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Hard Fork · · 58 分钟

Hard Fork Live(第2部分):Stripe 的 Patrick Collison、Skip 的 Kathryn Zealand + 听众提问

Patrick CollisonKathryn Zealand

播客
TL;DR
  • Collison 对“富足时代”的判断很直接:当下最紧迫的需求是“建设”,因为实体建设面临的限制最不必要、最人为。 加州曾通过建设 Treasure Island 庆祝 Golden Gate Bridge;如今高铁项目甚至从官网移除了原定2033年完工的时间表。反差之大在于:创造超级智能听起来已颇为可信,而在加州新建一座城市却“简直荒谬”。

  • Collison 的制度下注是:释放有能力的内部人士,才能带来进步;靠着“宏大妄想”空降外部救世主则不行。 在一项针对顶尖科学家的调查中,79%的人表示,如果现有资金不再附带如今的限制,他们会大幅调整研究议程。他还表示,48%的人会做“非常不同”的事情,但节目文字稿没有解释这一数字与79%的关系。Arc Institute 正将这一理念用于复杂疾病研究,把单细胞测序、神经网络和 CRISPR 结合起来,尝试构建计算意义上的“虚拟细胞”;不过 Collison 也提醒,能否成功“时间会证明”。

  • Stripe 预计,智能体会接管结账环节的人工劳动;稳定币则可能扩大美元的覆盖范围,而不是取代美元。 Collison 想象“critters”充当“文书小兵”,处理过时的表格和交易,让用户回去做其他事情。智能体仍会使用本地计价货币;而由于大多数加密货币交易本就发生在美元计价的稳定币上,加密货币最重要的结果“可能最终是”推动海外更多人采用美元。

  • Stripe 的运营模式要求员工愿意押注长达10年的基础设施建设周期。 15年过去,Collison 说公司仍然感觉自己处于起步阶段;即便是成功产品,也可能需要10年才能完全展开,因为 Stripe 建的是“道路”,而不是快速增长的消费“汽车”。对于 Meta 据称提供的1亿美元招聘报价,他在仅参加过一次董事会会议后拒绝置评,Casey Newton 于是调侃说,这个数字意味着:“你得给我1亿美元,我才会去 Meta 工作。”

  • Skip 的 MO/GO 是一款售价约5,000美元、面向早期市场的 mobility 产品,还不是大众化的仿生升级设备。 其轻量电机最多可提供相当于健康成年人肌肉力量约40%的辅助,帮助徒步者以及有关节疼痛、伤后恢复或行动能力下降的人应对坡道、楼梯和站立。预订产品计划明年发货;能否进一步降价,部分取决于国际供应链改善。租赁服务则面向那些只想完成某一次“梦想徒步”的用户。

  • 主持人不接受“AI创造的财富或充分的安全保障会自动出现”这一假设。 Kevin Roose 提到长达50年的“Engel’s pause”:工业革命期间生产率和利润上升,工资却没有同步增长,因此富足是“有意为之的政策选择”。Casey 认为,一旦商业激励发生变化,就不能再指望行业主导监管;而拟议中的10年州级监管空窗,可能一直持续到更强大的智能出现。

  • 近期更现实的AI风险,是技术能力与社会准备程度之间的鸿沟扩大,尤其涉及儿童、学校和国防。 Roose 倾向于开展AI素养教育、重新设计作业,而不是在课堂上禁用AI;Newton 坚持学生仍需要通过阅读和写作培养批判性思维,最后总结为:“真人朋友胜过AI朋友。”Newton 对 AGI 的实用判断标准,是软件能否完成日常助理工作;家庭机器人则会更慢,他预计到了2028年,人们“可能仍然会自己叠衣服”。

摘要 · 为研究而整理的核心内容

1. 真正的瓶颈不是发明,而是建设

  • 当被问到满足富足时代最紧迫需求只用一个词怎么回答时,Collison 说的是“建设”。科学和医学的进展也太慢——人们至今还会得普通感冒——但在他看来,实体建设面临的限制尤其不必要、由人为造成,而且“至少原则上”可以解决。

  • 他用加州作对照来推进这一论点:加州曾经一天之内造出船只;当年完成 Golden Gate Bridge 时,旧金山“沉醉于那股狂热”,甚至专门建了 Treasure Island 庆祝。如今这种文化已让位于一项高铁工程:其官网已经删除了原先预计2033年完工的时间表。

  • Roose 进一步指出其中的矛盾:一位AI预测者可以想象几年内出现超级智能和机器人工厂,却承认这些东西过不了 Berkeley 的分区规划审批。Collison 的对应说法是:美国曾一次次建起城市,但 Solano County 的城市提案却引发公愤;反倒是用超级智能“让宇宙充满人口”的计划,听起来合理得多。

2. 更好的制度,可能意味着释放内部人士,而不是引进救世主

  • 一位主持人提出了一个值得保留的反驳:科技从业者之所以遭遇阻力,可能是因为社交媒体等技术让人们觉得自己得到了一笔糟糕的交易,而环境和公共治理后果又进一步削弱了信任。Collison 接受了“ Homer car problem”这个说法:没人希望外部人士把一个宏大却失灵的愿景强加给自己。

  • 他的替代方案,是释放那些已经在“默默耕耘一块孤地”的人。被问到如果现有研究经费可以自由使用——而不是增加经费——是否会改变研究方向时,79%的受访顶尖科学家表示会“大幅”调整。Collison 还说,48%的人会做“非常不同”的事情;文字稿没有解释这一数字与79%的关系。

  • 这一结果影响了 Arc Institute 的设计,也影响了 Collison 更广泛的制度观:城市规划师、科学家及其他内部人士,往往已经有比现行制度允许他们实现的更好想法。真正的约束可能来自委员会分配、共识机制和狭窄的学科定义,而不是缺少雄心或专业能力。

3. 智能体接管结账劳动,稳定币则把美元带向海外

  • 无论商业使用手机、稳定币还是AI智能体,Stripe 都位于界面之下,负责交易和资金流转。Collison 欢迎交互方式变化,同时拿今天的 Operator 体验开了个玩笑:它确实能买到墨西哥卷饼,“前提是你愿意等两小时”。

  • 互联网商业支持服务全球“规模大得离谱”的细分企业,但结账仍是一段过时的中断:一张“30个字段的表格”,可能还要传真,其中“有些部分是拉丁文”。很少有客户会把这一步行政手续视为互联网最伟大的贡献。

  • Collison 更喜欢一种不那么宏大的智能体表述。他认为,这些“critters”可以变成“文书小兵”:派一个去处理交易,自己再回去做其他事。他还设想让智能体自动支付科学文献的付费墙费用,解决当前AI科研工具经常卡住的实际障碍。

  • 他预计价格仍会以本地货币计价——美国用美元,爱尔兰用欧元。但他表示,大多数加密货币交易本来就以美元计价的稳定币完成,而且许多货币在5年内已经贬值75%;因此,加密货币可能让美国以外的人更容易获得美元,而不是推翻美元。

4. AI可能把生物学持续数月的试错循环变成计算任务

  • Collison 的基础判断是明确的,但定义非常谨慎:“人类从未治愈过复杂疾病。”他把感染性疾病和单基因疾病排除在外,所指的是由相互交织的遗传、环境和时间因素共同导致的疾病,包括大多数癌症、心血管疾病、神经退行性疾病和自身免疫疾病。

  • 瓶颈在于实验迭代。生物学研究人员需要操纵实体细胞,从横跨多个国家的供应链采购昂贵试剂,再等待3个月或6个月才能得到结果;软件工程师则可以在命令行测试一个想法,大约10毫秒后就得到答案。

  • 如果有一套可用的虚拟细胞,科学家就能先在“计算机内”快速、低成本地检验假设,再决定是否投入实体实验。Collison 说,近来的3项能力带来了“闪烁的潜力”:对单个细胞测序并读取其信息、用 transformers 推理复杂数据,以及用 CRISPR 或功能基因组学写入精确改变。Arc 前一天刚刚发布了首个虚拟细胞模型。

5. Stripe 招募愿意修路的人,押注10年产品周期

  • 被问到企业最容易低估哪种特质时,Collison 选择了长期思维。基础设施“不可能一夜之间建成”;Stripe 已经为此工作了15年,却依然觉得自己还在起步,而公司最成功的产品也可能需要10年才能完全展开。

  • 他用汽车和道路来类比招聘方向。汽车看得见、速度快、也更光鲜,但“总得有人修路”,所以 Stripe 寻找的是更适合建设缓慢基础设施层的人,而不是追求“TikTok 式增长曲线”的产品人才。

  • Collison 认为AI摘要虽然有用,却“具有很强的免疫效果”:在 Wikipedia 上读完一季电视剧的剧情,可能会消除继续追剧的冲动,但它既不会带来深层愉悦,也不会让人变得更好。他推荐的书包括 Stripe Press 出版、讲述互联网思想史的《The Dream Machine》,以及讲述青霉素之前那种抗生素的《The Demon Under the Microscope》。

6. MO/GO 先解决行动能力,再谈大众仿生

  • Skip CEO Kathryn Zealand 将 MO/GO 定位为“步行用的电动自行车”,初期目标用户是受膝部疼痛或行动能力下降限制的徒步者,尤其是在斜坡、陡坡和楼梯路段。长期来看,Skip 希望行动障碍不再决定人们能做什么。

  • 轻量电机直到过去约10年才同时具备足够的效率、可负担性和紧凑体积,最多可以提供相当于健康成年人肌肉力量约40%的辅助。集成在 Arc’teryx 裤子上的袖带,会把这股力量传递给穿戴者,帮助其站立、下蹲和爬升。

  • Zealand 预计,伤病或手术恢复期人群、有关节疼痛的人以及孕妇都会成为更广泛的用户;Skip 也在研究 Parkinson’s disease 和更严重的行动障碍。真正身体健康的人可能会觉得这件产品没必要,而想进行抗阻训练的人直接使用负重脚踝带即可。

7. 可穿戴机器人必须同时解决贴合度和意图识别

  • “硬件很难”,而穿戴在身体上的硬件要求更高:工业机器人做得不完美,丑一点也可以接受;外骨骼则必须舒适、贴合,还要在视觉上让人愿意穿。用户对接触和带动自己身体的设备格外敏感。

  • AI 是第二重约束。仓储外骨骼重复执行可预测的抬举动作,而人在社区里行走时会不断调整姿势、做出不规则动作。在一次原型测试中,Zealand 在紧张的会议上用脚点地,系统误以为她要站起来,直接把她的腿抬了起来,还打翻了桌上的水。

  • 在现场 StairMaster 演示中,Newton 把动力辅助爬楼形容为身体版的 vibe coding:“我在 vibe walking。”由于大脑很快会适应辅助,Zealand 关掉了系统;难度突然上升后,Newton 立刻要求把它重新打开。“这确实就是我们经常获得客户的方式,”她说。

  • MO/GO 售价“约5,000美元”,与电动自行车相当,现在可以预订,计划明年发货。Skip 还提供租赁和体验服务,面向那些想完成一次梦想徒步的人;除了友好的折扣码之外,Zealand 表示,真正降价仍需要国际供应链改善。

8. AI采用速度已经超过学校、家庭和家用机器人

  • Roose 最担心的是变化速度。旧金山过去给人的感觉是领先其他地方约18个月;如今他认为差距正在扩大,而社会既缺乏足够的安全网,也没有吸收冲击的精力,更无法确信即使出于善意设计的系统,也能避免重演社交媒体带来的意外后果。

  • 学校最初试图禁用并检测 ChatGPT,Roose 现在认为这是个错误。他主张开展AI素养教育、增加课堂讨论并重新设计作业,因为毕业生最终都会使用这些工具;Newton 的前提是,AI不能彻底替代阅读和写作,以至于学生根本无法培养批判性思维。

  • 比起抄袭,Newton 更担心AI伴侣:青少年可能会认定 ChatGPT 比身边任何人都更适合作朋友,而“没有任何东西阻止我们沿着这条路走下去”。他还指出,同一周内,OpenAI 一方面签署了军事合同,另一方面与 Mattel 达成合作,但儿童安全使用AI的问题仍未解决。“真人朋友胜过AI朋友。”

  • Newton 对 AGI 的实用定义,是软件能够完成日常助理工作——安排日程、销售广告和处理订阅者支持——而不是某个抽象的营销门槛。具身自动化还要更晚:尽管数十亿美元正流向 Physical Intelligence 等公司,Newton 预计到了2028年,人们“可能仍然会”自己叠衣服。

9. 军事应用、监管和分配都是政策选择

  • Newton 所说的国防“打入楔子”,是先在 Pentagon 内部署一个AI助手,回答诸如哪枚导弹应装在哪架飞机上的问题。他表示,人脸识别技术“基本已经完美”;一旦与AI结合,“局面很快就会变黑暗”。在他看来,持续报道AI在军事领域的部署,是新闻业的核心责任。

  • Roose 也表达了同样的担忧,并指出早期AI建设者曾寻求对军事用途作出合同限制。DeepMind 被 Google 收购时,相关协议中一度包含此类条款,但之后立场发生了变化。与之相抗衡的力量,是国防部庞大的预算,以及其为追赶进度而大笔投入的意愿。

  • Newton 认为,监管不能交给行业自己完成:挑战者会承诺打造更安全的系统、接受更严格的规则,但成功后往往会修改原有立场。包括 Future of Life Institute 在内的组织,已经围绕可能出现的10年州级AI监管空窗期展开行动;但 Newton 警告,10年足以让行业走到“比赛终点”。

  • Roose 对财富分配同样直言不讳。技术带来的富足不会自动向下渗透;它需要有意为之的政策,而许多人反对这些政策。在长达50年的“Engel’s pause”期间,工业革命带来了生产率和利润增长,工资却没有同步上涨:“很长一段时间里,很多人的日子都很糟。”

Hard Fork Live, the podcast's inaugural event, was sponsored by premier sponsor IBM, associate sponsor Invesco QQQ, and supporting sponsor Intuit QuickBooks.

Speaker 1

Well, Casey, what was your favorite part of Hard Fork Live?

Speaker 2

There are so many things to choose from, Kevin. One thing comes to mind: when I showed up at the venue, they had no idea who I was and didn’t want to let me in. I went right up to security and said, “Hi, I’m Casey. I’m here to co-host the show,” and they said, “Who?” I said, “Oh, gosh, am I going to have to pull up a website on my phone and show you my face?” And I did, and then they let me in.

Speaker 1

That’s good.

Speaker 2

What was your favorite part?

Speaker 1

I told them not to let you in. That’s why that happened.

Speaker 2

Oh, dang it, Roose, you got me again. You scoundrel.

Speaker 1

My favorite part was definitely this bit where we were changing out of our regular pants into some mechanical robot exoskeleton pants—

Speaker 2

Mm-hmm.

Speaker 1

—for a demo. We had practiced this the day before during rehearsal in sort of an empty backstage area. I’m taking off my pants, and I look up, and there’s Patrick Collison just looking at my fleshy, pale thighs.

Speaker 2

I know, yeah. One of Silicon Valley’s great thinkers and leaders—and there we are, our trousers dropped, and he’s thinking, “What kind of show is this exactly?” Suffice to say, if you weren’t backstage at Hard Fork Live, you didn’t see the whole show.

Speaker 1

I’m Kevin Roose, a tech columnist at The New York Times.

Speaker 2

I’m Casey Newton from Platformer.

Speaker 1

And this is Hard Fork.

Speaker 2

This week, it’s part two of Hard Fork Live. We’ll talk to Stripe CEO Patrick Collison, and try on some robot pants with Skip’s Kathryn Zelen. Plus, members of the live audience ask us anything.

Speaker 1

Anything?

Speaker 2

And they did.

Speaker 2

Well, this next guest I’m extremely excited about. I have known Patrick Collison and his brother John since the early 2010s. They had recently arrived in the city, and they were starting to build a company called Stripe. In the years since, it has grown into a juggernaut, and Patrick, I think, has become one of the most interesting and influential thinkers in tech.

Outside of his day job, he and Tyler Cowen wrote a piece in The Atlantic about the need for a new science of progress. He’s also the co-founder of the Arc Institute, which is doing a bunch of really important biomedical research. And, just to top it off, in April, he joined the board of Meta, which is currently reshuffling its AI team in ways that might be fun to talk about. So I’m extremely excited to welcome to the stage Patrick Collison.

Patrick Collison

Hey.

Speaker 2

It’s real.

Patrick Collison

Hi, how are you?

Speaker 1

Hey, good to see you.

Patrick Collison

Ah.

Speaker 1

All right.

Speaker 2

Patrick, thank you so much for coming.

Patrick Collison

Thanks for having me.

Speaker 2

How are you?

Patrick Collison

I’m doing well. It’s wonderful to be here, where I’ve come to so many Long Now talks, and now it’s you guys.

Speaker 2

There is no Long Now like a podcast, is what they say.

1. The Abundance Agenda

Speaker 1

So, Patrick, you are a big proponent of what they call the abundance agenda. I think I can say that without paying a royalty to Ezra Klein and Derek Thompson. What is the most urgent abundance-related need right now? Is it housing, land use, fast-tracking approvals for new drugs? What is it?

Patrick Collison

Building.

Speaker 2

Hmm. And why is that?

Patrick Collison

Well, I think, look, there are so many domains where we need more progress than we’ve garnered. The rate of improvement of life expectancies has really diminished, and you still get colds, right? That’s crazy. We’re on a trajectory, supposedly, to invent nuclear fusion and AGI, but we haven’t cured even the common cold. There are a lot of challenges we face in many domains. There are many pursuits in science and technology where we should be going much faster.

However, I think the place where the constraints are most unnecessary, most self-imposed, and easiest to—or at least, in principle, easiest to—address is in any kind of physical construction. By the way, California and San Francisco used to stand for this, right? We have the Kaiser signs around the Bay, and Marine Ship was in California. Those stories of the ships that got built in a day—they happened here. California is this funny superposition where, in the ’40s, ’50s, ’60s—I mean, actually, my favorite example of this is Treasure Island, which we built to celebrate the construction of the Golden Gate Bridge.

We were so drunk on the fervor of having finished the Golden Gate Bridge, caught up in the momentum of it, that we were like, “Well, let’s just go build another thing,” and so we built an island. And so California and San Francisco used to stand for this. And now California, my favorite example of this is that we passed a ballot prop for California high-speed rail. They used to have on the website—you’d go there—and the forecast completion date was 2033. I just checked recently, and they’ve taken it down. It used to be a 37-year project, and now who knows?

Speaker 1

Yeah, it’s so interesting. I was interviewing someone once about their AI forecast and how everything was going to change in the next 2 or 3 years.

Patrick Collison

Construction.

Speaker 1

We were going to have superintelligence and robot factories, and we were sitting in Berkeley, looking out over downtown Berkeley. I said, “Do you think any of that will get permitted by zoning?”

Patrick Collison

No.

Speaker 1

“No.” So even the people thinking about the wildest possible futures cannot imagine land-use reform in the Bay Area.

Patrick Collison

Yeah, well, another funny example of this was the announced aspirational city project in Solano County a couple of years ago. You guys covered it on the podcast.

Speaker 1

Yeah.

Patrick Collison

Thousands of times in its history—and America’s history is only a couple hundred years—America has decided, “Hey, let’s build a city.” That is a thing that has, in fact, ensued, and there is a city there today. It’s happened even recently, with Irvine and so forth.

But the response to that was astonishment, and people were aghast. That kind of audacity was offensive. When somebody says, “We’re going to create a superintelligence to populate the cosmos,” we’re like, “Yep, seems pretty reasonable.” But when someone says, “We’re going to build a new city in California,” it’s like, that’s just ridiculous.

2. Tech Faces A Trust Problem

Speaker 4

I do think that there is an element separate from that, which is that with a lot of tech, some folks just feel like they’ve gotten a bad bargain, right? Maybe with social media, they don’t quite like the bargain that they’ve gotten, or they worry about the environmental impact of some of these technologies.

Sometimes I do think technologists come along and say, “We want to take a crack at this,” and people just think, “I don’t actually trust you to do that.” I imagine you have done some thinking about this as somebody who is trying to bring your influence to bear on public issues. So how do you reckon with that?

Patrick Collison

Well, you’ve got the Homer car problem.

Speaker 4

Yeah.

Patrick Collison

Nobody wants that.

In many domains, I think it’s the case that if you go and talk to the insiders and the people who’ve been plowing some lonely furrow for a long time, they are brimming with ideas for how it could be done better. It’s not a matter of somebody careering in from outside with delusions of grandeur and some sense for how it could all be done differently. I think in many cases it’s actually about unleashing the ideas inside the system that exist but are not yet manifested.

One of my favorite examples, and one of the most striking examples of this, is that we ran a survey a couple of years ago of practicing top-tier scientists. We asked them not if they had more money, but if they could spend their current funding dollars however they liked. Today, funding dollars come with all sorts of restrictions, and they’re allocated by committees and by consensus, with tight field definitions and so forth.

Anyway, we asked these scientists, “If you could keep your current funding level but spend those dollars however you want, how much would your research agenda change?” I thought the results might be striking.

Maybe a third of scientists would actually like to be doing something else. 79% of respondents in that survey said they would change their research agenda a lot. These scientists are so self-sacrificing. They could go and make a bajillion dollars or, these days, 100 bajillion dollars, by doing something more lucrative, and they've decided to try to better humanity by working inside the academy.

They spend decades training, and then 48% are telling us that they would be doing something very different—not, again, if they had more money, but if they had fewer strictures attached to their current money. So anyway, I think that's one striking example. That was one of the influences for Arc. But I think in many of these cases, whether it's urban design and urban planning or any kind of construction or science or whatever, the insiders often know how to do it a lot better.

Speaker 4

You mentioned the $100 million figure, so I have to ask: You are on the board of Meta, which is currently reshuffling its AI teams, building a superintelligence team, and reportedly offering people $100 million to come work for them. Have you been helping with that, and what kind of advice are you giving Mark Zuckerberg about that?

Patrick Collison

You add the payments guy to the board, and then all of a sudden... I've just had 1 board meeting, so I shouldn't comment.

3. Agents Take Over Commerce

Speaker 4

Okay. Well, let me ask you about something you can comment on then, which is this idea of agentic commerce, which I've heard a bunch of times recently, and I think it means something like robots buying stuff. This is a big idea in the tech industry right now: You're just going to have these bots going out and buying things on your behalf, or agents transacting with each other. Right now, Stripe is a platform to help people, human beings, pay for things. But I can go on Operator and have it buy me a pizza or a burrito.

Patrick Collison

If you have 2 hours for it to complete that process.

Speaker 4

Yes.

Patrick Collison

Yeah.

Speaker 4

I imagine you're planning for a world in which this kind of thing is happening more. What does that look like, and is Stripe still necessary in that world?

Patrick Collison

Well, look, Stripe enables the transactions and money movement beneath the surface. So we're, to some extent, agnostic about and enthusiastic about all the different modalities in which that might happen. When Stripe started, mobile wasn't nearly as big a thing as it is today, stablecoins didn't exist, and so forth. So we're enthusiastic about the reinvention here.

From my standpoint, the variety that one can benefit from on the internet is tremendous. I think it's amazing that you can have so many niche businesses serving these preposterously large, global audiences and customer bases that couldn't exist without the internet, right? Because if you're only restricted to the hinterland that you locally serve, you get much less; there's much less that's possible.

But very few people say, “You know, the thing I love about internet commerce is that after I click on the thing, I'm brought to sort of a—”

Speaker 4

Checkout flow.

Patrick Collison

Yeah, like a 30-field form to fill out and then fax us parts of it in Latin. It just feels very antiquated.

I think the promise for these—I mean, I don't know, I think “agents” sounds very highfalutin, but these critters—to go and be the paperwork minions for you, to dispatch one and say, “Hey, go handle that, and then I will resume whatever else I was doing”—I think that's very promising, and I think it's going to be better for everyone.

Speaker 4

Will the agents use dollars or crypto?

Patrick Collison

I know I'm here with a well-known crypto booster, Casey Newton, but I think they will use amounts denominated in the local currency. I think in the U.S., things will be in dollars, and euros in Ireland, and so forth. I think there's kind of an irony where, with the invention of crypto, the initial conception of Bitcoin was, “We're going to throw off the shackles of the monetary tyranny and oppression that we're subjected to and liberate ourselves with this new currency.”

You look at Bitcoin, which has obviously garnered a lot of traction, but a majority of cryptocurrency transactions today are in stablecoins, which are dollar-denominated. I think it might be the case with stablecoins that what actually happens is, rather than overthrowing the dollar, it enables people outside the U.S. to access the dollar in ways they couldn't previously.

Speaker 2

Yeah.

Patrick Collison

I think this is the biggest thing that's actually underappreciated by people here in America. For outsiders, lots of currencies are not great things to hold savings in, or not great things to transact in. I don't want to name names and single any poor currency out, but there are many currencies where, when you go to give them to your counterparty, they look at you funny and ask you, “What is that?”

Speaker 2

Kohl's Cash comes to mind.

Patrick Collison

Yeah. And there are a lot of currencies that have lost 75% of their value in the last 5 years. Providing the ability for people outside the U.S. to hold dollars could, I think, be a big deal. So anyway, I think there's kind of an irony in crypto where one of the most important and consequential things it may end up enabling is the dollar's greater success.

4. Biology Gets A Virtual Cell

Speaker 2

You are a co-founder of the Arc Institute. You mentioned it a moment ago. You also mentioned the persistent problem of the common cold. Do you think there is something that can be done about the common cold, and are you going to work on it?

Patrick Collison

We have a big announcement tonight. No. That mist on the way in was actually a vaccine.

Humanity has never cured a complex disease. This was only a penny that dropped for me a couple of years ago. There are some diseases—infectious diseases: the cold, COVID, what have you. Then we have monogenic diseases, Huntington's, things that are the product of some specific genetic abnormality.

But then you have all these diseases that are some combination of the environment, whatever you do with your life, and the genetic risk factors you might have. So this is most cancers, most cardiovascular disease, most neurodegenerative disease, most autoimmune disease, and so forth. Anyway, we've never cured one of these, and it's too complicated because figuring out the genes, the environment, the durations that elapse, and so forth is just... it's kind of intractable.

So we set up Arc Institute to try to—I mean, time will tell whether we're actually able to make any progress here. The idea was, “Hey, can we try a different strategy for going after these complex diseases?” One of the things that has been a real boost for us over the last 2 years is actually AI.

The LLMs, as we interact with them, are obviously wonderful and enable all sorts of productivity enhancements and so forth. But there's another language: DNA, the language of life. Hitherto, we haven't really figured it out. It's billions of base pairs, and we can't at a human level understand what's going on there. It's kind of beyond what any individual can comprehend.

What we've seen with some early work—I mean, we published our first virtual cell model yesterday, actually, by coincidence—

Speaker 2

Yeah, tell us about that. What is a virtual cell?

Patrick Collison

Why haven't we cured cancer, or any complex disease? On some level, the problem is that experiments in biology are slow and expensive. You're dealing with actual physical cells, and you have to wait for them to grow. So if you have some hypothesis or some idea, you do things to the cells, and then you wait 3 months, you wait 6 months.

You have to purchase the reagents—the ingredients. They’re expensive. The supply chains span multiple countries, so it’s laborious. In software and engineering, you have an idea, write a quick command at the command line, and 10 milliseconds later, you have your response. In biology, that loop takes months to elapse.

So the idea behind a virtual cell—and this is not Arc’s idea; others have had this idea—is that if you actually had a useful, accurate way to perform computational experiments, where you try the thing that, in accordance with your hypothesis, you would try in silico, as the biologists say, because they always like to make things complicated and fancy, then, if you just computationally do your thing and that was actually accurate, it would be an enormous accelerant to biology. So anyway, that’s the idea.

We haven’t had that until recently. I mean, is this too much biology? Should I stop?

Speaker 2

No, we like it.

Patrick Collison

Okay. All right.

Speaker 2

You guys like biology? Woo!

Patrick Collison

One more thing, then I’ll stop. In the last couple of years, we’ve got technologies in 3 different domains that are really important.

A computer is composed of the ability to read, to think, to compute, whatever, and then to write. Those are the core 3 operations. In biology, in the last couple of years, we’ve got the ability to sequence individual cells, figure out what’s going on in just 1 cell, which is a big deal. We’ve gotten deep neural networks and transformers and all that stuff, so we can think over data of very significant complexity. And then we’ve had huge advances in functional genomics and CRISPR and the ability to make individual edits to individual cells.

Those are all big breakthroughs in their own right, but when you put them together, there’s this shimmering potential promise that maybe you could, for the first time, enable accurate computational predictions very quickly and very cheaply. And again, if that worked, it’d be huge in biology.

Speaker 2

Mm. Drink well.

Patrick Collison

Yeah.

Speaker 2

Drink well.

Patrick Collison

No, no, no.

Speaker 2

Yeah.

Patrick Collison

You guys don’t type if it works, but—

5. Reading Beyond AI Summaries

Speaker 2

You are a voracious reader. What is your case for reading the whole book instead of an AI summary? Or is that not a case you would make?

Patrick Collison

Gosh. I think reading the AI summary can be useful. I think it can have a powerfully inoculating effect.

I think TV is a waste. Long-form TV—lots of episodes—is a waste of time. But it’s very tempting, right? You watch an episode and you’re like, “Oh, geez, I really want to know what happens here.”

So I discovered a couple of years ago that the solution is you immediately go to Wikipedia and read the entire summary of the season. And then you’re cured of the desire to watch any more episodes. There is a therapeutic benefit to AI summaries.

Speaker 2

That is the most San Francisco thing I’ve ever heard.

Patrick Collison

But—

Speaker 2

I love it.

Speaker 1

Yeah.

Patrick Collison

But one does not derive any deep pleasure or betterment from it, so I’ve never written an AI book summary.

Speaker 2

Yeah. All right. Patrick, can we do some lightning-round questions?

Patrick Collison

Okay.

Speaker 2

When do I get to ask for the Stripe feedback?

I am a Stripe customer. Actually, very quickly, you’re doing automated disputes now. Very excited to try this.

Patrick Collison

Yes.

Speaker 2

Yeah.

Patrick Collison

Okay, good.

Speaker 2

Yeah. Yeah.

Patrick Collison

And everything else is working well?

Speaker 2

Everything’s otherwise working great.

Patrick Collison

Okay, great.

Speaker 2

Yeah, yeah.

Speaker 1

All right, lightning-round questions. What age will the median child born in 2025 in the U.S. live to be?

Patrick Collison

So, 25 today?

Speaker 2

Yeah. Mm-hmm.

Patrick Collison

Yeah. 95.

Speaker 2

Oh, great. What is 1 thing you wish an AI agent could do for you reliably that it can’t quite yet?

Patrick Collison

Reason over the scientific literature.

Speaker 2

Mm. Mm.

Patrick Collison

It gets tripped up on the paywalls.

Speaker 2

Well, we know how—

Patrick Collison

And I think, why hasn’t anyone who’s faced that done anything about it?

Speaker 2

Yeah. We love paywalls in this house.

Patrick Collison

But imagine if you had critters paying at them on behalf of unsuspecting people.

Speaker 2

Yeah, I love that.

Speaker 1

That sounds beautiful.

Speaker 2

That’s a business model for the media.

Speaker 1

Yeah.

Speaker 2

I’m excited to present the critter strategy at the next meeting. What trait do you hire for that most companies undervalue?

Patrick Collison

For Stripe, we really care about long-term thinking. Infrastructure can’t happen overnight. We’ve been working on it for 15 years, and we still feel like we’re just starting. Our products don’t have TikTok trajectories, and the super successful ones still take a decade to fully play out.

I like the analogy that those kinds of technology companies are building cars and roads. We need cars, and cars are super cool and beautiful and all the things, but someone’s got to build the roads. Stripe looks for the kind of people who are predisposed to working on roads.

Speaker 2

Is there a book you read recently that made you say, “Everyone I know needs to read this”? Or even not that recently.

Patrick Collison

I’ll give you 2. The Dream Machine—hands up here, who feels like they really have a good understanding of the history of the internet?

Speaker 2

Shame on you.

Patrick Collison

Well, it’s funny. Alan Kay once commented that computer science is a pop culture. He thought that we were recapitulating the same ideas in blissful ignorance of our history. And I think there’s something funny where we as technologists aren’t as into and fascinated by our own history as people are in other domains.

The Dream Machine is the best history of the internet and the thinking around it, and the motivations around it. It’s also published by Stripe Press.

Then, 1 I read reasonably recently that kind of blew my mind was The Demon Under the Microscope.

Speaker 2

Ooh.

Patrick Collison

You all know that penicillin was the first antibiotic. Except it wasn’t. There was 1 before it, and it changed the world. The story behind its invention is very interesting. So those are my 2.

Speaker 2

Very cool.

Speaker 1

Great. Patrick Collison, thank you so much for joining us.

Speaker 2

Thanks, Pat. Thank you so much.

Patrick Collison

Thank you.

Speaker 2

Thank you.

Speaker 1

Thank you.

When we come back, even more of Hard Fork Live.

6. Exoskeletons Hit The Stage

Well, Casey, we’re wearing what I would call robot pants.

Speaker 2

Yeah, I think that’s fair.

Speaker 1

Why are we wearing these robot pants?

Speaker 2

We are wearing these robot pants because they give us a great excuse to talk to Kathryn Zealand.

Speaker 1

Yeah, so Kathryn Zealand is the founder and CEO of Skip. They’re the company that makes these pants. The company spun out of X, the Google experimental research division—not the social media network owned by Elon Musk—in 2023. And since then, she’s been working on this exoskeleton movewear, like these pants, which have been called e-bikes for walking. Let’s bring on Kathryn Zealand from Skip.

Speaker 2

Kathryn. Thank you, Kathryn.

Kathryn Zealand

Of course. Thank you. Good to see you.

Speaker 2

Ah. All right.

Speaker 1

You guys didn’t see, but backstage we just did the best quick change in theater history.

Speaker 2

I just took my pants off in front of Patrick Collison. So, Kathryn, in a few words, tell us who your products are for and what problem you’re hoping to solve.

Kathryn Zealand

I’m sure I’m not the only one here who’s got a loved one who’s struggled with movement, or maybe you’ve got knee pain or had an injury. At Skip, what we want to do long-term is help anyone achieve whatever they want to do, regardless of any kind of mobility impairment.

This is our first product. This is the MO/GO. And this is actually aimed at people who want to go hiking.

But often, they may be struggling a little either with knee pain or with a kind of reduced mobility. An e-bike is a really great analogy. It particularly helps with the inclines—steep hills and stairs, things like that. But then eventually it will help, hopefully, everyone.

Speaker 2

So tell us: What is in these pants? Folks who may be sitting a little farther back may not be able to see, but in addition to these pants, which I believe you partnered with Arc'teryx to make—

Kathryn Zealand

Yeah.

Speaker 2

There’s also some pretty heavy machinery on here. So what does this stuff do?

Kathryn Zealand

Yeah. So the real magic is these lightweight motors. Here’s one I prepared earlier. Really, it’s only in the last decade or so that robotics has gotten efficient enough, affordable enough and light enough that you can have something this small that can do up to maybe 40% of a healthy person’s muscle forces. There’s a motor providing physical oomph, and built into the pants—those near the front can maybe see this—is a little cuff situation to help transfer that force to the body.

Speaker 2

And I know that one of the things these pants can do is help you stand up, which you were explaining to me is so helpful for folks who are older and need some help with that. And I thought, “I need that help now.” So I think your market may actually be larger than you first suspected.

Kathryn Zealand

Yeah. I’m actually having a similar problem, because I don’t know if you noticed, but I’m quite pregnant.

Speaker 1

I wasn’t going to say anything.

Speaker 2

Thank you. It’s 8 months. Kathryn joined us at 8 months pregnant, so please do give her a round of applause.

Kathryn Zealand

All of a sudden, I also need help walking upstairs and standing up out of chairs.

Speaker 1

Now, do you envision a world where lots of people are wearing exoskeleton-type movewear, or do you think this will primarily be for people who have mobility issues?

Kathryn Zealand

I think a bit of both. If you’re truly able-bodied, a product like this is probably just not worth your time necessarily. But there’s a huge range of people who might be recovering from an injury. They might be pregnant. They might have joint pain. They might have had surgery. I think probably most people at some point in their life will use one of these products.

We also do R&D in things like Parkinson’s disease and people who have more severe issues as well. But for sure, it’s much broader than the first set of products that you’re seeing coming on now.

Speaker 2

As this technology develops and you’re able to shrink it down, do you see a world where more able-bodied people might just choose to wear it because they like feeling a little bionic when they walk around town?

Kathryn Zealand

I was going to say, are you trying to dunk a basketball? Is that what you’re getting at?

Speaker 2

I’ve been trying since 1992.

Kathryn Zealand

For sure. But I would say, if you just want to make your exercise harder—because this is something that some people ask, they’re like, “Oh, can I get resistance mode?”—you could also try ankle weights. I think they’re going to make a comeback.

Speaker 2

That’s good.

Speaker 1

Now, exoskeletons are a staple of science fiction. I remember watching movies as a kid that had exoskeletons, and lots of other stuff in those movies has become commonplace, but not exoskeletons or this kind of hardware. So why is this taking longer than other types of futuristic technology?

Kathryn Zealand

I think there are 2 reasons. One is that hardware is hard, and people are really sensitive to what’s on their body, right? You’re wearing an early version of the prototype, and it’s probably not super comfortable. The fit’s not always perfect. You might tolerate an uglier and imperfect robot if it’s just in a factory, but when you’ve got to wear something, it’s important that it’s comfortable, that it fits really well and that it looks good. So the bar is really high for anything that’s worn.

I think the second reason is actually around AI. Historically, exoskeletons and all robotics have done very repetitive tasks, right? In a warehouse, doing lifting was one of the first places you saw exoskeletons actually become used because it’s the same task again and again. But when you think about maybe an older adult who wants to move about their community, they’re doing lots of different movements, and they’re moving in weird ways.

I’m a fidgeter. In one of our early prototypes, I was sitting at a very important meeting with my boss, and I was tapping my foot because I was a bit nervous. All of a sudden, it thought I was trying to stand up. It turned on and threw my leg up. The whole table went, “Oh,” and everyone’s water spilled, and there was chaos.

Speaker 1

That was actually the plot of M3GAN 2.0.

Speaker 2

Yeah.

Speaker 1

That happened there.

Speaker 2

Okay. Well, we’ve talked a bit about this product. Anything else we should know about it before we see what it can do?

Kathryn Zealand

You signed the disclaimer backstage, right?

Speaker 2

No. We’re just going to wing it.

Kathryn Zealand

Excellent.

Speaker 2

So let’s stand up.

Kathryn Zealand

Start by turning it on, even while you’re sitting if you want.

Speaker 2

Yeah.

Kathryn Zealand

There’s a little button at the back here. Press and release, and the LEDs should change color.

Speaker 2

Mine is already blue. Does that mean it’s on?

Kathryn Zealand

Yeah.

Speaker 2

Now you’re on. Oh, hello.

Kathryn Zealand

And now you can try standing up and sitting back down. That’s a very common movement.

Speaker 2

Okay. Yeah, this is giving mecha.

Kathryn Zealand

You can do some squats.

Speaker 2

It actually is helping me stand up and squat. No, this is great. I feel like, you know, when you have a spotter at the gym?

Kathryn Zealand

Mm-hmm.

Speaker 2

You wouldn’t know. It’s like that feeling when you’re just getting a little boost.

Kathryn Zealand

Yeah.

Speaker 2

Yeah.

Kathryn Zealand

Exactly. But the problem is, you both strike me as quite fit, healthy people.

Speaker 2

Oh, thank you. We’re always hearing that.

Kathryn Zealand

Exactly. So we were trying to think of a way that we could make this a little bit more challenging for you, so you really can appreciate the technology. Have you noticed that there’s a StairMaster behind you?

Speaker 2

The StairMaster! You know, I did. Can I try?

Kathryn Zealand

Yeah.

Speaker 2

With my—okay, please clap. Yeah. Wow. We’re really doing it. Okay, let’s put the stairs on.

Kathryn Zealand

About a level 3 or 4, maybe.

Speaker 2

I’m a 5. I like to live on the edge.

Kathryn Zealand

Great.

Speaker 2

Okay.

Kathryn Zealand

Great.

Speaker 2

Okay, it’s good. I feel like what I’m doing is not climbing stairs. It’s like climbing stairs adjacent. It’s sort of like the physical equivalent of vibe coding. I’m vibe walking.

Kathryn Zealand

Right.

Speaker 2

Okay.

Kathryn Zealand

One problem we have is that your brain is amazingly good at getting used to a new feeling, and so sometimes people aren’t even sure how much it’s helping. If you want, we could turn it off, and then you might see the difference.

Speaker 2

Oh, you’re going to remotely disable it? Yeah, please do. Oh, God.

Kathryn Zealand

I’m saying we can if you want.

Speaker 2

No, do it. Do it. I want to experience this on my own two feet.

Kathryn Zealand

All right. We’re going to turn you off in 3, 2, 1.

Speaker 2

Off. Oh, yeah, that’s much harder. I don’t like that. Can you turn it back on?

Kathryn Zealand

You want it back on?

Speaker 2

Yes. This is how you get your customers. They can’t go back.

Kathryn Zealand

But this is genuinely how we often get customers.

Speaker 2

I’ve heard of the hedonic treadmill, but this is ridiculous.

Kathryn Zealand

Okay, you’re back on now.

Speaker 2

Okay.

Kathryn Zealand

So is that a bit easier?

Speaker 2

That’s good. Thank you. I think that was all right. I don’t know that it could’ve been done better. Oh, would you like to try? I would. Would it be okay if I tried?

Speaker 6

Woo.

Speaker 2

Hey, it’s Casey just cutting in from the studio here, and you’re not going to hear it in the podcast, but I do want to tell you what happened immediately after this, which is that I challenged Kevin to see if I could do better on the StairMaster wearing the robot pants, and I did while accompanied to the song “Work, Bitch” by Britney Spears. For copyright reasons, we’re not going to include that in the show, but you can just kind of hum it to yourself or maybe play it on Spotify later today. I think when I kicked my legs up, the StairMaster stopped because it was afraid for me.

Kathryn Zealand

It’s always a good sign when the worst part of our demo that goes wrong is the StairMaster. So that’s a win.

Speaker 2

Absolutely. That was incredible.

Now, Kathryn, tell people where they can find out more about these pants if they’re interested.

Kathryn Zealand

Yeah. So we’re Skip, so skipwithjoy.com. I presume that’ll be in the show notes. And you can pre-order them now. We’ll be shipping next year. And we also do, like, rentals and experiences, especially for folks who really want to achieve a dream hike, but they’re not able to at the moment. We’re trying to help them do that and get feedback.

Speaker 2

And how much for the pants?

Kathryn Zealand

A bit like an e-bike, so $5,000-ish.

Speaker 2

Okay. And what would it take to bring that price down a little?

Kathryn Zealand

It would either take a discount code if you know me—which I feel like we’re all now friends—or improved international supply chains, which is a different conversation.

Speaker 2

All right. Well, Kathryn, thank you so much for joining us. We really had a great time.

Kathryn Zealand

Yeah, of course.

Speaker 2

Thank you. This was so fun.

Kathryn Zealand

Thank you.

Speaker 2

Thank you. Thank you. Well, Kevin, as we say at the end of so many podcast segments, it’s time to get out of these pants. Casey, what’s next? I know what you’re thinking, which is: Can the show possibly go on longer? And yes, it can.

7. The Audience Takes Over

Because here’s the thing—and this, I mean from the bottom of my heart—the very best thing about this show is hearing from you all. Look, when 2 men decide they love the sound of their own voices enough to start a podcast, you never know if you’re going to hear anything back. But you guys email us each and every week, and we just wanted to talk to you directly.

So here’s what’s going to happen. We have some people with roving microphones. They’re going to be scurrying around, and if you want to ask us something, you can ask us now. We’re going to let it go on for a little bit, so let’s get the energy up. Ask fun questions. If you have more of a comment, maybe save that for an Apple review.

But we’re excited to hear what’s on your mind. And can I say, those of you who are wearing your Hard Fork hats, you look so beautiful. So good. What a memory you’re creating for me.

Okay, great. Now, does anyone have a question for the Hard Fork program? We have 1 right here, sort of in the middle. Vamp a little while she’s going up the stairs, Kevin. Nope. All right, we’re good.

Speaker 4

Okay, this is a very hard question.

Speaker 2

Yeah.

Speaker 4

Last week, you introduced the nickname Chapatiti.

Speaker 2

Chapatiti, yes.

Speaker 4

Which I have been using frequently. And I would like to know what nickname you would use for each of the popular models.

Speaker 2

Oh. Let’s see.

Speaker 1

I’m going to let you handle that one, Mr. Improv.

Speaker 2

Well, of course, I feel like Geminini is kind of right there. Bing-a-ling-a-ling.

Speaker 1

Sometimes I do say Clauud, just—

Speaker 2

Clauud.

Speaker 1

—because I think it’s like—

Speaker 2

Make it 2 syllables.

Speaker 1

Yeah.

Speaker 2

Thank you for asking that.

Speaker 1

Yeah.

Speaker 2

I’m serious. That was the right energy. Okay, what else would you like to know? Let’s see, I see 1 back here.

Speaker 1

Oh.

Speaker 2

Oh. Oh, I see 1 right here.

Speaker 1

Who’s pointing here?

Speaker 2

You know what? You point this one.

Speaker 1

Okay, let’s go right there.

Speaker 7

Hi. I love listening to you guys, so thank you. It’s a highlight of my week. I feel like you have a better, or a broader, view of what’s happening in the industry than maybe a lot of us do, so I might bring the vibe down a little bit. What are you the most concerned about when you look at these evolving technologies and how they’ll impact our lives?

Speaker 1

I think I’m most worried about the pace of change. I used to feel like, when I left San Francisco, I was going back in time about 18 months to anywhere else in the world, just in terms of the stuff we have here. You know, the cars drive themselves, blah, blah, blah.

Now, I feel like that gap is opening up, and I’m really worried that society as a whole is just not prepared, either in terms of safety nets for people who may lose their jobs as a result of AI or other technologies, or just in terms of how much energy it takes to absorb this much change all at once. I’m not sure people fully grasp what’s happening.

And we’ve been around the block. I know that even the best-intentioned technological projects have unintended consequences. So we saw this happen with social media. All these companies said, “We’re going to save the world and connect the world, and everything’s going to be great,” and we’ve seen what’s happened with that.

So I hope that the folks in Silicon Valley, including some of the folks we’ve had on the stage tonight, are really thinking through some of the unintended consequences beforehand.

Speaker 2

Yeah. To the extent that anything that happened over the past decade made you concerned about the ability of lawmakers to regulate technology, we’re now heading into an era where I do believe the technology is going to be even more powerful than Facebook, Instagram, and Snapchat.

We still have not answered a lot of basic questions about, for example, how children use this product safely, when they should start using it, and when they should stop using it. We ran out of time. I really want to talk to Sam and Brad about the fact that the same week that they’re signing a military contract, the same week that The New York Times is publishing a story about people experiencing these extreme mental health challenges with ChatGPT, they’re signing a deal with Mattel and saying, “We’re going to put it into toys.”

Now, I talked to OpenAI about that, and they said, “Well, we’re going to build toys for families first and kids 13 and up,” but there are just a lot of unanswered questions here. If I learned anything from the past 10 years, it’s that you unfortunately cannot count on lawmakers to do any meaningful pushback.

Honestly, 1 of the reasons why we make this show is because we like talking to you about problems that no 1 actually has a plan for. So we’ll keep doing that.

Speaker 1

You call on the next 1.

Speaker 2

Great question. I will call this person right here, sort of in the dead center. This will be challenging to get the microphone.

Speaker 1

Just toss the mic.

Speaker 2

No. This’ll be fun. Everybody can—how does the microphone get to this person? Okay. We’re going to pass it down, and that’s community. Beautiful.

Speaker 8

Hi. I’m Hendrick. I love this show. I listen to it every week with my family. I’m a 13-year-old student, and I’ve always felt that I don’t see much AI in my classrooms or in my friends’ classrooms.

I was curious to get your guys’ opinion on how much AI you think we should have in the classroom and how we should integrate it, because I can see it from the teacher’s perspective: it’s plagiarism. There needs to be a balancing act. But from my perspective and from how I’ve used it, I feel like it’s actually really useful. So I’m just curious to get your view. Thanks.

Speaker 1

Yeah, it’s a great question. I think this is really crucial. A lot of schools reacted to ChatGPT and other AI chatbots by just trying to stamp them out—banning them, detecting them. I think that was a mistake, and many of them have now come around to trying to say, “How do we teach with this technology and about this technology?”

I think AI literacy is a really important thing for schools to be teaching, because these are tools that people are going to be using in their jobs when they graduate and go out into the economy, if there still are jobs. I think it’s really naive to think that you’re just going to take it out of the classroom.

I do think that teachers and schools need to revamp the way that they teach to assume that people are going to have access to this stuff, and maybe use class time more for discussion and face-to-face interaction, and maybe assign homework differently. But I don’t think this stuff is going away, and I think the enlightened schools are the ones that are planning around its existence for the future.

Speaker 2

Yeah. Thank you for the question. Thank you for listening. If I were 13 in this moment, the main thing that I would want to make sure I took away from school was the ability to think critically.

The challenge is, when I was in high school, I didn’t know how good was good enough at critical thinking. I do believe that the more you use AI as a substitute for reading and writing, your critical thinking skills are not going to develop to where they otherwise might. So I think that’s a good reason to make sure that you are actually writing the essays that are assigned to you and reading 1 out of every 3 books that’s assigned to you.

And I’ll say that while so much focus is on the school stuff right now, I think very soon the conversation is going to shift to AIs as companions. I have to say, I am so much more worried about folks your age who feel like ChatGPT is a better friend to them than anyone they know in their real life. That is such a dark path, and nothing is preventing us from walking down that path right now.

So, real friends over AI friends is what I would say to that.

Okay, great questions. You call the next one.

Speaker 1

Let's go up here, the balcony. Do we have a mic up there? No. I picked the hardest possible spot. Okay. Oh, wow, you need the robot pants.

Speaker 9

Thank you very much, Kevin and Casey. Love the show. You guys are awesome. Of any of the stories that you've had in the last 18 months, I think about this a lot: which one would make the best Black Mirror episode?

Speaker 2

The best Black Mirror episode to me is just: you're trapped inside Italian brain rot. You have an objective to accomplish, but you have to get Crocodilini Bambolini on board. Yeah, that comes to mind for me.

Speaker 1

Yeah.

Speaker 2

How about you?

Speaker 1

I think the AI friend stuff was—I liked it when you had the conversation with Turing, my AI friend. He couldn't be here tonight, by the way, but he sends his regrets. It was a configuration error.

Speaker 2

Tragic.

Speaker 1

So, yeah, that would be mine. Let's do a couple more. Casey, your call.

Speaker 2

Oh, how about right here? We didn't realize how big this venue was until we started asking people to run around with microphones.

Speaker 1

Like a T-shirt cannon—

Speaker 2

Yeah.

Speaker 1

—for microphones.

Speaker 10

Hi.

Speaker 1

Hi.

Speaker 10

So you've had at least 2 different speakers tonight say that hardware is hard, and you showed us a partial, expensive exoskeleton. That's promising, but I really want the AI to get into a robot, a personal assistant, so that it can load my dishwasher, it can do the laundry, it'll fold the clothes, and it'll put them in the right drawer. Have you talked to anyone who has a realistic timeline and roadmap for this?

Speaker 2

It's funny. One thing we knew about this show was that there was going to be a damn robot on stage, okay? And so we're thrilled with Kathryn Zealand bringing her rig. But there are a number of other companies in San Francisco who are working on stuff like this. One of them is called Physical Intelligence. They've raised billions of dollars over the past several years, and the reason is that you can actually take a large language model, similar to ChatGPT, put it inside a robot, and it's much more useful than it was before.

So that's kind of the reason that people think we're about to see this step change in function. But to your point, hardware is hard. I would say that in 2028, you'll probably still be folding your own laundry. But I could be wrong. I could be wrong.

Speaker 1

All right. Let's go right here.

Speaker 11

Less of a light question, but twice you mentioned that OpenAI has these new defense contracts, which to me is very concerning, especially when Homeland Security is grabbing people off the street. So I'm curious if you know more of the details of that, and then just what your guys' take is.

Speaker 2

The way that these contracts tend to start is: there should be an AI assistant inside the Pentagon, and you could ask it, “What missile do I put on this jet?” That's real. That's sort of what they are. That's the foot in the door.

But to your point, yes, this goes to so many dark places so quickly. Facial-recognition technology is already basically perfect. You combine that with AI systems, and things get dark in a hurry. So I don't know what to tell you other than, yes, I'm super worried about it.

And I actually think that a role of journalism in this moment is just to point out what tech companies are doing with the military and writing about what I imagine are inevitably going to be some dark things.

Speaker 1

Yeah, I don't love it either. I have some real qualms about it, and it's interesting: some of the people who were building this technology from the beginning were so concerned about the use of this technology for military applications that they actually started requiring clauses in their contracts and acquisition deals. DeepMind had a sort of famous clause in its Google acquisition deal that they couldn't use their technology for the military.

Now, they've since adapted that. But I think the tension here is that there's so much money to be made. The Defense Department has a huge budget. They're willing to spend lots of money to sort of catch up in AI. And, yeah, it really—I don't love it, and I'm glad that there are people inside these companies who are sort of resisting that pull.

Speaker 2

All right, I see somebody right here.

Speaker 12

Thank you so much. A longtime listener, and I just have to say, I hope you guys do this again here in San Francisco.

Speaker 2

Should we do it again?

Speaker 12

Yeah. And I definitely feel like I'm listening to you right in my headphones. So whatever you're doing on stage is definitely translating well.

Speaker 1

But you can't pause, and you can't—

Speaker 12

No, I can't.

Speaker 1

—make us faster, which is great.

Speaker 12

I was really hoping Sam Altman would be here tonight. I'm so glad you guys got him. One of the questions I have for you guys, and maybe in your vast experience of covering AI and everything that's come about, one of the important things to me is regulation. Is that going to be someone you feel comes forward from industry who kind of makes a bundle and then sort of sees the greater good, and then really sort of goes from poacher to gamekeeper?

I mean, that's going to be a real quantum leap, to my mind, to get Congress and people really educated into how things need to move forward for our safety. And whether it's the military or kids or anything else, it impacts so many different people in so many different ways.

I just thought, do you guys have someone in your mind who would be top of mind that you would nominate for that role today? Or do you see someone like Sam doing that in 10 years, 20 years?

Speaker 2

I think we cannot look to the industry to lead this, right? I mean, Kevin, you asked about this during the chat, but where a lot of these folks start is, “Oh, no, the people building AI aren't safe enough. I'm going to do my own thing, and I'm going to do it differently and safer, and we're going to pass a lot of regulations,” and then they get really successful, and they're like, “I'm going to amend my comments about what I said,” right?

And so I think we just cannot sort of trust them to do that. There are a number of nonprofits who work in this space, like the Future of Life Institute, that have really mobilized around this potential 10-year moratorium that we're seeing. But I will just say: 10 years to have no regulation at the state level is an extremely long time.

If you believe anybody who's come on our show, in 10 years that will be sort of the end of the ballgame. Very powerful intelligence is here. So what I hope is that as people learn more about this stuff, they push more, and I think we're going to need to see some sort of bottom-up public participation here because it's not going to come from the industry.

Speaker 1

All right, next. Yes.

Speaker 13

Love the show. It's been said over and over. And several people you've interviewed on this show are technology leaders, and there's a lot of techno-optimism. I think a lot of it is well warranted. But one area where I'm not buying it is the idea that everybody will reap the benefits of the wealth and the monetary benefits of this.

I understand how the people who create the AI reap the benefits of the wealth, but I have never heard anyone talk about how that trickles down or gets redistributed, and I'm wondering what you've heard. If you've heard anything else.

Speaker 1

This is such a good question. This drives me insane. When people just come on the show and they say, “This is all going to trickle down. We're all going to have radical abundance.” And it's like, that is a deliberate policy choice that many people do not want to make. That does not happen automatically.

So I think if I were running these companies—which, thank God, I'm not—but you actually do have to be out there advocating for the kind of world that you want to see. It's not just enough to build the technology. It drives me insane. I'm just going to get this off my chest. I'm popping off tonight.

Speaker 2

Preach it.

Speaker 1

People are always comparing this to the Industrial Revolution. During the Industrial Revolution, there was a 50-year period called Engel's pause, where productivity and profits went up but wages did not. So workers literally for 50 years did not see the benefits of the Industrial Revolution.

What worries me when people say, “This is just going to be like the Industrial Revolution,” is that they have not actually read their history. It sucked for a lot of people for a long time, and I want them to know that.

Speaker 2

Yeah. Well said. All right. I haven't really called on anyone over here. I see a person at the farthest extreme of the theater, and I would like to—

Speaker 1

We just want to make sure our mic runners are getting their steps in.

Speaker 2

Yeah, the steps are in.

Speaker 1

It’s very important.

Speaker 2

The steps are in.

Speaker 1

Vamp, Casey.

Speaker 2

Oh, we’re right there. Okay, great. Right here. Yeah, over here.

Speaker 14

Thank you so much. Love the show. I’ll say it again. Longtime listener. So, Casey, in particular, I think you had mentioned a couple of weeks ago that you had a really clear picture of your definition of AGI.

Speaker 2

Yeah.

Speaker 14

And I wanted to hear more about that. And Kevin, I’m interested in yours as well, but Casey, it seemed like you had a picture of it, so I want to hear it.

Speaker 2

Yeah, and I want to say that I’m not necessarily advocating for this as a perfect outcome, and I’m not rooting for this to happen as quickly as possible. But I work with an assistant who is amazing. She helps me schedule things. She helps me sell advertising. She helps me help you with customer service if you’re a platform or subscriber and you need to change your email address.

So when people say AGI to me, I think, “Oh, it will do that.” Do you know what I mean? And I think everyone in this room has their version of that. There is a subset of things that you do that are mostly routine, that feel a little bit like drudgery to you, that are not the sort of creative part of your job that’s exercising all of your human muscles. And if 0789 can just kind of do that layer of things, that would be AGI to me.

Now, I love my assistant. I want to keep working with her. So one question would be, well, is there some new set of tasks that she could work on? That’s to be explored. But when everybody is like, “AGI, it’s just a marketing concept, it’s so fuzzy,” it’s like, no, it would just do what my assistant did. Does that sound crazy?

Speaker 1

A little bit.

Speaker 2

Okay.

Speaker 1

You did talk about having an assistant a lot. Let’s do one more. Let’s do one more, and let’s do it right up there. Yes.

Speaker 15

Okay, I got it. So, gentlemen, last week, standing in my kitchen, chopping vegetables, listening to you earnestly try to give PR advice to Mechanize, I almost cut my finger off because I was laughing so hard.

Speaker 1

Lose a lot of fingers that way.

Speaker 2

So—

Speaker 15

So I want to give you the opportunity to give PR advice to 4 or 5 other companies that you think might need it right now.

Speaker 2

Give PR advice?

Speaker 15

Yeah.

Speaker 2

Let’s see. Who needs it right now? Meta could use some PR advice, and here’s why. They think that when you go around saying, “We’re offering people $100 million,” people are going to be like, “Wow, that’s so cool,” when what it really means is, “You would have to pay me $100 million to work at Meta.” All right. I think that’s everyone. From the bottom of our hearts, thank you. Thank you! That was Hard Fork Live. Thank you. Thank you. Thank you, everybody. You’re the best. We did it. Hard Fork is produced by Rachel Cohn and Whitney Jones. We’re edited by Jen Poyan. We’re fact-checked by Caitlin Love. Today’s show was engineered by Chris Wood. Original music by Mariel Lozano and Dan Powell. Video production by Sawyer Roquet, Pat Gunther, and Chris Schott. You can watch this whole episode on YouTube, and you should, at youtube.com/hardfork. Special thanks to The New York Times Live Event Team, Hillary Kuehn, Beth Weinstein, Caitlin Roper, Kate Carrington, Chantal Renier, Melissa Tripoli, Natalie Green, Angela Austin, Kirsten Birmingham, Marissa Farinia, Jennifer Feeney, and Morgan Singer. Thanks to everybody at SFJAZZ, and thanks to The Brass Animals, our live band. Also special thanks to Matt Collette, Paula Schumann, Pui Wing Tam, Dalia Haddad, and Jeffrey Miranda. You can email us at hardfork@nytimes.com, but you should know that we’re on vacation right now.