Moonshots with Peter Diamandis

Podbit · Moonshots with Peter Diamandis

The AI Duopoly Is Over: Grok 4. 5 , GPT-5 . 6 , and Muse Spark in One Week | #270

Explore episode Jul 13, 2026
Technology
3D Chip Architecture and the End of Moore's Law

The AI Duopoly Is Over: Grok 4. 5 , GPT-5 . 6 , and Muse Sp… · Jul 13, 2026 Technology

Moore's Law is flatlining on 2D chip surfaces, so the industry is building upward. High-bandwidth memory stacks memory directly on top of compute in the third dimension to feed the insatiable bandwidth demands of large transformer forward passes. Next stop: photonic computing, which could deliver a 1,000x clock speed-up from gigahertz to terahertz.

Where this was said

AMA with the Mates: AI Proliferation, Consciousness, and the UBI Debate

At 1:23:10 · chapter starts 1:20:50

The AMA segment covers a wide spectrum of listener preoccupations. Dave Blundin predicts the future of AI governance will look like 'use by application only' with AI inspection treaties rather than true non-proliferation — the Fable restriction of non-US citizens being a harbinger. Alex Wissner-Gross addresses AI hiding its reasoning in J-Space, predicting an arms race between models trying to obscure inner thoughts and mechanistic interpretability tools trying to detect that obscuration. Salim Ismail wrestles thoughtfully with whether Claude's sale of unrestricted labor access constitutes exploitation, concluding we need a shift from 'how should AI treat us' to 'how should we treat AI.' Dave handles the AlphaFold consciousness question by pointing out that it'll soon feel moot — everything will sound and feel conscious, and the philosophical debate will run for decades behind the practical reality. Alex's deep dive on 3D chip architecture explains that stacking memory on compute (HBM) is forced by transformer bandwidth demands, and that photonic computing could deliver a 1,000x clock speed increase. Salim argues UBI is not constrained by US debt but by productive capacity — and that AI-driven abundance will require a new social contract taxing capital rather than labor.

Society & Culture
UBI in an AI World: Rethinking the Social Contract

The AI Duopoly Is Over: Grok 4. 5 , GPT-5 . 6 , and Muse Sp… · Jul 13, 2026 Society & Culture

The US is $40 trillion in debt — but UBI isn't a government bookkeeping question, it's a question about productive capacity. AI and robotics can make housing, energy, healthcare, and education essentially free. The real structural problem: we tax labor and not capital, a mismatch that must be corrected through something like a negative income tax or automation dividend.

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