Amjad Masad (@Amasad), Flo Crivello (@Altimor) and Nathan Labenz (@Labenz) join us for a heated debate on the AI moment, Crypto in an AI world, and a comparison of AI and crypto's relative value. (0:00) Preview of the debate (0:30) Sponsor (1:00) Nathan introducing our new upcoming AI podcast, The Cognitive Revolution (3:45) Flo’s take on the AI moment and AGI (8:20) Amjad’s take on the AI moment (15:00) Is chatGPT a step function change? (23:45) AI’s effect on coding (34:40) Amjad believes AI is underhyped (35:00) Bounties (53:15) What AI companies should VCs invest in? (57:30) Antonio/Flo pre-debate (1:00:15) “All knowledge work will be automated in 20 years” (1:01:00) Antonio’s AI skepticism (1:05:20) the inflection point is a jump in generality (1:06:00) Who will capture value, incumbents or startups? (1:14:30) Segue into AI and crypto (1:20:00) Flo’s crypto skepticism (1:23:40) Antonio and Flo HEATED DEBATE (1:26:30) Dan tries to calm everybody down (1:27:00) Dan’s crypto perspective (1:29:30) Antonio’s crypto perspective (1:31:50) Amjad’s Bitcoin maximalist view (1:34:55) Amjad’s hilarious rant on crypto ponzis (1:38:00) Dan and Amjad debate Bitcoin/Ethereum (1:40:00) AI vs Web 3 brawl (1:52:32) Amjad’s AI predictions
0:00) Preview of the debate
(0:30) Sponsor
(1:00) Nathan introducing our new upcoming AI podcast, The Cognitive Revolution
(3:45) Flo’s take on the AI moment and AGI
(8:20) Amjad’s take on the AI moment
(15:00) Is chatGPT a step function change?
(23:45) AI’s effect on coding
(34:40) Amjad believes AI is underhyped
(35:00) Bounties
(53:15) What AI companies should VCs invest in?
(57:30) Antonio/Flo pre-debate
(1:00:15) “All knowledge work will be automated in 20 years”
(1:01:00) Antonio’s AI skepticism
(1:05:20) the inflection point is a jump in generality
(1:06:00) Who will capture value, incumbents or startups?
(1:14:30) Segue into AI and crypto
(1:20:00) Flo’s crypto skepticism
(1:23:40) Antonio and Flo HEATED DEBATE
(1:26:30) Dan tries to calm everybody down
(1:27:00) Dan’s crypto perspective
(1:29:30) Antonio’s crypto perspective
(1:31:50) Amjad’s Bitcoin maximalist view
(1:34:55) Amjad’s hilarious rant on crypto ponzis
(1:38:00) Dan and Amjad debate Bitcoin/Ethereum
(1:40:00) AI vs Web 3 brawl
(1:52:32) Amjad’s AI predictions