Friedberg predicts a wave of AI-native operators acquiring stale digital businesses that haven't realized AI opportunities yet.
“And when you take a look at those businesses as a modern day AI operator, you're like, what the hell?”
Friedberg predicts AI-native operators will target first-generation digital businesses that have become stale and haven't realized AI opportunities.
“And when you take a look at those businesses as a modern day AI operator, you're like, what the hell? This thing is so underutilized.”
Friedberg describes how researchers used AlphaFold to design an anti-aging protein, then created thousands of variants to optimize it.
“And they made hundreds and then thousands of variants of it to measure activity, which is how good is it at breaking down the CML.”
Friedberg describes breakthrough combining AlphaFold and directed evolution to create novel protein not existing in nature for age reversal.
“groundbreaking demonstration of combination of alpha fold, what's called directed evolution, where you change the order of the DNA that changes the structure of the protein to test different proteins, do high throughput screening, and ultimately make a novel protein that doesn't exist in nature today”
Friedberg reports AI has increased fusion plasma stability from seventeen seconds to thirty minutes in three years.
“AI seems to be solving that problem because they're now using AI to train the control of the magnetic fields in a way that's working.”
Friedberg argues no late-stage empire has ever gained a technology like AI before.
“There's never been an empire that's been in the late stage that suddenly got a technology like AI.”
Friedberg argues AI enabling humans to reach their potential is a fundamental right in education.
“Practically no one is reaching their potential. Yeah. What AI does is it allows humans to reach their true potential Yeah. As a human.”
Friedberg argues AI enables humans to reach their potential, a fundamental right in educational systems.
“What AI does is it allows humans to reach their true potential Yeah. As a human.”
Friedberg notes Elon needs a terawatt of compute, equivalent to total US electricity production capacity.
“Elon this week is saying, hey, need a terawatt of compute. Terawatt is roughly the power production or the electricity production capacity of the entire United States.”
Friedberg warns China is adding five Americas worth of electricity capacity, creating huge advantage in AI era.
“So in the next fifteen years, China is adding five Americas. Yes. In electricity production capacity.”
Friedberg reports every DC conversation at Hill and Valley forum was about AI energy demand nobody realizes.
“We just got back from DC. There is this hill and valley forum this week. Every single speech, every single talk, every conversation in the hallways was all about the energy demand coming from AI.”
Friedberg explains LLMs are text predictors using internet data to generate word-by-word predictions, not true AI.
“They were able to suck up all the text on the internet and use that text to make a prediction on what the answer should be when someone asks a question word by word.”
Friedberg describes genome language models that can predict plant phenotypes from specific trait requirements like 90-day corn.
“I can now build models that some people are calling genome language models or, you know, whatever you wanna call them that can be predictive of a phenotype.”