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Back to episode — Episode 2893 CWSA 07/10/25

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e, why is that interesting that four pollsters out of the many, many pollsters have decided to create their own little organization? Why would they do that? Well, here are the pollsters: Big Data Poll, Insider Advantage, Trafalgar Group, and Rasmussen. Now if you're a real nerd and you really watch your politics, you know where this is heading. But for the rest of you, let me tell you what this me…

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eavy one. There's one that's $300 a month. I don't have that one.

So Elon Musk says, "We're in the beginning of an immense intelligence big bang right now, and we're at the most interesting time to be alive any time in history." Now, you want to know how I know we're living in a simulation, right? Just imagine this. Imagine it depends where you want to go back. They'll say 300,000 years of human development. What are the odds that you happen to be here at exactly the most interesting time? What are the odds of that? That's really small, right?

So it seems to me that whenever something this unusual happens in my lifetime, I say to myself, what are the odds that I was born in this time period? I feel like maybe this is proof for the simulation.

Well, Grok is also going to be put into Teslas very soon, maybe next week. And Elon has gone so far as to say that he'd be shocked if Grok hasn't discovered new physics by next year. Apparently Grok 4 is now the leading AI. It benchmarks better than all the other AIs for now. And Elon says that with respect to academic questions, Grok 4 is better than PhD level in every subject and it may be discovering new things that no AI has discovered before. And it might discover new physics. I mean just think about that.

So according to Elon, the current version, the one they're releasing, I guess the expensive version, should be able to figure out things that do not exist already on the internet. Now that would be a big deal because the large language models largely look at what has gone before, the body of knowledge that humans already have, and then it learns from what humans already know but it doesn't figure out new stuff. The large language models don't do that.

If Grok can do that, and I think it's still an open question, if Grok can figure out new truths that do not exist already in human knowledge, that would be really scary and exciting and a really big deal. So the odds of Grok or AI fixing cancer seems pretty good, but mushrooms will do that too. I forgot to tell you that the mushrooms might be operating on your telomeres and allowing you to live longer. They're going to study the magic mushrooms to see if they also are a treatment for cancer.

So what do you think will work first? Do you think the mushrooms or Grok will cure cancer first? I don't know. Could be a dead heat.

Meanwhile Apple's stock is apparently down this year for the year even as the other big tech firms are doing great. And of course people are saying that the problem is that if Apple doesn't figure out AI and there's no evidence that they're even close, that they will be left behind and that you can't be the big leading tech company if you don't even really have an AI platform.

So maybe some say that Apple will try to buy Perplexity or something. I don't know about that because it would be about $30 billion. But I'm going to re-up my prediction. I feel like the risk to the smartphone companies is that somebody with an AI platform is going to make a phone that doesn't use apps, at least not directly. The biggest problem with the iPhone, the thing I hate, is that I have to find an app first and then I do my thing. And sometimes you got to update the app and sometimes you got to sign into the app and oh my god.

Imagine if you had a phone with AI as its operating system, if you will, but not really having an operating system. And it's just a blank phone. And if you left your phone on the kitchen table and I picked it up by accident, it would look at my face and it would turn into my phone, but only as long as I'm using it. As soon as I put it down again, it would become generic a

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nd then the owner could pick it up and it would be their phone. So that's the first thing. It could identify you with more certainty than a non-AI entity could. The other thing I want to say is I want to start working before I pick an app. So for example if I want to text somebody I know, I want a blank screen every time, nothing but a blank screen, and then just start typing a message. And then…

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