What's Still Valuable When Intelligence Is Free
Investor Cliff Sosin joins Invest Like The Best to argue that intelligence has hard limits and is getting cheap fast, so the lasting value lies in what complements it: data, attention, physical proximity and scale.
The gist
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Sosin says chaotic systems like weather cap what even perfect intelligence can predict, so real progress still requires slow experiments that touch reality.
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He describes Meta as spending roughly all of its $250 billion revenue on intelligence, which he expects to fall about 100x in price over five years.
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Sosin doubts the AI buildout trade because demand is price sensitive: he uses the Muse app to check his workout form, but only because it's cheap.
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He tells his companies everyone, from the board and CEO down, should vibe code at hackathons, then give AI read-only access to every system.
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On education, Sosin says kids should learn basics without models so they can direct them, then tackle far harder assignments using AI fully.
"I'll film myself working out with my Muse app and it'll show me pointers on my form, and I'll do that for very little money, but I won't do that if the price point is real."
▶ Play at 28:4317 creators recommend it, including Claire Vo, Peter Yang, and Riley Brown.
See all on the Muse page"Well, it starts by making sure that everyone is vibe coding. Starting at the board and the CEO, everybody needs to start building something. They need to have hackathons. And I don't mean the developers, I mean everybody needs to have hackathons. It's not so much that you're g..."
▶ Play at 51:19What they recommend · 2 picks
"Well, it starts by making sure that everyone is vibe coding. Starting at the board and the CEO, everybody needs to start building something. They need to have hackathons. And I ..."
"I'll film myself working out with my Muse app and it'll show me pointers on my form, and I'll do that for very little money, but I won't do that if the price point is real."
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