Quote · Moonshots with Peter Diamandis
The $10B Satellite Empire Putting AI in Orbit, Why Chips Beat Rockets & China's #1 Open Model | EP #266
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AI Brain Drain: Noam Shazeer Leaves Google for OpenAI; John Jumper Goes to Anthropic
At 1:17:42 · chapter starts 1:14:15
Peter covers two major AI talent moves. Alex argues Google has fallen behind the frontier; Will defends Google's compute, data, and talent advantages.
Everyone except SpaceX pays a launch tax. Everyone except NVIDIA and Google pays a compute tax. Will Marshall's contrarian take: near-term, launch cost is the bottleneck for orbital AI — but longer term, chip energy efficiency is the actual moat. Google TPUs may be the real weapon in space.
Near-term the SpaceX launch tax is the bigger barrier for orbital compute, but long-term the NVIDIA compute efficiency tax matters more.
Google acquired Noam Shazeer's company Character.AI for $2.7 billion to bring him back as head of Gemini, but he has since left for OpenAI.
The co-author of the Transformer paper left Google for OpenAI. The Nobel laureate behind AlphaFold left Google DeepMind for Anthropic. These aren't random career moves — Anthropic's recruiting pitch is reportedly: come in, we'll show you what's behind the firewall, and you'll feel like you've seen God.
