Here's my conversation with Mark Zuckerberg, his 3rd time on the podcast, but this time we talked in the Metaverse as photorealistic avatars. This was one of the most incredible experiences of my life. It really felt like we were talking in-person, but we were miles apart 🤯 It's hard to put into words how awesome this was for someone like me who values the intimacy of in-person conversation. It gave me a glimpse of an exciting future with many new possibilities and fascinating questions about the nature of reality and human connection ❤
Timestamps:
0:00 - Introduction
0:52 - Metaverse
15:27 - Quest 3
30:16 - Nature of reality
34:54 - AI in the Metaverse
51:51 - Large language models
57:49 - Future of humanity
I was shocked when I saw this chart.
The speed and aggressiveness with which $TSLA is cutting prices is the way to beat the End Boss.
(Rapidly increasing price affordability) x (constantly improving hardware and software) = super maximized market demand
This is a lethal combination which we haven’t seen play out in any modern market before.
Some companies cut prices, but most keep prices flat or increase them. Some companies improve products quickly. But no one has actually given you more for less on such a big ticket purchase so frequently.
AI continues to make unbelievable advances in healthcare.
Researchers have just created a brain implant that decodes thoughts into synthesized speech allowing paralyzed patients to communicate through a digital avatar.
This is incredible:
-The implant converts brain signals into text at nearly 80 words per minute, focusing on phonemes vs. whole words to enhance speed.
-The AI generates realistic vocals (mirroring a patient’s pre-injury voice) and facial animations that aim to enable more natural communication.
-The breakthrough brings the tech closer to real-world use, with the next step being a wireless model that doesn’t require a physical connection to the interface.
Restoring communication for those with paralysis is an innovation that would change countless lives.
While it sounds crazy, mind-reading implants seem to be inching closer to reality.
BREAKING: The United States has just sent another $200 million in aid to Ukraine.
$200 million to Ukraine today and Maui doesn't even get a comment.
As American citizens in Lahaina, Maui suffer from the loss of life and property President Joe Biden has just sent $200M worth of artillery rounds, air defense munitions and other weapons to Ukraine.
Nearly 100 people have been confirmed dead in the Maui fires, over 2000 structures have been destroyed and thousands have been displaced.
I hope Biden had a great vacation.
Mobile brought us three FAANGs: Apple $AAPL, Google $GOOGL, and Facebook $META.
It has been my stance for years that AI will far exceed the GDP of mobile by 4X and will bring us a new set of FAANGs, one of which will be Nvidia $NVDA.
Disruption can happen in as little as a decade:
Tesla $TSLA has rapidly overtaken legacy automakers including Ford $F and $GM and will surpass them both by 2027:
2017 revenues & EBITDA margin:
Tesla: $11.8B, -0.9%
Ford: $156.8B, 13.7%
GM: $145.6B, 17.0%
2022 revenues & EBITDA margin:
Tesla: $81.5B, 21.7%
Ford: $158B, 6.3%
GM: $156.7B, 15.2%
2027 projected revenues & EBITDA margin:
Tesla: $218B, 19.8%
Ford: $179B, 9.7%
GM: $198B, 12.6%