🔮 AI, energy and robots — where to bet in the boom

I hosted a live with Packy McCormick earlier today and we had a blast—covering a wide range of topics, including:1. A sense-check on crypto and Web3:* Transition from idealistic vision to mainstream financial instrument.* Importance of regulation and guardrails.* Challenges of open systems and manipulation.2. AI’s current state & impact:* “Super SaaS” vs existential threat.* ChatGPT and Claude competing for leadership in daily use.* Anthropic’s prediction of “thousands of geniuses in data centers” vs. skepticism of established AI scientists.* Focus on human differentiation and personal development in the AI era.3. Energy infrastructure & innovation:* Innovation in battery storage and startups we’re excited about.* Nuclear power: Historical successes and future potential.* China’s electric vehicle and energy progress.4. European strategic shift:* Major mood change from January 2024 to present.* Making sense of the €800 billion allocated to defense and resilience.* Infrastructure challenges in Europe and the UK highlighted by Heathrow Airport shutdown. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe