Is AI a Bubble? Experts Debate the Future of AI w/ David Blundin, Salim Ismail, and Alexander Wissner-Gross | EP #190

Peter Diamandis (0:00)

MIT study reports 95% of AI pilots are failing. Big firms are running pilots but struggle to scale. Meta-freezes AI hiring, is there an AI bubble?

SPEAKER_2 (0:11)

Sam has a dinner where he says that there could be an AI bubble.

Sam Altman (0:15)

Well, here's another bubble. Here's another scam that I called out that many people have yelled at me for.

SPEAKER_4 (0:20)

A new risky bubble could be forming at the same time.

Dave Blundin (0:24)

Absolutely not a bubble. It's the biggest shift in human history.

Salim Ismail (0:26)

I would argue that in AI, we've actually crossed the singularity. Like, the pace of change is faster than we can process it.

Alexander Wissner-Gross (0:31)

We're about to get general purpose humanoid robots that are running foundation models, but they're going to be running locally at ultra-low latency.

Peter Diamandis (0:40)

I think this is an incredibly exciting idea for AI.

Dave Blundin (0:43)

The worst thing you can do is not get on board and ignore it. That's the worst move you can make.

Peter Diamandis (0:48)

This is what's going to help us continue on this accelerating curve.

Dave Blundin (0:52)

The new economy is coming and some things need to be rethought just for speed.

SPEAKER_2 (0:59)

Now, that's the Moonshot, ladies and gentlemen.

Peter Diamandis (1:04)

Everybody, welcome to Moonshots, another episode of WTF Just Happened in Tech. Here with my Moonshot mates, Salim Ismail, Dave Blundin and Alex Wissner-Gross. Gentlemen, as I like to say to our listeners, get ready to add 20 IQ points this morning. There is a lot going on in the world.

Dave Blundin (1:23)

Oh my God, a crazy amount. We were in California one week at OpenAI headquarters to come back and about 50 things have happened that we need to talk about right away. It's unbelievable.

Peter Diamandis (1:34)

Literally, the team and I and all of us spend like 20 hours getting this slide deck ready, trying to figure out what to put in it, what not to put in it. And like last night, we got to add this, we got to add that.

Salim Ismail (1:47)

It's a goddamn full-time job at this point.

Dave Blundin (1:49)

It was ridiculous. We are full-bored in self-improvement and singularity mode. The rate at which things are popping now, it's not going to stop either.

Peter Diamandis (1:57)

No, it's accelerating.

Salim Ismail (1:58)

I would argue that in AI, we've actually crossed the singularity. The pace of change is faster than we can process it.

Dave Blundin (2:05)

You're talking about the like-minded souls here. We're all going to agree on that topic. And it's funny, I hung out with the family over the weekend, saw my nephews and they're just not aware yet. They will be very soon, but it's just crazy. But they're watching the pod, so they're keeping up. So let's accelerate them today.

Peter Diamandis (2:23)

Yeah, well, and I appreciate that. I mean, the number of people who have reached out and said, Oh my God, I love WTF, I love Moonshots. It's been really heartwarming. And Alex, they love seeing you too. So welcome back as our fourth here.

Alexander Wissner-Gross (2:37)

Very kind. Yeah, super excited to be here.

Dave Blundin (2:40)

Yeah, there are a bunch of topics today that are very technical, and hopefully you'll be the one guy on the plan who can explain it. So very much looking forward to that.

Peter Diamandis (2:49)

Hey, Salim, you look like you're at a space station someplace.

Salim Ismail (2:51)

Where are you? I'm at Newark Airport trying to do a podcast, so this is not conducive from an environmental perspective. I found a corner in the airport. Hopefully it's okay.

Peter Diamandis (3:01)

Okay. Well, hopefully no one shows up. If they do, just yell bomb or something.

Salim Ismail (3:05)

If I get dragged away, you'll know why.

SPEAKER_2 (3:08)

Okay. All right.

Peter Diamandis (3:09)

Oh, my God.

SPEAKER_2 (3:10)

All right.

Peter Diamandis (3:10)

Well, let's jump in. Like you said, a lot's going on. You know, the very first subject, it's the AI wars always. AI is accelerating everything. We'll cover that. We'll cover robotics. We'll cover BCI together today. We'll cover a number of different subjects, but it's a heavy AI digest. And we're going to begin with the latest on GPT-5. And Dave, like you said, we were, we just recorded a podcast with Kevin Wheal, the Chief Product Officer. Hopefully people are enjoying that podcast. It was really a beautiful setting and a lot. And then literally a week after we're there, everything continues popping. It's great.

Salim Ismail (3:50)

The podcast, by the way, was absolutely a must watch. It was an awesome, awesome episode you guys did.