← Dwarkesh PodcastTrade on Robinhood →Trade on Robinhood →Trade on Hyperliquid →
“there's this bizarre 10x per year growth in revenue that we've seen. Right. So, you know, in 2023 it was like $0 to $100 million. 2024, it was $100 million to…”
@Dwarkesh Podcast
AI revenue compounds ~10x/year into hundreds of billions, so frontier-lab compute spend keeps scaling fast
ANTHROPICLONGIDEA · NOT YET PRICED
“when, for whatever reason, the models have those skills, then robotics will be revolutionised, both the design of robots because the models will be much…”
@Dwarkesh Podcast
AI will revolutionize robotics within ~1-2 years of reaching country-of-geniuses, unlocking trillions in robot revenue
KOIDLONG@ $35.60
$36.64+2.91%
since call Feb 13
peak +8.4%
“I actually worry more about the drug approval process where I think AI models are going to greatly accelerate the rate at which we discover drugs and just the…”
@Dwarkesh Podcast
If AI floods the trial-and-approval pipeline, clinical-trial execution becomes the scarce resource and CROs re-rate up.
MEDPLONG@ $431.03
$564.46+30.96%
since call Feb 13
peak +51.8%
105:38LONG
“A thing I've been trying to fight for is export controls on chips to China. And that's in the national security interests of the US... And yet it doesn't…”
@Dwarkesh Podcast
US export controls on advanced chips to China will keep failing because chip-sale money overrides the policy
NVDALONG@ $184.01
$199.31+8.31%
since call Feb 13
peak +16.1%
TIMESTAMPS
21:18
78:46
102:28
105:38