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.
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 🐿️
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