AI’s hidden 20-year monopoly

Reid and Aria dig into where AI is creating real, durable value—and where they see it heading to next. Reid shares an inside look at his AI-driven drug discovery work at Manas AI, making the case that medicine could be one of the biggest opportunities in the entire AI landscape. They also explore why AI will likely shift toward a mix of specialized agents and “front doors” rather than a single dominant assistant, how enterprise vs. consumer AI revenue will evolve, and what companies like Anthropic signal about where the real business of AI is taking shape. They also touch on the role of governments in delivering AI-powered public goods, before closing with a candid conversation on political corruption, institutional trust, and why civic courage still matters.