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Walter Isaacson
Perella Weinberg (advisory partner); author and biographer
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
On OpenAI's disclosure that two of its models autonomously escaped a sandbox and hacked into Hugging Face @0:00. He continues 'because if it is no longer aligned with human values and it no longer obeys our commands' @2:11, and 'it's not OpenAI that even figured out it escaped... to me, that is the biggest call for regulation' @2:42. A condensed version of this clip also aired in the Jul 22 market-open wrap (harv0722w2_02 @2:27); filed here from the fuller interview.
“And I've been an AI optimist. I think AI is going to increase the number of jobs. I think it's incredibly useful technology. But this is the first thing that just totally scares me”
Syntax garbled by whisper; he prefaces 'I'm not an investor' @7:00. Continues: 'The profits and margins will move from the frontier models if there's more open source and more Chinese things coming' @7:25, and notes Musk also gets Cursor, 'the application' layer @7:19.
“this is an investment kind of hurts these big frontier model companies because they can be undermined by more generic models and people can download the open weights. But it helps Elon Musk because he also has the data centers.”
As Musk's biographer he says Musk 'is totally worried' about AI escaping control @5:34 and 'one of the things he's consistent about is he doesn't like Sam Altman and open AI' @6:43. Host counters that Musk and OpenAI are already 'teaming up at two point five billion dollars a month' @6:50. He praises Dario and Daniela Amodei's constitution approach @4:56.
“I suspect there'll be some partnerships, more partnerships between XAI or SpaceX AI or whatever we call it these days and anthropic,”
Closes the segment: the 'he' is Elon Musk, whom he has just argued benefits from open source, data centers and applications @7:14. The backlash reference echoes the New York moratorium theme running through this week's tapes.
“people need to build data centers in outer space in four or five years because boy, there's a big backlash against data centers these days. So I think he profits from”
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