PERSON DIRECTORY
Dave Blundin
Dave Blundin appears in 107 indexed conversations across Moonshots. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242
Peter DiamandisSalim IsmailDave BlundinAlexander Wissner-Gross
Musk’s Terafab targets 1 terawatt of annual AI-compute capacity versus roughly 20 gigawatts today, making compute the proposed organizing resource of the economy.Demand may absorb every process node as autonomy, AI labor compression, and model distillation expand usage, but ASML, materials, power, labor, capital, and Musk’s timing remain critical execution risks.
Meta’s 15 Billion Dollar AI Bet & The Race To ASI w/ Salim Ismail & Dave Blundin
Peter DiamandisAlexander Wissner-GrossDave Blundin
The AI race is becoming an energy race as China targets nuclear leadership by 2030 and produced roughly 700 GW of solar panels in 2024, while US licensing takes 10–12 years.Frontier models could become winner-take-all through self-improvement, while Cursor’s $500 million ARR and AI startup revenue demonstrate unusually capital-light economics; generation, distribution, storage, and regulation remain key constraints.
The Race for Super Intelligence Will Decide Our Future as a Species w/ Salim Ismail & Dave Blundin | EP #179
Peter DiamandisSalim IsmailDave Blundin
The superintelligence race is framed as potentially winner-take-all, with a leading model soon able to improve itself while math and code advance faster than biology constrained by data and full-cell simulation.Electricity may be the binding constraint as China scales solar and nuclear faster than the US, making cheap storage a potentially trillion-dollar breakthrough while Meta’s $100 million recruiting packages and $14.8 billion Scale AI stake reflect insurance against falling behind.