DEPLOY STARLINK

“In lower income countries, the education budget might be $300 per kid per year, and the class size might be 50 to 70 kids. There's just not a lot of learning going on. And I think the combination of a Starlink on every school and tablet for every child and then really good AI software will close the gap.”

“In twenty years, robots will do maybe 1% of the plumbing. At most. It just takes a super long time to build, deploy, and then to get them to be lower cost, higher safety than others. But I think over fifty years it will happen. So that's still gonna be a great field for the next twenty years.”

“And the autonomous competency is what led to the robotics revolution. And the robotics revolution, even if the socialists ban robotics on earth and tell us no robots allowed, they're taking all the jobs, you could ship all those robots to the moon and they could get to work and create an entirely new manufacturing frontier for our civilization, for humanity. That frontier can manufacture precious metals and other goods and ship them back.”

“SpaceX has also created, and this is going to be a big part of the valuation analysis that many are doing, they've created a backup to the Internet. The Internet is fundamentally limited by all of the nodes on the network and the connectivity amongst all those nodes, and that connectivity is largely driven by copper and fiber optic cable. So in space, with the number of satellites going up with Starlink, and to actually deploy data centers that can output data on those nodes.”

“If I had a three year old today, I would be, like, doubling down on the emotional skills. Knowing yourself, interact with other human beings is gonna be the thing that sustains those kids, you know, through their working life. We’ll see a rotation back to the humanities and into understanding a combination of history and literature.”

“But the most important positive thing that will happen from the IPO is a validated external mark-to-market valuation of SpaceX. And the market every day in real time gives you a valid mark-to-market assessment of the value of Tesla. And this allows you to put these two things together to minimize these losses. And I think that that's what Elon really needs. It'll make his life tremendously simpler from a governance perspective.”

“If everything breaks humanity's way, it's because AI has unleashed human flourishing, and we find the political mechanisms to share that across within our country, across different income groups, and then between countries. The world as a whole is enhanced. A first step for that would be to realize how interconnected we are.”

“Operating personality, you're like a dog with a bone. You never give up on a problem. You just work it. You work it. And investing personality is staying very broad, not falling in love with an idea, you know, cutting your losses and moving on. Like, when I tried investing, I just fell in love with all the entrepreneurs and kept the amount of money, and then none of it worked out.”

“Anything that lives in the emotional realm will be impacted not as much by AI because we humans react to these things emotionally. And so, again, I think we'll not watch robots playing basketball... things that are emotional, you know, will be—it's not that it won't eventually be able to add value, but that's certainly not the big thrust of the AI world.”

“Satya made one incredibly ballsy, insightful decision, which is to invest in OpenAI back in 2018. He bet big on AI, and that catapulted them both reputationally and in terms of the Azure business. It was the workload that then has grown Azure into a monster and a big success.”

“SpaceX filed, confidentially, to go public on April 1st, targeting a $1.75 trillion with a T valuation. When SpaceX goes public, if it's at that $1.75 trillion valuation, so weird to say trillion dollar valuation for an IPM, they would be the eighth largest company in the world, right behind TSMC and Saudi Aramco. They're aiming to raise Chamath $75 billion, which would be by far the biggest raise ever in an IPO.”

“Getting to the moon, I think, is going to be very important, not just because there's this important social milestone and race happening on right now with China, but I think the moon could end up being kind of the next industrial frontier for humanity. And the reason is, if you can get to the moon, the moon has an extraordinary abundance of material that we can mine, process and manufacture into goods.”