How a Chinese AI lab spun out of a hedge fund shook up the entire tech industry.

A longer and more chaotic follow-up conversation in which Andrew and I dive into the weeds of our differing approaches to solving coordination.

Patrick interviews me; the energy transition; Americans die young; family and fertility; educating the poor; AI and growth

The Chinese app has just “blown the roof off” and “shifted the power dynamics.”

Soundtrack: The Hives — Hate To Say I Told You So In the last week or so, but especially over the weekend, the entire generative AI industry has been thrown into chaos. This won’t be a lengthy, technical write-up — although there will be some inevitable technical complexities,