
New studio set up: the squad now records from a parked Tesla in the middle of a rainstorm while Sam is on the beach, and somehow it turned into one of our favorite episodes. We break down Meta's new AI campaign, Zuckerberg's vision for AI, why more than 1,000 frontier AI researchers are asking Washington to slow development, and whether fear has become the easiest narrative in tech. Then we get into China cracking deep ultraviolet lithography, what it means for ASML and the AI race, why AI demand still isn't slowing, Lilian Weng's move from Thinking Machines to OpenAI, and Sam's theory that Silicon Valley has developed an Oppenheimer complex.Chapters:0:00 Episode trailer1:23 Episode start9:02 Meta's Ad Campaign Rejects The Doomers11:14 Zuckerberg's Optimism Blitz Actually Lands13:11 AI's Dark Side Raises Easier Money15:04 Sam's Bot Read 4GB Of Dad's Journals17:28 Nobody Wants To Be Anthropic18:56 Anthropic Runs On Spite For OpenAI21:10 OpenAI Was The Original Evil Empire22:57 Meta Is Still A Centralized Ad Company24:46 Decentralization Loses Without A Jedi26:01 Apple Won On Politics, Not Technology27:16 Meta Earnings Miss On Lawsuits And Severance28:33 China Cracks DUV, ASML Takes The Hit29:57 Execs Privately Reject The China AI War32:39 The Compute Debate Gavin Baker Started39:13 X Is The Tech Town Square Now46:57 Lilian Weng Quits For Health, Joins OpenAI53:50 AI Is A Crisis Of Meaning54:57 Book The Conference Before You're InvitedWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/PBGC6CjfdtMConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
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