Hey, it's Danny Crichton. 2023 was an incredibly busy year, and nowhere was there more fervent attention than on artificial intelligence. OpenAI launched ChatGPT at the very end of 2022, and its implications found purchase this year among more than one hundred million users and the regulators who serve them. Those product developments don't even get into the crazy governance crisis at OpenAI a few weeks ago, which saw Sam Altman and then the board of directors toppled in a story that likely outshone the collapse of Silicon Valley Bank as the most important tech crisis of the year.

This episode was produced, recorded and edited by Chris Gates

Music by George Ko

In a world where science fiction often paints a pessimistic picture of dystopian futures and critiques of modern technology, novelist Eliot Peper stands out with his latest work, "Foundry." a thrilling exploration of the geopolitical intricacies of semiconductor manufacturing. In this episode of the "Securities" podcast, host Danny Crichton engages with Peper to discuss this engaging spy thriller, which goes beyond the surface to delve into how the tiny chips powering our phones and computers play a central role in 21st-century global politics. This book, Peper's 11th, began with a dream and unfolded line by line, leading to an unexpected journey through the complex realities of technological advancements and their impact on world affairs. "Foundry" is more than just a story; it's an invitation to ponder the unseen forces shaping our civilization.

While semiconductors are a key topic, the conversation goes deeper, examining why Eliot continues to weave narratives in speculative fiction amidst a tech industry often bogged down by the weight of relentless pessimism. 

Ever wonder if your dreams were more than just dreams? Dive into an intriguing conversation with Erik Hoel on our latest “Securities” podcast with host Danny Crichton, as we explore the unexpected link between AI, neuroscience, and the enigmatic world of dreams. 

What if dreams are our brain's way of preventing cognitive overfitting, much like synthetic datasets in machine learning? Could dreams be the human equivalent of synthetic data?

This episode doesn't just stop at dreams. We end the conversation with a discussion of Erik’s essay “Why we stopped making Einsteins” delves into the intriguing question of why, despite the widespread availability of knowledge through the internet, there hasn't been a noticeable surge in the emergence of geniuses or a new golden age of intellectualism. Hoel argues that the decline in the production of geniuses, or world-historic figures, is closely tied to changes in education, particularly the decline in personalized, one-on-one tutoring.

Could AI be the revival in one-on-one tutoring that we need to unlock genius? 

With engaging insights from guests Josh Wolfe and Samuel Arbesman. Don't miss this captivating episode that merges the mysterious with the scientific, offering a fresh perspective on the wonders of the human mind and the future of AI. Tune in and be part of a discussion that's reshaping our understanding of consciousness.

In this episode of the "Securities" podcast, host Danny Crichton leads a discussion on consciousness with guests Erik Hoel, Josh Wolfe, and Samuel Arbesman. They dive into "The Consciousness Winter," comparing it to the AI winter in artificial intelligence. This concept highlights how consciousness studies were once sidelined but have since seen a revival. The conversation covers various theories, including Integrated Information Theory (IIT), and the importance of a mathematical approach to understanding consciousness.

Welcome to "Securities," a podcast and newsletter about science, technology, finance, and the human condition.

In this episode, Danny Crichton and Josh Wolfe discuss themes from Lux Capital's Quarterly Letter, where techno-optimism collides with the despair of techno-pessimism.

The conversation dives into the paradoxes of AI, oscillating between its awe-inspiring potential in transforming healthcare and education and the looming existential threats it poses. Danny and Josh dissect the complexities of AI, debating whether it's a Pandora's box leading humanity towards an unstoppable dystopian future or a beacon of hope promising unprecedented societal benefits.

They also look at the critical role of error correction and criticism in the advancement of technology, advocating for a pragmatic middle ground in a world polarized between blind optimism and hopeless pessimism. The duo explores the necessity of competitive open systems in fostering innovation, warning against the dangers of AI monopolies.

Josh sheds light on the concept of instrumental objectivity, emphasizing the urgent need for realism and pragmatism in technological and societal progress. They argue that while we aim for lofty future goals, the focus should remain on developing practical tools and instruments in the present.

It's a must-listen for anyone interested in the future of AI, the role of innovation in society, and the fine line between utopian dreams and apocalyptic realities.

In this episode of “Securities” by Lux Capital, host Danny Crichton joins guests Brian McCullough, host of the Techmeme Ride Home podcast and General Partner at the Ride Home Fund; Shahin Farshchi, General Partner at Lux Capital; and Matthew Lynley, founder and writer of the Supervised newsletter to discuss regulation and competition in AI, questioning whether open-source or proprietary AI will dominate the future. With discussions ranging from the impact of large language models to AI’s encroachment on government agendas, this episode touches upon the battles shaping AI’s future. Are we on the brink of an AI utopia or a dystopia? This episode is a crucial listen for anyone wanting a snapshot of AI’s as it stands today.

Welcome to this enlightening episode of "Securities” Podcast with host Danny Crichton, where we navigate the intricate crossroads of technology, national security, and democracy. Our guest today is Miles Taylor, the author of "Blowback: A Warning to Save Democracy from the Next Trump."

In this episode, we delve deep into the challenges and complexities of modern governance, the shifting landscape of national security threats, and the role of technology in shaping our society. We explore the impact of generative AI on the creative class and ponder the future of democracy in an increasingly digital world.

Join us for a thought-provoking discussion that will leave you questioning the trajectory of the United States, its people, and where things are headed in this age of rapid technological advancement.

As the birthplace of semiconductors and computers, Silicon Valley has historically been a major center of the defense industry. That changed with the Vietnam War, when antiwar protesters burned down computing centers at multiple universities to oppose the effort in Southeast Asia, as well as the rise of countercultural entrepreneurs who largely determined the direction of the internet age.

Today, there are once again growing ties between tech companies and the Pentagon as the need for more sophisticated AI tools for defense becomes paramount. But as controversies like Google’s launch of Project Maven attest, there remains a wide chasm of distrust between many software engineers and the Pentagon’s goals for a robust defense of the American homeland.

In this episode of “Securities”, host Danny Crichton and Lux founder and managing partner Josh Wolfe sit down with retired lieutenant general Jack Shanahan to talk about rebuilding the trust needed between these two sides. Before retirement, Shanahan was the inaugural director of the Pentagon’s Joint Artificial Intelligence Center, a hub for connecting frontier AI tech into all aspects of the Defense Department’s operations.

We talk about the case of Project Maven and its longer-term implications, the ethical issues that lie at the heart of AI technologies in war and defense, as well as some of the lessons learned from Russia’s invasion of Ukraine the past year.

Artificial life, aka “A-life”, is an intellectually vital field simulating life within computational systems. By allowing simulations to run uninterrupted for extended periods, researchers can observe emergent behaviors, patterns, and even evolutionary trajectories. What's particularly intriguing is that these artificial systems often exhibit behaviors and patterns reminiscent of natural life, reinforcing that certain principles of life and evolution might be universal, whether in a biological context or a digital one.

In this episode of "Securities," host Danny Crichton is joined by Lux scientist-in-residence Sam Arbesman and special guest Olaf Witkowski, who is the director of research at Cross Labs and the current president of the International Society for Artificial Life.

Among many topics, the three of them discuss cellular automata, the origins of evolution, and the open-endedness of A-life.

Think AI can't touch the creative world? Think again. Writers,

Our YouTube Ch

Lux Capital