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REALLY BEING ABLE TO ELEVATE
AND CONTINUE TO WORK WITH AND

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WE'LL WORK WITH FOR THE LONG TERM.
AND I FEEL EXTREMELY GOOD

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00:00:06,210 --> 00:00:09,197
ABOUT THAT BENCH AND,
AND WHERE WE'RE GOING.

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00:00:09,280 --> 00:00:12,057
>> LET ME ASK YOU A DIFFERENT
QUESTION ABOUT THE ECONOMICS OF

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AI RIGHT NOW, BECAUSE OBVIOUSLY,
IT APPEARS THAT ANTHROPIC IS

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GOING TO HAVE AN IPO LATER THIS YEAR.
I WANT TO TALK TO YOU

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00:00:18,320 --> 00:00:23,237
ABOUT THE PROSPECT OF YOU DOING
SUCH A THING IN 2027, BUT IT

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00:00:23,320 --> 00:00:27,207
APPEARS THAT THE VALUATIONS
OF SO MANY OF THESE DIFFERENT TECH

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00:00:27,290 --> 00:00:31,577
COMPANIES ARE QUITE DEPENDENT
ON YOUR OWN VALUATIONS, AND NOT

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JUST WHAT THEY ARE TODAY,
BUT THAT THEY HAVE TO CONTINUE TO

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RISE BECAUSE EMBEDDED IN SOME
OF THEIR OWN ECONOMICS IS YOUR

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VERY COMPANY. AND SO I'M CURIOUS SORT
OF WHAT YOU'RE SEEING IN YOUR IN YOUR OWN

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BUSINESS, BUT ALSO, YOU KNOW,
JUST LAST WEEK AND BECKY AND

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I'VE BEEN TALKING ABOUT IT,
SHE HAD THIS GREAT INTERVIEW WITH

15
00:00:49,980 --> 00:00:53,237
JENSEN HUANG AND A WHOLE BUNCH
OF FINANCIAL LEADERS WHO ARE

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00:00:53,320 --> 00:00:58,207
GOING TO BE CONTRIBUTING POTENTIALLY UP TO
$500 BILLION TO SUPPORT THIS, THIS WHOLE

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WORLD. AND THERE'S A BIG QUESTION MARK
ABOUT WHETHER THESE THESE CHIPS AND THESE

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00:01:02,630 --> 00:01:05,047
DATA CENTERS ARE GOING TO HAVE

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THE VALUE THAT'S NEEDED TO MAKE

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ALL OF THIS WORK.

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>> SO I'D SAY AT A FUNDAMENTAL
LEVEL, WHAT WE ARE DOING, AND

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YOU CAN LOOK AT THIS ACROSS SO
MANY DIFFERENT VERTICALS OF THE

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ECONOMY, YOU CAN LOOK AT WE
JUST TALKED ABOUT CYBERSECURITY,

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WHICH I THINK IS AN ABSOLUTELY
CRITICAL APPLICATION OF AI. AND

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I THINK WE'RE GOING TO SEE
LOTS OF GROWTH THERE. SOFTWARE

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ENGINEERING THIS YEAR HAS
BEEN TOTALLY TRANSFORMED. WE'RE

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STARTING TO SEE EVERY ASPECT
OF KNOWLEDGE WORK REALLY CHANGE.

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BUT ALSO WE'RE STARTING
TO SEE SCIENTIFIC DISCOVERY. WE

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ANNOUNCED A COUPLE OF WEEKS AGO
THAT OUR AI, FOR $2,000 WORTH

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OF COMPUTE, WAS ABLE TO SOLVE
TEN LONG STANDING MATH PROBLEMS

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THAT HAD ELUDED MATHEMATICIANS
FOR DECADES. AND THINK ABOUT

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THAT LEVEL OF CAPABILITY
APPLIED TO BIOLOGY, APPLIED TO

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MATERIAL SCIENCE. IT'S ALL
STARTING TO HAPPEN. AND SO ALL

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OF THESE APPLICATIONS THAT WE'RE
STARTING TO SEE, THEY'RE

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ALL POWERED BY ONE FUNDAMENTAL
RESOURCE, WHICH IS COMPUTE.

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COMPUTE IS REALLY BECOMING
THE NEW OIL, THE NEW LIMITED

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00:02:00,950 --> 00:02:03,677
RESOURCE OF THE AI AGE. AND OUR

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00:02:03,760 --> 00:02:08,747
BELIEF. YOU NEED TO BELIEVE
ONE FUNDAMENTAL THING IS THAT

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00:02:08,830 --> 00:02:11,247
BECAUSE AI IS REALLY ABOUT
SOLVING PROBLEMS, THE PROBLEMS

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THAT HUMANS WANT, I WANT
WANT TO BE SOLVED. YOU NEED TO

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BELIEVE THAT THE DEMAND FOR PROBLEMS TO BE
SOLVED IS UNLIMITED. RIGHT? AND THAT IS

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SOMETHING I BELIEVE,
AND THAT IS SOMETHING WE HAVE SEEN THAT

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WE HAVE A BILLION USERS ON CHATGPT.
WE HAVE 2 MILLION

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00:02:25,750 --> 00:02:30,037
ENTERPRISE CUSTOMERS AS WELL.
AND YOU CAN JUST SEE THAT THE

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DEPTH OF USAGE AS PEOPLE HAVE
STARTED TO USE AGENTS IS JUST

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GOING OFF THE CHARTS.
LIKE EVERY SINGLE COMPANY THAT TRIES

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THESE THINGS, YOU START
TO REALIZE THAT YOU CAN MOVE IN

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00:02:38,490 --> 00:02:41,277
MORE AMBITIOUS WAYS THAN YOU
THOUGHT PREVIOUSLY. AND SO I

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00:02:41,360 --> 00:02:44,377
THINK THAT WE'RE AT A WORLD
WHERE WE SEE WHAT'S COMING. WE

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00:02:44,460 --> 00:02:47,087
SEE THE SHAPE OF THE FUTURE
BECAUSE THAT MODEL EXPONENTIAL,

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THAT CAPABILITY CURVE THAT'S
CONTINUING. WE REALLY HAVE A

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00:02:51,000 --> 00:02:54,087
ROADMAP LINED UP WHERE
THE CAPABILITIES WILL CONTINUE TO

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INCREASE IN SIGNIFICANT WAYS
THAT ARE HARD TO, THAT ARE HARD

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00:02:57,180 --> 00:03:00,097
TO KIND OF SORT OF EXPLAIN IN A,

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00:03:00,180 --> 00:03:04,537
IN A SUCCINCT WAY, BECAUSE IT
IS REALLY ABOUT BEING ABLE TO

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00:03:04,620 --> 00:03:08,137
ADD VALUE ACROSS EVERY ASPECT
OF HUMAN ENDEAVOR AND BE ABLE

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00:03:08,220 --> 00:03:11,107
TO HELP EMPOWER PEOPLE TO DO MORE.
AND SO I THINK IF YOU

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00:03:11,190 --> 00:03:14,607
BELIEVE IN HUMAN CREATIVITY,
HUMAN AMBITION, THEN ULTIMATELY

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00:03:14,690 --> 00:03:18,887
YOU HAVE TO BELIEVE IN THE POWER
OF WHAT AI WILL PROVIDE.

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00:03:18,970 --> 00:03:21,317
>> HEY, GREG, I'D LIKE TO GO
BACK TO CYBERSECURITY IF IT'S

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OKAY. I AGREE WITH YOU.
THERE'S HUGE POTENTIAL FOR AI. I HAVE A

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LOT OF HOPES ABOUT WHAT IT'S
GOING TO DO FOR HEALTH CARE.

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00:03:29,340 --> 00:03:34,267
BUT WHEN WE SAW THE BREACH THAT
YOU ALL TALKED ABOUT LAST MONTH,

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00:03:34,350 --> 00:03:38,297
THE WHERE THE OPEN AI MODEL
BROKE OUT OF THE SANDBOX AND

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00:03:38,380 --> 00:03:41,977
BROKE INTO HUGGING, HUGGING FACE.
I MEAN, WE DIDN'T FIND

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00:03:42,060 --> 00:03:44,877
OUT ABOUT THAT OR YOU DIDN'T
FIND OUT ABOUT THAT UNTIL AFTER

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00:03:44,960 --> 00:03:47,607
HUGGING FACE HAD IDENTIFIED
WHAT HAD HAPPENED. THEY HAD

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00:03:47,690 --> 00:03:52,947
CONTACTED THE FBI, AND THEN ANTHROPIC HAD
TO ADMIT THAT THEY HAD A SIMILAR SORT OF

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00:03:53,030 --> 00:03:56,987
SITUATION. I JUST WONDER, DO YOU FEEL LIKE
YOU HAVE YOUR HANDS AROUND THIS SITUATION,

70
00:03:57,070 --> 00:03:58,417
YOUR ARMS AROUND THIS SITUATION?

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00:03:58,500 --> 00:04:01,327
YOU KNOW WHAT HAPPENED?
AND YOU CAN MAKE SURE THAT SOMETHING

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00:04:01,410 --> 00:04:02,757
LIKE THAT DOESN'T HAPPEN AGAIN.

73
00:04:02,840 --> 00:04:04,927
THAT TO ME WAS A BRAND NEW

74
00:04:05,010 --> 00:04:09,897
WORLD. AND OH, DO WE HAVE ANY
CONTROL OVER THIS STUFF MOMENT?

75
00:04:09,980 --> 00:04:12,867
>> YEAH. FOR US, WE TOOK THIS
EXTREMELY SERIOUSLY. SO FOR THE

76
00:04:12,950 --> 00:04:15,337
PAST COUPLE WEEKS THAT WE'VE

77
00:04:15,420 --> 00:04:20,677
BEEN IN REALLY FULL POSTMORTEM,
POSTMORTEM, TAKE A LOOK AT WHAT

78
00:04:20,760 --> 00:04:23,977
HAPPENED. REALLY UPLEVEL EVERY
ASPECT OF SAFETY AND SECURITY

79
00:04:24,060 --> 00:04:27,087
AND ALIGNMENT WITHIN HOW WE DO
THESE FRONTIER TRAINING RUNS.

80
00:04:27,170 --> 00:04:30,087
SO IT'S A REAL MOMENT WHERE WE
REALIZE THAT WE DO NEED TO UP

81
00:04:30,170 --> 00:04:32,957
LEVEL, AND IT'S NOT A SURPRISE
TO US IN A FUNDAMENTAL WAY.

82
00:04:33,040 --> 00:04:36,427
WE'VE ALWAYS ANTICIPATED THAT
THIS MOMENT WOULD COME. BUT I

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00:04:36,510 --> 00:04:39,127
THINK THAT WHEN IT ACTUALLY
HAPPENS, SEEING THE WHOLE TEAM

84
00:04:39,210 --> 00:04:42,397
KICK INTO GEAR AND TO BE SO
SERIOUS AND SO WE ACTUALLY HAVE

85
00:04:42,480 --> 00:04:45,937
DELAYED OUR FRONTIER TRAINING
RUNS IN ORDER TO ENSURE THAT WE

86
00:04:46,020 --> 00:04:49,507
HAVE THE RIGHT LEVELS
OF CONTROLS IN PLACE. AND I THINK

87
00:04:49,590 --> 00:04:52,977
THAT THAT IS THAT IS A REALLY
IMPORTANT THING, IS THAT WE AS

88
00:04:53,060 --> 00:04:56,347
A FIELD ARE SORT OF NOW AT A
POINT WHERE THESE MODELS ARE SO

89
00:04:56,430 --> 00:04:59,947
CAPABLE AND THAT IT'S A DUAL
EDGED THING BECAUSE THEY'RE

90
00:05:00,030 --> 00:05:02,117
CAPABLE, IT MEANS THAT WE
NEED TO ENSURE THAT THEY HAVE

91
00:05:02,200 --> 00:05:04,287
ALIGNMENT DURING TRAINING,
THAT THEY NEED TO BE MONITORED

92
00:05:04,370 --> 00:05:07,487
DURING TRAINING IN A ROBUST WAY,
BUT IT ALSO MEANS THEY'RE SO

93
00:05:07,570 --> 00:05:09,657
USEFUL, RIGHT. AND THAT IS WHERE
THAT ECONOMIC VALUE COMES

94
00:05:09,740 --> 00:05:12,897
FROM, BECAUSE THEY'RE ABLE
TO SOLVE PROBLEMS IN THESE NOVEL

95
00:05:12,980 --> 00:05:14,727
WAYS AND THAT WE ARE ENTRUSTING.

96
00:05:14,810 --> 00:05:17,637
>> ETHICAL WAYS, RIGHT?
THAT'S PART OF THE PROBLEM. LIKE THIS

97
00:05:17,720 --> 00:05:20,607
WAS INTENTIONALLY A MODEL THAT
WAS SET UP TO SAY, OKAY, IF WE

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00:05:20,690 --> 00:05:23,507
TAKE OFF SOME OF THESE CONTROLS,
ARE YOU GUYS NOT DOING THAT

99
00:05:23,590 --> 00:05:26,307
ANYMORE? NOT SAYING LIKE, OKAY,
GO FIND SOLVE THE PROBLEM. NO

100
00:05:26,390 --> 00:05:28,047
MATTER WHAT RULES YOU HAVE TO BREAK.

101
00:05:28,130 --> 00:05:31,277
>> WE ARE, WE ARE ENSURING
THAT THERE IS ALIGNMENT DURING THAT

102
00:05:31,360 --> 00:05:35,117
TRAINING PROCESS. ABSOLUTELY.
THAT I THINK THAT ALIGNMENT IS

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00:05:35,200 --> 00:05:38,250
A NON-NEGOTIABLE. AND THAT IS
SOMETHING WE'VE INVESTED IN FOR