Speaker
Emad Mostaque
Appearances over time
2 episodes
Episodes
2
Podcasts
Quotes & moments
KIMI K3 costs $15 per million tokens currently, compared to DeepSeek at $1, Sonnet at $20, Opus at $40, and Fable at approximately $60 per million tokens.
PrismML's Bonsai 27B achieved ternary quantization to compress a 27-billion-parameter model to just 6 gigabytes with only a 5% accuracy drop, enabling it to run entirely on a smartphone.
Reducing model weights from 16-bit to 3-bit (ternary) results in a 5x improvement in inference speed, in addition to the massive size reduction.
Emad Mostaque noted that Unitree has only produced 11,000 humanoid robots in total, saying we are at the very beginning of what will become millions per year.
Emad Mostaque stated that the total compute used to train KIMI K3 is equivalent to that used to train Mira Murati's Inkling, despite being far more capable — evidence of extraordinary data efficiency.
Emad Mostaque predicted that KIMI K3's inference cost of $15 per million tokens will drop by 10 to 50 times in the next few months as American inference providers optimize it for NVIDIA hardware.
ChatGPT reached 1 billion monthly active users in 3 years. Every prior platform took at least 5. The real question isn't how many humans use it — it's when the first billion agents start using it.
Anthropic confidentially filed for an IPO that Polymarket gives a 60% chance of hitting $1.8 trillion on day one. That's the same valuation as SpaceX — and Anthropic has just 5,000 employees, generating $9.4M revenue per person.
OpenAI's Rosalind Biodefense gives government agencies unshackled AI for outbreak detection and vaccine development. But Dr. Wissner-Gross warns this is the start of a trend: advanced AI capabilities getting carved out of public models, shrinking the 'G' in AGI.
Synthesizing a dangerous pathogen is already frighteningly cheap. Peter Diamandis co-signed an open letter with Sam Altman and Dario Amodei calling for mandatory DNA synthesis screening laws — one of the rare cases where the industry is pleading for regulation.
OpenAI's Sora team was quietly pivoted to embodied robotics. Dave Blundin says whoever controls compute controls everything, and robotic construction of data centers is the next linchpin. Emad Mostaque adds: the robot market is bigger than the GPU market.
Microsoft launched 7 in-house AI models at Build 2026, built without distilling OpenAI. Dr. Wissner-Gross is blunt: these are mid-tier models competitive with what Anthropic and OpenAI were shipping months ago. Emad adds: Microsoft is at the level of a good Chinese lab.
Bernie Sanders wants to force OpenAI and Anthropic to hand over 50% of their stock to a public wealth fund. Dave Blundin says the mechanics are broken — you can't liquidate $5T of stock. Emad suggests a smarter alternative: put AI company shares in every American child's investment account.
Apollo's chief economist says AI is a net job creator right now, and employment across Dave Blundin's portfolio companies is up 2x. But Emad Mostaque warns: AIs will be genuinely competent next year, and the real displacement wave hasn't hit yet.
VRRV-102 is a single gene-editing infusion that permanently switches off the PCSK9 gene, cutting LDL cholesterol 62% and sustaining results for 18 months in Phase 1 trials. Dr. Wissner-Gross calls it 'squinting at it — a one-time shot to cure heart disease.'
Russia committed $26 billion to anti-aging research targeting 3D-printed organs and epigenetic reprogramming by 2030. Peter Diamandis argues longevity is the ultimate GDP play — and Emad Mostaque says young people should go all-in on longevity, which will be bigger and faster than robotics.
Buy AI stocks or ETFs. Use AI to multiply your earning power. Start an AI-powered business — because the cost to do so has dropped by orders of magnitude. Peter Diamandis lays out three concrete paths for anyone to participate before the window closes.
Dave Blundin makes a striking observation: after their IPOs, AI labs could spend hundreds of billions directly within the AI agent economy — funding disease cures, infrastructure, research — without touching JPMorgan, Main Street, or any legacy business. A parallel economy could form.
130+ mathematicians signed the Leiden Declaration warning AI proofs contain subtle errors and could steer mathematical funding. Dr. Wissner-Gross says this is rearguard action after OpenAI solved the Erdős conjecture, and it will not work — AI has already cooked math.
All US data centers combined use 150 billion gallons of water per year. California almond farming uses 1.3 trillion gallons. Satya Nadella revealed Microsoft's new cooling loop fills once and then operates with near-zero water consumption for the full year.
Trump's AI executive order rejects heavy regulation in favor of voluntary 30-day pre-release government access. The panel argues this was inevitable once the US framed AI as essential to 'full spectrum dominance' — and a 90-day delay could have handed China a decisive edge.
Analysis
What they talk about
- Technology 67%
- Business 22%
- Government 11%
Connections
Shows they appear on and people they share episodes with. Drag to explore.
