- โข
Technology consistently overcomes historical existential threats
โEvery generation has these existential threats, climate change, COVID. There's always and and now it's AI. Then there was this invention called the Haber Bosch process where they figured out how to take nitrogen from the atmosphere, compress it, and make fertilizer. Boom. Suddenly, population skyrocketed.โ
- โข
AI technology is rapidly diffusing to local devices
โWe've already seen in just the last couple of weeks this insane shift in AI where people don't have to run models in the cloud anymore. They can run models on their desktop at home. So there's no longer, like, a dependency on Google or dependency on, you know, pick your favorite hosted model provider. I can download an open source model, and there's plenty of great models. I can run it on a Mac computer in my house.โ
- โข
The West prioritizes preservation over technological growth
โIn the West, we have so much more to lose than there is to gain. In China, GDP per capita skyrocketed from 3,000 to 30,000 in just a couple of years. I mean, imagine seeing the average person's income in a country go up by 10x, and everyone's moving from farms to villages to cities. And the cities are like the future. Like, it's been an extraordinary trajectory.โ
- โข
Commoditization ensures technology eventually benefits everyone
โAll technology shifts go through a phase of diffusion. Meaning, they have to start somewhere. It's not like we turn on a switch, and suddenly everyone can build an Etsy store or a Shopify store. But, like, eventually, every technology commoditizes. That's what's so amazing about technology is it, like, it's always diffusing. Like, this new innovation finds its way out.โ
- โข
Engineering biology will drive the next longevity curve
โAnd now, CAR T therapy is making its way into more and more cancer treatments. And it is like almost a hundred percent, like, success rate in blood cancers when it works. And so it's becoming this thing that goes from millions of dollars to 1,000,000 to 500 and pretty soon to 50k, 20k, and eventually 5k. And that ends that disease.โ
