Welcome to the Stewart Squared podcast with the two Stewart Alsops! In this episode, Stewart Alsop II and Stewart Alsop III discuss the complexities of San Francisco’s tech scene, the future of AI, and the evolution of tech infrastructure. They explore how San Francisco’s self-perception contrasts with a broader sense of national decline, draw parallels between historical empires and modern society, and debate the real impact of AI beyond the current hype. The conversation also touches on the concept of "federation of devices," the bubble-like behavior in the AI industry, and the influence of figures like Elon Musk. For more insights, check out Stewart Alsop III's interview with Subutai Ahmad of Numenta on the Crazy Wisdom podcast, linked here.

Check out this GPT we trained on the conversation!

Timestamps

00:00 Introduction to Stewart Squared Podcast

00:37 San Francisco and the Decline of Civilizations

03:13 AI Bubbles and Market Predictions

04:36 The Future of AI and Real-Time Systems

13:06 Innovative AI Devices and Persistent Networks

20:31 Understanding PCBA and Its Components

21:11 NVIDIA's Evolution and Impact on Technology

23:24 The Role of GPUs in Modern Computing

24:34 NVIDIA's Market Valuation and Comparisons

26:14 AI Companies and Their Valuations

27:47 Apple's Legacy and Future Innovations

28:59 The Vision Pro and Apple's Strategy

33:05 Apple's AI Integration and Market Position

36:32 Fiduciary Duty in Business

38:32 Conclusion and Final Thoughts

Key Insights

1. San Francisco’s Perception of Decline: While many in the United States believe the nation is in decline, San Francisco’s tech elite view their city as the epicenter of innovation and the future of AI. This paradox highlights a disconnect between local and national perspectives, with San Francisco seemingly detached from the broader narrative of decline.
2. AI and the Federation of Devices: The episode explores the concept of a "federation of devices," where interconnected, real-time devices work seamlessly together, potentially revolutionizing how humans interact with technology. This idea represents a shift from centralized computing to a more distributed, responsive network that mirrors the human brain's functionality.
3. The AI Bubble and Its Inevitable End: There is a consensus that the current AI boom, much like previous tech bubbles, will eventually burst. The enthusiasm surrounding AI, particularly in San Francisco, is seen as unsustainable, with the episode predicting a disruptive event or shift that will deflate the bubble and recalibrate expectations.
4. Elon Musk as a Digital Warlord: Elon Musk is portrayed as a powerful, almost feudal figure in the tech world, particularly in his dominance over digital and satellite networks like Starlink. His influence extends beyond typical corporate leadership, positioning him as a central figure in the future of global communications and tech infrastructure.
5. Comparisons to Historical Empires: The conversation draws parallels between the rise and potential decline of San Francisco with historical empires like Rome and the British Empire. This analogy suggests that San Francisco, like these past empires, may be at a peak that precedes a significant downturn, reflecting broader cycles in history.
6. The Future of AR and VR: Apple’s Vision Pro is critiqued as a misstep that signals a potential departure from the visionary leadership of Steve Jobs. The discussion contrasts Apple’s current approach with the more nimble, innovative efforts of companies like Meta and smaller open-source projects, raising questions about Apple's future in AR and VR.
7. Tech’s Impact on Society and Warfare: The episode touches on how advancements in technology, particularly in AI and gaming, are influencing real-world behaviors, such as the use of video games like Call of Duty for military training. This insight underscores the broader implications of tech developments on societal norms, ethics, and global security.