English transcript

On November 30th of 2022, I think it was, you

know, Sam did a little tweet and all of a sudden

the world completely changed forever. And yet,

how much of daily life has changed three years

later?

I'd say almost nothing has changed because of

AI. Almost nothing. So what's changed?

People still stare at their phone instead of

sometimes going to Google, they go to ChatGPT.

And ChatGPT is really big. It's got about 800

million users, I think weekly active users.

So that's changed. Now, as of a week ago, Sora...

what... that's really kind of replacing TikTok

and Instagram and... I... it's pretty obvious

what Instagram is going to do to follow them.

They're going to... they're going to... because

Sora... after showing... the Sora videos are

showing up on Instagram, so Mark is going to

make all of the content AI generated and then

that's going to get boosted over influencers.

They're going to have a freak out and this is

going to be a big problem. So... so that's going

to happen and that's happening like in weeks,

not months, um, unfortunately. But like, I think

we just need to ask ourselves like, yes, if

you go to the... the App Store and you rank

the top 50 apps in the App Store, the first...

I think the first app is Sora, the second app

is ChatGPT, the third app is Gemini. And apps

4 through 50 are not AI apps. They're just apps

that were, like ours, the same as they were

before AI. So here's my... my... my belief.

My belief is the real change to society happens

when apps change. Think of this as like a gold

rush. We're here in San Francisco. Intelligence

is the gold. There's a whole bunch of startups

that are enterprise startups. Those are like

the picks and shovels company. I'm on the board

of Y Combinator. There's tons of companies that

are starting AI companies, but they're almost

all enterprise companies. They're all new ways

to do work with AI. There's not a lot of popular

consumer companies other than the aforementioned

three apps. In the next three years, we're going

to have to do something with the gold. We're

going to have to build apps. It's like we invented

the jet engine, we put it behind a car. We have

to invent the airplane. We have to build applications.

And so I want us to help build, like, AI-native

applications. And the other... other thing I'll

say about AI is... the term AI... the... the

important term is artificial. We are now living

in a world, as of last week, with the video

content, where you cannot know for certain...

I mean there could be digital fin... uh... like

fingerprints that this is real, but we're going

to live in a world where it's not clear that

you're seeing... what you're seeing is real.

You won't be able to tell. And I think that's

maybe the point of it. That in the future, if

it's on a screen, it will be artificial. Or

it could be artificial. And so you want to ride

a trend or you want to ride the opposite of

a trend?

And the opposite of artificial is real. The

opposite of screen is the real world. And so

I think that the real world will not change

that much in the next three years. I think we're

going to basically create this digital world,

staring at a screen, that's highly artificial,

it's going to get more and more immersive, and

there's going to be the physical world. You're

going to have robotics, but other than robotics,

people are going to still drink wine the same

way, all that stuff is going to be very, very

similar. Now, a lot of robotics are going to

replace a lot of jobs. People aren't going to

be driving cars in the future. They're not going

to be working in warehouses in the future. They're

not going to be maybe checking people out or

doing certain things. So what are they going

to do?

Um, I don't know all the things they're going

to do, but I think hosting is a real opportunity.

I don't think you want a mas... a robot to give

you a massage anytime soon. And so, you know,

I don't think you want a... like an AI to do

this experience. You want a human connection.

And again, like, you know, people want real

connection in the real world. Why are people

feeling so lonely right now?

Because, you know, they're connecting with,

you know, before... reason... until recently,

they were connecting with people they don't

know, arguing with people on the internet, and

your Instagram followers aren't coming to your

funeral. No one changed someone else's mind

in a YouTube comment section. And now pretty

soon we're going to have a situation where your

friends are going to be AIs. And like... like...

it... so... so there has to be this movement

to real. So we want to be an AI-native app.

We want to be one of the largest workforces

in the world, and we're really doubling down

on real people, real world, real connection.

We want to be an AI-native application to get

you off your phone to the world that will be

somewhat unadulterated by AI.