I'm hiring!

Bullish

• $AI— AI is at a critical juncture, comparable to the early stages of COVID-19 in February 2020, suggesting significant and imminent impact across various sectors.

  • “I think we're at what late February 2020 was for COVID, but for AI.”

    Dwarkesh·0:22Hear it
• $CHINAAI— Understanding AI developments in China is crucial for a comprehensive view of the global AI landscape, with more happening than is widely reported.

  • “Are you expecting to find coverage of what's actually happening in China, which is actually quite crucial to understanding the AI picture and which many people have such strong takes about without any granular understanding of the political or technical situation there?”

    Dwarkesh·2:55Hear it
• $LLMTOOLS— LLM tools are significantly improving podcast production efficiency, demonstrating their practical value and potential for wider applications.

  • “Just this last weekend, I was building a few scripts that have, like, totally improved our ability to, to process these episodes from we got, like, Gemini with audio to, make human level transcripts. And then you can just have these LLMs give you a first draft of all the promotional material we need.”

    Dwarkesh·9:45Hear it

Bearish

• $MEDIA— Traditional media outlets are failing to provide adequate coverage and analysis of important AI developments, potentially becoming less relevant in the AI era.

  • “I think you will look in vain at the front pages of those institutions to find even mention of 03, much less some technical analysis about what this direction of trading implies for the future of AI and its timeline and what we should do about it.”

    Dwarkesh·2:05Hear it

Not investment advice.