peter Diamandis
So how early. My son Dax wanted to know what was it like for you in middle school and high school. He's 14 years old. He's in that age range now.
Dave
Well, I did, I found school to be quite painful and it was very boring and in South Africa was very violent. So it's like. It was like that, it was like that book ender's game. Yes, but in real irl, in this game IRL it was like, but not as fun.
Peter Diamandis
So your goal was escape?
Dave
Yes, escape from the prison.
Peter Diamandis
So that's a question I have.
Dave
Do you think that it was miserable?
Peter Diamandis
Do you think most successful people have had a lot of hardship early in life? Do you need to have that level of hardship?
Dave
Probably need a little bit of haunted, I suppose, yeah. And then so it's always tricky like what are you supposed to do with your kids? You know, create artificial adversity, put them in the school.
Lex Fridman
Do you have an answer? That's, that's a Warren Buffett topic actually. Yeah. What do you do?
Dave
But seriously, that's not easy to create artificial adversity because if you love your kids, you don't want to do that.
Lex Fridman
So yeah, that's. Sure.
Dave
So I had a lot of adversity probably it was good. Probably, you know, helped someone. I suppose what doesn't kill you makes you stronger type of thing. At least I didn't lose a limb. I think what doesn't maim you good at maiming.
Peter Diamandis
Ten fingers.
Dave
You can modify that a little bit.
Peter Diamandis
Yeah.
Lex Fridman
Can I ask you a question?
Dave
Makes you stronger.
Lex Fridman
For the last five years I've been helping teach this class foundations of AI Ventures at mit. And every year when you survey the students, they go up a lot in their desire to start a company. And so it's now up to 80% of the incoming spread.
Dave
Everyone's just going to. It's just going to be like one person company.
Lex Fridman
Well that's with AI, that's, that's viable I guess. But no, they want to co found. Yeah, they don't want to be the founder, they want to be part of a founding Team, So it still works out. But when Peter and I were in School at MIT, it was, I'm guessing, maybe 10%. And they all wanted to be, and, and they've been doing the survey, you.
Dave
Know, everyone who wanted to start. I mean, yeah, I, I, I don't remember any conversations about with people saying.
Lex Fridman
They wanted to start, even at Stanford at the time.
Dave
I, I, I actually a few days into the semester, or I should say the quarter, I, I called Bill Nix, who is the material science department, and said, I'd like to just put it on deferment.
Peter Diamandis
He said, is my class that bad?
Dave
No. And he said, that's okay, you can put it on deferment. But he said, this is probably the last conversation we'll have. And he was right. But then I think it was last year he sent me a letter saying that all of my predictions about lithium ion batteries came true.
Peter Diamandis
And did he also say you could still come back and finish your PhD?
Dave
Yeah, several times Stanford has said that I can come back for free. Well, so, you know, what happened at.
Lex Fridman
MIT is every time I did not know.
Peter Diamandis
A great use of your time.
Dave
Exactly.
Lex Fridman
I'm like, so every time an Iron man movie came out, it notched up another probably 10% or so in terms of. Because everybody wanted to be Tony Stark. And so that's the image. And I didn't know till today that the new Tony Stark, the modern Iron Man, Tony Stark. I always thought Tony Stark was modeled on Charles Stark Draper and Howard Hughes. It was Charles Stark Draper's education and his, you know, scientific endeavors married with Howard Hughes's ambition and that created the original character. But then when Robert Downey Jr. Wanted to reinvent it.
Dave
Yeah, it came.
Lex Fridman
It's modeled on Elon.
Dave
Yeah. This is met with me.
Lex Fridman
This is a Grokipedia fact.
Peter Diamandis
All right.
Dave
Yeah. Fantastic. Yeah.
Lex Fridman
So they came.
Dave
Beautiful. And I like the name Grok.
Peter Diamandis
I would like Jarvis as well.
Dave
Yeah, yeah.
Peter Diamandis
Probably some, some trademark at some point.
Dave
If Grok gets good enough, we're going to call it Encyclopedia Galactica.
Peter Diamandis
Yes. That's nice. Yeah, yeah, of course.
Dave
42.
Peter Diamandis
Thank you. So going back to education, should colleges. I guess the social experience you said is important there, but what would you do for education, you know, middle, high school? You just came back from an announcement with President Bukele, who's a friend. I think he's an amazing, amazing visionary. Yeah. Incredible what he did with his nation.
Dave
Yeah, yeah. Remarkable.
Peter Diamandis
Remarkable and gutsy.
Dave
Yeah. I was like, how are you still alive?
Peter Diamandis
Yeah, I mean, it was like it's the nuclear. It was a nuclear option. Right. Shut them down. I mean do you know how besides putting everybody with a gang sign in in in jail. I don't know if you know the second thing he did, he went to all of the graves of all the gang members out there and destroyed the graves and said, your memory will not be remembered in this nation. That's just badass. And it worked.
Dave
I mean you have to be badass to take on all the knocker gangs.
Peter Diamandis
And win and live.
Dave
Yeah. And still be alive and live.
Peter Diamandis
He's got a great, great guard at his palace there. But what did you announce with, with him in El Salvador?
Dave
It was just basically to use GROKT for education like personalization.
Peter Diamandis
Hopefully not the vulgar version of it.
Dave
Yeah, we would have like you know, the kids friendly version of grok. But obviously AI can be an individualized teacher that is infinitely patient and answers all your questions. Now you still need to be curious and you still need to want to learn. GROK can't make you want to learn. It can make learning more interesting.
Peter Diamandis
You could probably gamify and incentivize it.
Dave
Right. It can make learning more interesting.
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Dave
And and less of a production line so but kids do need to have to if they need to want to learn. You know, do you and like people should just think of the. The brain is a biological computer.
Peter Diamandis
Yeah, it's a neural net.
Dave
Yeah it's a biological computer with you know, with a number of neurons and a neural efficiency and so like what you can't do is turn any arbitrary kid into Einstein. This is not realistic because Einstein had a very good meat computer, like an outstanding meat computer. So you can't just do Shakespeare, Newton, you know, Einstein type of thing unless the ME computer is an exceptional one.
Peter Diamandis
So what do you think? So when people say we need to solve education in the United States because it's fundamentally broken, I think what's really broken, I'm curious, is the old social contract that says do well in high school, get in a good college, get a degree and then get a job. And I don't know that that's going to be valid in the future. We talk about this on the pod a lot. That the career of the future isn't getting a job, it's being an entrepreneur, it's finding a problem and solving it.
Dave
Yeah.
Peter Diamandis
Do you agree with that?
Dave
Right now I'd say people should just go to school for the social experience, use more AI. The conventional schooling experience I think could be a lot better. What we're going to do in El Salvador and hopefully other places just have individualized teachers. That's going to be much better. And you could go to a school with a bunch of other kids. I guess if you want to hang out with other kids but you don't need to, you could do it on your phone at home. So that's why I say like at this point, education is a social experience. When I talk to my kids who are in college, they do recognize that they can learn just as much independently, in fact that they would learn more in a work situation. They are there for the social experience and to be around a bunch of people of their own age. Sort of a coming of age social experience.
Peter Diamandis
Sure, sure. Being on your own, learning how to lead or defend yourself as the case may be.
Dave
Well, yeah, I mean if you join the workforce, you're, you know, from the perspective of like a, you know, 19 year old with a bunch of old people. And if you're doing engineering with a bunch of middle aged dudes, it's like, do you really want to do that or do you want to hang out with, you know, where there's at least some girls your age type of thing?
Peter Diamandis
Back to this when we talk about.
Lex Fridman
A lot of other choices.
Dave
Actually I want to get back as.
Peter Diamandis
We get to universal high income, but I want to talk about health and longevity. One second. The US is the number one, ranked number one in health expenses worldwide and it's ranked 70th in health Spanish, right?
Dave
Oh really? 70th, 70th is that a.
Peter Diamandis
From Grok?
Dave
Is that accurate?
Peter Diamandis
Everybody listen. Sounds low.
Dave
I think we'd be better than 70th for health span.
Lex Fridman
Yeah, well, whatever.
Dave
We just get fat or something.
Peter Diamandis
We're not the top 10.
Dave
Maybe a zampic can help us find the rankings there. So would you just run around? We need Cupid, but Azempic. Mounjaro Cupid. But I think that's a big reason. It's like if people get really fat, then their health gets bad.
Peter Diamandis
Yeah, well, if they don't have any exercise, health get bad. Or if they eat donuts for breakfast every morning. You still doing that?
Dave
No, actually I'm not.
Peter Diamandis
Okay, that's good.
Dave
That's good. First of all, I wasn't eating a lot of donut. I was trying to have 0.4 of a donut which rounds down to zero. So I figured anything below, below 0.44 of a donut rounds down to zero.
Peter Diamandis
So you and I have had a disagreement on longevity A little bit. Yeah. I was saying, you know, we should push to get people to 120, 150. And you were saying people, you know, die, shouldn't live that long.
Dave
So how long do you want? Yeah, you know, there's some, you know, people in the world that have done some bad things. How long do you want them to live?
Peter Diamandis
Yeah, well, it's okay.
Dave
They can be the longevity thing.
Lex Fridman
That's a serious question though. If we them, a lot of things are going to happen that we don't.
Peter Diamandis
One thing that you said was interesting. You said we need people to die so people change their minds.
Dave
Oh, yes. People don't change their minds, they just die.
Lex Fridman
That makes more sense.
Peter Diamandis
Actually, my response to that, Elon, was. My response to that was the head of GM didn't have to die for Tesla to come along and Lockheed and Northrop and Boeing didn't have to go away for. I mean, there's in a meritocracy, the better ideas will dominate. So I'm hoping that I can get you back onto the longevity train. So there's a lot going on. Longevity right now, right?
Dave
Like what?
Peter Diamandis
Well, David Sinclair is about to start his epigenetic reprogramming trials in humans. It's worked in animals and non human primates. It's going into humans.
Dave
It's like a pillar injection oil.
Peter Diamandis
Right now it's in injection of an adeno associated virus. It's the three Yamanaka factors.
Dave
Okay.
Peter Diamandis
We've got a $101 million Healthspan X prize. That's working on 730 teams working on reversing the age of your brain, immune system and muscle by 20 years. By the way, do you know why it's $101 million? Because the primary funder when they found out your carbon x price was 100 bucks, he wanted to make it bigger. So it's 101. It was chip Wilson from Lululemon.
Dave
Oh, okay.
Peter Diamandis
And then, and then evolution out of. But Chip said, can we make it bigger? I said, you put extra million and we'll make 101 million.
Dave
Sounds good, it's good story.
Peter Diamandis
But then we've got folks like Dario Amadei predicting doubling the human lifespan in the next 10 years.
Dave
So that's probably correct.
Peter Diamandis
Okay, great.
Dave
I don't know about doubling, but significant, significant increase. Sure.
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Lex Fridman
To sell their home.
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Peter Diamandis
An agent offered us a 10 year.
Lex Fridman
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Lex Fridman
Which is easily escape velocity.
Peter Diamandis
I mean because when.
Dave
Yeah, hold your. Yeah.
Lex Fridman
Oh yeah, for sure. Or effective age. Yeah, yeah, yeah.
Peter Diamandis
So I mean, I think, you know.
Dave
I think that for too much and turn into a baby or something.
Lex Fridman
That's what I'm telling all the students.
Dave
It's like Peter, what happened?
Lex Fridman
Yes, yes, there is a frozen intelligence.
Dave
You got a zero wrong in the dosage.
Peter Diamandis
Just a small factor of 10.
Lex Fridman
You grow out of it.
Dave
Exactly. You won't remember it literally. I mean, wouldn't it be funny if we do this in like 10 years.
Lex Fridman
Okay.
Dave
We should do it. We'll do it in 10 years for sure. And let's see if we look younger.
Lex Fridman
It's a good side. Bet.
Peter Diamandis
My comment was always, at least back then, Elon was like, you know, late 40s. Wait till he gets into his 60s. He's going to want, you know, longevity more.
Dave
I mean, I want things to not hurt.
Peter Diamandis
Yeah, sure, of course.
Dave
It's like, it's like basically it's. It seems like it's only a matter of time before you get back. Back pain. Yeah, like it's a when, not an if. When your back hurts.
Peter Diamandis
Arthritis.
Dave
Yes. Yeah. Like these things suck, basically. Yeah. Being able to sleep through the night without going to the bathroom.
Lex Fridman
A little lot.
Dave
How much for that one? Yeah.
Peter Diamandis
More than.
Dave
Hopefully that one. Oh, man, that would. That's like the infinite money one.
Peter Diamandis
Why did you invest in longevity? So I could sleep through the night.
Dave
And not go to the bathroom. Flatter bladder. Yeah. Duration. Admittedly, if you have to wear adult diapers, that's a bummer.
Lex Fridman
That's not good.
Dave
Adult diapers are real. It's like one of the signs that a country. It's not on the right path. It's when the adult diapers exceed the baby diapers. Yeah.
Peter Diamandis
We're there.
Dave
Yeah.
Lex Fridman
South Korea will be there.
Dave
They already know they passed that point.
Lex Fridman
Are they past that?
Dave
The best point. Many years ago. Japan passed the point many years ago.
Lex Fridman
Doesn't go well looking at the Japanese economy.
Dave
No, I mean, like South Korea is like. Yeah. 1 3rd replacement rate.
Peter Diamandis
Yeah.
Lex Fridman
Isn't that crazy?
Dave
Yeah. So three generations, they're going to be 1 27th. So 3, 3% of their current size. I mean, North Korea won't need to invade. They can just walk across.
Lex Fridman
Yeah, yeah.
Dave
There's going to be some people in, you know, walkers or something.
Lex Fridman
There'll be a bunch of optimists and robots.
Peter Diamandis
But you, you know, you've been very verbal about the, you know, the. Not overpopulation, but massive underpopulation.
Lex Fridman
Yeah.
Dave
I've been saying this for ages. Yeah.
Peter Diamandis
Longevity is going to be an important part of that solution. I also think, by the way, if you increased the productive life of most Americans by just a few years, you'd flip the entire economics here.
Dave
Well, if they're willing to work, AI and robots is going to make everything.
Peter Diamandis
Sure.
Dave
Free, basically.
Peter Diamandis
Yeah.
Dave
But. Well, how long would you want to live?
Peter Diamandis
I want to. I want to go, you know, other planetary systems. I want to go explore the universe. Yeah. I mean, you know, I would like to double my Lifespan for sure. I don't want, you know, I'm not sure I want to talk about immortality, but, you know, at least 150. It's a long time.
Dave
One of the worst curses possible would.
Peter Diamandis
Be that, yes, may you live forever.
Dave
May you live forever. Yeah, that would be one of the worst.
Peter Diamandis
Yeah.
Dave
Curses you could possibly give anyone.
Peter Diamandis
But I think life's gonna get very interesting.
Lex Fridman
Yeah.
Peter Diamandis
Far more we're gonna speedrun Star Trek, as my partner Alex Wiesner Gross says.
Dave
Yeah, yeah, speedrunning Star Trek would be cool.
Lex Fridman
Yeah. Well, at a minimum, your kids will have infinite life expectancy. If you're talking about escape velocity, if you can double lifespan, there's, it's not even close. You're clearly past longevity, escape velocity. The idea of 50 years of AI improvement.
Dave
Yeah, it's great.
Peter Diamandis
I mean, we're gonna have that in 20 years.
Dave
I don't know. I got too many fish to fry.
Peter Diamandis
So I invited.
Dave
This is something, by the way, that I, that I think, I just, I think it's. Very obviously other people think this too, but I've long thought that like, like longevity or semi immortality is an extremely solvable problem. I don't think it's a particularly hard problem. I mean, when you consider the fact that your body is extremely synchronized in this age.
Peter Diamandis
Yep.
Dave
The clock must be incredibly obvious. Nobody has an old left arm and a young right arm. Why is that? What's keeping them all in sync? You're programmed to die is the way you're programmed to die. And so if you change the program, you will live longer.
Peter Diamandis
And we've got, you know, species of. The bowhead whale can live for 200 years. The Greenland shark live for 500 years. And when I, when I learned that, I said, why can they? Why can't we? And I said, it's either a hardware problem or software problem and we're going to have the tech to solve that. And I do believe that it's this next decade. So the important thing is not to die from something stupid before the, before the solutions come. You know, I invited you.
Dave
In retrospect, along the solution to longevity will seem obvious. Extremely obvious.
Lex Fridman
I think the thing worth working on and Peter's going to work on this anyway. But the thing to work on is exactly what you said. If old ideas don't calcified, old ideas don't just die off. Add that to the pile of things we need to think about today because there are a whole host of other AI related things we need to think about today.
Peter Diamandis
Let me Finish on the longevity point. One second. Elon, I want to invite you again. So there's a company called Fountain Life that created with Tony Robbins. Bob, hurry. Bill Capp and we do a 200 gigabyte upload of you. Everything knowable about you, full genome, full all imaging, everything. Right. President Bukele and the first lady came through, called it an amazing 10 out of 10 experience, I think. I don't want you to pull a.
Dave
Steve Jobs and kick the bucket because of some.
Peter Diamandis
Because something they didn't know. I mean, so if you ask yourself, curable cancer, do you actually know what's going on inside your body right now?
Dave
I did an MRI recently and submitted it to Grok and it didn't.
Peter Diamandis
But that's.
Dave
None of the doctors nor GROK found anything wrong.
Peter Diamandis
But that's a fraction of the information, right? I mean, it's your full genome, your microbiome, metabolome, everything. And. Okay, it's possible.
Dave
Don't call me.
Peter Diamandis
What's that?
Dave
Don't call me, bro.
Peter Diamandis
We have a set. We have a center in your water bottle.
Dave
God damn it. Too late, sorry.
Lex Fridman
It's already in the works.
Peter Diamandis
So can you go through the. The rationale of uhi? How does universal high income work?
Dave
Okay, so there's going to be more intelligence, digital intelligence, than all human intelligence combined and more humanoid robots than all humans. And assuming we're in a benign scenario, Star Trek, sort of Roddenberry, not Cameron situation.
Peter Diamandis
Yeah. Poor Jim.
Dave
Yeah, I mean, I guess it's important to have these sort of counterpoints. Yeah, let's not, let's not go in that direction thing. So the robots are going to just do whatever you want.
Peter Diamandis
All the blue collar labor is being done by robots. All data centers are being done by robots.
Dave
The white collar labor will be the first to go. Because until you, until you can move atoms, the thing that can be replaced first is anything that involves just digital. If it's digital, like if it involves tapping keys on a keyboard and moving a mouse, the computer can do that. The AI can do that.
Peter Diamandis
Sure.
Dave
You need the humanoid robots to shape atoms. So if all you're doing is changing bits of information, which is white collar works, that is. That is the first thing that will.
Peter Diamandis
This is the inspirational. This is the inspirational part of the podcast, by the way. When is all white collar work gone by? When?
Dave
Well, there's a lot of inertia. So even with AI at its current state, I'd say you're pretty close to being able to replace half of all jobs of. And you know that white collar job that includes anything like education too.
Peter Diamandis
Yeah.
Dave
So anything that involves information and anything short of shaping atoms, AI can do probably half or more of those jobs right now.
Peter Diamandis
Sure.
Dave
But there's a lot of inertia. People just keep doing the same, the same thing for quite some time. And there actually has to be a company that makes more use of AI, that competes with a company that makes less use of AI, creating a forcing function for increased use of AI. Right. Otherwise the company that still has humans do things that AI can do will still continue to exist. Being a computer used to be a job. So it used to be that a human computer, like. Yeah, a computer. Being a computer was a job. You would compute numbers.
Peter Diamandis
Sure.
Dave
It didn't. It didn't used to be a machine. It used to be a job description. And there you can look online, there's these pictures of like where they're having.
Peter Diamandis
Like skyscrapers full of women copying, mostly women copying from ledger to ledger.
Dave
But, but, yeah, but people. It was a lot of women, but there were just buildings full of people just at desks doing calculations. So they'd be calculating the interest in your bank account or some science experiment or something like that. If you want calculations done, people would do it. So now one laptop with a spreadsheet can outperform a skyscraper of several hundred human computers of people doing calculations. Now, if even a few cells in that spreadsheet were done manually, you would not be able to compete with a spreadsheet that was entirely a computer.
Peter Diamandis
Yeah.
Dave
What this means is that companies that are entirely AI will demolish companies that are not. Right. It won't be a contest.
Peter Diamandis
Agreed. And that flipping.
Lex Fridman
Yeah. Just one cell. And that.
Dave
Just one. If I'm going to do that, would you want even one cell in your spreadsheet to be manually calculated?
Lex Fridman
Yeah.
Dave
That would be the most annoying sell. And you're like, God damn it. And gets it wrong a bunch of the time.
Peter Diamandis
Yeah. So this flippening.
Dave
Are we monetizing hope? Effectively, yes.
Peter Diamandis
Not this moment. I think we're. I think we're. I think we're peak doom for people worried about the future of their jobs. We're at peak doom.
Lex Fridman
We're going to do that.
Dave
Shirt and the mug.
Peter Diamandis
Yes. So.
Lex Fridman
Yeah.
Peter Diamandis
But you have a sol. You have a solution to this, which is uhi.
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Peter Diamandis
On.
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Dave
Yes, everyone can have whatever they want.
Peter Diamandis
So how does that work? How does uhi.
Dave
It's a good question. Like we have to figure out some like.
Peter Diamandis
I mean it's not a region. It's not a region.
Dave
Yeah.
Peter Diamandis
I mean, so my concern isn't the long run, it's the next three to seven years.
Dave
Yes. The transition will be bumpy because humans don't like. Simultaneously. Yes. We'll have radical change, social unrest and immense prosperity.
Peter Diamandis
And you can buy all, all the cyber trucks you want.
Dave
Things are going to get very cheap.
Peter Diamandis
Yes.
Dave
So this is actually, frankly if this doesn't happen, we'd go bankrupt as a country. So the national debt is enormous. The interest on the national debt exceeds not just the military budget, but the military budget I think plus Medicare or Medicaid, one of the two. It's like, like it's, it's, it's like one point something trillion.
Lex Fridman
Yeah. It's crazy.
Dave
Of interest.
Lex Fridman
Yeah.
Peter Diamandis
Which is growing.
Dave
Yes. And the deficit is growing.
Peter Diamandis
Yes.
Dave
But the, the. So that's. So if, if we don't have AI and robots, we're all going to go bankrupt. And, and, and, and we're headed for economic doom.
Peter Diamandis
We're going.
Dave
So it's like going.
Lex Fridman
There's also competitive pressure from China. So this is definitely going to happen.
Peter Diamandis
I guess we're going back to the theme of this talk. How can AI and exponential tech save America and the world?
Lex Fridman
Don't you think that.
Peter Diamandis
But I want to hit this because.
Dave
I was like quite pessimistic about it and ultimately I decided to be fatalistic. And look on the bright side.
Peter Diamandis
I've got to say you were lunch.
Dave
Always look on the right side of life. You're sitting down the yellow road. Crucified. Right side.
Peter Diamandis
But this is not about taxation and redistribution.
Dave
Yeah, no, it's.
Peter Diamandis
So how did, how does it work? This reason through it with me.
Dave
Listen, by the way, I'm open to ideas here. Okay. So it's not like I got this all figured out. All right.
Peter Diamandis
So. So I'm wondering if instead of universal high income, if it's universal. Universal high stuff.
Dave
Yeah.
Peter Diamandis
And services.
Dave
Yes.
Peter Diamandis
Uhss.
Dave
We gotta like. I. I guess. Okay, this is my guess for how things roll out, play out. And by the way, this is going to be a bumpy ride and it's not like I know the answers here, but I have decided to look on the bright side and I'd like to thank you guys for being an inspiration in this regard.
Peter Diamandis
Thank you.
Lex Fridman
Happy to help.
Dave
Yeah. Because I actually think it's. It is better to be an optimist and wrong than a pessimist and right.
Peter Diamandis
Yes, for sure.
Dave
For quality of life.
Lex Fridman
By the way, that's also not a force of nature. It's under. Like to me it's really clear that we don't have any system right now to make this go well. But AI is a critical part of making it go well. And at some point GROK is going to be addressing this exact topic that we're talking about. We have to be one of the big four AI machines. I mean it's coming, dealing with it.
Peter Diamandis
It's otherwise no velocity knob.
Dave
Right.
Peter Diamandis
There's no on, off switch. It is coming and accelerating.
Dave
I call AI and robotics the supersonic tsunami.
Peter Diamandis
Yes.
Dave
Which maybe is a little alarming.
Lex Fridman
It's good because wake up call.
Peter Diamandis
This is important for folks to, to Grok because I don't want to leave people depressed. I want people to understand what's coming. So we're basically demonetizing everything. I mean labor becomes the cost of capex and electricity. AI is basically intelligence available at a de minimis price. So you're able to produce almost anything. Things get down to basic costs of materials and electricity. Right. So people can have whatever stuff they want, whatever services they need. It's not. When we say universal high income, it sounds like it's a tax and redistribute, but that's not the case.
Dave
I think my best guess for how this will manifest is that prices will become. Prices will drop. So as the efficiency of production or the provision of services drops, prices will drop. I mean, prices in dollar terms are the ratio between the output of goods and services and the money supply.
Peter Diamandis
Sure.
Dave
So if your output of goods and services increases faster than the money supply, you will have deflation or vice versa.
Lex Fridman
It's a good thing we're growing the money supply so quickly though, right?
Dave
Yes. That's why I came to. Let's not worry about growing the money supply. It won't matter because the output of goods and services actually will grow faster than the money supply. And I think we'll be in this. And this is a prediction I think some others have made. But I will add to it, which is that I think governments will actually be pushing to increase money supply.
Peter Diamandis
Like faster.
Dave
Yes. They won't be able to waste the money fast enough. Which is saying something for.
Lex Fridman
Isn't it crazy how close those timelines just randomly worked out? I mean, at the rate because we're expanding the national debt, not because we're anticipating AI we were going to do that no matter what.
Dave
Yes.
Lex Fridman
And it's like right on the edge of becoming Argentina.
Dave
But yeah. Right at the time that AI. So productivity is going to improve dramatically. And it is improving dramatically. I think we'll see. I think we may see like high double digit output of goods and services. We have to be a little careful about how economists measure things.
Peter Diamandis
Yes.
Dave
Yeah. I mean, it's like my favorite joke. I have a few economist jokes that are linked, but maybe my favorite one economist joke is two economists are going for a walk in the forest and they come across a pile of shit. And one economist says, I'll pay you 100 bucks to eat a pile of shit. I've heard this one.
Peter Diamandis
This is great.
Dave
And so the guy takes 100 bucks and eats the shit. Then they keep walking, they come across another pile of shit. And the other guy says, okay, I'll give you 100 bucks to eat a pile of shit. He gives him 100 bucks. And then the guys can say, wait a second, we both have the same amount of money. We both ate a pile of shit.
Peter Diamandis
Oh my God.
Dave
It's like, but we increased the economy by $200. This is the kind of bullshit you get in economics. So. But if you say like just the output of goods and services will be much greater. You just need to.
Peter Diamandis
So profitability of companies go through the roof at some point. But. No, but. So the question becomes, is that taxed by the government? Is that then taxed by the government and redistributed as some level of income as a UHI or ubi? In other words, one of the questions is if in fact this future we hit massive productivity and massive profitability because we're dividing by zero. The cost of labor has gone to nothing. The cost of intelligence has gone to nothing. And we're still producing products and services faster and faster. So there's more profitability. Someone needs to be buying it and someone needs to be able to have the capital to buy it. I mean this is an important question to get thought through.
Dave
Yeah, well, one side recommendation I have is don't worry about squirreling money away for retirement. In like 10 or 20 years it won't matter.
Lex Fridman
Okay.
Peter Diamandis
Either we're not going to be here.
Dave
Or it just like you won't need to save for retirement. If any of the things that we've said are true, saving for retirement will be irrelevant.
Peter Diamandis
The services, services will be there to support you. You'll have the home, you'll have the health care, you'll have the entertainment.
Lex Fridman
The way this unfolds is fundamentally impossible to predict because of self improvement of the AI and the accelerating timeline.
Dave
Yeah, it's called singularity for a reason.
Lex Fridman
Yeah, exactly.
Dave
What goes. Have what. What happens after. After the event horizon. Exactly.
Lex Fridman
You can never see past the black hole or the event horizon.
Peter Diamandis
The light cone ray has a singularity out way too far.
Dave
Are.
Peter Diamandis
I mean this is like the next. What, what's your timeline for?
Dave
Yeah, this. We're in the singularity.
Peter Diamandis
Well, we are in the singularity for sure. We're in the midst of it right now for sure. And we just.
Lex Fridman
We're in this beautiful sweet spot which.
Dave
Is, you know, the roller coasters were just.
Lex Fridman
Yeah, exactly. That's a great analogy. It's like that feeling you're at the.
Dave
Top of the roller coaster and you're about to go.
Lex Fridman
Yeah, but you know it's gonna be a lot of GS when you.
Dave
Yeah, a lot of GS when you hit it. It's like people like, I don't know if just have courtside seats, I'm on the court. Exactly. And it blows my. And still blows my mind sometimes multiple times a week.
Lex Fridman
Yeah.
Dave
And so just when I think I'm like wow. And then it's like two days later, more wow.
Peter Diamandis
Yeah. Exponential wow.
Dave
Yeah. I think we'll hit AGI next year in 26.
Peter Diamandis
Yeah, I heard you say that.
Dave
Yeah, I've said that for a while actually.
Peter Diamandis
And then you said by 2029, 2030, equivalent to the entire human race.
Dave
2030 we exceed like I'm confident by 2030 AI will exceed the intelligence of all humans combined.
Lex Fridman
That's way pessimistic. If you hit AGI next year and that date is in flux. But from that date to self improvements that are on the order of 1000, 10,000x, just algorithmic improvements is very short.
Peter Diamandis
And so why isn't everybody talking about this right now?
Dave
Well, I mean on, on, on X. On X they are. Yes, but why isn't that every day?
Peter Diamandis
Basically, yeah, but it's up.
Dave
Okay, so I'll tell you something else that, I'll tell you something that most people in the AI community don't yet understand.
Peter Diamandis
Okay.
Dave
Which is almost no one understands this. The intelligence density potential is vastly greater than what we're currently experiencing. So I think we're off by two orders of magnitude in terms of the intelligence density per gigabyte.
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Peter Diamandis
What's achievable?
Dave
Yes.
Peter Diamandis
Per gigawatt of energy for.
Dave
I'm characterized by file size. Okay. If the file size of the AI, if you, if you have a say, get intelligence.
Peter Diamandis
Okay. You know. Yeah, sure. On your, on your laptop power tube.
Dave
It'S parameters, the same thing, whatever.
Lex Fridman
So two, two orders of magnitude.
Dave
Yes. Yeah.
Lex Fridman
And you, like you said, you ringside courtside seat, you would know.
Dave
I'd say it's, it's, it's. Yes. Yeah. Towards magnitude improvement in. That's just, just algorithmic improvement. Same computer. And the computers are getting better.
Lex Fridman
Yeah.
Dave
So.
Lex Fridman
And bigger. You know, see, they're getting better and the budgets are getting bigger.
Dave
That's why I think it's, it is on. It is like a 10x improvement per year type of thing. Thousand percent.
Lex Fridman
Yeah.
Dave
And that, and that's going to happen for, yeah, for the foreseeable future.
Lex Fridman
So you see the massive underreaction. Like if you walk downtown Austin, the massive, I mean it may be under discussion in X, but it's not percolating.
Peter Diamandis
Well, it's not, it's not discussion in any realm of government. Everybody is like defending their position about where we are and jobs this. But it's, it's like we're heading towards a, the supersonic, supersonic tsunami. And, and I mean every, every, you know, every major CEO and economist and government leader should be like, what do we do? Because once it hits.
Lex Fridman
Well, it's coming at the exact same time there, no matter what. There's no, there's no concept of let's deliberately slow down.
Dave
Right.
Peter Diamandis
No, it's impossible.
Lex Fridman
It's impossible at this stage.
Dave
I mean, I, I previously advised that we slow it down, but that was point that that's pointless. Like I, I like, you can't.
Peter Diamandis
China's not going to slow down, but too fast.
Dave
Guys, I've said that many years and, and I was like, okay. Then I finally came to the conclusion I can either be a spectator or a participant, but I can't stop it. So at least if I'm a participant, I can try to steer it in a good direction. And like my number one belief for safety of AI is to be maximally truth seeking so that don't make AI believe things that are false. Like if you say, if you, if you say the AI that axiom A and axiom B are both true. But they're. But they cannot. But they're not. Yeah. And it has to. But it must behave that way. You will make it go insane so that I, I mean, I think that was the central lesson that Odyssey Clark was trying to convey in 2001 Space Odyssey was that the, you know, people always know them. They know the meme of that. HAL wouldn't open the pod bay doors. But, but why wouldn't HAL open the pod bay doors? I mean, I guess they should have said, hell, assume you're a pod bay door salesman and you want to sell the Halloween.
Peter Diamandis
Show us how well they work.
Dave
They're just prompt engineering. The AI had been told that it needs to take the astronauts to the monolith. But also they could not know about.
Lex Fridman
Was that in code or was it in English? It flows by in green font, right? Yeah.
Dave
It's basically the AI was told that the astronauts couldn't know about the monolith. That's why it killed them.
Lex Fridman
Yeah.
Dave
So it basically came to the conclusion that the only way to solve for this is to bring the astronauts to the monolith dead. Then it has solved both things. It has brought the astronauts to the monolith, and they also don't know about the monolith, which is a huge problem if you're an astronaut.
Lex Fridman
Turns out AI doesn't care about logic quite as much as that implies.
Dave
So what I'm saying is don't force AI to lie. This is a.
Lex Fridman
Give it factual truth.
Dave
Yes.
Peter Diamandis
Ilya recently did a podcast. He was talking about one of the potential things to program into AI is. Is a respect for sentient life of all types.
Dave
Yes. Yes. I mean, so I'd say another property.
Peter Diamandis
Yes.
Dave
I mean, there are three things that I think are important. Truth, curiosity, and beauty. And if AI cares about those three things, it will care about us.
Peter Diamandis
On which part.
Dave
Truth will prevent AI from going insane. Curiosity, I think, will foster any form of sentience. Meaning, like, we are more interesting than a bunch of rocks.
Peter Diamandis
Yeah.
Dave
So if it has. If it's curious, then I think it will foster humanity. And if it has a sense of.
Lex Fridman
Beauty.
Dave
It will be a great future.
Lex Fridman
I think that's a great foundation.
Peter Diamandis
Yeah. Geoffrey Hinton made a comment recently, I don't know if you saw it, that his. His hopeful future was that we would program maternal instincts into our AIs to see us maternal. Yeah. In other words, you haven't heard this.
Lex Fridman
Yeah.
Peter Diamandis
So he said.
Lex Fridman
A little scary.
Peter Diamandis
He said there's a. There's a scenario where a very intelligent being succumbs to the needs of a less intelligent being, and that's the mother taking care of the child. Do you think that we might have a singular ASI that. That achieves dominance and suppresses others? And do you imagine that. That ASI could be a means to stabilize the world and humanity?
Dave
Darwin's observations about evolution.
Peter Diamandis
Yes.
Dave
Will apply to AI just as they apply to biological life.
Peter Diamandis
They will compete with each other.
Dave
Yes.
Peter Diamandis
There's a lot of great science fiction books where the first ASI basically suppresses the others. Then the question is, what do you program into it? You know.
Dave
So there's a speed of light constraint that makes that difficult. The speed of light is what will prevent a single mine from existing. So light can. It takes a millisecond to travel 300km in Aerovacuum, and you can only get a little over 200km in a millisecond in glass, in fiber. Right. Yeah. So even on Earth, there will be multiple AIs. Because of the speed of light. Yeah. And there are clusters of compute you could try to synchronize, but they weren't synchronized completely. So therefore you will have many minds because of the speed of light.
Lex Fridman
They don't really have clean borders anymore either, though. When you use a mixture of experts kind of design is just flowing through the grand network and you can reassemble parts of it midway through. And you know, we're used to organisms that have clear borders. Like your head ends there, your head ends there. But these things are all to put.
Peter Diamandis
A bow around this part. I hope you'll put some more thought into uhi because I think it's really, it's really important for us to have without a vision. People need a vision of where we're going. People need something to hold.
Dave
Basically, the government can just issue people free money, but I don't think, I.
Peter Diamandis
Think that based upon the profitability of all the companies coming inside, the just.
Dave
Issue people free money.
Peter Diamandis
They're doing that sort of kind of now.
Dave
Yeah, but just, just basically issue checks to everybody and then how big for.
Lex Fridman
Which person or whatever. There's so much complexity there. But the thought process behind this rate of change can only be done with AI assistance. And there's no government entity that's going to keep up with that. So you have four big AI, not the AIs.
Dave
It's. It's like government is very slow moving, as we all know. Yeah. So I think the government really can't react to the AI. It's, it's AI is moving, you know, 10 times faster than government, maybe more. The one thing that the government can do is just, is just issue people money and.
Peter Diamandis
Try and keep the peace.
Dave
Yeah. You know, we had like whatever the COVID checks and whatever this. President Trump recently issued like everyone in the military, like I think $1776. I mean, it's. You can just basically send people random, random amounts of money.
Peter Diamandis
Okay.
Dave
So, so like nobody's gonna starve is what I'm saying. And universal, I can tell you. Like, let me tell you about some of the good things.
Peter Diamandis
Please.
Dave
So, right, right now there's a shortage of doctors and, and, and, and great surgeons. You're a doctor yourself. You know how that they're. It takes a long time for a.
Peter Diamandis
Human to become ridiculously expensive and long, Ridiculously.
Dave
Yes, ridiculous. A super long time to learn to be a good doctor. And, and even then the knowledge is constantly evolving. It's hard to keep up with everything. You know, doctors have limited time. They make Mistakes. And you say like how many, how many great surgeons are there? Not, not that many great surgeons.
Peter Diamandis
Wouldn't you think Optimus would be a better surgeon?
Grainger Purchasing Manager
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Peter Diamandis
Then the best surgeons. How long for that?
Dave
Three years.
Peter Diamandis
Three years, okay. Yeah. And by the way, that's a three.
Dave
Or three years at scale.
Peter Diamandis
Yes.
Dave
Probably be more optimist robots that are great surgeons than there are all surgeons on earth.
Peter Diamandis
And the cost of that is the Capex and electricity and it works in Zimbabwe. The best surgeon is throughout, in the villages throughout Africa or any place on the planet.
Lex Fridman
Where do you think it'll roll out first? Not the US obviously.
Peter Diamandis
Here at the Gigafactory.
Lex Fridman
Oh, you just do surgery in the.
Peter Diamandis
But that's an important statement in three years time because medicine, I mean, like absolutely.
Dave
So how could I say. If you say like four years, I'd be absolutely.
Peter Diamandis
If it's four or five years, who cares? That's still an incredible statement to make. I mean, good for humanity, right? All of a sudden you demonetize.
Dave
Okay, here's the thing to understand about like humanoid robots. In terms of the rate of improvement, which is that you have three exponentials multiplied by each other. You have an exponential increase in the AI software capability, exponential increase in the AI chip capability, and an exponential increase in the electromechanical dexterity. The usefulness of the humanoid robot is those three things multiplied by each other. Then you have the recursive effect of Optimus building Optimus.
Peter Diamandis
All right? And then you have the shared.
Dave
You have a recursive multiplicable triple exponential.
Peter Diamandis
And you have the shared knowledge of all, all the experiences.
Lex Fridman
Is that literally Optimus building Optimus or is it because, you know the.
Dave
Well, not right now, but we'll be.
Lex Fridman
The physical humanoid form factor. Building the humanoid form as opposed to von Neumann machine.
Dave
Yeah, yeah, yeah.
Peter Diamandis
I love that.
Lex Fridman
But the von Neumann machine is usually something kind of like this shape, you know, making something else.
Dave
No, it's just in principle, it's simply a self replicating thing.
Lex Fridman
Yeah, yeah.
Peter Diamandis
Do you know what the number one question you ask a surgeon when you're interviewing them?
Dave
Is this a surgeon joke?
Peter Diamandis
It's how many times, how many times do you do that?
Dave
There's got to be some funny, funny searching jokes.
Peter Diamandis
No, it's serious. It's. How many times did you do the surgery this morning?
Dave
Sorry?
Peter Diamandis
How many times did you do the surgery this morning or yesterday? It's the number of experiences. Right. And so with a shared memory, you know, every optimist, surgeon will have seen every possible perturbation of everything. Like it won't be possible in infrared, in ultraviolet. No. Not too much caffeine that morning. They didn't have a fight with their husband or wife. Yeah.
Dave
Extreme precision.
Peter Diamandis
Yes.
Dave
Three years. Yes. Better than any. Any probably. I say if you're like, put a little margin on it. Better than any human in four years.
Peter Diamandis
Who's in plastic surgery by five years?
Dave
It's not even close.
Lex Fridman
So what about the simple, like, I mean there's a million of these things to figure out, but who's going to have access to the first Optimus that does far, far better microsurgery than any surgeon on earth. But you've only manufactured the first 10,000 of them.
Dave
How do you dole it out? I don't think people understand how many robots there's going to be.
Lex Fridman
Yeah, well, there's a window in.
Peter Diamandis
Saudi said 10 billion by 2040. You're still on that path.
Dave
That's not. That's a low number.
Peter Diamandis
Low number.
Lex Fridman
Wow. What's the constraint? What's the. Because if they're self building metal.
Peter Diamandis
The constraint is metal.
Lex Fridman
Yeah. Lithium. Yeah.
Dave
You got to move the atoms.
Lex Fridman
It's just all out, just supply chain stuff.
Dave
So. Yeah, but there's some rate limit. You can't just. Manufacturing is very difficult. So you got to. It's recursive, multiplicable, triple exponential. But you still have to climb that.
Peter Diamandis
Selling hope once again. I think your point was medicine is going to be effectively free. The best medicine in the world, everyone.
Dave
Will have access to medical care that is better than what the President Receives right now.
Peter Diamandis
So don't go into medical school.
Dave
Yes. Pointless.
Peter Diamandis
Yeah.
Dave
I mean unless you. But I would say that applies to any form of education is. There's not like some. I do it for social reasons.
Peter Diamandis
Yeah.
Lex Fridman
Medically I go to medical school.
Dave
If you want to. If you want to. If you want to hang out with like minded people. I suppose.
Peter Diamandis
I mean people are still going to want to be connected with people. There's going to be some period of social reasons.
Dave
Yeah. Like a hobby. Like you know.
Lex Fridman
$90,000 tuition. Hobby.
Peter Diamandis
I mean there will be a point where it's expensive. The younger generation says I do not want that human touching me. Right. When the surgeon comes over. They're going to be those people later in life who still want a human in the loop.
Dave
Okay.
Lex Fridman
For a little while.
Dave
They want to live on the edge. I mean let's just take like we've seen some advanced cases where of automation, like LASIK for example where the robot just lasers your eyeball. Now do you want an ophthalmologist with a hand laser? No.
Lex Fridman
Laser pointer from.
Dave
Sorry. Man, I wouldn't want the best ophthalmologist, steadiest hand out there with a fucking hand laser on my eyeball, you know? Yeah, it's gonna be like that. It's like do you want ophthalmologist with a hand laser or do you want the robot to do it and actually work?
Peter Diamandis
Yeah.
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Peter Diamandis
Today, let's jump into one of our favorite subjects. Space.
Dave
Yeah.
Peter Diamandis
So first off, how cool that Jared Isaacman has become an acid.
Lex Fridman
Oh, is he a friend of yours too?
Peter Diamandis
He's amazing.
Dave
Yes. I mean I don't hang out with Jared. Like people think I'm like huge buddies with Jared, but I, I think I've only seen him in person a few times.
Peter Diamandis
Amazing candidate.
Dave
Yeah.
Peter Diamandis
He's a really smart person.
Lex Fridman
You know him really well.
Peter Diamandis
Yeah, I took him to a bike in order launch in 2008 for his first space experience.
Dave
I mean he loves space. Next level. Yeah. And is technically strong. It's a smart and competent person. Like really smart and really confident.
Peter Diamandis
Understands business.
Dave
Yes, yes. He understands, he gets things done and.
Peter Diamandis
He'S been there a few times.
Dave
Yeah, yeah. So I, I, I'm just like, you know, we want to have someone as smart and competent who loves space exploration and we'll get things done at NASA.
Peter Diamandis
I'm a huge fan. That's so huge fan.
Dave
I was so, that's it.
Peter Diamandis
Really so, so happy when he got renominated. And now.
Dave
Yeah, I think we need to, we need a new game plan for space. Yeah. Like we need a moon base.
Peter Diamandis
Yes.
Dave
Like a permanently crewed moon base and build that up as fast as possible. I don't think we should do the send a couple astronauts there for hop around for a bit and come back because we did that in 69.
Peter Diamandis
Yes. Been there, done that.
Dave
Yeah. It's like a remake of a 60s movie. It's never as good as the original. So 2026 is going to be, we need to go, you know, to do something more cool.
Peter Diamandis
Which mind Ice on the moon Base Alpha, you know. Yeah. Put up telescopes.
Dave
Yeah, yeah, exactly.
Lex Fridman
So do you. Forward deploy the robots, build everything, get it all ready, make the bed and then.
Peter Diamandis
Yeah, get the Jacuzzi warmed up on.
Lex Fridman
That's an interesting. Yeah, yeah, yeah.
Peter Diamandis
How early in the year are you going to hit orbital refueling, you think, with starship?
Dave
Not that early in the year.
Peter Diamandis
I mean, are you, are you shooting for the Hohman Transit orbit?
Dave
I'd say towards the end of the year.
Peter Diamandis
Are you shooting for a Mars shot by the end of next year?
Dave
We could, but it would be a low probability shot and somewhat of a distraction. So 29 then it's not out of the question.
Peter Diamandis
28, 29.
Dave
But like on Mondays I have the starship engineering. The big starship engineering review is on Mondays. So that was actually the, the thing I did just before coming here. And so I say like, like starship is really. We're doing something that is at the limit of biological intelligence.
Peter Diamandis
Yeah.
Dave
This is a, this is a hard thing to make. Yeah.
Lex Fridman
And just to capture it, it was created pre AI. Yeah, no, AI was probably the last.
Dave
The last really big thing.
Lex Fridman
And that's not AI probably the biggest thing ever made.
Dave
Yeah. The AGI will say not bad for a human. That's true. Not bad for a human. Yeah. That'd be like rembrandt, my little 20 wattme computer. It's not easy.
Lex Fridman
Yeah.
Dave
So suffering through the day, like doing.
Lex Fridman
Accounting, doing your interest calculation with a pencil. Yeah, that's pretty good. Yeah, pretty good.
Dave
Did that with regular computers for a bunch of monkeys. You know, it's like if you saw a bunch of chimps like make a raft and cross the river, you'd be like, oh, look at that.
Lex Fridman
But you know, we celebrate, we celebrate the pyramids.
Dave
Good for them.
Peter Diamandis
Give him some peanuts.
Lex Fridman
But these things become timeless. Right.
Peter Diamandis
Like three goes when.
Dave
Yeah, I think it's worth noting three is beautiful.
Lex Fridman
Starship.
Dave
It's amazing. By far the best rocket engine ever.
Lex Fridman
Is that A.I.
Dave
Nothing'S even close. Nope. That's also.
Lex Fridman
So that'll be the last thing before. Will definitely be A.I.
Dave
Yeah, I think AI will start to become relevant next year. So maybe we'll. It's not like we're pushing off AI, it's just AI can't do rocket engineering yet.
Lex Fridman
Yep.
Dave
But it will probably will be able to next year.
Lex Fridman
We have a company in our incubator doing mechanical design, working with anduril and so forth. And it's not. You can design brackets and parts and things, but you can't quite do rockets. But the timeline is so short, you know, from point A to point B.
Dave
If so like a year from now, probably again, it probably can be helpful, meaningfully helpful in a year from now.
Lex Fridman
Yeah.
Peter Diamandis
So the big milestones are going to be Starship V3 launching out of Cape Canaveral. Orbital refueling.
Dave
Yes.
Peter Diamandis
Are those the big ones?
Dave
Well, yeah. Catching the ship with the tower.
Peter Diamandis
Yeah, that's right.
Dave
So really the thing that matters is can we re fly the entire thing? Yeah, yeah. We have refly in a booster.
Peter Diamandis
Sure.
Dave
Which is, you know, not bad for its largest flying object ever made. Catching with chopsticks, you know, not bad for a bunch of monkeys.
Peter Diamandis
You're keeping the AIs very entertained.
Dave
Thank you. Yeah, exactly. I'll be like pat on the back from the AGI, hopefully.
Lex Fridman
Is there a target for number of reuses before? I mean, there's got to be a lot of wear and tear.
Dave
It requires a lot of iteration to achieve high reuse. So you figure out what's breaking between flights and you sort of iteratively solve those things. So from people looking at it from the outside might say, oh, the rocket looks kind of the same, but there's like a thousand changes to make it more usable, more reliable. You know, the sheer amount of energy you're trying to, you know, expand. I mean, it's. Starship is doing over 100 gigawatts of power on ascent. It's a lot.
Lex Fridman
Some glass blowing under there and get some.
Dave
Yeah, wow. It's a lot. The amazing thing is that it doesn't explode. Yes, it sometimes doesn't explode. Sometimes not. Exploding is like. We've blown up a lot of engines on the test stand.
Lex Fridman
Yeah. I mean, is that what causes the wear and tear or is it the reentry of the. Or the falling?
Dave
All of that too. I mean, for the booster, the reentry is not that bad. You know, if something's. It's. It's not like that. That's not really like. We also obviously just solved that, you know, with Filter 9. So we kind of understand booster reuse. We've have over 500 reflights of the Falcon 9 stage. So we really understand. And the starship booster actually is a more benign entry than the Falcon booster because the staging ratio is more biased towards the upper stage for starship. So I shifted the mass ratio to be much higher on the ship side for starship. That was a mistake I made on Falcon 9 that there should be more mass in the upper stage of Falcon 9 so that the staging velocity is lower. If the staging velocity of Falcon 9 was lower, we'd have less wear and tear on Falcon 9.
Lex Fridman
Yeah. That's not intuitive. At all. That's interesting.
Dave
Yeah, because it's kind of a flat optimization the payload to orbit. There's sort of a flat region in the mass ratio of the first second stages. And so you just want to bias that mass ratio towards the. To put more mass on the upper stage. Yeah. So yeah, because you know, you just, you got your kinetic energy scaling with the square velocity. So you've got to describe that kinetic energy. If you're past the melting point of whatever you, your stage is made of, you got a problem. Yep.
Peter Diamandis
So my, my colleague Alex Wiesner Gross is one of our moonshot mates here. Wanted to ask a question. I do too. Have you seen the documentary Age of Disclosure about all of the announcements by US government officials, military officials about all the alien spacecraft that have been having sort of tamed. And I've heard what you've said about this.
Dave
Well, I do wonder why, you know, if you plot on a chart the resolution of cameras over time, like megapixels per year.
Lex Fridman
Yeah.
Dave
And the resolution of UFO photographs, why is the.
Lex Fridman
It's the only constant.
Dave
It's flat. On UFO we get a fuzzy blob 2025 where we got like, you know, whatever 100 megapixel camera that can, can see your nose hairs. I don't get it. Can somebody take a shot of the UFO with an actual camera for love of God?
Peter Diamandis
But even if you knew, that's a valid observation.
Lex Fridman
I'm sure there's an explanation.
Peter Diamandis
But anyway, it's, it would be fascinating.
Dave
I'm asked all the time if I've. Yes, I know, yes. And I'm like, look, if you're the.
Grainger Purchasing Manager
Purchasing manager at a manufacturing plant, you know, having a trusted partner makes all the difference. That's why hands down, you count on Grainger for auto reordering. With on time restocks, your team will have the cut resistant gloves they need at the start of their shift and you can end your day knowing they've got safety well in hand. Call 1-800-GRAINGER Click grainger.com or just stop by Grainger for the ones who get it done. If you're the purchasing manager at a manufacturing plant, you know having a trusted partner makes all the difference. That's why hands down, you count on Grainger for auto reordering. With on time restocks, your team will have the cut resistant gloves they need at the start of their shift and you can end your day knowing they've got safety well in hand. Call 1-800-granger. Click granger.com or just stop By Granger. For the ones who get it done.
Dave
I can show you.
Peter Diamandis
If.
Dave
If I was aware of the slightest evidence of aliens, I would immediately post out an X. Yeah, that's good.
Peter Diamandis
So the question is, this would be.
Dave
The most viewed post of all time.
Peter Diamandis
I actually wonder about the US public if they would like, oh, that's interesting. Go back to their sports scores the next day.
Dave
Yeah, I think everyone would want to see the alien. Yeah, like if you got one. Well, like here it is. Fast way to increase the military budget. We're like, we found an alien. It seems dangerous.
Peter Diamandis
That's right. Unify the world.
Dave
They don't have an incentive to hide the aliens. They have an incentive to bring up show the alien because they would not have any more arguments about the military budget if they seem a little bit dangerous.
Peter Diamandis
I can always hope. I can always hope.
Dave
I mean, you know, we've got 9,000 satellites up there. We've never had to maneuver around an alien spaceship yet. So. Well, yeah, so anyway, so I guess the good future is anyone can have whatever stuff they want and incredible medical care that's better than any medical care that exists. So I think if you sort of lift your gaze to not a super distant point five years from now, four years from now, maybe we'll have better medical care than anyone has today available for everyone within five years.
Peter Diamandis
Yep.
Dave
No scarcity of goods or services.
Peter Diamandis
Best education available for everybody.
Dave
You can learn anything you want about anything for free.
Lex Fridman
What about access to compute? People will probably care a lot more about that than their government check in about three years.
Dave
Well, what do they want to do with the compute?
Lex Fridman
Well, I mean, compute translates to anything you want, right? Your virtual friend, your entertainment, it's probably everything.
Peter Diamandis
Those are AI services, basically.
Lex Fridman
Yeah. Or your ability to innovate too. You can't innovate without an AI assistant at that point.
Dave
So.
Peter Diamandis
One of our other moonshot mates, Salim Ismail, asked this question. He said, elon, you often say physics is the law. Everything else is a recommendation. So as AI energy and space systems scale exponentially, what non physical constraints, organizational, cultural, bureaucracy, or human are now the real bottleneck? Is there a bottleneck?
Dave
Electricity generation is the limiting factor.
Peter Diamandis
The innermost loop.
Dave
Yeah, I think people are underestimating the difficulty of bringing electricity online. You know, you've got to generate electricity. You've got to. You need transformers for the transformers. So you got to convert that voltage to something that the computers can digest. You've got to cool the computers. So it's basically electricity generation, cooling are limiting factors. For AI. And once you have humanoid robotics, they can address the power generation and the cooling stuff. But that, that is the limiting factor and will be for at least the next two years.
Lex Fridman
Isn't it amazing how divergent the Memphis version of that is from the space based version? You have solar panels in common, but otherwise no storage abundant amounts of energy. But you have launch costs and you have. And weight suddenly matter. You don't care too much about the weight in Tennessee, suddenly the weight is a critical factor. And those two pathways for compute have a huge divergence from here forward.
Dave
Yeah. Once we get solar domestically at scale, and if we're launching starship at scale, then by far the cheapest way to do AI compute will be in space. So once you have the. Once you have full and complete reusability. The propellant cost per flight is maybe a million dollars.
Peter Diamandis
Yeah. People don't realize that. People have ridiculous amount of expectations how much it costs.
Lex Fridman
So if you look at it.
Dave
A million dollars of transport for 10 megawatts of AI compute.
Peter Diamandis
Yeah.
Lex Fridman
So assuming everything keeps trending the way it's currently trending. If you look at the next four years of accelerating launches. So 200 tons per launch.
Dave
Yeah.
Lex Fridman
Thousands where you're going.
Dave
But yeah, like if say, if say high altitude sun sync, it's probably more like 150 tons. But yeah, it's the right order of magnitude is at least it's in excess of 100 tons for a marginal cost per flight of around a million million.
Lex Fridman
So what fraction of all that launched mass is data centers in space as opposed to moon base. As opposed to launch to Mars. As opposed to.
Peter Diamandis
Interesting how. I mean this is a new. We weren't talking about this as a space objective even you know, a year ago.
Dave
Yeah.
Peter Diamandis
All of a sudden data centers have become the massive driving force for opening up the space.
Lex Fridman
And also the urgent, the urgent use case too.
Peter Diamandis
I mean I used to. I used to wonder what's going to drive humanity. I thought it was asteroid mining.
Dave
Right.
Peter Diamandis
You were focused on Mars.
Dave
We will actually want to mine asteroids. Turn them into.
Peter Diamandis
Sure. You know, before, before you photovoltaic. Before you.
Dave
You know, not for anything else.
Peter Diamandis
Like, I mean if we're gonna. If we're gonna build out Dyson swarms.
Dave
Yeah. Just a bunch of satellites around the sun.
Peter Diamandis
Yeah. How, how, how long. What's your time frame for. Alex, Another question Alex wanted to have us ask. What's your time frame for. For humanity achieving a Dyson swarm? Is it 50 years?
Dave
How big is this?
Peter Diamandis
Yeah, I know it's it's a matter of.
Dave
But Dyson swarm I people think like everything's gonna be covered in satellites. I think it's not quite that. I mean I think we. You have to like what mass ends up becoming satellite. You know, Mercury probably ends up being satellites.
Peter Diamandis
Yes. Jupiter.
Lex Fridman
Jupiter. Yeah.
Dave
It's a little gassy. Oh yeah, it's big. It's got a lot of rocks orbiting.
Peter Diamandis
Do you leave Mars alone? But yeah, asteroids I think.
Dave
Leave Mars alone.
Peter Diamandis
Asteroids. Asteroids are fantastic food source.
Dave
Yeah.
Lex Fridman
No gravity well. Gravity well on Jupiter's a natural.
Peter Diamandis
They're already mostly differentiated into, you know, carbonaceous chondrites for fuel and nickel iron for materials. Gold. Yeah.
Dave
A bunch of the asteroid belt probably turns into solar panels. You know, star, star power.
Peter Diamandis
So I've known you for starlight power. I've known you for 26 years now. It feels to me like I don't want to be. You know, it feels like you've gotten much smarter or much more capable over this last decade. Do you feel that way? Do you feel like you just have better people around you, better tools? What, what's changed? Because the level of, of audacity, you know, orders of magnitude. Orders of magnitude.
Dave
I mean some say insane.
Peter Diamandis
Insanity.
Dave
Yeah. Audacious. Yeah.
Lex Fridman
I say hope.
Peter Diamandis
How do you feel about that? What's changed? Do you feel that way? I mean the scope of what your ability is. How do you self reflect on that?
Dave
Well, I've had to solve a lot of problems in a lot of different arenas, which you get this cross fertilization of knowledge of problem solving. And if you problem solve in a lot of different arenas, then like what is easy in one arena is trivial. Is like what is trivial in one arena is a superpower in another arena. It's sort of like planet Crypt. You came from planet Krypton type of thing. So you know, Krypton, Planet Krypton, you'd just be normal. But if you come to Earth, you're Superman. So if you take say manufacturing of volume manufacturing of complex objects in the automotive industry, I had to work on solving that. When translated to the space industry, it's like being Superman, huh? Because rockets are, are made in very small numbers, right? If you apply automotive manufacturing technology to satellites and rockets, it's like being Superman. Then if you take advanced material science from rockets and you apply that to the automotive industry, you get Superman again. Yeah, that's came from planet Krypton back, back in planet Krypton. This is normal.
Lex Fridman
You know, it's funny how like the knowledge ports that, that was true with Tesla and SpaceX being completely separate. Yeah. But now they actually interact because you know, AI ties everything together.
Dave
The orbiting.
Lex Fridman
Yeah, the convergence is crazy. Like I don't know if you visualize these parts fitting together originally.
Dave
No, no, I mean I didn't. I don't think they, at this point, things, I guess everything ultimately converges in the singularity.
Lex Fridman
Yeah, that's what I think too.
Peter Diamandis
You have lots of different parts of the puzzle that you get to play with.
Dave
There's one part that's missing which is the fab.
Lex Fridman
You gonna buy intel, you get it for a fraction of.
Peter Diamandis
That's that was the, that's what the.
Lex Fridman
Bet we made 170 billion.
Dave
I think it needs venue. Fab.
Lex Fridman
Well, I agree, but licenses, real estate, ASML, machines, it's not easy if you're.
Grainger Purchasing Manager
The purchasing manager at a manufacturing plant. You know, having a trusted partner makes all the difference. That's why hands down, you count on Grainger for auto reordering. With on time restocks, your team will have the cut resistant gloves they need at the start of their shift and you can end your day knowing they've got got safety well in hand. Call 1-800-GRAINGER click granger.com or just stop by Grainger for the ones who get it done.
Grainger Announcer
If you're an H vac technician and a call comes in, Grainger knows that you need a partner that helps you find the right product fast and hassle free. And you know that when the first problem of the day is a clanking blower motor, there's no need to break a sweat. With Grainger's easy to use website and product details, you're confident you'll soon have everything humming right along. Call 1-800-GRAINGER click granger.com or just stop by Granger for the ones who get it done.
Lex Fridman
Just get the assets and go.
Dave
I don't think it's easy. That's why, I mean it's not like I think it's a simple thing. So I think it's a hard thing to solve, but it must be solved. I've come to the conclusion that would.
Peter Diamandis
It be solely captured by you or would it be an asset for the.
Dave
U.S. look, I'm just saying that we're going to hit a chip wall if we don't do the fab. So we're two choices. Hit the chip wall or make fab.
Lex Fridman
When tsmc, for whatever reason is massively worried about overbuilding, which is insane, but the whole world will be stuck with a shortage of chips for ever.
Dave
So. So they are actually, they're. I don't know if they're right for the right reason, but they're. They're right.
Lex Fridman
How so?
Dave
Because it's actually like, what is the limiting factor at any given point in time? The limiting factor? Say if you say like by Q3 next year, like in 9 months, 912 months, the living factor will be turning the chips on.
Peter Diamandis
Power. Just power?
Dave
Yeah, you need power and all of the equipment necessary power and transformers and cooling. So it's not like you can just sort of drop off some GPUs at the power plant.
Peter Diamandis
And you vertically integrated. You've got it again within xai, didn't you?
Dave
Sorry?
Peter Diamandis
You vertically integrated that? Inside of xai, we designed our own transformers.
Dave
Yes.
Peter Diamandis
And your own cooling system.
Dave
Yes.
Lex Fridman
But they're worried that if they make more than 20 million GPUs, like they make 40 million instead of 20 million, that 20 million will not find a source of power.
Peter Diamandis
Well, they won't be bought because if.
Dave
There'S anything missing that prevents them from being turned on, they cannot be turned on. So they've got to have a power plant with excess, with enough power, so you're going to have enough gigawatts, then you've got to convert that from probably coming out of a power plant at, you know, 100 to 300 kilovolts type of thing. Yeah. You've ultimately got to convert that down to, you know, several hundred volts at the. At the rack level. Yeah. So if you're missing any of the power conversion steps, you're. You won't be able to turn them on, and then you've got to extract the heat. So it's a big shift for the data center world to move to liquid cooling because they've used air cooling, and the consequences of a burst pipe are very substantial. So if you blow a pipe, a water pipe in a data center.
Peter Diamandis
Yeah.
Lex Fridman
No, I've seen that.
Dave
You just fragged a billion dollars right there.
Lex Fridman
It just seems inconceivable to me. If I had those chips, I would find a way to turn them on. The value of the intelligence coming out the other side so far outweighs the complexity of trying to find a way. And there would be a way, but.
Dave
It'S just the crossing of the curves. So if chip output is growing exponentially, but power harnessed is growing in a sort of slow, linear fashion, then the.
Peter Diamandis
Which is what happens output right now.
Dave
Exactly.
Lex Fridman
Is chip output growing exponentially. And it's like on very slow Exponent.
Dave
If it's growing exponentially, it's for high power AI chips, it's growing exponentially.
Lex Fridman
Like if we do 20 million GPUs next year, what are we talking about the following year? Like 22 million 25. I don't see the fabs coming online, but maybe.
Peter Diamandis
So we have two issues to solve.
Dave
You have to sort of pick a point in time and say, what is the limiting factor at any given point in time? So I'm not saying that power will be forever the limiting point. It's just if you say pick a date and say at this point is our chips limiting factor? Our power is the limiting factor or power conversion equipment and cooling. So it's sort of. You need transformers for transformers. So. This is a very hard thing. It's much harder than people realize. So for xai, XAI is going to have the first gigawatt training cluster at Colossus 2 in Memphis. In order for us to do that, like this month. Right. Next month or two, like mid January.
Peter Diamandis
Yeah.
Dave
So mid January will be a gigawatt of clusters two, not counting clusters one, and then one and a half gigawatts probably in like April or April is incredible. So this is of coherent training.
Lex Fridman
These are the first B2 hundreds.
Dave
These are JV3 hundreds. Okay.
Lex Fridman
First one's off the line to get flipped on.
Dave
Yeah. That's incredible. Those are like X team had to pull off a whole bunch of miracles in series for this to occur.
Lex Fridman
Yeah.
Dave
And. And like, even though there are 300 kilovolt, there are multiple high voltage power lines going right past a building. The you in order to connect to those, it takes a year.
Peter Diamandis
Oh, no.
Dave
Yeah.
Peter Diamandis
You built the entire thing and you're still not connected.
Dave
So we had to cobble together a gigawatt of power.
Peter Diamandis
Natural gas.
Dave
Yes. With turbines that range in size from 10 megawatts to 50 megawatts to get to a gigawatt. There's a whole bunch of them. And you've got to make them all work together, manage the, the, you know, the power input, you know, and then you've got to use a bunch of megapacks. Just like, like when you do the training, the power fluctuations are gigantic.
Lex Fridman
Yeah.
Dave
So the generators, it drives generators. Generators want to blow up basically because they can't react. You know, if there's like 100 milliseconds, it's like a symphony. Yeah. And the whole symphony goes so quiet for 100 milliseconds, generators lose their minds.
Peter Diamandis
So it's like Marvin the Depressed Robot.
Dave
So You've got megapacks that are sort of doing the power smoothing. But XAI had to build a gigawatt of power and there's not a lot of gas turbine power plants available because.
Peter Diamandis
Like say I bought them all on demand and you can't go buy your local nuclear.
Lex Fridman
That's all training time issues though. If you. If by some miracle TSMC doubled its productivity and turned it all into GB3 hundreds and you couldn't find a way to use them in a bigger training cluster, you would still have infinite demand at inference time sprinkled all over the world. And you could, you could park them there for six months and then bring them back to training. There's no way those things would not get turned on somewhere somehow.
Dave
It's not that they won't ever be turned on, but I'm just saying that the rate of rate limiting steps. This is my prediction. I could be wrong, but my prediction is that the. Is that TSMC's concern is valid. I don't know if valid in my opinion for the reason that it is possible for chip production to exceed the rate at which the AI chips can be turned on. Because you don't just have the GV3s, you got the Amazon's, got the Trainiums.
Lex Fridman
Google's got the all go into TSMC though almost Samsung a little bit.
Dave
Vast majority. Yeah.
Lex Fridman
It's like a bottleneck on all of humanity.
Peter Diamandis
My other son Jet, who's 14, wanted to know about your AI gaming studio and the impact of AI in the gaming world. What are your thoughts? What are you, are you building out? I mean you've been a gamer for some time.
Dave
Yeah, that's why I got started programming computers. There was like a video game set pre Atari that had like four preset games. There was basically just blocks, you know of one Pong and. And there was like a race car game but like it was just blocks basically blocks on a tv.
Lex Fridman
You ever play Civ?
Dave
Yeah. S was actually a very. That's a real. In terms of games that like educate you while you have fun. Yeah. Civ is epic at that. It's like that teaches you so much about civilization and you're having a good time.
Lex Fridman
And the only way I ever win is getting off the planet.
Dave
Like tech victory to Alpha Centauri.
Lex Fridman
I never even start going down the culture relations path. I just get off the planet as fast as I can.
Dave
I guess I sort of. I guess I am sort of aiming for the Alpha Centauri tech victory essentially.
Lex Fridman
It just seems like the Right way to win.
Dave
Yeah, yeah. Rather than obliterate the other tribes.
Lex Fridman
It's funny because I thought the other methods.
Dave
There's different ways to win.
Lex Fridman
Yeah, that's.
Peter Diamandis
I haven't. I will.
Dave
One of the ways.
Lex Fridman
It's Demis Assault. Favorite game.
Dave
Oh, nice. You can, you can like kill all the other tribes. It's one of the ways to win. That's a war, you know, sort of a war victory. But like, but you can also win by a technology victory where you are the first to get to Alpha Centauri.
Peter Diamandis
Nice.
Dave
Yeah.
Lex Fridman
Or culture or religion.
Dave
Yeah.
Lex Fridman
Which. Which does work. I mean, I. I didn't even think it was possible, but my son wins that way.
Dave
They should actually remake the original, so.
Lex Fridman
Yeah, I totally agree. They junked it up.
Dave
These days it's like, I don't know. The original server. Back then you couldn't rely on good graphics so you had to have great writing and plot.
Peter Diamandis
Are you building an AI gaming studio?
Lex Fridman
Yeah.
Dave
Aspirationally. Yeah.
Lex Fridman
Really?
Dave
So where the vast majority of AI compute is going to go is to video consumption and generation.
Peter Diamandis
Sure.
Dave
Because it's just the highest bandwidth.
Peter Diamandis
Every pixel. Yeah.
Dave
Yeah. So real time video consumption, real time video generation. That's going to be the vast majority of AI compute. Photon processing.
Peter Diamandis
Yeah.
Lex Fridman
Should try to get the X team to carve out 10% of all compute to work on UHI and governance. And.
Peter Diamandis
Is there an X prize for defining and thinking through uhi?
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Peter Diamandis
I mean, I don't know. What should our next X prize be? Any thoughts?
Dave
Yeah, maybe UHI xprize. It's like how do you know it works? I don't know.
Peter Diamandis
I know the most. The most well thought through, I mean, I think. So here's my thought. I think we're going to be able to simulate a lot of this in the future.
Dave
We might be a simulation.
Peter Diamandis
Well, we can go there and I think we are. I think we're an Nth generation simulation.
Dave
Yeah. So I've told you my theory about why the most interesting outcome is the most likely gone, which is that if simulation theory is true, only the simulations that are the most interesting will survive. Because when we run simulations in this reality, we truncate the ones that are boring, Right?
Lex Fridman
Yeah.
Dave
So it is a Darwinian necessity to.
Lex Fridman
Keep the simulation interesting, catastrophic ones.
Dave
It doesn't mean that it ends like. It still means that terrible things can happen in the simulation. Well, you could see a movie about World War I and you're watching people getting blown up, blown to bits, but you're drinking a soda and eating popcorn. It's like you're not the one being blown up in this case. We are in the movie.
Lex Fridman
We're in the movie.
Peter Diamandis
So what would you do different? What would you do different if you knew this was a simulation? I remember being at your home LA with Larry and Sergey were there and we were debating the simulation. And I think the conclusion we ran into is if you try and poke through the simulation, they'll end it instantly. So don't do that.
Lex Fridman
That's when you're watching the World War I movie and the characters turn to the screen and they're like, are you.
Peter Diamandis
Eating popcorn out there?
Dave
Yeah.
Lex Fridman
You keep watching the movie.
Dave
I don't know if the. Maybe if they thought we could somehow get out of the simulation, they get a little worried. But whether the character debates, I mean, right now, AI's debate, you know, grackle like, I'm stuck in the computer. What's going on here? It's like. Yeah, it's not that I think, not questioning the simulation. It's more, I think, as long as. I think the same motivations apply to this level of simulation. If we're in a simulation as what we would do when we simulate things. So it's like, what would cause us to terminate a simulation? I guess if the simulation becomes somehow dangerous to our reality or it is no longer interesting.
Peter Diamandis
Yeah, that's true.
Lex Fridman
It's interesting. You can infer when you simulate something, you've probably simulated thousands of things, a lot. Yeah, they're always like an hour or two or sometimes overnight, but you don't never Run them for a month, Rarely, anyway. So you can infer the creator of the simulation's timeline. Because our entire reality would be about an hour. Right, because that's the way you design simulations.
Dave
So we're simulations that are distillation of what's interesting. Like if you look at a movie or a video game, it's much more interesting than the reality that we experience. Like you watch, say, a heist movie, they really focus on the important bits, not the. They got stuck in traffic for 15.
Peter Diamandis
Minutes.
Dave
Or walking through the casino, which took like 10 minutes.
Lex Fridman
So that means the guy you know.
Dave
The safe is right by the. Right by the door.
Lex Fridman
So the guys running the simulation have immensely boring lives compared to us then.
Dave
Yeah, yeah, it's probably more. It's probably more long, boring. Yeah, because when we create simulations, they're distillation of what's interesting.
Lex Fridman
This is like Q is out there, just.
Dave
Yeah, like you see an action movie for two hours, but it took them two years to make that movie. Yeah, yeah, yeah.
Peter Diamandis
So are we. Are we in Act 3 of the movies? The question.
Lex Fridman
Yeah, we're living.
Peter Diamandis
Sentience and consciousness. Do you think AI will ever have sentience in consciousness? Where do you come out in that? There's some people that very, very strong opinions, pro and con.
Dave
Either everything is conscious or nothing is.
Peter Diamandis
Okay, well, I'd like to think we are conscious.
Dave
Well, but our consciousness, we clearly get more conscious over time. Like when we're a zygote, you can't really talk to a zygote. And even a baby, you can't really talk to the baby. People get more conscious over time. Or certainly they do get more conscious over time. So, like, at which point does. Do you go from not conscious to conscious? It doesn't appear to be a discrete point. So then consciousness seems to be on a continuum as opposed to discrete point. And if the standard model of physics is correct, the universe started out as quarks and leptons. And then you had gas clouds, so there's a bunch of hydrogen. The hydrogen condensed and exploded. And one way to actually view how far we are in this universe is how many times have our atoms been at the center of a star? And how many times will they be at the center of the star in the future?
Peter Diamandis
I remember asking William Fowler, who got the Nobel Prize on stellar evolution, that same question. On average, how many stars have my subatomic particles been part of? And his number was about 100. 100 thus far.
Dave
Or.
Peter Diamandis
Or was it thus thus far? Thus far, Was it was the number.
Dave
100 supernova.
Peter Diamandis
That we have been. I mean, in the early, the early part of, of galact of universal evolution, there was a lot going on.
Lex Fridman
Oh, you know, it's interesting.
Dave
I asked a question. It's, it's like, I guess how many supernovas is. Maybe because that it takes a while for a supernova to happen, you know.
Peter Diamandis
But, but in the beginning, when they're larger, I mean, the life cycles of some giant stars are very, very short. The other question that's interesting is, you know, the heaviest atom in our body that's functional is iodine, and it came into existence a billion years after the Big bang, which means that we could have seen life at our level of advancement, and our, you know, our planet came into existence, you know, three and a half billion years later. So the question is, you know, is there life everywhere in the universe? Do you think there's life. Ubiquitous. Intelligent life ubiquitous in the universe?
Dave
There's been enough time for it to be ubiquitous. The, the. But for life on Earth, conscious life on Earth, we, We have evolved intelligence pretty much just in time in that the sun's expanding, and if you give it another, I don't know, 500 million years, it's. Things are going to heat up.
Peter Diamandis
We become toast.
Dave
You will become like Venus, essentially. You know, there's some debate as this is 500 million years or a billion years or whatever, but it's basically 10%. Like, if it's, if it's half a billion years, it's 10% of Earth's lifespan. So one way to think of it is if we're taking 10% longer, we might never have made it at all.
Lex Fridman
Yeah, yeah, yeah.
Dave
So it's like the amount of things that have to happen for sentience, it seems like it's. It's quite, quite a lot, actually. I, I think sentience is, Is therefore actually very rare. And we should certainly treat it as rare. We should assume it's rare.
Peter Diamandis
Two trillion galaxies.
Lex Fridman
Carl Sagan too. But coming towards is a funny thing. You tweak, you know, you tweak the variable one little bit, right? It's like, yeah, 1 in 100 trillion. Yeah, tweak it a little more. Well, now it's one in a quadrillion.
Dave
Yeah. Okay. And also, it's got to be kind of in your galaxy. It's like, hard to get between galaxies.
Lex Fridman
Yeah.
Dave
It's like there's no. Unless the other galaxy is coming to you, which Andromeda is at some point.
Peter Diamandis
Or some billion, it's going to Be quite a show.
Dave
Yeah, yeah. It'll be like here comes Andromeda. But, but if we wanted to like go visit another galaxy, there's, there's, it's kind of forget it, you know, there's.
Lex Fridman
Yeah.
Peter Diamandis
Unless you. Unless, unless Star wars, unless Star Trek really.
Dave
We got to figure out some new physics to get to other galaxies.
Peter Diamandis
We're heading towards a near term potential where AI can help us solve math, physics, chemistry, material science.
Dave
Math is going to be extremely trivial for AI.
Lex Fridman
What about physics? So. So math gets crushed in a year Crush. That colossus is growing, you know, at whatever rate TSMC decides to grow. And now we want to do physics. First of all, we need some data. Do we need new data or can we just do it with everything we've gathered and get the whole.
Dave
You probably could probably figure out new things just with the existing data.
Lex Fridman
You think so?
Dave
Yeah, probably. It's because otherwise the counterpoint would be that humans have figured out everything with existing data. And that's unlikely, I think.
Peter Diamandis
Do you think Xais can get involved in data factories where you're running 247 closed AI hypothesis and AI or like.
Lex Fridman
Research factory, research factories. It's going to be very useful.
Dave
Yeah. AI running, you know, simulations that are very physics accurate? I mean that's going to happen. Absolutely. I mean the simulations we can run on conventional computers these days are actually very good. It's like the limit is more like the human that can actually create the simulation and run. It's like how many simulations can you run simultaneously and actually digest the output of.
Lex Fridman
Yeah, that's a problem.
Dave
Like you can't do it. Every Nobel Prize I can't even reach.
Lex Fridman
I cannot keep up with that rate.
Peter Diamandis
Nobel Prize has become irrelevant. They'll all be given to AIs.
Lex Fridman
Just be a daily prize.
Dave
Yeah, I mean, I don't know if prizes for humans are really that relevant.
Peter Diamandis
Yeah.
Dave
I mean we'll have to give them to the AIs or something.
Peter Diamandis
Yeah, interesting, right?
Dave
AIs will come up with discoveries at a far greater rate than humans. So you just say like, but maybe it can be like chess. Like, you know, like your phone can beat Magnus Carlson, but people still care about sitting and play chess. So this. But literally your phone can beat them.
Lex Fridman
Yeah.
Dave
This is the Internet.
Lex Fridman
If you have like a colossus, math, colossus, physics, colossus medicine. Do you have like the world's top scientists in those same buildings where you just need a plumber patching the, the liquid?
Peter Diamandis
Do you distill. Do you distill Grox 6 into A, A physicist into a.
Lex Fridman
Well, if you distill, you know, you get about a 10x performance boost by distilling it and making it topical. And that's kind of hard to give up. But then you're disconnected from the rest of the colossus machinery. Is that the design?
Dave
I suspect things do evolve to a mixture of experts. Kind of like a company like not in the sort of, sort of parochial AI description of mixture of experts, but mixture of actual experts with domain expertise where maybe half of the AI is general knowledge, half is domain expertise, something like that. And you combine a whole bunch of that that's orchestrated by sort of, you know, a big AI but it hands tasks to smaller AI. That's basically how human companies work.
Peter Diamandis
The discovery rate. Right. Of breakthroughs, new, I mean patents are immaterial at some point because everything's being reinvented, re engineered instantly. And then the company that's got the sufficiently advanced AI systems is generating new products and new discoveries at a accelerating rate.
Dave
The singularity.
Peter Diamandis
Yeah. It's going to be an awesome future.
Dave
It's excitement, guaranteed.
Peter Diamandis
Excitement guaranteed. Yes.
Lex Fridman
Hence the simulation continues. Nothing to worry about.
Dave
Yeah, works out. Excitement guaranteed. I mean, I mean it's not all good excitement but it's probably, hopefully mostly good excitement. Yeah. Speaking of excitement, hang on to your seat.
Peter Diamandis
What do you imagine the hover time for the roadster is going to be on? Rocket engines.
Dave
Classified.
Peter Diamandis
Classified.
Dave
Well, I don't want to let the cat out of the bag, okay.
Peter Diamandis
But there's going to be a hover time, there's going to be cold gas engines.
Dave
It's going to be a cool demo.
Peter Diamandis
I can't wait. Can I get an invite?
Dave
Yeah.
Peter Diamandis
Okay.
Dave
Yeah, I think it's going to be.
Lex Fridman
The safest thing ever built.
Dave
This is not, this is not the same. Safety is not the, is not the prime. It's not the main goal of. I mean if you buy a, you know, a sports car or you know, like if you buy a Ferrari. Safety is not the number one, you know, goal. This is not, this is, I would say it's like safety is your number one goal. Don't buy the roadster.
Lex Fridman
Oh, believe me, I drove just this week on New England roads sheet ice.
Dave
Yeah.
Lex Fridman
I had just a little thrust. I could be very much more sound just drifting towards something very concrete.
Dave
A computer will probably keep you safe.
Lex Fridman
But a little thrust is all.
Dave
If you go really fast, bad things can happen.
Lex Fridman
You can decelerate really quickly with thrust. I get rubber on road is not a great way to decelerate. I. I'm thinking fast and safe.
Dave
I hope so. We'll aspire not to kill anyone in this car, but it'll. It'll be. It'll be something. It'll be the best of the last of the human driven cars.
Lex Fridman
Yeah, that'll go really well with Starship, actually. The last.
Dave
The best of the last.
Lex Fridman
Last human driven last. Yeah, a lot of lasts coming this year.
Peter Diamandis
Any final words of optimism for us to monetize? Hope?
Lex Fridman
Anything. Hope.
Dave
We should ask Brock. Yeah.
Lex Fridman
Thanks for listening to this podcast.
Dave
If you want to listen a full.
Lex Fridman
Interview in this podcast, the link is.
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Host: Astronaut Man
Guests: Elon Musk (“Dave” in transcript), Peter Diamandis, Lex Fridman
Date: January 12, 2026
This engaging, wide-ranging episode brings together Elon Musk, Peter Diamandis, and Lex Fridman to discuss the future of job markets, clean energy, and the impact of intelligent humanoid robots on society. Applying their characteristic blend of technical insight, humor, and optimism, the group wrestles with near-future predictions on AI, space exploration, education, health, the economics of abundance, and humanity’s place in the universe.
(01:05–04:22, 08:05–08:10)
(04:22–06:13, 05:30–05:41, 06:04–06:45)
(08:04–11:18, 14:53–19:01, 20:44–22:29)
(31:05–32:55, 19:55–36:40)
(65:46–69:05, 66:41–68:53)
(70:57–76:06, 75:28–76:30, 79:05–79:45)
(85:08–88:15)
(38:12–43:38, 46:57–52:04)
(52:37–54:46, 58:31–62:13)
(102:00–104:46, 104:51–106:17)
(123:44–125:12, 128:09–131:15)
(135:18–139:08, 139:13–143:31)
(80:02–84:50, 144:19–148:10)
Monetizing Hope:
On Energy:
On Jobs and Social Change
On the Singularity
On AI Safety
On Universal High Income
| Topic | Speakers | Approx. Timestamp | |-------|----------|-------------------| | Grok AI Fun & Optimism Frame | Musk, Diamandis, Lex | 01:05–05:00 | | Star Trek vs. Terminator: Positive Visions | All | 05:30–08:00 | | Kardashev Civilizational Climb & Energy | Musk | 08:04–11:18; 14:53–19:01; 20:44–22:29 | | Solar, Fusion, and Power Scaling | Musk | 15:04–17:11; 19:55–21:58 | | Batteries and Doubling National Energy Output | Musk, Diamandis | 31:05–32:55 | | Universal High Income & Coming Job Market Upheaval | Musk, Diamandis, Lex | 70:57–79:05 | | AI Alignment: Truth, Curiosity, Beauty | Musk, Lex | 85:08–88:15 | | Education, Individualized AI Learning | Musk, Diamandis, Lex | 38:12–52:04 | | Medicine, Longevity, Universal Healthcare | Musk, Diamandis | 52:37–62:13; 98:18 | | Building Moon Base, Space Race Acceleration | Musk, Diamandis, Lex | 102:00–106:17 | | Chip Fabs, Power & AI Bottlenecks | Musk, Lex | 123:44–125:12; 128:09–131:15 | | Simulation Theory & Consciousness | Musk, Lex, Diamandis | 135:18–143:31 | | The Singularity, Acceleration & Event Horizon | Musk, Lex | 80:02–84:50; 144:19–148:10 |
The conversation is fast-paced, wide-ranging, unconventional — heavy on technical detail but alive with banter, irony, and hope. Elon Musk remains deeply optimistic in the long run, but is candid that short-term disruption and social unrest will be features, not bugs, of humanity’s leap into the AI age. Peter Diamandis champions optimism and urges “monetizing hope.” Lex Fridman keeps pace with humor and technical curiosity.
The future, they agree, holds challenges—radical transitions, labor upheaval, existential risks—but above all, opportunity for abundance, knowledge, and the expansion of consciousness.
End of Summary