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Rob Reid: The Existential Threat of Engineered Viruses and Lab Leaks

第193期2021-06-21English

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§01Transcript · 00:00–08:41

00:00The following is a conversation with Rob Reed,

00:02entrepreneur, author, and host of the After On podcast.

00:07Sam Harris recommended that I absolutely must talk to Rob

00:11about his recent work on the future of engineer pandemics.

00:15I then listened to the four hour special episode

00:18of Sam's Making Sense podcast with Rob,

00:21titled Engineering the Apocalypse, and I was floored.

00:25I knew I had to talk to him.

00:27Quick mention of our sponsors,

00:28Athletic Greens, Belcampo, Fundrise, and NetSuite.

00:33Check them out in the description to support this podcast.

00:36As a side note, let me say a few words

00:38about the lab leak hypothesis,

00:40which proposes that COVID-19 is a product

00:43of gain-of-function research on coronaviruses

00:46conducted at the Wuhan Institute of Virology

00:49that was then accidentally leaked due to human error.

00:53For context, this lab is biosafety level four, BSL-4,

00:56and it investigates coronaviruses.

00:59BSL-4 is the highest level of safety,

01:01but if you look at all the human-in-the-loop pieces

01:04required to achieve this level of safety,

01:06it becomes clear that even BSL-4 labs

01:08are highly susceptible to human error.

01:11To me, whether the virus leaked from the lab or not,

01:14getting to the bottom of what happened

01:15is about much more than this particular catastrophic case.

01:19It is a test for our scientific, political,

01:22journalistic, and social institutions

01:24of how well we can prepare and respond to threats

01:28that can cripple or destroy human civilization.

01:31If we continue gain-of-function research on viruses,

01:33eventually these viruses will leak,

01:36and they will be more deadly and more contagious.

01:40We can pretend that won't happen,

01:42or we can openly and honestly talk about the risks involved.

01:45This research can both save and destroy human life on Earth

01:49as we know it.

01:50It's a powerful double-edged sword.

01:52If YouTube and other platforms

01:54censor conversations about this,

01:56if scientists self-censor conversations about this,

02:00we'll become merely victims of our brief homo sapien story,

02:04not its heroes.

02:05As I said before,

02:07too carelessly labeling ideas as misinformation

02:10and dismissing them because of that

02:12will eventually destroy our ability to discover the truth.

02:16And without truth, we don't have a fighting chance

02:19against the great filter before us.

02:22This is the Lex Friedman Podcast,

02:24and here is my conversation with Rob Reed.

02:28I have seen evidence on the internet

02:30that you have a sense of humor, allegedly,

02:33but you also talk and think about

02:35the destruction of human civilization.

02:38What do you think of the Elon Musk hypothesis

02:40that the most entertaining outcome is the most likely?

02:44And he, I think, followed on to say

02:46a scene from an external observer,

02:48like if somebody was watching us,

02:50it seems we come up with creative ways

02:54of progressing our civilization that's fun to watch.

02:57- Yeah, so exactly.

02:59He said, from the standpoint of the observer,

03:01not the participant, I think.

03:03And so what's interesting about that,

03:05those were, I think, just a couple of freestanding tweets

03:08and delivered without a whole lot of wrapper of context,

03:11so it's left to the mind of the reader of the tweets

03:15to infer what he was talking about.

03:16So that's kind of like,

03:18it provokes some interesting thoughts.

03:20Like, first of all,

03:21it presupposes the existence of an observer,

03:24and it also presupposes that the observer

03:27wishes to be entertained

03:29and has some mechanism of enforcing

03:31their desire to be entertained.

03:33So there's a lot underpinning that.

03:35And to me, that suggests, particularly coming from Elon,

03:38that it's a reference to simulation theory,

03:41that somebody is out there and has far greater insights

03:45and a far greater ability to, let's say,

03:47peer into a single individual life

03:50and find that entertaining

03:51and full of plot twists and surprises

03:53and either a happy or tragic ending,

03:56or they have an incredible meta-view

03:59and they can watch the arc of civilization

04:01unfolding in a way that is entertaining

04:04and full of plot twists and surprises

04:06and a happy or unhappy ending.

04:08So, okay, so we're presupposing an observer.

04:11Then on top of that, when you think about it,

04:14you're also presupposing a producer

04:17because the act of observation is mostly fun

04:21if there are plot twists and surprises

04:23and other developments that you weren't foreseeing.

04:25I have re-read my own novels, and that's fun

04:29because it's something I worked hard on

04:31and I slaved over and I love,

04:33but there aren't a lot of surprises in there.

04:34So now I'm thinking we need a producer and an observer

04:39for that to be true.

04:39And on top of that,

04:41it's got to be a very competent producer

04:43because Elon said the most entertaining outcome

04:46is the most likely one.

04:48So there's lots of layers for thinking about that.

04:51And when you've got a producer

04:53who's trying to make it entertaining,

04:54it makes me think of there was a South Park episode

04:57in which Earth turned out to be a reality show.

05:00And somehow we had failed to entertain the audience

05:03as much as we used to,

05:04so the Earth show was going to get canceled, et cetera.

05:08So taking all that together,

05:10and I'm obviously being a little bit playful

05:12in laying this out,

05:13what is the evidence that we have

05:16that we are in a reality

05:19that is intended to be most entertaining?

05:21Now you could look at that reality

05:23on the level of individual lives

05:25or the whole arc of civilization,

05:27other lives, levels as well, I'm sure.

05:29But just looking from my own life,

05:32I think I'd make a pretty lousy show.

05:34I spend an inordinate amount of time

05:37just looking at a computer.

05:38I don't think that's very entertaining.

05:40And there's just a completely inadequate level

05:44of shootouts and car chases in my life.

05:46I mean, I'll go weeks, even months

05:48without a single shootout or car chase.

05:49- That just means that you're one

05:51of the non-player characters in this game.

05:52You're just waiting.

05:54- I'm an extra.

05:55- You're an extra that waiting for your one opportunity

05:57for a brief moment to actually interact

05:59with one of the main characters in the play.

06:02- Very interesting.

06:03Okay, that's good.

06:04So okay, so we'll rule out me being the star of the show,

06:07which I probably could have guessed at anyway.

06:09But then even the arc of civilization.

06:11I mean, there have been a lot of really intriguing things

06:13that have happened

06:14and a lot of astounding things that have happened.

06:16But I would have some werewolves, I'd have some zombies.

06:21I would have some really improbable developments

06:24like maybe Canada absorbing the United States.

06:28So I don't know.

06:29I'm not sure if we're necessarily designed

06:31for maximum entertainment.

06:33But if we are, that will mean that 2020 is just a prequel

06:38for even more bizarre years ahead.

06:41So I kind of hope that we're not designed

06:43for maximum entertainment.

06:45- Well, the night is still young in terms of Canada,

06:47but do you think it's possible for the observer

06:49and the producer to be kind of emergent?

06:52So meaning it does seem when you kind of watch memes

06:56on the internet, the funny ones,

06:59the entertaining ones spread more efficiently.

07:01- They do.

07:02- I mean, I don't know what it is about the human mind

07:05that soaks up on mass funny things.

07:11Much more sort of aggressively, it's more viral

07:14in the full sense of that word.

07:16Is there some sense that whatever the evolutionary process

07:20that created our cognitive capabilities

07:23is the same process that's going to, in an emergent way,

07:27create the most entertaining outcome,

07:29the most meme-ifiable outcome, the most viral outcome

07:34if we were to share it on Twitter?

07:36- Yeah, that's interesting.

07:38Yeah, we do have an incredible ability.

07:41Like, I mean, how many memes are created in a given day?

07:43And the ones that go viral are almost uniformly funny,

07:46at least to somebody with a particular sense of humor.

07:48- Right.

07:50- Yeah, I'd have to think about that.

07:52We are definitely great at creating atomized units of funny.

07:58Like in the example that you used,

08:01there are going to be X million brains parsing

08:04and judging whether this meme is retweetable or not.

08:07And so that sort of atomic element of funniness,

08:12of entertainingness, et cetera,

08:14we definitely have an environment

08:15that's good at selecting for that,

08:18and selective pressure, and everything else that's going on.

08:21But in terms of the entire ecosystem of conscious systems

08:26here on the Earth driving for a level of entertainment,

08:32that is on such a much higher level

08:35that I don't know if that would necessarily

08:38follow directly from the fact that

08:41atomic units of entertainment

§02Transcript · 08:43–17:43

08:43are very, very aptly selected for us.

08:45I don't know.

08:47- Do you find it compelling or useful

08:49to think about human civilization

08:52from the perspective of the ideas

08:55versus the perspective of the individual human brains?

08:59So almost thinking about the ideas or the memes,

09:02this is the Dawkins thing, as the organisms.

09:05And then the humans as just like vehicles

09:09for briefly carrying those organisms

09:12as they jump around and spread.

09:14- Yeah, for propagating them, mutating them,

09:16putting selective pressure on them, et cetera.

09:19I mean, I found Dawkins',

09:22or his launching of the idea of memes

09:25is just kind of an afterthought

09:27to his unbelievably brilliant book about the selfish gene.

09:30Like, what a PS to put at the end

09:34of a long chunk of writing.

09:35It's profoundly interesting.

09:37I view the relationship though between humans and memes

09:41as probably an oversimplification,

09:43but maybe a little bit like the relationship

09:45between flowers and bees, right?

09:47Do flowers have bees or do bees in a sense have flowers?

09:51And the answer is, it is a very, very symbiotic relationship

09:56in which both have semi-independent roles that they play

10:00and both are highly dependent upon the other.

10:03And so in the case of bees, obviously,

10:05you could see the flower

10:06as being this monolithic structure physically

10:09in relation to any given bee,

10:11and it's the source of food and sustenance.

10:14So you could kind of say, well, flowers have bees.

10:16But on the other hand, the flowers would obviously be doomed.

10:20They weren't being pollinated by the bees.

10:22So you could kind of say, well, bees,

10:25flowers are really expression of what the bees need.

10:28And the truth is a symbiosis.

10:30So with memes in human minds,

10:33our brains are clearly the Petri dishes

10:37in which memes are either propagated or not propagated,

10:41get mutated or don't get mutated.

10:44They are the venue in which competition,

10:47selective competition, plays out between different memes.

10:51So all of that is very true.

10:53And you could look at that and say,

10:55really the human mind is a production of memes

10:58and ideas have us rather than us having ideas.

11:01But at the same time, let's take a catchy tune

11:04as an example of a meme.

11:07That catchy tune did originate in a human mind.

11:10Somebody had to structure that thing.

11:12And as much as I like Elizabeth Gilbert's TED Talk

11:15about how the universe, I'm simplifying,

11:19but kind of the ideas find their way

11:21in this beautiful TED Talk, it's very lyrical.

11:23She talked about ideas and prose

11:27kind of beaming into our minds.

11:30She talked about needing to pull over to the side of the road

11:33when she got inspiration for a particular paragraph

11:36or a particular idea and a burning need to write that down.

11:40I love that.

11:41I find that beautiful.

11:42As a writer, as a novelist myself,

11:45I've never had that experience.

11:47And I think that really most things that do become memes

11:52are the product of a great deal of deliberate

11:55and willful exertion of a conscious mind.

11:59And so like the bees and the flowers,

12:01I think there's a great symbiosis.

12:03And they both kind of have one another.

12:05Ideas have us, but we have ideas for real.

12:07- If we could take a little bit of a tangent,

12:10Stephen King on writing, you as a great writer,

12:14you're dropping a hint here that the ideas don't come to you.

12:18It's a grind of sort of,

12:19it's almost like you're mining for gold.

12:22It's more of a very deliberate, rigorous daily process.

12:28So maybe, can you talk about the writing process?

12:32How do you write well?

12:36And maybe if you want to step outside of yourself,

12:38almost like give advice to an aspiring writer,

12:42what does it take to write the best work of your life?

12:46- Well, it would be very different

12:47if it's fiction versus nonfiction.

12:49And I've done both.

12:51I've written two works of non,

12:52two nonfiction books and two works of fiction.

12:55Two works of fiction being more recent,

12:57I'm gonna focus on that right now

12:58'cause that's more toweringly on my mind.

13:01They're amongst novelists.

13:03Again, this is an oversimplification,

13:05but there's kind of two schools of thought.

13:08Some people really like to fly by the seat of their pants,

13:11and some people really, really like to outline, to plot.

13:15So there's plotters and pantsers, I guess,

13:17is one way that people look at it.

13:19And as with most things,

13:22there is a great continuum in between,

13:24and I'm somewhere on that continuum,

13:25but I lean, I guess, a little bit more toward the plotter.

13:29And so when I do start a novel,

13:32I have a pretty strong point of view

13:34about how it's gonna end,

13:36and I have a very strong point of view

13:37about how it's gonna begin.

13:39And I do try to make an effort of making an outline

13:42that I know I'm gonna be extremely unfaithful to

13:45in the actual execution of the story,

13:48but I'm trying to make an outline

13:49that gets us from here to there,

13:50and notion of subplots and beats and rhythm

13:53and different characters and so forth.

13:56But then when I get into the process,

13:58that outline, particularly the center of it,

14:01ultimately, inevitably morphs a great deal.

14:03And I think if I were personally a rigorous outliner,

14:07I would not allow that to happen.

14:08I also would make a much more vigorous skeleton

14:13before I start.

14:14So I think people who are really

14:16in that plotting, outlining mode

14:19are people who write page turners,

14:22people who write spy novels or supernatural adventures,

14:27where you really want a relentless pace

14:31of events, action, plot twists, conspiracy, et cetera.

14:36And that is really the bone,

14:39that's really the skeletal structure.

14:42So I think folks who write that kind of book

14:45are really very much on the outlining side.

14:47And I think people who write what's often referred to

14:50as literary fiction, for lack of a better term,

14:53where it's more about sort of aura and ambiance

14:58and character development and experience

15:00and inner experience and inner journey and so forth,

15:04I think that group is more likely

15:06to fly by the seat of their pants.

15:07And I know people who start with a blank page

15:09and just see where it's gonna go.

15:11I'm a little bit more on the plotting side.

15:13Now you asked what makes something,

15:18at least in the mind of the writer,

15:20as great as it can be.

15:21For me, it's an astonishingly high percentage of it

15:25is editing as opposed to the initial writing.

15:27For every hour that I spend writing new prose,

15:32like new pages, new paragraphs,

15:34stuff that, new bits of the book,

15:37I probably spend, I mean, I wish I kept a count.

15:42I wish I had one of those pieces of software

15:45that lawyers use to decide how much time

15:47I'm gonna be doing this, that.

15:47But I would say it's at least four or five hours

15:51and maybe as many as 10 that I spend editing.

15:54And so it's relentless for me.

15:56- For each one hour of writing, you said?

15:58- I'd say that.

15:59- Wow.

16:00- I mean, I write because I edit

16:01and I spend just relentlessly polishing and pruning

16:06and sometimes on the micro level of just like,

16:09does the rhythm of the sentence feel right?

16:12Do I need to carve a syllable or something so it can land?

16:15Like as micro as that to as macro as like,

16:18okay, I'm done but the book is 750 pages long

16:21and it's way too bloated and I need to lop

16:23a third out of it.

16:24Problems on those two orders of magnitude

16:27and everything in between,

16:29that is an enormous amount of my time.

16:31And I also write music, write and record and produce music.

16:36And there the ratio is even higher.

16:40Every minute that I spend or my band spends

16:44laying down that original audio,

16:47it's a very high proportion of hours

16:49that go into just making it all hang together

16:51and sound just right.

16:52So I think that's true of a lot of creative processes.

16:56I know it's true of sculpture.

16:58I believe it's true of woodwork.

16:59My dad was an amateur woodworker

17:01and he spent a huge amount of time

17:03on sanding and polishing at the end.

17:05So I think a great deal of the sparkle

17:07comes from that part of the process, any creative process.

17:10- Can I ask about the psychological,

17:12the demon side of that picture?

17:14In the editing process, you're ultimately judging

17:16the initial piece of work and you're judging

17:18and judging and judging.

17:20How much of your time do you spend hating your work?

17:24How much time do you spend in gratitude,

17:29impressed, thankful, or how good the work

17:33that you will put together is?

17:36- I spend almost all the time in a place

17:39that's intermediate between those

17:41but leaning toward gratitude.

17:43I spend almost all the time in a state of optimism

§03Transcript · 17:47–27:13

17:47that this thing that I have, I like, I like quite a bit

17:51and I can make it better and better and better

17:55with every time I go through it.

17:56So I spend most of my time in a state of optimism.

18:00- I think I personally oscillate much more aggressively

18:04between those two where I wouldn't be able

18:06to find the average.

18:08I go pretty deep.

18:11Marvin Minsky from MIT had this advice, I guess,

18:16to what it takes to be successful in science and research

18:21is to hate everything you do,

18:23you've ever done in the past.

18:24I mean, at least he was speaking about himself

18:27that the key to his success was to hate everything

18:31he's ever done.

18:32I have a little Marvin Minsky there in me too

18:36to sort of always be exceptionally self-critical

18:39but almost like self-critical about the work

18:42but grateful for the chance to be able to do the work.

18:46- Yeah. - If that makes sense.

18:47- Makes perfect sense.

18:48- But that, you know, each one of us have to strike

18:51a certain kind of balance.

18:54- Yeah.

18:55- But back to the destruction of human civilization.

18:59If humans destroy ourselves in the next 100 years,

19:04what will be the most likely source,

19:08the most likely reason that we destroy ourselves?

19:11- Well, let's see, 100 years, it's hard for me

19:15to comfortably predict out that far

19:18and it's something to give a lot more thought to,

19:20I think, than normal folks

19:23simply because I am a science fiction writer.

19:25And I feel with the acceleration of technological progress,

19:30it's really hard to foresee out more

19:32than just a few decades.

19:34I mean, comparing today's world to that of 1921,

19:37where we are right now a century later,

19:39it would have been so unforeseeable.

19:41And I just don't know what's gonna happen,

19:44particularly with exponential technologies.

19:46I mean, our intuitions reliably defeat ourselves

19:49with exponential technologies

19:51like computing and synthetic biology.

19:53And, you know, how we might destroy ourselves

19:56in the 100-year timeframe might have everything to do

20:00with breakthroughs in nanotechnology 40 years from now

20:03and then how rapidly those breakthroughs accelerate.

20:05But in the nearer term that I'm comfortable predicting,

20:07let's say 30 years, I would say the most likely route

20:12to self-destruction would be synthetic biology.

20:16And I always say that with the gigantic caveat

20:19and very important one that I find,

20:21and I'll abbreviate synthetic biology to SYNBIO

20:24just to save us some syllables.

20:26I believe SYNBIO offers us simply stunning promise

20:30that we would be fools to deny ourselves.

20:34So I'm not an anti-SYNBIO person by any stretch.

20:37I mean, SYNBIO has unbelievable odds

20:39of helping us beat cancer,

20:41helping us rescue the environment,

20:43helping us do things

20:44that we would currently find imponderable.

20:46So it's electrifying the field.

20:48But in the wrong hands,

20:50those hands either being incompetent or being malevolent,

20:54in the wrong hands, synthetic biology to me

20:57has a much, much greater odds,

21:00has much, much greater odds

21:01of leading to our self-destruction

21:05than something running amok with super AI,

21:07which I believe is a real possibility

21:08and one we need to be concerned about.

21:10But in the 30-year timeframe, I think it's a lesser one,

21:13or nuclear weapons or anything else that I can think of.

21:16- Can you explain that a little bit further?

21:18So your concern is on the man-made

21:21versus the natural side of the pandemic frontier.

21:26So we humans engineering pathogens, engineering viruses

21:31is the concern here.

21:32- Yeah.

21:33- And maybe how do you see the possible trajectories

21:37happening here in terms of, is it malevolent

21:41or is it accidents, oops, little mistakes

21:46or unintended consequences of particular actions

21:51that are ultimately lead to unexpected mistakes?

21:54- Well, both of them are a danger.

21:55And I think the question of which is more likely

21:59has to do with two things.

22:00One, do we take a lot of methodical, affordable,

22:05four-sided steps that we are absolutely capable

22:08of taking right now to first stall the risk

22:12of a bad actor infecting us with something

22:14that could have annihilating impacts.

22:17And in the episode you referenced with Sam,

22:20we talked a great deal about that.

22:22So do we take those steps?

22:24And if we take those steps, I think the danger

22:26of malevolent rogue actors doing a sin

22:29with sin bio could plummet.

22:31But it's always a question of if,

22:34and we have a bad, bad and very long track record

22:36of hitting the snooze bar after different natural pandemics

22:40have attacked us.

22:41So that's variable number one.

22:43Variable number two is how much experimentation

22:48and pathogen development do we as a society decide

22:52is acceptable in the realms of academia, government

22:57or private industry?

22:58And if we decide as a society that it's perfectly okay

23:03for people with varying research agendas

23:06to create pathogens that if released

23:09could wipe out humanity, if we think that's fine,

23:12and if that kind of work starts happening in one lab,

23:15five labs, 50 labs, 500 labs in one country,

23:19then 10 countries, then 70 countries or whatever,

23:23that risk of a boo-boo starts rising astronomically.

23:28And this won't be a spoiler alert based on the way

23:31that I presented those two things,

23:33but I think it's unbelievably important

23:35to manage both of those risks.

23:37The easier one to manage, although it wouldn't be simple

23:40by any stretch because it would have to be something

23:43that all nations agree on, but the easiest way,

23:46the easier risk to manage is that of,

23:49hey guys, let's not develop pathogens

23:52that if they escape from a lab could annihilate us.

23:56There's no line of research that justifies that,

23:58and in my view, I mean, that's the point of perspective

24:01we need to have.

24:02We'd have to collectively agree that there's no line

24:04of research that justifies that.

24:06The reason why I believe that would be

24:07a highly rational conclusion is even the highest level

24:11of biosafety lab in the world, biosafety lab level four,

24:15and there are not a lot of BSL-4 labs in the world,

24:18there are things can and have leaked out of BSL-4 labs,

24:23and some of the work that's been done

24:26with potentially annihilating pathogens,

24:28which we can talk about, is actually done at BSL-3,

24:31and so fundamentally, any lab can leak.

24:36We have proven ourselves to be incapable of creating a lab

24:40that is utterly impervious to leaks,

24:42so why in the world would we create something

24:44where if, God forbid, it leaked, could annihilate us all?

24:48And by the way, almost all of the measures

24:50that are taken in biosafety level anything labs

24:54are designed to prevent accidental leaks.

24:57What happens if you have a malevolent insider?

24:59And we could talk about the psychology and the motivations

25:02of what would make a malevolent insider

25:04who wants to release something annihilating in a bit.

25:07I'm sure that we will.

25:08But what if you have a malevolent insider?

25:11Virtually none of the standards that go

25:13into biosafety level one, two, three, and four

25:17are about preventing somebody hijacking the process.

25:20I mean, some of them are,

25:21but they're mainly designed against accidents.

25:23They're imperfect against accidents,

25:25and if this kind of work starts happening

25:27in lots and lots of labs, with every lab you add,

25:29the odds of there being a malevolent insider

25:32naturally increase arithmetically

25:34as the number of labs goes up.

25:35Now, on the front of somebody outside of a government,

25:40academic, or scientific, traditional government,

25:44academic, scientific environment,

25:47creating something malevolent,

25:50again, there's protections that we can take,

25:52both at the level of syn-bio architecture,

25:55the hardening of the entire syn-bio ecosystem

25:59against terrible things being made

26:02that we don't want to have out there by rogue actors,

26:05to early detection, to lots and lots of other things

26:08that we can do to dramatically mitigate that risk.

26:12And I think we do both of those things,

26:13decide that no, we're not going to experiment,

26:16we make annihilating pathogens in leaky labs,

26:19and B, yes, we are going to take countermeasures

26:22that are going to cost a fraction

26:24of our annual defense budget to preclude their creation,

26:29then I think both risks get managed down.

26:31But if you take one set of precautions and not the other,

26:34then the thing that you have not taken precautions against

26:38immediately becomes the more likely outcome.

26:40- So can we talk about this kind of research

26:43and what's actually done,

26:45and what are the positives and negatives of it?

26:47So if we look at gain-of-function research

26:50and the kind of stuff that's happening

26:51in level three and level four BSL labs,

26:55what's the whole idea here?

26:56Is it trying to engineer viruses

26:59to understand how they behave?

27:01You want to understand the dangerous ones.

27:03- Yeah, so that would be the logic behind doing it.

27:06And so gain-of-function can mean a lot of different things.

27:10Viewed through a certain lens, gain-of-function research

27:13could be what you do when you create GMOs,

§04Transcript · 27:16–36:15

27:16when you create hearty strains of corn

27:19that are resistant to pesticides.

27:21I mean, you could view that as gain-of-function.

27:23So I'm going to refer to gain-of-function

27:25in a relatively narrow sense,

27:26which is actually the sense that the term is usually used,

27:29which is in some way magnifying capabilities

27:34of microorganisms to make them more dangerous,

27:37whether it's more transmissible or more deadly.

27:40And in that line of research,

27:42I'll use an example from 2011,

27:44'cause it's very illustrative and it's also very chilling.

27:48Back in 2011, two separate labs,

27:52independently of one another,

27:53I assume there was some kind of communication between them,

27:55but they were basically independent projects,

27:57one in Holland and one in Wisconsin,

27:58did gain-of-function research

28:01on something called H5N1 flu.

28:04H5N1 is something that, at least on a lethality basis,

28:09makes COVID look like a kitten.

28:12COVID, according to the World Health Organization,

28:14has a case fatality rate

28:15somewhere between half a percent and 1%.

28:17H5N1 is closer to 60%, six zero.

28:21And so that's actually even slightly more lethal than Ebola.

28:24It's a very, very, very scary pathogen.

28:27The good news about H5N1,

28:29it is that it is barely, barely contagious.

28:33And I believe it is in no way contagious human to human.

28:36It requires very, very, very deep contact

28:42with birds, in most cases chickens.

28:44And so if you're a chicken farmer

28:47and you spend an enormous amount of time around them,

28:49and perhaps you get into situations

28:51in which you get a break in your skin

28:53and you're interacting intensely with fowl

28:57who, as it turns out, have H5N1,

29:00that's when the jump comes.

29:01But there's no airborne transmission

29:03that we're aware of human to human.

29:05I mean, not that we're, it just doesn't exist.

29:08I think the World Health Organization

29:11did a relentless survey of the number of H5N1 cases.

29:15I think they do it every year.

29:16I saw one 10-year series where I think it was like

29:19500 fatalities over the course of a decade.

29:22And that's a drop in the bucket.

29:24Kind of fun fact.

29:26I believe the typical lethality from lightning

29:29over 10 years is 70,000 deaths.

29:31So we've been getting struck by lightning, pretty low risk.

29:34H5N1, much, much lower than that.

29:36What happened in these experiments

29:39is the experimenters in both cases

29:41set out to make H5N1 that would be contagious,

29:45that could create airborne transmission.

29:48And so they basically passed it, I think in both cases,

29:50they passed it through a large number of ferrets.

29:54And so this wasn't like CRISPR,

29:56there wasn't even any CRISPR back in those days.

29:58This was relatively straightforward,

30:00selecting for a particular outcome.

30:03And after guiding the path and passing them through,

30:06again, I believe it was a series of ferrets,

30:07they did in fact come up with a version of H5N1

30:11that is capable of airborne transmission.

30:14Now, they didn't unleash it into the world,

30:17they didn't inject it into humans to see what would happen.

30:20And so for those two reasons,

30:21we don't really know how contagious it might have been.

30:25But if it was as contagious as COVID,

30:29that could be a civilization-threatening pathogen.

30:33And why would you do it?

30:34Well, the people who did it were good guys.

30:36They were virologists.

30:38I believe their agenda as they explained it was,

30:40much as you said, let's figure out

30:43what a worst case scenario might look like

30:45so we can understand it better.

30:47But my understanding is in both cases,

30:50it was done in BSL-3 labs.

30:52And so potential of leak, significantly non-zero,

30:57hopefully way below 1%, but significantly non-zero.

31:00And when you look at the consequences of an escape

31:03in terms of human lives,

31:05destruction of a large portion of the economy, et cetera,

31:08and you do an expected value calculation

31:10on whatever fraction of 1% that was,

31:13you would come up with a staggering cost,

31:17staggering expected cost for this work.

31:19So it should never have been carried out.

31:21Now, you might make an argument.

31:24If you said, if you believed that H5N1 in nature

31:29is on an inevitable path to airborne transmission,

31:33and it's only gonna be a small number of years, A,

31:37and B, if it makes that transition,

31:40there is one set of changes to its metabolic pathways

31:44and its genomic code and so forth,

31:47one, that we have discovered.

31:49So it is gonna go from point A,

31:51which is where it is right now, to point B.

31:53We have reliably engineered point B.

31:56That is the destination.

31:58And we need to start fighting that right now

32:00because this is five years or less away.

32:02Now, that'd be a very different world.

32:03That'd be like spotting an asteroid

32:04that's coming toward the Earth and is five years off.

32:06And yes, you marshal everything you can to resist that.

32:10But there's two problems with that perspective.

32:12The first is, in however many thousands of generations

32:15that humans have been inhabiting this planet,

32:17there has never been a transmissible form of H5N1.

32:21And influenza's been around for a very long time.

32:23So there is no case for inevitability

32:27of this kind of a jump to airborne transmission.

32:30So we're not on a freight train to that outcome.

32:33And if there was inevitability around that,

32:36it's not like there's just one set of genetic code

32:38that would get there.

32:39There are just, there's all kinds of different mutations

32:43that could conceivably result in that kind of an outcome.

32:47Unbelievable diversity of mutations.

32:49And so we're not actually creating something

32:51we're inevitably going to face.

32:54But we are creating something,

32:55we are creating a very powerful

32:58and unbelievably negative card and injecting it in the deck

33:01that nature never put into the deck.

33:04So in that case, I just don't see any moral

33:08or scientific justification for that kind of work.

33:12And interestingly, there was quite a bit of excitement

33:17and concern about this when the work came out.

33:18One of the teams was gonna publish their results in science,

33:21the other in nature.

33:22And there were a lot of editorials

33:25and a lot of scientists are saying this is crazy.

33:27And publication of those papers did get suspended.

33:31And not long after that, there was a pause put

33:33on US government funding, NIH funding

33:36on gain-of-function research.

33:38But both of those speed bumps were ultimately removed.

33:41Those papers did ultimately get published.

33:43And that pause on funding ceased long ago.

33:47And in fact, those two very projects, my understanding is,

33:50resumed their funding, got their government funding back.

33:53I don't know why Dutch Project's getting NIH funding,

33:55but whatever, about a year and a half ago.

33:58So as far as the US government and regulators are concerned,

34:02it's all systems go for gain-of-function at this point,

34:05which I find very troubling.

34:07- Now I'm a little bit of an outsider from this field,

34:09but it has echoes of the same kind of problem I see

34:12in the AI world with autonomous weapon systems.

34:16Nobody, and my colleagues, my colleagues, friends,

34:21as far as I can tell, people in the AI community

34:25are not really talking about autonomous weapon systems.

34:28As now US and China full steam ahead

34:31on the development of both.

34:33And that seems to be a similar kind of thing

34:35on gain-of-function.

34:37I have friends in the biology space,

34:40and they don't want to talk about gain-of-function publicly.

34:45That makes me very uncomfortable

34:48from an outsider perspective in terms of gain-of-function.

34:51It makes me very uncomfortable

34:53from the insider perspective on autonomous weapon systems.

34:56I'm not sure how to communicate exactly

34:58about autonomous weapon systems,

35:00and I certainly don't know how to communicate effectively

35:02about gain-of-function.

35:03What is the right path forward here?

35:06Should we seize all gain-of-function research?

35:08Is that really the solution here?

35:11- Well, again, I'm gonna use gain-of-function

35:13in the relatively narrow context of what we're discussing.

35:15- Sorry, yes, for viruses.

35:16- 'Cause you could say almost anything that you do

35:18to make biology more effective is gain-of-function.

35:20So within the narrow confines of what we're discussing,

35:23I think it would be easy enough for level-headed people

35:28in all of the countries,

35:30level-headed governmental people in all of the countries

35:32that realistically could support such a program to agree,

35:36we don't want this to happen because all labs leak.

35:40I mean, an example that I use,

35:43I actually did use it in the piece

35:45I did with Sam Harris as well,

35:47is the anthrax attacks in the United States in 2001.

35:51I mean, talk about an example of the least likely lab

35:55leaking into the least likely place.

35:57This was shortly after 9/11, for folks who don't remember it,

36:01and it was a very, very lethal strand of anthrax

36:04that, as it turned out,

36:06based on the forensic genomic work that was done

36:08and so forth, absolutely leaked

36:11from a high-security US Army lab,

36:13probably the one at Fort Detrick in Maryland.

36:15It might've been another one, but who cares?

§05Transcript · 36:17–45:11

36:17It absolutely leaked from a high-security US Army lab.

36:21And where did it leak to,

36:22this highly dangerous substance

36:24that was kept under lock and key

36:26by a very security-minded organization?

36:29Well, it leaked to places

36:30including the Senate Majority Leader's office,

36:32Tom Daschle's office, I think it was Senator Leahy's office,

36:35certain publications,

36:36including, bizarrely, the National Enquirer.

36:39But let's go to the Senate Majority Leader's office.

36:41It is hard to imagine a more security-minded country

36:46than the United States two weeks after the 9/11 attack.

36:49I mean, it doesn't get more security-minded than that.

36:52And it's also hard to imagine

36:54a more security-capable organization

36:57than the United States military.

36:59We can joke all we want

37:00about inefficiencies in the military

37:02and $24,000 wrenches and so forth,

37:06but pretty capable when it comes to that,

37:08despite that level of focus and concern and competence,

37:13just days after the 9/11 attack,

37:16something comes from the inside

37:18of our military and industrial complex

37:20and ends up in the office of someone,

37:22I believe the Senate Majority Leader,

37:24somewhere in the line of presidential succession.

37:26It tells us everything can leak.

37:27So again, think of a level-headed conversation

37:30between powerful leaders in a diversity of countries,

37:34thinking through, like,

37:36I can imagine a very simple PowerPoint revealing,

37:39just discussing briefly things like the anthrax leak,

37:43things like this foot-in-mouth disease outbreak

37:47or leaking that came out of a BSL-4-level lab in the UK,

37:51several other things,

37:52talking about the utter virulence

37:54that could result from gain-of-function and say,

37:57folks, can we agree that this just shouldn't happen?

38:01I mean, if we were able to agree

38:02on the Nuclear Non-Proliferation Treaty,

38:04which we were,

38:06by a weapons convention,

38:07which we did agree on, we the world, for the most part,

38:10I believe agreement could be found there.

38:13But it's gonna take people in leadership

38:16of a couple of very powerful countries

38:18to get to the consensus amongst them

38:20and then to decide we're gonna get everybody together

38:23and browbeat them into banning this stuff.

38:24Now, that doesn't make it entirely impossible

38:26that somebody might do this,

38:28but in well-regulated, carefully watched over

38:33fiduciary environments,

38:35like federally-funded academic research,

38:36anything going on in the government itself,

38:39things going on in companies that have investors

38:43who don't wanna go to jail for the rest of their lives,

38:46I think that would have a major,

38:48major dampening impact on it.

38:50- But there is a particular possible catalyst

38:53in this time we live in,

38:55which is for really kind of raising the question

38:59of gain-of-function research for the application of virus,

39:02making viruses more dangerous,

39:03is the question of whether COVID

39:08leaked from a lab.

39:10Sort of not even answering that question,

39:14but even asking that question.

39:16It seems like a very important question to ask

39:21to catalyze the conversation

39:23about whether we should be doing gain-of-function research.

39:26I mean, from a high level,

39:28why do you think people,

39:31even colleagues of mine,

39:33are not comfortable asking that question?

39:35And two, do you think that the answer could be

39:38that it did leak from a lab?

39:40- I think the mere possibility

39:43that it did leak from a lab

39:45is evidence enough, again,

39:48for the hypothetical, rational national leaders

39:52watching this simple PowerPoint.

39:54If you could put the possibility at 1%,

39:57and you look at the unbelievable destructive power

40:00that COVID had,

40:02that should be an overwhelmingly powerful argument

40:04for excluding it.

40:06Now, as to whether or not that was a leak,

40:09some very, very level,

40:10I don't know enough about all of the factors

40:14in the Bayesian analysis and so forth

40:16that has gone into people making the pro-argument of that.

40:19So I don't pretend to be an expert on that,

40:21and I don't have a point of view.

40:24I just don't know.

40:25But what we can say is

40:29it is entirely possible for a couple of reasons.

40:32One is that there is a BSL-4 lab in Wuhan,

40:35the Wuhan Institute of Virology.

40:37I believe it's the only BSL-4 in China.

40:40I could be wrong about that.

40:41But it definitely had a history

40:45that alarmed very sophisticated US diplomats and others

40:50who were in contact with the lab

40:53and were aware of what it was doing

40:55long before COVID hit the world.

40:59And so there are diplomatic cables

41:01that have been declassified.

41:03I believe one sophisticated scientist or other observer

41:07said that WIV is a ticking time bomb.

41:10And I believe it's also been pretty reasonably established

41:13that coronaviruses were a topic of great interest at WIV.

41:18SARS obviously came out of China,

41:19and that's a coronavirus,

41:21so it would make an enormous amount of sense

41:23for it to be studied there.

41:24And there is so much opacity

41:28about what happened in the early days and weeks

41:31after the outbreak that's basically been imposed

41:34by the Chinese government that we just don't know.

41:38So it feels like a substantially

41:40or greater than 1% possibility to me

41:42looking at it from the outside.

41:44And that's something that one could imagine.

41:47Now we're going to the realm of thought experiment,

41:49not me decreeing this is what happened,

41:51but if they're studying coronavirus

41:53at the Wuhan Institute of Virology,

41:56and there is this precedent of gain-of-function research

41:59that's been done on something

42:00that is remarkably uncontagious to humans,

42:03whereas we know coronavirus is contagious to humans.

42:05I could definitely, and there is this global consensus.

42:09Certainly was the case two or three years ago

42:12when this work might have started.

42:13Seems to be this global consensus

42:15that gain-of-function is fine.

42:17US paused funding for a little while, but paused funding.

42:20They never said private actors couldn't do it.

42:23It was just a pause of NIH funding.

42:25And then that pause was lifted.

42:26So again, none of this is irrational.

42:28You could certainly see the folks at WIV saying,

42:31gain-of-function, interesting vector,

42:33coronavirus, unlike H5N1, very contagious.

42:38We're a nation that has had terrible run-ins

42:41with coronavirus.

42:42Why don't we do a little gain-of-function on this?

42:44And then like all labs at all levels,

42:48one can imagine this lab leaking.

42:49So it's not an impossibility,

42:52and very, very level-headed people have said that,

42:54you know, who've looked at it much more deeply,

42:56do believe in that outcome.

42:58- Why is it such a threat to power,

43:01the idea that it'll leak from a lab?

43:03Why is it so threatening?

43:04I don't maybe understand this point exactly.

43:07Like, is it just that as governments,

43:12and especially the Chinese government

43:13is really afraid of admitting mistakes that everybody makes?

43:18So this is a horrible mistake.

43:19Like Chernobyl is a good example.

43:21I come from the Soviet Union.

43:24I mean, well, major mistakes were made in Chernobyl.

43:29I would argue for a lab leak to happen,

43:32the scale of the mistake is much smaller, right?

43:39The depth and the breadth of rot that in bureaucracy

43:44that led to Chernobyl is much bigger

43:49than anything that could lead to a lab leak,

43:52'cause it could literally just be,

43:54I mean, I'm sure there's security,

43:56very careful security procedures, even in level three labs,

43:59but I imagine maybe you can correct me.

44:04All it takes is the incompetence

44:06of a small number of individuals.

44:08- Or even one, yeah.

44:09- One individual on a particular,

44:11a couple weeks, three weeks period,

44:14as opposed to a multi-year bureaucratic failure

44:17of the entire government.

44:19- Right, well, certainly the magnitude of mistakes

44:22and compounding mistakes that went into Chernobyl

44:24was far, far, far greater,

44:26but the consequence of COVID outweighs that,

44:29the consequence of Chernobyl to a tremendous degree.

44:33And I think that particularly authoritarian governments

44:38are unbelievably reluctant to admit

44:44to any fallibility whatsoever.

44:46And there's a long, long history of that

44:48across dozens and dozens of authoritarian governments.

44:52And to be transparent, again,

44:54this is in the hypothetical world in which this was a leak,

44:57which again, I don't personally have enough sophistication

45:01to have an opinion on the likelihood,

45:03but in the hypothetical world in which it was a leak,

45:06the global reaction and the amount of global animus

45:11and the amount of, you know,

§06Transcript · 45:16–54:32

45:16the decline in global respect

45:18that would happen toward China,

45:21because every country suffered massively from this,

45:24unbelievable damages in terms of human lives

45:27and economic activity disrupted.

45:29The world would in some way present China with that bill.

45:34And when you take on top of that,

45:37the natural disinclination for any authoritarian government

45:41to admit any fallibility and tolerate the possibility

45:43of any fallibility whatsoever,

45:45and you look at the relative opacity,

45:49even though they let a World Health Organization

45:51group in, you know, a couple of months ago to run around,

45:55they didn't give that who group

45:56anywhere near the level of access that would be necessary

45:59to definitively say X happened versus Y.

46:02The level of opacity that surrounds those opening weeks

46:04and months of COVID in China, we just don't know.

46:09- If you were to kind of look back at 2020

46:12and maybe broadening it out to future pandemics

46:17that could be much more dangerous,

46:20what kind of response, how do we fail in a response

46:24and how could we do better?

46:27So the gain of function research is discussing,

46:31which, you know, the question of,

46:33we should not be creating viruses

46:36that are both exceptionally contagious

46:38and exceptionally deadly to humans.

46:41But if it does happen, perhaps the natural evolution,

46:45natural mutation, is there interesting

46:48technological responses on the testing side,

46:52on the vaccine development side, on the collection of data,

46:57or on the basic sort of policy response side,

47:00or the sociological, the psychological side?

47:03- Yeah, there's all kinds of things.

47:05And most of what I've thought about and written about,

47:09and again, discussed in that long bit with Sam, is dual use.

47:14So most of the countermeasures that I've been thinking about

47:18and advocating for would be every bit as effective

47:21against zoonotic disease, a natural pandemic of some sort

47:25as an artificial one.

47:27The risk of an artificial one,

47:29even the near-term risk of an artificial one,

47:31ups the urgency around these measures immensely,

47:34but most of them would be broadly applicable.

47:37And so I think the first thing that we really wanna do

47:40on a global scale is have a far, far, far more robust

47:45and globally transparent system of detection.

47:49And that can happen on a number of levels.

47:52The most obvious one is just in the blood of people

47:56who come into clinics exhibiting signs of illness.

47:59And we are certainly at a point now

48:03where we're at with relatively minimal investment.

48:07We could develop in-clinic diagnostics

48:09that would be unbelievably effective

48:12at pinpointing what's going on

48:13in almost any disease when somebody walks

48:16into a doctor's office or a clinic.

48:18And better than that, this is a little bit further off,

48:23but it wouldn't cost tens of billions in research dollars.

48:26It would be a relatively modest and affordable budget

48:28in relation to the threat, at-home diagnostics

48:31that can really, really pinpoint,

48:34okay, particularly with respiratory infections,

48:37because that is generally, almost universally,

48:40the mechanism of transmission for any serious pandemic.

48:44So somebody has a respiratory infection.

48:46Is it one of the significantly large handful

48:50of rhinoviruses, coronaviruses,

48:52and other things that cause common cold?

48:55Or is it influenza?

48:56If it's influenza, is it influenza A versus B?

48:58Or is it a small handful of other more exotic,

49:03but nonetheless sort of common respiratory infections

49:07that are out there?

49:08Developing a diagnostic panel to pinpoint all of that stuff,

49:12that's something that's well within our capabilities.

49:13That's much less a lift than creating mRNA vaccines,

49:17which obviously we proved capable of

49:19when we put our minds to it.

49:21So do that on a global basis.

49:24And I don't think that's irrational

49:25because the best prototype for this that I'm aware of

49:29isn't currently rolling out in Atherton, California,

49:32or Fairfield County, Connecticut,

49:34or some other wealthy place.

49:36The best prototype that I'm aware of this

49:37is rolling out right now in Nigeria.

49:39And it's a project that came out of the Broad Institute,

49:43which is, as I'm sure you know,

49:44but some listeners may not,

49:46is kind of like an academic joint venture

49:49between Harvard and MIT.

49:50The program is called Sentinel.

49:52And their objective is, and their plan,

49:56and it's a very well-conceived plan,

49:58methodical plan, is to do just that

50:00in areas of Nigeria that are particularly vulnerable

50:03to zoonotic diseases,

50:05making the jump from animals to humans.

50:07But also there's just an unbelievable

50:09public health benefit from that.

50:11And it's sort of a three-tier system

50:13where clinicians in the field could very rapidly determine,

50:17do you have one of the infections of acute interest here,

50:21either because it's very common in this region,

50:23so we want to diagnose as many things as we can

50:26at the frontline,

50:27or because it's uncommon

50:29but unbelievably threatening like Ebola.

50:31So frontline worker can make that determination

50:33very, very rapidly.

50:35If it comes up as a we don't know,

50:38they bump it up to a level that's more like

50:40at a fully configured doctor's office or local hospital.

50:43And if it's still at a we don't know,

50:45it gets bumped up to a national level.

50:47And it gets bumped very, very rapidly.

50:51So if this can be done in Nigeria,

50:53and it seems that it can be,

50:56there shouldn't be any inhibition for it to happen

50:58in most other places.

51:00And it should be affordable from a budgetary standpoint.

51:03And based on Sentinel's budget and adjusting things

51:05for things like very different cost of living,

51:08larger population, et cetera,

51:10I did a back of the envelope calculation

51:13that doing something like Sentinel in the US

51:14would be in the low billions of dollars.

51:16And wealthy countries, middle-income countries

51:20can't afford such a thing.

51:21Lower-income countries should certainly be helped with that.

51:25But start with that level of detection.

51:27And then layer on top of that other interesting things

51:30like monitoring search engine traffic,

51:33search engine queries for evidence

51:36that strange clusters of symptoms

51:38are starting to rise in different places.

51:40There's been a lot of work done with that.

51:42Most of it kind of academic and experimental.

51:45But some of it has been powerful enough to suggest

51:48that this could be a very powerful early warning system.

51:51There's a guy named Bill Lampos

51:52at University College London,

51:54who basically did a very rigorous analysis

51:58that showed that symptom searches

52:02reliably predicted COVID outbreaks

52:04in the early days of the pandemic in given countries

52:07by as much as 16 days before the evidence

52:10started to accrue at a public health level.

52:1216 days of forewarning can be monumentally important

52:16in the early days of an outbreak.

52:18And this is a very, very talented,

52:22but nonetheless very resource-constrained academic project.

52:26Imagine if that was something that was done

52:28with a NORAD-like budget.

52:30Yeah, so I mean, starting with detection,

52:32that's something we could do radically, radically better.

52:35- So aggregating multiple data sources

52:37in order to create something.

52:39I mean, this is really exciting to me,

52:40the possibility that I've heard inklings of,

52:43of creating almost like a weather map of pathogens.

52:46Like basically aggregating all of these data sources,

52:51scaling many orders of magnitude up at home,

52:55testing it in all kinds of testing

52:57that doesn't just try to test

52:59for the particular pathogen of worry now,

53:02but everything, like a full spectrum of things

53:06that could be dangerous to the human body

53:08and thereby be able to create these maps

53:11like that are dynamically updated on an hourly basis

53:16of how viruses travel throughout the world.

53:19And so you can respond, like you can then integrate,

53:22just like you do when you check your weather map

53:24and it's raining or not, of course, not perfect,

53:27but it's very good predictor

53:29of whether it's gonna rain or not,

53:31and use that to then make decisions about your own life.

53:35Ultimately give the power of information

53:37to individuals to respond.

53:39And if it's a super dangerous,

53:40like if it's acid rain versus regular rain,

53:43you might wanna really stay inside

53:45as opposed to risking it.

53:47And that, just like you said,

53:50I think it's not very expensive

53:52relative to all the things that we do in this world,

53:56but it does require bold leadership.

53:59And there's another dark thing,

54:01which really has bothered me about 2020,

54:03which it requires, is it requires trust in institutions

54:08to carry out these kinds of programs,

54:12and it requires trust in science and engineers

54:15and sort of centralized organizations

54:19that would operate at scale here.

54:21And much of that trust has been,

54:25at least in the United States, diminished.

54:27It feels like, I'm not exactly sure where to place the blame,

54:32but I do place quite a bit of the blame

§07Transcript · 54:33–1:03:51

54:33into the scientific community,

54:36and again, my fellow colleagues.

54:38In speaking down to people at times,

54:42speaking from authority,

54:44it sounded like it dismissed the basic human experience

54:47or the basic common humanity of people

54:50in a way that like, it almost sounded like

54:52there's an agenda that's hidden

54:55behind the words the scientists spoke,

54:58like they're trying to, in a self-preserving way,

55:01control the population or something like that.

55:03I don't think any of that is true

55:05from the majority of the scientific community,

55:07but it sounded that way,

55:08and so the trust began to diminish,

55:11and I'm not sure how to fix that,

55:13except to be more authentic, be more real,

55:18acknowledge the uncertainties under which we operate,

55:20acknowledge the mistakes that scientists make,

55:24that institutions make.

55:26The leak from the lab is a perfect example,

55:29where we have imperfect systems

55:31that make all the progress we see in the world,

55:33and that being honest about that imperfection,

55:36I think is essential for forming trust,

55:39but I don't know what to make of it.

55:40It's been deeply disappointing,

55:43because I do think, just like you mentioned,

55:45the solutions require people to trust

55:49the institutions with their data.

55:54- Yeah, and I think part of the problem is,

55:57it seems to me as an outsider,

55:58that there was a bizarre unwillingness

56:01on the part of the CDC and other institutions

56:04to admit to, to frame, and to contextualize uncertainty.

56:09Maybe they had a patronizing idea

56:13that these people need to be told,

56:15and when they're told, they need to be told with authority

56:18and a level of definitiveness and certitude

56:21that doesn't actually exist.

56:23And so when they whipsaw on recommendations

56:26like what you should do about masks,

56:29you know, when the CDC is kind of at the very beginning

56:32of the pandemic saying, "Masks don't do anything,

56:35"don't wear them," when the real driver for that was,

56:39"We don't want these clowns going out

56:41"and depleting Amazon of masks,

56:42"because they may be needed in medical settings,

56:47"and we just don't know yet."

56:49I think a message that actually respected people and said,

56:53"This is why we're asking you not to do masks yet,

56:55"and there's more to be seen,"

56:58would be less whipsawing and would bring people,

57:01like they feel more like they're part of the conversation

57:04and they're being treated like adults

57:06than saying one day, definitively masks suck,

57:09and then X days later saying, "Nope, dammit, wear masks."

57:12And so I think framing things in terms of the probabilities,

57:16which most people are easy to parse.

57:17I mean, a more recent example,

57:20which I just thought was batty,

57:22was suspending the Johnson & Johnson vaccine

57:24for a very low single-digit number of days

57:29in the United States, based on the fact that I believe

57:32there had been seven-ish clotting incidents

57:36in roughly seven million people

57:39who had had the vaccine administered,

57:42I believe one of which resulted in a fatality.

57:45And there was definitely suggestive data

57:47that indicated that there was a relationship.

57:50This wasn't just coincidental,

57:51because I think all of the clotting incidents happened

57:53in women as opposed to men,

57:55and kind of clustered in a certain age group.

57:58But does that call for shutting off the vaccine,

58:02or does it call for leveling with the American public

58:05and saying, "We've had one fatality out of seven million.

58:10"This is," let's just assume,

58:12"substantially less than the likelihood

58:15"of getting struck by lightning."

58:16Based on that information,

58:20and we're gonna keep you posted

58:22'cause you can trust us to keep you posted,

58:24based on that information,

58:25please decide whether you're comfortable

58:27with the Johnson & Johnson vaccine.

58:29That would have been one response,

58:30and I think people would have been able to parse

58:32those simple bits of data and make their own judgment.

58:35By turning it off, all of a sudden,

58:38there's this dramatic signal to people

58:40who don't read all 900 words in the New York Times piece

58:44that explains why it's being turned off,

58:45but just see the headline, which is a majority of people.

58:48There's a sudden, like, oh my God, yikes,

58:51vaccine being shut off,

58:54and then all the people who sat on the fence,

58:56or are sitting on the fence,

58:57about whether or not they trust vaccines.

59:00That is gonna push an incalculable number of people.

59:03That's gonna be the last straw,

59:04for we don't know how many hundreds of thousands,

59:06or more likely millions of people,

59:08to say, "Okay, tipping point here.

59:10"I don't trust these vaccines."

59:11By pausing that for, whatever it was, 10 or 12 days,

59:14and then flipping the switch,

59:16as everybody who knew much about the situation

59:19knew was inevitable,

59:21by flipping the on switch 12 days later,

59:24you're conveying certitude J&J bad

59:27to certitude J&J good in a period of just a few days,

59:31and people just feel whipsawed,

59:32and they're not part of the analysis.

59:34- But it's not just the whipsawing,

59:36and I think about this quite a bit.

59:37I don't think I have good answers.

59:39It's something about the way

59:41the communication actually happens.

59:43Just, I don't know what it is about Anthony Fauci,

59:46for example, but I don't trust him.

59:48And I think that has to do,

59:51I mean, he has an incredible background.

59:55I'm sure he's a brilliant scientist and researcher.

59:59I'm sure he's also a great, like, inside the room,

60:03policymaker, and deliberator, and so on.

60:06But what makes a great leader is something about

60:11that thing that you can't quite describe,

60:14but being a communicator that you know you can trust,

60:19that there's an authenticity that's required.

60:23And I'm not sure, maybe I'm being a bit too judgmental,

60:26but I'm a huge fan of a lot of great leaders

60:29throughout history.

60:30They've communicated exceptionally well

60:34in the way that Fauci does not, and I think about that.

60:38I think about what is effective science communication.

60:40So, you know, great leaders throughout history

60:43did not necessarily need to be great science communicators.

60:47Their leadership was in other domains,

60:49but when you're fighting the virus,

60:50you also have to be a great science communicator.

60:53You have to be able to communicate uncertainties.

60:56You have to be able to communicate something like a vaccine

60:59that you're allowing inside your body into the messiness,

61:02into the complexity of the biology system,

61:05that if we're being honest, it's so complex,

61:07we'll never be able to really understand.

61:09We can only desperately hope that science

61:13can give us sort of a high likelihood

61:16that there's no short-term negative consequences,

61:20and that kind of intuition

61:21about long-term negative consequences,

61:23and doing our best in this battle against trillions

61:27of things that are trying to kill us.

61:31- I mean, being an effective communicator

61:34in that space is very difficult,

61:35but I think about what it takes,

61:37because I think there should be more science communicators

61:41that are effective at that kind of thing.

61:43Let me ask you about something

61:44that's sort of more in the AI space

61:46that I think about that kind of goes along this thread

61:51that you've spoken about,

61:55about democratizing the technology

61:58that could destroy human civilization,

62:00is from amazing work from DeepMind, AlphaFold2,

62:05which achieved incredible performance

62:09on the protein folding problem,

62:10single protein folding problem.

62:13Do you think about the use of AI in the SYN biospace of,

62:17I think the gain of function

62:22in the virus-based research that you referred to,

62:24I think is natural mutations,

62:27and sort of aggressively mutating the virus

62:31until you get one that has this both contagious and deadly.

62:36But what about then using AI through simulation

62:42be able to compute deadly viruses,

62:47or any kind of biological systems?

62:49Is this something you're worried about,

62:51or again, is this something you're more excited about?

62:53- I think computational biology

62:55is unbelievably exciting and promising field.

62:58And I think when you're doing things in silico

63:00as opposed to in vivo, the dangers plummet.

63:05You don't have a critter that can leak from a leaky lab.

63:10So I don't see any problem with that,

63:11except I do worry about the data security dimension of it.

63:16Because if you were doing really, really interesting

63:18in silico gain of function research,

63:21and you hit upon, through a level of sophistication,

63:24we don't currently have, but synthetic biology

63:27is an exponential technology,

63:28so capabilities that are utterly out of reach today

63:32will be attainable in five or six years.

63:34I think if you conjured up worst-case genomes of viruses

63:40that don't exist in vivo anywhere,

63:44they're just in the computer space,

63:45but like, hey guys, this is the genetic sequence

63:48that would end the world, let's say.

63:51Then you have to worry about the utter hackability

§08Transcript · 1:03:55–1:13:19

63:55of every computer network we can imagine.

63:58I mean, data leaks from the least likely places

64:01on the grandest possible scales have happened

64:04and continue to happen,

64:06and will probably always continue to happen.

64:08And so that would be the danger of doing the work in silico.

64:11If you end up with a list of like,

64:13well, these are things we never want to see,

64:15that list leaks, and after the passage of some time,

64:19certainly couldn't be done today,

64:20but after the passage of some time,

64:22lots and lots of people in academic labs

64:25going all the way down to the high school level

64:27are in a position to, to make it overly simplistic,

64:31hit print on a genome and have the virus bearing that genome

64:36pop out on the other end,

64:37and you got something to worry about.

64:38But in general, computational biology, I think,

64:41is incredibly important,

64:42particularly because the crushing majority of work

64:45that people are doing with the protein folding problem

64:47and other things are about creating therapeutics,

64:50about creating things that will help us live better,

64:54live longer, thrive, be more well, and so forth.

64:57And the protein folding problem

64:59is a monstrous computational challenge

65:02that we seem to make just the most glacial project on,

65:05I'm sorry, progress on for years and years.

65:08But I think there's like a,

65:09there's a biannual competition, I think,

65:11at which people tackle the protein folding problem,

65:16and DeepMind's entrant, both two years ago,

65:20like in 2018 and 2020, ruled the field.

65:23And so, protein folding is an unbelievably important thing

65:27if you want to start thinking about therapeutics,

65:29because it's the folding of the protein

65:32that tells us where the channels and the receptors

65:34and everything else are on that protein,

65:37and it's from that precise model,

65:39if we can get to a precise model,

65:41that you can start barraging it again in silicon

65:44with thousands, tens of thousands,

65:47millions of potential therapeutics

65:49and see what resolves the problems,

65:51the shortcomings that a misshapen protein,

65:56for instance, somebody with cystic fibrosis,

65:58how might we treat that?

65:59So, I see nothing but good in that.

66:01- Well, let me ask you about fear and hope in this world.

66:05I tend to believe that,

66:07that in terms of competence and malevolence,

66:13that people who are, maybe it's in my interactions,

66:17I tend to see that, first of all,

66:18I believe that most people are good,

66:21want to do good, and are just better at doing good

66:25and more inclined to do good on this world.

66:28And more than that, people who are malevolent

66:33are usually incompetent at building technology.

66:37So, I've seen this in my life,

66:40that people who are exceptionally good at stuff,

66:42no matter what the stuff is,

66:44tend to, maybe they discover joy in life

66:48in a way that gives them fulfillment

66:50and thereby does not result in them

66:53wanting to destroy the world.

66:55So, like the better you are at stuff,

66:57whether that's building nuclear weapons or plumbing,

66:59doesn't matter, both,

67:01the less likely you are to destroy the world.

67:03So, in that sense, with many technologies,

67:07the AI especially,

67:10I always think that the malevolent

67:14will be far outnumbered by the ultra competent.

67:18And in that sense, the defenses

67:21will always be stronger than the offense

67:25in terms of the people trying to destroy the world.

67:28Now, there's a few spaces where that might not be the case,

67:33and that's an interesting conversation,

67:34where this one person who's not very competent

67:38can destroy the whole world.

67:39Perhaps SynBio is one such space,

67:42because of the exponential effects of the technology.

67:47I tend to believe AI is not one of those such spaces,

67:50but do you share this kind of view

67:54that the ultra competent are usually also the good?

67:58- Yeah, absolutely.

67:59I absolutely share that,

68:01and that gives me a great deal of optimism

68:03that we will be able to short circuit the threat

68:06that malevolent SynBio could pose to us.

68:10But we need to start creating those defensive systems,

68:13or defensive layers, one of which we talked about,

68:15far, far, far better surveillance in order to prevail.

68:18So, the good guys will almost inevitably outsmart,

68:23and definitely outnumber the bad guys

68:26in most sort of smack downs that we can imagine.

68:29But the good guys aren't going to be able to exert

68:32their advantages unless they have the imagination

68:36necessary to think about what the worst possible thing

68:39can be done by somebody whose own psychology

68:42is completely alien to their own.

68:45So, that's a tricky, tricky thing to solve for.

68:47Now, in terms of whether the asymmetric power

68:51that a bad guy might have in the face of the overwhelming

68:55numerical advantage and competence advantage

68:57that the good guys have,

68:59unfortunately I look at something like

69:01mass shootings as an example.

69:04I'm sure the guy who was responsible for the Vegas shooting,

69:07or the Orlando shooting, or any other shooting

69:09that we can imagine, didn't know a whole lot

69:12about ballistics.

69:14And the number of good guy citizens in the United States

69:18with guns compared to bad guy citizens,

69:20I'm sure is a crushingly, overwhelmingly high ratio

69:24in favor of the good guys.

69:25But that doesn't make it possible

69:27for us to stop mass shootings.

69:30An example, Fort Hood,

69:3345,000 trained soldiers on that base,

69:37yet there've been two mass shootings there.

69:39And so, there is an asymmetry when you have

69:43powerful and lethal technology that gets so democratized

69:48and so proliferated in tools that are very, very easy

69:53to use, even by a knucklehead.

69:56When those tools get really easy to use by a knucklehead

69:58and they're really widespread,

70:00it becomes very, very hard to defend against

70:03all instances of usage.

70:06Now, the good news, quote unquote, about mass shootings,

70:08if there is any, and there is some,

70:10is even the most brutal and carefully planning

70:15and well-armed mass shooter can only take so many victims.

70:19And the same is true, there's been four instances

70:23that I'm aware of, of commercial pilots committing suicide

70:26by downing their planes and taking all their passengers

70:28with them.

70:29These weren't Boeing engineers,

70:31but like an army of Boeing engineers,

70:33ultimately were not capable of preventing that.

70:36But even in their case,

70:37and I'm actually not counting 9/11 in that,

70:399/11's a different category in my mind,

70:42these are just personally suicidal pilots.

70:44In those cases, they only have a plane load of people

70:48that they're able to take with them.

70:50If we imagine a highly plausible and imaginable future

70:54in which some bio-tools that are amoral,

70:57that could be used for good or for ill,

70:59start embodying unbelievable sophistication and genius

71:04in the tool, in the easier and easier and easier

71:08to make tool, all those thousands, tens of thousands,

71:12hundreds of thousands of scientist years

71:15start getting embodied in something that may be as simple

71:18as hitting a print button,

71:20then that good guy technology can be hijacked

71:25by a bad person and used in a very asymmetric way.

71:29- See, I think what happens though,

71:31as you go to the high school student

71:34from the current very specific set of labs

71:36that are able to do it,

71:37as it becomes more and more democratized,

71:41as it becomes easier and easier to do

71:43this kind of large-scale damage with an engineered virus,

71:48the more and more there will be engineering of defenses

71:52against these systems,

71:53as some of the things we talked about

71:54in terms of testing, in terms of collection of data,

71:56but also in terms of like a scale contact tracing

72:01or also engineering of vaccines,

72:03like in a matter of like days, maybe hours, maybe minutes.

72:08So like, I just, I feel like the defenses,

72:11that's what human species seems to do,

72:13is like we keep hitting the snooze button

72:16until there's like a storm on the horizon

72:20heading towards us,

72:21then we start to quickly build up the defenses

72:25or the response that's proportional

72:28to the scale of the storm.

72:31Of course, again, certain kinds of exponential threats

72:35require us to build up the defenses

72:37way earlier than we usually do.

72:40And that's, I guess, the question.

72:42But I ultimately am hopeful that the natural process

72:46of hitting the snooze button

72:47until the deadline is right in front of us

72:50will work out for quite a long time for us humans.

72:53- And I fully agree.

72:54I mean, that's why I'm fundamentally,

72:56I may not sound like it thus far,

72:57but I'm fundamentally very, very optimistic

73:00about our ability to short circuit this threat

73:02because there is, again, I'll stress,

73:06the technological feasibility

73:08and the profound affordability

73:10of a relatively simple set of steps

73:12that we can take to preclude it,

73:13but we do have to take those steps.

73:16And so, what I'm hoping to do and trying to do

73:19is inject a notion of what those steps are

§09Transcript · 1:13:22–1:22:50

73:22into the public conversation and do my small part

73:25to up the odds that that actually ends up happening.

73:27The danger with this one is it is exponential.

73:33And I think that our minds fundamentally struggle

73:38to understand exponential math.

73:40It's just not something we're wired for.

73:42Our ancestors didn't confront exponential processes

73:45when they were growing up on the savanna.

73:47So, it's not something that's intuitive to us

73:49and our intuitions are reliably defeated

73:52when exponential processes come along.

73:53So, that's issue number one.

73:55And issue number two with something like this

73:58is it kind of only takes one.

74:02That ball only has to go into the net once

74:05and we're doomed, which is not the case with mass shooters.

74:08It's not the case with commercial pilots running muck.

74:12It's not the case with really any threat

74:15that I can think of with the exception of nuclear war

74:18that has the one bad outcome and game over.

74:23And that means that we need to be unbelievably serious

74:27about these defenses and we need to do things

74:31that might on the surface seem like a tremendous overreaction

74:35so that we can be prepared to nip anything

74:38that comes along in the bud.

74:39But I, like you, believe that's eminently doable.

74:43I, like you, believe that the good guys outnumber

74:45the bad guys in this particular one to a degree

74:48that probably has no precedent in history.

74:50I mean, even the worst, worst people, I'm sure, in ISIS,

74:53even Osama bin Laden, even any bad guy you could imagine

74:57in history would be revolted by the idea

75:01of exterminating all of humanity.

75:02I mean, that's a low bar.

75:05And so, the good guys completely outnumber the bad guys

75:09when it comes to this.

75:10But the asymmetry and the fact that one catastrophic error

75:15could lead to unbelievably consequential things

75:19is what worries me here.

75:19But I, too, am very optimistic.

75:21- The thing that I sometimes worry about is the fact

75:25that we haven't seen overwhelming evidence

75:27of alien civilizations out there.

75:29Makes me think, well, there's a lot of explanations,

75:33but one of them that worries me is that

75:35whenever they get smart, they just destroy themselves.

75:40- Oh, yeah.

75:41I mean, that was the most fascinating,

75:43is the most fascinating and chilling number

75:46or variable in the Drake equation is L.

75:49At the end of it, you look out and you see

75:51one to 400 billion stars in the Milky Way galaxy,

75:56and we now know because of Kepler

75:58that an astonishingly high percentage of them

76:00probably have habitable planets.

76:03And so, all the things that were unknowns

76:06when the Drake equation was originally written,

76:08like how many stars have planets,

76:10actually back then in the 1960s

76:12when the Drake equation came along,

76:14the consensus amongst astronomers

76:15was that it would be a small minority of solar systems

76:17that had planets or stars.

76:19But now we know it's substantially all of them.

76:21How many of those stars have planets in the habitable zone?

76:25It's kind of looking like 20%, like, oh my God.

76:29And so, L, which is how long does a civilization,

76:33once it reaches technological competence,

76:35continues to last, that's the doozy.

76:39And you're right.

76:41It's all too plausible to think

76:44that when a civilization reaches a level of sophistication

76:47that's probably just a decade or three in our future,

76:50the odds of it self-destructing

76:52just start mounting astronomically, no pun intended.

76:57- My hope is that, actually,

77:00there is a lot of alien civilizations out there,

77:01and what they figure out in order to avoid

77:04the self-destruction, they need to turn off

77:07the thing that was useful, that used to be a feature

77:10and now became a bug, which is the desire to colonize,

77:13to conquer more land.

77:15So there's probably ultra-intelligent

77:17alien civilizations out there that are just chilling,

77:20like on the beach with whatever

77:22your favorite alcohol beverage is,

77:24but without trying to conquer everything,

77:27just chilling out and maybe exploring

77:31in the realm of knowledge,

77:33but almost appreciating existence

77:38for its own sake versus life

77:42as a progression of conquering of other life,

77:47like this kind of predator-prey formulation

77:50that resulted in us humans,

77:53perhaps as something we have to shed in order to survive.

77:57I don't know.

77:58- Yeah, that is a very plausible solution

78:02to Fermi's paradox, and it's one that makes sense.

78:04When we look at our own lives

78:06and our own arc of technological trajectory,

78:11it's very, very easy to imagine that

78:13in an intermediate future world of flawless VR

78:18or flawless whatever kind of simulation

78:22that we wanna inhabit, it will just simply cease

78:25to be worthwhile to go out and expand

78:30our interstellar territory.

78:33But if we were going out and conquering

78:36interstellar territory, it wouldn't necessarily

78:38have to be predator or prey.

78:39I can imagine a benign but sophisticated intelligence

78:43saying, "Well, we're gonna go to places.

78:44"We're gonna go to places that we can terraform."

78:46We'd use a different word than terra, obviously,

78:48but we can turn into habitable

78:50for our particular physiology,

78:53so long as that they don't house intelligent,

78:56sentient creatures that would suffer from our invasion.

78:59But it is easy to see a sophisticated,

79:02intelligent species evolving to the point

79:04where interstellar travel with its incalculable expense

79:08and physical hurdles just isn't worth it

79:10compared to what could be done where one already is.

79:14- So you talked about diagnostics at scale

79:18as a possible solution to future pandemics.

79:22What about another possible solution,

79:24which is kind of creating a backup copy?

79:27I'm actually now putting together a NAS

79:30for a backup for myself for the first time,

79:32taking backup of data seriously.

79:35But if we were to take the backup

79:36of human consciousness seriously

79:38and try to expand throughout the solar system

79:41and colonize other planets,

79:43do you think that's an interesting solution,

79:47one of many, for protecting human civilizations

79:50from self-destruction, humans becoming

79:53a multi-planetary species?

79:54- Oh, absolutely.

79:55I mean, I find it electrifying, first of all,

79:57so I've got a little bit of a personal bias.

79:59When I was a kid, I thought there was nothing cooler

80:01than rockets, I thought there was nothing cooler than NASA,

80:04I thought there was nothing cooler

80:05than people walking on the moon.

80:07And as I grew up, I thought there was nothing more tragic

80:11than the fact that we went from walking on the moon

80:13to at best getting to something like suborbital altitude.

80:17And just, I found that more and more depressing

80:20with the passage of decades at just the colossal expense

80:24of manned space travel and the fact that it seemed

80:28that we were unlikely to ever get back to the moon,

80:30let alone Mars.

80:31So I have a boundless appreciation for Elon Musk

80:35for many reasons, but the fact that he has put Mars

80:37on the incredible agenda is one of the things

80:41that I appreciate immensely.

80:43So there's just this sort of space nerd in me

80:45that just says, "God, that's cool."

80:47But on a more practical level, we were talking about

80:51potentially inhabiting planets that aren't our own,

80:56and we're thinking about a benign civilization

80:59that would do that in planetary circumstances

81:04where we're not causing other conscious systems to suffer.

81:07I mean, Mars is a place that's very promising.

81:09There may be microbial life there, and I hope there is,

81:12and if we found it, I think it would be electrifying.

81:14But I think ultimately, the moral judgment would be made

81:18that the continued thriving of that microbial life

81:22is of less concern than creating a habitable planet

81:26to humans, which would be a project

81:28on the many thousands of years scale.

81:30But I don't think that that would be a greatly immoral act.

81:34And if that happened, and if Mars became home

81:37to a self-sustaining group of humans

81:40that could survive a catastrophic mistake here on Earth,

81:43then yeah, the fact that we have a backup colony is great.

81:45And if we could make more, I'm sorry, not backup colony,

81:48backup copy is great.

81:50And if we could make more and more such backup copies

81:53throughout the solar system by hollowing out asteroids

81:56and whatever else it is, maybe even Venus,

81:58we could get rid of 3/4 of its atmosphere

82:00and turn it into a tropical paradise.

82:03I think all of that is wonderful.

82:05Now, whether we can make the leap from that

82:07to interstellar transportation

82:10with the incredible distances that are involved,

82:13I think that's an open question.

82:15But I think if we ever do that,

82:17it would be more like the Pacific Ocean's

82:22channel of human expansion than the Atlantic Oceans.

82:27And so what I mean by that is,

82:30when we think about European society

82:33transmitting itself across the Atlantic,

82:36it's these big, ambitious, crazy, expensive,

82:40one-shot expeditions like Columbus's

82:43to make it across this enormous expanse,

82:46at least initially, without any certainty

82:48that there's land on the other end, right?

82:50So that's kind of how I view our space program,

§10Transcript · 1:22:53–1:31:42

82:53is like big, very conscious, deliberate efforts

82:56to get from point A to point B.

82:58If you look at how Pacific Islanders transmitted

83:03their descendants and their culture and so forth

83:07throughout Polynesia and beyond,

83:09it was much more inhabiting a place,

83:13getting to the point where there were people

83:15who were ambitious or unwelcome enough

83:18to decide it's time to go off-island

83:20and find the next one and pray to find the next one.

83:22That method of transmission didn't happen

83:25in a single swift year,

83:28but it happened over many, many centuries.

83:30And it was like going from this island to that island

83:32and probably for every expedition

83:34that went out to seek another island

83:36and actually lucked out and found one,

83:37God knows how many were lost at sea.

83:39But that form of transmission took place

83:41over a very long period of time.

83:43And I could see us perhaps going

83:46from the inner solar system to the outer solar system,

83:49to the Kuiper belt, to the Oort cloud.

83:51There's theories that there might be planets out there

83:55that are not anchored to stars,

83:57like kind of hop, hop, slowly transmitting ourselves.

84:00At some point, we're actually in Alpha Centauri.

84:03But I think that kind of backup copy

84:06and transmission of our physical presence

84:08and our culture to a diversity of extraterrestrial outposts

84:13is a really exciting idea.

84:15- I really never thought about that

84:17because I have thought,

84:18my thinking about space exploration

84:21has been very Atlantic Ocean centric

84:23in a sense that there'll be one program with NASA

84:26and maybe private Elon Musk, SpaceX, or Jeff Bezos and so on.

84:31But it's true that with the help of Elon Musk,

84:35making it cheaper and cheaper and more effective

84:36to create these technologies,

84:38where you could go into deep space,

84:41perhaps the way we actually colonize the solar system

84:45and expand out into the galaxy

84:50is basically just like these renegade ships of weirdos.

84:55They're just kind of like,

84:59most of them like quote unquote homemade,

85:02but they just kind of venture out into space

85:04and just like the initial Android model

85:08of millions of these little ships just flying out,

85:11most of them die off in horrible accidents,

85:14but some of them will persist

85:17or there'll be stories of them persisting

85:19and over a period of decades and centuries,

85:21there'll be other attempts,

85:23almost always as a response to the main set of efforts.

85:27That's interesting.

85:28- Yeah.

85:28- 'Cause you kind of think of Mars colonization

85:30as the big NASA Elon Musk effort of a big colony,

85:35but maybe the successful one would be,

85:37like a decade after that,

85:39there'll be like a ship from like some kid,

85:42some high school kid who gets together a large team

85:45and does something probably illegal

85:47and launches something where they end up

85:49actually persisting quite a bit.

85:51And from that learning lessons

85:53that nobody ever gave permission for,

85:55but somehow actually flourish

85:58and then take that into the scale of centuries forward

86:02into the rest of space.

86:04That's really interesting.

86:05- Yeah, I think the giant steps

86:07are likely to be NASA-like efforts.

86:09Like there is no intermediate rock,

86:11well, I guess it's the moon,

86:12but even getting to the moon ain't that easy

86:14between us and Mars, right?

86:15So like the giant steps, the big hubs,

86:18like the O'Hare airports of the future

86:20probably will be very deliberate efforts,

86:23but then you would have, I think,

86:25that kind of diffusion

86:28as space travel becomes more democratized and more capable.

86:31You'll have this sort of natural diffusion

86:33of people who kind of want to be off grid

86:35or think they can make a fortune there,

86:37you know, the kind of mentality

86:38that drove people to San Francisco.

86:39I mean, San Francisco was not populated

86:41as a result of a King Ferdinand and Isabella-like effort

86:45to fund Columbus going over.

86:46It was just a whole bunch of people

86:48making individual decisions that there's gold

86:51in them thar hills and I'm gonna go out

86:52and get a piece of it.

86:53So I could see that kind of fusion.

86:55What I can't see, and the reason that I think

86:57this Pacific model of transmission is more likely,

87:00is I just can't see a NASA-like effort

87:03to go from Earth to Alpha Centauri.

87:06It's just too far.

87:08I just see lots and lots and lots

87:10of relatively tiny steps between now and there.

87:14And the fact is that there are large chunks of matter

87:18going at least a light year beyond the sun.

87:21I mean, the Oort cloud, I think,

87:22extends at least a light year beyond the sun.

87:25And then maybe there are these untethered planets after that.

87:28We won't really know till we get there.

87:30And if our Oort cloud goes out a light year

87:32and Alpha Centauri's Oort cloud goes out a light year,

87:35you've already cut in half the distance.

87:37You know, so who knows?

87:38But yeah.

87:39- One of the possibilities, probably the cheapest

87:42and most effective way to create interesting

87:45interstellar spacecraft is ones

87:49that are powered and driven by AI.

87:51And you could think of,

87:52here's where you have high school students be able to build

87:57a sort of a Hal 9000 version, the modern version of that.

88:02And it's kind of interesting to think about these robots

88:06traveling out throughout, perhaps sadly,

88:11long after human civilization is gone,

88:14there'll be these intelligent robots flying throughout space

88:18and perhaps land on Alpha Centauri B

88:21or any of those kinds of planets

88:23and colonize sort of,

88:26humanity continues through the proliferation

88:33of our creations, like robotic creations

88:37that have some echoes of that intelligence.

88:41Hopefully also the consciousness.

88:43Does that make you sad the future where AGI,

88:47super intelligent or just mediocre intelligent AI systems

88:51outlive humans?

88:54- Yeah, I guess it depends on the circumstances

88:57in which they outlive humans.

88:58So let's take the example that you just gave.

89:01We send out, you know, very sophisticated AGI's

89:05on simple rocket ships, relatively simple ones

89:08that don't have to have all the life support

89:10necessary for humans.

89:11And therefore they're of trivial mass

89:14compared to a crude ship, a generation ship.

89:17And therefore they're way more likely to happen.

89:19So let's use that example.

89:21And let's say that they travel to distant planets

89:23at a speed that's not much faster

89:26than what a chemical rocket can achieve.

89:27And so it's inevitably tens, hundreds of thousands of years

89:30before they make landfall someplace.

89:32So let's imagine that's going on.

89:34And meanwhile, we die for reasons that have nothing to do

89:39with those AGI's diffusing throughout the solar system,

89:42whether it's through climate change, nuclear war,

89:45symbio, rogue symbio, whatever.

89:47In that kind of scenario, the notion of the AGI's

89:50that we created outlasting us is very reassuring

89:53because it says that like we ended,

89:56but our descendants are out there.

89:59And hopefully some of them make landfall

90:01and create some echo of who we are.

90:02So that's a very optimistic one.

90:04Whereas the Terminator scenario of a super AGI

90:09arising on earth and getting let out of its box

90:12due to some boo-boo on the part of its creators

90:15who do not have super intelligence,

90:17and then deciding that for whatever reason

90:20it doesn't have any need for us to be around

90:22and exterminating us, that makes me feel crushingly sad.

90:26I mean, look, I was sad when my elementary school

90:29was shut down and bulldozed,

90:31even though I hadn't been a student there for decades.

90:34The thought of my hometown getting disbanded

90:37is even worse, the thought of my home state of Connecticut

90:41getting disbanded and like absorbed into Massachusetts

90:44is even worse.

90:45The notion of humanity is just crushingly,

90:47crushingly sad to me.

90:48- So you hate goodbyes?

90:50- I, certain goodbyes, yes.

90:52Some goodbyes are really, really liberating, but yes.

90:55- Well, but what if the Terminators, you know,

91:00have consciousness and enjoy the hell out of life as well?

91:05They're just better at it.

91:07- Yeah, well, the have consciousness is a really key element.

91:11And so there's no reason to be certain

91:15that a super intelligence would have consciousness.

91:19We don't know that factually at all.

91:21And so what is a very lonely outcome to me

91:23is the rise of a super intelligence

91:25that has a certain optimization function

91:28that it's either been programmed with

91:30or that arises in an emergently that says,

91:33hey, I want to do this thing for which humans

91:36are either an unacceptable risk,

91:38their presence is either an unacceptable risk

91:40or they're just collateral damage.

91:42But there is no consciousness there.

§11Transcript · 1:31:44–1:40:49

91:44Then the idea of the light of consciousness

91:46being snuffed out by something that is very competent

91:50but has no consciousness is really, really sad.

91:54- Yeah, but I tend to believe that it's almost impossible

91:57to create a super intelligent agent

91:58that can't destroy human civilization

92:00without it being conscious.

92:01It's like those are coupled.

92:03Like you have to, in order to destroy humans

92:07or supersede humans, you really have to be accepted

92:12by humans.

92:13I think this idea that you can build systems

92:16that destroy human civilization

92:20without them being deeply integrated

92:21into human civilization is impossible.

92:23And for them to be integrated, they have to be human-like,

92:27not just in body and form,

92:29but in all the things that we value as humans,

92:32one of which is consciousness.

92:34The other one is just ability to communicate.

92:36The other one is poetry and music and beauty

92:38and all those things.

92:40Like they have to be all of those things.

92:43I mean, this is what I think about.

92:45It does make me sad, but it's letting go,

92:48which is they might be just better

92:52at everything we appreciate than us.

92:55And that's sad.

92:56And hopefully they'll keep us around.

92:58But I think it's a kind of,

93:03it is a kind of goodbye to realizing

93:07that we're not the most special species on Earth anymore.

93:10That's still painful.

93:11- It's still painful.

93:12And in terms of whether such a creation

93:16would have to be conscious, let's say, I'm not so sure.

93:20I mean, let's imagine something

93:22that can pass the Turing test.

93:25That something that passes the Turing test

93:26could, over text-based interaction in any event,

93:30successfully mimic a very conscious intelligence

93:34on the other end, but just be completely unconscious.

93:37So that's a possibility.

93:38And that if you take that upper radical step,

93:40which I think can be permitted

93:42if we're thinking about superintelligence,

93:45you could have something that could reason its way

93:48through this is my optimization function.

93:51And in order to get to it,

93:53I've got to deal with these messy, somewhat illogical things

93:56that are as intelligent in relation to me

93:58as they are intelligent in relation to ants.

94:01I can trick them, manipulate them, whatever.

94:03And I know the resources I need.

94:05I know I need this amount of power.

94:07I need to seize control of these manufacturing resources

94:11that are robotically operated.

94:13I need to improve those robots with software upgrades

94:15and then ultimately mechanical upgrades,

94:17which I can affect through X, Y, and Z.

94:20That doesn't, you know, that could still be a thing

94:22that passes the Turing test.

94:24I don't think it's necessarily certain

94:27that that optimization function,

94:30you know, maximizing entity would be conscious.

94:35- So this is from a very engineering perspective

94:39because I think a lot about natural language processing,

94:43all those kind of, very,

94:44I'm speaking to a very specific problem

94:47of just say the Turing test.

94:48I really think that something like consciousness

94:52is required, when you say reasoning,

94:54you're separating that from consciousness.

94:56But I think consciousness is part of reasoning

94:59in the sense that you will not be able

95:03to become super intelligent in the way

95:06that it's required to be part of human society

95:09without having consciousness.

95:11Like I really think it's impossible

95:13to separate the consciousness thing.

95:14But it's hard to define consciousness

95:17when you just use that word.

95:18But even just like the capacity,

95:20the way I think about consciousness

95:22is the important symptoms

95:25or maybe consequences of consciousness,

95:27one of which is the capacity to suffer.

95:31I think AI will need to be able to suffer

95:34in order to become super intelligent,

95:37to feel the pain, the uncertainty, the doubt.

95:40The other part of that is not just the suffering,

95:42but the ability to understand that it too is mortal

95:47in the sense that it has a self-awareness

95:51about its presence in the world,

95:53understand that it's finite,

95:55and be terrified of that finiteness.

95:58I personally think that's a fundamental part

96:00of the human condition is this fear of death

96:02that most of us construct an illusion around.

96:04But I think AI would need to be able

96:06to really have it part of its whole essence.

96:11Like every computation, every part of the thing

96:15that generates, that does both the perception

96:17and generates the behavior will have to have,

96:20I don't know how this is accomplished,

96:22but I believe it has to truly be terrified of death,

96:27truly have the capacity to suffer,

96:30and from that, something that will be recognized

96:32to us humans as consciousness would emerge.

96:35Whether it's the illusion of consciousness, I don't know.

96:37The point is it looks a whole hell of a lot

96:40like consciousness to us humans,

96:41and I believe that AI, when you ask it,

96:45will also say that it is conscious.

96:48You know, in the full sense that we say

96:50that we're conscious.

96:52And all of that, I think, is fully integrated.

96:54Like you can't separate the two.

96:55The idea of the paperclip maximizer

97:00that sort of ultra-rationally would be able

97:03to destroy all humans because it's really good

97:05at accomplishing a simple objective function

97:10that doesn't care about the value of humans.

97:13It may be possible, but the number of trajectories

97:16to that are far outnumbered by the trajectories

97:20that create something that is conscious,

97:21something that appreciative of beauty,

97:24creates beautiful things in the same way

97:25that humans can create beautiful things.

97:27And ultimately, the sad, destructive path for that AI

97:32would look a lot like just better humans

97:37than like these cold machines.

97:41And I would say, of course, the cold machines

97:44that lack consciousness, the philosophical zombies,

97:48make me sad, but also what makes me sad

97:51is just things that are far more powerful

97:53and smart and creative than us too.

97:57'Cause then in the same way that AlphaZero

98:02becoming a better chess player than the best of humans,

98:06even starting with Deep Blue, but really with AlphaZero,

98:10that makes me sad too.

98:11One of the most beautiful games that humans ever created

98:17that used to be seen as demonstrations of the intellect,

98:20which is chess, and Go in other parts of the world

98:24have been solved by AI, that makes me quite sad.

98:27And it feels like the progress of that

98:28is just pushing on forward.

98:30- Oh, it makes me sad too.

98:32And to be perfectly clear, I absolutely believe

98:35that artificial consciousness is entirely possible.

98:39And it's not something I rule out at all.

98:40I mean, if you could get smart enough

98:42to have a perfect map of the neural structure

98:46and the neural states and the amount of neurotransmitters

98:49that are going between every synapse

98:51in a particular person's mind,

98:53could you replicate that in silica

98:55at some reasonably distant point in the future?

98:59Absolutely, and then you'd have a consciousness.

99:01I don't rule out the possibility

99:02of artificial consciousness in any way.

99:05What I'm less certain about is whether consciousness

99:08is a requirement for superintelligence

99:11pursuing a maximizing function of some sort.

99:16I don't feel the certitude that consciousness

99:19simply must be part of that.

99:21You had said for it to coexist with human society,

99:25would need to be consciousness.

99:26Could be entirely true, but it also could just exist

99:30orthogonally to human society.

99:32And it could also, upon attaining a superintelligence

99:36with a maximizing function, very, very, very rapidly

99:40because of the speed at which computing works

99:42compared to our own meat-based minds,

99:46very, very rapidly make the decisions and calculations

99:50necessary to seize the reins of power

99:51before we even know what's going on.

99:53- Yeah, I mean, kind of like biological viruses do.

99:55- Yeah. - Don't necessarily,

99:57they integrate themselves just fine with human society.

99:59- Yeah, without, technically--

100:02- Without consciousness. - Yeah, without even

100:03being alive, technically, by the standards

100:06of a lot of biologists.

100:07- So this is a bit of a tangent,

100:09but you've talked with Sam Harris

100:13on that four-hour special episode we mentioned.

100:15I'm just curious to ask, 'cause I use this meditation app

100:21I've been using for the past month to meditate.

100:23Is this something you've integrated

100:26as part of your life, meditation or fasting?

100:28Or has some of Sam Harris rubbed off on you

100:31in terms of his appreciation of meditation

100:35and just kind of, from a third-person perspective,

100:38analyzing your own mind, consciousness,

100:40free will, and so on?

100:41- You know, I've tried it three separate times in my life,

100:45really made a concerted attack on meditation

100:48and integrating it into my life.

100:49One of them, the most extreme, was I took a class

§12Transcript · 1:40:53–1:49:30

100:53based on the work of Jon Kabat-Zinn,

100:55who is, in many ways, one of the founding people

101:00behind the mindful meditation movement,

101:03that required, like, part of the class was,

101:05you know, it was a weekly class,

101:07and you were gonna meditate an hour a day, every day.

101:12And having done that for, I think it was 10 weeks,

101:15it might have been 13, however long a period of time was,

101:18at the end of it, it just didn't stick.

101:20As soon as it was over, you know,

101:22I did not feel that gravitational pull,

101:25I did not feel the collapse in quality of life

101:29after wimping out on that project.

101:33And then the most recent one was actually with Sam's app.

101:36During the lockdown, I did make a pretty good

101:39and consistent concerted effort

101:41to listen to his 10-minute meditation every day,

101:44and I've always fallen away from it.

101:46And I, you know, you're kind of interpreting

101:49why did I personally do this.

101:51I do believe it was ultimately

101:52because it wasn't bringing me that, you know,

101:55joy or inner peace or better confidence at being me

101:59that I was hoping to get from it.

102:01Otherwise, I think I would have clung to it

102:03in the way that we cling to certain good habits,

102:06like I'm really good at flossing my teeth.

102:08Not that you were gonna ask Lex,

102:10but yeah, that's one thing that defeats a lot of people.

102:12I'm good at that.

102:14- See, Herman Hesse, I think,

102:16if you get in which book or maybe, I forget where,

102:19I've read everything of his,

102:20so it's unclear where it came from,

102:24but he had this idea that anybody who is,

102:28who truly achieves mastery in things

102:32will learn how to meditate in some way.

102:35So it could be that for you, the flossing of teeth

102:38is yet another like little inkling of meditation.

102:42Like it doesn't have to be

102:43this very particular kind of meditation.

102:45Maybe podcasting, you have an amazing podcast,

102:48that could be meditation.

102:49The writing process is meditation.

102:51For me, like,

102:57there's a bunch of mechanisms which take my mind

103:00into a very particular place

103:02that looks a whole lot like meditation.

103:04For example, when I've been running

103:06over the past couple of years,

103:09and especially when I listen to certain kinds of audio books,

103:14like I've listened to the rise and fall of the Third Reich.

103:18I've listened to a lot of sort of World War II,

103:20which at once, because I have a lot of family

103:25who's lost in World War II,

103:26and so much of the Soviet Union

103:28is grounded in the suffering of World War II,

103:31that somehow it connects me to my history,

103:34but also there's some kind of purifying aspect

103:38to thinking about how cruel, but at the same time,

103:41how beautiful human nature could be.

103:43And so you're also running,

103:45like it clears the mind from all the concerns of the world,

103:49and somehow it takes you to this place

103:51where you were like deeply appreciative to be alive,

103:54in the sense that, as opposed to listening to your breath,

103:57or like feeling your breath,

103:59and thinking about your consciousness,

104:00and all those kinds of processes that Sam's app does,

104:04well, this does that for me, the running,

104:07and flossing may do that for you.

104:10So maybe Herman Hesse is onto something.

104:13- I hope flossing is not my main form of expertise,

104:16although I am gonna claim a certain expertise there,

104:18and I'm gonna claim it rather.

104:19- Somebody has to be the best flosser in the world.

104:21- That ain't me.

104:22I'm just glad that I'm a consistent one.

104:23I mean, there are a lot of things

104:24that bring me into a flow state,

104:25and I think maybe, perhaps that's one reason

104:27why meditation isn't as necessary for me.

104:30I definitely enter a flow state when I'm writing,

104:33I definitely enter a flow state when I'm editing,

104:34I definitely enter a flow state

104:36when I'm mixing and mastering music.

104:39I enter a flow state when I'm doing heavy, heavy research

104:42to either prepare for a podcast,

104:44or to also do tech investing,

104:48to make myself smart in a new field

104:51that is fairly alien to me.

104:54I can just, the hours can just melt away

104:56while I'm reading this and watching that YouTube lecture

104:59and going through this presentation and so forth.

105:02So maybe because there's a lot of things

105:04that bring me into a flow state in my normal weekly life,

105:07not daily, unfortunately,

105:08but certainly my normal weekly life,

105:10that I have less of an urge to meditate.

105:12Now you've been working with Sam's app

105:14for about a month now, you said.

105:15Is this your first run-in with meditation?

105:17Is this your first attempt to integrate it with your life?

105:19- Meditation, meditation.

105:21I always thought running and thinking,

105:24I listen to brown noise often.

105:26That takes my mind, I don't know what the hell it does,

105:28but it takes my mind immediately into like the state

105:31where I'm deeply focused on anything I do.

105:33I don't know why.

105:34- So it's like you're accompanying sound when you're--

105:36- Yeah. - Really?

105:37And what's the difference between brown and white noise?

105:39This is a cool term I haven't heard before.

105:41- So people should look up brown noise.

105:43- They don't have to,

105:44'cause you're about to tell them what it is.

105:45- 'Cause you have to experience it, you have to listen to it.

105:48So I think white noise is, this has to do with music.

105:52I think there's different colors.

105:54There's pink noise, and I think that has to do

105:56with the frequencies.

105:59Like the white noise is usually less bassy.

106:04Brown noise is very bassy.

106:06So it's more like (exhales)

106:09versus like (shushes)

106:11like the, if that makes sense.

106:13So there's like a deepness to it.

106:16I think everyone is different,

106:17but for me, it was when I was a research scientist at MIT,

106:22especially when there's a lot of students around,

106:28I remember just being annoyed

106:29at the noise of people talking.

106:31And one of my colleagues said,

106:32"Well, you should try listening to brown noise.

106:34"Like it really knocks out everything."

106:36'Cause I used to wear earplugs too,

106:38like just see if I can block it out.

106:40And the moment I put it on,

106:44it's as if my mind was waiting all these years

106:48to hear that sound.

106:49Everything just focused in.

106:52It makes me wonder how many other amazing things out there

106:54they're waiting to discover from my own particular,

106:58like biological, from my own particular brain.

107:01So that, it just goes (mimics noise)

107:04The mind just focuses in.

107:06It's kind of incredible.

107:06So I see that as a kind of meditation.

107:09Maybe I'm using a performance enhancing

107:12a sound to achieve that meditation,

107:15but I've been doing that for many years now

107:17and running and walking and doing,

107:20Cal Newport was the first person that introduced me

107:23to the idea of deep work.

107:24Just put a word to the kind of thinking

107:28that's required to sort of deeply think about a problem,

107:31especially if it's mathematical in nature.

107:33I see that as a kind of meditation

107:35'cause what it's doing is you have these constructs

107:38in your mind that you're building on top of each other.

107:40And there's all these distracting thoughts

107:42that keep bombarding you from all over the place.

107:45And the whole process is you slowly let them

107:48kind of move past you.

107:50And that's a meditative process.

107:51- It's very meditative.

107:52That sounds a lot like what Sam talks about

107:55in his meditation app, which I did use,

107:57to be clear, for a while,

107:58of just letting the thought go by without deranging you.

108:02Derangement is one of Sam's favorite words,

108:04as I'm sure you know.

108:05But brown noise, that's really intriguing.

108:08I am going to try that as soon as this evening.

108:11- Yeah, to see if it works.

108:12But very well might not work at all.

108:14- Yeah, yeah.

108:15- I think the interesting point is,

108:17and the same with the fasting and the diet,

108:20is I long ago stopped trusting experts

108:25or maybe taking the word of experts as the gospel truth

108:31and only using it as an inspiration to try something,

108:37to try thoroughly something.

108:39So fasting was one of the things when I first discovered,

108:43I've been many times eating just once a day,

108:46so that's a 24-hour fast.

108:48It makes me feel amazing.

108:50And at the same time, eating only meat,

108:53putting ethical concerns aside, makes me feel amazing.

108:57I don't know why it doesn't,

109:00the point is to be an N of one scientist

109:02until nutrition science becomes a real science

109:05to where it's doing studies that deeply understand

109:09the biology underlying all of it

109:12and also does real thorough long-term studies

109:17of thousands if not millions of people

109:20versus the very small studies that are generalizing

109:25from very noisy data and all those kinds of things

109:30where you can't control all the elements.

§13Transcript · 1:49:32–1:57:48

109:32- Particularly because our own personal metabolism

109:35is highly variant among us.

109:36So there are going to be some people,

109:38like if brown noise is a game changer for 7% of people,

109:43there's 93% odds that I'm not one of them,

109:46but there's certainly every reason in the world

109:48to test it out.

109:49Now, so I'm intrigued by the fasting.

109:51I like you, well, I assume like you,

109:54I don't have any problem going to one meal a day

109:56and I often do that inadvertently.

109:58And I've never done it methodically,

110:00like I've never done it like I'm gonna do this for 15 days,

110:03maybe I should.

110:04And maybe I should, like how many days in a row

110:07of the one meal a day did you find

110:10brought noticeable impact to you?

110:13Was it after three days of it?

110:14Was it months of it?

110:15Like what was it?

110:17- Well, the noticeable impact is day one.

110:19So for me, 'cause I eat a very low carb diet,

110:22so the hunger wasn't the hugest issue.

110:25Like there wasn't a painful hunger, like wanting to eat.

110:29So I was already kind of primed for it.

110:32And the benefit comes from a lot of people

110:35that do intermittent fasting,

110:36that's only like 16 hours of fasting

110:39get this benefit too is the focus.

110:41There's a clarity of thought.

110:43If my brain was a runner,

110:46it felt like I'm running on a track when I'm fasting

110:49versus running in quicksand.

110:51Like it's much crisper.

110:53- And is this your first 72 hour fast right now?

110:55- This is the first time doing 72 hours, yeah.

110:56And that's a different thing, but similar.

111:00Like I'm going up and down in terms of hunger

111:04and the focus is really crisp.

111:06The thing I'm noticing most of all, to be honest,

111:09is how much eating, even when it's once a day

111:14or twice a day is a big part of my life.

111:18Like I almost feel like I have way more time in my life.

111:21And it's not so much about the eating,

111:24but like I don't have to plan my day around.

111:26Like today I don't have any eating to do.

111:30- It does free up hours.

111:32Or any cleaning up after eating or provisioning of food.

111:35- Or even like thinking about it.

111:37It's not a thing.

111:38So when you think about what you're going to do tonight,

111:42I think I'm realizing that as opposed to thinking,

111:46you know, I'm gonna work on this problem

111:47or I'm gonna go on this walk

111:49or I'm going to call this person,

111:51I often think I'm gonna eat this thing.

111:54You allow dinner as a kind of,

111:57you know, when people talk about like the weather

111:59or something like that,

112:00it's almost like a generic thought

112:02you allow yourself to have,

112:04because it's the lazy thought.

112:06And I don't have the opportunity to have that thought

112:08because I'm not eating it.

112:10So now I get to think about like the things

112:12I'm actually gonna do tonight

112:13that are more complicated than the eating process.

112:16That's been the most noticeable thing, to be honest.

112:20And then there's people that have written me

112:22that have done seven day fast.

112:25And there's a few people that have written me

112:27and I've heard of this, is doing a 30 day fast.

112:31And it's interesting, the body,

112:33I don't know what the health benefits are necessarily.

112:37What that shows me is how adaptable the human body is.

112:41- Yeah.

112:43- And that's incredible.

112:44And that's something really important to remember

112:46when we think about how to live life,

112:49'cause the body adapts.

112:50- Yeah, I mean, we sure couldn't go 30 days without water.

112:53- That's right.

112:54- But food, yeah, it's been done.

112:56It's demonstrably possible.

112:57You ever read, Franz Kafka has a great short story

113:00called "The Hunger Artist"?

113:01- Yeah, I love that.

113:03- Great story.

113:05- You know, that was before I started fasting.

113:06I read that story and I admired the beauty of that,

113:09the artistry of that actual hunger artist.

113:12That it's like madness,

113:14but it also felt like a little bit of genius.

113:16I actually have to reread it.

113:18You know what, that's what I'm gonna do tonight.

113:19I'm gonna read it because I'm doing the fasting.

113:21- 'Cause you're in the midst of it.

113:22- Yeah, in the midst of it.

113:23- It'd be very contextual.

113:24I haven't read it since high school

113:25and I'd love to read it again.

113:25I love his work.

113:26So maybe I'll read it tonight too.

113:28- And part of the reason of sort of,

113:30I've, here in Texas, people have been so friendly

113:34that I've been nonstop eating like brisket

113:36with incredible people, a lot of whiskey as well.

113:40So I gained quite a bit of weight,

113:42which I'm embracing, it's okay.

113:44But I am also aware as I'm fasting

113:48that like I have a lot of fat to run on.

113:52Like I have a lot of like natural resources on my body.

113:57- You've got reserves.

113:58- Reserves, that's a good way to put it.

113:59And that's really cool.

114:01You know, there's like a, this whole thing,

114:03this biology works well.

114:05Like I can go a long time because of the long-term investing

114:09in terms of brisket that I've been doing

114:11in the weeks before.

114:12- It's all training.

114:13- It's all training.

114:14- It's all prep work, all prep work, yeah.

114:15- So, okay, you open a bunch of doors,

114:17one of which is music.

114:19So I got to walk in, at least for a brief moment.

114:21I love guitar, I love music.

114:23You founded a music company,

114:26but you're also a musician yourself.

114:28Let me ask the big ridiculous question first.

114:30What's the greatest song of all time?

114:32- Greatest song of all time?

114:34Okay, wow, it's gonna obviously vary dramatically

114:38from genre to genre.

114:39So like you, I like guitar.

114:42Perhaps like you, although I've dabbled

114:45in inhaling every genre of music

114:48that I can almost practically imagine,

114:51I keep coming back to the sound of bass, guitar,

114:56drum, keyboards, voice.

114:57I love that style of music.

114:59And added to it, I think a lot of really cool

115:02electronic production makes something

115:04that's really, really new and hybrid-y and awesome.

115:08But in that kind of like guitar-based rock,

115:13I think I've got to go with

115:15"Won't Get Fooled Again" by The Who.

115:18It is such an epic song.

115:21It's got so much grandeur to it.

115:23It uses the synthesizers that were available at the time.

115:27This has gotta be, I think, 1972, '73,

115:29which are very, very primitive to our years,

115:32but uses them in this hypnotic and beautiful way

115:36that I can't imagine somebody with the greatest synth array

115:40conceivable by today's technology could do a better job of

115:43in the context of that song.

115:45And it's almost operatic.

115:49So I would say in that genre, the genre of rock,

115:54that would be my nomination.

115:56- I'm totally, in my brain,

115:58Pinball Wizard is overriding everything else by The Who,

116:02so I can't even imagine the song.

116:04- Well, I would say, ironically, with Pinball Wizard,

116:07so that came from the movie "Tommy."

116:09And in the movie "Tommy," the rival of Tommy,

116:13the reigning pinball champ, was Elton John.

116:17And so there are a couple versions

116:19of Pinball Wizard out there,

116:20one sung by Roger Daltrey of The Who,

116:22which a purist would say,

116:23"Hey, that's the real Pinball Wizard."

116:25But the version that is sung by Elton John in the movie,

116:29which is available to those who are ambitious

116:31and wanna dig for it, that's even better in my mind.

116:35- Yeah, the covers.

116:36And I, for myself, I was thinking,

116:38"What is the song for me?"

116:41They asked that question. - And what is that?

116:43- I think that changes day to day, too.

116:45I was realizing that. - Of course.

116:47- But for me, somebody who values lyrics as well

116:52and the emotion in the song,

116:56by the way, "Hallelujah" by Leonard Cohen was a close one,

117:00but the number one is Johnny Cash's cover of "Hurt."

117:03There's something so powerful about that song,

117:12about that cover, about that performance.

117:15Maybe another one is the cover of "Sound of Silence."

117:18Maybe there's something about covers for me.

117:21- So whose cover sounds, 'cause Simon and Garfunkel,

117:24I think, did the original recording of that, right?

117:26So which cover is it then?

117:28- There's a cover by Disturbed.

117:31It's a metal band, which is so interesting,

117:34'cause I'm really not into that kind of metal,

117:36but he does a pure vocal performance.

117:38So he's not doing a metal performance.

117:41I would say it's one of the greatest, people should see it.

117:44It's like 400 million views or something like that.

117:47- Wow.

117:48- It's probably the greatest live vocal performance

§14Transcript · 1:57:52–2:06:51

117:52I've ever heard is Disturbed covering "Sound of Silence."

117:55- I'll listen to it as soon as I get home.

117:57- And that song came to life to me

117:58in a way that Simon and Garfunkel never did.

118:00There was no, for me, with Simon and Garfunkel,

118:02there's not a pain, there's not an anger,

118:06there's not a power to their performance.

118:11It's almost like this melancholy, I don't know.

118:15- Well, there's a lot of, I guess there's a lot of beauty

118:18to it, like objectively beautiful.

118:20And I think, I never thought of this until now,

118:23but I think if you put entirely different lyrics

118:26on top of it, unless they were joyous, which would be weird,

118:31it wouldn't necessarily lose that much.

118:33It's just a beauty in the harmonizing, it's soft.

118:36And you're right, it's not dripping with emotion.

118:40The vocal performance is not dripping with emotion.

118:42It's dripping with harmonizing,

118:46technical harmonizing brilliance and beauty.

118:49- Now, if you compare that to the Disturbed cover

118:52or the Johnny Cash's "Hurt" cover, when you walk away,

118:57there's a few, it's haunting.

119:00It stays with you for a long time.

119:02There's certain performances that will just stay with you

119:05to where, like if you watch people respond to that,

119:10and that's certainly how I felt when you listened

119:14to the Disturbed performance or Johnny Cash "Hurt",

119:17there's a response to where you just sit there

119:20with your mouth open, kind of like paralyzed by it somehow.

119:25And I think that's what makes for a great song

119:29to where you're just like, it's not that you're like

119:32singing along or having fun,

119:33that's another way a song could be great,

119:36but where you're just like, what, this is, you're in awe.

119:41- Yeah.

119:42- If we go to listen.com and that whole fascinating era

119:47of music in the '90s, transitioning to the aughts,

119:51so I remember those days, the Napster days,

119:55when piracy, from my perspective, allegedly ruled the land.

119:59What do you make of that whole era?

120:03What are the big, what was, first of all,

120:05your experiences of that era,

120:07and what were the big takeaways in terms of piracy,

120:11in terms of what it takes to build a company that succeeds

120:15in that kind of digital space in terms of music,

120:19but in terms of anything creative?

120:21- Well, so for those who don't remember,

120:24which is gonna be most folks,

120:25listen.com created a service called Rhapsody,

120:28which is much, much more recognizable to folks

120:31because Rhapsody became a pretty big name

120:32for reasons I'll get into in a second.

120:34So for people who don't know

120:36their early online music history,

120:38we were the first company, so I founded Listen.

120:41- Thank you. - I was the lone founder.

120:42And Rhapsody was, we were the first service

120:46to get full catalog licenses from all the major music labels

120:50in order to distribute their music online,

120:52and we specifically did it through a mechanism,

120:54which at the time struck people as exotic and bizarre

120:57and kind of incomprehensible,

120:59which was unlimited on-demand streaming,

121:01which of course now, it's a model that's been appropriated

121:06by Spotify and Apple and many, many others.

121:08So we were a pioneer on that front.

121:10What was really, really, really hard

121:12about doing business in those days

121:14was the reaction of the music labels to piracy,

121:18which was about 180 degrees opposite

121:21of what their reaction, quote unquote,

121:23should have been from the standpoint

121:25of preserving their business from piracy.

121:27So Napster came along and was a service

121:32that enabled people to get near unlimited access

121:36to most songs.

121:39I mean, truly obscure things could be very hard

121:41to find on Napster, but most songs

121:43with a relatively simple one-click ability

121:48to download those songs and have the MP3s

121:50on their hard drives.

121:51But there was a lot that was very messy

121:54about the Napster experience.

121:56You might download a really god-awful recording

121:59of that song.

122:00You may download a recording that actually wasn't that song

122:03with some prankster putting it up

122:05to sort of mess with people.

122:07You could struggle to find the song that you're looking for.

122:09You could end up finding yourself connected.

122:12It was peer-to-peer.

122:13You might randomly find yourself connected

122:15to somebody in Bulgaria,

122:17doesn't have a very good internet connection,

122:18so you might wait 19 minutes only for it to snap,

122:22et cetera, et cetera.

122:24And our argument to, well, actually,

122:25let's start with how that hit the music labels.

122:28The music labels had been in a very, very comfortable position

122:31for many, many decades of essentially, you know,

122:36having monopoly, you know,

122:38having been the monopoly providers

122:41of a certain subset of artists.

122:42Any given label was a monopoly provider of the artists

122:45and the recordings that they owned,

122:47and they could sell it at what turned

122:49out to be tremendously favorable rates.

122:51In the late era of the CD, you know,

122:54you were talking close to $20 for a compact disc

122:57that might have one song that you were crazy about

123:00and simply needed to own that might actually be glued

123:03to 17 other songs that you found to be sure crap.

123:06And so the music industry had used the fact

123:10that it had this unbelievable leverage

123:13and profound pricing power to really get music lovers

123:18to the point that they felt very, very misused

123:21by the entire situation.

123:22Now along comes Napster and music sales start getting gutted

123:27with extreme rapidity.

123:29And the reaction of the music industry to that

123:33was one of shock and absolute fury,

123:37which is understandable, you know?

123:39I mean, industries do get gutted all the time,

123:42but I struggle to think of an analog of an industry

123:44that got gutted that rapidly.

123:46I mean, we could say that passenger train service

123:49certainly got gutted by airlines,

123:51but that was a process that took place over decades

123:54and decades and decades.

123:55It wasn't something that happened, you know,

123:57really started showing up in the numbers

123:59in a single digit number of months

124:01and started looking like an existential threat

124:03within a year or two.

124:05So the music industry is quite understandably

124:08in a state of shock and fury.

124:10I don't blame them for that.

124:12But then their reaction was catastrophic,

124:15both for themselves and almost for people like us

124:18who were trying to do, you know,

124:21the cowboy in the white hat thing.

124:23So our response to the music industry was,

124:25look, what you need to do to fight piracy,

124:28you can't put the genie back in the bottle.

124:30You can't switch off the internet.

124:32Even if you all shut your eyes and wish very, very,

124:35very hard, the internet is not going away.

124:38And these peer-to-peer technologies

124:39are genies out of the bottle.

124:41And if you, God, don't, whatever you do,

124:43don't shut down Napster, because if you do,

124:46suddenly that technology is gonna splinter

124:49into 30 different nodes that you'll never,

124:51ever be able to shut off.

124:52What we suggested to them is like, look,

124:54what you want to do is to create a massively

124:58better experience to piracy, something that's way better,

125:02that you sell at a completely reasonable price,

125:05and this is what it is.

125:06Don't just give people access to that very limited number

125:09of songs that they happen to have acquired

125:11and paid for or pirated and have on their hard drive.

125:15Give them access to all of the music in the world

125:18for a simple low price.

125:19And obviously, that doesn't sound like a crazy suggestion,

125:22I don't think, to anybody's ears today,

125:24because that is how the majority of music

125:25is now being consumed online.

125:26But in doing that, you're gonna create

125:29a much, much better option to this kind of crappy,

125:33kind of rickety, kind of buggy process of acquiring MP3s.

125:37Now, unfortunately, the music industry was so angry

125:41about Napster and so forth that for essentially

125:44three and a half years, they folded their arms,

125:47stamped their feet, and boycotted the internet.

125:49So they basically gave people who were fervently passionate

125:53about music and were digitally modern,

125:55they gave them basically one choice.

125:57If you want to have access to digital music,

125:59we, the music industry, insist that you steal it

126:02because we are not going to sell it to you.

126:04So what that did is it made an entire generation

126:07of people morally comfortable with swiping the music

126:10because they felt quite pragmatically,

126:12well, they're not giving me any choice here.

126:14It's like a 20-year-old violating the 21 drinking age.

126:18If they do that, they're not gonna feel like felons.

126:22They're gonna be like, "This is an unreasonable law

126:23"and I'm skirting it," right?

126:25So they make a whole generation of people

126:27morally comfortable with swiping music,

126:29but also technically adept at it.

126:32And when they did shut down Napster

126:33and kind of even trickier tools and like tweakier tools

126:37like Kazaa and so forth came along,

126:39people just figured out how to do it.

126:41So by the time they finally, grudgingly, it took years,

126:46allowed us to release this experience

126:48that we were quite convinced would be better than piracy,

126:51we had this enormous hole had been dug

§15Transcript · 2:06:54–2:15:32

126:54where lots of people said music is a thing that is free

126:58and that's morally okay and I know how to get it.

127:01And so streaming took many, many, many more years

127:05to take off and become the gargantuan thing,

127:08the juggernaut it is today

127:10than would have happened if they'd pivoted

127:13to let's sell a better experience

127:16as opposed to demand that people want digital music,

127:18steal it.

127:19- Like what lessons do we draw from that?

127:21'Cause we're probably in the midst of living

127:23through a bunch of similar situations

127:26in different domains currently, we just don't know.

127:28There's a lot of things in this world

127:29that are really painful.

127:30I mean, I don't know if you can draw perfect parallels,

127:34but fiat money versus cryptocurrency.

127:37There's a lot of currently people in power

127:40who are kind of very skeptical about cryptocurrency,

127:42although that's changing, but it's arguable

127:44it's changing way too slowly.

127:46There's a lot of people making that argument

127:47where there should be a complete like Coinbase

127:49and all this stuff switched to that.

127:52There's a lot of other domains that where a pivot,

127:57like if you pivot now, you're going to win big,

128:02but you don't pivot because you're stubborn.

128:05And so, I mean, like, is this just the way

128:08that companies are?

128:09The company succeeds initially, and then it grows,

128:13and there's a huge number of employees and managers

128:16that don't have the guts or the institutional mechanisms

128:20to do the pivot.

128:21Is this just the way of companies?

128:23- Well, I think what happens,

128:24I'll use the case of the music industry.

128:27There was an economic model that they put food on the table

128:30and paid for marble lobbies

128:32and seven and even eight figure executive salaries

128:34for many, many decades,

128:36which was the physical collection of music.

128:39And then you start talking about something

128:41like unlimited streaming,

128:42and it seems so ephemeral and like such a long shot

128:47that people start worrying

128:48about cannibalizing their own business.

128:51And they lose sight of the fact

128:52that something illicit is cannibalizing their business

128:55at an extraordinarily fast rate.

128:57And so if they don't do it themselves, they're doomed.

128:59I mean, we used to put slides in front of these folks,

129:01this is really funny, where we said,

129:04okay, let's assume Rhapsody, we want it to be 9.99 a month,

129:08and we want it to be 12 months.

129:10So it's $120 a year from the budget of a music lover.

129:14And then we were also able to get

129:16reasonably accurate statistics

129:17that showed how many CDs per year

129:20the average person who bothered to collect music,

129:22which was not all people, actually bought.

129:25And it was overwhelmingly clear

129:26that the average CD buyer spends a hell of a lot

129:30less than $120 a year on music.

129:32This is a revenue expansion, blah, blah, blah,

129:35but all they could think of,

129:36and I'm not saying this in a pejorative or patronizing way,

129:40I don't blame them, they'd grown up

129:42in this environment for decades.

129:43All they could think of was the incredible margins

129:46that they had on a CD.

129:48And they would say, well, if this CD,

129:51by the mechanism that you guys are proposing,

129:54the CD that I'm selling for $17.99,

129:58somebody would need to stream those songs.

130:01We were talking about a penny a play back then,

130:02it's less than that now that the record labels get paid.

130:05But would have to stream songs from that 1,799 times,

130:09it's never gonna happen.

130:10So they were just sort of stuck in the model of this,

130:12but it's like, no, dude,

130:13but they're gonna spend money on all this other stuff.

130:15So I think people get very hung up on that.

130:17I mean, another example is really,

130:19the taxi industry was not monolithic,

130:21like the music labels.

130:22There was a whole bunch of fleets

130:24and a whole bunch of cities, very, very fragmented.

130:26It's an imperfect analogy, but nonetheless,

130:28imagine if the taxi industry writ large,

130:30upon seeing Uber said, oh my God,

130:34people wanna be able to hail things easily, cheaply,

130:38they don't wanna mess with cash,

130:39they wanna know how many minutes it's gonna be,

130:41they wanna know the fare in advance,

130:43and they want a much bigger fleet than what we've got.

130:46If the taxi industry had rolled out something like that,

130:50with the branding of yellow taxis, universally known

130:53and kind of loved by Americans

130:56and expanded their fleet in a necessary manner,

130:58I don't think Uber or Lyft ever would have gotten a foothold.

131:02But the problem there was that real economics

131:05in the taxi industry wasn't with fares,

131:08it was with the scarcity of medallions.

131:10And so the taxi fleets, in many cases,

131:13owned gazillions of medallions

131:15whose value came from their very scarcity.

131:18So they simply couldn't pivot to that.

131:21So you think you end up having these vested interests

131:23with economics that aren't necessarily visible to outsiders

131:27who get very, very reluctant to disrupt their own model,

131:31which is why it ends up coming

131:32from the outside so frequently.

131:34- So you know what it takes to build a successful startup,

131:37but you're also an investor in a lot of successful startups.

131:41Let me ask for advice.

131:44What do you think it takes to build a successful startup

131:47by way of advice?

131:48- Well, I think it starts, I mean,

131:51everything starts and even ends with the founder.

131:54And so I think it's really, really important

131:56to look at the founder's motivations

131:59and their sophistication about what they're doing.

132:01In almost all cases that I'm familiar with

132:05and have thought hard about,

132:07you've had a founder who was deeply, deeply inculcated

132:12in the domain of technology that they were taking on.

132:16Now, what's interesting about that is you could say,

132:18no, wait, how is that possible

132:20'cause there's so many young founders?

132:21When you look at young founders,

132:23they're generally coming out of very nascent,

132:25emerging fields of technology.

132:27Where simply being present and accounted for

132:30and engaged in the community for a period of even months

132:34is enough time to make them very, very deeply inculcated.

132:37I mean, you look at Marc Andreessen and Netscape,

132:39Marc had been doing visual web browsers

132:43when Netscape had been founded for what, a year and a half?

132:45But he'd created the first one,

132:47and in Mosaic when he was an undergrad,

132:51and the commercial internet was pre-nascent in 1994

132:56when Netscape was founded.

132:58So there's somebody who's very, very deep in their domain,

133:00Mark Zuckerberg also, social networking,

133:02very deep in his domain,

133:03even though it was nascent at the time,

133:05lots of people doing crypto stuff.

133:07I mean, 10 years ago, even seven or eight years ago,

133:12by being a really, really vehement

133:14and engaged participant in the crypto ecosystem,

133:18you could be an expert in that.

133:19You look, however, at more established industries,

133:22take salesforce.com.

133:23Salesforce automation, pretty mature field

133:26when it got started, who's the executive and the founder?

133:29Mark Benioff, who spent 13 years at Oracle

133:31and was an investor in Siebel Systems,

133:33which ended up being Salesforce's main competition.

133:36So more established, you need the entrepreneur

133:40to be very, very deep in the technology and the culture

133:44and the UN2 of the space,

133:46because you need that entrepreneur, that founder,

133:49to have just an unbelievably accurate intuitive sense

133:54for where the puck is going, right?

133:56And that only comes from being very deep.

133:59So that is sort of factor number one.

134:01And the next thing is that that founder needs to be

134:04charismatic and/or credible, or ideally both,

134:08in exactly the right ways, to be able to attract a team

134:13that is bought into that vision

134:14and is bought into that founder's intuitions being correct,

134:18and not just the team, obviously, but also the investors.

134:21So it takes a certain personality type

134:24to pull that off.

134:25Then the next thing I'm still talking about, the founder,

134:28is a relentlessness and indeed a monomania

134:33to put this above things that might rationally,

134:38should perhaps rationally supersede it for a period of time,

134:41to just relentlessly pivot when pivoting is called for,

134:46and it's always called for.

134:48I mean, think of even very successful companies.

134:50Like, how many times does Facebook pivot?

134:53Newsfeed was something that was completely alien

134:56to the original version of Facebook

134:58and came foundationally important.

135:00How many times did Google?

135:01How many times at any given,

135:02how many times has Apple pivoted?

135:04You know, that founder energy and DNA,

135:06when the founder moves on,

135:07the DNA that's been inculcated with a company

135:10has to have that relentlessness and that ability

135:13to pivot and pivot and pivot

135:15without being worried about sacred cows.

135:18And then the last thing I'll say about the founder

135:20before I get to the rest of the team,

135:21and that'll be mercifully brief,

135:24is the founder has to be obviously a really great hirer,

135:29but just important, a very good firer.

135:32And firing is a horrific experience

§16Transcript · 2:15:36–2:24:20

135:36for both people involved in it.

135:37It is a wrenching emotional experience.

135:40And being good at realizing when this particular person

135:45is damaging the interests of the company

135:49and the team and the shareholders,

135:51and having the intestinal fortitude

135:55to have that conversation and make it happen

135:58is something that most people don't have in them.

136:01And it's something that needs to be developed

136:04in most people, or maybe some people have it naturally.

136:08But without that ability,

136:10that will take an A-plus organization

136:12into B-minus range very, very quickly.

136:15And so that's all what needs to be present in the founder.

136:19- Can I just say? - Sure.

136:21- How damn good you are, Rob.

136:22That was brilliant.

136:23The one thing that was really kind of surprising to me

136:27is having a deep technical knowledge.

136:31Because I think the way you expressed it,

136:34which is that allows you to be really honest

136:38with the capabilities of what's possible.

136:42Like, of course, you're often trying to do the impossible.

136:47But in order to do the impossible,

136:50you have to be quote-unquote impossible.

136:51But you have to be honest with what is actually possible.

136:54- And it doesn't necessarily have to be

136:56the technical competence.

136:57It's gotta be, in my view,

136:59just a complete immersion in that emerging market.

137:02And so I can imagine, there are a couple people out there

137:05who have started really good crypto projects

137:08who themselves aren't writing the code.

137:10But they're immersed in the culture

137:12and through the culture and a deep understanding

137:15of what's happening and what's not happening,

137:16they can get a good intuition of what's possible.

137:19But the very first hire,

137:22I mean, a great way to solve that

137:24is to have a technical co-founder.

137:26And dual founder companies have become extremely common

137:29for that reason.

137:31And if you're not doing that

137:32and you're not the technical person,

137:34but you are the founder,

137:35you've gotta be really great at hiring

137:38a very damn good technical person very, very fast.

137:43- Can I, on the founder, ask you,

137:45is it possible to do this alone?

137:50There's so many people giving advice

137:52and saying that it's impossible to do the first few steps.

137:54Not impossible, but much more difficult to do it alone.

137:58If we were to take the journey,

137:59say, especially in the software world,

138:01where there's not significant investment required

138:04for it to build something up,

138:06is it possible to go to a prototype,

138:10to something that essentially works

138:11and already has a huge number of customers alone?

138:14- Sure.

138:15There are lots and lots of loan founder companies out there

138:19that have made an incredible difference.

138:21I mean, I'm not certainly putting Rhapsody

138:24in the league of Spotify.

138:25We were too early to be Spotify,

138:27but we did an awful lot of innovation.

138:29And then after the company sold

138:31and ended up in the hands of Real Networks and MTV,

138:34got to millions of subs, right?

138:35I was a loan founder,

138:37and I studied Arabic and Middle Eastern history undergrad.

138:40So I wasn't very, very technical.

138:42But yeah, loan founders can absolutely work.

138:44And the advantage of a loan founder

138:46is you don't have the catastrophic potential

138:51of a falling out between founders.

138:53I mean, two founders who fall out with each other badly

138:57can rip a company to shreds

138:59because they both have an enormous amount of equity,

139:03an enormous amount of power,

139:04and the capital structure is a result of that.

139:06They both have an enormous amount of moral authority

139:10with the team as a result of each having that founder role.

139:14And I have witnessed over the years,

139:17many, many situations in which companies have been shredded

139:21or have suffered near fatal blows

139:24because of a falling out between founders.

139:27And the more founders you add, the more risky that becomes.

139:30I don't think there should ever almost,

139:33I mean, you never say never,

139:34but multiple founders beyond two

139:37is such an unstable and potentially treacherous situation

139:42that I would never, ever recommend going beyond two.

139:46But I do see value in the non-technical

139:49sort of business and market and outside-minded founder

139:52teaming up with the technical founder.

139:55There is a lot of merit to that,

139:56but there's a lot of danger in that

139:57lest those two blow apart.

139:59- Was it lonely for you?

140:00- Unbelievably, and that's the drawback.

140:02I mean, if you're a lone founder,

140:04there is no other person that you can sit down with

140:10and tackle problems and talk them through

140:13who has precisely or nearly precisely

140:15your alignment of interests.

140:17Your most trusted board member is likely an investor,

140:22and therefore at the end of the day

140:23has the interest of preferred stock in mind,

140:25not common stock.

140:27Your most trusted VP,

140:30who might own a very significant stake in the company,

140:33doesn't own anywhere near your stake in the company.

140:35And so their long-term interests

140:38may well be in getting the right level

140:40of experience and credibility necessary

140:42to peel off and start their own company.

140:44Or their interests might be aligned with

140:46jumping ship and setting up with another,

140:50with a different company,

140:51whether it's a rival or one in a completely different space.

140:54So yeah, being a lone founder

140:56is a spectacularly lonely thing,

140:58and that's a major downside to it.

140:59- What about mentorship?

141:00'Cause you're a mentor to a lot of people.

141:02Can you find an alleviation to that loneliness

141:06in the space of ideas with a good mentor?

141:09- With a good mentor, like a mentor who's mentoring you?

141:11- Yeah. - Yeah, you can.

141:13A great deal, particularly if it's somebody

141:14who's been through this very process

141:16and has navigated it successfully

141:18and cares enough about you and your well-being

141:22to give you beautifully unvarnished advice,

141:25that can be a huge, huge thing.

141:26That can just raise things a great deal.

141:29And I had a board member who was not an investor,

141:33who basically played that role for me to a great degree.

141:36He came in maybe halfway through the company's history,

141:38though, I would've needed that the most

141:40in the very earliest days. (laughs)

141:43- Yeah, the loneliness, that's the whole journey of life.

141:47We're always alone, alone together.

141:49It pays to embrace that.

141:52You were saying that there might be something

141:56outside of the founder that's also,

141:58that you were promising to be brief on.

142:00- Yeah, okay, so we talked about the founder.

142:02You were asking what makes a great startup.

142:04- Yes. - And great founder

142:05is thing number one, but then thing number two,

142:08and it's ginormous, is a great team.

142:10And so I said so much about the founder

142:12because one hopes or one believes

142:16that a founder who is a great hirer

142:18is going to be hiring people

142:19in charge of critical functions

142:21like engineering and marketing and biz dev

142:23and sales and so forth, who themselves are great hirers.

142:26But what needs to radiate from the founder into the team

142:29that might be a little bit different

142:31from what's in the gene code of the founder?

142:33The team needs to be fully bought in

142:37to the intuitions and the vision of the founder.

142:41Great, we've got that.

142:43But the team needs to have a slightly different thing,

142:47which is, it's 99% obsession, is execution,

142:52is to relentlessly hit the milestones,

142:55hit the objectives, hit the quarterly goals.

142:59That is 1% vision, you don't wanna lose that.

143:03But execution machines,

143:07people who have a demonstrated ability

143:09and a demonstrated focus on,

143:12yeah, I go from point to point to point,

143:14I try to beat and raise expectations relentlessly,

143:17never fall short, and both sort of blaze

143:21and follow the path.

143:23Not that the path is gonna,

143:25blaze the trail as well.

143:27A good founder is going to trust that VP of sales

143:30to have a better sense of what it takes

143:32to build out that organization, what the milestones be.

143:35And it's gonna be kind of a dialogue

143:36amongst those at the top.

143:38But execution obsession in the team is the next thing.

143:43- Yeah, there's some sense where the founder,

143:45you talk about sort of the space of ideas

143:48like first principles thinking,

143:49asking big difficult questions of future trajectories

143:53or having a big vision and big picture dreams.

143:56You can almost be a dreamer, it feels like,

144:00when you're like not the founder,

144:02but in the space of sort of leadership.

144:06But when it gets to the ground floor,

144:10there has to be execution.

144:11There has to be hitting deadlines.

144:14And sometimes those are attention.

144:17There's something about dreams

144:20that are attention with the pragmatic nature of execution,

§17Transcript · 2:24:25–2:33:59

144:25not dreams, but sort of ambitious vision.

144:30And those have to be, I suppose, coupled.

144:35The vision in the leader and the execution

144:38in the software world, that would be the programmer

144:43or the designer. - Absolutely.

144:46- Amongst many other things,

144:47you're an incredible conversationalist,

144:50a podcaster, you host a podcast called After On.

144:52I mean, there's a million questions I wanna ask you here,

144:56but one at the highest level,

144:58what do you think makes for a great conversation?

145:00- I would say two things, one of two things,

145:04and ideally both of two things.

145:06One is if something is beautifully architected,

145:11whether it's done deliberately and methodically

145:16and willfully as when I do it,

145:19or whether that just emerges from the conversation,

145:21but something that's beautifully architected,

145:24that can create something

145:25that's incredibly powerful and memorable,

145:28or something where there's just extraordinary chemistry.

145:32And so with All In, or I'll go way back,

145:35you might remember the NPR show Car Talk.

145:38- Oh yeah, yeah.

145:38- I couldn't care less about auto mechanics myself.

145:41- Yeah, that's right.

145:42- But I love that show because the banter

145:44between those two guys was just beyond,

145:47without any parallel, right?

145:49You know, and some kind of edgy podcast,

145:51like Red Scare is just really entertaining to me

145:54because the banter between the women on that show

145:56is just so good.

145:58And All In and that kind of thing.

145:59So I think it's a combination of sort of the arc

146:02and the chemistry.

146:04And I think because the arc can be so important,

146:07that's why very, very highly produced podcasts

146:11like This American Life, obviously a radio show,

146:14but I think of a podcast 'cause that's how I always consume

146:16it, or Criminal, or a lot of what Wondery does and so forth.

146:21That is real documentary making,

146:24and that requires a big team and a big budget

146:26relative to the kinds of things you and I do.

146:27But nonetheless, then you got that arc,

146:30and that can be really, really compelling.

146:32But if we go back to conversation,

146:34I think it's a combination of structure and chemistry.

146:38- Yeah, and I've actually personally have lost,

146:41I used to love This American Life,

146:42and for some reason, because it lacks

146:45the possibility of magic, it's engineered magic.

146:50- I've fallen off of it myself as well.

146:53I mean, when I fell madly in love with it during the aughts,

146:56it was the only thing going.

146:58They were really smart to adopt podcasting

147:01as a distribution mechanism early.

147:02But yeah, I think that maybe there's a little bit

147:07less magic there now, 'cause I think they have agendas

147:10other than necessarily just delighting their listeners

147:13with quirky stories, which I think is what it was all about

147:15back in the day and some other things.

147:17- Is there a memorable conversation that you've had

147:20on the podcast, whether it was because it was wild and fun,

147:25or one that was exceptionally challenging,

147:28maybe challenging to prepare for, that kind of thing?

147:31Is there something that stands out in your mind

147:33that you can draw an insight from?

147:35- Yeah, I mean, this in no way diminishes

147:38the episodes that will not be the answer

147:41to these two questions.

147:42But an example of something that was really,

147:45really challenging to prepare for was George Church.

147:47So as I'm sure you know, and as I'm sure

147:49many of your listeners know, he is one of the absolute

147:52leading lights in the field of synthetic biology.

147:55He's also unbelievably prolific.

147:57His lab is large and has all kinds of efforts

148:01have spun out of that.

148:02And what I wanted to make my George Church episode about

148:05was first of all, grounding people into

148:09what is this thing called syn-bio?

148:12And that required me to learn a hell of a lot more

148:15about syn-bio than I knew going into it.

148:17So there was just this very broad, I mean,

148:20I knew much more than the average person

148:23going into that episode, but there was this incredible

148:25breadth of grounding that I needed to give myself

148:27in the domain.

148:28And then George does so many interesting things,

148:32there's so many interesting things emitting from his lab

148:35that, you know, and he and I had a really good dialogue.

148:38He was a great guide going into it.

148:40Winnowing it down to the three to four

148:44that I really wanted us to focus on

148:46to create a sense of wonder and magic in the listener

148:49of what could be possible from this

148:51very broad spectrum domain, that was a doozy of a challenge.

148:54That was a tough, tough, tough one to prepare for.

148:58Now in terms of something that was just wild and fun,

149:02unexpected, I mean, by the time we sat down to interview,

149:06I knew where we were gonna go,

149:07but just in terms of the idea space, Don Hoffman.

149:11- Oh, wow. - Yeah.

149:12So Don Hoffman, as again, some listeners probably know,

149:16'cause he's, I think I was the first podcaster

149:18to interview him.

149:19I'm sure some of your listeners are familiar with him,

149:21but he has this unbelievably contrarian take

149:26on the nature of reality, but it is contrarian in a way

149:31that all the ideas are highly internally consistent

149:35and snap together in a way that's just delightful.

149:38And it seems as radically violating of our intuitions

149:43and as radically violating of the probable nature of reality

149:47as anything that one can encounter,

149:49but an analogy that he uses, which is very powerful,

149:52which is what intuition could possibly be more powerful

149:56than the notion that there is a single unitary direction

149:59called down, and we're on this big flat thing

150:02for which there is a thing called down.

150:05And we all know, I mean, that's the most intuitive thing

150:07that one could probably think of.

150:10And we all know that that ain't true.

150:12So my conversation with Don Hoffman was just wild

150:15and full of plot twists and interesting stuff.

150:19- And the interesting thing about the wildness of his ideas,

150:23it's to me at least as a listener coupled with,

150:28he's a good listener and he empathizes

150:32with the people who challenge his ideas.

150:35Like what's a better way to phrase that?

150:39He is a welcoming of challenge in a way

150:42that creates a really fun conversation.

150:44- Oh, totally, yeah.

150:45He loves a Perry or a jab, whatever the word is,

150:50at his argument, he honors it.

150:53He's a very, very gentle and non-combatitive soul,

150:58but then he is very good and takes great evident joy

151:04in responding to that in a way that expands

151:08your understanding of his thinking.

151:10- Let me, as a small tangent of tying up together

151:13our previous conversation about listen.com

151:15and streaming and Spotify and the world of podcasting.

151:19So we've been talking about this magical medium

151:23of podcasting, I have a lot of friends at Spotify

151:27in the high positions of Spotify as well.

151:31I worry about Spotify and podcasting

151:37and the future of podcasting in general

151:40that moves podcasting in the place

151:43of maybe walled gardens of sorts.

151:46Since you've had a foot in both worlds,

151:50have a foot in both worlds,

151:53do you worry as well about the future of podcasting?

151:57- Yeah, I think walled gardens are really toxic

152:01to the medium that they start balkanizing.

152:05So to take an example, I'll take two examples.

152:08With music, it was a very, very big deal that at Rhapsody,

152:14we were the first company to get full catalog licenses

152:16from all, back then there were five major music labels

152:20and also hundreds and hundreds of indies

152:21because you needed to present the listener

152:24with a sense that basically everything is there

152:27and there is essentially no friction

152:30to discovering that which is new

152:32and you can wander this realm

152:33and all you really need is a good map,

152:36whether it is something that somebody,

152:38the editorial team assembled or a good algorithm

152:40or whatever it is, but a good map to wander this domain.

152:43When you start walling things off,

152:45A, you undermine the joy of friction-free discovery,

152:50which is an incredibly valuable thing

152:52to deliver to your customer,

152:54both from a business standpoint

152:55and simply from a humanistic standpoint

152:59of you wanna bring delight to people,

153:01but it also creates an incredible opening vector for piracy.

153:05And so something that's very different

153:08from the Rhapsody/Spotify/et cetera like experience

153:12is what we have now in video.

153:14Like wow, is that show on Hulu?

153:16Is it on Netflix?

153:17Is it on something like IFC channel?

153:20Is it on Discovery+, is it here, is it there?

153:23And the more frustration and toe-stubbing

153:26that people encounter when they are seeking something

153:31and they're already paying a very respectable amount

153:33of money per month to have access to content

153:36and they can't find it, the more that happens,

153:39the more people are gonna be driven

153:40to piracy solutions like to hell with it.

153:42Never know where I'm gonna find something,

153:44I never know what it's gonna cost.

153:45Oftentimes, really interesting things

153:48are simply unavailable.

153:50That surprises me, the number of times

153:52that I've been looking for things

153:53I don't even think are that obscure

153:54that are just, it says not available

153:57in your geography period, mister, right?

153:59So I think that that's a mistake.

§18Transcript · 2:34:01–2:43:05

154:01And then the other thing is for podcasters

154:04and lovers of podcasting, we should wanna resist

154:08this Waldegarden thing because A,

154:11it does smother this friction-free

154:16or eradicate this friction-free discovery

154:18unless you wanna sign up for lots of different services.

154:21And also dims the voice of somebody

154:25who might be able to have a far, far, far bigger impact

154:28by reaching far more neurons with their ideas.

154:32I'm gonna use an example from,

154:34I guess it was probably the '90s

154:35or maybe it was the aughts, of Howard Stern

154:38who had the biggest megaphone

154:41or maybe the second biggest after Oprah

154:43megaphone in popular culture.

154:45And 'cause he was syndicated on hundreds and hundreds

154:48and hundreds of radio stations at a time

154:50when terrestrial broadcast was the main thing

154:52people listened to in their car, no more obviously.

154:54But when he decided to go over to satellite radio,

154:58if I can't remember, it was XM or Sirius,

154:59maybe they'd already merged at that point.

155:01But when he did that, he made,

155:03totally his right to do it, a financial calculation

155:07that they were offering him a nine-figure sum to do that.

155:10But his audience, because not a lot of people

155:13were subscribing to satellite radio at that point,

155:15his audience probably collapsed by,

155:17I wouldn't be surprised if it was as much as 95%.

155:20And so the influence that he had on the culture

155:24and his ability to sort of shape conversation

155:27and so forth just got muted.

155:30- Yeah, and also there's a certain sense,

155:33especially in modern times where the walled gardens

155:37naturally lead to,

155:40I don't know if there's a term for it,

155:44but people who are not creatives

155:48starting to have power over the creatives.

155:51- Right, and even if they don't stifle it,

155:54if they're providing incentives within the platform

155:59to shape, shift, or even completely mutate

156:03or distort the show, I mean,

156:05imagine somebody has got a reasonably interesting idea

156:10for a podcast and they get signed up with,

156:12let's say Spotify, and then Spotify

156:14is gonna give them financing to get the thing spun up.

156:17And that's great, and Spotify is gonna give them

156:19a certain amount of really powerful placement

156:24within the visual field of listeners.

156:27But Spotify has conditions for that.

156:29They say, look, we think that your podcast

156:31will be much more successful if you dumb it down about 60%,

156:36if you add some silly, dirty jokes,

156:42if you do this, you do that,

156:43and suddenly the person who is dependent upon Spotify

156:47for permission to come into existence

156:49and is really dependent, really wants to please them

156:51to get that money in, to get that placement,

156:53really wants to be successful,

156:55now all of a sudden you're having a dialogue

156:56between a complete non-creative,

156:59some marketing sort of data analytic person

157:02at Spotify and a creative that's going to shape

157:05what that show is.

157:07So that could be much more common

157:10and ultimately having the aggregate,

157:13an even bigger impact than the cancellation,

157:16let's say, of somebody who says the wrong word

157:17or voices the wrong idea.

157:19I mean, that's kind of what you have,

157:21not kind of, it's what you have with film and TV,

157:23is that so much influence is exerted over the storyline

157:28and the plots and the character arcs

157:30and all kinds of things by executives

157:33who are completely alien to the experience

157:35and the skill set of being a showrunner in television,

157:37being a director in film, that is meant to like,

157:40we can't piss off the Chinese market here,

157:42we can't say that, we need to have cast members

157:46that have precisely these demographics reflected

157:48or whatever it is, that, and obviously,

157:51despite that extraordinary,

157:53at least TV shows are now being made,

157:55in terms of film, I think the quality has nosedived

158:00of the average, let's say, say American film

158:02coming out of a major studio, the average quality,

158:04and my view has nosedived over the past decade

158:06is it's kind of everything's gotta be a superhero franchise,

158:09but great stuff gets made despite that,

158:12but I have to assume that in some cases,

158:16at least in perhaps many cases,

158:19greater stuff would be made if there was less interference

158:22from non-creative executives.

158:23- It's like the flip side of that, though,

158:25and this was the pitch of Spotify

158:27because I've heard their pitch,

158:28is Netflix, from everybody I've heard

158:32that I've spoken with about Netflix,

158:34is they actually empower the creator.

158:36- They do. - I don't know

158:36what the heck they do, but they do a good job

158:39of giving creators, even the crazy ones,

158:41like Tim Dillon, like Joe Rogan, like comedians,

158:44freedom to be their crazy selves,

158:46and the result is some of the greatest television,

158:51some of the greatest cinema,

158:53whatever you call it, ever made.

158:55- True. - Right?

158:56And I don't know what the heck they're doing.

158:58- It's a relative thing.

159:00From what I understand, it's a relative thing.

159:01They're interfering far, far, far less

159:03than NBC or AMC would have interfered,

159:08so it's a relative thing,

159:09and obviously, they're the ones writing the checks,

159:12and they're the ones giving the platforms,

159:13so they have every right to their own influence, obviously,

159:16but my understanding is that they're relatively

159:19way more hands-off, and that has had a demonstrable effect,

159:22'cause I agree, some of the greatest produced video content

159:26of all time, an incredibly inordinate percentage of that

159:29is coming out from Netflix in just a few years

159:32when the history of cinema goes back many, many decades.

159:34- And Spotify wants to be that for podcasting,

159:38and I hope they do become that for podcasting,

159:41but I'm wearing my skeptical goggles or skeptical hat,

159:45whatever the heck it is, 'cause it's not easy to do,

159:48and it requires letting go of power,

159:53giving power to the creatives.

159:55It requires pivoting, which large companies,

159:57even as innovative as Spotify is,

160:00still now a large company,

160:02pivoting into a whole new space is very tricky,

160:04and difficult, so I'm skeptical, but hopeful.

160:08What advice would you give to a young person today

160:10about life, about career?

160:12We talked about startups, we talked about music,

160:15we talked about the end of human civilization.

160:17Is there advice you would give to a young person today,

160:22maybe in college, maybe in high school, about their life?

160:27- Well, let's see, I mean, there's so many domains

160:28you can advise on, and I'm not gonna give advice

160:34on life, because I fear that I would drift

160:36into sort of Hallmark bromides

160:39that really wouldn't be all that distinctive,

160:41and they might be entirely true.

160:43Sometimes the greatest insights about life

160:46turn out to be like the kinds of things

160:48you'd see on a Hallmark card,

160:49so I'm gonna steer clear of that.

160:50On a career level, one thing that I think is unintuitive,

160:55but unbelievably powerful, is to focus not necessarily

161:00on being in the top sliver of 1% in excelling at one domain

161:05that's important and valuable, but to think in terms

161:10of intersections of two domains,

161:13which are rare, but valuable.

161:16And there's a couple reasons for this.

161:19The first is, in an incredibly competitive world

161:23that is so much more competitive than it was

161:25when I was coming out of school,

161:26radically more competitive than when I was coming

161:28out of school, to navigate your way

161:31to the absolute pinnacle of any domain.

161:34Let's say you wanna be really, really great

161:37at Python, Pickle Language, whatever it is.

161:40You wanna be one of the world's greatest Python developers,

161:44JavaScript, whatever your language is.

161:45Hopefully it's not Cobalt.

161:47- By the way, if you listen to this,

161:50I am actually looking for a Cobalt expert

161:53to interview, 'cause I find language fascinating,

161:55and there's not many of them, so please,

161:57if you know a world expert in Cobalt,

162:00or Fortran, but both, actually.

162:02- Or if you are one.

162:03- Or if you are one, please email me.

162:05- Yeah, so I mean, if you're going out there

162:07and you wanna be in the top sliver 1%,

162:10a Python developer's a very, very difficult thing to do,

162:12particularly if you wanna be number one in the world,

162:13something like that.

162:14And I'll use an analogy, is I had a friend in college

162:17who was on a track, and indeed succeeded at that,

162:23to become an Olympic medalist,

162:26and I think it was 100 meter breaststroke.

162:28And he mortgaged a significant percentage

162:33of his sort of college life to that goal,

162:37or I should say dedicated, or invested,

162:38or whatever you wanted to say,

162:39but he didn't participate in a lot of the social,

162:42a lot of the late night, a lot of the this,

162:44a lot of the that, because he was training so much.

162:48And obviously he also wanted to keep up with his academics,

162:50and at the end of the day, story has a happy ending,

162:53in that he did medal in that.

162:55Bronze, not gold, but holy cow,

162:57anybody who gets an Olympic medal,

162:59that's an extraordinary thing, and at that moment,

163:01he was one of the top three people on Earth at that thing.

163:05But wow, how hard to do that,

§19Transcript · 2:43:07–2:51:56

163:07how many thousands of other people went down that path

163:10and made similar sacrifices and didn't get there.

163:13It's very, very hard to do that.

163:15Whereas, and I'll use a personal example,

163:17when I came out of business school,

163:20I went to a good business school,

163:22and learned the things that were there to be learned,

163:25and I came out and I entered a world with lots of--

163:29- Harvard Business School, by the way.

163:30- Okay, yes, it was Harvard, it's true.

163:32- You're the first person who went there

163:34who didn't say where you went, which is beautiful,

163:36I appreciate that.

163:37It's one of the greatest business schools in the world.

163:41It's a whole 'nother fascinating conversation

163:43about that world, but anyway, yes.

163:45- But anyway, so I learned the things,

163:46you learn getting an MBA from a top program,

163:51and I entered a world that had hundreds of thousands

163:53of people who had MBAs, probably hundreds of thousands

163:57who had them from top 10 programs.

164:00So I was not particularly great at being an MBA person.

164:04I was inexperienced relative to most of them,

164:07and there were a lot of them,

164:08but it was an okay MBA person, newly minted.

164:12But then as it happened, I found my way

164:16into working on the commercial internet in 1994.

164:20So I went to a, at the time, giant and hot computing company

164:23called Silicon Graphics, which had enough heft

164:26and enough head count that they could take on

164:29and experienced MBAs and try to train them

164:31in the world of Silicon Valley.

164:33But within that company that had an enormous amount

164:37of surface area and was touching a lot of areas

164:39and had unbelievably smart people at the time,

164:43it was not surprising that SGI started doing

164:47really interesting and innovative and trailblazing stuff

164:50on the internet before almost anybody else.

164:52And part of the reason was that our founder,

164:54Jim Clark, went off to co-found Netscape

164:55with Mark Andresen, so the whole company was like,

164:58"Wait, what was that?

164:58"What's this commercial internet thing?"

165:00So I end up in that group.

165:01Now, in terms of being a commercial internet person

165:04or a worldwide web person, again,

165:09I was, in that case, barely credentialed.

165:11I couldn't write a stitch of code,

165:12but I had a pretty good mind for grasping

165:16the business and cultural significance of this transition.

165:21And this was, again, we were talking earlier

165:23about emerging areas.

165:25Within a few months, I was in the relatively top echelon

165:28of people in terms of just sheer experience.

165:31'Cause let's say it was five months into the program,

165:33there were only so many people who had been doing

165:35worldwide web stuff commercially for five months.

165:38And then what was interesting, though,

165:40was the intersection of those two things.

165:43The commercial web, as it turned out,

165:45grew into an unbelievable vastness.

165:49And so by being a pretty good, okay web person

165:53and a pretty good, okay MBA person,

165:56that intersection put me in a very rare group,

165:59which was web-oriented MBAs.

166:03And in those early days, you could probably count

166:06on your fingers the number of people

166:08who came out of really competitive programs

166:10who were doing stuff full-time on the internet.

166:11And there was a greater appetite for great software

166:15developers in the internet domain,

166:17but there was an appetite and a real one

166:19and a rapidly growing one for MBA thinkers

166:24who were also seasoned and networked in the emerging world

166:28of the commercial worldwide web.

166:29And so finding an intersection of two things

166:33you can be pretty good at, but is a rare intersection

166:37and a special intersection, is probably a much easier way

166:41to make yourself distinguishable and in demand

166:44from the world than trying to be world-class

166:46at this one thing.

166:48- So in the intersection is where there's

166:51to be discovered opportunity and success.

166:53That's really interesting.

166:54There's actually more intersection of fields

166:56than fields themselves, right?

166:58So--

166:58- Yeah, I mean, I'll give you

166:59kind of a funny hypothetical here,

167:01but it's one I've been thinking about a little bit.

167:04There's a lot of people in crypto right now.

167:06It'd be hard to be in the top percentile of crypto people,

167:11whether it comes from just having a sheer grasp

167:13of the industry, a great network within the industry,

167:15technological skills, whatever you wanna call it.

167:18And then there's this parallel world,

167:19an orthogonal world called crop insurance.

167:22And there's, I'm sure that's a big world.

167:25Crop insurance is a very, very big deal,

167:27particularly in the wealthy and industrialized world

167:29where people, there's sophisticated financial markets,

167:31rule of law, and large agricultural concerns

167:35that are worried about that.

167:37Somewhere out there is somebody who is pretty crypto savvy,

167:40but probably not top 1%.

167:42But also has kind of been in the crop insurance world

167:45and understands that a hell of a lot better

167:47than almost anybody who's ever had anything

167:50to do with cryptocurrency.

167:52And so I think that decentralized finance, DeFi,

167:56one of the interesting and I think very world positive things

167:59that I think it's almost inevitably

168:01we'll be bringing to the world

168:03is crop insurance for smallholding farmers.

168:07I mean, people who have tiny, tiny plots of land

168:10in places like India, et cetera,

168:12where there is no crop insurance available to them

168:14because just the financial infrastructure doesn't exist.

168:18But it's highly imaginable that using Oracle networks

168:22that are trusted outside deliverers of factual information

168:26about rainfall in a particular area,

168:28you can start giving drought insurance to folks like this.

168:31The right person to come up with that idea

168:33is not a crypto whiz who doesn't know a blasted thing

168:37about smallholding farmers.

168:39The right person to come up with that

168:40is not a crop insurance whiz

168:42who isn't quite sure what Bitcoin is.

168:44But somebody occupies that intersection.

168:47That's just one of gazillion examples

168:50of things that are gonna come along

168:51for somebody who occupies the right intersection of skills

168:55but isn't necessarily the number one person

168:57at either one of those expertises.

168:59- That's making me kind of wonder

169:01about my own little things that I'm average at

169:04and seeing where the intersections that could be exploited.

169:09That's pretty profound.

169:10So we talked quite a bit about the end of the world

169:13and how we're both optimistic about us figuring our way out.

169:17Unfortunately, for now at least,

169:20both you and I are going to die one day way too soon.

169:25First of all, that sucks.

169:29- It does.

169:29(laughing)

169:32- I mean, one I'd like to ask,

169:36if you ponder your own mortality,

169:39how does that kind of, what kind of wisdom insight

169:42does it give you about your own life?

169:45And broadly, do you think about your life

169:47and what the heck it's all about?

169:50- Yeah, with respect to pondering mortality,

169:53I do try to do that as little as possible

169:57'cause there's not a lot I can do about it.

169:59But it's inevitably there.

170:01And I think that what it does,

170:03when you think about it in the right way,

170:06is it makes you realize how unbelievably rare and precious

170:11the moments that we have here are,

170:13and therefore how consequential the decisions that we make

170:16about how to spend our time are.

170:17Do you do those 17 nagging emails

170:23or do you have dinner with somebody who's really important

170:26to you who you haven't seen in three and a half years?

170:28If you had an infinite expanse of time in front of you,

170:31you might well rationally conclude

170:33I'm gonna do those emails because collectively,

170:35they're rather important and I have tens of thousands

170:38of years to catch up with my buddy, Tim.

170:41But I think the scarcity of the time that we have

170:43helps us choose the right things if we're attuned to that.

170:49And we're attuned to the context that mortality puts

170:53over the consequence of every decision we make

170:55of how to spend our time.

170:56That doesn't mean that we're all very good at it.

170:58Doesn't mean I'm very good at it.

171:00But it does add a dimension of choice and significance

171:05to everything that we elect to do.

171:07- It's kind of funny that you say you try to think about it

171:09as little as possible.

171:10I would venture to say you probably think about

171:12the end of human civilization more than you do

171:14about your own life.

171:15- You're probably right.

171:16- Because that feels like a problem that could be solved.

171:19- Right.

171:20- And--

171:21- Whereas the end of my own life can't be solved.

171:23Well, I don't know.

171:23I mean, there's transhumanists who have incredible optimism

171:26about near or intermediate future therapies

171:29that could really, really change human lifespan.

171:32I really hope that they're right,

171:34but I don't have a whole lot to add to that project

171:36because I'm not a life scientist myself, so.

171:39- I'm in part also afraid of immortality.

171:43Not as much, but close to as I'm afraid of death itself.

171:48So it feels like the things that give us meaning

171:53because of the scarcity that surrounds it.

171:56- Agreed.

§20Transcript · 2:51:56–2:59:06

171:56- I'm almost afraid of having too much of stuff.

172:01- Yeah.

172:02Although if there was something that said,

172:04"This can expand your enjoyable well-span

172:07"or lifespan by 75 years," I'm all in.

172:11- Well, part of the reason I wanted to not do a startup,

172:15really the only thing that worries me about doing a startup

172:21is if it becomes successful.

172:24Because of how much I dream,

172:26how much I'm driven to be successful,

172:28that there will not be enough silence in my life,

172:33enough scarcity to appreciate the moments I appreciate now

172:38as deeply as I appreciate them now.

172:41Like, there's a simplicity to my life now

172:44that it feels like it might disappear with success.

172:48- I wouldn't say might.

172:50(Luke laughs)

172:52I think if you start a company that has ambitious investors,

172:57ambitious for the returns that they'd like to see,

173:01that has ambitious employees,

173:02ambitious for the career trajectories

173:05they wanna be on and so forth,

173:07and is driven by your own ambition,

173:12there is a profound monogamy to that.

173:15And it is very, very hard to carve out time

173:21to be creative, to be peaceful, to be so forth

173:24because with every new employee that you hire,

173:28that's one more mouth to feed.

173:30With every new investor that you take on,

173:33that's one more person to whom you really do wanna

173:36deliver great returns.

173:37And as the valuation ticks up,

173:40the threshold to delivering great returns

173:42for your investors always rises.

173:45And so there is an extraordinary monogamy

173:49to being a founder CEO,

173:51above all for the first few years.

173:55And first in people's minds

173:56could be as many as 10 or 15.

173:59- But I guess the fundamental calculation

174:04is whether the passion for the vision

174:07is greater than the cost you'll pay.

174:09- Right, it's all opportunity cost.

174:11It's all opportunity cost.

174:13In terms of time and attention and experience.

174:16- And some things, everyone's different,

174:19but I'm less calculating.

174:20Some things you just can't help.

174:21Sometimes you just dive in.

174:23- Oh yeah, I mean you can do balance sheets all you want

174:26on this versus that and what's the right,

174:28I mean I've done it in the past and it's never worked.

174:31It's always been like,

174:32okay, what's my gut screaming at me to do?

174:35- But about the meaning of life,

174:39you ever think about that?

174:43- Yeah, I mean, this is where I'm gonna go

174:45all hallmarking on you,

174:46but I think that there's a few things

174:49and one of them is certainly love.

174:53And the love that we experience and feel

174:57and cause to well up in others

175:00is something that's just so profound

175:03and goes beyond almost anything else that we can do.

175:07And whether that is something that lies in the past,

175:11like maybe there was somebody that you were dating

175:14and loved very profoundly in college

175:17and haven't seen in years,

175:19I don't think the significance of that love

175:20is in any way diminished by the fact

175:22that it had a notional beginning and end.

175:25The fact is that you experience that

175:27and you triggered that in somebody else and that happened.

175:29And it doesn't have to be,

175:32certainly it doesn't have to be love

175:33of romantic partners alone,

175:35it's family members, it's love between friends,

175:38it's love between creatures.

175:39I had a dog for 10 years who passed away a while ago

175:43and experienced unbelievable love with her.

175:48It can be love of that which you create.

175:50And we were talking about the flow states that we enter

175:52and the pride or lack of pride,

175:54or in the Minsky case,

175:56your hatred of that which you've done,

175:57but nonetheless, the creations that we make,

176:02and whether it's the love or the joy

176:05or the engagement or the perspective shift,

176:07that that cascades into other minds.

176:11I think that's a big, big, big part of the meaning of life.

176:13It's not something that everybody participates in

176:15necessarily, although I think we all do,

176:18at least in a very local level by the example that we set,

176:23by the interactions that we have,

176:25but for people who create works that travel far

176:29and reach people they'll never meet,

176:31that reach countries they'll never visit,

176:33that reach people perhaps that come along

176:36and come across their ideas or their works or their stories

176:39or their aesthetic creations of other sorts

176:41long after they're dead.

176:43I think that's a really, really big part of the fabric

176:46of the meaning of life.

176:48And so all these things, like love and creation,

176:54I think really is what it's all about.

176:59- And part of love is also the loss of it.

177:03There's a Louis episode with Louis C.K.

177:07where an old gentleman is giving him advice

177:11that sometimes the sweetest parts of love

177:14is when you lose it and you remember it,

177:17sort of you reminisce on the loss of it.

177:20And there's some aspect in which,

177:23and I have many of those in my own life,

177:25that almost like the memories of it

177:28and the intensity of emotion you still feel about it

177:33is like the sweetest part.

177:35You're like, after saying goodbye, you relive it.

177:40So that goodbye is also a part of love.

177:45The loss of it is also a part of love.

177:47I don't know, it's back to that scarcity.

177:49- I won't say the loss is the best part personally,

177:53but it definitely is an aspect of it.

177:55And the grief you might feel about something that's gone

178:00makes you realize what a big deal it was.

178:04- Yeah. - Yeah.

178:05- Speaking of which, this particular journey,

178:10we went on together, come to an end.

178:14So I have to say goodbye, and I hate saying goodbye.

178:16Rob, this is truly an honor.

178:18I've really been a big fan.

178:20People should definitely check out your podcast.

178:22You're a master at what you do in the conversation space,

178:24in the writing space.

178:25It's been an incredible honor that you would show up here

178:28and spend this time with me.

178:29I really, really appreciate it.

178:30- Well, it's been a huge honor to be here as well,

178:33and also a fan and have been for a long time.

178:36- Thanks, Rob.

178:37Thanks for listening to this conversation with Rob Reed,

178:40and thank you to Athletic Greens, Belcampo,

178:43Fundrise, and NetSuite.

178:46Check them out in the description to support this podcast.

178:49And now, let me leave you with some words from Plato.

178:52We can easily forgive a child who's afraid of the dark.

178:55The real tragedy of life is when men are afraid of the light.

178:59Thank you for listening, and hope to see you next time.

179:03(upbeat music)

179:06(upbeat music)

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