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In this episode, Scotty and Matty swap the Apple Watch for knockoffs, swap politeness for precision, and dive into what it really means to operate in “vision mode.” From ditching devices and redefinin...
Scotty and Matty reunite in Melbourne to discuss the shift from intelligence to agency as the key competitive advantage. They explore practical AI implementation, the challenges of scaling with AI tools, and insights from high-growth founders like the CEO of Deel. Key themes include velocity in decision-making, the importance of taste and agency in hiring, and predictions about humanoid robots and space-based computing from the 'Sergeant Solomons' (Jensen, Elon, Google).
Matty explains his switch from Apple Watch to a $270 knockoff Rolex after frustration with constant charging. The discussion evolves into a broader theme about reducing device dependency and how people will realize they don't actually want the friction of constant connectivity, similar to how no one will want to drive once autonomous vehicles arrive.
Scotty reveals his new email signature 'vision@elysium.ai' instead of his name, designed to filter incoming requests for only strategic, high-value conversations. The discussion covers how to package requests effectively for busy people and the importance of leading with your best content upfront.
Discussion of Parmalakia's jailbreak technique and the broader problem of AI being overly polite and agreeable. The hosts argue that politeness wastes compute and that AI should be truth-seeking rather than sycophantic, with practical implications for business decision-making.
Analysis of the divergence between S&P 500 performance and job openings since ChatGPT's release. The hosts debate whether this represents permanent job displacement or a temporary pause while companies figure out AI implementation, with insights on which companies are hiring vs. pausing.
Exploration of the massive opportunity in AI implementation services for enterprises. Discussion of how consulting firms like McKinsey are vulnerable and how a new model of forward-deployed engineers could capture enormous value by actually implementing AI rather than just advising.
Analysis of the NEO robot launch at $20K + $500/month subscription, entirely teleoperated. The hosts are skeptical about competing with Tesla Optimus, Chinese manufacturers, and Google when starting at the same starting line without capital, distribution, or factories.
Discussion of StarCloud's satellite with NVIDIA GPUs doing AI inference in space, potentially involving SpaceX, Google, and NVIDIA. The hosts see this as a solution to political headwinds around data center energy consumption on Earth.
Review of the podcast's stock picks from episode one: NVIDIA ($95→$200), Google ($245→$280 after 10% dip), and Tesla ($280→$460). All picks have significantly outperformed, validating the 'Sergeant Solomons' thesis of backing Jensen, Elon, and Google.
Analysis of how Deel reached $1B ARR faster than Stripe or Salesforce. Key insights: CEO staying in details despite scale, extreme response velocity creating organizational flywheel, and flat structure enabling rapid decision-making. Eric Schmidt's principle: CEO's job is maintaining velocity, not providing answers.
Deep dive into Andre Karpathy's concept that agency matters more than intelligence as AI commoditizes knowledge work. Discussion of the three-legged stool: agency, intelligence, and taste. The hosts argue for hiring 'bulldogs' who get things done over purely intelligent people, while maintaining baseline competence.
Vision Mode: Agency Over Intelligence | Ep. 29
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