May 22 2026 Gavin Baker joins instead of Sacks Andrej Karpathy joins Anthropic Early OpenAI founder Tesla AI/Self Driving Learning and Education autoresearch andrej-karpathy-skills Might be doing pre-training at Anthropic He is similar to Google Fellows at Google who were there at every important wave This is a big hire Anthropic might have their first positive quarter soon (according to WSJ story) Clear proof that these companies are doing very well There is a lot of AI hate Story about father who is curing his daughter’s disease is a great example Lots of reasons People think tech gives leverage to smaller set of people - AI is extreme example of that There is some level of foreign influence operation of course AI is not very human - similar to what happened with the Copernican revolution and Heliocentricity - people don’t react well to it If we do try and slow down AI, then we lose balance if China wins - similar to nuclear arms race which was necessary for b...
May 15 2026 Marc Benioff joins the show! Trump - Xi summit First visit to China since 2017 7th face to face meeting with Trump and Xi China agreed Strait of Hormuz should remain open and Iran should not have a nuclear weapon China warned on Taiwan - asked US to basically stay away Xi committed to buy 200 Boeing jets, more soybeans, etc Trump was effusive in his praise for Xi Maybe both societies can avoid conflict given world should become less resource constrained Maybe good for Trump to take so many CEOs with him for the summit so that we can center the partnership around the economy These CEOs are our best salesmen in each category Xi has asked for a wider door Trump and Xi have a good relationship Salesforce is deployed in China through Alibaba - unique for them Elon is the only one who pulled it off that his cars are their directly Americans don’t care about China relationship right now but might care about second order effects such as job growth and economy US...