Kapitelklicken springt direkt hin
Shownotes
<p>Alex Wissner-Gross and Emad Mostaque, the best of a two-hour Moonshots episode, reshaped for the ASI pilled.</p><p><br></p><p>Binance loses $6.3 billion and Emad says whatever can be hacked will be. Alex calls Gemini 4 Carbon Opus 5.5 level but unreleased; Emad calls the top of search advertising for Q1. Alphabet has its worst day in 20 years, and Alex and Emad argue about whether CPUs are the next bottleneck. Sam Altman's internal channel is called hold my beer, entire fields are rolling over, and OpenAI wants self-replicating data centers; Alex says they belong on the moon. Then Optimus, Cybercab vs. Waymo, Cambridge's unions vs. driverless taxis, no safe harbor in any degree, Anduril's Blue Chip, and an AMA. Nothing here is financial advice.</p><p><br></p><p>Our films in this episode:</p><p>Physics Is Cooked, Alex's Chain Theory: youtu.be/RkLpzNaHQfQ</p><p>The Day Science Fell, OpenAI's three discoveries: youtu.be/apD5iaKO1Zw</p><p><br&… from the Moonshots Podcast EP #307 with Peter Diamandis, Salim Ismail, Dave Blundin, Alex Wissner-Gross, and guest Emad Mostaque (Intelligent Internet).</p><p>Source episode: youtube.com/watch?v=yHMU5ql7O6o</p><p… shown:</p><p>Binance's $6.3 billion heist (NBC News): nbcnews.com/business/markets/binance-hack-teth… 4 Carbon (Khaleej Times): khaleejtimes.com/business/google-launches-gemi… 4 (BetaNews): betanews.com/article/google-announces-genie-4-… worst day (Marketplace): marketplace.org/story/2026/10/29/why-did-alpha… Q3 (Stock Titan): stocktitan.net/articles/alphabet-q3-2026-earni… my beer (Gizmodo): gizmodo.com/sam-altman-reveals-internal-model-… data centres (TNW): thenextweb.com/news/sam-altman-openai-robots-s… Innermost Loop, Alex's newsletter: theinnermostloop.substack.com/</p><p&… (2014): en.wikipedia.org/wiki/Transcendence_(2014_film)</p><p>Optimus production begins (Not a Tesla App): notateslaapp.com/news/4866/tesla-officially-be… under 20 cents a mile (EV): eletric-vehicles.com/tesla/musk-says-its-proba…, labor and Waymo (WBZ NewsRadio): wbznewsradio.iheart.com/content/rideshare-driv… enrollment falls (PBX Science): pbxscience.com/us-computer-science-enrollment-… applications plunge (Allwork.Space): allwork.space/2026/10/gen-z-is-losing-faith-in… and Qualcomm's Blue Chip (Interesting Engineering): interestingengineering.com/military/anduril-qu… voluntary exits (Shacknews): shacknews.com/article/151147/microsoft-volunta… files S-1: anthropic.com/news/s1-sec</p><p>Ph… via Wikimedia Commons: Patrick Stewart (Kingkongphoto & www.celebrity-photos.com, CC BY-SA 2.0), Palmer Luckey (Xuthoria, CC BY-SA 4.0), the Triangle Shirtwaist Factory fire (public domain).</p><p><br></p><p>0:00 Alex and Emad's hot takes</p><p>1:09 Binance: the human is the weak link</p><p>2:51 Farewell, Captain Picard</p><p>3:41 Elon discovers longevity</p><p>4:08 The court is the physical world</p><p>5:45 Gemini 4 Carbon, Opus 5.5 level but unreleased</p><p>9:10 Search advertising peaks in Q1</p><p>10:15 Google becomes a hyperscaler</p><p>11:22 Genie 4 and the last American video lab</p><p>14:17 Conviction</p><p>15:23 Conviction is a system prompt away</p><p>16:37 Alphabet's worst day: what choice do they have?</p><p>18:16 Are CPUs the next bottleneck?</p><p>21:19 Hold my beer</p><p>23:19 The innermost loop</p><p>23:43 Self-replicating data centers on the moon</p><p>25:05 Who regulates the moon?</p><p>26:29 Transcendence</p><p>26:56 ⚠ Emergency data poison injection</p><p>27:13 Who buys a million Optimus?</p><p>28:58 Buy the first 100,000 robots</p><p>31:03 Robots go where the revenue is</p><p>32:16 Cybercab vs. Waymo</p><p>34:17 40,000 Cybercabs per city</p><p>35:36 The unions and the red flag</p><p>37:16 5,000 fewer dead kids a year</p><p>38:26 No safe harbor</p><p>40:33 Not one line of code this month</p><p>42:05 Anduril's Blue Chip</p><p>45:13 AMA: why Chinese models are cheap</p><p>46:14 AMA: Microsoft's voluntary exits</p><p>48:00 AMA: Chain Theory and the simulation</p><p>50:05 AMA: we all become peers</p><p>51:22 Singularitarians</p><p>51:34 Outro</p><p>51:53 Maitreya prayer</p><p><br></p><p>#ASIPill #AlexWissnerGross #EmadMostaque #Moonshots #Gemini #Optimus #OpenAI</p>
