The Stargate Project - The $500 Billion AI Agenda

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Matt Wolfe
Here's what we know about The Stargate Project and what I like about it and what concerns me about i...
Video Transcript:
so Donald Trump just announced the Stargate project and open aai went to X to sort of give us more details about what this Stargate project is and to be honest I have really really mixed feelings about it and I'll explain why because there's one specific thing that I haven't seen anybody else talking about that is a little bit concerning to me but I'll get to that in just a moment first let's take a quick look at what this project Stargate is so this is a new company which intends to invest $500 billion over the next
4 years to build new AI infrastructure for open AI in the United States this is already kind of surprising to me because obviously Elon Musk is kind of like one of Trump's right-hand men now and he's got xai but this is actually a project that this money is going towards open AI we will begin deploying $100 billion immediately this infrastructure will secure American leadership and AI create hundreds of thousands of American jobs and generate massive economic benefit for the entire en World personally I think the entire world portion of this is maybe a little debatable
there's definitely certain countries the US is trying to prevent from getting Advanced AI technology but we'll move on past that for a moment so the initial equity funders in Stargate are soft bank which is CEO by this guy right here masay Yoshi son open AI which is obviously Sam Alman Oracle and mgx and Oracle is Larry Ellison here and he's one of the key figures that sort of makes me a little worried about this but again I'll get to that in just a moment SoftBank and open AI are the lead partners for Stargate with SoftBank
having financial responsibility and open AI having operational responsibility masayoshi son will be the chairman So Soft bank's putting all the money in open AI is basically building the technology arm Microsoft Nvidia Oracle and open AI are the key initial technology Partners so arm basically it manufactures the chips that go into a lot of mobile devices when you see like Snap ragged chips that's built on basically arm technology Microsoft everybody's familiar with them open AI is essentially 49% owned by Microsoft Nvidia Oracle and open AI they're the key technology Partners they're already building this out in
Texas and they're evaluating potential sites across the country for more campuses as we finalize definitive agreements now what's interesting about Oracle is Oracle is essentially a competitor to Microsoft Azure pretty much all of open AI systems right now are running on Microsoft AER cuz they have that partnership with Microsoft so the fact that Oracle and Larry Ellison is the one that's there making the announcement with them is fairly interesting it almost feels like open aai needs more compute than what Microsoft can provide so they're bringing in Oracle to help with that Microsoft however did put
out a statement right after this information dropped basically saying that nothing really changed between the partnership with open Ai and Microsoft we're thrilled to continue our strategic partnership with open Ai and to partner on Stargate today's announcement is complimentary to what our two companies have been working on together since 2019 the key elements of our partnership remain in place for the duration of our contract through 2030 with our access to open AI op our Revenue sharing arrangements and our exclusivity on open AI API all continuing forward so Microsoft has the rights to all the open
AI IP the openai API is exclusive to azur so if you're using the openai API to build your own products or your own wrappers around open AI AI products it'll still be running on Azure Microsoft and open AI have Revenue sharing agreements that flow both ways ensuring that both companies benefit from increased use of new and existing models and Microsoft remains a major investor in open AI providing funding and capacity to support their advancements and in turn benefiting from their growth in valuation so essentially that's Microsoft going yes they're working with Oracle they're building this
Stargate but nothing really changes with our agreements with open AI so continuing down this tweet here as part of Stargate or orle Nvidia and open AI will closely collaborate to build and operate this Computing system this Builds on deep collaboration between open Ai and Nvidia going back to 2016 and newer Partnerships between open aai and Oracle this also Builds on the existing open AI partnership with Microsoft open AI will continue to increase its consumption of azure as open AI continues its work with Microsoft with this additional compute to train leading models and deliver great products
and services so based on that it does kind of sound like Microsoft will benefit from any new models that come out of this project Stargate that is getting financed by masayoshi son all of us look forward to continuing to build and develop Ai and in particular AGI for the benefit of all Humanity we believe that this new step is critical on the path and will enable creative people to figure out how to use AI to elevate humanity and then Elon being Elon replied they don't actually have the money this same announcement that was posted on
X by open AI was also posted on the open AI blog so if you want to read it in a sort of cleaner format here they did put this up as a blog post but there was some press conferences as well and I want to highlight some of the stuff from the press conference before getting to my major concerns with this Larry Ellison spoke first sharing optimism about being able to cure cancers and new drug discoveries and things like that the kind of applications that we're building to give you an idea maybe the most charismatic
and the one that I think touches us all is electronic health records not just maintaining electronic health records but by looking at electronic health records understanding the condition of the doctors better understanding the condition of their patients and being able to provide health care plans that are much better than the otherwise would be a doctor in Indian uh River Reservation would be able to see how a doctor at Memorial Sloan ketering would would Tre treat the patient or a a doctor at at Stanford would uh would treat the patient we actually provide all of that
information all of that guidance to the doctors for we're treating cancer patients or patients with any other kind of disease made possible by AI uh one of the most exciting things we're working on is our a cancer vaccine turns out all of our cancers cancer tumors little fragments of those tumors float around in your blood you can do early cancer detection with a blood test and using AI to look at the blood test you can find the a can the cancers that are actually seriously threatening the person so we can again cancer cancer diagnosis using
has the promise of just being a simple blood test then beyond that once we Gene sequence that cancer tumor you can then vaccinate the person design a vaccine for every individual person to vaccinate them against that cancer and you can make that vaccine the that mRNA vaccine you can make that robotically again using AI in about 48 hours so imagine early cancer detection the development of a cancer vaccine for the for your particular cancer aimed at you and have have that vaccine available in 48 hours this is the promise of AI and the promise of
the future Masa Yoshi son also said a few words here this is the beginning of golden age we would uh make this happen we would immediately start deploying hundred billion dollar with a goal of making $500 billion within next four years this is not just for business this will help people's life this will help solving many many issues difficult things that otherwise we could not have so with a power of AI I think uh uh AGI is coming very very soon that's not the goal after that artificial super intelligence will come to solve the issues
that mankind would never ever have thought that we could solve this is the beginning of golden age and then of course Sam had a few words to say as well I am doing some little chop chop and editing to just the most important parts and cutting out some of the fluff just just so you know that's why there's some edits throughout this I think this will be the most important project of this era and as Masa said for AGI to get built here to create hundreds of thousands of jobs to create a new industry centered
here I think it'll be uh an exciting project I think we'll be able to do all of the wonderful things that these guys talked about but the fact that we get to do this in the United States is I think wonderful I believe that as this technology progresses we will see diseases get cured at an unprecedented rate uh we will be amazed at how quickly we're curing this cancer and that one and heart disease and what this will do for the ability of to to deliver very high quality Healthcare the costs but really to cure
the diseases um at a rapid rapid rate I think will be among the most important things this technology does the three also did a quick little interview on the White House lawn after the Press briefing and I'm going to chop it down to just the points that I think are worth hearing here when you go to the hospital these days if you're using a modern system the doctor will get a little note written by AI describing what the purpose of the appointment and then that not will have your latest lab test so the doctors prepared
when they meet with the patient the AI will actually listen to the conversation between the doctor and the patient and make recommendations and improve the likelihood that the patient is going to get a high quality of care it's easier for the doctor it's better outcomes for the patient it's really a revolution in medicine it's a revolution in many other Industries as well medicine just touches us all hundreds of millions of people using these tools today it'll go to billions people are using it and really dependent on for all sorts of great things in their lives
like any new technology we do have to put some rails on it you can imagine ways it could go wrong but if you look at the safety record what we've been able to so far what I think we'll be able to do in the future the benefits of this tremendously outweigh the downsides we have to be responsible how we do this we have to build it carefully but I think people are really good and people will do on balance incredible things with this technology the scale of this investment obviously is huge what I think that
says about the likely progress of the technology at least what all of us believe is is correspondingly huge but I have enormous Faith we'll figure it out the data center we're building will be the largest computer over built which enables this AI which will allow personalized medicine this is going to touch all of us yes a takes a huge investment but the result of the investment will be vaccines that prevent cancers personalized medicine where we never again run into a problem like covid-19 because we get an early warning we know when covid starts when there
are a handful of patients rather than having to wait until it's become anep epidemic and very difficult to control this is a very large investment that affects all of humanity so I find all this to be really really fascinating and like I mentioned towards the front of this video I do have mixed feelings about about it I think it is smart for the us to try to be first in AI make no mistake about it there's essentially like an equivalent of the Space Race going on right now between countries like the US and China trying
to be the first to AGI because the first country to get to AGI is most likely the first country to get to ASI and the world's going to get there and since the world's going to get there no matter what the US wants to be the first country to get there to essentially control this superpower which will be AGI artificial general intelligence followed not long after by ASI artificial super intelligence where now this artificial intelligence is smarter than pretty much any human and we almost lose track of why it's doing what it's doing because it
is so much smarter than the smartest human beings and I do think there is a lot of good that will come from this I do believe that it will cure diseases I do believe that in the near term it will create a lot more jobs and what these guys are saying during these press conferences is all of the really exciting stuff the all the talking points that people should be excited about around AI however this is something that I haven't seen anybody else talking about yet and it's this guy right here Larry Ellison his involvement
in this I do have a little bit of concern about his true motives around this in fact let me show you a clip of why I have some concerns this is from oracle's financial analysis meeting listen to what he has to say in this meeting everyone would see it your your your body cams will be transmitting that the police will be on their best behavior because we record we we're constantly recording watching and recording everything that's going on citizens will be on their best behavior because we're constantly recording and Reporting everything that's going on Ellison's
vision is for AI to analyze data from this network of cameras in real time in an attempt to prevent crime while also tracking and influencing public behavior for a safer Society we're going to have supervision other words every police officer is going to be supervised at all times Ellison seems to have this vision of constant surveillance all the time police being on their best behavior citizens being on their best behavior because they know they're always being watched and AI is constantly analyzing all of these cameras and what is happening out in the real world you
know what that would require a mega massive data center now I don't want to be all pin foil hat conspiracy theorist here but it makes me wonder if Larry's out there talking about all the big health care benefits and all of the increased job benefits to get people on board with this idea but sort of behind the scenes his real goal is to build this data center to use AI for better surveillance of the citizens again I'm not saying that's actually what's going on I'm just sort of putting some pieces together here and inferring things
from various conversations I think overall this is a good thing I think I'm excited about the sort of utopian scenarios of an ASI curing all diseases and creating vaccines to make it so nobody has to worry about cancer and things like that and in the short term building these massive data centers that are going to employ hundreds of thousands of people I think all of that is really exciting but I also think that those are the main talking points they're going to present to the public while at the same time there are other things that
the government will want want to use this AI for anyway I don't want to go too far down that rabbit hole I'll let you do your own deep diving and coming to your own conclusions I just wanted to put together a quick video talk about this Stargate project share it with you so you're in the loop of what it's all about what's going on what are the sort of talking points about it and just share a little tin foil hat conspiracy around it based on some of Ellison's past comments but also take that with a
very very very small grain of salt cuz maybe that's nothing anyway that's all I got for you to today if you want to stay in the loop with more AI news learn about AI tools get some cool AI tutorials things like that make sure you like this video And subscribe to this Channel and I will do my best to keep you looped in as really interesting stuff happens in the AI world thank you so much for tuning in really really appreciate you I'll see you in the next one bye-bye
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