
I was planning on talking about retirement today.Then something happened over the weekend that made me change today's show.And I'll tell you why.I use artificial intelligence virtually every day.I use it in my businesses.I use it for research.I use it to analyze ideas.I use it to help prepare this radio show.And I think artificial intelligence may ultimately become one of the most important technologies created during our lifetime.But this weekend, Dario Amodei—the CEO of Anthropic, the company behind Claude—published an essay with a title that got my attention:‘We Must Pace the Frontier.’In plain English?We need to slow down.Now, if some college professor or politician who'd never used artificial intelligence said that, maybe I wouldn't think much of it.But this is one of the guys actually BUILDING the technology.And then something even more remarkable happened.Sam Altman, CEO of OpenAI...agreed.Elon Musk...agreed.These guys compete with each other.They're spending enormous amounts of money racing to build the most capable AI systems on Earth.And suddenly they're agreeing on something:Maybe we're going too fast.And Wall Street heard them.Nvidia dropped more than 3% this morning. AMD, Intel and Marvell were hit. The semiconductor index fell about 5%.So today we're putting retirement planning aside.Because I want to answer a question that frankly gives me goosebumps:What do the people building artificial intelligence know today that they didn't know six months ago?And should the rest of us be worried?”
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