WEBVTT

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Wow, it's so much brighter out here.

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>> It is. It's, you know,
the future is bright.

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>> There's lens flare in the future.

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>> Yeah. So, welcome
everybody to the Oscars of

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optimism. That, of course, we're
opening up the summit with the king of

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AUTONOMOUS WEAPON SYSTEMS. >> [laughter]

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>> ALL RIGHT. SO,

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I'M GOING TO start with the fact that

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we're awarding three X prizes this week.

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Palmer, congratulations for winning our

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wildfire X prize. >> Thank you so much.

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>> [applause] >> This one's
been a long time in in the works.

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>> Let's get Let's get the the the slide
up here. So, Palmer won $2.2 million for

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Anduril. >> As if you needed it.

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>> Um a million of

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a million of that from Lockheed,

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which was kind of interesting.

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>> We do a lot of work with Lockheed.
We also compete with them, but we

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in the in the defense space,
it's you know, we we we compete with their

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fighter jet division and we partner with
them on some of their payloads. And so,

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we do a lot of stuff together. But, you
me and you have both been trying to get

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this autonomous firefighting
stuff going for a long time.

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>> mean, you got this prize announced
back in 2019. It's been a long time.

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Anduril's one of our first two products
was an autonomous firefighting tank that

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we started building in 2017,
finished in 2019.

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>> It's insane that we let fires become
conflagrations before we put them out.

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>> And it well, and it's and it's kind
of insane that people are saying, "Oh, the

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you know, the technology's finally made
it possible." And I don't know, I'm not

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going to correct them too often in public,
but it's I mean, this has been

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possible for over a decade.
It's >> Yeah. All right.

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>> It's just that it's
become politically politically

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impossible to ignore the problem now.

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>> We'll watch a 1-minute video clip of
what your team achieved. And if you walk

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us through it here.
>> Sure. So, you this was

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an example of what we were doing
at the test site where we were

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detecting fires, classifying fires. What
you don't really see in here is that you

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also need [music] to reject false fires.

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That was part of the test as well.
So, you have to know, you know, who's the

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guy smoking a cigarette? Who's the guy
What's What's What's a campfire? What's

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a road flare? And then what's something
that shows the characteristics of real

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fire? That's what you need to flag
to people. That's what you need to flag to

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emergency services. Uh and then you need

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to match make the type of fire to the
right asset that's in the area. And so,

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you want to basically use the most
cost-effective thing that can respond

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and get there in time. And if
something's growing faster, you might

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need something different. If it's
in woods versus on a brush hill, you might

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need something different. And so,
you know, it's it's about detection,

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classification, rejection, matchmaking,
and then going and and hitting the

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target. And the last thing I'll
say is that with most of what we do,

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uh our work with the military,
you'd go through many of these same

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steps, but if you find
a target, let's say it

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takes you, you know, an hour to an hour

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to to get to somebody versus 10 minutes,

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it usually doesn't make as much of a
difference. When you're talking about

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fire, though, the difference between
10 minutes and an hour response, totally

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different tools you're going
to need to respond with. You know,

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a bomb is is is a is a bomb whether
or not it takes a day or an hour or a

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minute to get there. Uh but when
you when when a fire is is is is

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metastasizing, you need to pick
the right thing that can put it out before

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it gets too large. >> Amazing.

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>> You know, uh we're going
to be announcing something

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in a month's time

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uh that you're funding a new X Prize,

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and uh it's going to be secret until
then, but we're going to tease it now.

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Uh another $10 million prize. Would you
share share with us what we're going to

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do? >> Sure, you know, uh the

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you know, we we should we should keep
the details secret cuz there's there's

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some there's some good twists, but

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suffice to say that I'm not I'm not

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interested in joining the race to push

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AI forward with my money. I think that the

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the artificial intelligence side
of models is is is pretty well covered by

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plenty of people. I think we've not been
doing enough understanding biological

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intelligence particularly beyond people

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and so this is going to be a prize
around understanding how animals think

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and making so that we can communicate
with them 10 times better than the

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current state of the art for the current
smartest species and not just trained

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animals, but wild animals
in their own in their own language.

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>> Amazing. [applause and cheering] >>
And I think that there's actually a lot

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that we're going to be able to learn.
I mean, if you look at large language

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models, they're kind of this, you know,
they're they're they're based on

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humanity's way of thinking and

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communicating distilled and I think that

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there's plenty to learn from all of the
other species that are on this planet

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and I wouldn't be surprised if it has
applications for AI particularly AI

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where you need to be more
efficient, you know, more power

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efficient, more time efficient, you know,

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a different point of view, two heads
are better than one, whichever whatever

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metaphor you want to use. >> Love it.
Love it. All right, I'm going

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to kick off the first
official question here.

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P-doom, you're in the AI industry,
the defense industry, what's your P-doom?

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>> I'm just not worried

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about AI dooming

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the I guess I'm not worried about AI
doing the killing. I'm very very worried

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about evil people >> Yes. >> using
moderately competent AI to do evil things.

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>> Exactly. >> And I am s-

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kind of frustrated by a lot of people

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who are new to the dooming hobby.

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It's It's It's sort It's sort
of like how we had to deal with

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the war in Ukraine happens and all of a
sudden all these people who have had the

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dumbest opinions you've ever heard
about the military for their whole life

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and people who believed we lived at the
end of history that we had moved past

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conflict that we lived in a world where
you could just write a nasty letter in

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the UN forgetting that that only works
if it's backed up by credible threat of

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violence and then all of a sudden they
change their minds. You're seeing this

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with AI. People who have not thought
about this problem for more than

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a couple years or maybe
even just a couple months

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are saying oh my god this is the biggest
threat to humanity. These are people who

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have spent almost no time actually
analyzing what the largest threats to

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humanity are. They haven't spoken
to any of the experts in this area. They

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certainly weren't buying freeze-dried
food and building prepper bunkers, you

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know, like like like like me and many of

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my my my buddies who who have who have

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indulged fantasies about what doom could

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look like and also thought realistically
about it. And so yeah, the AI doom is

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way down the list for me. I'm I'm I'm
I'm a big optimist. I think it's going

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to massively reduce the cost of resource
extraction, processing, transformation.

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You're going to see every part
of society become subject to the same

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economies of scale and efficiency
that automated industries that automated

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without AI have seen. So think like

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agriculture or or textiles. You can buy

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2 weeks of calories for less than 1 hour

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of federal minimum wage labor.
That's crazy.

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>> Let's give it up for Palmer here.
You're going to see that for everything.

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>> David [applause] >> So I I got a really
um pressing question on my mind. I'm kind

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of a feeds and feeds and ships
and AI foundation models guy.

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And so when you're putting systems
in the field, weapons in the field, uh

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you can you can put the intelligence
inside it and it this has always been a

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big problem for the Air Force,
like if we're going to start flying drones

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instead of pilots, who's going
to unleash the weapons and how's that

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decision going to get made? And the
the downside of transmitting it back to

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headquarters is you have latency.

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Uh the upside is you have a lot more
compute. Uh what you can put locally in

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a device, in a robot in the field, in a
plane is limited, but it's really really

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fast. So what's your philosophy on like,
you know, I think a lot of people would

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say, well, are we going to have
self-contained decision-making weapons

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wandering around enemy territories
or are we going to have like are we going

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to have you know,
control at the headquarters?

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>> Yeah, more or less.
The the real concern

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isn't so much the latency or or the

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speed of computation.
The problem is that if you rely on

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you know, a central a central location

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to do your compute, you now need to have

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command and control that has a good
high-bandwidth communication back and

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forth between you and potentially
thousands or tens of thousands of active

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assets. And if your enemy jams
your communications or intercepts your

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communications or hacks your
communications, you're done.

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Uh or worse, they just skip targeting
all the stuff in the field and they go

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for the place where it's all being
controlled. You know, we saw we saw this

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I there was a there was a there there
was there was this documentary that

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George Lucas was working on and and
the Trade Federation, they had they had

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their central AI command and control
blown up and that was how the Battle of

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Naboo actually resolved was all
all the battle droids lost

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>> Oh yeah, they all fell over.

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>> That's right, they all fell over.
And so I think that that's that that's the

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practical reality that's driving
the need to have autonomy living not back

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home, but forward. There's other areas

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like you go underwater, you can't talk

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to things. And sometimes you could talk
to things, but you don't want to. Having

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radio emissions actually exposes
you necessarily. And so what what you

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for better or for worse, you're going
to need this. I actually don't think it's

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as much of a shift as people think.

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I there's a lot of people who look
at this and say, "Oh my god, Pandora's Box

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is being opened. You're going to have
weapons that are making their own kill

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decisions." And they don't recognize
the reality, which is that that's been the

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case for decades. You look at the You
look at the You look at the Aegis system

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on destroyers. It has a fully autonomous
mode. You can flip a button and it will

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shoot down anything that comes within

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whatever range you programmed it with

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without any human confirmation. You look
at SeaWiz and SeaRAM for shooting down

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incoming missiles, incoming incoming
artillery fire, incoming missiles, or

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incoming speedboats. Same thing.
You can put them in fully

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autonomous modes. And I mean, it Going
back to into Vietnam, we had missiles

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that you could launch from an aircraft.

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They flew over the horizon, tried
to identify the right radio emitters that

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they believed corresponded with a
surface-to-air missile launch site, and

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then struck them without any The person
had to decide, "I'm going to send it in

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this area. They're going to look
for this signal, and I know that there's

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this probability they're going to get it

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right." That decision is going to remain

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with people. But, autonomous weapons are

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widely widely There's a whole other
talk we're not going to have today, but I

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will I I do have a rant about this where

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actually autonomous weapons have existed
for thousands of years. If you look at

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Defined as kind of weapons that can
execute the intent of what you

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programmed to do independent from the
operator to the engineer. You look at,

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for example, pitfall traps that allow
people to walk over them, but then

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capture the commander on his horse when
he walks by and it's heavier. You look

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at certain poison traps that would that

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would kill people who had who had
certain characteristics, not kill people

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who had other characteristics,
or not kill animals.

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You look many types
of landmines and sea mines

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and even even torpedoes. And so,
it depends on on your exact definition.

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But, even going into myth where people
are creating golems that can you go out

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and fight on their fight on their behalf
or or defend you defend their city.

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I I guess my argument is we've had
autonomous weapons for a very very long

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time. It's just a new set of technology
that's that's making them better.

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>> So, technical question on that.
The foundation models that go into those

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those remote systems >> Or the pit traps.

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>> Yeah, well so that that right
right now the open source models

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are all Chinese. So, I'm pretty sure
you're not going to be putting Chinese

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models into remote weapons. Are you
going to build Anduril foundation models

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or how how are you going
to get AI in those devices?

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>> I mean, we've been doing it since 2017.

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So, we're way ahead of everybody.
We're we're a decade beyond that question.

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Um I think that we also don't
the foundation models that people are

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building are not the types of models you
want to be doing this. They're non that

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they're largely non-deterministic.

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They're non-auditable. It it's it's
a very different category. The thing that

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we are building, unfortunately,
has very few consumer applications.

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>> Mhm. >> And vice versa.
Um there of course are LLM use cases for

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defense that make a lot of sense,
but it's not guiding my missile or or

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classifying radar your radar radar
radar feeds. I mean, and we we're also we

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can't build models that ingest text
and then spit out text. I need to process

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raw data radar data feeds.
I need to process sonar data from passive

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listening stations on submarines. That's
it's it's pretty highly specialized. And

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I I will take some credit here.

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Uh all these people who are talking
about how AI is going to change everything

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they are mostly uh recent converts.

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Anduril Industries, you might notice the
acronym is AI. Um so, and that that was

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not that was not a mistake. >> Okay.

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>> Alex, jump in. >> Yeah,
I think maybe dovetailing on our

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discussion of driving bench, we're now
in an era when it's possible to take

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frontier models, drop them into
a robotic embodiment, and get pretty

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stunning results. So, I'd love to ask
you a question maybe about the scaling

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hypothesis as it applies to autonomous

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weapon systems or autonomous systems in
general. If you have to extrapolate out,

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is there a Moore's law? Is there an

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experience curve for what as obviously

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the capabilities of underlying frontier
models, whether they're from Frontier

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Labs proper or from AI,

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as as those progress, do we
see any equivalent of a Moore's

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law for the autonomous systems themselves?
And and maybe the the second

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half of the question would be, do you

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think ultimately we achieve some sort of

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convergency? Anduril it makes a variety

00:13:59.760 --> 00:14:01.237
of embodiments in a variety of different

00:14:01.320 --> 00:14:04.477
form factors. Do you see ultimately some

00:14:04.560 --> 00:14:07.637
general purpose category killer robot

00:14:07.720 --> 00:14:12.637
that is equivalently the generalist
robotic embodiment just like we now have

00:14:12.720 --> 00:14:15.957
generalist models that are capable
of doing substantially any task?

00:14:16.040 --> 00:14:18.157
>> No, I don't think so on the defense

00:14:18.240 --> 00:14:21.437
side. I think that for manufacturing and

00:14:21.520 --> 00:14:25.757
for hospitality and medicine, you might
see this because you get economies of

00:14:25.840 --> 00:14:28.997
scale that uh that that that that that
are really that are really material for

00:14:29.080 --> 00:14:33.437
those types of businesses and you know,
a humanoid robot may not be the optimal

00:14:33.520 --> 00:14:37.317
form for a burger griller and it may not
be the optimal form for a firefighter.

00:14:37.400 --> 00:14:40.717
It may not be the optimal form for a
for a nurse [laughter] or an assembly

00:14:40.800 --> 00:14:42.197
technician. >> I see you're smiling.

00:14:42.280 --> 00:14:45.117
>> But even if it's not optimal, the fact

00:14:45.200 --> 00:14:50.237
that it is shared with humanity in its
form makes it a really really good form

00:14:50.320 --> 00:14:54.517
factor. And now I can make one robot
that does all of these things and I I

00:14:54.600 --> 00:14:56.757
would probably rather have a let's say

00:14:56.840 --> 00:15:00.557
robot that's 5% slower or or you know,

00:15:00.640 --> 00:15:02.677
less reliable than the optimal burger

00:15:02.760 --> 00:15:04.277
flipping robot if I can share

00:15:04.360 --> 00:15:07.797
commonality with that with that nurse.

00:15:07.880 --> 00:15:11.237
In defense, that's not really the case

00:15:11.320 --> 00:15:13.717
because you are in this constant race to

00:15:13.800 --> 00:15:18.317
not just barely beat your adversary, but
to massively overpower them. To try and

00:15:18.400 --> 00:15:20.077
make it where you know, the goal is is

00:15:20.160 --> 00:15:22.677
to just barely win a conflict on the

00:15:22.760 --> 00:15:25.997
margins. It is to fight unfair, to have

00:15:26.080 --> 00:15:30.197
overwhelming threat of violence
underpinning whatever diplomatic

00:15:30.280 --> 00:15:34.197
overtures or negotiations you have. And
and and everyone was always pushing the

00:15:34.280 --> 00:15:37.037
limits. So, if if if I if I have a jet

00:15:37.120 --> 00:15:40.877
that has a reliable 5% every time edge

00:15:40.960 --> 00:15:42.557
over the enemy, that's worth paying a

00:15:42.640 --> 00:15:45.437
lot of money for, right? Like I I I and

00:15:45.520 --> 00:15:49.677
and I I I think the the the loss
in performance you would see

00:15:49.760 --> 00:15:54.157
through lack of specialization probably
makes it non-viable. Like to to to go to

00:15:54.240 --> 00:15:58.357
the to the extreme like a you know,
I build robot submarines and those have a

00:15:58.440 --> 00:16:03.197
specialized form that needs to dive
to 6,000 m depth and and sit on the bottom

00:16:03.280 --> 00:16:07.037
of the ocean for months at a time.
And then I have other stuff that's on the

00:16:07.120 --> 00:16:10.757
surface and and you know, they're
robotic systems that you know, roll up a

00:16:10.840 --> 00:16:13.837
hill and and they loiter and then I have
other things that are you know, aerial

00:16:13.920 --> 00:16:16.837
vehicles that are doing very specialized
tasks and I just can't imagine a

00:16:16.920 --> 00:16:18.597
convergence that would make sense.

00:16:18.680 --> 00:16:20.837
Unless you're telling me that we're
going to get some cool like like

00:16:20.920 --> 00:16:24.717
humanoids that have like you know,
on-board fusion reactors and they can

00:16:24.800 --> 00:16:27.757
dive to 6,000 ft depth. >> So,
Palmer, why aren't why aren't you

00:16:27.840 --> 00:16:31.997
building those? I mean,
if anybody, you should >> [laughter]

00:16:32.080 --> 00:16:35.597
>> Look, you could potentially build such
a thing, but then very quickly you realize

00:16:35.680 --> 00:16:38.957
that specialization would allow you
to build something even better. You say,

00:16:39.040 --> 00:16:42.237
"Okay, I've built something that can
dive to the bottom of the ocean and fly

00:16:42.320 --> 00:16:45.917
to the moon." Man, it could get to the
moon a lot faster if it didn't have to

00:16:46.000 --> 00:16:47.237
also dive to the bottom of the ocean.

00:16:47.320 --> 00:16:51.357
So, I think I think defense is going
to be this one where kind of like a

00:16:51.440 --> 00:16:54.197
you know, you you look at for example
the difference between cars where

00:16:54.280 --> 00:16:58.397
everything has shared platforms within
a manufacturer you know, manufacturer and

00:16:58.480 --> 00:17:01.597
they also share a lot
of the same standards

00:17:01.680 --> 00:17:05.437
and the interfaces.
I think that you compare that with like

00:17:05.520 --> 00:17:09.597
a motorsport where it's all completely
different and it's continuously pushing

00:17:09.680 --> 00:17:14.517
forward. I I think the defense side
is probably always going to be this this

00:17:14.600 --> 00:17:18.117
weird branch of exotic highly
specialized robotic systems.

00:17:18.200 --> 00:17:21.077
>> You know, Palmer, I expected if
anybody was going to be building humanoid

00:17:21.160 --> 00:17:22.637
robots, it would be you. >> No, no, no.

00:17:22.720 --> 00:17:24.517
>> just you you said
you said absolutely not.

00:17:24.600 --> 00:17:27.477
>> I've I've opted out
because um I because

00:17:27.560 --> 00:17:30.637
I believe in them. If I didn't believe
that humanoid robotics had such a

00:17:30.720 --> 00:17:34.197
powerful future, then I would probably
build them. But I want Anduril to build

00:17:34.280 --> 00:17:36.317
things that wouldn't exist otherwise.

00:17:36.400 --> 00:17:39.880
That's what I generally want to do.

00:17:40.200 --> 00:17:43.957
Correct. All the other people are
already doing a great job. Like I I I

00:17:44.040 --> 00:17:47.677
want to use their robots.
>> And and and do things with them. Like I

00:17:47.760 --> 00:17:51.037
think humanoids are going to be
an incredible general artificial

00:17:51.120 --> 00:17:56.357
intelligence interface between AI
and remote systems and a lot of legacy

00:17:56.440 --> 00:18:00.237
platforms that were designed for a person
to you know pull the lever, push

00:18:00.320 --> 00:18:03.197
the button, read the screen. Like we're
going to be able to take all those and

00:18:03.280 --> 00:18:06.917
automate them without replacing them
entirely. So, you have a lot of things

00:18:07.000 --> 00:18:09.997
like radar systems
that cost millions, tens

00:18:10.080 --> 00:18:12.277
of millions, even hundreds
of millions of dollars.

00:18:12.360 --> 00:18:16.037
Uh nobody wants to man them during a hot
conflict cuz they're the first thing

00:18:16.120 --> 00:18:19.917
that's going to go. But if I can put
humanoid robots in them, I've now been

00:18:20.000 --> 00:18:23.157
able to automate them without that. So,
yeah, I'm not going to build humanoids.

00:18:23.240 --> 00:18:26.917
Uh this is also why Anduril is not
building like small quadcopter attack

00:18:27.000 --> 00:18:30.317
drones. Too many other companies doing
a great job. There's a there's a lot of

00:18:30.400 --> 00:18:33.357
a lot of areas. And and we're not going
to do space launch. Like we do space

00:18:33.440 --> 00:18:36.357
products. We have a lot we operate a lot
of our own satellites and a lot of our

00:18:36.440 --> 00:18:39.677
own sensors in space. Uh but I don't
want to be a launch provider. That's for

00:18:39.760 --> 00:18:42.597
all the other billionaires to >> Yeah,
yeah, let let them handle that.

00:18:42.680 --> 00:18:47.157
That's fantastic. Salim,
um you know, when you're operating

00:18:47.240 --> 00:18:49.597
Anduril Industries, you're uh

00:18:49.680 --> 00:18:52.757
decentralizing defense, right? The

00:18:52.840 --> 00:18:57.197
Pentagon and ministries of defense
globally have been the most centralized

00:18:57.280 --> 00:18:59.757
entity in the history of humanity.

00:18:59.840 --> 00:19:03.557
Uh you're sitting on the
edge dealing with that. Uh

00:19:03.640 --> 00:19:07.477
you must have a massive immune system
problem where people inside the entity

00:19:07.560 --> 00:19:09.437
are going, "Nah, we've done that before.

00:19:09.520 --> 00:19:13.437
We can do it better." They either try
and suck you in or they try and spit you

00:19:13.520 --> 00:19:16.357
out. How are you navigating that
interface because you're doing it in a

00:19:16.440 --> 00:19:22.120
way that I've never seen
anybody succeed do it.

00:19:22.440 --> 00:19:26.037
>> I think that this is a problem
that's very, very hard at the beginning.

00:19:26.120 --> 00:19:28.447
>> Oh, I said the wrong thing.

00:19:28.530 --> 00:19:30.117
>> [laughter] >> Wow. >> No idea what the

00:19:30.200 --> 00:19:32.957
>> Well, until someone gets
on the intercom and tells us to

00:19:33.040 --> 00:19:34.597
>> Someone won a million dollars.

00:19:34.680 --> 00:19:40.600
Congratulations. >> Um what were we
talking about? What what what what was it?

00:19:44.200 --> 00:19:47.317
Seriously, I knew the intercom
was going to come on.

00:19:47.400 --> 00:19:48.717
What were we talking about again?

00:19:48.800 --> 00:19:51.957
>> Centralization of Pentagon
versus decentralized government.

00:19:52.040 --> 00:19:55.877
>> I'm going to I'm going to keep talking
till somebody tells me that I can't. Um

00:19:55.960 --> 00:19:59.877
So, we've gotten through this a bit.
I think early on there was that concern

00:19:59.960 --> 00:20:03.397
that Anduril was not going to be able
to get through that. Our Our hardest

00:20:03.480 --> 00:20:06.437
problem raising money >> Skippy,
would you please shut this down?

00:20:06.520 --> 00:20:09.477
>> [laughter] >> I've been
through enough of these to to

00:20:09.560 --> 00:20:11.437
know how it's going to work.
>> There we go.

00:20:11.520 --> 00:20:14.477
>> I imagine. >> One of our
early problems was that our

00:20:14.560 --> 00:20:18.357
investors said, "Palmer, you potential
investors." They said, "Look, we believe

00:20:18.440 --> 00:20:20.957
that you'll be able to build things that
work. We believe you'll be able to build

00:20:21.040 --> 00:20:25.037
products that are great, but we don't
believe the government is capable of

00:20:25.120 --> 00:20:27.757
actually purchasing them at scale."
Cuz I mean, you talk you talk about

00:20:27.840 --> 00:20:29.597
centralization, you know about the

00:20:29.680 --> 00:20:32.237
issues. For people who don't, uh until

00:20:32.320 --> 00:20:35.877
just a few years ago, you had about 80%

00:20:35.960 --> 00:20:38.797
of MDAPs, major defense acquisition

00:20:38.880 --> 00:20:40.917
programs. So, the basically anything

00:20:41.000 --> 00:20:44.877
that that that matters, uh 80% of MDAPs

00:20:44.960 --> 00:20:48.197
went to five companies, and that's it.

00:20:48.280 --> 00:20:52.637
And I mean, you've seen incredible
consolidation, centralization. Anduril

00:20:52.720 --> 00:20:55.757
has been successful because we use we're
we're we're less of a contractor and

00:20:55.840 --> 00:20:58.837
more of a product company. We use
our own money to build products, then we

00:20:58.920 --> 00:21:02.437
sell them, and we've gotten to the point
now where people in government have done

00:21:02.520 --> 00:21:06.917
very, very well betting on Anduril, and
then miraculously we finish on schedule,

00:21:07.000 --> 00:21:09.277
we finish on time, and then the next

00:21:09.360 --> 00:21:14.077
program manager says, "I know how I can
make my job easy. I just I just give the

00:21:14.160 --> 00:21:15.917
contract to Anduril." >> Got it.

00:21:16.000 --> 00:21:19.917
>> So, it it's got to take guts to enter
the defense industry, right? The most

00:21:20.000 --> 00:21:24.117
incestuous, you know, self-licking
ice cream cone on the planet.

00:21:24.200 --> 00:21:25.037
>> Yeah.

00:21:25.120 --> 00:21:28.477
>> And and and what insanity,

00:21:28.560 --> 00:21:31.637
you know, gave you the balls to do that?

00:21:31.720 --> 00:21:35.237
>> The insanity was the
reason that I got into it.

00:21:35.320 --> 00:21:39.757
Uh the first page of our pitch deck said
Anduril will save taxpayers hundreds of

00:21:39.840 --> 00:21:43.517
billions of dollars a year by making
tens of billions of dollars a year. The

00:21:43.600 --> 00:21:46.397
idea being we're not just making
products that we're selling, but we are

00:21:46.480 --> 00:21:51.997
displacing the systems that cost
needlessly 10 times what they should.

00:21:52.080 --> 00:21:58.037
And Yeah, thank you. >> [applause] >>
And so, it does seem crazy, but, you

00:21:58.120 --> 00:22:01.317
know, I don't I I I
can't put myself on the

00:22:01.400 --> 00:22:06.077
same pedestal as him, but one of my
mentors and idols growing up and then

00:22:06.160 --> 00:22:09.317
also early in my career was John
Carmack, the founder of id Software.

00:22:09.400 --> 00:22:11.877
>> John is great.
>> John is incredible. And for people who

00:22:11.960 --> 00:22:16.237
don't know, he's basically the inventor
of the modern modern 3D game engine,

00:22:16.320 --> 00:22:19.997
first-person shooters, also started
a rocket company that competed in the

00:22:20.080 --> 00:22:22.477
>> He he was competing
in the X Prize, and I I remember

00:22:22.560 --> 00:22:27.157
>> And he was one of the, if not
the only one to be doing reusable

00:22:27.240 --> 00:22:29.277
>> Exactly, he was doing vertical
takeoff, vertical landing.

00:22:29.360 --> 00:22:31.277
>> else was even trying to do. He did it.

00:22:31.360 --> 00:22:34.957
>> I remember there's this this name
on the side of his vehicles, Armadillo

00:22:35.040 --> 00:22:37.517
Aerospace. How do you
pronounce that thing? I

00:22:37.600 --> 00:22:37.997
thought you'd only know. That's right.

00:22:38.080 --> 00:22:40.117
He was using So, yeah, he was using uh
he was using uh he was building his own

00:22:40.200 --> 00:22:43.157
sensor fusion algorithms. He was
processing them on modern, you know, or

00:22:43.240 --> 00:22:45.637
on you know, commercial-style graphics

00:22:45.720 --> 00:22:50.197
card hardware using his game programming

00:22:50.280 --> 00:22:52.397
experience. Anyway, the point is it was

00:22:52.480 --> 00:22:57.477
called Armadillo Aerospace. That's right.
And the thing and yeah, they were

00:22:57.560 --> 00:23:01.037
doing vertical takeoff
and landing long before SpaceX was

00:23:01.120 --> 00:23:03.557
was was was I mean, doing anything.

00:23:03.640 --> 00:23:06.037
>> Yeah. No, before it existed, for sure.

00:23:06.120 --> 00:23:10.357
>> And but anyway, the the point is he he

00:23:10.440 --> 00:23:12.677
I I he ended up becoming the CTO of

00:23:12.760 --> 00:23:14.837
Oculus VR. I managed to poach him away

00:23:14.920 --> 00:23:18.517
from Id, but after he left, he went to

00:23:18.600 --> 00:23:21.957
work on AI actually even before I did.

00:23:22.040 --> 00:23:23.557
And so he started he started his own

00:23:23.640 --> 00:23:29.477
company to work on on on AGI.
And and I said why why are you why are you

00:23:29.560 --> 00:23:32.517
doing this? >> You know, that the odds
of you succeeding and to be clear, I still

00:23:32.600 --> 00:23:35.317
believe AI was going somewhere,
but he said, "I'm going to start a company

00:23:35.400 --> 00:23:39.077
that's just going all in on the end state.
Like I'm not trying to

00:23:39.160 --> 00:23:42.677
incrementally get there. It's just all
in on AGI." And the point that he made

00:23:42.760 --> 00:23:47.477
was, "Palmer, even if I've got a 1%
chance of succeeding, which maybe is an

00:23:47.560 --> 00:23:49.557
overestimation, but suppose I have a 1%

00:23:49.640 --> 00:23:55.080
chance of succeeding,
and suppose that I could pull it off,

00:23:55.480 --> 00:23:57.877
the the risk-adjusted

00:23:57.960 --> 00:24:00.997
outcome kind of demands that I do it.

00:24:01.080 --> 00:24:02.757
And that was how I felt about defense.

00:24:02.840 --> 00:24:05.477
If there was a 1% chance that I could

00:24:05.560 --> 00:24:09.837
help solve this problem, then it was one
that would be massively impactful to

00:24:09.920 --> 00:24:13.597
work on versus, let's say, starting
another gaming company, getting into

00:24:13.680 --> 00:24:18.317
space launch, you know,
building a car company, which

00:24:18.400 --> 00:24:21.357
it it all of the billionaires, they end
up doing the same thing. You don't have

00:24:21.440 --> 00:24:23.797
enough people getting into defense or or

00:24:23.880 --> 00:24:25.957
putting on a bat suit. It's just it's

00:24:26.040 --> 00:24:30.957
just cars and rockets and and they
just go in circles like that for for for

00:24:31.040 --> 00:24:33.997
>> So, you know, when I interviewed you
on the on the Moonshots podcast last time,

00:24:34.080 --> 00:24:38.597
you mentioned that you're part
of a billionaire's boys club chat.

00:24:38.680 --> 00:24:39.637
>> Yeah, yeah.
>> [clears throat] >> Oh, yeah.

00:24:39.720 --> 00:24:42.997
>> Are they working on anything worthwhile
at this point? I mean, I gave I gave

00:24:43.080 --> 00:24:46.077
them for saying like, "God, you got
all this capital. Solve the world's

00:24:46.160 --> 00:24:48.557
biggest problems."
>> I think the B boys are doing a lot

00:24:48.640 --> 00:24:50.797
better now than we were a few years ago.

00:24:50.880 --> 00:24:53.277
>> Okay. >> Um >> They're
they're stepping up.

00:24:53.360 --> 00:24:56.237
>> And and for people you think we're
talking about is I I was giving a lot of

00:24:56.320 --> 00:25:00.917
people a hard time, especially some
retired B boys. And uh I was telling

00:25:01.000 --> 00:25:01.837
them what are you what are you doing?

00:25:01.920 --> 00:25:05.917
You have cuz money is one of the
resources they have. But one of the

00:25:06.000 --> 00:25:09.357
resources people don't talk about,
especially for the retired B boys, is

00:25:09.440 --> 00:25:13.397
that they have credibility, which would
allow them to gather people around them,

00:25:13.480 --> 00:25:17.757
teams around them, and capital. Like
they could and it's just sitting there

00:25:17.840 --> 00:25:20.197
underutilized if they're doing nothing.

00:25:20.280 --> 00:25:23.597
They have the credibility in that people
trust them as a leader to be able to

00:25:23.680 --> 00:25:26.397
lead an organization like that.

00:25:26.480 --> 00:25:30.517
They could have the same ideas and the
same words as somebody who's equally

00:25:30.600 --> 00:25:34.637
smart or smarter and they'll still do
better for that. And so my point to them

00:25:34.720 --> 00:25:38.597
is you have a responsibility not only as
someone who's who's got a lot of capital

00:25:38.680 --> 00:25:41.877
yourself, but who's got this underutilized
resource of the ability to

00:25:41.960 --> 00:25:46.557
do more. If if you're
not doing that, then are

00:25:46.640 --> 00:25:48.637
you really like what are you even doing?

00:25:48.720 --> 00:25:53.157
Anyone can sit on a boat. Few people
can start another multi-billion dollar

00:25:53.240 --> 00:25:54.907
company that does something that matters.

00:25:54.990 --> 00:25:57.957
>> [applause] >> And the good
news is most of them I

00:25:58.040 --> 00:26:02.717
think I I I think a lot of people have
have gotten the itch to to solve some of

00:26:02.800 --> 00:26:04.597
these problems that are out there.

00:26:04.680 --> 00:26:08.640
Nihilism is is is on is on the down.

00:26:10.050 --> 00:26:11.997
>> [laughter] >> Yeah,
that's an interesting point.

00:26:12.080 --> 00:26:15.557
Although Like I said,
I think most of the B boys

00:26:15.640 --> 00:26:18.757
I think they seem like
they keep pretty busy.

00:26:18.840 --> 00:26:22.037
I don't I don't I don't have a problem
with B boys who don't do enough. Like to

00:26:22.120 --> 00:26:25.637
some people they mis- mistake what I
what I say like oh Palmer wants other

00:26:25.720 --> 00:26:30.317
billionaires to work on defense
or energy or or biology.

00:26:30.400 --> 00:26:34.157
You like my point is not that people
need to distract themselves by doing more

00:26:34.240 --> 00:26:37.397
things. A lot of people
can only do one thing.

00:26:37.480 --> 00:26:40.197
You know, and that was what
I did for a long time.

00:26:40.280 --> 00:26:44.157
It's what I hate is the people who are
not doing anything. That's that that is

00:26:44.240 --> 00:26:46.317
that is like a repulsive to me.

00:26:46.400 --> 00:26:50.277
>> So maybe message to the audience,
you get to join the B boys slack group or

00:26:50.360 --> 00:26:53.957
whatever this is, Telegram,
if you're doing something new

00:26:54.040 --> 00:26:57.517
and differentiated. >> The group
actually got shut down and uh

00:26:57.600 --> 00:27:01.477
we've been we've been talking about
now that we need to do a B boys 2.0.

00:27:01.560 --> 00:27:04.397
Um but I think I think people
post >> some B girls as well.

00:27:04.480 --> 00:27:07.477
>> I think people posted the wrong
memes a few too many times.

00:27:07.560 --> 00:27:10.637
>> Boom. >> I I look uh
there there was there was a

00:27:10.720 --> 00:27:14.357
time where there were no there were no
B girls and then there was this Business

00:27:14.440 --> 00:27:18.317
Insider article uh whining about it
and uh the the reality is like it's just

00:27:18.400 --> 00:27:20.917
like me and some guys.
>> Like you know, it's not like there's

00:27:21.000 --> 00:27:23.327
this isn't like the Illuminati conference.

00:27:23.410 --> 00:27:25.157
>> [laughter] >> You know,
it's like they're they're like

00:27:25.240 --> 00:27:28.797
oh, there's a group and you know, but no
women have been invited. I'm like I it's

00:27:28.880 --> 00:27:30.117
not that no women have been invited.

00:27:30.200 --> 00:27:33.357
It's just like me and some some
of my boys. But >> [laughter]

00:27:33.440 --> 00:27:37.197
>> uh but actually there there was a there
was a there was a there was a girl in it

00:27:37.280 --> 00:27:40.437
by the end. So, uh we need Yeah, we need
to we need to restart that. We need to

00:27:40.520 --> 00:27:44.397
restart that group. >> So,
you're in Facebook commercials now.

00:27:44.480 --> 00:27:49.117
>> Oh, yeah. Yeah, yeah. >> Yeah,
so so the new Meta VR is out, uh

00:27:49.200 --> 00:27:54.077
how does it compare against your vision
of what you wanted to achieve? Is it Yeah.

00:27:54.160 --> 00:27:57.677
>> Look, it does a lot of the things
that uh it's not exactly what I would make

00:27:57.760 --> 00:28:01.437
were I the guy who's waving the magic
wand and and and and you got lots of

00:28:01.520 --> 00:28:04.557
magic wands spinning the CAD, but uh

00:28:04.640 --> 00:28:09.597
look, the new Meta VR glasses are a lot
closer in a lot of ways. Uh so, I've

00:28:09.680 --> 00:28:14.557
long been a believer that you need
to decouple the compute and the battery

00:28:14.640 --> 00:28:18.357
from the head. You should it should not
be that and and I'm not even saying the

00:28:18.440 --> 00:28:19.837
head totally, it's more of the front.

00:28:19.920 --> 00:28:23.917
So, uh before Oculus Quest. So,
Oculus Quest was the last thing that I

00:28:24.000 --> 00:28:26.397
worked on before they fired me. And uh

00:28:26.480 --> 00:28:31.637
the prototypes at the time were
a prototype series code named Santa Cruz

00:28:31.720 --> 00:28:36.077
and uh we were sure actually showing
that publicly before they fired me. And

00:28:36.160 --> 00:28:39.957
uh Santa Cruz had the battery and compute
on the back of the head and then

00:28:40.040 --> 00:28:42.597
the light, you know, the part on the
soft tissue on the front of your head

00:28:42.680 --> 00:28:46.157
was kept as light as possible. And then
at some point after they got rid of me,

00:28:46.240 --> 00:28:49.757
they they jammed it all into one big
giant lump in the front and they ruined

00:28:49.840 --> 00:28:53.557
the ergonomics. They forgot
why you need a top strap. Uh,

00:28:53.640 --> 00:28:56.557
but you know, it it it it
bothers >> Serve them right.

00:28:56.640 --> 00:28:59.037
>> It bothers me most Look, it bothers me

00:28:59.120 --> 00:29:00.957
mostly at this point because uh

00:29:01.040 --> 00:29:03.677
the Oculus Rift CV1, which was the first

00:29:03.760 --> 00:29:06.317
modern consumer VR headset, it got the

00:29:06.400 --> 00:29:10.237
ergonomics more or less perfect in 2016

00:29:10.320 --> 00:29:11.597
and you know, we we were showing it off

00:29:11.680 --> 00:29:15.957
in 2015 and literally nobody has done as

00:29:16.040 --> 00:29:17.797
good of as it and it's been over a

00:29:17.880 --> 00:29:20.437
decade. Every single person screws it

00:29:20.520 --> 00:29:23.117
up, even Apple. And I I I just I don't I

00:29:23.200 --> 00:29:25.637
can't comprehend it. How how could it be

00:29:25.720 --> 00:29:28.317
that the ergonomic design led by a

00:29:28.400 --> 00:29:32.197
19-year-old kid with no experience is

00:29:32.280 --> 00:29:34.357
better than anything that anyone has

00:29:34.440 --> 00:29:39.437
come up with since. Anyway, the new
Meta VR glasses are the closest thing.

00:29:39.520 --> 00:29:41.797
And they're very lightweight.
They've off-boarded the computer. They've

00:29:41.880 --> 00:29:45.677
off-boarded the batteries. They have
really high-quality pass-through.

00:29:45.760 --> 00:29:49.357
Um they they It has a feature that I
invented for CV1 called Transformo

00:29:49.440 --> 00:29:51.877
Fabric, which they do not call it.

00:29:51.960 --> 00:29:55.317
The basically using uh fabric uh a a a

00:29:55.400 --> 00:30:00.757
a soft flexible fab black black
light-absorbing matte fabric to one

00:30:00.840 --> 00:30:04.437
minimize reflections, but two uh
basically seal the cavity between and

00:30:04.520 --> 00:30:08.197
around the lenses. That means that you
can move them uh and the fabric just

00:30:08.280 --> 00:30:12.397
stretches to meet where the lenses are
for different interpupillary distances

00:30:12.480 --> 00:30:15.997
rather than having like sliding
mechanical interfaces and plastic and

00:30:16.080 --> 00:30:20.717
they brought Transformo Fabric back for
the first time since my my era. So, I'm

00:30:20.800 --> 00:30:24.677
I'm I'm a huge fan and uh you know,
it's it's a third of the price of Apple's

00:30:24.760 --> 00:30:27.597
product and uh somewhat higher higher

00:30:27.680 --> 00:30:32.237
pixel density. I I think that's pretty
extraordinary. Oh, and and and 1/8 the

00:30:32.320 --> 00:30:36.357
weight. >> Yeah. Amazing.
>> Pretty amazing. Pretty good.

00:30:36.440 --> 00:30:37.917
>> Let's close on Let's close on this.

00:30:38.000 --> 00:30:43.037
We've got, you know, 1,500 entrepreneurs,
moonshot visionaries, and

00:30:43.120 --> 00:30:46.037
tens of thousands watching
on the live stream.

00:30:46.120 --> 00:30:48.797
Uh what's your advice?

00:30:48.880 --> 00:30:53.917
What, you know, what did you learn in high
school that made you succeed at the

00:30:54.000 --> 00:30:57.277
speed you did? We were talking
about this on the plane right back.

00:30:57.360 --> 00:31:00.677
>> I I was really lucky
to uh I guess maybe

00:31:00.760 --> 00:31:04.317
not lucky. I did it.
Uh but >> Well, you are you are lucky.

00:31:04.400 --> 00:31:05.997
>> That's right. >> I am [laughter] lucky.

00:31:06.080 --> 00:31:08.957
>> It's in the name.
>> I started an online community called

00:31:09.040 --> 00:31:12.437
ModRetro when I was 14 or 15. Uh it was

00:31:12.520 --> 00:31:14.957
an internet forum for people who were

00:31:15.040 --> 00:31:19.477
modifying vintage game consoles
and computers, building handheld units,

00:31:19.560 --> 00:31:22.877
improving the performance in a variety
of ways. We had a few thousand active

00:31:22.960 --> 00:31:26.197
members. And uh and a
whole team of volunteer

00:31:26.280 --> 00:31:30.157
moderators and administrators with with me
me at me at the top of it for some

00:31:30.240 --> 00:31:35.557
reason. And uh I learned a lot of valuable
lessons about how you can build an

00:31:35.640 --> 00:31:38.917
organization, how you market
an organization, how you get people to

00:31:39.000 --> 00:31:44.317
believe in what you're doing. I learned
a lot about dealing with the types of

00:31:44.400 --> 00:31:46.317
problems you deal with when
you're running a company, you know.

00:31:46.400 --> 00:31:48.717
>> With humans. >> Well,
I mean, you you have you have two

00:31:48.800 --> 00:31:51.397
It's a tale as old as time.
You've got two people.

00:31:51.480 --> 00:31:54.877
They're both brilliant.
They're both very good at what they do.

00:31:54.960 --> 00:31:56.757
And they hate each other. And they

00:31:56.840 --> 00:32:02.037
disagree over something. You need to
somehow mediate the conflict or separate

00:32:02.120 --> 00:32:05.957
them in a way that allows you to get
the value that that allows both of them to

00:32:06.040 --> 00:32:10.957
contribute value to the greater project,
uh but not have them hate you, not have

00:32:11.040 --> 00:32:15.477
them lose faith in the broader thing,
but also you not not kill each other.

00:32:15.560 --> 00:32:18.357
Sometimes that means you need
to reconcile things between the two.

00:32:18.440 --> 00:32:21.997
Sometimes it means that you need to put
one guy over here and one guy over here.

00:32:22.080 --> 00:32:24.437
And sometimes you need to make sure that
they don't know that that's what you're

00:32:24.520 --> 00:32:27.837
doing as you do it. That's just
[laughter] I'm not saying that's the key

00:32:27.920 --> 00:32:33.397
to running a successful business is the
management of the two problem, but it's

00:32:33.480 --> 00:32:36.427
Yeah, and then and once you make it
a three-body problem, now I'm out.

00:32:36.510 --> 00:32:39.357
>> [laughter] >> But uh
but but it's it's that and a

00:32:39.440 --> 00:32:42.437
hundred things like it that I learned

00:32:42.520 --> 00:32:46.557
running Mod Retro that I was able
to take into starting Oculus, to carry

00:32:46.640 --> 00:32:50.477
forward into what I'm doing in my other
companies. And uh that that's why I'm a

00:32:50.560 --> 00:32:54.717
I'm a strong believer that the the the
kids should should should get a job. And

00:32:54.800 --> 00:32:57.637
I I I also had a job starting when I
was 14, so I learned how the real world

00:32:57.720 --> 00:33:02.837
works, too. But I I So, I'm a huge fan
of people doing things at a scale that's

00:33:02.920 --> 00:33:05.317
larger than just themselves.
In other words,

00:33:05.400 --> 00:33:07.517
don't just do a project, do a project

00:33:07.600 --> 00:33:09.717
with someone else. Do a project with

00:33:09.800 --> 00:33:14.557
other people. Build in the open, learn
the the the the good parts of that, the

00:33:14.640 --> 00:33:17.957
bad parts of that. It it it's
been extremely useful to me. And

00:33:18.040 --> 00:33:19.877
>> Has building changed in the age of AI?

00:33:19.960 --> 00:33:22.957
What advice do you have? Again, you know,
we've been saying on the pod for a

00:33:23.040 --> 00:33:27.797
while now, you know, forget about grad
school, you know, even college is a is a

00:33:27.880 --> 00:33:29.477
maybe. You didn't go to college. You

00:33:29.560 --> 00:33:32.237
know, and high schoolers should what?

00:33:32.320 --> 00:33:35.437
Find a a purpose they care about and use

00:33:35.520 --> 00:33:40.560
AI to go and code it. What's your
your closing advice here on that?

00:33:40.880 --> 00:33:42.837
>> You know, one of the reasons I have not

00:33:42.920 --> 00:33:48.597
been as upset as some people about uh

00:33:48.680 --> 00:33:52.407
Now, it's funny. There's something on the
screen. It's like it's to not talk about

00:33:52.490 --> 00:33:54.357
>> [laughter] >> Just wanted
to make sure you saw that.

00:33:54.440 --> 00:33:56.757
>> I I I did. We're not going to talk
about Don't think about it. All right,

00:33:56.840 --> 00:33:59.607
company. All right, great. Great.

00:33:59.690 --> 00:34:03.517
>> [laughter] >> The uh There's
the There's a lot of people who

00:34:03.600 --> 00:34:05.117
who who love their craft and they love

00:34:05.200 --> 00:34:07.997
what they do. And uh and and they are

00:34:08.080 --> 00:34:11.157
rightfully mourning uh the end of, for

00:34:11.240 --> 00:34:15.397
example, coding things by hand top
to bottom, start to finish as anything but

00:34:15.480 --> 00:34:19.717
like a craft endeavor. Um and and I
and I understand that. It's it's the same

00:34:19.800 --> 00:34:23.317
way that a lot of artists felt when
the camera was invented. They They whined

00:34:23.400 --> 00:34:26.557
and complained about how it ruined art
and it made it so that anybody could

00:34:26.640 --> 00:34:29.797
push a button. And and you know, the
these things are always painful for the

00:34:29.880 --> 00:34:31.997
people who are masters of their craft.

00:34:32.080 --> 00:34:35.557
Um I already got screwed in that way
a long time ago. When you're a founder,

00:34:35.640 --> 00:34:38.237
you don't get to actually work in any
of the tech anyway. All the other people

00:34:38.320 --> 00:34:42.037
get to have all the fun. And so, you know,
I I like electrical engineering. I

00:34:42.120 --> 00:34:45.037
like optical engineering. I like
mechanical engineering. I don't get to

00:34:45.120 --> 00:34:48.557
do any of it cuz the job
of a founder is to

00:34:48.640 --> 00:34:51.677
hire people to to displace them. And and

00:34:51.760 --> 00:34:55.917
and to do what they thought they could
do or what they like they do like doing

00:34:56.000 --> 00:34:59.637
better. The job, I've said many times
to people, if you want to work on

00:34:59.720 --> 00:35:02.997
technology work for somebody else.
If you want to

00:35:03.080 --> 00:35:06.957
work on nonstop start a company.

00:35:07.040 --> 00:35:11.477
And so and so what I would say to people
is AI doesn't actually change the

00:35:11.560 --> 00:35:15.237
part of the job very much.
You're still on the hook legally. You're

00:35:15.320 --> 00:35:18.357
still on the hook for all
the interpersonal stuff. And you could you

00:35:18.440 --> 00:35:21.357
you can delegate some of it, but at the
end of the day it's your call, it's your

00:35:21.440 --> 00:35:24.677
decision. It's the same thing
for fundraising. It's the same thing for

00:35:24.760 --> 00:35:27.637
general product architecture. And when
people make the wrong decisions, it's

00:35:27.720 --> 00:35:31.037
your choice as to when
you need to overrule them,

00:35:31.120 --> 00:35:33.317
override them, replace them. I don't see

00:35:33.400 --> 00:35:36.397
AI replacing that part of it anytime

00:35:36.480 --> 00:35:40.637
soon. Not because it couldn't, but because
the gains everywhere else are so

00:35:40.720 --> 00:35:45.477
much larger that I think we've got
a good 10 years of speed running

00:35:45.560 --> 00:35:48.597
all of the other parts of the business
before they before they come to that.

00:35:48.680 --> 00:35:52.237
So, look, AI changes a lot, but I I I'm
telling you there's a lot of people you

00:35:52.320 --> 00:35:56.837
are in for a rude awakening if you
are like a hobbyist coder or a hobbyist

00:35:56.920 --> 00:35:59.117
engineer and you think you're going
to start a company and you think you're

00:35:59.200 --> 00:36:01.237
going to be doing all that stuff? No,

00:36:01.320 --> 00:36:04.117
you're going to learn a hard lesson. It

00:36:04.200 --> 00:36:08.437
Being a founder was was always like
AI took your job. It's just that other

00:36:08.520 --> 00:36:11.917
people took it. >> Yeah.
Ladies and gentlemen, let's give it up

00:36:12.000 --> 00:36:14.960
for Palmer Luckey.

00:36:19.860 --> 00:36:21.880
>> [music]
