WEBVTT

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Mhm.

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>> Good evening and welcome to the John F.

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Kennedy Jr. Forum at the Institute of

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Politics. My name is Amo Gyantah and I'm

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a freshman at the college studying

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computer science and economics and I'm a

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member of the JFK Jr. Forum Committee.

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Before we begin, please note the exit

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doors which are located both at the park
side and the JFK street side of the

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forum. In the event
of an emergency, walk to

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the exit closest to you and congregate

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in the JFK park. Please also take a

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moment now to silence your cell phones.

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And join me in welcoming Harvard
College undergraduate Matteo Cagliardo.

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Good evening everyone.
It is my pleasure tonight to welcome you

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all to the John F. Kennedy Jr. Forum
at the Harvard Institute of Politics.

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My name is Matteo Cagliardo. I'm
a junior at the college studying applied

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math and computer science with economics.
I'm a member of the John F.

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Kennedy Jr. Forum Student Committee.

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We gather tonight at what is arguably
one of the most pivotal moments in human

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history. Artificial intelligence has
evolved from being a futuristic concept

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from to becoming a fundamental
part of our everyday lives.

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Quietly but profoundly reshaping
economies, warfare, and the very fabric

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of human society.
For the first time since the dawn of the

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nuclear era, global stability may
hinge not just on military strength or

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economic weight, but also
on competing to secure a

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competitive advantage on this new
technological intelligence.

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All in all, AI embodies something
we have never seen before.

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A shift in how knowledge is generated.

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A shift in how decisions are made
and ultimately how humanity sees its own

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place in the world. What will
our society look like 20 years from now?

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And more importantly, how will
artificial intelligence have shaped it?

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Now to comment on these ideas, it
is my pleasure to introduce you all to our

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speakers for the evening.
Eric Schmidt served as chairman and CEO

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of Google between 2001 and 2011.

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Today he serves as chair and CEO
of Relativity Space. He is a founding

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partner at Innovation Endeavors
and is a leading voice in AI and national

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security in the US and around the globe.

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Graham Allison is the Douglas Dillon
Professor of Government at the Harvard

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Kennedy School where he served as founding
dean and director of its Belfer

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Center for Science
and International Affairs.

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He also served as assistant secretary
of defense in the first Clinton

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administration receiving the Defense
Medal for distinguished public service.

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Now without further ado, please join me
in opening up tonight's discussion and

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welcoming our esteemed
guests to the stage.

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So thank you for a generous
introduction. It's a

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extraordinary pleasure to welcome back

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to the JFK Jr. Forum Eric Schmidt, our

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colleague and friend, uh for a

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discussion of Henry Kissinger
uh and AI and the future.

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Uh as you can see here uh
this picture of Eric and Henry, uh

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uh they were best friends. Uh

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late developing friendship but became

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very deep friendship in which Eric was

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uh generously the tutor

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for a 95-year-old Henry Kissinger who

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discovered AI hanging around the end of

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a lecture that he had given uh when

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uh Demis Hassabis was uh offering to

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beginning to talk about AI and Henry
decided he needed to learn about this.

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Uh he called me up. I told him,
"Henry, forget about it.

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You know that you don't have
any background in science

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and technology. I told him actually you

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don't know the difference between a chip

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and a potato chip." Mhm. Uh he said,

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"That's true but Eric has promised to to

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to teach me." So we're very pleased to

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have him here. We had him here
last year. This is actually

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uh maybe it will become an annual

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tradition. Uh

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Henry passed 2 years ago last week. Uh

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so he was 100 years old. Uh

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to think of such an amazing life over

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that century. Uh he was a person who

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made a huge difference in America's

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national security and the world and made

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a huge difference in the lives of many
many people. Uh some of whom began as

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his students, some who became
as his tutors, uh and many others. So

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uh Eric has been introduced. Uh

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I would just remind you a couple
of things. I would say first that

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Eric was the chief executive
who took Google from a

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cause to one of the great companies of

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the world.

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And that's a pretty amazing thing.

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Uh secondly, early on he had

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identified AI

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as an arena of the future.

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And at Google essentially bought up all

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the super talent in the world
that he could find including uh

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uh DeepMind

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uh which was actually the company that

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then brought to Google uh Demis Hassabis

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who got the Nobel Prize last year for

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his work at Google on uh protein.

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Mustafa Suleyman who's now running uh

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uh Microsoft's consumer
AI was another part

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of the acquisition and many
many many many others.

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So the other thing to say about Eric
about Eric and why it's such a pleasure

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to have him here is that as one tries
to make any sense of all the claims that

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are being made about AI,

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most of the people who talk loudest

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are talking their own book.

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So when I listen to Sam Altman or to

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folks at Anthropic or with folks even

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Mustafa now at Microsoft, they have to

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talk their companies >> holding
my book. Uh well, wait a second.

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They have to talk their companies, you

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know, business, their future and they

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are chasing what they believe is the
biggest pot of gold at the end of the

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rainbow that there's ever been.

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So it's pretty hard to tell what they
actually think and what they're saying.

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Eric has kind of graduated
to be the statesman

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in this domain having had a big stake in

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it but now having stand
standing back and I

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particularly after his work
with Henry, basically trying to

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say things as as clearly
as he can and as clearly as

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he can see them. So I take him to be a

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much more valuable source of clues about

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what's happening than listening to most
of the people who are talking their own

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books. So let's start
with Henry and then we're

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going to go to AI and then we'll
go to questions of the audience.

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So uh Eric uh

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you uh spoke beautifully at at Henry's

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memorial about how

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much impact Henry had
on your own life and even on the

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you know, the questions that you were

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asking, the things that you

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think that matter. So tell us a little

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bit about more what Henry meant

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in this relationship and also for people

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that wouldn't have the opportunity to to

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know him, what what how might they

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capture a little bit of this magic?

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You know, when I when I first met
and thank you Graham as always, it's great

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to be here. Um

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I I met Henry when he was in his early

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80s and normally men
in their early 80s become a little

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off. And I was struck by how brilliant he

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was. And so I thought to myself,
you know, he he served in World War II, he

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got the Bronze Star, and you know,
emigrated or escaped from Germany cuz

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they were a Jewish family.
And um came to fought in the war, came

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on the GI Bill to Harvard uh
undergraduate and graduate, and

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ultimately was a professor here.

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And I tried to figure out he must have
been really smart when he was in your

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chairs, not that the building
existed at the time.

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So here's a quote when he
was an undergraduate at Harvard.

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Quote, "In the life
of every person there comes

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a point when he realizes that out of all

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of the seemingly limitless possibilities
of his youth, he has in fact become one

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actuality. No longer
is life a broad plane with

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forests and mountains and beckoning
all around, but it becomes apparent that

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one's journey across
the meadows has indeed followed a

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regular path. That one can
no longer go this way or

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that, but that the direction
is set and the limits are defined."

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That's what he wrote when he was your age.

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Um when he was an undergraduate here, he

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holds the record for the longest
undergraduate thesis in the uh in the

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college. After he
submitted his undergraduate

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thesis on Kant and the meaning of the
world, they instituted a new rule which

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still applies to you that your thesis
can be no more than 350 pages.

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FYI. It's true. >> So he
was clearly an unusually brilliant

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polymath. And uh my own
explanation for Henry,

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aside from you know,
I really cared deeply about him,

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was that watching his family, and in

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particular his father, and he we talked
a lot about this, um see the destruction

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of the world around him
in Germany as the Nazis took over.

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And when they fled, and he saw
the damage to his father and his father's

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identity and so forth, Henry after the

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war decided that he would do everything

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he can could to avoid a future war.

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Now you can quibble with or argue very

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much with the things he did, but you

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cannot argue that his that his goal was

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not what I just said. The the data
supports it, the historians all agree.

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You can disagree with the specific
tactics, but at the end of the day what

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he sought is he sought a a a world
that did not have a World War

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III. And think about the issues
that he faced in the '50s and '60s.

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He used to tell me about this small
group, and he always thought that the

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most interesting policy things happen
with small groups, and this was a

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collaboration between MIT and Harvard

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and RAND, uh which in the early 1950s

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dev- de- um um invented
mutual assured destruction.

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And I said, "Henry, well who was in this
group?" He says, "Oh, Oppenheimer." And

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I'm like, you know, give me a break.

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Right? All the most famous people.

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So uh he was lucky uh to be born at the

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right time. He was clearly one of the
smartest people at alive at the time. He

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was lucky to get out of Germany before
his family and he were killed. He was

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lucky to be part of the GI Bill.

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Um and he had all sorts of interesting
stories. My favorite was one day I told

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him, "You have to go to the doctor." You
know, he's old. And he goes, "Okay." And

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I said, "I want you to go to the Mayo
Clinic." And I said, "Okay." Now he's a

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New Yorker. And the people
in Mayo were like, you

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know, Midwestern, soft-spoken, pleasant,
nice, not like the intense New Yorker

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types. He goes to the Mayo
Clinic, comes back,

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and he said, "I loved it." I said,
"Why would you like the Mayo Clinic in the

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middle of Rochester, Minnesota?"
He said, "It reminded me of the war." I

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said, "What?" And he goes,
"Well, he was in a uh

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he didn't speak English when he came to

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the country, and he worked as a um

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uh in a um shaving brush factory where
they made shaving brushes, and he was

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drafted as everyone expected,
and he went to war, and he went with a

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Wisconsin-based American group.

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So he indexed his identity, could hardly
speak English, and and nobody could

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understand his English anyway,
he indexed to that group. So he had all

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these sort of touching little stories.
I have lots of stories like that about how

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he became an American,
and of course became an American citizen.

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And you know the rest of the history.

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Well, I would say a fantastic person. I

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had the good fortune to enroll
in the course as a student.

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>> What was that like? >> 1965,

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God help us, uh

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taught by Henry, uh and

00:24:29.360 --> 00:24:33.597
ever thereafter was part of his entourage,

00:24:33.680 --> 00:24:35.677
and I think the thing that struck me

00:24:35.760 --> 00:24:39.077
most about him was this uh

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and the strategic acumen. That is, the

00:24:41.920 --> 00:24:44.597
ability to take a problem and lift it up

00:24:44.680 --> 00:24:47.317
to its whole

00:24:47.400 --> 00:24:51.357
360° of strategic challenge, and then

00:24:51.440 --> 00:24:53.877
find the

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points at which the

00:24:56.480 --> 00:25:01.197
policy process could be impacted. And uh

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I wrote about uh for his
100th birthday, which Richard

00:25:06.320 --> 00:25:09.117
asked us to write a little,
you know, something that

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Eric wrote something, I wrote something,
I said, "Really in thinking about Henry,

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uh

00:25:15.080 --> 00:25:17.717
he was not about, if you think about, he

00:25:17.800 --> 00:25:21.437
was often criticized for his realism or

00:25:21.520 --> 00:25:26.597
ruthless realism or realpolitik,
but if you look and look and see what he

00:25:26.680 --> 00:25:27.877
was doing,

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uh it wasn't raw real- realpolitik

00:25:31.720 --> 00:25:34.637
uh just for the advancement of the

00:25:34.720 --> 00:25:36.477
interests of one country.

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It was always about the construction of

00:25:39.440 --> 00:25:44.157
a viable order to prevent
catastrophic war.

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He had lived through the experience of
the Holocaust and the most deadly war in

00:25:48.480 --> 00:25:51.037
history. He

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foresaw the prospect of a nuclear war

00:25:54.920 --> 00:25:57.477
that could actually extinguish life on

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Earth.

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He was caught up in the Cold War, the

00:26:02.280 --> 00:26:07.357
fiercest rivalry that we'd seen to
that point between the US and the Soviet

00:26:07.440 --> 00:26:11.037
Union, and all the time
he was trying to reach

00:26:11.120 --> 00:26:14.197
beyond that to some

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way to survive

00:26:15.960 --> 00:26:19.517
for both the US and for for uh

00:26:19.600 --> 00:26:23.397
for fellow human beings. So that's I

00:26:23.480 --> 00:26:25.837
think and that's how he kind of backed

00:26:25.920 --> 00:26:27.357
into

00:26:27.440 --> 00:26:30.917
the AI issue, which for him was

00:26:31.000 --> 00:26:36.197
another generation of a somewhat
analogous problem. Well,

00:26:36.280 --> 00:26:39.717
he had written his undergraduate thesis
on Kant and the meaning of meaning, I

00:26:39.800 --> 00:26:44.677
think. And um he was very
when he went to hear

00:26:44.760 --> 00:26:49.317
Demos speak, um it sort
of he immediately got it. And

00:26:49.400 --> 00:26:51.597
he immediately said to himself,

00:26:51.680 --> 00:26:54.517
"What does this mean to be human?"

00:26:54.600 --> 00:26:59.077
And we are today grappling with the
question that he foresaw 20 years ago

00:26:59.160 --> 00:27:02.637
when we when we first started working
on this, "What does it mean to be human in

00:27:02.720 --> 00:27:08.077
the age of AI?" What does it mean to be
a child to an adult, to be a leader?

00:27:08.160 --> 00:27:09.397
What does it mean for economics? What

00:27:09.480 --> 00:27:10.757
does it mean for jobs? You know, all of

00:27:10.840 --> 00:27:15.677
that. But his core argument was that

00:27:15.760 --> 00:27:20.117
this is an epochal change
in the sense that it's like the um

00:27:20.200 --> 00:27:24.837
uh the various major
changes that we've had

00:27:24.920 --> 00:27:26.957
in sort of reasoning, the scientific

00:27:27.040 --> 00:27:31.917
revolution and so forth, cuz we
as humans have never had a competitor that

00:27:32.000 --> 00:27:35.157
is not human but of similar or greater

00:27:35.240 --> 00:27:37.197
level of intelligence. And it is

00:27:37.280 --> 00:27:39.357
unpredictable what we human will do. He

00:27:39.440 --> 00:27:42.597
used to say that what would happen is in

00:27:42.680 --> 00:27:44.597
magic, when people don't understand

00:27:44.680 --> 00:27:49.797
things, they either decide that it's
a new religion or they take up arms.

00:27:49.880 --> 00:27:52.397
And so he would say, "Well, are we going
to take up arms to AI or we going to

00:27:52.480 --> 00:27:56.797
make it a new religion?" And I said,
"I hope it's a religion." Um cuz of course

00:27:56.880 --> 00:27:59.157
I benefit from the religion, I guess.

00:27:59.240 --> 00:28:02.357
So in the book that
was published this time

00:28:02.440 --> 00:28:05.597
last year called Genesis, which was the

00:28:05.680 --> 00:28:09.117
work that Eric and Henry and Craig Bundy

00:28:09.200 --> 00:28:12.677
were still doing up
to the point at which he uh

00:28:12.760 --> 00:28:15.797
passed, he here's a a passage that

00:28:15.880 --> 00:28:18.917
clearly Henry wrote. It says, quote,

00:28:19.000 --> 00:28:21.837
it talking about the US and China, "If

00:28:21.920 --> 00:28:24.917
each wishes to maximize its unilateral

00:28:25.000 --> 00:28:28.557
position in the AI space,

00:28:28.640 --> 00:28:31.117
then the conditions would be such for a

00:28:31.200 --> 00:28:34.357
contest between rival military forces

00:28:34.440 --> 00:28:36.757
and intelligence agencies, the likes of

00:28:36.840 --> 00:28:39.477
which humanity has never faced before.

00:28:39.560 --> 00:28:42.117
Today, in the weeks and months and days

00:28:42.200 --> 00:28:44.837
leading up to the arrival of the first

00:28:44.920 --> 00:28:49.917
superintelligence, a security
dilemma of existential nature

00:28:50.000 --> 00:28:53.677
awaits us." So you've thought about this

00:28:53.760 --> 00:28:56.397
superintelligence as an existential

00:28:56.480 --> 00:28:59.197
threat beyond what

00:28:59.280 --> 00:29:03.477
what we can imagine? Say more, yeah.

00:29:03.560 --> 00:29:07.317
Well, um there is something
which I call the San

00:29:07.400 --> 00:29:10.877
Francisco consensus. And the reason I
call it the San Francisco consensus is

00:29:10.960 --> 00:29:13.437
everyone in San Francisco believes this.

00:29:13.520 --> 00:29:17.037
It may or may not be true, but if you go
to San Francisco, trust me, that's what

00:29:17.120 --> 00:29:21.197
they're doing besides the usual San
Francisco recreational behaviors.

00:29:21.280 --> 00:29:23.997
And um

00:29:24.080 --> 00:29:28.397
the the basic build goes that we
are we're we're we've gone through a

00:29:28.480 --> 00:29:31.597
language revolution. You understand
that, you know, language to language

00:29:31.680 --> 00:29:34.277
chat GPT, everybody
here knows what that is.

00:29:34.360 --> 00:29:38.597
Agents, which are now on the horizon,
and these agents allow you to

00:29:38.680 --> 00:29:42.637
essentially automate tasks. And the key
thing to understand about agents is they

00:29:42.720 --> 00:29:47.157
can be concatenated. So you can, you
you do do this and this and this and this

00:29:47.240 --> 00:29:51.317
and this and then they all get piped
together. Why am I talking about

00:29:51.400 --> 00:29:54.517
agents? Because I've
just described workflow.

00:29:54.600 --> 00:29:57.637
And that's what businesses do, what it's
universities do, it's what governments

00:29:57.720 --> 00:30:01.957
do, so forth and so on.
And then the next one is reasoning.

00:30:02.040 --> 00:30:04.517
Now, reasoning is higher-order function

00:30:04.600 --> 00:30:06.557
in in humans and the

00:30:06.640 --> 00:30:09.277
reasoning revolution is just beginning.

00:30:09.360 --> 00:30:11.957
Um as of today, it is technically

00:30:12.040 --> 00:30:14.797
correct to say that the scaling laws

00:30:14.880 --> 00:30:19.517
that operate in AI have not slowed down
yet. The scaling law basically says that

00:30:19.600 --> 00:30:23.557
if you put more data and more
electricity and more chips, you get this

00:30:23.640 --> 00:30:26.157
emergent behavior one after the other.

00:30:26.240 --> 00:30:30.717
And you can see that, for example, with
Gemini 3 which just came out, which beat

00:30:30.800 --> 00:30:33.117
uh OpenAI 5 which just came out, which

00:30:33.200 --> 00:30:37.157
beat um Claude 4.5 which just came out,

00:30:37.240 --> 00:30:41.437
which beat Deep Seek cuz they copied it
anyway, and blah blah blah. You know, so

00:30:41.520 --> 00:30:46.677
so it's >> In case you didn't notice,
Gemini 3 is from Google. Yes.

00:30:46.760 --> 00:30:49.597
I'm proud to say that we're back in charge

00:30:49.680 --> 00:30:53.757
um until the next one. It's it's very
very competitive and what's happening is

00:30:53.840 --> 00:30:58.157
that these massive data center build-outs
uh which are, by the way, one of the key

00:30:58.240 --> 00:31:02.237
drivers of the American economy are
helping not only lift our economy, but

00:31:02.320 --> 00:31:05.117
they're also building building this kind
of stuff. And it's a whole new world

00:31:05.200 --> 00:31:07.677
compared to my whole experience.

00:31:07.760 --> 00:31:10.077
So, the question is what
happens over time?

00:31:10.160 --> 00:31:13.157
So, you have language,
agents, and reasoning.

00:31:13.240 --> 00:31:18.317
Well, isn't that what we do? Right?
We do stuff, we communicate, and

00:31:18.400 --> 00:31:19.917
we do actions.

00:31:20.000 --> 00:31:22.557
So, the San Francisco consensus is that

00:31:22.640 --> 00:31:26.117
at some point that stuff comes together

00:31:26.200 --> 00:31:29.837
and you get what is called technically
recursive self-improvement. And

00:31:29.920 --> 00:31:33.677
recursive self-improvement
is when it's learning on its own.

00:31:33.760 --> 00:31:37.637
This is not true today. Today,
when you set up one of these huge

00:31:37.720 --> 00:31:40.717
data centers, you know what they look
like, um you have to tell them what to

00:31:40.800 --> 00:31:43.357
learn. But the belief
is that this is coming.

00:31:43.440 --> 00:31:47.077
And there's lots of evidence that this
is coming. The ability for computers to

00:31:47.160 --> 00:31:51.757
write programs, to generate mathematical
conjectures, to discover new facts looks

00:31:51.840 --> 00:31:55.277
like it's very very close.
Many people believe that there will be

00:31:55.360 --> 00:31:58.317
new math design, new mathematicians, AI

00:31:58.400 --> 00:32:01.157
mathematicians to love in the next year.

00:32:01.240 --> 00:32:04.157
So, we collectively as an industry
believe that this is going to happen

00:32:04.240 --> 00:32:06.437
soon. If you ask the San Francisco

00:32:06.520 --> 00:32:09.197
people, they'll say 2 years.

00:32:09.280 --> 00:32:14.717
Which is really soon. If you ask me,
I double that to 4 years, which is really

00:32:14.800 --> 00:32:19.237
soon. Right? So, it's happening. It's
happening very quickly. I want and Henry

00:32:19.320 --> 00:32:22.757
certainly wanted it. We wanted it to be
built with American values and human

00:32:22.840 --> 00:32:27.797
values. There is a point, in my view,
and we talked a lot about this,

00:32:27.880 --> 00:32:32.317
where somebody's going to have to raise
their hand and say, we just went too far.

00:32:32.400 --> 00:32:35.557
There's too much danger here.
We don't want to give that agency to the

00:32:35.640 --> 00:32:39.557
computer. We want humans to be in charge
of it. It is not agreed to where that

00:32:39.640 --> 00:32:43.237
point is, but our book spends a lot
of time talking about where that might be.

00:32:43.320 --> 00:32:46.637
Another example would be the you
discover that the computer has decided

00:32:46.720 --> 00:32:49.597
on its own to get access to weapons.

00:32:49.680 --> 00:32:53.077
That that's clearly a Like everyone
would agree that's not a good idea,

00:32:53.160 --> 00:32:55.957
right? It's bad enough that humans
have access to weapons. Imagine if the

00:32:56.040 --> 00:32:59.317
computer has it. And what are
the criteria by which And you can think of

00:32:59.400 --> 00:33:04.037
many other such examples. Fundamen-
fundamentally about human agency. We

00:33:04.120 --> 00:33:07.717
also spend a lot of time talking
about the effect on children.

00:33:07.800 --> 00:33:10.717
Um we're running a mass experiment on

00:33:10.800 --> 00:33:13.277
human development by deploying these

00:33:13.360 --> 00:33:15.917
systems that are incredibly addictive.

00:33:16.000 --> 00:33:20.517
Um what whether it's on iPad or phone or,
you know, whatever for young people

00:33:20.600 --> 00:33:24.357
who may not be certainly not adults,
may not have their own identity, and they

00:33:24.440 --> 00:33:27.597
can really be manipulated. So, what does
it mean to be a child whose best friend

00:33:27.680 --> 00:33:32.557
is non-human? Aside from maybe
becoming like a super nerd.

00:33:32.640 --> 00:33:35.077
But I don't know, what does it mean?
We we we have no data. We don't know what

00:33:35.160 --> 00:33:38.637
it means to young young boys and girls,
to their development, to their ability

00:33:38.720 --> 00:33:43.117
to associate. Will they ultimately
rebel and say, I only love people, I hate

00:33:43.200 --> 00:33:45.197
computers? Like, you know, kids rebel.

00:33:45.280 --> 00:33:47.717
We just don't know.

00:33:47.800 --> 00:33:54.640
So, can you take the next slide? I'm
sorry, I have the clicker, but I left it.

00:33:57.880 --> 00:34:02.680
Can I Can you guys make
the next slide go up?

00:34:03.560 --> 00:34:06.917
Yeah, thank you. So,
here's the so-called Kissinger

00:34:07.000 --> 00:34:08.197
challenge.

00:34:08.280 --> 00:34:11.357
This is Henry 1969.

00:34:11.440 --> 00:34:14.917
So, Nixon was elected in 1968.

00:34:15.000 --> 00:34:19.037
Became president January 1969.

00:34:19.120 --> 00:34:21.197
Appointed Henry, who was a professor

00:34:21.280 --> 00:34:23.397
here at Harvard, as his national

00:34:23.480 --> 00:34:28.957
security advisor. And Henry writes,
as you'll see here, that anyone coming to

00:34:29.040 --> 00:34:30.117
office

00:34:30.200 --> 00:34:32.917
in the late '60s could not fail to be

00:34:33.000 --> 00:34:36.517
awed by the unprecedented dimensions of

00:34:36.600 --> 00:34:38.637
the challenge of peace.

00:34:38.720 --> 00:34:43.757
And then down to the bottom line,
there could be no higher duty

00:34:43.840 --> 00:34:45.517
than to prevent the catastro-

00:34:45.600 --> 00:34:49.717
catastrophe of nuclear war.

00:34:49.800 --> 00:34:54.797
So, that became for him
a defining challenge

00:34:54.880 --> 00:34:56.477
in the Cold War

00:34:56.560 --> 00:34:58.237
with nuclear weapons, arsenals

00:34:58.320 --> 00:35:03.597
developing, but quote,
no higher duty than to prevent.

00:35:03.680 --> 00:35:07.997
So, how might this apply
currently as we try

00:35:08.080 --> 00:35:10.397
to think about the US, China, and AI?

00:35:10.480 --> 00:35:13.037
Well, let me say that I
think there's no higher duty

00:35:13.120 --> 00:35:17.157
than to preserve human
agency and human freedom.

00:35:17.240 --> 00:35:20.997
Right? The things that we
value collectively the most.

00:35:21.080 --> 00:35:24.037
And I think that's going to be a central
challenge for all of you when you

00:35:24.120 --> 00:35:28.557
graduate. Um all of you will be facing
these issues and they're complicated and

00:35:28.640 --> 00:35:32.237
they're subtle.
Um imagine if the internet had been

00:35:32.320 --> 00:35:35.997
invented by China and it
didn't have the kind of openness

00:35:36.080 --> 00:35:40.397
that uh the internet has today.
It was under the Chinese internet.

00:35:40.480 --> 00:35:44.917
Um it looks like China is pursuing
a different strategy than what I'm talking

00:35:45.000 --> 00:35:50.357
about. In my most recent visit to China,
my the way I operated, I ask engineers

00:35:50.440 --> 00:35:52.877
technical questions cuz
they don't lie to you.

00:35:52.960 --> 00:35:55.197
Whereas kind of everyone
else, I'm not so sure.

00:35:55.280 --> 00:35:58.837
And I eventually figured out what
the Chinese are doing is they're really

00:35:58.920 --> 00:36:02.357
really focused on applying AI
in their businesses. And they're going to

00:36:02.440 --> 00:36:04.677
outcompete with us.

00:36:04.760 --> 00:36:07.357
We We will lose to China for their

00:36:07.440 --> 00:36:09.717
incredible adoption of AI in every

00:36:09.800 --> 00:36:14.957
product. Because they're just relentless
and they work so hard. Called 996, 9:00

00:36:15.040 --> 00:36:18.357
in the morning, 9:00 in the evening,
6 days a week. Illegal, by the way, in

00:36:18.440 --> 00:36:23.077
China. Illegal in America, right?
But nevertheless practiced. Um they're

00:36:23.160 --> 00:36:27.077
coming. Um they do not
appear to be as focused

00:36:27.160 --> 00:36:29.317
on superintelligence and the path that I

00:36:29.400 --> 00:36:31.197
was describing as the San Francisco

00:36:31.280 --> 00:36:34.237
consensus. Of course, that could change.

00:36:34.320 --> 00:36:38.197
So, it appears that the two are pursuing
different paths. One of the questions

00:36:38.280 --> 00:36:41.997
for you all and uh at the graduate
level, even undergraduates given it's

00:36:42.080 --> 00:36:46.917
Harvard, is start figuring out what
happens when these divergent paths hit

00:36:47.000 --> 00:36:51.637
roadblocks. Right? Cuz they're both
have it. Example would be in America,

00:36:51.720 --> 00:36:55.037
we have essentially produced no new
electricity because it's very hard to

00:36:55.120 --> 00:36:59.317
provision electricity. China has infinite

00:36:59.400 --> 00:37:01.957
electricity because of their incredible

00:37:02.040 --> 00:37:04.357
investment in renewables and so forth.

00:37:04.440 --> 00:37:08.637
They built something like 120 gigawatts
of new renewable energy in the last 5

00:37:08.720 --> 00:37:10.197
years. It's some number like that.

00:37:10.280 --> 00:37:12.157
>> no. Wait. Wait. Wait. Wait.

00:37:12.240 --> 00:37:15.317
Every day in China,

00:37:15.400 --> 00:37:18.557
Thursday, Saturday, Monday, every day uh

00:37:18.640 --> 00:37:22.917
another gigawatt of electricity has
added to the grid. Wow. That's pretty

00:37:23.000 --> 00:37:28.037
extreme. >> Every day. So,
my point is And here And here, by

00:37:28.120 --> 00:37:31.717
the way, just to give you an example,
how big is a nuclear power plant? About

00:37:31.800 --> 00:37:36.517
1.5 gigawatts. So, that's
the scale of the electricity

00:37:36.600 --> 00:37:40.837
revolution that's going on in China,
again using those numbers.

00:37:40.920 --> 00:37:44.397
How many of those kinds of plants
have we built in America? Zero.

00:37:44.480 --> 00:37:47.877
Uh and we're certainly losing the
renewables race to China for the reasons

00:37:47.960 --> 00:37:49.677
that everybody here knows.

00:37:49.760 --> 00:37:54.957
So, they have a lot of power, right?
We don't. We have a lot of chips,

00:37:55.040 --> 00:37:58.677
they don't. Um it sets
up the competition, right?

00:37:58.760 --> 00:38:03.437
And each will pursue different ways.
Um one of the technical questions

00:38:03.520 --> 00:38:07.357
is something called diffusion, where
what you do is you take a very powerful

00:38:07.440 --> 00:38:11.197
model, we'll use Gemini 3,
the top one at the moment,

00:38:11.280 --> 00:38:15.357
um and you ask it 10,000 questions
and you take the answers, and then the

00:38:15.440 --> 00:38:20.197
system can learn from the questions
and answers enough to mimic, without the

00:38:20.280 --> 00:38:24.637
expense of doing the big training,
the big model. So, again,

00:38:24.720 --> 00:38:28.917
thinking through the strategies that China
will pursue and the the strategies

00:38:29.000 --> 00:38:32.957
that are available for America um
are is probably pretty important.

00:38:33.040 --> 00:38:37.797
What's interesting is both countries are
relying on the private sector to do this.

00:38:37.880 --> 00:38:41.437
You would have thought in Henry's period
that you would have used the government.

00:38:41.520 --> 00:38:45.397
But in fact, our government cannot move
this quickly, the compensation systems,

00:38:45.480 --> 00:38:49.157
and so forth. It turns out it's probably
true for the Chinese as well. I don't

00:38:49.240 --> 00:38:51.157
know at the at the security level if

00:38:51.240 --> 00:38:53.677
this is true, but I've not found any

00:38:53.760 --> 00:38:58.357
large, weird, Manhattan-type projects
within China, although there's plenty of

00:38:58.440 --> 00:39:00.037
people in the private companies that are

00:39:00.120 --> 00:39:02.477
working hard on national security.

00:39:02.560 --> 00:39:06.397
So, on the AI topic in general, tell us

00:39:06.480 --> 00:39:08.477
Just give us a minute or two of what is

00:39:08.560 --> 00:39:10.637
the upside, the things that excite you

00:39:10.720 --> 00:39:13.677
the most that are 1 year, 2 year, 3

00:39:13.760 --> 00:39:16.157
years that are the line of sight to.

00:39:16.240 --> 00:39:20.157
Well, the first question is, why is this
madness occurring? It must be a bubble

00:39:20.240 --> 00:39:25.037
and it's going to crash. No,
it's not a bubble. If if anything,

00:39:25.120 --> 00:39:29.437
it's underhyped because you're
fundamentally automating businesses.

00:39:29.520 --> 00:39:33.397
And the reason people are spending this
enormous amount of money is to automate

00:39:33.480 --> 00:39:36.917
the boring parts of what they view
as the boring parts of their business. So,

00:39:37.000 --> 00:39:40.597
whether it's billing or accounting
or product design or delivery or inventory

00:39:40.680 --> 00:39:44.477
or management or whatever,
people are automating those. Um

00:39:44.560 --> 00:39:48.157
and there's an awful lot there.
Think about medicine, think about climate

00:39:48.240 --> 00:39:53.840
change, engineering,
new science, it's extraordinary.

00:39:57.160 --> 00:40:01.957
So, what excites you the most
of the ones that you see

00:40:02.040 --> 00:40:05.997
that you have that you have a line of
sight to that the rest of us probably do

00:40:06.080 --> 00:40:12.520
or not seeing yet? Sorry,
I have to Sorry. have a cough.

00:40:12.880 --> 00:40:17.637
I apologize. We can all

00:40:17.720 --> 00:40:19.717
see in our own imagination what we're

00:40:19.800 --> 00:40:25.037
thinking of and then we'll see what Eric
says. Yes. Well, when I started when I

00:40:25.120 --> 00:40:28.717
was in high school,
I was an early programmer.

00:40:28.800 --> 00:40:32.157
And I delighted in writing code. When
I went to college and graduate school,

00:40:32.240 --> 00:40:35.077
that's all I ever wanted to do. I didn't
I ignored all these history things and

00:40:35.160 --> 00:40:39.157
things like this. I was the
definition of a nerd at the time.

00:40:39.240 --> 00:40:43.517
And everything that I did in my 20s,
which got me to where I am, has now been

00:40:43.600 --> 00:40:47.277
completely automated.
Every aspect of the programming that I

00:40:47.360 --> 00:40:50.197
did, every aspect of the design is now

00:40:50.280 --> 00:40:54.877
done by computers. I recently
had it write a whole program

00:40:54.960 --> 00:40:59.197
for me and I'm sitting there watching it
define the classes and the detail of the

00:40:59.280 --> 00:41:03.477
interactions and so forth as it's
generating it got like, holy crap, you

00:41:03.560 --> 00:41:07.077
know, the end of me.
And I think watching I've been doing

00:41:07.160 --> 00:41:10.997
programming for 55 years.

00:41:11.080 --> 00:41:14.677
So, to see something start and then
end in front of your own life and you're

00:41:14.760 --> 00:41:18.037
still alive is really
profound, if I might say.

00:41:18.120 --> 00:41:20.557
Now, computer science is not going away.

00:41:20.640 --> 00:41:23.597
The computer scientist will be at least
until the computer scientist gets

00:41:23.680 --> 00:41:27.117
replaced, will be supervising this.

00:41:27.200 --> 00:41:30.277
But the ability to generate code at the

00:41:30.360 --> 00:41:34.677
power that these systems can do
is revolutionary. It means that each and

00:41:34.760 --> 00:41:37.077
every one of you has a supercomputer and

00:41:37.160 --> 00:41:39.357
a superprogrammer in your pocket.

00:41:39.440 --> 00:41:43.557
Now, nobody here is a terrorist, right?
But using it's always easier to

00:41:43.640 --> 00:41:47.917
use negative examples. There's plenty
of I'll use a stereotype, young men living

00:41:48.000 --> 00:41:50.997
in the basement, their mothers give
them food and they sit there on the

00:41:51.080 --> 00:41:55.437
equivalent of crypto for chan, you know,
paranoia, whatever. What pick your pick

00:41:55.520 --> 00:41:59.037
your poison. They all have
the ability to use these

00:41:59.120 --> 00:42:02.797
tools to build incredibly
powerful systems.

00:42:02.880 --> 00:42:06.877
Right? Cyber attacks, other things.
No whatever they care about.

00:42:06.960 --> 00:42:10.677
Um there was there's some evidence that I

00:42:10.760 --> 00:42:15.477
think it's Mengioni, the fellow who
killed the insurance insurance executive,

00:42:15.560 --> 00:42:19.237
um was into some of this and there's
some people were looking at some of his

00:42:19.320 --> 00:42:22.517
writings. Of course, he's in jail now,
but that he was somehow influenced with

00:42:22.600 --> 00:42:26.637
that. Now, I'm not proving causality here,
but it's an example of some of the

00:42:26.720 --> 00:42:30.957
darkest recesses of humanity.
You give those people these kinds of

00:42:31.040 --> 00:42:34.357
tools, we have to be ready. Now, the
industry is well aware of this and we're

00:42:34.440 --> 00:42:36.277
working on it. It's very important that

00:42:36.360 --> 00:42:39.117
the defensive systems be capable. The

00:42:39.200 --> 00:42:41.597
eventual solution to AI, by the way, bad

00:42:41.680 --> 00:42:46.237
AI is AI fighting good AI fighting
bad AI and that's how it will resolve

00:42:46.320 --> 00:42:49.957
itself. Okay, can we do
the next slide, please?

00:42:50.040 --> 00:42:52.797
I want to ask you about the US China

00:42:52.880 --> 00:42:57.197
rivalry in AI as you see it. So, this is

00:42:57.280 --> 00:42:59.317
apologies if the slide's not clear

00:42:59.400 --> 00:43:04.837
enough, but what it suggests is that if
we take the series of indices,

00:43:04.920 --> 00:43:08.597
uh if you look at the performance gap

00:43:08.680 --> 00:43:13.677
in January of 204,
it was significantly larger than it is

00:43:13.760 --> 00:43:18.480
today. And then the uh

00:43:20.160 --> 00:43:23.877
What do we make of this and what
do we make of the likely future?

00:43:23.960 --> 00:43:28.477
So, the chart is correct,
but the people who are

00:43:28.560 --> 00:43:32.477
influenced by this claim that it's
not going to be true for long

00:43:32.560 --> 00:43:37.277
because the reasoning revolution
requires so many chips and so much of

00:43:37.360 --> 00:43:40.717
the magic that the San
Francisco people have invented,

00:43:40.800 --> 00:43:42.917
using that as a sort of moniker, that

00:43:43.000 --> 00:43:47.757
the gap will widen.
My own view is that the gap will widen,

00:43:47.840 --> 00:43:51.837
but for different reasons.
I think that the Chinese focus is

00:43:51.920 --> 00:43:56.957
largely, as I mentioned,
on embedding AI in everything. Smart

00:43:57.040 --> 00:43:58.637
toasters, cars, so forth and so on.

00:43:58.720 --> 00:44:03.237
They're moving much more quickly than
our their robots. I think that the vast

00:44:03.320 --> 00:44:06.957
majority of humanoid robots will
be Chinese AI powered and Chinese AI

00:44:07.040 --> 00:44:10.917
manufactured simply because they know
how to drive the cost of things down.

00:44:11.000 --> 00:44:13.717
Their supply chains are incredible,
their cost management, they work so

00:44:13.800 --> 00:44:15.077
hard, blah blah blah, all that kind of

00:44:15.160 --> 00:44:16.277
stuff.

00:44:16.360 --> 00:44:20.757
So, my guess is that that it's true that

00:44:20.840 --> 00:44:24.677
the gap will probably get larger,
but the real question is will you as a

00:44:24.760 --> 00:44:28.317
consumer ultimately have a a better
experience as a consumer with a Chinese

00:44:28.400 --> 00:44:32.317
product than a US product?
And the answer is from a fit and finish,

00:44:32.400 --> 00:44:35.757
probably the Chinese product
and that's of concern.

00:44:35.840 --> 00:44:40.637
So, let me drill a little further on
this one. So, what there is a half dozen

00:44:40.720 --> 00:44:45.117
questions about which people are making
bets and you've thought about them quite

00:44:45.200 --> 00:44:47.357
deeply. So, one is are we going to bet

00:44:47.440 --> 00:44:48.317
on

00:44:48.400 --> 00:44:53.157
computer chips or stacks or brains?

00:44:53.240 --> 00:44:54.797
Another one is are we going to bet

00:44:54.880 --> 00:44:57.797
closed or open? Yep. Another one is are

00:44:57.880 --> 00:45:01.557
we going to bet um working hard on AGI

00:45:01.640 --> 00:45:04.757
or diffusion and applications?

00:45:04.840 --> 00:45:08.317
So, if you go across the spectrum there,

00:45:08.400 --> 00:45:09.357
uh

00:45:09.440 --> 00:45:12.877
if I look at the Chinese piece,

00:45:12.960 --> 00:45:17.117
uh certainly the guys
at Deep Seek think 200 people

00:45:17.200 --> 00:45:20.077
uh who just have brains

00:45:20.160 --> 00:45:22.637
can have a reasoning machine

00:45:22.720 --> 00:45:24.837
that costs 1/1000

00:45:24.920 --> 00:45:27.837
of the cost of Open AI.

00:45:27.920 --> 00:45:30.277
And now there's six other little dragons

00:45:30.360 --> 00:45:32.957
coming along from the same from the same

00:45:33.040 --> 00:45:35.597
space. So, that one makes me worry.

00:45:35.680 --> 00:45:40.637
On the closed versus open, if I remember
our last conversation, you had pretty

00:45:40.720 --> 00:45:44.677
much concluded that open is going
to beat closed, but all of our companies

00:45:44.760 --> 00:45:49.637
are mostly closed. So, what about that?

00:45:49.720 --> 00:45:52.357
And then thirdly, uh

00:45:52.440 --> 00:45:57.357
maybe if there's this AGI breakthrough,
all the rest of this other stuff won't

00:45:57.440 --> 00:46:00.237
matter, but if the

00:46:00.320 --> 00:46:03.157
if the diffusion and application is

00:46:03.240 --> 00:46:05.197
already working in

00:46:05.280 --> 00:46:08.357
these other arenas, so just take us

00:46:08.440 --> 00:46:13.557
another step on the on the rivalry.
So, diffusion refer backward diffusion

00:46:13.640 --> 00:46:17.277
refers to essentially
learning from one model by

00:46:17.360 --> 00:46:21.117
the by many pairs and learning
from it, as we discussed.

00:46:21.200 --> 00:46:25.677
My own opinion is that which is not
I'm not sure of, but I think so,

00:46:25.760 --> 00:46:29.677
that the large companies will ultimately
not release their largest models. It'll

00:46:29.760 --> 00:46:33.357
be too dangerous to do so that they'll
subset them. That's what I would do.

00:46:33.440 --> 00:46:36.237
Now, I assume that they'll
come to that decision.

00:46:36.320 --> 00:46:39.837
I think the most interesting question is
open versus closed. For the those of you

00:46:39.920 --> 00:46:41.877
who don't have a background in this,

00:46:41.960 --> 00:46:44.077
open source open weights, open source is

00:46:44.160 --> 00:46:48.037
what I did for decades. Um when you use

00:46:48.120 --> 00:46:52.277
any form of computer, much of the software
that you're using was developed

00:46:52.360 --> 00:46:55.837
by open source, which meant that the
source was published and people would

00:46:55.920 --> 00:46:59.157
collectively advance it. And there was
a whole movement around this, which I was

00:46:59.240 --> 00:47:03.477
part of. So, I'm relentlessly
open source in my view.

00:47:03.560 --> 00:47:06.117
Um the major companies are closed source

00:47:06.200 --> 00:47:11.117
largely for economic reasons.
Um basically, if you borrow 50 billion

00:47:11.200 --> 00:47:15.037
dollars from the financial market, they
do want a return and saying to them, oh,

00:47:15.120 --> 00:47:18.157
by the way, we're going to give all
the models away and you won't get your

00:47:18.240 --> 00:47:22.837
return probably isn't a very
good legal or financial strategy.

00:47:22.920 --> 00:47:24.797
So, it So, the American model seems to

00:47:24.880 --> 00:47:26.197
have emerged as

00:47:26.280 --> 00:47:29.917
as closed. Strangely, the Chinese model

00:47:30.000 --> 00:47:34.557
is completely open open
weights open source.

00:47:34.640 --> 00:47:39.677
Why? I don't know.
Um one possible explanation is that the

00:47:39.760 --> 00:47:42.797
Chinese government has figured out
that they were losing in closed source

00:47:42.880 --> 00:47:46.717
because they couldn't get the hardware
and open source, because it's free,

00:47:46.800 --> 00:47:50.077
gives them proliferation. So,
one of the consequences of open

00:47:50.160 --> 00:47:52.397
source open weights is the vast majority

00:47:52.480 --> 00:47:54.077
of humans on the planet will use Chinese

00:47:54.160 --> 00:47:57.797
models. Why? Cuz they're free, right?

00:47:57.880 --> 00:48:01.597
And most countries cannot afford
the computing and the data centers and so

00:48:01.680 --> 00:48:05.637
forth. They're just going to take the
Chinese models for free and embed them.

00:48:05.720 --> 00:48:09.517
Now, is that an issue? Absolutely,
because it comes with Chinese values,

00:48:09.600 --> 00:48:13.237
Chinese training, Chinese biases and so
forth. We would prefer to have it be

00:48:13.320 --> 00:48:17.557
American. Um we will see.
There is a there's a

00:48:17.640 --> 00:48:20.717
couple of open source
projects in America that I am a

00:48:20.800 --> 00:48:24.837
supporter of, but they
can't raise the 10 billion

00:48:24.920 --> 00:48:28.797
dollars that are needed from the public
markets to get to where they want. So,

00:48:28.880 --> 00:48:33.477
they are gems, but they're not
at the scale. I've argued that the US

00:48:33.560 --> 00:48:35.597
government should help fund them. I've

00:48:35.680 --> 00:48:37.357
argued that philanthropists should help

00:48:37.440 --> 00:48:40.637
fund them, but I don't really know.

00:48:40.720 --> 00:48:45.557
Okay, that's very helpful. So, one
last question and then we're going to uh

00:48:45.640 --> 00:48:50.597
take questions from the audience.
If you were picking two or three questions

00:48:50.680 --> 00:48:52.477
that a graduate student or an

00:48:52.560 --> 00:48:58.117
undergraduate interested in this space,
AI and geopolitics, should be thinking

00:48:58.200 --> 00:49:01.757
about. Give us two
or three questions that we

00:49:01.840 --> 00:49:05.877
might have somebody that has
an answer to or part of an answer to

00:49:05.960 --> 00:49:09.677
the next time you come. So, so a couple
well, again, we're dealing with some of

00:49:09.760 --> 00:49:10.797
the smartest people in the world here.

00:49:10.880 --> 00:49:14.917
So, the first question is what does
it mean to be human in the age of AI?

00:49:15.000 --> 00:49:19.597
That is a question that you can write
many PhD theses on. So, basically, study

00:49:19.680 --> 00:49:23.357
history, study philosophy, study how
people work, study economics and then

00:49:23.440 --> 00:49:26.837
figure out what this new technology
is going to do. We always in in my

00:49:26.920 --> 00:49:30.597
industry, because we didn't take those
classes, we always ignore those things,

00:49:30.680 --> 00:49:34.477
right? You guys are capable of answering
these questions in ways and if we get

00:49:34.560 --> 00:49:38.677
out of line, maybe you can use
that to call to call us out.

00:49:38.760 --> 00:49:40.677
The second question has to do with this

00:49:40.760 --> 00:49:44.397
China-US rivalry. Why China versus US?

00:49:44.480 --> 00:49:48.997
The only two countries that are going
to matter. And the reason is you need an

00:49:49.080 --> 00:49:52.997
enormous amount of money and an enormous
number of people. And as much as I like

00:49:53.080 --> 00:49:55.717
Europe, Europe is not organized, doesn't
have enough people, doesn't have enough

00:49:55.800 --> 00:49:59.397
money to do it. India is not
organized enough yet to do

00:49:59.480 --> 00:50:02.597
it, although they're trying. And most
of the other countries don't have enough

00:50:02.680 --> 00:50:05.157
money, don't have enough of the talent,
don't have the right universities and so

00:50:05.240 --> 00:50:07.677
forth. And then the third question has

00:50:07.760 --> 00:50:09.797
to do much more with conflict.

00:50:09.880 --> 00:50:13.197
In a world where you have terrorists who

00:50:13.280 --> 00:50:17.637
have access to AI and you have
governments that have access to AI, what

00:50:17.720 --> 00:50:22.077
does conflict look like? What does
a terrorist attack look like against a

00:50:22.160 --> 00:50:25.597
major power? Obviously, I'm not
endorsing that, it's a terrible thing.

00:50:25.680 --> 00:50:27.917
How do we defend against it? Same thing

00:50:28.000 --> 00:50:30.357
for China versus US. But what about

00:50:30.440 --> 00:50:32.877
Russia versus Ukraine? What about Europe

00:50:32.960 --> 00:50:37.717
versus whatever? Trying to understand
how conflict plays out in an algorithmic

00:50:37.800 --> 00:50:42.557
warfare where the AI is driving
everything is a very, very fertile area

00:50:42.640 --> 00:50:47.240
for research and new ideas.
And it's just starting.

00:50:47.680 --> 00:50:50.677
So, good topics for somebody to work on

00:50:50.760 --> 00:50:53.997
in the interim. Let's start here. Please

00:50:54.080 --> 00:50:57.237
introduce yourself and a short question.

00:50:57.320 --> 00:51:00.717
Hi, my name is Teresa. I'm a second year
student here at the Kennedy School and

00:51:00.800 --> 00:51:04.837
I'm in Professor Allison's national
security class. We had a class talk

00:51:04.920 --> 00:51:08.237
about cybersecurity
and most of the tech that

00:51:08.320 --> 00:51:11.357
underpins US homeland security is all in

00:51:11.440 --> 00:51:15.837
private hands. So, what governance
governance model do you think will

00:51:15.920 --> 00:51:20.077
actually help work to coordinate
government and private companies

00:51:20.160 --> 00:51:24.797
to during especially during
like a AI type of emergency?

00:51:24.880 --> 00:51:28.597
And given we talked a lot
about like US-China rivalry

00:51:28.680 --> 00:51:31.117
and despite the technology and

00:51:31.200 --> 00:51:35.877
investment rivalry, there's also a big
difference in governance model. So, how

00:51:35.960 --> 00:51:40.677
do you think the two governance model
will lead in terms of there's a homeland

00:51:40.760 --> 00:51:44.317
security cyber crisis? Well,
first place, I think in under the Trump

00:51:44.400 --> 00:51:47.477
administration, you're not going to see
much regulation of AI. That's pretty

00:51:47.560 --> 00:51:52.237
clear. In China, it appears that they're
allowing the the companies to do

00:51:52.320 --> 00:51:56.157
whatever they want.
Although they have the laws about

00:51:56.240 --> 00:51:59.077
various things, they don't seem to be
implementing them. So, it looks like

00:51:59.160 --> 00:52:01.717
it's an all-out business conflict. The

00:52:01.800 --> 00:52:04.197
biggest concern I have is cyber attacks.

00:52:04.280 --> 00:52:07.357
If you can write code the way that I've

00:52:07.440 --> 00:52:09.517
seen these things write, and every

00:52:09.600 --> 00:52:14.437
company in my world is now using
programmers and AI programmers together.

00:52:14.520 --> 00:52:18.277
It's extraordinary. It's happened
very quickly. Look at Claude code, for

00:52:18.360 --> 00:52:22.117
example, the most recent one which is by
far at the top. It's from Anthropic. And

00:52:22.200 --> 00:52:25.637
others coming. Gemini, of course, claims
it has a competitor, but at the moment

00:52:25.720 --> 00:52:29.037
Claude code is a bit
better, it looks like.

00:52:29.120 --> 00:52:32.037
If you can write code,
you can also write cyber attacks

00:52:32.120 --> 00:52:34.117
because the objective function is easy.

00:52:34.200 --> 00:52:36.917
Just keep writing code
until you break something.

00:52:37.000 --> 00:52:39.557
And if you have enough hardware
and enough energy, you can just keep doing

00:52:39.640 --> 00:52:43.717
that. So, I think there's going
to be a many, many more cyber attacks.

00:52:43.800 --> 00:52:47.397
And that doesn't mean from governments,
it could also be from terrorists and and

00:52:47.480 --> 00:52:51.237
bad organizations. And I think getting
organized for that would be my primary

00:52:51.320 --> 00:52:54.717
concerns. Please.

00:52:54.800 --> 00:53:00.157
Hi. Thank you for coming.
I'm David Wideman. I'm MPP2 here.

00:53:00.240 --> 00:53:05.357
You You mentioned the strength of current
closed-source models. You can tell me if

00:53:05.440 --> 00:53:08.357
I'm wrong, but I think open-source
models are about a half generation

00:53:08.440 --> 00:53:10.917
behind the current closed-source models.

00:53:11.000 --> 00:53:14.437
Perhaps it's a little dangerous
to characterize open-source versus

00:53:14.520 --> 00:53:19.600
closed-source as an America
versus China issue.

00:53:20.160 --> 00:53:23.037
And my my fear is that the Silicon
Valley people that you're talking about

00:53:23.120 --> 00:53:27.117
are seeking regulatory capture
and that's why they want to fearmonger

00:53:27.200 --> 00:53:31.437
around open-source models.
What would it take if we wanted to

00:53:31.520 --> 00:53:36.197
establish a moratorium on closed-source
models if that's something that we seek?

00:53:36.280 --> 00:53:39.797
What would it take in order to do
establish this moratorium worldwide?

00:53:39.880 --> 00:53:44.117
I think I just don't agree
with your question, so I'm sorry.

00:53:44.200 --> 00:53:48.797
I I don't see the open-source leadership
in America. And I see nothing but

00:53:48.880 --> 00:53:52.437
open-source leadership in China.
I think those are the facts.

00:53:52.520 --> 00:53:57.117
So, I don't think there's regulatory
capture on the open-source side.

00:53:57.200 --> 00:54:00.317
And I think again under the Trump
administration, it's highly unlikely

00:54:00.400 --> 00:54:03.797
that you're going to see significant
regulation of the closed-source

00:54:03.880 --> 00:54:08.197
companies. But I think the closed-source
decision is largely driven by economics,

00:54:08.280 --> 00:54:10.157
not policy. If you see my point.

00:54:10.240 --> 00:54:13.037
Literally, you just can't I mean, think
about the cost of these things. We're

00:54:13.120 --> 00:54:15.917
talking about $10 billion, $20 billion.

00:54:16.000 --> 00:54:19.277
How would you raise that without it?

00:54:19.360 --> 00:54:21.877
And I think Eric, this goes back to

00:54:21.960 --> 00:54:24.077
before making our list of questions, I

00:54:24.160 --> 00:54:26.597
would add add to it. How does the

00:54:26.680 --> 00:54:29.077
financing considerations

00:54:29.160 --> 00:54:32.077
impact the strategic choices? Because if

00:54:32.160 --> 00:54:34.597
it if it just happens to be an accident

00:54:34.680 --> 00:54:37.557
of the financial

00:54:37.640 --> 00:54:42.637
structure, that wouldn't necessarily
reflect the national interest. That

00:54:42.720 --> 00:54:46.717
would just reflect the capital
markets as they are. I think

00:54:46.800 --> 00:54:51.077
that it's important to acknowledge
that America has the most extraordinary

00:54:51.160 --> 00:54:53.157
capital market financial system in the

00:54:53.240 --> 00:54:55.957
world by far. I think the numbers are

00:54:56.040 --> 00:54:59.477
60% of the volume and 90% of of the

00:54:59.560 --> 00:55:03.197
value dollar and so
forth is in US dollars.

00:55:03.280 --> 00:55:07.037
And so countries that are
not dollar denominated do fear

00:55:07.120 --> 00:55:11.917
the power of that financial market. And we
see it in the ability to raise money.

00:55:12.000 --> 00:55:15.757
When I was in China, it was quite clear
in talking to my friends, they don't

00:55:15.840 --> 00:55:19.117
have access to the depth of the financial
market. They literally cannot

00:55:19.200 --> 00:55:23.557
get the money. The venture financing
that was in China is cut by a factor of

00:55:23.640 --> 00:55:28.157
five since three years ago. Now, there
are many reasons for that, not just our

00:55:28.240 --> 00:55:32.477
world and not just the US. But without
that access to capital, it's very hard

00:55:32.560 --> 00:55:37.037
to to do these large models with these
companies and training. Now, you can

00:55:37.120 --> 00:55:42.037
imagine everything I'm saying
changing if the underlying

00:55:42.120 --> 00:55:45.317
algorithms change. There are people
who are working on new non-transformer

00:55:45.400 --> 00:55:48.517
models which are less economically

00:55:48.600 --> 00:55:52.437
expensive. There are many people who
have commented on the energy efficiency

00:55:52.520 --> 00:55:56.117
of human brains versus the cost of these
data centers. And trust me, our brains

00:55:56.200 --> 00:56:01.077
are complicated, but they're not energy
they're not energy expensive. So, so

00:56:01.160 --> 00:56:04.117
again, there there are there might be
a breakthrough that would change the

00:56:04.200 --> 00:56:07.157
calculus that we're discussing.
Go ahead. Please.

00:56:07.240 --> 00:56:10.837
Thank you, Dr. Schmidt.
My name is Fatjon Semanajaku. I'm an

00:56:10.920 --> 00:56:13.277
MC/MPA student here at Harvard Kennedy

00:56:13.360 --> 00:56:16.557
School. Originally from Albania.

00:56:16.640 --> 00:56:19.597
In the age of AI, you and Dr. Kissinger

00:56:19.680 --> 00:56:23.637
describe a world where AI systems begin

00:56:23.720 --> 00:56:26.757
to interpret reality for us.

00:56:26.840 --> 00:56:29.197
If human strategic judgment becomes

00:56:29.280 --> 00:56:31.077
shaped, even subtly, by

00:56:31.160 --> 00:56:33.877
machine-generated frames, what becomes

00:56:33.960 --> 00:56:36.477
the anchor of responsibility in global

00:56:36.560 --> 00:56:39.277
affairs? In other words, when an

00:56:39.360 --> 00:56:42.077
AI-influenced decision produces a

00:56:42.160 --> 00:56:44.877
real-world consequences, who holds the

00:56:44.960 --> 00:56:47.837
moral burden? The human who acted, the

00:56:47.920 --> 00:56:51.317
institution that deployed the system, or

00:56:51.400 --> 00:56:53.677
the algorithm that shaped the

00:56:53.760 --> 00:56:56.837
perception? And how should democracies

00:56:56.920 --> 00:56:59.877
redesign their institutions before this

00:56:59.960 --> 00:57:03.117
ambiguity becomes a geopolitical

00:57:03.200 --> 00:57:05.557
vulnerability? A very well-phrased

00:57:05.640 --> 00:57:08.957
point. So, I worry that the future of

00:57:09.040 --> 00:57:11.757
democracy is uncertain

00:57:11.840 --> 00:57:16.237
simply because I'll use an American
example. We believe in free speech and

00:57:16.320 --> 00:57:18.277
I'm certainly in favor of absolute free

00:57:18.360 --> 00:57:20.677
speech in America. I'm not in favor of

00:57:20.760 --> 00:57:23.437
boosted speech or algorithmic speech.

00:57:23.520 --> 00:57:28.317
So, where is the line, right? If if I
say something that's wrong and then the

00:57:28.400 --> 00:57:31.517
algorithm, because my claim
is outrageous, decides to spread it

00:57:31.600 --> 00:57:35.837
everywhere, is that appropriate
in a democracy? And you can imagine, and

00:57:35.920 --> 00:57:37.317
again, I'm not making a partisan thing.

00:57:37.400 --> 00:57:41.277
I think any any any part of the
political system can use this for

00:57:41.360 --> 00:57:43.797
whatever effect. The ability to generate

00:57:43.880 --> 00:57:45.757
misinformation that people really

00:57:45.840 --> 00:57:50.237
believe is so simple now that I hope the

00:57:50.320 --> 00:57:54.357
answer is better education and critical
thinking among human beings. But you

00:57:54.440 --> 00:57:58.357
could imagine if I were evil, which
I hope I'm not, and I I sat down and I

00:57:58.440 --> 00:58:02.637
started to flood everyone with my
particular unique messages, that I could

00:58:02.720 --> 00:58:05.357
overwhelm your belief in truth by simply

00:58:05.440 --> 00:58:09.797
relentless copying and repetition.
We know that there's somebody called

00:58:09.880 --> 00:58:13.877
essentially anchor bias. If you hear it
first, then you judge So, if I managed

00:58:13.960 --> 00:58:17.477
to get the message to you first that the
building is on fire, which it's not, so

00:58:17.560 --> 00:58:21.597
I'm not committing a crime.
If I managed to get that first, you then

00:58:21.680 --> 00:58:26.157
anchor from that point. You see the
danger of this. It's very real. I don't

00:58:26.240 --> 00:58:28.077
think and my my answer to your question

00:58:28.160 --> 00:58:30.917
is that every every democracy will face

00:58:31.000 --> 00:58:35.517
this. And I think democracies will make
different decisions based on cultural

00:58:35.600 --> 00:58:39.557
values and their understanding of the
threat. You won't see a single answer

00:58:39.640 --> 00:58:43.037
from democracies. And by the way,
the way authoritarian countries solve this

00:58:43.120 --> 00:58:46.397
problem is they just ban it.
Right. So, a lot of this stuff is

00:58:46.480 --> 00:58:49.357
illegal in authoritarian countries
because they have the ability to

00:58:49.440 --> 00:58:53.917
suppress speech. And obviously,
we're we're all in favor of free speech.

00:58:54.000 --> 00:58:58.317
Please. Good. Yes, ma'am. Yes,
thank you very much for for coming

00:58:58.400 --> 00:59:02.317
here this evening. So, I'm called Elena
Kraine and I'm a fellow at the Belfast

00:59:02.400 --> 00:59:04.237
Center. So, I'm wondering firstly, could

00:59:04.320 --> 00:59:06.757
you comment on the role of humans such

00:59:06.840 --> 00:59:09.437
as you and me in the very long term with

00:59:09.520 --> 00:59:13.837
regards to AI? What's our what
is our role become? And also,

00:59:13.920 --> 00:59:16.157
we often frame, you know, because of the

00:59:16.240 --> 00:59:18.877
value systems, the US-China debate as a

00:59:18.960 --> 00:59:23.437
competition. But is there is there value
to thinking about that in terms of a

00:59:23.520 --> 00:59:26.597
collaboration? And maybe more
interestingly, you know, you mentioned

00:59:26.680 --> 00:59:28.957
Europe being maybe somewhat
disorganized, but they also have

00:59:29.040 --> 00:59:33.037
enormous strength and enormous talent
like Mistral in France and so on.

00:59:33.120 --> 00:59:36.277
Is there something to do
there with um collaboration?

00:59:36.360 --> 00:59:39.837
Um so so a couple comments on Europe, um

00:59:39.920 --> 00:59:43.877
I was the first investor in Mistral,
so I'm a big Mistral fan.

00:59:43.960 --> 00:59:48.037
Mistral cannot raise the money that
their US competitors. They have the

00:59:48.120 --> 00:59:50.277
same problem and they're working on

00:59:50.360 --> 00:59:55.277
solutions to that.
Um with respect to US and China,

00:59:55.360 --> 00:59:58.560
the um

00:59:58.760 --> 01:00:03.397
I started because of Henry, I I spent
about 5 years looking at Chinese peer

01:00:03.480 --> 01:00:07.917
competition. And I thought
that it would be possible

01:00:08.000 --> 01:00:11.917
to get closer to China.
And I eventually through his work and

01:00:12.000 --> 01:00:15.477
others discovered that the Chinese were
more afraid of competing partnering with

01:00:15.560 --> 01:00:20.837
us than we were with them.
So it takes two to tango, right? And I

01:00:20.920 --> 01:00:24.957
think it's highly unlikely. I think
you're going to see in your lifetime

01:00:25.040 --> 01:00:28.757
um hopefully understanding that we have to

01:00:28.840 --> 01:00:33.717
coexist, but it's highly unlikely that
the two systems will become best buddies

01:00:33.800 --> 01:00:35.597
for the obvious reasons.

01:00:35.680 --> 01:00:37.557
I think on this this other question

01:00:37.640 --> 01:00:41.557
about what is what are humans useful for

01:00:41.640 --> 01:00:46.357
uh in the very long term.
Um it's very very clear that humans are

01:00:46.440 --> 01:00:49.677
social animals and want
to be around other humans.

01:00:49.760 --> 01:00:53.597
It's also very clear that there are some
things that we need, medical care and so

01:00:53.680 --> 01:00:56.037
forth, which will be delivered by humans.

01:00:56.120 --> 01:00:58.477
I think that that it's a rough way to

01:00:58.560 --> 01:01:03.637
say this is most other
functions will be doable by

01:01:03.720 --> 01:01:07.837
computers. Will we allow them?
That's a question

01:01:07.920 --> 01:01:09.677
for your research.

01:01:09.760 --> 01:01:11.837
Right? Is where is that line?

01:01:11.920 --> 01:01:15.237
My my old example was the following.

01:01:15.320 --> 01:01:19.077
This is back when we were building Waymo
at Google. So the thought experiment is

01:01:19.160 --> 01:01:23.357
New York City is nothing but Waymo
and competitor automobile cars.

01:01:23.440 --> 01:01:25.957
And the engineers at Google and the other
companies have figured out how to

01:01:26.040 --> 01:01:30.757
completely optimize the traffic so that
the the streets which don't change, you

01:01:30.840 --> 01:01:34.957
have the absolutely mathematically true
highest loading per street ever and it's

01:01:35.040 --> 01:01:39.317
seamless. And then you have somebody with
an emergency, a pregnant woman, you know,

01:01:39.400 --> 01:01:42.757
whatever who has to get to the
hospital and needs an exception.

01:01:42.840 --> 01:01:47.437
Is there an exception button in the car
which says you have to violate all the

01:01:47.520 --> 01:01:51.477
rules because there's something uh
Now if there is not an exception button

01:01:51.560 --> 01:01:56.597
in the car, then that's
dominance of humans by a computer.

01:01:56.680 --> 01:02:00.877
And humans will revolt. If I go back to
the pickaxe versus religion, humans will

01:02:00.960 --> 01:02:02.997
fight that. That will be seen as

01:02:03.080 --> 01:02:06.037
oppression by the government, in this

01:02:06.120 --> 01:02:10.637
case, in the governor of New York
City, whatever metaphor you want,

01:02:10.720 --> 01:02:12.637
and the computer companies themselves.

01:02:12.720 --> 01:02:16.757
If the system, on the other hand,
is adaptable to human needs

01:02:16.840 --> 01:02:20.437
and says, "Ah, we have an actual, you
know, medical emergency and not somebody

01:02:20.520 --> 01:02:23.717
who's high on drugs or, you know,
whatever who's just goofing around or

01:02:23.800 --> 01:02:26.237
some kid who's, you know,
playing with the buttons."

01:02:26.320 --> 01:02:30.357
Um and it reasons and it says, "Oh my god,
I've got to do everything I can to

01:02:30.440 --> 01:02:32.237
get the the person to the hospital."

01:02:32.320 --> 01:02:36.477
Then it'll be more accepted. So a lot
of this depends on whether it integrates

01:02:36.560 --> 01:02:38.677
with our human experience and needs.

01:02:38.760 --> 01:02:42.757
Does it limit our freedom
or does it increase freedom?

01:02:42.840 --> 01:02:46.437
Uh I've come to the view, I'm old
enough now to believe that preserving our

01:02:46.520 --> 01:02:47.957
freedom, our freedom of thought, of

01:02:48.040 --> 01:02:50.517
motion, of assembly, of gathering, you

01:02:50.600 --> 01:02:55.397
know, of all of the things, right?
Uh are really really important. If they

01:02:55.480 --> 01:02:58.797
impinge on our freedom, then they will
be fought and I will be leading that

01:02:58.880 --> 01:03:01.197
fight.

01:03:01.280 --> 01:03:03.437
Please.

01:03:03.520 --> 01:03:06.157
Namaste, sir. My name is Ilma Afroz. I'm

01:03:06.240 --> 01:03:11.277
from India. You mentioned India in your
conversation. I'm lucky to be Professor

01:03:11.360 --> 01:03:12.837
Allison's student and to be learning

01:03:12.920 --> 01:03:15.717
from him. My question is how we can

01:03:15.800 --> 01:03:18.637
bring together US and India. India has

01:03:18.720 --> 01:03:21.037
got some excellent talented people. How

01:03:21.120 --> 01:03:23.517
we can bring both our countries together

01:03:23.600 --> 01:03:26.957
in order uh to create a world where

01:03:27.040 --> 01:03:29.997
democracies flourish and it's a win-win

01:03:30.080 --> 01:03:32.757
partnership for both our countries.

01:03:32.840 --> 01:03:37.317
Um I strongly agree.
I've spent lots of time in India and the

01:03:37.400 --> 01:03:41.797
literally because of the IITs
and the quality of the people, the

01:03:41.880 --> 01:03:46.517
um the depth of talent in India
is extraordinary. However, the depth of

01:03:46.600 --> 01:03:50.317
computing is not. Um last year
we did a calculation, there

01:03:50.400 --> 01:03:54.877
were only about a thousand GPUs in the
entire country for 1 billion people. So

01:03:54.960 --> 01:03:57.037
I and others have organized to try to to

01:03:57.120 --> 01:04:02.077
fix that. Um so I was alarmed
with the most recent

01:04:02.160 --> 01:04:05.837
trade war, uh which I
think has set uh India and

01:04:05.920 --> 01:04:09.557
the United States back and that needs
to get fixed. I don't understand the trade

01:04:09.640 --> 01:04:11.757
war and I just my position is that's

01:04:11.840 --> 01:04:14.477
hurting us. India is our natural

01:04:14.560 --> 01:04:17.397
partner, right? It's a democracy, it's a

01:04:17.480 --> 01:04:20.637
messy democracy, but we are too. Um

01:04:20.720 --> 01:04:22.957
w- in in Silicon Valley, most of the

01:04:23.040 --> 01:04:25.037
people I work with are of

01:04:25.120 --> 01:04:28.117
um essentially South Asian origin with

01:04:28.200 --> 01:04:32.717
India or some of the other countries.
So at least in Silicon Valley, the Indians

01:04:32.800 --> 01:04:37.077
are flourishing and I want the tightest
possible integration with them.

01:04:37.160 --> 01:04:42.357
Thank you. Please. Hi,
my name's Josh. I'm an MPP2 here at

01:04:42.440 --> 01:04:45.957
the Kennedy School. Earlier,
you outlined two national strategies

01:04:46.040 --> 01:04:50.557
earlier. There was pushing the frontier
or pursuing adoption, but ideally you

01:04:50.640 --> 01:04:55.037
have both, so thinking about
adoption in the US, what

01:04:55.120 --> 01:04:59.357
are some of the major barriers
to enterprise adoption right now?

01:04:59.440 --> 01:05:02.517
Does that vary by industry and what
should government do to help address

01:05:02.600 --> 01:05:06.077
those barriers if anything?
Um the government usually doesn't do a

01:05:06.160 --> 01:05:08.797
very good job on that. Um

01:05:08.880 --> 01:05:10.917
the industry believes that there is

01:05:11.000 --> 01:05:13.397
something called a technology overhang,

01:05:13.480 --> 01:05:16.117
that we, your friendly industry, have

01:05:16.200 --> 01:05:18.877
produced more tools than you are using.

01:05:18.960 --> 01:05:20.677
Now that that is our belief, whether

01:05:20.760 --> 01:05:22.837
it's true or not, you can discuss.

01:05:22.920 --> 01:05:26.397
Um and a lot of it seems to be readiness

01:05:26.480 --> 01:05:29.917
to adopt the technology,
uh the fact that a lot of the stuff is

01:05:30.000 --> 01:05:32.877
software, most companies don't have very
good software people. I'm sorry to say

01:05:32.960 --> 01:05:36.077
that. Um the the changes internally that

01:05:36.160 --> 01:05:40.717
are required. Um I personally believe
that this technology adoption thing is

01:05:40.800 --> 01:05:45.677
just a temporary problem and that
as new CEOs come in and winners

01:05:45.760 --> 01:05:47.637
emerge, the competitive pressure, which

01:05:47.720 --> 01:05:49.797
are very high in America, will cause

01:05:49.880 --> 01:05:52.837
that adoption. Um you don't see very

01:05:52.920 --> 01:05:57.477
much adoption in regulated industries
because regulation is used as a excuse

01:05:57.560 --> 01:06:00.557
to not innovate,
but at least in the hard innovative

01:06:00.640 --> 01:06:04.757
industries, I think this will get solved.
But the general answer is I

01:06:04.840 --> 01:06:07.117
would not have the government do very
much because I don't think it would

01:06:07.200 --> 01:06:11.717
help. Um what would help is just having
every business understand that if they

01:06:11.800 --> 01:06:15.197
want to make money, which is the
capitalist vision, they need to use AI

01:06:15.280 --> 01:06:19.117
much more profoundly. Remember, you
can target your customers, you can serve

01:06:19.200 --> 01:06:23.277
them, you can understand them, you can
talk to them and so forth, all with AI.

01:06:23.360 --> 01:06:26.877
Um and a lot of this there's a lot
of negative issues with this. For example,

01:06:26.960 --> 01:06:28.997
it may lead to layoffs in companies.

01:06:29.080 --> 01:06:33.397
There's lots of examples where low-end
jobs are being replaced by computers and

01:06:33.480 --> 01:06:37.157
that's obviously a job loss, that's
a societal problem, but from an adoption

01:06:37.240 --> 01:06:40.077
perspective, the answer is just time.

01:06:40.160 --> 01:06:42.997
Please. Hi, my name's Ayush.
I'm a third-year

01:06:43.080 --> 01:06:44.917
PhD student in computer science doing AI

01:06:45.000 --> 01:06:50.277
research. Um my question is regarding
um you were mentioning China's sort of

01:06:50.360 --> 01:06:53.997
intense focus on automating AI in
business. I guess in the Valley it seems

01:06:54.080 --> 01:06:56.877
like, you know, every day there's a new
startup that comes around like there's

01:06:56.960 --> 01:07:01.357
the big seed targeting some automation
for workflow and we we also sort of have

01:07:01.440 --> 01:07:03.557
the the 9-9-6 fad.

01:07:03.640 --> 01:07:05.677
Um what would you identify as like a key

01:07:05.760 --> 01:07:08.997
distinguisher in China's AI um

01:07:09.080 --> 01:07:12.877
automating business that you think
the US needs to catch up on or at least in

01:07:12.960 --> 01:07:17.637
the the Silicon Valley startups now
that is What is your PhD topic? I work on

01:07:17.720 --> 01:07:19.317
reasoning for large language models.

01:07:19.400 --> 01:07:22.517
Perfect. Right?
So what is your time frame for

01:07:22.600 --> 01:07:26.517
AGI? Uh I'd give it
like six to seven years.

01:07:26.600 --> 01:07:30.117
Yeah, you see, not San Francisco
consensus, East Coast consensus. Good.

01:07:30.200 --> 01:07:31.517
We will see.

01:07:31.600 --> 01:07:37.680
You may be right. Um I think that the

01:07:38.320 --> 01:07:42.077
It has to do, I think,
with the grandeur of the dreams.

01:07:42.160 --> 01:07:45.237
When I'm in China, I don't hear the same

01:07:45.320 --> 01:07:48.557
rhetoric as I do in California.

01:07:48.640 --> 01:07:53.797
In California, it's two years,
the world will change, no one is ready,

01:07:53.880 --> 01:07:56.717
this is happening so fast and so forth
and so on. It's this sort of rhetoric

01:07:56.800 --> 01:07:59.997
that drives and it's self-reproducing,
it's a belief system, it's like a

01:08:00.080 --> 01:08:01.237
religion.

01:08:01.320 --> 01:08:04.797
Now it always takes longer than than uh

01:08:04.880 --> 01:08:07.157
the dreamers say. I don't hear that in

01:08:07.240 --> 01:08:11.837
China. It it's it's it's
noticeably different.

01:08:11.920 --> 01:08:15.317
So for example, with reasoning, you know
what DeepSeek did with R3, they did a

01:08:15.400 --> 01:08:18.837
fantastic job, they invented a new way
of doing supervised fine-tuning. I mean,

01:08:18.920 --> 01:08:22.757
it's really really clever stuff. You
just don't hear it at a national scale.

01:08:22.840 --> 01:08:25.877
And by the way, DeepSeek
is a national champion for China.

01:08:25.960 --> 01:08:28.597
Right? They literally now are, you know,
they they're they're on the list of

01:08:28.680 --> 01:08:32.077
famous companies, they're getting
a enormous amount of money. Uh last time I

01:08:32.160 --> 01:08:35.437
met with them, they said, "We've solved
our hardware problem." which was code

01:08:35.520 --> 01:08:36.757
for the government is just going to give

01:08:36.840 --> 01:08:42.760
them a lot of chips. Right?
Welcome to a communist country.

01:08:43.480 --> 01:08:47.157
Okay, so this gentle lady
here, please. Hi, thank

01:08:47.240 --> 01:08:48.597
you so much for being here. I'm Sonia.

01:08:48.680 --> 01:08:51.077
I'm a joint degree student with the MBA

01:08:51.160 --> 01:08:55.757
and uh and the policy school.
Um this might be a slightly more out there

01:08:55.840 --> 01:08:59.957
question and and open-ended, but you
talk a lot about what it means to be

01:09:00.040 --> 01:09:03.917
human and I think a lot
of that is consciousness.

01:09:04.000 --> 01:09:07.597
Um and I'm curious when I think
about theories of consciousness, which

01:09:07.680 --> 01:09:11.837
obviously is very ill-defined, AI is
hitting more and more of those and so it

01:09:11.920 --> 01:09:14.517
it like if anything, we need
a revolution in how we think about

01:09:14.600 --> 01:09:17.197
consciousness, but I'm curious how you

01:09:17.280 --> 01:09:20.837
think about consciousness in AI and if

01:09:20.920 --> 01:09:24.557
you do think that there's a possibility
that AI is or will become conscious,

01:09:24.640 --> 01:09:27.917
what that looks like, what model welfare
looks like in that case. Well, let me

01:09:28.000 --> 01:09:29.357
ask let me ask you a simple question.

01:09:29.440 --> 01:09:34.517
So, we have I'm going to give
Graham credit for being conscious.

01:09:34.600 --> 01:09:37.997
And in return, he appears to be
conscious. And in return, Graham is

01:09:38.080 --> 01:09:41.397
going to give it to me. So, for purposes
of argument, the computer is on the

01:09:41.480 --> 01:09:43.717
table. And we ask the computer, "Are you

01:09:43.800 --> 01:09:46.597
conscious?" And it says, "Yes."

01:09:46.680 --> 01:09:49.037
And so, you, being the smart graduate

01:09:49.120 --> 01:09:51.917
student here at Harvard, um

01:09:52.000 --> 01:09:54.037
come up with a series of questions.

01:09:54.120 --> 01:09:56.997
It answers every question correctly.

01:09:57.080 --> 01:09:59.837
How do we know? How could
you know that the computer is

01:09:59.920 --> 01:10:04.637
conscious? How would you understand
its internal reasoning state?

01:10:04.720 --> 01:10:08.077
Now, you could instrument the way its
reasoning works, which people are now

01:10:08.160 --> 01:10:11.197
doing. What they're doing is they're
watching what are called supernodes

01:10:11.280 --> 01:10:15.797
within the um within the weight
structure to watch how it's actually

01:10:15.880 --> 01:10:19.357
making its decisions. So, maybe
you could discover consciousness by

01:10:19.440 --> 01:10:22.437
inspection, but that's speculation.

01:10:22.520 --> 01:10:24.917
So, I sat down with a bunch
of neuroscientists cuz I didn't know the

01:10:25.000 --> 01:10:28.917
answer to this question. I said, "How
does it How does consciousness evolve?"

01:10:29.000 --> 01:10:32.477
And their theory, which is just a theory,

01:10:32.560 --> 01:10:36.997
was that consciousness evolves when you
have dissimilar systems that are working

01:10:37.080 --> 01:10:41.277
together and growing,
and they develop an awareness of the

01:10:41.360 --> 01:10:44.317
other. Right? And that human consciousness

01:10:44.400 --> 01:10:47.157
evolved because we needed to understand

01:10:47.240 --> 01:10:51.477
that we were something. Right? That
the the the development of the id, the

01:10:51.560 --> 01:10:55.957
identity, and so forth and so on was
necessary in order to command the system.

01:10:56.040 --> 01:10:58.037
Now, there's no way to prove that.

01:10:58.120 --> 01:11:02.197
So, the answer is I don't know, but this
is a good another it's a fourth question

01:11:02.280 --> 01:11:04.717
to ask this audience to work on.

01:11:04.800 --> 01:11:07.757
And and there's two questions. The first,
how does it work? And the second

01:11:07.840 --> 01:11:11.397
is, how would you verify it? Thank you.

01:11:11.480 --> 01:11:13.997
I have the unfortunate

01:11:14.080 --> 01:11:18.677
responsibility to say that we've come to
the witching hour. We there Graham, this

01:11:18.760 --> 01:11:21.877
is so much fun. I love this. Well, you
want to stay for a while more? Five more

01:11:21.960 --> 01:11:23.157
minutes. This is good. I love this.

01:11:23.240 --> 01:11:28.117
>> no. We'll stay forever. I'm sorry.
It's just I was pro- I I promised your I

01:11:28.200 --> 01:11:32.037
promised your schedulers that I
would get you out of here. So, please.

01:11:32.120 --> 01:11:34.237
Short questions and short answers.

01:11:34.320 --> 01:11:37.477
Uh thanks, Eric. Troop here from Harvard
Business School, a second-year student

01:11:37.560 --> 01:11:40.797
there. Also a background
in international relations before my MBA.

01:11:40.880 --> 01:11:43.837
Um you Are you convincingly
about the need for an

01:11:43.920 --> 01:11:48.077
IAEA or International Atomic
Energy Agency equivalent for AI?

01:11:48.160 --> 01:11:51.317
So, my question is, how does the State
Department, how does the Pentagon, and

01:11:51.400 --> 01:11:54.997
similar agencies need to configure
themselves to prepare for this the

01:11:55.080 --> 01:11:57.317
coming era of superintelligence? And my

01:11:57.400 --> 01:12:02.437
second, slightly risky question is,
um if you are looking for someone to help

01:12:02.520 --> 01:12:06.477
you this summer or this winter to work
on this topic, I'd be very happy to.

01:12:06.560 --> 01:12:08.477
I love people with courage.

01:12:08.560 --> 01:12:11.357
Um so, the IAEA question. So, there's a

01:12:11.440 --> 01:12:16.477
group of people who are very close to me
who concluded that the only solution to

01:12:16.560 --> 01:12:18.357
the problems that I'm answering

01:12:18.440 --> 01:12:22.197
is to create the equivalent of CERN.

01:12:22.280 --> 01:12:25.877
And the idea was that we would get
together, all of us, including China,

01:12:25.960 --> 01:12:30.197
you know, everybody, and we put it all
in here. Take all the best minds, and

01:12:30.280 --> 01:12:31.997
we'd all work on this.

01:12:32.080 --> 01:12:35.797
And um as a result, we would

01:12:35.880 --> 01:12:40.117
m- m- build this huge future because
the benefits to humanity of this are so

01:12:40.200 --> 01:12:43.237
great. Start thinking about every disease

01:12:43.320 --> 01:12:47.637
eliminated, solutions to real hard
problems. The We have Megan here. Energy

01:12:47.720 --> 01:12:51.997
issues, and she's the expert.
All of this kind of stuff.

01:12:52.080 --> 01:12:55.397
I think it's pretty you
probably say it's probably pretty

01:12:55.480 --> 01:12:59.397
unlikely that's going to happen. So,
then the next group says, "Well, then we

01:12:59.480 --> 01:13:00.997
need an a an

01:13:01.080 --> 01:13:04.237
IAEA, which is essentially a mandatory

01:13:04.320 --> 01:13:07.237
inspection group for nuclear."

01:13:07.320 --> 01:13:09.797
And what in that scenario, what happens

01:13:09.880 --> 01:13:14.517
is you'd have to go, and this group
would visit the data centers and the

01:13:14.600 --> 01:13:18.157
algorithms of every
company in every country.

01:13:18.240 --> 01:13:22.917
Now, that occurred, remember,
the Vienna Group occurred

01:13:23.000 --> 01:13:26.397
after 15 years of negotiation,
including people like Henry,

01:13:26.480 --> 01:13:30.677
and after two nuclear bombs were dropped
on Hiroshima and Nagasaki, which we can

01:13:30.760 --> 01:13:35.437
all agree was hor- horrific.
We've not had such an example.

01:13:35.520 --> 01:13:39.357
There are people that I know who say the
following, and they don't say this with

01:13:39.440 --> 01:13:43.877
evil intent. They say
that we won't we will have an

01:13:43.960 --> 01:13:45.437
event

01:13:45.520 --> 01:13:48.437
that will force this IAEA thing, and we

01:13:48.520 --> 01:13:52.117
hope that it is a Chernobyl-level event.

01:13:52.200 --> 01:13:53.597
And I said, "What does that mean?" And

01:13:53.680 --> 01:13:56.717
they said, "Not that many people died."

01:13:56.800 --> 01:14:00.037
Okay? As opposed to a nuclear attack.

01:14:00.120 --> 01:14:04.597
So, there's a a strain of thinking
in my world that is consistent with that.

01:14:04.680 --> 01:14:07.917
But I think uh first,
I think nobody knows, and it's

01:14:08.000 --> 01:14:12.877
unlikely that the countries will um

01:14:12.960 --> 01:14:16.997
put up with that uh until
there's a real crisis.

01:14:17.080 --> 01:14:21.197
I used to say that in

01:14:21.280 --> 01:14:23.477
I don't know, 20 years

01:14:23.560 --> 01:14:26.117
after the climate is being destroyed

01:14:26.200 --> 01:14:31.077
and, you know, the Earth is melting
and sea level rise, there's going to be a

01:14:31.160 --> 01:14:33.757
there's going to there's going to be
a meeting of all the powers where people

01:14:33.840 --> 01:14:35.717
say, "Well, we really screwed this up.

01:14:35.800 --> 01:14:37.637
We now have to fix it."

01:14:37.720 --> 01:14:42.797
So, I think there is precedent for a
global challenge and a resolution, but

01:14:42.880 --> 01:14:46.437
it's very messy. It's not
done rationally. It's not like

01:14:46.520 --> 01:14:50.437
you and I agree. There has to be some
crisis and some political dynamic, and

01:14:50.520 --> 01:14:53.597
it can be quite severe.
It's an opportunity for the next

01:14:53.680 --> 01:14:57.677
generation. Let's do this very quick.
Do we take the three questions? Just do

01:14:57.760 --> 01:15:01.597
your short questions.
We'll let Eric wrap up, please. Yes.

01:15:01.680 --> 01:15:04.517
Hi. Uh thank you for your extra time.
Uh my name is Kevin. I'm a second-year at

01:15:04.600 --> 01:15:09.197
the law school. Um my question is about
automation and jobs. Um a couple months

01:15:09.280 --> 01:15:12.677
ago, Sam Altman went on an interview
saying that insinuating that if

01:15:12.760 --> 01:15:16.557
something could be automated, maybe it
wasn't a real job to begin with. Uh I

01:15:16.640 --> 01:15:20.317
want to get your thoughts on that
statement, and if you agree with the

01:15:20.400 --> 01:15:24.437
premise that if something can be
automated, should it? Um and relatedly,

01:15:24.520 --> 01:15:28.197
if you disagree, what are ways that we
as a society can decide what we should

01:15:28.280 --> 01:15:31.317
and shouldn't automate?
>> Sure. Please have it.

01:15:31.400 --> 01:15:35.237
Um good night. My name is Griselda.
I'm a middle mid-career MPA and a former

01:15:35.320 --> 01:15:37.437
Googler, so I'm very happy to see you.

01:15:37.520 --> 01:15:39.957
Um my question is regarding algorithm

01:15:40.040 --> 01:15:42.437
diplomacy. Like Dr. Kissinger used to

01:15:42.520 --> 01:15:45.757
say that constructive um ambiguity and

01:15:45.840 --> 01:15:50.037
the human pause is really necessary,
but then AI is binary.

01:15:50.120 --> 01:15:53.317
Are we getting to a towards a world
where de-escalation is computationally

01:15:53.400 --> 01:15:57.677
impossible? And does this push for new
algorithm diplomacy that we could push

01:15:57.760 --> 01:16:01.237
harder? Ben. Uh thank you.
My name is Kanishk.

01:16:01.320 --> 01:16:04.197
I'm from Harvard Business School.
Uh my question is about ethical

01:16:04.280 --> 01:16:08.317
superintelligence. Uh first, do you
Why do you not believe that if America

01:16:08.400 --> 01:16:11.757
develops superintelligence, other
nations will follow and be able to copy

01:16:11.840 --> 01:16:15.277
it, like China did with Deep Seek?
And then second of all, if we're trying to

01:16:15.360 --> 01:16:18.317
embody it with ethics, then if
someone else comes up with an unethical

01:16:18.400 --> 01:16:22.117
superintelligence, isn't that going
to be strictly more free and more capable

01:16:22.200 --> 01:16:26.597
than a constrained superintelligence
model that America tries to develop?

01:16:26.680 --> 01:16:29.437
You It's uh one word
about your question again?

01:16:29.520 --> 01:16:33.397
Uh yeah, I wanted to ask what your
thoughts were on Sam Altman's quote.

01:16:33.480 --> 01:16:38.837
Yeah. >> So, um one of the
things that people at this

01:16:38.920 --> 01:16:43.797
level forget is that human
dignity involves purpose.

01:16:43.880 --> 01:16:47.677
And an awful lot of jobs provide purpose
to an awful lot of people. And the loss

01:16:47.760 --> 01:16:52.397
of those jobs is a major crisis,
not financially, but emotionally, in terms

01:16:52.480 --> 01:16:55.757
of their meaning. So,
in order for us to get through this,

01:16:55.840 --> 01:16:58.357
we're going to have to address that.

01:16:58.440 --> 01:17:01.877
Right? We're going to have
to actually do the right thing.

01:17:01.960 --> 01:17:06.597
And the right thing will be some
combination of better tools and so forth.

01:17:06.680 --> 01:17:10.717
I'm not as worried about the jobs issue
because we're producing fewer humans,

01:17:10.800 --> 01:17:12.717
which I view as a major crisis.

01:17:12.800 --> 01:17:16.797
Um collectively, you all are having
fewer children than my generation, which

01:17:16.880 --> 01:17:20.397
is having fewer children than
my parents' generation, and so forth. And

01:17:20.480 --> 01:17:25.597
we need more humans. Um partly I'm
a businessman, so you need more customers.

01:17:25.680 --> 01:17:29.397
But the important point is, we need more
humans. And if we have less humans, then

01:17:29.480 --> 01:17:33.917
there's going to be open jobs and no
people to fill them. AI can help take

01:17:34.000 --> 01:17:36.357
people who are not ready
for a job and get them.

01:17:36.440 --> 01:17:40.397
One word from yours, aside
from being a a future Googler?

01:17:40.480 --> 01:17:42.357
No, the algorithm diplomacy and

01:17:42.440 --> 01:17:44.997
information and computation. So, in your

01:17:45.080 --> 01:17:47.757
premise of your question, you described

01:17:47.840 --> 01:17:50.077
the algorithm as as binary.

01:17:50.160 --> 01:17:54.957
And so, if you think about Kissinger
in 1971, when he came up with strategic

01:17:55.040 --> 01:17:59.317
ambiguity, do you think that a computer

01:17:59.400 --> 01:18:04.357
in one or two years will be able
to invent strategic diplomacy ambiguity,

01:18:04.440 --> 01:18:08.077
given that it's already been done
before? I think the answer is yes.

01:18:08.160 --> 01:18:10.477
So, I think that that um the algorithms

01:18:10.560 --> 01:18:15.397
are getting so intelligent that as long
as it's a concept that's been around in

01:18:15.480 --> 01:18:19.717
the past, it can probably figure out
a way to apply it. So, I don't agree with

01:18:19.800 --> 01:18:23.677
you that it's as binary as your
question thing. And your question was

01:18:23.760 --> 01:18:26.077
>> Uh superintelligence.
Superintelligence.

01:18:26.160 --> 01:18:28.560
Um

01:18:30.840 --> 01:18:33.837
I I think it's the same answers, right?

01:18:33.920 --> 01:18:38.477
It Superintelligence in one form
or another is going to apply.

01:18:38.560 --> 01:18:41.717
My own view, which is maybe
different from the consensus,

01:18:41.800 --> 01:18:44.837
is that we're going to develop brilliant

01:18:44.920 --> 01:18:47.837
AI physicists, brilliant AI biologists,

01:18:47.920 --> 01:18:49.797
brilliant AI chemists, brilliant AI

01:18:49.880 --> 01:18:52.677
writers, brilliant AI historians.

01:18:52.760 --> 01:18:56.277
Um but that that the concept and and

01:18:56.360 --> 01:18:59.037
there'll be systems that can drive them.

01:18:59.120 --> 01:19:02.717
It's not at all obvious that if you were

01:19:02.800 --> 01:19:05.037
Einstein in 1902 with that amount of

01:19:05.120 --> 01:19:07.397
math available to you, that you would

01:19:07.480 --> 01:19:10.837
have had the brilliance to invent um

01:19:10.920 --> 01:19:12.917
special relativity

01:19:13.000 --> 01:19:15.157
using the algorithms of today.

01:19:15.240 --> 01:19:18.437
In the industry, there is a view that

01:19:18.520 --> 01:19:20.277
that's the next really hard problem.

01:19:20.360 --> 01:19:24.317
There are various theories about it.
Uh one answer is you could just do uh,

01:19:24.400 --> 01:19:27.477
repetition. You could just keep asking
questions, you know, the monkey at the

01:19:27.560 --> 01:19:31.277
keyboard kind of thing, and eventually
you do it. Another way is that you could

01:19:31.360 --> 01:19:34.917
give the optimization function to be
curiosity, and if you just wait long

01:19:35.000 --> 01:19:38.597
enough, it'll discover special relativity.
But that's not how Einstein

01:19:38.680 --> 01:19:40.437
did it. Einstein sat with his little pen

01:19:40.520 --> 01:19:43.077
and paper at the age of 18 or 17 with a

01:19:43.160 --> 01:19:46.357
lamp and figured it out. We're not there

01:19:46.440 --> 01:19:48.837
yet. My own view is that's going to be a

01:19:48.920 --> 01:19:52.877
very hard boundary. So, in other words,

01:19:52.960 --> 01:19:56.757
we're going to get to superhuman behavior,
which is not the same thing as

01:19:56.840 --> 01:19:59.957
superintelligence, which I
would say Einstein and Kissinger

01:20:00.040 --> 01:20:03.837
and so forth really were. Graham,
it's such a privilege to be here with

01:20:03.920 --> 01:20:07.557
>> It's such a pleasure to have you here,
and we look forward to having you back.

01:20:07.640 --> 01:20:11.200
Let's say thank you very much.
Thank you all.
