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$COLOSSAL-BIOSCIENCES · Demis Hassabis on AGI, Robots Scale Production, and Elon’s $1T Mars-Shot Comp | EP 253
now playing · $COLOSSAL-BIOSCIENCES
Ismail: De-extinction is first step toward computationally resurrecting all extinct species and humans
Colossal's de-extinction work is a special case of a broader Russian Cosmist program to use technology to bring back every species and every human who ever lived, computationally…
$SPCX···bullish· highdave blundin
Blundin: SpaceX moonshot comp package aligns investors with 1000x outcomes
The all-or-nothing compensation package tied to a Mars colony of 1M+ people and a $7.5T valuation creates a new corporate governance model for moonshot companies where investors w…
$FIGUREbullish· highdave blundin
Blundin: Robotics is the next decade-long wave as AI commoditizes software
AI writing software so well means pure software investing has limited life; robotics and data centers will be the dominant investment themes for the next decade-plus.
$TSLA···bullish· highdave blundin
Blundin: Tesla will be known as Optimus robot production company, not car maker
Tesla's manufacturing expertise scaling cars will translate to humanoid robots; in 10-20 years Tesla will be known as the Optimus production company, not an auto manufacturer.
$LLY···bullish· highalex wissner-gross
Wissner-Gross: Eli Lilly approaching $1T as market signals longevity drugs and AI as future industries
Eli Lilly's GLP-1 franchise (Mounjaro, retatrutide) is driving it toward a trillion-dollar valuation, and the market is clearly signaling that longevity drugs and AI are the two o…