AI will 10x these 8 industries in the next decade

My First Million · · 38 min

Shaan Puri walks Sam Parr through eight industries, from drugs and food to warfare, housing and prosthetics. He argues AI's biggest payoff is in physical things, not software or content.

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The gist

  1. Shaan says making content or software with AI is a race to the bottom, and the real opportunity is AI in the world of things.
  2. Shaan notes a new drug typically took 10 years and $2 billion with an 80 to 90% failure rate, which AI-driven drug companies could change.

What they recommend · 1 pick

"Self-driving cars are definitely here. I get in my Tesla every day. I push the button. It drives 95% of all the miles. The only time I take over is basically in parking lots whe..."

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Also mentioned

0:50 Anthropic · "You look at a company like Anthropic, it's basically the best business in the history of capitalism so far,..."
2:19 Runway · "Using AI to create video like Runway, images like Midjourney, text like ChatGPT, you know, those are the..."
2:21 Midjourney · "Using AI to create video like Runway, images like Midjourney, text like ChatGPT, you know, those are the..."
2:24 ChatGPT · "Using AI to create video like Runway, images like Midjourney, text like ChatGPT, you know, those are the..."
4:33 Eli Lilly · "I think what Eli Lilly is doing is awesome. Eli Lilly's leaned in super hard to AI. They're buying compute..."
4:56 Isomorphic Labs · "Google has this company called Isomorphic that Demis, the founder of DeepMind, he's now just kind of all in..."

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