I hosted a live with Packy McCormick earlier today and we had a blast—covering a wide range of topics, including:
1. A sense-check on crypto and Web3:
* Transition from idealistic vision to mainstream financial instrument.
* Importance of regulation and guardrails.
* Challenges of open systems and manipulation.
2. AI’s current state & impact:
* “Super SaaS” vs existential threat.
* ChatGPT and Claude competing for leadership in daily use.
* Anthropic’s prediction of “thousands of geniuses in data centers” vs. skepticism of established AI scientists.
* Focus on human differentiation and personal development in the AI era.
3. Energy infrastructure & innovation:
* Innovation in battery storage and startups we’re excited about.
* Nuclear power: Historical successes and future potential.
* China’s electric vehicle and energy progress.
4. European strategic shift:
* Major mood change from January 2024 to present.
* Making sense of the €800 billion allocated to defense and resilience.
* Infrastructure challenges in Europe and the UK highlighted by Heathrow Airport shutdown.
