What will automated firms look like?

自动化企业将呈现何种面貌?

Dwarkesh Podcast

2025-05-02

10 分钟
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单集简介 ...

Based on my essay about AI firms. Huge thanks to Petr and his team for bringing this to life! Watch on YouTube. Thanks to Google for sponsoring. We used their Veo 2 model to make this entire video—it generated everything from the photorealistic humans to the claymation octopuses. If you’re a Gemini Advanced user, you can try Veo 2 now in the Gemini app. Just select Veo 2 in the dropdown, and type your video idea in the prompt bar. Get started today by going to gemini.google.com. To sponsor a future episode, visit dwarkesh.com/advertise. Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
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  • When people think of AGI,

  • they imagine what it would be like to have a personal assistant who answers all their questions and works 24-7.

  • But that just underestimates the real collective edge AIs will have,

  • which has nothing to do with raw IQ, but rather with the fact that they are digital.

  • Currently, firms are extremely bottlenecked in hiring and training people.

  • But if your workers are AIs,

  • then you can copy them millions of times with all their skills,

  • judgment, and tacit knowledge intact.

  • This is a fundamentally transformational change because for the first time in history,

  • you can just turn capital into compute and compute into labor.

  • You can turn trillions of dollars into the electricity,

  • chips and data centers needed to sustain populations of billions of digital employees.

  • Think about how limited a CEO's knowledge is today.

  • How much did the real Steve Jobs really know about what's happening across Apple's vast empire?

  • He gets filtered reports and dashboards, attends key meetings, and reads strategic summaries.

  • But he can't possibly absorb the full context of every product launch,

  • every customer interaction, every technical decision made across hundreds of teams.

  • His mental model of Apple is necessarily incomplete.

  • Now imagine Mega Steve.

  • the central AI that will direct our future AI firm.