Sebastian Mallaby

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"There's the story of Levandowski — the early early engineer at what became Waymo later — started a kind of church in worship of AI."

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"This was Shane Legg, Demis's co-founder, who gave a talk in 2009 about how superintelligence would arrive in 2030."

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"I wrote a very long piece in the Washington Post saying that if we could stop China getting frontier models by depriving them of frontier chips, I was all in favor of that."

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"He was an early early part of the PayPal team with Max Levchin and Peter Thiel and he went through that journey."

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"Huawei will figure out how to make good AI chips and you know that's inevitable."

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"I was aware of AlphaGo, the 2016 model that Demis' team at DeepMind had built which defeated the world champion at Go."

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"Google is the champion of providing easy to use software to individuals or small businesses, the whole G Suite."

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"I've got one word for you, which is Palantir. That is Palantir's business. It holds the hands of big corporations and helps them to integrate AI and use it on their own internal data and so forth."

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"Anthropic came out with this model called Mythos about a month ago which can essentially cyber attack almost anything and penetrate it — whether it's an operating system or your web browser or your bank account, all of that was suddenly vulnerable."

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"Google is the champion of providing easy to use software to individuals or small businesses, the whole G Suite. And they're integrating Gemini into all of that stuff very well. And so, why wouldn't they win?"

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"Peter exited PayPal, set up Founders Fund. This is now I think 2005, and Luke Nosek becomes one of the first partners."

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"It was a book by David Deutsch called The Fabric of Reality."

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"He had done the OpenTable investment and of course OpenTable is a two-sided marketplace where you have lots of consumers that are looking for restaurants, lots of restaurants. You put tech in between which creates information."

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"Anthropic is kind of in a class of its own in how imaginative it is in thinking about how we control frontier intelligence. They produced the best coding assistant, the best agentic system, the best cybersecurity system, and they've basically knocked it out of the park three times in a row on stuff that businesses want to pay for."

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"I was told by Demis that this meant a huge amount to him, that he'd read it in his late teens and that was when he really became convinced that he could build AI. So I went off and I tried to read it. I would say I got like 150 pages in and got bogged down. It is a difficult, challenging read, but at least I kind of extracted the essence that meant something to my subject, to Demis."

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"He makes the right judgment on Elon and SpaceX. Luke is the kind of guy who is just all in. When he falls in love with an idea and a founder, there is no curbing his enthusiasm. And so he's like all in all in all in on SpaceX."

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"I always think of the investment he did in Uber as the absolute quintessential perfect venture investment."