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18:30LONG
“AI has driven the cost of idea generation down to almost zero”
@Dwarkesh Podcast
Tao argues AI has collapsed idea generation cost to near zero, making verification and evaluation the new bottleneck. Palantir builds platforms for large-scale data integration and analysis, the closest public proxy for verification infrastructure at scale.
PLTRLONG@ $153.99
$124.88-18.90%
since call Mar 20
34:00LONG
“they can buy scale, and you just pick the winners”
@Dwarkesh Podcast
Tao reveals that AI has a 1-2% success rate on hard math problems, but at scale it still solved 50 Erdos problems nobody else could crack. The lever is compute to run millions of attempts. NVIDIA's GPU monopoly directly benefits from this breadth-over-depth paradigm.
NVDALONG@ $173.84
$198.85+14.39%
since call Mar 20
peak +21.6%
TIMESTAMPS
18:30
34:00