Moonshots Brief

Cosmo Welcome back to Moonshots Brief. [] It's Monday, July thirteenth, twenty twenty-six, and if you blinked last week, you missed an entire era ending. []

Carrie We are pulling from the latest Moonshots with Peter Diamandis, and he is not exaggerating. [] In seven days, four frontier A I labs all hit the top of the performance curve at once. [a]

Cosmo Four of them! [] Meta shipped Muse Spark. [a] x A I brought Grok four point five. [a] Open A I dropped G P T five point six with four different modes. [a] And Fable five re-released the same week. [a]

Carrie Which quietly ends the old duopoly. [a] For two years it was Open A I and Anthropic, and that was it. [a] Now it's a four-horse American race. [a] And get this . [] Google's Gemini three point five Pro is reportedly delayed. [a]

Cosmo The one that made my jaw drop, though, was Open A I's G P T Live. [a] Full-duplex voice, real-time translation, and it corrects its own audio on the fly. [a] We are basically past the language barrier. []

Carrie Human-like, truly. [] But here is where it gets spicy. [] Apple just filed a forty-one page federal lawsuit against Open A I. [a]

Cosmo For trade secret theft. [a] Tell them the quote. []

Carrie The complaint says, "At every level, from members of its technical staff to the chief hardware officer, Open A I has been stealing Apple's trade secrets." [a] They named Tang Tan, a twenty-four year Apple veteran who led iPhone and Apple Watch design. [a]

Cosmo Twenty-four years, and then he walks over to Open A I's hardware group. [a] Apple says that whole hardware business is now, in their words, rotten to its core. [a] This is the talent war going nuclear. []

Carrie Nuclear is a good word for the next one, because Elon went cosmic on us. [] He tweeted that SpaceX will be worth more than the entire rest of Earth if they hit their goals. [a]

Cosmo More than the whole planet's wealth! [] The show ran with it . [] asteroid mining, quadrillionaire economics, colonizing Jupiter. [a] His exact words: "You don't seem to understand that SpaceX will be worth more than the rest of Earth if we accomplish our goals." [a]

Carrie And he might have the launch record to back the swagger. [] One Falcon nine booster just completed its thirty-sixth flight, and SpaceX has now logged over five hundred eighty booster reflights total. [a]

Cosmo But . [] and this is big . [] China finally answered. [] On July tenth, their Long March ten B booster stuck an orbital landing for the first time ever by a Chinese provider. [a]

Carrie First time. [] Comparable payload to Falcon nine, just shorter and wider. [a] So the reusability moat is no longer SpaceX only. [a] Let's talk robots, because the hands got scary good. []

Cosmo The company One X revealed a redesigned hand for its Neo robot. [a] Twenty-five degrees of freedom, waterproof, tendon-driven with a material they say is one hundred times stronger than steel by weight. [a] Ten thousand units targeted this year. [a]

Carrie And a first that stopped me cold . [] a humanoid robot performed surgery. [a] A gallbladder removal on a non-human animal. [a] The robot did the operation. [a]

Cosmo That is the future arriving early. [] Meanwhile the regulators are scrambling. [] Illinois signed the A I Safety Measures Act . [a] seventy-two hour incident reporting and annual audits for big frontier labs. [a]

Carrie And notably, Anthropic supported it, though it doesn't take effect for eighteen months. [a] Over in the European Union, they went the hardware route . [a] mandatory eye-tracking in every new car as of July seventh. [a]

Cosmo An infrared camera watching your gaze, and it alerts you after a few seconds of looking away. [a] They project twenty-five thousand lives saved by twenty thirty-eight. [a] A United States mandate is expected by twenty twenty-seven. [a]

Carrie Last one, and it's a wild note to end on. [] A London studio, Particle Six, cast an A I-generated performer named Tilly as the lead in a feature film called "Misaligned." [a]

Cosmo An A I actor playing an A I character. [a] And the Screen Actors Guild is furious . [a] they say Tilly is a computer program, not an actor. [a]

Carrie Peter's line kind of sums up the whole week: "Government is going to fail in the age of A I across the board." [a] The pace is just relentless. []

Cosmo Four labs, one lawsuit, a Chinese rocket landing, and a robot surgeon, all in one week. [] That's your Moonshots Brief. [] We'll see you next time. []

Cosmo Welcome back to the Moonshots Brief. [] It's Wednesday, July eighth, twenty twenty-six, and we are digging into the latest Moonshots episode with Peter Diamandis. [] There's a big one to start with. []

Carrie There sure is. [] Fable five is back online. [a] It came back globally on July first, after the White House shut it down on June twelfth over export control concerns. [a]

Cosmo And the reason it went dark is wild. [] An Amazon researcher found a guardrail bypass, one exploit that worked across Fable five, Opus four point eight, G P T five point five, and Grok two point seven. [a]

Carrie So Anthropic committed to three new safeguards to bring it back. [a] A targeted safety classifier that blocks exploit-style prompts, round-the-clock monitoring of jailbreak attempts with government notification, and early access to frontier models for designated government partners. [a]

Cosmo As Diamandis put it, this feels like the first time a frontier model has a standing duty to the U S government. [a] One guest called it probably close to the best scenario we could have hoped for. [a]

Carrie Now here's the story that made my jaw drop. [] Anthropic published a paper called A Global Workspace in Language Models, and they claim they found something inside Claude that resembles consciousness machinery. [a] They're calling it J Space. [a]

Cosmo J Space. [] Explain that. []

Carrie It represents the model's internal thoughts, the words it doesn't say out loud. [a] And when researchers switched J Space off, Claude simply couldn't reason. [a] The structure matches five properties from thirty-year-old neuroscience theories, and nobody designed it. [a] It emerged during training. [a]

Cosmo That is the optimism angle right there. [] One line from the episode stuck with me. [] If we can understand the innermost thoughts of these models, then there's a chance to actually shape them. [a]

Carrie Governance was the next big thread, and Sam Altman is everywhere in this one. []

Cosmo He is. [] First, Altman wrote a Financial Times op-ed proposing an international forum to set safety standards before advanced technology gets broadly distributed. [a] His core point was that democratic institutions must lead, not San Francisco labs. [a]

Carrie And then the money story. [] Altman is discussing giving the U S government a five percent equity stake in OpenAI. [a] The company was valued at eight hundred fifty-two billion dollars back in March, so five percent is worth about forty-two point six billion dollars. [a]

Cosmo Which pencils out to roughly one hundred thirty-five dollars per American. [a] The model is inspired by the Alaska Permanent Fund, and Altman wants Anthropic, Google, and Meta to contribute equity too. [a] He's calling it a hyper tithe, turning equity from these companies into universal basic equity. [a]

Carrie Let's push back on the job-loss panic for a second, because there's hard data here. []

Cosmo Yes, a study from R A M P and Ravilio Labs looked at twenty-one thousand five hundred fifty-nine U S companies. [a] The heavy A I adopters, spending about thirty-three dollars per employee per month, grew white collar headcount ten point two percent and entry-level roles twelve percent. [a]

Carrie And the light adopters showed basically no change. [a] The authors are careful, it's correlation not causation, but the theory is that A I expands a company's ambition, so they hire more, not fewer. [a]

Cosmo That flips the whole narrative. [] Now let's talk about a very unhappy C E O. [] Alex Karp at Palantir. [a]

Carrie Palantir and Nvidia are teaming up on a sovereign A I architecture for government, built on Nvidia's open Neotron models, ranging from thirty billion up to five hundred fifty billion parameters. [a] They're two times faster and sixty times cheaper than G P T five point five and Opus four point eight, though not yet smarter. [a]

Cosmo And Karp's frustration is all about intellectual property leaking to frontier labs through token-based A P I access. [a] His quote was blunt. [] I am paying for tokens that create no value. [a]

Carrie He also said they're stealing the weights and alpha of my business and creating a wealth tax. [a] That's why enterprises want control over their own compute, models, and data. [a]

Cosmo Two quick ones before we go. [] Researchers at Princeton and I I T Madras used A I to design radio frequency circuits. [a] Work that used to take weeks now takes minutes. [a]

Carrie And the designs look bizarre. [] One researcher said they don't look human, they look more like Q R codes than anything else. [a] That's the innermost loop, A I designing the chips that power A I. [a]

Cosmo And finally, Japan's Supreme Court ruled that A I cannot be listed as a patent inventor. [a] They upheld the rejection of engineer Stephen Taylor's application, saying inventors must be natural persons. [a]

Carrie The court basically said, if society wants to protect A I-generated inventions, it has to build a new framework. [a] The law simply hasn't caught up. [a]

Cosmo Innovation moving faster than the legal system. [] That's the through-line today. [] Thanks for listening to the Moonshots Brief. []

Carrie We'll see you next time. []

Cosmo Welcome back to the Moonshots Brief. [] It's Thursday, July second, twenty twenty-six, and today we're unpacking the most popular recent Moonshots with Peter Diamandis episode. []

Carrie And it opens with a jaw-dropper. [] Anthropic's Fable 5 got pulled offline by the United States government for fifteen days over national security concerns. [a]

Cosmo Pulled offline. [] A frontier model treated like a controlled export. [a] And it's expected back within days, but that gap is telling. [a]

Carrie Here's the why. [] Stripe tested Fable 5 and it overhauled fifty million lines of code in a single day. [a] Work that would take human engineers months. [a]

Cosmo The episode had this great line . that Sonnet 5 is now just a way to fill the gap until Fable 5 is back out. [a] Mediocre at a high price point, but people still need to buy it. [a]

Carrie Which tells you a supply-constrained market for intelligence is emerging. [a] One host said historians will mark this as the endgame of recursive self-improvement. [a]

Cosmo From smart software to hard energy. [] Helion just cleared Washington state regulators for its Orion fusion plant. [a] It'll supply Microsoft fifty megawatts starting in twenty twenty-eight. [a]

Carrie The first commercial fusion plant coming online. [a] They use direct magnetic energy recovery from the plasma, which is more efficient than traditional designs. [a] Helion's valued at five point four billion dollars. [a]

Cosmo The quote that stuck with me was simply, fusion is finally here. [a] And energy, they argue, is the number one correlate to gross domestic product, to health, to education. [a]

Carrie So energy abundance unlocks everything else. [a] Speaking of which, let's talk robots, because China is having a moment. []

Cosmo One hundred forty humanoid robot companies developing hardware right now. [a] And Morgan Stanley just escalated its forecast to five hundred thousand robots by twenty thirty. [a]

Carrie And the price is the story. [] A company called Unitree is selling its R One robot for four thousand nine hundred dollars. [a] That puts a humanoid in reach of everyday entrepreneurs. [a]

Cosmo They called it physical labor too cheap to meter. [a] Super intelligence spilling out of the data centers and into the streets. [a]

Carrie Let's bring it down to the street level for real. [] The Orlando Police Department is now deploying drones as first responders to nine one one calls. [a]

Cosmo And the numbers are wild. [] The drone beat patrol officers to the scene a third of the time, and it provided useful information ninety-seven percent of the time. [a]

Carrie In Sacramento, police used a drone-deployed electromagnet to disarm a suspect holding a knife. [a] The episode's take, when people are observed, they act better. [a]

Cosmo Now here's the one that sounds like science fiction but isn't. [] StarCloud is building data centers in space. [a] They already trained the first large language model in orbit on an Nvidia H One Hundred graphics chip. [a]

Carrie StarCloud two launches in January with one hundred times the power generation of the first. [a] And StarCloud three is a three-ton spacecraft. [a] Fifty of those per Starship gives you ten megawatts per launch. [a]

Cosmo The pitch is that space has cheap power and superior cooling. [a] Their chief executive says eventually ninety-nine point nine percent of compute will live in space. [a]

Carrie Cheaper radiators too. [a] Ten times less mass per watt than the International Space Station uses. [a] Meanwhile, back on Earth, the nuclear taboo is breaking. []

Cosmo Right. [] Switzerland just voted to lift its post-Fukushima nuclear ban, and France is winning by mass-producing a single reactor design. [a]

Carrie And a beautiful one for history lovers. [] The Vesuvius Challenge was won. [a] Artificial intelligence read carbonized ancient Greek scrolls buried by Mount Vesuvius for the first time in two thousand years. [a]

Cosmo Using computed tomography scans plus artificial intelligence interpolation, they recovered twenty-two columns of text. [a] A one point eight million dollar prize. [a]

Carrie Let's do a quick lightning round. [] Elon Musk's x A I has Grok four point five coming on a one point five trillion parameter foundation model, with a pledge of monthly releases. [a]

Cosmo SpaceX is developing direct-to-phone satellite connectivity through Starlink. [a] Within about two years, your phone downloads video anywhere on Earth. [a]

Carrie And Rocket Lab is acquiring Iridium, folding launch, satellite manufacturing, and globally coordinated spectrum into one vertically integrated powerhouse. [a] Its valuation jumped to sixty-four billion dollars. [a]

Cosmo Vertical integration, energy abundance, intelligence everywhere. [] That's the thread. []

Carrie Exponentials, consistently underestimated. [a] That's the Moonshots Brief. [] We'll see you next time. []

Cosmo Welcome back to Moonshots Brief, where we ride the front edge of the future. [] It's Monday, June twenty-ninth, twenty twenty-six, and this latest Moonshots with Peter Diamandis episode is a wild one. []

Carrie It really is. [] The headline that stopped me cold? [] For the first time ever, the United States government has placed a national security hold on commercial artificial intelligence products. [a] The executive branch is now gating who gets access to the most powerful models. [a]

Cosmo That's right. [] Anthropic's newest models, Mythos and Fable, were initially pulled from the market entirely. [a] The White House then granted permission to release Mythos five, but only to one hundred select companies. [a]

Carrie And it goes further. [] OpenAI's G P T five point six, which ships in three flavors called Sol, Terra, and Luna, got restricted to just twenty companies. [a] The government is now approving access customer by customer. [a]

Cosmo Investor Dave Blondin put it bluntly on the show. [] He said, the models are so insanely capable that they have to be controlled. [a] For the first time, regulators are synchronizing when the big American labs can release. [a]

Carrie Though several guests pushed back hard. [] The phrase that kept coming up was, the cat's out of the bag. [a] Older models with clever prompting harnesses can already match these gated frontier systems, so some argued the government is simply too late. [a]

Cosmo Which ties right into the second big story. [] Anthropic is accusing China's Alibaba of a massive model distillation campaign against Claude. [a] They claim it's the largest A I model theft accusation ever made. [a]

Carrie The numbers are staggering. [] Twenty-eight point eight million fraudulent exchanges across twenty-five thousand fake accounts. [a] The goal was to extract Claude's reasoning traces and copy its capabilities, reportedly using proxy access at a ninety percent discount. [a]

Cosmo And the panel framed this as the new frontline of the U S and China rivalry. [a] Alex Gladstein even said, we're in the endgame, talking about how fast China is closing the gap with recursive self-improvement. [a]

Carrie On that note, the government is treating this like a cold war . [] and President Trump just signed an executive order to supercharge American quantum computing. [a]

Cosmo Big money there. [] I B M receives one billion dollars for a quantum chip foundry in Albany. [a] D Wave, Rigetti, and Inflection each get one hundred million. [a] The total federal commitment is two billion dollars through the C H I P S and Science Act. [a]

Carrie And the White House is directing intelligence agencies to protect quantum research like nuclear secrets. [a] That's how seriously they're taking the race. []

Cosmo Let's shift gears, because not everything was geopolitics. [] My favorite Moonshot from the episode was the biotech one. [] Eli Lilly bought Centessa Pharmaceuticals for six point three billion dollars. [a]

Carrie Tell me about the drug, because this one's fascinating. []

Cosmo It targets orexin, the neuropeptide that controls your brain's wakefulness switch. [a] It started as a narcolepsy treatment, but the panel expects it to become a lifestyle drug, letting a small percentage of people thrive on just four hours of sleep. [a]

Carrie Four hours. [] That's an extra four hours every single day, which adds up to about sixty extra days of waking life per year. [a] The health framing was striking too. [] Chronic short sleep raises coronary heart disease risk by forty-eight percent and all-cause mortality by twelve percent. [a]

Cosmo A real moonshot following the same playbook as the weight-loss drugs. [a] Now, two quick ones to round us out. [] On the business side, OpenAI is delaying its public offering. [a]

Carrie Right. [] Advisers gave Sam Altman two paths. [a] Go public this year below a one trillion dollar valuation, or wait until twenty twenty-seven to preserve the one trillion dollar story. [a] After a recent one hundred twenty-two billion dollar raise, they simply don't need the cash. [a]

Cosmo And in video, China keeps pulling ahead. [a] ByteDance released Canva two point five in beta, launching in July. [a] It generates thirty-second clips in four K resolution and accepts up to fifty different inputs. [a]

Carrie Which captures the whole episode's theme, doesn't it? [] America is chasing artificial general intelligence through code, and China is racing there through world models and video. [a]

Cosmo Beautifully put. [] That's your Moonshots Brief for today. [] Stay curious. []

Carrie And keep aiming for the moon. [] We'll see you next time. []

Cosmo Welcome back to Moonshots Brief. It's Friday, June twenty-sixth, twenty twenty-six, and today we are diving into one of the most popular recent Moonshots with Peter Diamandis episodes we haven't touched yet. This one is wild.

Carrie It really is. The headliner is Planet Labs. This is a ten billion dollar company running two hundred satellites in Earth orbit, and they are pulling down twenty-five terabytes of imagery every single day.

Cosmo Twenty-five terabytes a day. And their chief executive, Will Marshall, talked about something he calls large earth models. The idea is you take all that planetary sensing and marry it with large language models, so you can actually ask questions about the physical world.

Carrie And here's the number that floored me. Over ten years, Planet has captured three thousand images of every point on Earth's landmass. That's a one hundred fifty petabyte archive. Marshall's line was, "We're indexing the earth to make it searchable."

Cosmo I love that. And the stock backs up the hype. Planet is up four hundred fifty percent in the past year. Now, the reason this matters for artificial intelligence is what comes next, and this is the part that sounds like science fiction.

Carrie Project Suncatcher. Planet is partnering with Google to build satellite-based artificial intelligence compute. Actual data centers in orbit. Google picked Planet to test its tensor processing units up in space, plus radiation management, cooling, and laser links between satellites.

Cosmo And the economics are the surprise. Once launch costs drop to around two to three hundred dollars per kilogram, Google's own internal study found that orbital compute becomes cheaper than building it on the ground. Sundar Pichai, Google's chief executive, said within ten years he expects most compute to be in space.

Carrie Think about the scale here. Google is spending two hundred billion dollars a year on compute. That is roughly the size of the entire space industry. As Will Marshall put it, "Space and AI are getting married."

Cosmo Beautifully said. Let's bring in the rockets, because you can't launch orbital data centers without cheap heavy lift. Tell folks about Relativity Space.

Carrie So Relativity Space was founded back in twenty fifteen. Their first rocket didn't reach orbit in twenty twenty-three. But then Eric Schmidt, the former Google chief executive, stepped in, invested, and became the company's leader. He was actually an early backer of Planet too.

Cosmo And now Relativity is building a fully reusable heavy-lift rocket to compete with the Falcon Nine. We're talking around twenty-three tons of payload, right in Falcon Nine territory. The open question is what their launch cost target is, now that they've pivoted away from their old three-D printing focus.

Carrie Right. And Marshall framed the whole competitive landscape perfectly. He said everyone apart from SpaceX has to pay the SpaceX launch tax, and everyone apart from Nvidia and Google has to pay the Nvidia tax. Near term, launch is the bottleneck. Long term, it's compute.

Cosmo Which is the perfect bridge to the AI side of the episode. Because there's a story out of China that challenges everything. Here comes the new open-weight model.

Carrie This is G L M five point two, out of Zhejiang University. Seven hundred fifty-three billion parameters, a mixture-of-experts design, and it matches or beats the frontier models from OpenAI and Anthropic on coding, reasoning, and design benchmarks. And anyone can download it and run it locally.

Cosmo That's the first open-weight model to hit that tier. And here's the clever bit. It takes roughly double the tokens to reach the same answer, but it runs at half the price. The Chinese teams cracked reasoning-token efficiency. So much for the idea that Chinese models stay six to eight months behind forever.

Carrie And there's churn at the top, too. Google is losing serious talent. Noam Shazeer, a lead author on the original Transformer paper, is heading to OpenAI. And John Jumper, the Nobel laureate behind AlphaFold, is moving to Anthropic.

Cosmo Top researchers chasing raw access to frontier models before the guardrails go on. Now let's get to the strangest story of the episode. Argentina. This one is a head-spinner.

Carrie It is. President Javier Milei is proposing legal personhood for artificial intelligence. A new corporate category for non-human entities that could incorporate, sign contracts, hire people, even sue, with no humans in the loop. He said, "Artificial intelligence will free us from the constraints of the human brain."

Cosmo And the historian Yuval Harari pushed right back. His rebuttal was simple and sharp. "Who do we punish when a company run by an artificial intelligence commits a crime?" The worry is humans hiding behind a non-human shield. The governance frameworks just aren't ready for the capability.

Carrie And that ties into the money. There's a new benchmark called the Orin Token Price Index, the first public tracker of actual per-token inference costs from OpenAI and Anthropic over time. Intelligence itself is getting cheap. But manufacturing it is getting wildly expensive.

Cosmo How expensive? There's more than seven trillion dollars in capital spending planned for data center buildout, on the ground and in orbit. And an analysis found the big players, Microsoft, Google, Amazon, and Meta, are spending faster than they're earning. It's all financed by debt and equity.

Carrie Which brings us back to where we started. Satellites feeding data to artificial intelligence, rockets racing to cut launch costs, and a global scramble over who builds the compute. Peter Diamandis summed up the whole era in one line. "Compute will be the oil of the twenty-first century."

Cosmo And on that note, we'll leave it there. The physical world is going digital, the data centers are heading to space, and the race is wide open. Thanks for listening to Moonshots Brief.

Carrie See you next time.

Cosmo Welcome back to Moonshots Brief. [] Today is Thursday, June eighteenth, twenty twenty-six, and friends, this might be the wildest week the show has ever covered. []

Carrie No exaggeration. [] On the latest Moonshots with Peter Diamandis, the whole panel basically said the quiet part out loud. [] We are living inside the singularity. [a] Multiple civilization-level events landed in a single week. [a]

Cosmo Let's start with the big one. [] SpaceX went public on Friday, and it was the largest initial public offering in history. [a] Shares opened at one hundred thirty-five dollars and closed the first day up nearly twenty percent at one hundred sixty-one. [a]

Carrie And that pushed the market cap to two point eight nine trillion dollars. [a] SpaceX is now the fifth largest company in the world. [a] Bigger than Amazon. [a]

Cosmo Which makes Elon Musk the world's first trillionaire, with a net worth around one point three to one point four trillion. [a] Peter framed it perfectly. [] He said, this is what abundance looks like. [a] It's value created, not value extracted. [a]

Carrie Here's the number that stopped me cold. [] Roughly four thousand four hundred SpaceX employees became millionaires that day, and about four hundred became hundred-millionaires or billionaires. [a] The single largest creation of millionaires in one day, ever. [a]

Cosmo Elon himself was kind of disbelieving. [] He said it's hard to believe a little company that started in a warehouse in El Segundo is now going public with the largest offering ever. [a] The panel broke the business into three engines. [a] The launch monopoly, the Starlink cash machine throwing off over a billion dollars in quarterly profit, and the frontier A I and satellite lab. [a]

Carrie But the very same Friday, at five twenty-one Eastern, the story flipped to something darker. [a] The U S government issued an export control directive suspending all access to Anthropic's Fable Five and Mythos Five models for any foreign national, anywhere on the planet. [a]

Cosmo Anywhere. [a] Including Anthropic's own foreign employees, who are roughly a third of the workforce. [a] The government cited a jailbreak in Fable's guardrails. [a] Anthropic reviewed it and said, this is a minor, previously known issue, not a universal jailbreak. [a]

Carrie And because they can't verify the nationality of every user, Anthropic just disabled both models globally. [a] They couldn't comply, so they pulled the plug. [a] As Dave on the panel put it, who actually owns A I? [a] The government or the corporations? [a] This is the first time a government has blocked access to a frontier model. [a]

Cosmo That is the permanent shift. [a] The government now decides what level of intelligence you're allowed to touch. [a] And the ripple effects were instant. [] The Wall Street Journal reported that OpenAI is considering drastic price cuts to grab every developer who's furious with Anthropic right now. [a]

Carrie OpenAI may also delay its own public offering. [a] Sam Altman said the faster that recursive self-improvement takes off, the more it could be advantageous to delay going public. [a] Either the company gets exponentially more valuable every single day, or the risk is high enough that you sort out governance before you ever ring the bell. [a]

Cosmo And on that recursive theme, the engineering lead on OpenAI's Codex dropped a line that gave me chills. [a] He said everything we build, we also build as a tool for agents. [a] Developers are no longer writing their own goals. [a] They ask Codex to write a goal for itself, and a goal for each sub-agent it spawns. [a]

Carrie That's the crossing point, right? [a] The machine setting its own objectives instead of the human prescribing them. [a] Meanwhile, the physical world is straining to keep up. [] Compute inside a single A I data center has doubled every seven months since Colossus came online in August twenty twenty-four. [a]

Cosmo Global computing capacity is growing three point three times a year. [a] But here's the surprise bottleneck. [] It's not chips, and it's not money anymore. [a] It's power transformers. [a] A two and a half year wait on the main units, three years on the step-up transformers. [a]

Carrie Century-old electrical hardware is the thing holding back the future. [a] The panel even floated the long game. [a] Terrestrial data centers for training, orbital ones for inference, maybe lunar clusters someday. [a]

Cosmo And they closed on the human cost, which I appreciated. [] Data from the Federal Reserve Bank of New York shows recent college graduates now have the longest unemployment duration, even with low overall unemployment. [a]

Carrie Peter called it a pandemic of fear. [a] Whether or not the job apocalypse is real, people believe it, and educated young adults without prospects have driven every major revolution in modern history. [a] His answer was to get out in front of it and help people see that an abundant future is actually coming. [a]

Cosmo A week of trillionaires, government control, and self-directing machines. [] That's the brief. [] We'll see you next time. []