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Moonshots
Conversations about exponential technologies, AI, longevity, space, robotics, and the entrepreneurs attempting unusually large missions.
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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.
AI Q&A: Humanoids Will Transform Every Industry w/ Khosla & Adcock
Vinod KhoslaBrett AdcockPeter Diamandis
Figure’s humanoid strategy depends on one general-purpose platform serving most human work, reducing customization and maintenance costs while targeting “twenty thousand dollar levels” and 100,000 units.Indoor workforce deployments are expected first, but homes, farms, and space follow unevenly; security, FDA approval, and distribution remain constraints even as Khosla forecasts AI making scientific research 10–100x more abundant within five years.