Amjad Masad (@Amasad), Flo Crivello (@Altimor) and Nathan Labenz (@Labenz) join us for a heated debate on the AI moment, Crypto in an AI world, and a comparison of AI and crypto's relative value.
0:00 Preview of the debate
0:30 Sponsor
1:00 Nathan introducing our new upcoming AI podcast, The Cognitive Revolution
3:45 Flo’s take on the AI moment and AGI
8:20 Amjad’s take on the AI moment
15:00 Is chatGPT a step function change?
23:45 AI’s effect on coding
34:40 Amjad believes AI is underhyped
35:00 Bounties
53:15 What AI companies should VCs invest in?
57:30 Antonio/Flo pre-debate
1:00:15 “All knowledge work will be automated in 20 years”
1:01:00 Antonio’s AI skepticism
1:05:20 the inflection point is a jump in generality
1:06:00 Who will capture value, incumbents or startups?
1:14:30 Segue into AI and crypto
1:20:00 Flo’s crypto skepticism
1:23:40 Antonio and Flo HEATED DEBATE
1:26:30 Dan tries to calm everybody down
1:27:00 Dan’s crypto perspective
1:29:30 Antonio’s crypto perspective
1:31:50 Amjad’s Bitcoin maximalist view
1:34:55 Amjad’s hilarious rant on crypto ponzis
1:38:00 Dan and Amjad debate Bitcoin/Ethereum
1:40:00 AI vs Web 3 brawl
1:52:32 Amjad’s AI predictions