New podcast with @garrytan, @farbood and Daniel Francis.
Live in the Future!
00:00 Guest Intros
02:35 Live in the Future
03:58 Will AI Outsmart us?
07:43 In the Anthropic Breadline
09:59 The Tech Genie Is Out
12:33 We Invested in COVID?!
14:25 Good Writing Is Novelty
18:50 Living Like It’s 2028
24:32 Truth dot ai
30:18 Does China have the Weights?
35:38 Everyone has AI Anxiety
39:32 Have Your Agent Talk to My Agent
42:01 What if Open Source takes the Lead?
44:03 The Sun is Setting on Google
48:00 Ride the AGI
50:46 Will There be Startups?
54:05 Defending Taiwan
1:00:05 The California Empire
1:01:26 If the U.S. Falls
1:03:11 Universal Basic Robot
1:06:01 Humans as AI Handlers
Joe Rogan says he watched his “wild little” neighbor “go flat” the second his mom drugged him on ADHD meds.
His guest, who wrote the entire Yellowstone series, shakes his head and tells him ADHD is actually a “f*cking superpower if you understand it.”
He says his ADHD is exactly why he can sit in a crowded airport for 12 hours straight, writing a script and never lose focus.
TAYLOR SHERIDAN: “They tried to give me medicine for the ADHD.”
ROGAN: “Did they?”
SHERIDAN: “They did give it to me when I was a kid… You’re lobotomized… And so my parents were like, ‘Fuck it. Just let him run around.’”
ROGAN: “My neighbor’s kid, they gave it to him when I lived in California. It was such a bummer. He was this wild little kid. And they gave it to him, and all of a sudden he was flat. And the lady was like, ‘Oh, he’s on medication now because he’s hyperactive.’ I’m like, ‘Oh, my God.’ Not my kid. Not my place… And I kept thinking, if somebody did that to me when I was a kid, for sure I would have been on drugs.”
SHERIDAN: “It’s a f*cking superpower, if you understand it.”
ROGAN: “Exactly. It’s a superpower. If you could find something you love.”
SHERIDAN: “People say, ‘How in the world can you write a script? You write all these things.’ It’s not that hard. Once I know what it is, I can sit. You could sit me in an airport, around a thousand people. I won’t hear them. And I can sit there for 12 hours straight.”
ROGAN: “Because you love it.”
SHERIDAN: “I just hyperfocus.”
KOBE BRYANT’S 10 RULES:
1 Get better every day
2 Prove them wrong
3 Work on your weaknesses
4 Execute what you practiced
5 Learn from greatness
6 Learn from wins and losses
7 Practice mindfulness
8 Be ambitious
9 Believe in your team
10 Learn storytelling
On a serious note, you should pretend that every trade you take will be reviewed by your boss and presented to 5 potential clients on a powerpoint.
You will need actual quantifiable elements/reasons for taking the trade with conviction.
or theyll fire you for someone who put in more effort/prep than you.
This guy just left Google and made a billion dollar bet that every AI company alive is building the WRONG technology.
He spent 13 years at Google DeepMind building the most legendary AI systems ever created.
AlphaGo: Beat the world champion at Go, a game experts said computers wouldn't crack for another decade.
AlphaZero: Taught itself chess from SCRATCH with just the rules. Beat the world's strongest chess engine within hours.
AlphaStar: Reached grandmaster level in StarCraft II against professional players.
And every single one learned the same way: NOT from human data.
They learned from their own experience. Playing against themselves millions of times until they discovered strategies no human had ever conceived.
That's the detail everyone's missing according to David Silver.
Because right now, the entire AI industry is doing the OPPOSITE.
ChatGPT, Claude, Gemini, and Grok all work the same way:
They inhale the entire internet, every book, every article, every Reddit post, and then predict the next word in a sequence.
That's the whole trick.
Silver says this approach has a hard ceiling.
These models can remix human knowledge. Summarize, rephrase, recombine what humans already wrote.
But they CANNOT discover something genuinely new.
They can't reason from first principles, plan 20 moves ahead, or understand physics.
A two year old knows what happens when you push a glass off a table. GPT-5 does not.
That's why AI hallucinates. No understanding of reality. Just word prediction.
So Silver quit DeepMind. Walked away from 13 years at the most prestigious AI lab on earth.
And yesterday raised $1.1 BILLION in a seed round.
It's the largest seed round in European history. A $5.1 billion valuation before even building a SINGLE product.
- Sequoia flew to London personally to lead the deal
- Nvidia wrote a check for at least $250 million
- Google invested
- The British government invested through their Sovereign AI fund
His company is called Ineffable Intelligence.
Its stated mission: "To make first contact with superintelligence."
This is not another chatbot or a coding assistant.
He's building what he calls a "superlearner." An AI that discovers ALL knowledge from its own experience without pre-training on human data, internet scraping, or copying what humans already know.
The same approach that produced the legendary Move 37 during AlphaGo's match against world champion Lee Sedol.
The AI made a move that had a 1 in 10,000 chance of being played by any human in history.
Every expert thought it was a bug. The live commentator said "I don't understand." Lee Sedol left the room for 12 minutes trying to process it.
It turned out to be the most brilliant move of the entire match.
A machine discovered something that 5,000 years of human Go mastery never found.
THAT is Silver's bet. Not AI that copies humans better but AI that thinks in ways humans literally cannot.
His company compared its own ambition to Darwin: "Where Darwin's law explained all Life, our law will explain and build all Intelligence."
The crazy thing is that this is the THIRD billion dollar raise by an AI researcher in two months.
Yann LeCun's AMI Labs raised $1 billion last month at $3.5 billion.
Mira Murati's Thinking Machines Lab raised $2 billion at $12 billion.
Now Silver at $1.1 billion and $5.1 billion.
3 researchers and 3 startups with zero products, revenue, or customers.
Over $4 BILLION raised on resumes alone.
Either these people are about to crack the most important scientific problem in human history.
Or the investors can't tell the difference between genius and hype.
What do you think?
I see so many people searching for shortcuts, either blatantly or subconsciously. Open your charting platform and get to work.
Run a scan for stocks that went up 1000% over the last 10 years, or as far back as your platform will let you go. Go through them one by one, by hand, and document in a spreadsheet every time they made a big linear move from a tight, low risk spot. Study the conditions that led up to that tight, low risk spot. Build setup criteria around those conditions.
Then build execution criteria that must be true before you enter an actionable setup, such as price > prior high of day > premarket highs > key level > 5-minute ORH with a fresh 6/20 MACD cross, or whatever proves to be the most efficient execution criteria.
Keep doing this until you find a setup and entry tactic with real edge, meaning that if you execute the strategy consistently, you make money over the long term.
Map the setups and entry tactics to stage analysis so you know where they work best.