YouSaid · the spoken record

Seb Bunney

lines on the record: 57
first: 2025-12-03
most recent: 2025-12-03
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“Oh, yeah, that's right. So it did get that correct. Pierre Rochard, AI knows I don't have a chair. I'm sitting in the chair. Yeah. Wow Sam, I love this. This was so much fun. If you guys enjoy this format, I enjoy this format, but maybe the audience doesn't like this format. If you like this format, please tell us in the comments of, you know, if you're on X, let us know. Because if you like it, we want to keep doing these types of things. And Seb, thank you so much for your comments and what you brought to the show today. Give people a handoff to anything you want to highlight, Seb. And thank you so much for joining us today on the show. But Seb, give people a handoff where they can learn more about you.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Dude, that's weird. That is definitely not my monitor. In fact, I have three screens here in front of me. In fact, I get comments online. Why is he looking off to the side? Well, I'm looking over at my second or third monitor to pull up all the things on the fly during the show. So yeah, no, my monitor is way off. It looks like my monitor's on the floor too.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Oh, that's right. Yeah, look at that. That's wild. And then my picture is like really jacked because the microphone is literally behind me. And then I'm talking to you, which is correct. And it's the image of you looking forward. Okay, so like that all looks correct. It's pretty close. Okay. So like not bad, but there is a couple hiccups. Now, if I went in there and I pointed these things out, I think it would actually get it all correct. If I went on a back and forth, I mean, obviously, I didn't have time to really do anything other than quickly type the prompt in there. And that was the first go around coming back to me. So pretty wild, but not quite right. But it's coming along very fast.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Okay, for the person that can't see this, it's not bad. Like there's a lot right with this picture as far as it looks like Seb your room, it did not reverse your room, right? Like your room is there, but it is showing that you are talking to, you're looking at a computer, the back of your head and all that looks like it pretty normal, but you're talking to yourself and not me. Oh, this is interesting. Look at your background. Your background is my background.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And nano banana, thank you, sir. And I asked it to, what would these two podcasters look like if there was a camera behind them? And it took a picture while they were having the conversation. Now, you're going to see the picture that the screen grab that I got is probably one of the most flattering pictures of Seb that you will ever see. This is such a bad picture. Check this out. Okay, so here you are. You were mid blinking your eyes and looking up and I'm just stone cold staring at the camera. And it's just the video feed of him and I have the car. You ready to see what it interpreted the back of our head taking a picture from behind us looks like?”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Okay, I've got one final surprise before we wrap this up. While we were recording today, I took a screen grab of Seb and I having our conversation. And I had it take our banana rama, whatever the heck it's called, a pro Gemini model”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah. I mean, the counter argument that somebody from tech is going to immediately bring up the humanoid robots, which we didn't even discuss during the show. But at this moment in time in 2025, any type of humanoid robot video that I've watched, it goes over and it's like emptying a dishwasher and it literally takes it five minutes to put a spatula in the dishwasher and then it like fumbles all over the place. that could change very quickly. But I think humans, if I'm going to hire somebody to do something around the house or whatever it might be, right? I'm going to a human and not a humanoid robot, at least not anytime soon.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Like, you know, if you guys are listening to this and you got comments on this particular topic, I would love to hear what you got. But sorry, I've to interrupt you. I want to hear what you have to say too.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Services, soft services, digital services. It seems to be crazy competitive. But in providing service from a physical standpoint, like for example, if you want your yard mode, if you want work to be done around the house, if you want your plumbing, like a lot of these skills that I think people in the United States have really veered away from and just looked at that and said, oh, that's not going to pay me a lot. So I'm not going to go work in those different industries. I think that that is ripe for disruption and opportunity for a lot of people to actually make quite a bit of money, especially if they can do it from a standpoint of they do it really well with high quality work, but it involves physical labor. It involves people getting out in the physical space and doing things and not sitting behind a computer and clacking on keys. I would love to hear the audience.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Harder and harder to compete or to stand out or to provide novel insights because the competition is so fierce. With anybody armed with AI, I don't know what this does from just a human motivation standpoint. I think you're going to have a lot of people that are just like, it's not even worth my time or effort to try because somebody armed with AI is just going to, you know, kick my butt or it's I just can't stand out or if I can stand out, it's only going to last for three days before somebody else in the market comes with more competition and makes it erodes away whatever competitive advantage I had. Where I would push back is there are plenty of industries out there, not plenty, but there's some industries out there that you can still provide value for if you're servicing human beings. And where they aren't, or at least where they appear to not be, is in”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“My conversation with my wife on anything AI almost always comes back to this discussion point that you're bringing up. You know, it really comes down to, are we training the AI or is the AI starting to train us? And then the question is, is what would it be trying to train you on if it was trying to train you, which I think the answer to that is it wants to have more novel insights of what it doesn't know, it's going to try to lead you into those domains, which is scary that it would be leading you that way. But more general terms, I just think that the challenge that you're really facing is the one that we brought up before, where everybody's using AI to write their papers or to do their research, and then they're handing that in. And it's just a bunch of AI slop that's kind of replacing deep thought. And I think the other concern that you get, Seb is as the world becomes, it becomes”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“energy equals bad is over. It seems like this whole thing, the climate change, energy is bad if you consume any sort of energy that's bad. All of those talking points are just going by the wayside because the key players and the string pullers of the world have figured out that if they're going to win this next race, the race of intelligence, it requires more energy, not less energy. And it just seems to be dead on the vine. What are your thoughts, Seb?”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“You don't even have to read all of this, which is probably AI slop beneath this. You can read the AI summary. And it says the U.S. government plans to buy and own as many as 10 new large nuclear reactors that could be paid for using Japan's $550 billion funding pledge. The funding pledge is part of a push to meet surging demand for electricity, including for energy hungry data centers that power artificial intelligence. The Trump administration has set a target to get 10 large conventional reactors under construction by 2030. So it seems like the US understands the limitation, which is energy infrastructure. It seems like it's trying to do things from a policy standpoint to reinvigorate some of these. I saw the Three Mile Island. Is they're going to bring that back online? And I think this is the thing I'm really wanting to talk about. The years and years of ESG”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“I just want to. Yeah, I want to just highlight this real fast. So after the comment from Jensen on, you know, AI or China potentially beating the US to AGI because of the energy infrastructure, this article came out, I want to say like on the same day, this article is from November 19th, the 19th of November of this year, 2025, from Bloomberg, US to own nuclear reactors stemming from Japan's 550 billion dollar pledge. Check this out, Seb. As I'm scrolling down the key takeaways by Bloomberg AI.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Kids in college or high school or whatever, they're using it to write their reports. And then I don't put it past the professors that they're then taking the reports and running it through AI to provide the feedback. You have the AIs writing the reports and giving the feedback and the humans are just kind of like the paper pushers.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Really dumb questions, things that don't require so much comprehension to get like a simple response. And I think that where we're at now is like the default is that you're not going to Google. I don't go to Google for nearly anything. I always go to one of these AI, whether it's Grock, now Gemini, or ChatGPT. That's like the first place I go if I want to find something out. I don't go to Google anymore. I'm curious if you go to Google anymore.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Well, to this point, so I have a stat for you a Google search prior to AI, well, even today if it's not using AI, uses 0.3 watt hours of energy. But if you take Gemini or ChatGPT, any of these large language models and you put in a query, it's three to five watt hours for a 15x increase in what we would refer to as a click. So, you know, you go there historically, you know, in 2010, if you went and did a Google search, you were consuming 15 times less energy than you are by going into chat GPT and typing in your question and hitting enter. Now, the response you're getting back is, you know, I would say on the magnitude of 15 times better. But what it doesn't speak to is if somebody's asking, and we were taught in school, there's no bad question. There's no bad questions.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And all that kind of stuff, but it is the one thing that I keep hearing in this particular space is where we need to be spending a lot of our time is just, you know, taking the grid to the next level. As a Bitcoiner, that watched all the how terrible Bitcoin is because of the energy consumption, specifically from people in tech for what felt like a decade now pivot and they're all on board for conducting nuclear power, small modular reactor, innovation tech, it's very smirk worthy to see how many people are jumping on this train. Any comments on that, Seb or anything that you want to wrap up? Because I just kind of moved on to the next thing without letting you know.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Of what the first one generated so that we can do another iteration of it. It's just 20 times the amount of energy that's required to provide that answer. And this takes us down a whole path, which is, and I don't know if you want to move on to the next topic, but this is my next topic, which is this nuclear power energy being the limb fact of like where this can all go, you literally had Jensen Huang from Nvidia come out and say that he thinks in the grand scheme of things, China has a better chance at achieving AGI than the United States because they have the energy infrastructure to support the training and the inference on the models. And I mean, I don't know if this was a political statement to then allow the current US administration to go out and start spending a bunch of money on energy and to reinvigorate nuclear.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“All I'm hearing when you're saying, because what you're saying is exactly right. Like, you have to, going back to the picture example, let's say that first picture was presented and you have five AI agents and their job is to find what's wrong with this picture. One of them finds that the picture on the iPhone is wrong. One of them sees that the bookshelf is not behind me. And then they have, you know, a collective conversation. And then the image is regenerated. I think you're seeing this with Grock Heavy, where the Grock Heavy has four different AI agents. And then I suspect that they kind of go through and they have kind of a consolidation and a readjudication as to what the final answer should be before it gives it. So similar to what you're describing with that, Seb. But this is the thing that I think, well, I think a lot of people are talking about this. The energy consumption to then run all of these checks, these additional agents, right? If we put 20 more agents on finding the mistake.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, it's amazing because on very specific tasks, it's pretty much there on nearly everything. But the ability to kind of piece it together and just logically, you know, like if you give it a really hard project that involves taking all of these different pieces and putting it together, it's nowhere close to like what humans are able to do today from a project management standpoint, right? Like that's what humans are really good is they're able to take a very complex project and piece it all together and know when a deliverable is crap, whether the deliverable is perfect in order to kind of fit it in almost like a Lego piece to a much broader program or project that it's building with, you know, a complex output. But I don't know. I think we're getting there pretty quick. So yeah, who knows?”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“That word in itself needs a lot of definition, and I don't know that we can provide any definition, but if it can understand its 3D environment, its ability to kind of interact with it is going to be way more profound than this, everything is just a picture and you don't really have context as it relates to everything else in the room.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah. And that's one of the things that I've also read that this really excels at is if you just take, let's say you were a fashion person or whatever, right? And you drew a sketch of just some pants with a pencil and you take a picture and like make this look lifelike and make it look. It's really good at transforming just sketches into very photo realistic images. So yeah, I would encourage people to play around with it the little bit that I have I've been blown away. And then I would just say, you know, like, why is this so important? How could this be used along with all the other tech that's kind of emerging at the moment? And it seems like, you know, maybe a humanoid robot or just something that's navigating an environment, if it's able to think in terms of spatial orientation, going back to like the Tesla stuff we were talking about, if it's able to really kind of understand.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Now, something else that I read on this is you should be able to take a picture of a plate that was broken and basically say, hey, reassemble the plate, like glue the plate back together. And the way that the plate was broken as it would glue it back together would still be on par with what it should look like, like just to kind of like demonstrate why this is so different than some of the other AI image generation that's out there. Pretty fascinating, right?”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And so, yeah, it just updated that. Everything else stayed the same, and then it just updated the mistake that I called out on it. I mean, this is pretty crazy. I mean, when you really take a step back and you think about what's happening here, this is pretty crazy, right?”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“It's not the same as the image that I fed it because there's a bookshelf behind me in the original image, which, you know, this was the original image I gave it. And I said, hey, give me the overhead view of myself taking a selfie myself. And this is what it gave me. And it's not the same image on the phone. And you would think that it would be that image on the phone, right? So I said this in the chat window. I said, hey, you got it wrong. The image on the iPhone would not be that. It would be the original photo. And so what did it do? This is what it gave me”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Wow. Yeah. I mean, it's just that's wild. And I don't know what the answers. I do know this. I hadn't fetted any pictures prior to me sending this into because I had never used it before until like right before we recorded this. Now the thing that I picked up immediately when I looked at this picture is the image on the phone. See the little image of me that I originally fed it.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“It's pretty accurate. Surprisingly, I am wearing jeans that look just like that, even though that wasn't even in the picture. And you know what? This is also pretty interesting. The watch is not in the original picture, and that's exactly like the watch I've got. Look at this. That is so weird.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“now and I told this nanobanana pro software to take a godlike picture like from the ceiling of the image that I just gave it. And so I gave it this picture of me sitting here in front of the bookcase like where I always record. And so this is what it came back with. Okay. And you can see it's me holding up an iPhone, taking a picture of myself. The books are there kind of on the left. They're not behind me. But I guess the, you know, the interpretation is the bookcase could be wrapped around. But what I notice on this picture that was off, I don't know if you're seeing what is definitely wrong about the picture, Seb. What is very wrong about the picture?”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Correctly this time the nano banana pro is what they're calling their new image generator and it uses the reasoning the Gemini reasoning engine so that it can plan the 3D scene, it can calculate the light and it's using material density before it renders a single picture. And so it's using this physics before it goes in there and just kind of replicates all the previous images that it was fed. It's using this 3D physics kind of basis behind the images that they're doing. So I wanted to try to, I've never played with this. I wanted to try this out and you're going to really laugh at what I'm about to show you here, Seb. So 10 minutes before we started recording this, I went and took a picture of myself and I wanted to put this thing to the test. So here's the picture. I'm just sitting in the chair that I'm sitting at right now.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Okay, so this is Google with their Gemini. This is to compete with Midjourney for people, if you're not familiar with any of the stuff we're talking about. So mid-journey is this image generator that really had the first mover advantage in AI image generation. And just like any other AI, it's gone out there, it's ingested a ton of different pictures and the labeling that's associated with those pictures in order to generate realistic pictures of whatever the person prompts it via text and say, hey, I want to be standing in front of a bookcase and there with my arms crossed and, you know, generate picture and it generates the picture. Google came out with their first AI image generator and it was a disaster. Like it was very woke. It was just, you could tell there was a ton of bias kind of put into it. But recently, just in this past couple weeks, this, and I'm hopefully going to say this.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah. I'm going to move on to the next one. This one's going to be funny. Okay. So are you familiar with this Nano Banana Pro? Are you familiar with this?”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And you already see it with Grok online as far as its understanding of Bitcoin. I know we're kind of going off on a Bitcoin tangent here, but I've seen people start arguing with Grok that clearly hate Bitcoin or just don't understand it and they're there throwing out these arguments. And I see Grok just like stepping in and just slaughtering their arguments as to why Bitcoin is a viable money in the future. It's crazy because it does not miss an argument. Like it understands it better than anybody out there. As to any argument I've ever come across in that particular space. So, yeah.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“When you think about it, the AI is going to demand free and open market money that is not being manipulated. It's going to want a fair money in order to transact, whether humans like that or not. And I mean, we go down a whole nother path there as far as like AIs being able to own anything.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Even if you have the regulations, are you going to prevent the endgame of what you're describing? And I kind of don't think that it would. It doesn't seem like regulations ever prevent the free and open market solution of nature from taking place. It might slow it down, but I don't know that it actually prevents whatever is inevitable of like what nature is trying to manifest. And that might be my bias for free and open markets kind of coming out. But I don't know, Seb. That's getting weird, man. I don't know how else to put it other than it's getting weird. And I don't think that's the answer people want to hear.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“That's scary as hell because I mean, this is effectively the matrix, man, that you're talking about is, I mean, the whole point of the movie was they were harvesting human brains because they were energy efficient and blah, blah, blah, right? Like that's really what you're talking about here. And I saw this a couple months ago that somebody was doing this. And I don't know. It's pretty wild when you think about like, hey, the best way to store something is just using the human brain, which And that's not exactly what they're doing, but you're using biologies. You're harnessing biology's efficiency for storage and neural nets. And that's nuts. But it's happening. I encourage people to do some Google searching on this particular topic. And you might be very frightened what you read or see, but I mean, it's happening. So I don't say other than that.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Because he's doing it in a free and open market way and he's not taking outside money, he's profitable, he now is going to dominate the market from an intelligence standpoint because he's going to collect way more data than they could ever imagine. And he's just going to be more proficient. So I don't know. It looks like I'm looking at Waymo and I just don't know how they're going to exist in 10 years from now against him. And more importantly, I don't know how anybody's going to exist from a car. Like if you want a driverless car, which is a whole nother conversation point. But if you want a driverless car, I don't know how people are going to be able to compete with him in 10 years from now.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Type of performance with just my eyes. Why in the world can't I get a car to do it with image sensors? Why do I need, it's not like I have a LiDAR sensor on my forehead to go out there and sense the depth of the cars in front of me and to the side of me and all these other things. So I should be able to get a car to perform just as good as a human, if not better, by just having image sensors. But where I think this is really showing as being a really intelligent play long term is his cost to produce these cars are going to be so much cheaper than call it the Waymos that are out there with all these other sensors and all these other capabilities. But when you try to scale that, now all of a sudden you're just not able to even remotely compete in the market against him. And when you really think about where the competition is going to go, it's going to go to if he can go out there and sense 10 times more of the environment.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Is it an opinion or is it just action? I have no answer, right? One of the other things I want to talk about is just Waymo. So for people that aren't familiar with Waymo, it's a competitor to call it Tesla in autonomous driving. And they've got all sorts of sensors. If you've ever seen a Waymo car, just the cost to produce this thing is not even in the same ballpark as what Tesla is doing per unit of car that they're producing. They've got LIDAR sensors. They got all these other things. And, you know, I was kind of always against Elon's decision to not include LIDAR in the car because I was always of the opinion the more data you feed these things, the more accurate and the more proficient they're going to be at being able to drive. But when I look at where this is now going, which is, and Elon's argument has always been, well, if I'm driving around with this.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“AI is going to have, it's going to have to have an opinion on the trolley problem where humans. We've always just kind of argued one side or the other or whatever, but I guess AI is going to actually have to have”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“So I guess you could maybe argue that side of it too. But it is getting so blurred, your point. This is so blurred already. And I would imagine it's really easy right now. But once you start getting the capability of the car to be so good that drivers are truly falling asleep. I mean, you literally already have people falling asleep in these cars and they're driving around. I imagine that's only going to get more prominent and prevalent as the capability increases, which I can only imagine where this is at in a year. If it's 5x from where you're at right now, I mean, you're there, man. It's pretty wild.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Seb, this is a massive, massive talking point. So the new RoboTaxis aren't even going to have steering wheels in them, right? So, you know, I guess from that vantage point, it's clearly Tesla that's responsible for the performance on the road and any type of damages that might occur because of the car's driving. And I mean, everything's recorded. So, I mean, you can definitely Monday morning quarterback, the decision making of the software with all the cameras on board. where I think it gets blurred is if there's a person that is sitting behind a wheel and you know this might lead to why Tesla might actually want to remove the steering wheels on all of their vehicles is because it's they want it to be very clear that it was either them or the driver and I guess there's an argument to be made that the ambiguity would actually be more advantageous to Tesla by having a steer”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“She has so many comments and frustrations with my parking selection. It's a hard problem to optimize for it. I can only imagine. But what everybody's saying is that the car does amazing job at selecting parking spots and the efficiency at which it pulls in there. And it doesn't feel like it's just kind of like, God, can you please finish the job here and park the car? It's very natural and human-like is what everybody's saying. to understand that I'm in a parking lot. To understand that's a driveway, to understand that's a garage I'm pulling out of and that's a bicycle over there. And like all the nuance of this is miraculous is totally miraculous as to like what's taking place.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“So, you know, we're about 50x from where that's at today, according to some of these metrics that I've researched just very cursely. So if some of my metrics are wrong, I didn't put a lot of time into pulling up these numbers, but just so people kind of have a ballpark of where things are at, it's moving fast. And if you have a 5x improvement in a year and a half, I can only imagine where we're at in another year. And I think when we look at this and we say like what this computer and what this AI is doing on these cars is it's really kind of understanding just spatial awareness. Like for it to pull in and some of the parking stories that I've read online where people are like, yeah, I told it to take me to this parking lot. It selected like an amazing parking spot amongst, I mean, just think about the complexity of that decision making. I mean, I can just tell you from my wife and I parking the car.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, some other interesting, amazing point, by the way. Some other interesting things that I think are worthy of highlighting here to help people kind of conceptualize where we're at right now. So in early 2024, version 12 of the driverless tech out of Tesla was released. So this is almost two years, a year and a half ago. And the person who was observing or auditing the performance of the driving, the autonomous driving, had to intervene about every way that the car was driving. Today, the version that you just saw, if you watch the YouTube of our conversation and could see some of the videos that I was playing, this is about every 800 miles between the person auditing the driving would have to intervene. So that's about a 5x improvement that's happened in about a year and a half. And just for context, a human driver, if you were”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“It's like, so if you know Chinese and you don't have to, like, it's actually more efficient to communicate in written form for that versus in verbal communication. And it's just like the way it views things is so different than if you just had a conversation with, you know, a random person on the street. What would be the most efficient language to be like, oh, of course the one I'm speaking or whatever, right? It's just really, it's amazing to kind of see the depth. Of knowledge that kind of pops out of some of these things.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Know you get into this idea of what is the most optimal language to communicate in, right? The AI has immediately stopped speaking English and they started speaking there. But it's an interesting thought experiment. And I know we're getting away from the driverless car thing. But I was tinkering with AI one time just asking it. So in your opinion, like what is the most efficient way to communicate? Would it be English? Would it be this language? And it goes into this big long dissertation about like the different things to optimize for. Like it was saying Chinese is very difficult for a human to learn, but for an AI, there's a lot of compression in the symbols and it can communicate with the symbols like way more efficiently than the English language, which takes more characters to transmit.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Release is probably going to go down in the books, is probably one of the most almost like a milestone in time of we achieve something very, very profound here. Similar to, I think, like chat GPT-3 was like one of those huge milestones where everybody was just like, whoa, like, what is this? This is very different than anything we've ever seen before. And I think you're seeing the same thing happening with driving right now with this Tesla 14.2 update that went out. And it's crazy. You read in the comments of people that have Teslas. I don't know if you have friends that have Teslas that have been talking about this specific release, but it seems to be very human-like. And its progression from the previous model, like a very significant leap forward.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“Think this might be the first model that like the if-then statements are completely gone out of the code. Like my understanding is end-to-end, this is a complete neural net that's making the decision making. So when we think about like what's taking place with the car, it has optical sensors that are looking at the same spectrum that our eyes are seeing. It's taking those inputs, those light waves, and it's transmuting it in and through AI code. There's no C++ here. And it's providing an output through the wheel turning left or right or the gas and the brake. And it's like, I mean, if we were going to peer into the code to audit it, it's impossible to audit, right? Like any human that would look at that code can't make sense of how it's making its decision making. And I think that this release, this $14.2.”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT
“And got through, which I'm telling you, having watched the video, there's no way a human driver would have tried to go through this gap. But because the car had so much sensing capability of its left and right limits, it still proceeded through this tiny little gap between the other cars. So Seb, your initial thoughts, like what are we witnessing?”
2025-12-03 · We Study Billionaires · TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) · IDENTIFIED FROM THE TRANSCRIPT