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Transcript

🔮 AI, energy and robots — where to bet in the boom

With Packy McCormick

I hosted a live with

earlier today and we had a blast1—covering a wide range of topics, including:

1. A sense-check on crypto and Web3:

  • Transition from idealistic vision to mainstream financial instrument.

  • Importance of regulation and guardrails.

  • Challenges of open systems and manipulation.

2. AI’s current state & impact:

  • “Super SaaS” vs existential threat.

  • ChatGPT and Claude competing for leadership in daily use.

  • Anthropic’s prediction of “thousands of geniuses in data centers” vs. skepticism of established AI scientists.

  • Focus on human differentiation and personal development in the AI era.

3. Energy infrastructure & innovation:

  • Innovation in battery storage and startups we’re excited about.

  • Nuclear power: Historical successes and future potential.

  • China’s electric vehicle and energy progress.

4. European strategic shift:

  • Major mood change from January 2024 to present.

  • Making sense of the €800 billion allocated to defense and resilience.

  • Infrastructure challenges in Europe and the UK highlighted by Heathrow Airport shutdown.

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P.S. If you were wondering about the little blip at the start of the session—two squirrels in my garden decided to put on a show and completely stole my attention for a moment 🐿️