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  • Tim Ferriss and Kevin Rose Random Show: Mortality and Grief, Zen Insights, Rock Climbing at 50, LSD for Anxiety (MM120), AI Smart Homes, and Why You Should Buy the Company Instead of the Product

    Tim Ferriss and Kevin Rose reunite over tequila for another Random Show, and this one swings from the heaviest material they have covered in years (the death of their friend Om Malik, aging parents, dementia, and what grief actually is) to Zen retreat breakthroughs, rock climbing as a post-50 obsession, a phase 3 LSD trial for anxiety, AI-powered smart homes, the coming wave of AI IPOs, and the single investing lesson both keep relearning: let your winners run, and when you love a product, buy the company.

    TLDW

    Kevin reframes the loss of Om Malik and his father through a simple equation: grief is love with nowhere to go, and the sorrow is proof of how lucky you were. Tim adds Tim Urban’s “The Tail End” math (you have spent roughly 95% of your lifetime hours with your parents by high school graduation) and Sam Harris’s “The Last Time” meditation. Kevin recounts a micro-awakening at a five-day silent Zen retreat (“nothing lacking”), both plug their meditation app The Way with Henry Shukman, and Tim declares multi-pitch climbing in Yosemite his next deliberate-practice obsession, complete with hangboard protocols and grip-training gear. The health segment covers A2 whey, venison organ-meat sticks as a multivitamin, the 1,3-butanediol ketone controversy, ketones temporarily unlocking speech in relatives with dementia, terminal lucidity, a JAMA phase 3 trial of MM120 (lysergide) showing 12 weeks of anxiety relief from a single dose, and the Norwegian 4×4 protocol whose hippocampal benefits may persist for five years. The AI segment runs from Kevin’s Claude-coded camera system that opens his gate via license plate recognition, to Tim’s 20-year angel investing retrospective built with Claude Code and the Gmail API, to their handicapping of Google versus Anthropic versus OpenAI, China’s open-source push, local inference boxes, and why buying at IPO and holding may match venture returns.

    Thoughts

    The emotional spine of this episode is the best thing in it. Kevin’s formulation, that the gap left by a death “is just love at the end of the day,” is not new philosophy, but it lands differently coming from someone actively managing a dying dog, a mother with dementia, and a friend’s fresh death, all in the same month. The practical corollary the two keep circling is time-boxing: Tim Urban’s Tail End math and Sam Harris’s “last time” framing both convert vague mortality awareness into a scheduling problem. Tim credits one short blog post with causing years of family trips that his emotionally reserved family would never have taken otherwise. That is about as strong an endorsement as content can get: it changed the calendar, not just the mood.

    The health middle of the show is classic Random Show in that the interesting part is the epistemology, not the products. Tim flags that the loudest critics of 1,3-butanediol ketones sell competing ketone salts, applies a shelf-life heuristic to processed meat instead of memorizing ingredient lists, and treats organ-meat sticks as a dosed multivitamin rather than a diet. The MM120 discussion is the meatiest science: a five-arm randomized trial where a single 100 microgram dose of lysergide produced roughly twelve weeks of relief in generalized anxiety disorder, which Tim, who has been diagnosed with GAD and OCD, reads as a plausible future where anxiety treatment is episodic rather than daily. The unresolved tension they name honestly: the promising dementia signals (ketones, psilocybin case reports, microdosing) all crash into the consent problem. A person who cannot consent cannot sign up for a hallucinogen, and “it might give you half a day of real conversation back” is both a miracle and an ethical minefield.

    The AI section quietly contains one of the more useful predictions frameworks going: Kevin’s argument that Google’s confusing high-bandwidth TPU architecture only makes sense as a bet on continuous learning, where models stop shipping as discrete releases and start improving around the clock like a child. If self-improving models are really 12 to 18 months out, the “model drop” news cycle this episode itself participates in (new Sonnet today, Mythos tomorrow) is a temporary artifact. Tim’s counterweight is human-scale and more sobering: an AI trained on your own writing produces in 30 seconds what takes you 30 hours, and he compares the demoralization to Lee Sedol retiring after AlphaGo. His book sales chart, stable for a decade and then compounding downward every year since ChatGPT launched, is the receipts. The tension between “AI made my 20-year retrospective possible” and “AI is draining my motivation to write” is the honest version of the AI discourse most podcasts flatten into one direction.

    The investing segment is the most immediately actionable. Three ideas stack neatly: let winners run (Tim has lost more money selling early than he made buying), the venture-returns myth (a famous firm’s own analysis found that buying at IPO and holding a decade roughly matched their gains from early rounds through lockup), and buy-what-you-use (the friend who spent $100k on a top-of-the-line Tesla instead of Tesla stock forfeited roughly $15 million; teenage Tim bought Pixar after seeing Toy Story). None of this is sophisticated, which is the point both make explicitly: with Anthropic and OpenAI racing to IPO, ordinary people who use these tools daily will get a shot the private markets never gave them, and the discipline that matters is holding, not access.

    Key Takeaways

    • Kevin and Tim lost their friend and colleague Om Malik of True Ventures within the past week; Kevin found out mid-way through a five-day silent meditation retreat.
    • Kevin’s reframe on grief: the severe sense of loss is “just love at the end of the day.” The gaping hole his father’s death left is love manifested through sorrow, and recognizing that converts anguish into gratitude for having crossed paths at all.
    • Tim credits Matt Mullenweg twice: for organizing the Antarctica trip where he got days of uninterrupted time with Om (including a visit to an emperor penguin colony), and for sending him Tim Urban’s blog post “The Tail End.”
    • The Tail End’s core math: by high school graduation you have used up roughly 90 to 95% of the total in-person hours you will ever spend with your parents. Reading it drove Tim to organize regular family trips, awkwardness be damned, before his father’s mobility declined.
    • Sam Harris’s short meditation “The Last Time” pairs with it: for many activities you will do a last time without knowing it was the last time.
    • Kevin’s 15-year-old dog Toaster had a violent shaking episode (a stress syndrome after standing six hours at a vet visit, not a terminal event), and Kevin’s takeaway from being covered in the aftermath was that when you love an animal that much, none of it matters.
    • At a traditional Zen sesshin with Henry Shukman and his visiting Japanese teacher Yamada Roshi, Kevin had a two-second micro-insight while working his koan: a felt sense of “nothing lacking,” where nothing could be added or taken away because everything was already fully present. Not an emotion, a steady state.
    • Both are investors in The Way, Henry Shukman’s single-path guided meditation app, which they frame as an ideological investment like their funding of the dog aging study on rapamycin. Tim’s favorite sessions: “Whole Earth is Medicine” and “This Too is Me.”
    • Tim’s practical meditation pitch: you do not need a retreat; 10 minutes twice daily works, and there seems to be real alchemy in the twice-a-day rhythm. Kevin, once the guy who quit everything in two weeks, is coming up on five years of consistent practice.
    • A physiology aside: Henry’s instruction to drop the jaw slightly mirrors how Tim’s mandibular snoring device works. Dropping the jaw an eighth of an inch down and forward opens the airway. The ancients found it by trial and error.
    • Kevin, approaching 50, wants to stop saying “one day” about his bookmarked obsessions (Japanese woodworking, ships in bottles) and actually commit to things in the next two decades.
    • Tim’s next deep dive is rock climbing: his surgically repaired right elbow finally allows it, and his stretch goal is multi-pitch climbing in Yosemite despite being, in his words, deadly terrified of heights, sweaty palms included.
    • Tim’s philosophy of training: “training to not die sooner than is necessary” is not a sufficient goal. He needs a concrete deadline event, the way the Lancaster Classic structured his archery, to make deliberate practice worth it.
    • What sold Tim on climbing longevity: the 60-to-almost-80-year-olds at Salt Lake City gyms climbing 5.11+ on weekday mornings, out-performing what he could imagine doing, plus women who cannot do five pull-ups climbing 5.13 and 5.14 on pure technique.
    • Climbing is also social in a way archery never was: bouldering routes are literally called “problems,” and strangers trade beta. After decades of solitary repetition, Tim has hit his quota.
    • Training tools discussed: Michael Eckert’s finger-strength course (the multiple-time pull-up world champion Kevin just bought into), the Nug (a pocket-size wooden grip trainer Tim travels with), and Abrahangs, Emil Abrahamsson’s protocol of moderate partial-bodyweight hangs, 10 seconds on and 50 seconds off for 10 minutes twice a day, which produces outsized forearm and finger gains.
    • Tim’s fantasy recommendation: The Blade Itself, whose treatment of the randomness of death (a friend of Tim’s just died in a plane crash) doubles as a gratitude practice. The audiobooks are exceptional.
    • Protein talk: Kevin likes Pioneer Pastures A2 whey (30 grams a shake, lactose removed, no investor relationship); Tim gets roughly 40% of his protein from Maui Nui wild-harvested axis deer venison and treats the liver-and-heart pepper sticks as a two-or-three-a-week multivitamin.
    • On processed meat and nitrates, Tim’s heuristic is shelf life: if an ultraprocessed meat lasts three years on a shelf, raise an eyebrow. Minimally processed meat almost definitionally does not keep.
    • Exogenous ketones containing 1,3-butanediol may carry liver toxicity risk, though Tim notes many people pushing that claim sell competing ketone salts. His personal policy: use them intermittently, not daily.
    • The startling ketone anecdote: given to relatives with dementia, sentence length roughly 5xed within 20 minutes. Caveats: it tastes like gasoline, and 1,3-butanediol can affect balance, a serious concern when a broken hip is often the beginning of the end for older adults.
    • Kevin moved his mother, who has non-Alzheimer’s (likely vascular) dementia, into a new home equipped with an AI radar orb that detects falls instantly. She cannot recall breakfast but knows who he is, which he will take all day long.
    • The exercise-for-brain-health protocol Tim assembled with neuroscientist Dr. Tommy Wood: Norwegian 4×4 VO2 max intervals (4 minutes on, ~3 minutes off, 4 rounds) three times weekly for five to six months produces volumetric changes in the hippocampus that appear to last up to five years.
    • The only bike Tim can tolerate for it is the Kaiser M3i indoor bike, because the handlebars raise enough to spare his lower back. Kevin’s sustainable alternative: incline treadmill walking while playing Duolingo chess until 40 minutes disappear. Tim’s version of don’t-let-perfect-be-the-enemy-of-good: a 5-minute, three-set gym session still counts.
    • The JAMA study that grabbed Tim: a phase 3, five-arm randomized trial of MM120 (lysergide, essentially LSD, from the company formerly known as MindMed) for generalized anxiety disorder. Effects were dose-dependent, with 100 micrograms (a standard full trip) as the apparent minimum effective dose, and relief persisting through 12 weeks after a single treatment.
    • Mid-conversation they discover the trial ran at Neuroscape at UCSF, their friend Adam Gazzaley’s lab, which Kevin helped fund. Tim, clinically diagnosed with GAD and OCD, finds 12 weeks of relief from one dose remarkable.
    • Related dementia signals: a case report of an elderly Japanese woman with dementia who took a five-gram “heroic dose” of psilocybin mushrooms, slept 19 hours, and woke temporarily capable of full expositional conversation instead of monosyllables; Tim has also seen an unpublished case report of LSD microdosing producing similar verbal fluidity.
    • Both note the hard ethics: hallucinogens for someone who cannot consent, the devastation of a bad trip you inflicted, versus the possibility of half a day of real connection or slowed decline.
    • Terminal lucidity, the well-documented phenomenon of vegetative or unresponsive patients becoming fully lucid in their final days, leaves both baffled: if cognition is fully localized in a structurally deteriorated brain, where is the lucidity coming from? Kevin’s analogy: we assume nothing is backed up to the cloud.
    • Tim’s caffeine pacing hack: Nutonic nootropic toothpicks (a gift from Chris Williamson), roughly 20 to 25 milligrams of caffeine each, a hard ceiling per toothpick that prevents his chain-refill coffee problem.
    • Kevin’s AI smart home: his Ubiquiti camera system has a full API, so with Claude writing the glue code, the cameras now recognize individual people (and Toaster, who gets a dog emblem), play deterrent audio at loiterers in his alleyway, and open his gate automatically when they read his license plate. The camera costs about $200; anyone can do this now.
    • Tim’s flagship AI project: a 20-year retrospective of his angel investing, built with Claude Code and the Gmail API, testing his own stories about his batting average against hard data. Doing it manually would have taken a year of full-time work by multiple people.
    • The humbling adjacent stat from Kevin: friends with always-on AI wearables report that about 70% of what we confidently remember is what actually happened. Startup genesis stories are the same phenomenon, a five-minute bit polished until the teller believes it.
    • Tim’s most valuable everyday AI use: holistic health cross-checking (contraindications between medications and supplements, could A explain D), hallucination-limited by fact-checking across multiple LLMs.
    • Tim’s contrarian AI take: for most people the honest impact is small “because most shit isn’t worth doing in the first place.” Doing something well does not make it worth doing, and AI is skyrocketing the volume of efficiently produced BS.
    • The demoralization is real, though: an AI trained on your writing produces in 30 seconds what takes 30 hours. Tim compares it to the top Go player who lost the joy of the game after AlphaGo, and his all-format book sales have compounded downward every year since ChatGPT launched (roughly -5%, then -28%, then -49%, tracking toward -67%).
    • The prompt experiment both loved: with cross-conversation memory enabled, ask your model “What are three to five rewarding paths I might explore in the next five years?” Tim sent the answers to close friends who called them outstanding, including a non-book business idea Kevin urged him to build. Ask AI open-ended questions the way you would ask a close friend, not robot questions.
    • Kevin is prototyping “Bond,” an app built from scanned values-card decks: swipe to surface your core values, form explicit agreements with partners and friends that both sides “shake” on, weight the damage of a broken bond, and accumulate a trust ledger. He calls the underlying idea dark information: real relational data (trust, reliability, empathy) that exists everywhere but has never been given physical form.
    • Tim’s writing unlock for the blank page: dictate a rambling brain dump into Wispr Flow while walking, drop it into Claude to clean up, and uncomfortable procrastinated emails come together in minutes. Gear notes: Shokz OpenMeet bone-conduction headset (open ears for traffic, recommended by Exploding Kittens co-founder Elan Lee) and a Sennheiser lav mic plus the Ferrite app as a pocket recording studio that beats studio mics in echoey hotel rooms.
    • State of AI, per both: the big three are Google, Anthropic, and OpenAI, with X/Grok never count-out-able (though Anthropic and Google buying excess Colossus capacity suggests weak Grok demand; Kevin still values Grok’s X-API grounding and uses it heavily for Digg). Meta has phenomenal assets but, Kevin thinks, not the talent to keep pace. Apple is quietly a couple of years out.
    • Kevin’s Google thesis: they own the full stack (TPUs, data centers, models, Android’s install base), and their confusingly high-bandwidth chip architecture is a bet that the future is continuous learning, models improving 24/7 like a child rather than shipping as discrete releases. Consensus estimates put self-improving models 12 to 18 months out.
    • Kevin’s insider color: touring Google X with Sergey Brin and Bill Maris a decade-plus ago, he saw Waymos years before the public knew. Google is sitting on roughly five years of undisclosed deck and holds back frontier models partly for cost and partly to avoid government intervention. In 12 months we will know where Google really stands.
    • Counterweights: ChatGPT owns consumer mindshare and OpenAI must crack advertising, which is very hard; Anthropic is reportedly the fastest-scaling enterprise business ever but keeps taking hits from the administration; no frontier lab will remain unconstrained by government; and China is releasing open-source models on par with the frontier (“doing it the American way”), while AMD’s ~$4,000 local inference box can run massive models at home, eight months behind the frontier, which for many users is fine.
    • The investing lessons: let winners run (Tim: “I’ve lost more money by selling stocks early than I’ve ever probably made buying the original stock”); a famous venture firm’s internal analysis found buying at IPO and holding roughly 10 years matched their gains from early-stage investing through post-lockup; and buy the company, not just the product. Kevin’s friend David Prager spent $100k on a maxed-out Tesla instead of Tesla stock, forgoing roughly $15 million. Tim’s first stock, at about 15 years old, was Pixar, bought because Toy Story convinced him animation was the future.
    • Kevin relaunched Digg: from 20,000 weekly users to nearly 500,000 and millions of monthly page views, pulling the zeitgeist from X and other feeds with heavy AI curation rather than trying to build another social network.

    Detailed Summary

    Grief, the Tail End, and the Last Time

    The show opens with banter about alcohol taxes and ketamine before turning serious: Toaster, Kevin’s 15-year-old dog, just had a terrifying (ultimately survivable) collapse, and the pair lost their friend Om Malik of True Ventures within the week. Kevin, who got the news at a silent retreat, offers the episode’s emotional thesis: the loss and sorrow are the shape love takes when the person is gone, and he would not trade the chaos of caring for people and animals for a calmer, emptier life. Tim thanks Matt Mullenweg for the Antarctica trip that gave him days of psychologically naked time with Om, and for sending him Tim Urban’s “The Tail End,” the post whose parents-time math pushed Tim into years of deliberate family trips before his father needed a wheelchair. Sam Harris’s meditation “The Last Time” extends the theme: you rarely know a last time is the last time. Kevin’s response is to do the thing one more time anyway, bouncy-house backflips at 49 included.

    Zen, Nothing Lacking, and The Way

    Kevin describes his five-day traditional Zen sesshin with Henry Shukman and Yamada Roshi: wall-gazing with eyes open, koan practice on the out-breath, and private interviews with the Roshi. His micro-insight, about two seconds long, was a non-emotional steady state of “nothing lacking,” everything fully present with nothing to add or subtract, what Zen calls the removal of the veil. Tim relays his favorite sessions from The Way (the app both back as a philosophical investment, like the rapamycin dog aging study): “This Too is Me,” which dissolves the burden of a squirrel-chasing mind by including everything experience serves up as you, and Henry’s small physical instructions, like dropping the jaw, which Tim connects to his mandibular snoring device: an eighth of an inch down and forward opens the airway. His bottom line: 10 minutes twice a day captures most of the benefit, and watching the formerly two-weeks-and-out Kevin sustain five years of practice has been deeply reassuring.

    Rock Climbing as the Next Decade’s Project

    Kevin, marching toward 50, wants to stop bookmarking dreams (Japanese woodworking, ships in bottles) and start doing them. Tim’s answer is rock climbing: his repaired right elbow finally allows it, and his stretch goal is multi-pitch in Yosemite despite sweating through his palms at the mere thought of heights. What converted him was the Salt Lake City gym crowd at 11 a.m.: retirees in their 60s and 70s climbing 5.11+, inverted on overhangs, evidence that this sport rewards technique and consistency over youth (women who cannot do five pull-ups climb 5.13). After archery, which he loved but found definitionally solitary, climbing’s social “beta”-trading culture is the draw. The training stack: Michael Eckert’s finger-strength course, the Nug pocket grip trainer, and Abrahangs (Emil Abrahamsson’s 10-seconds-on, 50-off, 10-minute, twice-daily hang protocol). A darker aside grounds the ambition: a friend of Tim’s just died in a plane crash, and The Blade Itself keeps teaching him that life-or-death is often dumb luck.

    Protein, Ketones, and the Dementia Frontier

    The supplements run: Kevin’s new favorite is Pioneer Pastures A2 whey (30 grams, lactose removed, gut-friendly); Tim, disclosure-forward as always, travels with Maui Nui venison and treats the liver-and-heart sticks as a twice-weekly multivitamin. On processed meat, Tim’s heuristic is shelf life over ingredient forensics. The exogenous ketone conversation is more fraught: 1,3-butanediol may stress the liver (though the claim’s loudest advocates sell competing ketone salts), so Tim doses intermittently. The astonishing part: given to relatives with dementia, ketones 5xed sentence length within 20 minutes, going from non-answer answers to full paragraphs, “offline to online.” Balance risks make it dicey in exactly the population that needs it. Kevin’s mother’s new care home uses an AI radar orb for instant fall detection. For prevention, Tim’s protocol from conversations with Dr. Tommy Wood: Norwegian 4×4 VO2 max intervals three times a week for five to six months, whose hippocampal volumetric changes appear to persist up to five years, done on the one bike (Kaiser M3i) that does not wreck his back. Kevin’s sustainable version: incline treadmill plus Duolingo chess.

    MM120, Psilocybin Case Reports, and Terminal Lucidity

    Tim walks through the JAMA-published phase 3 trial of MM120 (lysergide, effectively LSD) for generalized anxiety disorder: five arms (placebo, 25, 50, 100, 200 micrograms), dose-dependent response, with 100 micrograms reading as the minimum effective dose and relief lasting through the 12-week measurement window from a single supervised treatment. Kevin clicks through mid-show and discovers it ran at Neuroscape at UCSF, their friend Adam Gazzaley’s lab, which Kevin helped fund. For Tim, clinically diagnosed with GAD and OCD, episodic rather than daily treatment is the headline. The dementia thread continues: a case report of an elderly Japanese woman who took five grams of psilocybin mushrooms, slept 19 hours, and woke into temporary full conversation; an unpublished LSD microdosing report with similar verbal fluidity. Both wrestle with consent ethics. And then terminal lucidity, the documented phenomenon of unresponsive patients becoming fully lucid days before death, which neither can explain: as Kevin puts it, if it is all localized in a deteriorated brain, where is that coming from?

    AI at Home and AI on Yourself

    Kevin’s Ubiquiti camera system, glued together with Claude-written code against its API, now recognizes faces (and Toaster), scolds loiterers through a speaker, and opens his gate when it reads his license plate, all on a $200 camera. Tim’s project is introspective: a Claude Code plus Gmail API retrospective of 20 years of angel investing, checking who made which introductions, what he passed on, and whether his stories about his batting average survive contact with data (they mostly did; he missed fewer explicit opportunities than he feared). Kevin cites friends with always-on AI wearables: about 70% of what we confidently remember is accurate. Tim’s daily-driver use is health: cross-referencing medications, supplements, and symptoms across multiple LLMs. His caution: most tasks AI accelerates were not worth doing, and the volume of efficient BS is skyrocketing. His countervailing enthusiasm: the “what should I do in the next five years” prompt with cross-conversation memory produced ideas good enough to deeply inform his next chapter. Ask it questions like a close friend. Kevin’s next experiment is “Bond,” a values-and-trust app for making implicit relational agreements (what he calls dark information) explicit, trackable, and reflective. Tim’s practical writing unlock: Wispr Flow voice dumps cleaned up by Claude, especially for procrastinated uncomfortable emails, recorded on a Shokz OpenMeet bone-conduction headset.

    The AI Landscape and Where the Money Goes

    Recorded the day a new Anthropic Sonnet launched, with Mythos due the next day, the forecasting segment lands on a big three of Google, Anthropic, and OpenAI. Kevin’s Google case: full-stack ownership (TPUs whose high-bandwidth architecture only makes sense as a bet on continuous, 24/7 self-improving learning, expected within 12 to 18 months), Android distribution, data center expertise, billion-dollar engineer retention, and a five-year hidden deck he glimpsed touring Google X with Sergey Brin and Bill Maris before Waymo was public. Google holds frontier models back for cost and regulatory reasons; within a year we will know what they have. OpenAI owns consumer mindshare but must solve ads; Anthropic is crushing enterprise ARR while absorbing slaps from the administration; no lab escapes government constraint; China’s open-source frontier-parity models and AMD’s ~$4,000 local inference box threaten the subscription model from below. The investing translation: these companies are going public, and ordinary users will finally get access. The lessons both preach: let winners run, remember that buying at IPO and holding a decade roughly matched one famous firm’s venture returns, and buy the company behind the product you love, the lesson of Prager’s $15 million Tesla and teenage Tim’s Pixar shares. Kevin closes with Digg’s relaunch (20,000 to nearly 500,000 weekly users) and Tim with the sobering chart of his AI-era book sales, compounding downward since ChatGPT.

    Notable Quotes

    “I realized that that gap is just love at the end of the day because I wouldn’t have it unless I loved this man so much. I cared for this person so much. How lucky am I to have crossed paths with this person to get to know them?”

    Kevin Rose, on losing Om Malik

    “When I lost my dad, like that is just a gaping hole of love manifested through sorrow and sadness.”

    Kevin Rose, on grief as a consequence of deep love

    “I had a sense of nothing lacking. Nothing needed to be added and nothing even possibly could be added and nothing possibly could be taken away because everything at that moment was full in the way that it should be.”

    Kevin Rose, describing his micro-insight at the Zen retreat

    “Training to not die sooner than is necessary is not sufficient for me.”

    Tim Ferriss, on why he needs concrete physical goals like multi-pitch climbing in Yosemite

    “Doing something well does not make it important or worth doing in the first place.”

    Tim Ferriss, on AI’s honest impact when most tasks were never worth doing

    “I can still write, but what they can do in 30 seconds is what would take me 30 hours. And I’m just like, it really drains the motivation for me to put in those 30 hours.”

    Tim Ferriss, on AIs trained on his own writing

    “It’s not about those new models dropping. It’s about just like a child learning. Tomorrow it’ll be better than today for forever.”

    Kevin Rose, on Google’s bet that continuous learning replaces the model-release cycle

    “You got to let your winners run as long as possible. I’ve lost more money by selling stocks early than I’ve ever probably made buying the original stock.”

    Tim Ferriss, the takeaway from his 20-year angel investing retrospective

    “You find something that you love and you buy said object when you should actually buy the company.”

    Kevin Rose, on the $100k Tesla that should have been $15 million of Tesla stock

    Watch the full conversation between Tim Ferriss and Kevin Rose here on YouTube.

    Related Reading

    • The Tail End (Wait But Why) the Tim Urban post that quantifies how little time you have left with the people you love.
    • The Way Henry Shukman’s single-path guided meditation app that both Ferriss and Rose back and use daily.
    • Terminal lucidity (Wikipedia) background on the end-of-life phenomenon neither host can explain.
    • LSD (Wikipedia) context for MM120/lysergide and the history behind the generalized anxiety disorder trial.
    • The Botany of Desire by Michael Pollan, the book Tim cites on how dogs (and plants) co-domesticated us as much as we domesticated them.
  • Tim Ferriss, Chris Williamson, and George Mack Go Down the Rabbit Hole: Japanese Immersion, Memory and Forgetting, Brain Stimulation, AI Interfaces, and the Search for Meaning

    This is the third installment of the freewheeling “Rabbit Hole” roundtable from Chris Williamson’s Modern Wisdom, and the cast is stacked: Tim Ferriss, writer George Mack, and the founder behind the ambient-AI app Sky (who posts as @signull). It is a sprawling, two-and-a-half-hour conversation that jumps from why Americans never adopted WhatsApp to whether Tim dreams in Japanese, then keeps tunneling into deeper ground: how language shapes thought, why forgetting is a feature, the frontier of brain stimulation, what the next computing interface looks like, and the search for meaning in a world where AI keeps removing scarcity. You can watch the full conversation on YouTube here.

    TLDW

    The group opens on language: the etymology of “soon,” Malay and Indonesian reduplication, the Sapir-Whorf idea that language shapes thought, and Tim Ferriss recounting how a year of total immersion in a Japanese high school at fifteen made him fluent, with a detour into why adults can learn languages faster than the myth suggests. From there they move into the mind itself, aphantasia versus hyperphantasia, eidetic memory, and the underrated advantages of forgetting, which loops into AI memory, hallucination as a form of confabulation, and the unreliability of eyewitness testimony. A long middle section, anchored by Packy McCormick’s essay “Riding the Leopard,” wrestles with meaning in a post-scarcity world, drawing on Viktor Frankl, Joseph Campbell, Nick Bostrom, and the Dawkins versus Hirsi Ali debate about whether comforting beliefs are rational if they work. Tim then walks through the most concrete material in the episode: his use of accelerated TMS, the one-day protocol, the stellate ganglion block, and why the chemical-imbalance theory of depression is largely debunked. They close on the next interface (ambient AI, camera-equipped AirPods, the post-app phone, Apple’s wait-and-win strategy), a riff on Britain versus America, and the rise of AI-assisted looks-maxing. The throughline, stated and restated, is that friction and scarcity are where meaning and value actually come from.

    Thoughts

    For a conversation that looks like pure chaos, one idea holds it together: friction is where meaning lives, and modern technology is a machine for removing friction. They route the point through Nick Bostrom (the traits we admire in people exist because we have to negotiate a scarce, resistant world), through dating apps and DoorDash (frictionless access cheapens the thing you get), and through chess (still meaningful precisely because there is an opponent pushing back, even though engines crush every human). It reframes the AI-and-meaning panic in a useful way. The danger is not that AI deletes meaning, it is that it makes meaning harder to reach, the same way a calorie-dense food environment does not outlaw health but quietly makes it the harder path. If that is right, the work ahead is less about stopping the technology and more about deliberately reintroducing resistance.

    The most original riff is the treatment of forgetting as a feature rather than a defect, and then turning that lens on AI. Humans prune memory by salience, holding onto the vivid and the painful and letting the middle fade. Current AI memory systems do not prune, so when you stuff a model’s context full of stored “facts” you get noise and forced, spurious connections. The group notes that AI hallucination is really just machine confabulation, and that humans confabulate constantly, the Grenfell Tower “baby caught from the tower” false memory and the general unreliability of eyewitness testimony being the proof. The practical takeaway for anyone building AI products is counterintuitive and correct: the hard problem is not storage, it is principled forgetting.

    Tim Ferriss’s neuromodulation segment is the most concrete and quietly radical part of the episode. The claim worth sitting with is that the chemical-imbalance theory of depression is largely debunked, and the frontier has moved to circuit-level intervention: accelerated TMS, a neuroplasticity agent like d-cycloserine taken beforehand, and a “one-day protocol” that took him from an eight or nine on anxiety and rumination down to a one, with lifelong insomnia resolved. Two honest caveats keep it credible rather than salesy. It does not always work (he is candid that several rounds failed), and the side effects are real (rebound symptoms, temporary anhedonia). The economics are a clean illustration of a pattern that recurs through the whole conversation: roughly thirty thousand dollars out of pocket today is how the unit cost eventually falls to something insurers and ordinary patients can afford, the same arc that electric cars and the first copy-and-paste-less iPhones traveled.

    The meaning-and-religion exchange is where the conversation is most alive, and most revealing about where this cohort has landed. The Dawkins versus Ayaan Hirsi Ali anecdote crystallizes it: a man “optimizing for rationality while ignoring effectiveness,” pressing someone on whether the stone literally moved on the third day, when that someone’s life was demonstrably saved by the belief. Their tentative conclusion, that comforting delusions may be permissible when the measurable outcomes (health, community, longevity, a sense of meaning) are real, would have been near-heresy in the New Atheist moment of fifteen years ago and is now close to consensus among exactly these kinds of people. Whether you buy it or not, it is a sharp barometer of how far the cultural wind has shifted, and it pairs neatly with George Mack’s point that you cannot invalidate a whole framework with a single counterexample the way you can in mathematics.

    Key Takeaways

    • Americans never adopted WhatsApp largely because the US had free SMS early, while Brits paid per text, which is also why a generation grew up compressing messages into 160 characters.
    • The word “soon” was the Anglo-Saxon word for “now.” Because people kept saying “soon” and not acting, the language invented “now” to replace it, and “now” is already drifting the same way (“now now” in South Africa, similar constructions in Latin America).
    • Malay and Indonesian use reduplication instead of plurals (table-table, orang-orang meaning men, the root of orangutan, “man of the forest”), a small example of how different languages carve up the world differently.
    • The Sapir-Whorf hypothesis and Wittgenstein’s line, “the limits of my language are the limits of my world,” frame a recurring theme: we assume we shape language, but language also shapes us, including, some speakers report, having a different personality in a different language.
    • Tim Ferriss became fluent in Japanese through total immersion as a fifteen-year-old exchange student, taking physics and world history in Japanese, helped by the fact that it was pre-smartphone so there was no English escape hatch.
    • Adults can often learn languages faster than children, not slower. Children seem faster mainly because they have no choice and are forced into immersion. Adults already have the conceptual scaffolding (grammar, abstraction, the subjunctive) that a three-year-old lacks.
    • Density of practice beats frequency. Learning a language one hour a week is like trying to learn tennis once a month. The Michel Thomas method and Nassim Taleb’s joke (“the best way to learn Russian is to go into a Russian jail”) both point at intensity and stakes.
    • People differ radically in how they think. Aphantasia is the inability to visualize (some people only think in words), while others cannot think in words at all and only in images. The “imagine an apple” test reveals where you sit on that spectrum.
    • An overdeveloped memory can be counter-evolutionary past a point. Hyperthymesia makes it hard to let go of grievances and slights, and there are real, underrated advantages to forgetting.
    • Forgetting is the hard, missing piece in AI memory. Systems store facts but have no pruning of salience, so loading lots of “memories” into context produces noise and spurious connections rather than wisdom.
    • AI hallucination is best understood as machine confabulation, and humans confabulate constantly. The Grenfell Tower “baby dropped and caught” story spread through multiple eyewitnesses and turned out to be a collective false memory once physicists questioned it.
    • Memory is bound to place. One participant had to move neighborhoods after a breakup because every coffee shop and corner replayed the relationship, echoing an Alain de Botton observation that a beautiful memory becomes the sharpest source of pain if the relationship ends.
    • Phantom phone vibrations are real and documented. Years of notifications Pavlovian-condition your body to feel buzzes that are not there, evidence of how deeply the device has wired itself into your nervous system.
    • You can train visual memory. Tools include “Drawing on the Right Side of the Brain,” gesture drawing with short timed poses, and learning to see specifics (the six local tree species) instead of the generic label “tree.” Attention and labels, not just raw acuity, drive perception.
    • The smartphone is described as a “black mirror.” There is data suggesting people with fewer mirrors at home self-report as happier, and “Zoom face” drove a surge in cosmetic surgery during the pandemic as people watched themselves on camera all day.
    • Packy McCormick’s essay “Riding the Leopard” anchors the meaning discussion. A reader who analyzed more than 200 sci-fi novels found that the most common unsolved problem in post-scarcity worlds is meaning (59% of books), with identity next at 17%.
    • Viktor Frankl’s framing recurs: “as the struggle for survival has subsided, the question has emerged, survival for what?” Ever more people have the means to live but no meaning to live for.
    • Nick Bostrom’s point (from his “solved world” work) is that almost everything we value in other people, discipline, prudence, good judgment, honesty, exists because we must negotiate a scarce world. Remove the scarcity and those values risk a strange “weightlessness.”
    • The precautionary principle cuts both ways: humans are very good at forecasting problems and very bad at forecasting the solutions that billions of people will eventually invent for those problems.
    • Chess is the optimistic counterexample to “AI removes all purpose.” Engines beat every human, yet people, including Magnus Carlsen, still love playing, because meaning needs resistance, not victory.
    • There is a real resurgence in religion, including the ascendant Latin Mass, conducted in a language the congregation does not speak. The group debates whether “comforting delusions” are actually rational if religious people are measurably happier, healthier, and longer-lived.
    • The Dawkins versus Ayaan Hirsi Ali exchange is held up as someone “optimizing for rationality while ignoring effectiveness,” and you cannot disprove a whole framework with a single counterexample the way you can in math.
    • Tim Ferriss is now far more focused on neuromodulation than psychedelics. Accelerated TMS, paired with a plasticity agent and refined into a “one-day protocol,” took him from an eight or nine on anxiety and rumination to a one, and resolved decades of insomnia.
    • The chemical-imbalance theory of depression and anxiety is, by his account, thoroughly debunked. You are not depressed simply because of low serotonin, which is part of why SSRIs come with off-target side effects and poor off-ramping plans.
    • The stellate ganglion block (SGB) acts like a hard reset of the nervous system. Tim measured a roughly 30% jump in HRV on his Whoop that held for months. It is used aggressively for PTSD in soldiers.
    • Psychedelics reopen critical-period plasticity windows (research associated with Gul Dolen) for two to three weeks afterward, which is powerful for relearning but also means whatever habits you instill in that window can stick hard. The brain is “Play-Doh warmed in the microwave.”
    • Most consumer vagus-nerve stimulators are “bunk” because they do not hit the nerve correctly (the target near the ear is the cymba concha). Kevin Tracey’s book “The Great Nerve” is cited as the credible source, and devices like gammaCore are FDA-cleared for migraine.
    • Hard safety warning: do not DIY brain stimulation. Hit the wrong target and you can make symptoms much worse. Use a reputable clinic.
    • Sequencing is everything, in TMS, in language learning, and in habit change. Most mistakes are sequencing mistakes. Pick the right domino to tip first and everything downstream gets easier.
    • The next interface is unsettled. Candidates include camera-equipped AirPods, a “Her”-style earpiece, a glanceable agentic home screen (the Sky app), and OpenAI’s Jony Ive collaboration. Elon Musk’s bet is that apps disappear and the phone generates whatever you need on demand.
    • Apple’s strategy is to never be first but to be best, letting other companies fund the R&D and split-test the market (MP3 players before iPod, smartphones before iPhone, wireless earbuds before AirPods), backed by a war chest and roughly 20 billion dollars a year from Google.
    • Both smartphone hardware and AI models feel like they are hitting diminishing returns in noticeable user experience, after a long stretch (iPhone 5 to 12) of obvious leaps.
    • If the UK were a US state it would rank first in many quality-of-life metrics (life expectancy, low homicide, healthcare coverage, paid leave) and 51st in GDP per capita. Scott Galloway’s line: America is the best place to earn money, Europe the best place to spend it.
    • A fast, real-world AI win: uploading photos of a years-long skin condition to Gemini, which correctly identified it as fungal and recommended ketoconazole shampoo after doctors had failed. Photo-based self-diagnosis is becoming a major consumer use case, as is AI-assisted “looks-maxing” and Facetune-style editing.
    • Tim’s recent long-form essay, “The Self-Help Trap: What I Learned After 20 Years of Improving Myself,” is on tim.blog, and George Mack’s book recommendations live at highagency.com/books.

    Detailed Summary

    Does Tim Ferriss dream in Japanese? Immersion and learning as an adult

    The episode’s title question gets a real answer. Tim Ferriss says he runs on an English interface but became genuinely fluent in Japanese as a fifteen-year-old exchange student, after misunderstanding that “Japanese lessons” meant all his lessons (physics, world history) would be taught in Japanese. Total immersion plus a pre-smartphone world with no way to retreat into English did the work, and when he came home it took about a month to switch back, waking up and speaking Japanese to his mother. The group challenges the myth that children learn languages faster than adults: kids appear faster only because they are forced into immersion and have no mortgage and no job to distract them. Adults arrive with conceptual scaffolding, grammar, abstraction, the ability to grasp a counterfactual subjunctive, that a three-year-old simply does not have. The real variable is density of practice, which is why a six-week immersion can beat a year of weekly classes, and why the Michel Thomas method and Nassim Taleb’s “learn Russian in a Russian jail” both lean on intensity.

    Language shapes thought: etymology and Sapir-Whorf

    The opening stretch is a love letter to etymology. “Soon” was once the Anglo-Saxon word for “now,” and degraded over generations as people said it without acting, forcing the invention of “now,” which is itself now drifting. Malay and Indonesian double nouns rather than pluralize them (table-table, and orang-orang, men, giving us orangutan, “man of the forest”). These are small doors into the Sapir-Whorf hypothesis and Wittgenstein’s claim that the limits of your language are the limits of your world. The group treats the idea that language shapes us, not only the reverse, as easy to dismiss and probably true, citing friends who feel they have a different personality or can access different thoughts in Italian or Swedish.

    Two ways of thinking, and the praise of forgetting

    From language they move to cognition. People differ dramatically: some have aphantasia and cannot picture an apple at all, thinking only in words, while others cannot think in words and only in images, one friend reportedly visualizing a staircase to count. Tim places himself far toward hyper-visual memory, able to recall the floor plan of nearly every restaurant he has been in. But the group keeps returning to the underrated value of forgetting. An overdeveloped memory, hyperthymesia, makes it hard to release grievances and slights, which may be counter-evolutionary past a point. The athletic version is the “yips,” where you have to learn to process a mistake on film and then discard it rather than ruminate.

    When memory becomes a feature: AI, hallucination, and false memory

    The forgetting thread maps directly onto AI. The founder building the Sky app notes that it is now trivial to have AI extract and store a fact, but there is no pruning of salience, no built-in sense that something is no longer relevant, so passing many stored memories into context produces noise and forced connections. AI hallucination, the group argues, is just machine confabulation, and humans confabulate all the time. The vivid example is the Grenfell Tower fire, where multiple eyewitnesses “remembered” a baby being dropped from the tower and caught, a story that fell apart once physicists ran the numbers, an illustration that eyewitness testimony and human memory are themselves hallucinated reconstructions.

    Attention, phones, and the black mirror

    Phones get treated as both nervous-system extension and liability. Phantom vibrations are real and documented, a Pavlovian artifact of years of haptic notifications. The smartphone is a “black mirror,” and the group cites data suggesting fewer mirrors at home correlate with higher self-reported happiness, plus the pandemic “Zoom face” surge in cosmetic surgery. Tim describes running no social media, no vibrate, and no ringer on his phone with no felt loss of being informed, and a wider complaint that screens are now so ambient (five screens on a treadmill, a video wall, subtitles everywhere) that going screen-free requires active effort.

    Riding the leopard: meaning in a post-scarcity world

    Tim reads from Packy McCormick’s essay “Riding the Leopard,” which opens with a parade of AI funding announcements and the deflating question, “who gives a damn, why do we care?” before pivoting to a reader, in remission from stage-four cancer, who analyzed more than 200 sci-fi novels and found that the dominant unsolved problem in post-scarcity worlds is meaning. The piece quotes Viktor Frankl on survival giving way to “survival for what,” and takes its title from Joseph Campbell’s image of Dionysus riding the leopard without being torn apart, living with composure atop overwhelming energy. The group widens it with Nick Bostrom’s argument that the human traits we prize exist only because we negotiate a scarce world, so removing scarcity creates a values “weightlessness,” and David Deutsch’s counter that problems are infinite and soluble.

    Friction, resistance, and the cocktail-party question

    The most coherent conclusion is that meaning requires friction. Chess stays meaningful despite unbeatable engines because there is still resistance. Capitalism’s genius and its cost is removing friction, dating apps turning people into a swipeable catalog, DoorDash delivering a bathing suit in thirty minutes, and that frictionlessness tends to cheapen the thing delivered. The “what do you do?” cocktail-party question gets dissected as a very Western tic that ties identity to craft and productivity. Winston Churchill becomes the case study: a man who nearly died countless times, believed he was preserved for a purpose, fought his “black dog” depression, and laid 200 bricks a day just to stay occupied.

    Religion, rationality, and comforting delusions

    The meaning question leads into the religion revival, including the surging Latin Mass conducted in a language nobody in the pews speaks. They revisit the Jordan Peterson and Sam Harris debates about whether a secular population can build a durable moral code from first principles, and the Dawkins versus Ayaan Hirsi Ali exchange, where Dawkins challenged the literal resurrection while Hirsi Ali described religion saving her from a suicidal low. The verdict offered is that Dawkins was “optimizing for rationality while ignoring effectiveness,” and that if comforting beliefs reliably produce better health, community, and meaning, calling them irrational starts to look like the irrational move. George Mack adds the logical point that you cannot void an entire framework with a single counterexample the way you can in mathematics.

    Rewiring the brain: TMS, the one-day protocol, and neuromodulation

    Tim delivers the episode’s most concrete material. He describes years of generalized anxiety, OCD, and rumination he now traces partly to Lyme disease and chronic neuroinflammation, and his use of accelerated TMS (intermittent theta-burst stimulation) targeting specific circuits identified via fMRI. Paired with a neuroplasticity agent, the antibiotic d-cycloserine, dissolved in the mouth beforehand, the treatment evolved into a “one-day protocol” that took him from an eight or nine to a one and ended decades of insomnia. He is careful to caveat: he is not a doctor, it has not worked every time (five or six attempts), and side effects include rebound symptoms, occasional insomnia, and temporary anhedonia. The broader claim is that the chemical-imbalance theory of depression is largely debunked, and that real innovation here, as with electric cars and early iPhones, starts with wealthy early adopters overpaying (around 30 thousand dollars out of pocket) until cost and throughput improve. He names Jonathan Downar as a leading researcher and is involved with a device company, Ampa, built around the one-day protocol.

    Psychedelics, plasticity windows, and the stellate ganglion block

    Adjacent to TMS, Tim explains that psychedelics (and MDMA) appear to reopen critical-period plasticity for two to three weeks afterward, work associated with researcher Gul Dolen, which is promising for stroke recovery or relearning but dangerous if you instill bad habits while the brain is malleable. He recounts a two-sided stellate ganglion block (SGB) with Matt Cook, essentially a hard reset of the nervous system that produced a roughly 30% increase in HRV on his Whoop that held for months, and is used aggressively for PTSD in soldiers. After years funding psychedelic science, he says he has done almost none in the last three years because neuromodulation has been that compelling, while warning that psychedelics are “nuclear power for the psyche,” not suitable for everyone.

    The vagus nerve, real and fake

    On vagus-nerve stimulation, Tim’s verdict is that most consumer devices are bunk because they do not hit the nerve in the right place (the ear target is the cymba concha, and many heavily funded products miss it). He points to Kevin Tracey, author of “The Great Nerve,” as the credible scientist, explains the “inflammatory reflex” and its relevance to rheumatoid arthritis and autoimmune conditions, and notes that gammaCore (the prescription version of Truvaga) is FDA-cleared for migraine, with SetPoint Medical’s implant another route. A migraine-with-aura sufferer in the group provides the real-world test case.

    The next interface and Apple’s wait-and-win game

    The future-of-computing thread argues the real AI device has not been invented yet. Candidates include camera-equipped AirPods, a glanceable agentic home screen (the Sky app’s pitch is surfacing what you need so you doom-scroll less), a “Her”-style always-on earpiece, subvocalization sensors that read intended speech, and OpenAI’s secretive hardware with Jony Ive. Elon Musk’s bet is that apps vanish and the phone simply generates what you need on demand, which is plausible now that people use ChatGPT or Claude for tasks that used to need dedicated apps. Apple’s counter-move is its classic one: never first, always best, letting rivals fund the R&D (MP3 players, smartphones, wireless earbuds all predate Apple’s versions), backed by a war chest and roughly 20 billion dollars a year from Google. Both phone hardware and AI models, the group feels, are now delivering diminishing perceptible gains.

    Britain, America, and the image economy

    The closing tangents include George Mack’s viral chart showing that if the UK were a US state it would rank first in many quality-of-life measures and 51st in GDP per capita, with Scott Galloway’s summary that America is the best place to earn money and Europe the best place to spend it. They land on AI as an everyday tool: uploading photos of a stubborn skin condition to Gemini, which diagnosed it as fungal and recommended ketoconazole shampoo where doctors had failed, and the booming use of AI for “looks-maxing,” facial analysis, and Facetune-style editing, with writer Freya India’s reporting that young women now compete to be the one holding the phone so they control the edit. Tim signs off pointing to his “Self-Help Trap” essay on tim.blog, George to highagency.com/books, and the Sky founder to the app’s growing wait list.

    Notable Quotes

    “The reason that people mistakenly believe that kids learn faster is because the kids have no choice. The kids have no mortgage. The kids have no job.”

    On why adults can actually learn languages faster than children

    “It’s the Wittgenstein quote of, the limits of my world are the limits of my language. And we think that we shape language, but language shapes us.”

    George Mack, introducing the Sapir-Whorf thread

    “There are some tremendous advantages to forgetting.”

    Tim Ferriss, on why an overdeveloped memory can be counter-evolutionary

    “As the struggle for survival has subsided, the question has emerged, survival for what? Ever more people today have the means to live but no meaning to live for.”

    Viktor Frankl, quoted by Tim Ferriss reading from Packy McCormick’s essay “Riding the Leopard”

    “Everything that we value in other humans can be refined down to the fact that you need to negotiate with a world that is scarce.”

    Summarizing Nick Bostrom’s argument about values in a solved world

    “What you see is a guy who is playing a game of optimizing for rationality whilst ignoring effectiveness.”

    On Richard Dawkins challenging Ayaan Hirsi Ali’s faith despite the outcomes it produced

    “There’s very few things that I can think of that are meaningful that are also totally frictionless or just there is no challenge in it.”

    On why meaning depends on resistance, from the chess and dating-app discussion

    “The general chemical imbalance theory of depression or anxiety is pretty much thoroughly debunked at this point. You’re not depressed because you have low serotonin levels by and large.”

    Tim Ferriss, on the shift from serotonin models to circuit-level neuromodulation

    “A lot of innovation starts with people with money spending way too much money. That’s true with electric cars, it’s true with Uber, it’s true with the early generation iPhones.”

    Tim Ferriss, on how expensive early treatments like accelerated TMS eventually scale

    These are short, curated pulls from a long conversation, not a transcript. For the full context, including the brain-stimulation walkthrough and the meaning debate, watch the full episode on YouTube here.

    Related Reading

  • Elad Gil on the AI Frontier: Compute Constraints, the Personal IPO, and Why Most AI Founders Should Sell in the Next 12 to 18 Months

    Elad Gil sat down with Tim Ferriss for a wide ranging conversation that pairs almost perfectly with his recent Substack post Random thoughts while gazing at the misty AI Frontier. Together, the podcast and the post lay out the cleanest framework I have seen for what is actually happening in AI right now: a Korean memory bottleneck capping every lab, a class wide personal IPO across the research community, the fastest revenue ramps in capitalist history, and a brutal dot com style culling that most founders do not yet want to admit is coming. Below is a complete breakdown.

    TLDW (Too Long, Didn’t Watch)

    Elad Gil argues that AI is producing the fastest revenue ramps in capitalist history while setting up the same brutal power law that wiped out 99 percent of dot com companies. OpenAI and Anthropic each sit at roughly 0.1 percent of US GDP today, on a path to 1 percent of GDP run rate by end of 2026, which is insanely fast by any historical standard. The current ceiling on capabilities is not chips but Korean high bandwidth memory, and that constraint will likely hold all major labs roughly comparable in capability through 2028. Talent has just experienced a class wide personal IPO via Meta led bidding, with packages running tens to hundreds of millions per researcher. Most AI companies should consider exiting in the next 12 to 18 months while the tide is high. Right now consensus is correct. Save the contrarianism for later.

    Key Takeaways

    • OpenAI and Anthropic are each at roughly 0.1 percent of US GDP. With US GDP near 30 trillion dollars and each lab at a roughly 30 billion dollar revenue run rate, AI has gone from essentially zero to 0.25 to 0.5 percent of GDP in just a few years. If the labs hit 100 billion in run rate by year end 2026 (which many expect), AI hits 1 percent of GDP run rate inside a single year.
    • The AI personal IPO is real. 50 to a few hundred AI researchers across multiple companies just experienced a class wide IPO event due to Meta led bidding, with top packages reportedly tens to hundreds of millions per person. The closest historical analog is early crypto holders around 2017.
    • The bottleneck is Korean memory, not Nvidia chips. High bandwidth memory from Hynix, Samsung, Micron, and others is the binding constraint. Expected to hold roughly two years. After that, power and data center buildout become the next walls.
    • No lab can pull dramatically ahead before 2028. Because every lab is compute constrained on the same input, OpenAI, Anthropic, Google, xAI, and Meta should remain roughly comparable in capability through that window, absent an algorithmic breakthrough that stays inside one lab.
    • Compute is the new currency. Token budgets now define what an engineer can accomplish, what a company can spend, and what business models are viable. Some companies (neoclouds, Cursor) are effectively inference providers disguised as tools.
    • The dot com base rate is the AI base rate. Around 1,500 to 2,000 companies went public in the late 1990s internet cycle. A dozen or two survived. AI will likely look the same.
    • Most AI founders should consider selling in the next 12 to 18 months. If you are not in the durable handful, this is your value maximizing window. A handful of companies (OpenAI, Anthropic) should never sell.
    • Buyers are bigger than ever. One percent of a 3 trillion dollar market cap is 30 billion dollars. That math makes massive AI acquisitions trivial for hyperscalers, vertical incumbents, and adjacent giants.
    • Underrated exit path: merger of equals. Two private AI competitors destroying each other on price should consider just merging. PayPal and X.com did exactly this in the 1990s.
    • 91 percent of global AI private market cap sits in a 10 by 10 mile square. If you want to do AI, move to the Bay Area. Remote work for cluster industries is BS.
    • Want money? Ask for advice. Want advice? Ask for money. The inverse also works: offering useful advice frequently leads to inbound investment opportunities.
    • AI is selling units of labor, not software. The shift is from selling seats and tools to selling cognitive output. This is why Harvey can win in legal, where decades of legal SaaS failed.
    • AI eats closed loops first. Tasks that can be turned into testable closed loop systems (code, AI research) get automated fastest. Map jobs on a 2×2 of closed loop tightness vs economic value to see where AI hits soonest.
    • Headcount will flatten at later stage companies. Multiple late stage CEOs told Elad they will not do big AI layoffs but will simply stop growing headcount even as revenue grows 30 to 100 percent. Hidden layoffs are also hitting outsourcing firms in India and the Philippines first.
    • The Slop Age could be the golden era of AI plus humanity. AI produces useful slop at volume, humans desloppify it, leverage is high, and the work is fun. This window may close as AI gets superhuman.
    • Market first, team second (90 percent of the time). Great teams die in bad markets. The exception is when you meet someone truly exceptional at the very earliest stage.
    • The one belief framework. If your investment memo needs three core beliefs to be true, it is too complicated. Coinbase was an index on crypto. Stripe was an index on e-commerce. That was the entire memo.
    • The four year vest is a relic. It exists because in the 1970s companies actually went public in four years. Today the private window has stretched to 20 years and venture has eaten what used to be public market growth investing.
    • Boards are in-laws. You cannot fire investor board members. Take a worse price for a better board member, because as Naval Ravikant said, valuation is temporary, control is forever.
    • Right now, consensus is correct. Save the contrarianism. The smart move is to just buy more AI exposure rather than try to outsmart the obvious.
    • Distribution wins more than founders admit. Google paid hundreds of millions to push the toolbar. Facebook bought ads on people’s own names in Europe. TikTok spent billions on user acquisition. Allbirds (yes, the shoe company) just raised a convert to build a GPU farm.
    • Anti-AI sentiment will get worse before it gets better. Maine banned new data centers. There has been violence directed at AI leaders. Expect more political and activist backlash, especially as AI is blamed for harms it has not yet caused while its benefits are mismeasured.
    • Use AI as a cold reader. Elad uploads photos of founders to AI models with cold reading prompts and reports surprisingly accurate personality assessments based on micro features.

    Detailed Summary

    The Numbers Are Insane and Mostly Underappreciated

    The most stunning data point in either source is the GDP math. US GDP is roughly 30 trillion dollars. OpenAI and Anthropic are each rumored to be at roughly 30 billion dollars in revenue run rate, putting each one at 0.1 percent of US GDP. Add cloud AI revenue and the picture gets stranger: AI has grown from essentially zero to between 0.25 and 0.5 percent of GDP in only a few years. If the labs hit 100 billion in run rate by year end 2026, AI will be at roughly 1 percent of GDP run rate inside a single year. There is no historical analog for that pace. Elad notes that productivity gains from AI may end up mismeasured the way internet productivity was undercounted in the 2000s, which would have downstream consequences for regulation: AI gets blamed for the bad (job losses) and credited for none of the good (new jobs, education gains, healthcare improvements). His half joking aside is that the real ASI test may be the ability to actually measure AI’s economic impact.

    The AI Personal IPO

    The most underdiscussed phenomenon in AI right now, according to Elad, is what he calls a class wide personal IPO. When a company IPOs, a subset of employees become wealthy, lose focus, and either start companies, get into politics, fund passion projects, or check out. Meta started aggressively bidding for AI talent. Other major labs had to match. The result was 50 to a few hundred researchers, scattered across multiple labs, suddenly receiving compensation in the tens to hundreds of millions of dollars range. The only historical analog Elad can think of is early crypto holders around 2017. Some chunk of these newly wealthy researchers will redirect attention to AI for science, side projects, or quiet quitting. The aggregate field stays mission aligned, but the distribution of attention has shifted.

    The Korean Memory Bottleneck

    Every major AI lab today is building giant Nvidia clusters paired with high bandwidth memory primarily from Korean fabs and a few other suppliers. They run massive amounts of data through these clusters for months, and the output is, almost absurdly, a single flat file containing what amounts to a compressed version of human knowledge plus reasoning. Right now, the binding constraint on this whole stack is HBM memory from Hynix, Samsung, Micron, and others. Korean memory fab capacity has been below the capacity of every other piece of the system. Elad estimates this constraint persists for roughly two years. After that, the next walls are likely data center construction and power. The strategic implication is enormous. While memory constrains everyone, no single lab can buy 10x the compute of its rivals, so capabilities should stay roughly comparable across the major labs. Once that constraint lifts, possibly around 2028, one player could theoretically pull dramatically ahead, especially if AI assisted AI research closes a self improvement loop inside one lab.

    Compute Is the New Currency

    The blog post sharpens a framing that runs throughout the podcast: compute, denominated in tokens, is now a unit of economic value. Token budgets define what an engineer can accomplish, what a company can spend, and what business models work. Some companies are effectively inference providers wearing tool costumes. Neoclouds are the cleanest example. Cursor is another, subsidizing inference as a user acquisition strategy. The most absurd recent example: Allbirds, the shoe company, raised a convertible to build a GPU farm. Whether this becomes the AI version of Microstrategy’s Bitcoin trade or a cautionary tale, it tells you where the cost of capital believes the next decade is going.

    The Dot Com Survival Math

    Elad walks through the brutal arithmetic that AI founders should be internalizing. In the late 1990s and early 2000s, somewhere between 1,500 and 2,000 internet companies went public. Of those, roughly a dozen or two survived in any meaningful form. Every cycle has looked like this: automotive in the early 1900s, SaaS, mobile, crypto. There is no reason AI will be different. Most current AI companies, including those ramping revenue today, will see the market, competition, and adoption turn on them. The question every AI founder should be asking is whether they are in the durable handful or not.

    Most AI Companies Should Consider Exiting in the Next 12 to 18 Months

    This is the most actionable and most uncomfortable take in either source. While the tide is rising, every AI company looks unstoppable. Whether they actually are, in a 10 year frame, is a separate question. Founders running successful AI companies should take a cold honest look at whether the next 12 to 18 months is their value maximizing window. Companies typically have a 6 to 12 month peak before some headwind hits, often visible in the second derivative of growth. The best signal that you should sell is when growth rate is starting to plateau and you can see why. A handful of companies (OpenAI, Anthropic, the durable winners) should never exit. Many others should, while everything is still on the upswing.

    What Makes an AI Company Durable

    Elad lays out four lenses for evaluating durability at the application layer:

    1. Does your product get dramatically better when the underlying model gets better, in a way that keeps customers loyal?
    2. How deep and broad is the product? Are you building multiple integrated products embedded in actual workflows?
    3. Are you embedded in real change management at the customer? AI adoption is mostly a workflow change problem, not a tech problem. Workflow embedding is durable.
    4. Are you capturing and using proprietary data in a way that creates a system of record? Data moats are often overstated, but sometimes real.

    At the lab layer, Elad believes OpenAI, Anthropic, and Google are durable absent disaster. He predicted three years ago that the foundation model market would settle into an oligopoly aligned with cloud, and that prediction has roughly held.

    Selling Work, Not Software

    The deepest structural insight in the conversation is that generative AI is shifting what software companies sell. The old model was selling seats, tools, and SaaS subscriptions. The new model is selling units of cognitive labor. Zendesk sold seats to support reps. Decagon and Sierra sell agentic support output. Harvey can win in legal even though selling to law firms was historically considered terrible business, because Harvey is not selling tools, it is augmenting lawyer output. This shift opens markets that were previously closed and dramatically grows tech TAMs. It is also why founder limited theories of entrepreneurship currently understate how many opportunities exist.

    AI Eats Closed Loops First

    One of the cleanest mental models in the blog post is the closed loop framework. AI automates first what can be turned into a testable closed loop. Code is the canonical example: outputs can be tested, errors detected, models can iterate. AI research is similar. Both have tight feedback loops and high economic value, which puts them at the top of the AI impact ranking. Map jobs on a 2×2 of closed loop tightness vs economic value and you can see where AI hits soonest. The interesting forward question is which jobs become more closed loop next. Data collection and labeling will keep growing in every field as a result.

    The Harness Matters More Than People Think

    For coding tools and increasingly for enterprise applications, what Elad calls the harness, the wrapper of UX, prompting, workflow integration, and brand around the underlying model, is becoming sticky. It is not just which model you call. It is the environment built around it. Cursor and Windsurf demonstrate this in coding. The interesting open questions are what the harness looks like for sales AI, for AI architects, for analyst workflows. Those gaps leave room for startups even as model capabilities converge.

    Hidden Layoffs and the Developing World

    Most announced AI driven layoffs are probably just COVID era overhiring corrections wrapped in a more flattering narrative. But real AI driven labor displacement is happening, and it is hitting outsourcing firms first. That means countries like India and the Philippines, where many outsourced services jobs sit, are likely to be the most impacted earliest. Several developing economies built their growth ladders on services exports. If AI takes those jobs first, the migration and economic patterns of the next decade may shift in ways nobody is yet planning for.

    The Flat Company

    Multiple late stage CEOs told Elad they will not announce big AI layoffs. Instead, they will simply stop growing headcount. If revenue grows 30 to 100 percent, headcount stays flat or shrinks via attrition. Existing employees become dramatically more productive. The very best people who can leverage AI will see compensation inflate. Sales and some growth engineering keep hiring. Almost everything else flatlines. This is mostly a later stage and public company phenomenon. True early stage startups should still scale aggressively after product market fit, just with more leverage per person.

    Exit Options for AI Founders

    Elad lays out four exit categories. First, the labs and hyperscalers themselves: Apple, Amazon, Google, Microsoft, Meta. Second, vertical incumbents like Thomson Reuters for legal or healthcare giants for clinical AI. Third, the underrated category of merger of equals between two private AI competitors who are currently destroying each other on price. PayPal and X.com did this in the 1990s. Uber and Lyft reportedly almost did. Fourth, large adjacent tech companies: Oracle, Samsung, Tesla, SpaceX, Snowflake, Databricks, Stripe, Coinbase. The market cap math has changed in a way that makes acquisition trivial. One percent of a three trillion dollar market cap is 30 billion dollars, which means a hyperscaler can do massive acquisitions almost casually.

    Geographic Concentration Is Extreme

    Elad’s team analyzed where private market cap aggregates. Historically half of global tech private market cap sat in the US, with half of that in the Bay Area. With AI, 91 percent of global AI private market cap is in a single 10 by 10 mile square in the Bay Area. New York is a distant second and then it falls off a cliff. For defense tech, the cluster is Southern California (SpaceX, Anduril, El Segundo, Irvine). Fintech and crypto skew toward New York. The remote everywhere advice is, Elad says, just BS for anyone trying to break into an industry cluster.

    How Elad Got Into His Best Deals

    Stripe started with Elad cold emailing Patrick Collison after selling an API company to Twitter. A couple of walks later, Patrick texted that he was raising and Elad was in. Airbnb came from helping the founders raise their Series A and being asked at the end if he wanted to invest. Anduril came from noticing that Google had shut down Project Maven and asking if anyone was building defense tech, then meeting Trey Stephens at a Founders Fund lunch. Perplexity came from Aravind Srinivas cold messaging him on LinkedIn while still at OpenAI. Across all of these, the pattern is the same: be in the cluster, be helpful, be talking publicly about technology nobody else is talking about, and be useful to founders before any money is on the table.

    The One Belief Framework

    Investors love complicated 50 page memos. Elad believes the actual decision usually collapses into a single core belief. Coinbase: this is an index on crypto, and crypto will keep growing. Stripe: this is an index on e-commerce, and e-commerce will keep growing. Anduril: AI plus drones plus a cost plus model will be important for defense. If your thesis needs three things to be true, it is probably not going to work. If it needs nothing, you have no thesis.

    Boards as In-Laws

    Elad emphasizes that founders should treat board composition like one of the most important hiring decisions of the company. You cannot fire an investor board member. They have contractual rights. So if you are going to be stuck with someone for a decade, take a worse valuation for a better human. Reid Hoffman’s framing is that the best board member is a co-founder you could not have otherwise hired. Naval Ravikant’s framing is that valuation is temporary but control is forever. Elad recommends writing a job spec for every board seat.

    The Slop Age as a Golden Era

    One of the warmest takes in the blog post is the framing of the current moment as the Slop Age, and the suggestion that this might actually be the golden era of AI plus humanity. Before the last few years, AI was inaccessible and narrow. Eventually AI may become superhuman at most tasks. Today, AI produces useful slop at volume, which means humans are still needed to desloppify the slop, but the leverage on time and ambition is real. That makes the work fun. If AI displaces people or starts doing more interesting work, this golden moment fades. Elad also notes the obvious counter, that the era of human generated internet slop preceded the AI slop era. AGI may end the slop age, or alternately may be the thing that finally cleans up all the prior waves of human slop.

    Anti-AI Regulation and Violence Will Increase

    This is one of the more sobering threads in the blog post. Real world AI driven labor displacement has been small so far, but anti-AI sentiment is already strong and growing. Maine just banned new data centers. There has been actual violence directed at AI leaders, including a recent attack on Sam Altman. Elad’s view is that AI leaders should work harder on optimistic public framing, real political lobbying, and reining in the doom narrative coming from inside the field. Otherwise the regulatory and activist backlash will get much worse, and likely on the basis of mismeasured impacts.

    Right Now Consensus Is Correct

    The headline contrarian take from the episode is that contrarianism right now is wrong. There are moments in time when betting against the crowd pays. This is not one of them. The smart bet is just buying more AI exposure. Trying to find the clever angle, the underlooked hardware play, the secret macro thesis, is overthinking it. Save the contrarian moves for later in the cycle.

    Distribution Almost Always Matters

    Elad pushes back on the founder mythology that great products win on their own. Google paid hundreds of millions of dollars in the early 2000s to distribute its toolbar through every popular app installer on the internet. Facebook bought search ads against people’s own names in European markets to seed network liquidity. TikTok spent billions on user acquisition before its algorithm could lock people in. Snowflake spent enormous sums on enterprise sales and channel partnerships. Sometimes the best product wins. Often the company with the best distribution wins. Founders should plan for both.

    AI as a Cold Reader and a Research Partner

    Two of the more practical AI workflows Elad describes: First, uploading photos of founders to AI models with cold reading prompts that ask the model to identify micro features (crows feet from genuine smiling, brow patterns, posture cues) and infer personality traits, sense of humor, and likely social behavior. He reports the outputs are surprisingly specific. Second, running deep dives across multiple models in parallel (Claude, ChatGPT, Gemini), asking each for primary sources, summary tables, and cross checked data. He recently used this approach to investigate the rise in autism and ADHD diagnoses, concluding that diagnostic criteria shifts and school incentives drive most of it, and noting that maternal age has a stronger statistical association with autism than paternal age, despite paternal age getting all the public discourse.

    The First Ever 10 Year Plan

    For someone who has been compounding aggressively for two decades, Elad has somehow never written a 10 year plan until now. He knows it will not play out as written. The point is that the act of imagining a decade out shifts what you choose to do in the near term. He explicitly rejects the AGI in two years therefore plans are pointless framing as defeatist. There will be interesting things to do regardless of how the AGI timeline plays out.

    Thoughts

    This is one of the more useful AI investor conversations of 2026, mostly because Elad is willing to put numbers and timelines on things that are usually left vague. Pairing the podcast with the underlying Substack post is the right move because the post is where the GDP math, the closed loop framework, and the Slop Age framing actually live. The podcast is where Elad explains how he thinks rather than just what he thinks.

    The 12 to 18 month sell window framing is the most actionable single idea in either source, and probably the most uncomfortable for AI founders sitting on multi billion dollar paper valuations. The math is unforgiving. A dozen winners out of thousands. If you are honest with yourself about whether you are in the dozen, you know what to do.

    The Korean memory bottleneck framing explains a lot of current behavior. The talent wars make more sense once you accept that compute is not going to be the differentiator for two years, so people become the only remaining lever. The convergence of capabilities across OpenAI, Anthropic, Google, and xAI starts to look less like coincidence and more like the structural inevitability of a supply constrained input. The 2028 inflection date is the one to watch.

    Compute as currency is the cleanest reframing in the blog post. Once you start pricing companies in tokens rather than dollars, everything from Cursor’s economics to Allbirds raising a convert to build a GPU farm becomes legible. The interesting question is whether this is a permanent unit of denomination or a transitional one that fades when inference costs collapse.

    The software to labor argument is the structural framing that I think will hold up the longest. Once you internalize that we are not selling seats anymore but selling cognitive output, every vertical that was previously locked behind ugly procurement and IT inertia opens up. Harvey is the proof of concept. There will be 30 more Harveys across every white collar profession.

    The closed loop framework is the cleanest predictor of which jobs get hit hardest and soonest. If you want to know whether your role is exposed, the questions to ask are whether outputs can be machine evaluated, how tight the feedback loop is, and how high the economic value is. The intersection is where AI lands first.

    The geographic concentration data is genuinely shocking. 91 percent of global AI private market cap in a 10 by 10 mile area is the kind of statistic that should make everyone outside that square think very carefully about what game they are playing.

    The Slop Age framing is the most emotionally honest moment in the post. We are in a window where humans still meaningfully add value on top of AI output. That window is finite. Enjoy it.

    The anti-AI backlash thread is the one I think most people in the industry are still underweighting. Maine banning new data centers is a leading indicator, not a one off. The fact that the impacts are likely to be mismeasured by official statistics makes the political dynamics worse, not better. AI will get blamed for harms it did not cause and credited for none of the gains. If the field’s leaders do not start communicating better and lobbying smarter, the regulatory environment in 2028 will be much worse than in 2026.

    Finally, Elad’s first ever 10 year plan stands out as the most quietly important moment in the episode. The implicit message is that even people who have been compounding aggressively for two decades benefit from forcing a longer time horizon onto their thinking. Most plans fail. The act of planning still changes what you do today.

    Read the original Elad Gil post here: Random thoughts while gazing at the misty AI Frontier. Find Elad on X at @eladgil, on his Substack at blog.eladgil.com, and on his website at eladgil.com. Tim Ferriss publishes the full episode at tim.blog/podcast.

  • A Deep Dive into the Mind of Danny Hillis: A Conversation with Tim Ferriss and Kevin Kelly

    This podcast with Danny Hillis, a renowned inventor and computer scientist, delves into his unique approach to invention and problem-solving. Hillis discusses his diverse experiences, from pioneering parallel computing to working at Disney and exploring biotechnology. He emphasizes the importance of interdisciplinary learning, collaborating with experts, and thinking in terms of systems rather than isolated solutions. The conversation also touches on AI’s potential and limitations, the future of technology, and the importance of long-term thinking, as exemplified by Hillis’s involvement in the 10,000-year clock project.


    In a recent podcast episode hosted by Tim Ferriss, listeners were given an exclusive glimpse into the fascinating world of Danny Hillis, a renowned inventor, computer scientist, and engineer. Joined by Kevin Kelly, a technology and culture expert, the conversation delved into Hillis’s remarkable career, groundbreaking innovations, and unique perspectives on the future of technology and humanity.

    Early Influences and Career Trajectory

    Hillis’s journey into the world of technology began with a childhood fascination for exploration and problem-solving. His early exposure to diverse cultures and experiences instilled in him a deep appreciation for interdisciplinary thinking and a willingness to challenge conventional wisdom.  

    Hillis recounted his time at the MIT AI Lab, where he had the opportunity to work alongside and learn from some of the most brilliant minds in the field, including Seymour Papert, Marvin Minsky, and Richard Feynman. These mentors played a pivotal role in shaping his approach to innovation and fostering his belief in the power of collaboration.  

    Parallel Computing: A Breakthrough Innovation

    The discussion turned to Hillis’s pioneering work in parallel computing, a concept that was initially met with skepticism and deemed impossible by many experts. Hillis’s determination to challenge the status quo led to the development of the Connection Machine, a supercomputer that revolutionized the field of artificial intelligence and paved the way for the high-performance computing systems we have today.  

    Cybersecurity and Zero-Trust Packet Routing

    With the rise of cyber threats, Hillis has focused his attention on developing innovative cybersecurity solutions. He introduced the concept of Zero-Trust Packet Routing, a groundbreaking approach that aims to enhance internet security by requiring every packet to carry a form of “passport and visa” to verify its legitimacy. This work has the potential to significantly improve online security and protect against malicious attacks.  

    Systemic Thinking and the Future of Agriculture

    Beyond the realm of computers and cybersecurity, Hillis expressed a deep concern for the future of agriculture and the sustainability of our food systems. He stressed the need for systemic solutions that address the complex challenges of food production, distribution, and consumption. His vision for the future includes localized food production, energy-efficient greenhouses, and a greater emphasis on environmental responsibility.  

    The 10,000-Year Clock: A Monument to Long-Term Thinking

    One of Hillis’s most ambitious projects is the 10,000-Year Clock, a monumental timepiece designed to function for ten millennia. This awe-inspiring creation, nestled within a mountain in West Texas, stands as a symbol of long-term thinking and a reminder of humanity’s potential to transcend temporal limitations.  

    The Entanglement of Technology and Nature

    The conversation took a philosophical turn as Hillis and Kelly discussed the increasing “entanglement” of technology and nature. They explored the blurring lines between the artificial and the natural, highlighting how technology is becoming more complex and intertwined with our lives.  

    AI and the Future of Humanity

    Hillis and Kelly shared their thoughts on the future of artificial intelligence and its potential impact on human civilization. They discussed the possibility of AI surpassing human intelligence and the challenges we may face in navigating this new era. Despite the potential risks, Hillis expressed optimism about humanity’s adaptability and resilience, emphasizing our ability to learn and evolve alongside technological advancements.  

    Lessons and Reflections

    Throughout the conversation, Hillis shared valuable lessons from his own experiences, including the importance of learning from failures, embracing curiosity, and maintaining a focus on long-term goals. His insights into the creative process and the challenges of bringing innovative ideas to life provided inspiration for aspiring inventors and entrepreneurs alike.  

    Wrap Up

    This podcast episode offered a captivating look into the brilliant mind of Danny Hillis, a true visionary who has dedicated his life to pushing the boundaries of technology and human understanding. His work in parallel computing, cybersecurity, and the 10,000-Year Clock stands as a testament to his ingenuity and his unwavering belief in the power of innovation. As we navigate an ever-changing technological landscape, Hillis’s insights and perspectives serve as a guiding light, reminding us of the importance of long-term thinking, interdisciplinary collaboration, and a commitment to creating a sustainable future for all.