Episode Transcript
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0:00
Good morning! Very daily show. I'm
0:02
your prime and and I'm tell
0:04
me how today we have an
0:07
insane bonus episode for you. We
0:09
are interviewing Mark Zuckerberg. Let's ride.
0:15
Mark and welcome to the show! A
0:18
good to see You guys can see
0:20
as well or at let us jump
0:22
right in. On Tuesday you posted a
0:24
video to Instagram where you reviewed the
0:26
Apple Vision Pro a competing headset and
0:28
compared it to your own. The Quest
0:31
Three. What we're all wondering is why
0:33
did you decide to make that video?
0:35
You know, having a C O publicly
0:37
review with a rivals product isn't exactly
0:39
typical. You know the seal? Papa John's
0:41
isn't going over to dominoes and eating
0:44
their pizza. Man,
0:47
Well I mean look in in my
0:49
household, it's basically like my wife Priscilla
0:51
screaming at me to like It's like
0:53
markham come to sleep and I'm like
0:55
no, there's someone wrong on the internet.
0:57
Gotta gotta do something about this. So.
1:02
The i mean that's that's kind of the
1:04
the daily but know for for real though
1:06
I'm in a you know basically. going
1:09
into it but I hadn't tried the vision
1:11
prefer while right i'm an apple wasn't like
1:13
in a rush to to give me one
1:15
but going into that. I
1:17
sort of expected. That.
1:19
For a device that airing their device three thousand
1:21
five hundred dollars ours is Five hundred dollars I
1:24
I I kind of thought because there's would be
1:26
better but a bunch of things than ours but
1:28
ours would still be the better value for most
1:30
people given a seven times less expensive. but when
1:32
I actually got a chance to try there's out.
1:35
As wow. It's. Actually,
1:37
ours isn't just the better value, it's the better product
1:39
are you know? And and I think that you know
1:42
I just saw the media coverage around this. Was.
1:44
Just sort of breathlessly assuming that you know
1:46
I think because it's Apple and because it
1:49
was such an expensive product like it must
1:51
be you know the better one in quality.
1:54
Even. Though a lot of people are saying hey no
1:56
huge prego by quest three because it's a it's a
1:58
better price and I'll I just wanted to. But
2:00
my flag down and say hey no you don't discuss
2:02
this thing costs seven times more. Doesn't mean it's better
2:04
if you actually go, use case by use case on
2:07
this thing Quest Three stacks up really well and I'm
2:09
just really proud of the work that we did. so
2:11
I just wanted to put that out there and say
2:13
that. It was definitely you. You
2:15
fly saddam a little bed. brought the
2:17
receipts on some level though you do
2:20
have to be a little please that
2:22
Apple is getting into the space because
2:24
what everyone is talking about headsets Now
2:26
they weren't as much this time last
2:28
year. Do you think you're benefitting from
2:31
this Apple halo effect? What?
2:34
I mean I think competition is doesn't have been
2:36
good for people graduated. So I mean I'm a
2:38
very competitive person. Seven having a a competitor who's
2:40
doing a good job. Was to
2:43
motivate our seventh and I'm it's good for
2:45
the teams recruit more of a sense of
2:47
urgency. So I do think that people really
2:49
when when there's competition night and I I
2:51
don't think that that's that's true. And yeah,
2:53
but I do think that because people sort
2:55
of assume that if Apple comes into space
2:57
their gives you a good job that it's
2:59
a case your maybe I hadn't considered wearing
3:01
one of these headsets and now I will
3:03
on and. Your. Hey, the quest there is
3:05
actually better and it's five hundred dollars so I'll go
3:07
for that one. I didn't. A lot of people are
3:09
going to buy quest because of that so that's the
3:11
to be going to be a pretty exciting thing but
3:13
all I mean we're in this for the long term.
3:16
I think it's gonna be. Into. Their can
3:18
be a lot of ups and downs in ah,
3:20
just ah, so I'm not. I don't worry too
3:22
much about any given year. I'd try to do
3:24
the best stuff that we can. I mean, speaking
3:27
of a given year I'd do. I'd take us
3:29
back to two thousand and seven for a second.
3:31
There is this infamous Steve Ballmer interview where he
3:33
literally last at the I phone after it's introduction
3:35
because he thought it's way too expensive it didn't
3:38
have a keyboard das and he said it would
3:40
never really gain market share. Are you at all
3:42
nervous that when you start comparing a pride from
3:44
Apple that is less than a month old to
3:47
your product? Which has ten plus years of
3:49
development behind it that you might be
3:51
making the same laughing at the i
3:53
phone my Steve Ballmer type mistake. I
3:57
don't think so. I mean look for so I'm not laughing
3:59
at them. I take apple seriously. I think it's
4:01
like a good company. They they do good work.
4:03
I mean, I'm just laying out the facts as
4:05
I see them today of I'm not saying that
4:07
they're not going to improve, but hey, we're going
4:10
to improve to India were company that moves pretty
4:12
quickly. sigh I actually think we'll probably grow faster
4:14
arms, but. I. Do think that
4:16
there's this whole vibe with Apple
4:18
fanboys, which I find kind of
4:20
a little. Funny and it where
4:22
it's like a lot of people. Skip said
4:24
if you dare to question if Apple is
4:27
going to lead in a new space and.
4:29
I. Don't know. I'm and I just think if you
4:32
look at the history of computing. You every
4:34
major generation has sort of an
4:36
open model where it's more partnership
4:39
oriented, more favorable to developers, and
4:41
the may be closed model where
4:43
it's just like it's usually just
4:46
Apple, basically just integrating older stuff
4:48
closely together and. Yeah.
4:50
In In Mobile, Apple One, And
4:52
I mean that there's technically more entered
4:54
signs out there, but you know, basically
4:56
Apple if a business perspective one and
4:59
and and dollar developed countries where people
5:01
can afford their products. Seven people basically
5:03
prefer the Be I phone on. But
5:06
that's not the way it always works. written
5:08
Pcs before that I you know it is in
5:10
the nineties. Your Microsoft and and Windows were
5:12
really the leader in their the Open model so
5:14
I just don't think that the future is
5:16
written on this yet. and. I.
5:18
Think that. For. The next generation Apple's
5:20
clearly gonna be the close model your Mehta
5:23
and in our approach is gonna be more
5:25
open and partnership oriented are more developer focused
5:27
and yeah I think we have a really
5:30
good chance at winning and and I I.
5:32
I. Am really committed to doing that. I've and
5:34
I'm like I am a competitive person. I'm like
5:36
passionate about what we're doing and liked of were
5:38
playing to win. So no I mean you know
5:41
that it's I can't like sit here and guarantee
5:43
that the future will go one way or another.
5:45
but I think people who will who try to
5:47
say that there's no chance that it goes the
5:49
other way it's are are just wrong. Much as
5:51
I think that this is this is an An
5:53
open game an arm and I, I feel pretty
5:55
good about the team in the effort and know
5:58
the products that were putting out. Apple fanboys. The
6:00
put on notice absolutely and we know you're
6:02
a competitive person to and we're going to
6:04
get to that later in the sell by.
6:06
Do want to talk about meal and eyes
6:08
Personal experience with the class three We actually
6:10
try it on. Yesterday I had a great
6:12
time while I was in it but as
6:14
soon as I took it off and looked
6:16
at Neil across the room kind. Of waving
6:18
his arms around at he was playing bead saver
6:20
at one point and I thought to myself wow.
6:23
This is pretty socially isolating actually.
6:25
if you're not physically wearing it,
6:27
Is this the future that you
6:30
are that you think consumers and
6:32
people really want. Well.
6:35
I think that there's a mix of it. Would
6:37
you spend a lot of time in front of
6:39
our computers today? You know it's I prefer space
6:41
for you having a big Tv, You're an entertainment
6:43
station in your living room where you kind of
6:45
do immersive things for hours at a time like
6:48
play games I think about. That is a thing
6:50
that I think people once, but you don't. I
6:52
see these videos of people like. Wearing.
6:54
These devices Walking down the street. That is not
6:56
what we're designing. the sports. I do think that
6:58
there's going to be a mobile version in this
7:00
next and the sex and generation of computing and
7:03
that's more going to be glasses And we're getting
7:05
started on that with the X Ray Ban. Met
7:07
a. Smart glasses that we put out that
7:09
are doing really well. You know it's own. The second
7:11
generation that we just put out, it's in. We have
7:13
met a I in there. Was
7:16
a lot of really exciting useless I'm really
7:18
excited to roll out.the. multi modal part of
7:20
that which which basically and and a I
7:22
speak as like you can ask questions using
7:24
both the camera is a suits look at,
7:26
look at what's around and you can speak
7:28
to at south in we have people doing
7:30
stuff like this are you going for a
7:32
walking tour around Stanford campus and it's like
7:34
look at a building and they they just
7:36
asked the class it's a case of books
7:38
and tell me what is the significance of
7:40
this building in the history behind it? Okay
7:42
what about the sculpture that's here to tell
7:44
me about that and I'm. Just that's a
7:46
pretty wild and and can be more social
7:48
stuff and and I think is is more
7:50
the things you're in to see more out
7:53
in the world but I mean just look
7:55
at people do spend. Many hours
7:57
in front of arms, you know, in front
7:59
of her. Big story today either either during
8:01
entertainment or productivity type things and. Energy
8:04
increasingly even fitness oriented devices with things
8:07
like Peloton Hundred the a big screen
8:09
component of that soaps and will the
8:11
future involved those activities. But and I'm
8:13
a more immersive version of that. Yeah,
8:16
I think so and I think part of what
8:18
we need to do is make that social rights
8:20
a part of it as the mixed reality. You
8:22
can see this the physical world around you and
8:24
blend the digital objects into that. That's a big
8:27
part of what we did that with. I was
8:29
that there's the big jump from quest to to
8:31
three is now we have this high resolution color
8:33
mixed reality pass throughs you can see the world
8:35
around you and put digital objects facts. but. Your
8:37
big focus for us and room when I
8:40
talk about the Metaverse that is about that
8:42
kind of social sense of presence and being
8:44
there with other people would just knowing that
8:46
we can designed into our products to make
8:48
them all sort of multiplayer and social and
8:50
I edged think I'm in are not like
8:52
the dna of our company so I you
8:54
know we're going to really focus on that.
8:56
I'm not. Scenario where I think Will Pride
8:58
do the best work in industry so in
9:00
your ideal world someone would be using the
9:02
quest headset in their home and then were
9:04
out the glasses is is that kind of
9:07
the relationship between. Those two. Yeah.
9:09
I mean I think that you can think of
9:11
the glasses. As. The Next Computing
9:14
Generations phone right? It's the
9:16
it's a Yam mobile truly
9:18
you're using it on the
9:20
Go computing platform where as
9:22
as the headset is can
9:24
be more the Next Generations
9:26
computer or Tv screen on.
9:29
So the bigger screens that you have an
9:31
yeah I mean I think for most people
9:33
the phone as pie the more important device
9:35
in their life and I think that that's
9:37
probably can be true in this next generation
9:39
that the glasses are probably going to be
9:41
the more important in more ubiquitous thing but
9:43
I think that they're both meaningful and I
9:45
also think technologically there's a pass where you
9:47
want to build kind of this. Immersive
9:49
and three d content and
9:51
you can build it first
9:54
in mixed reality. Because
9:56
the devices, by virtue of the fact that they're a
9:58
bit bigger, have more compute. So it's
10:00
easier to build stuff there. And
10:03
then by the time we get to glasses that can put holograms
10:05
in the world, we'll have built
10:07
up the whole developer ecosystem and platform to have
10:09
a bunch of the content there. But
10:11
the thing that I think has been really cool is
10:14
I thought that smart glasses weren't going
10:16
to be a ubiquitous
10:19
consumer product until
10:21
we got to that hologram in
10:23
putting digital objects, just overlaying
10:25
them physically on the world. But
10:28
then this crazy thing happened in the
10:30
last year, which is this emergence of
10:32
these AI models where you can talk
10:34
to them and ask questions. And
10:38
they can do a lot of things for you. And now
10:40
I actually think that something like the Ray Ban
10:42
Meta smart glasses is going to have much broader
10:44
appeal than I would have guessed even a few
10:46
years ago. And when we started that, we
10:48
thought of it as the intro
10:51
project working our way up towards holograms,
10:54
whereas now I actually think a lot of people are
10:56
just going to want that. Right. Because
10:59
it's an affordable product. It's a
11:01
stylish product. You don't need
11:03
to cram a ton of technology into it. You can just
11:05
like, yeah, it's like it has cameras, it has speakers, it
11:07
has a microphone. You can talk to AI. You
11:10
can take phone calls on it. You can listen to audiobooks while you're
11:12
out there. It's
11:15
just pretty capable already. Right. Many
11:18
people in the tech industry have been questioning whether
11:20
AI will render the end of
11:23
the smartphone and they're building these different hardware
11:25
gadgets from a pin to Peppers
11:28
little thing. I don't even know how you would describe
11:30
it. But but you think
11:32
that the smartphone because of AI
11:34
will replace or I'm sorry, the
11:36
glasses will replace a smartphone. Well,
11:40
I guess maybe I should clarify that. I
11:42
think what tends to happen is that the
11:44
last generation of computing doesn't go away. It's
11:46
not like when we got phones, like people
11:49
stopped using computers, but you do shift
11:51
in terms of use. Right. So like
11:54
before, we probably used computers more and then we got phones. Now
11:56
I do a lot of stuff on my phone today that I
11:58
would have done on my computer. computer before, and that's
12:01
clearly the primary thing. So what I think
12:03
is going to happen is that glasses are
12:05
going to become the primary mobile device. I'm
12:07
not predicting that in 10 years, we're not
12:09
also going to have phones. I just think
12:11
that a lot of the time, they're going
12:13
to sit in our pocket when we're just
12:15
doing stuff that we can do more naturally
12:17
and in a more socially good
12:20
way with glasses without having to
12:22
have something in your hand or
12:24
take your eyes away from the
12:26
interaction we're having and look down
12:28
at a phone. But
12:31
I'm certainly not predicting the complete
12:33
disappearance of phones. I think that that's
12:36
not in the cards, I think, anytime soon. And
12:39
to some degree, I think the glasses will interact with
12:41
the phone because if you're asking the
12:43
glasses a question, the AI basically
12:45
connects to the phone and then uses the phone's
12:47
connection to the internet to then talk to our
12:49
infrastructure to ask the question and get it resolved.
12:52
So we're kind of betting that you will have
12:54
a phone. You will probably just take it out
12:56
a lot less. I've been so surprised to see
12:59
the creator kind of economy embrace this
13:01
product as well. I don't know if you saw
13:03
the trend that went pretty viral on TikTok of
13:05
people kind of dancing around while wearing the glasses.
13:08
That's completely organic, by the way.
13:10
And I was just surprised to see them
13:12
kind of immediately glom onto this new piece
13:14
of technology and immediately integrate it into their content.
13:16
Were you surprised about that or was that the goal
13:18
all along? Well,
13:22
it's always awesome to see. My
13:25
history and where I come from,
13:27
I'm more of like
13:29
an engineer, write a build software.
13:31
So building stylish hardware is
13:33
relatively new for me. Mark,
13:36
you got a quiet luxury vibe to you. Give
13:38
yourself some credit. OK, I appreciate that. But
13:45
that's wearing other people's stuff. Don't
13:50
get me wrong, I have a lot of confidence. I do believe
13:52
that given enough iterations,
13:54
I can Get
13:57
there on building the stuff that we want to. But for
13:59
this one, we did some. given what should, we worked with
14:01
Ray Ban. Or it and you're there
14:03
like. More. A year The company
14:05
that builds the Ravens as the meeting
14:07
in a fashion and in kind of
14:10
glasses company in the world. So they
14:12
do great work on style and luxury
14:14
which it's really been a very fascinating
14:16
partnership I'm in. The technology behind even
14:18
producing can normal glasses before you put
14:21
on electronic senate is actually quite sophisticated
14:23
and green. A We've learned a lot
14:25
about working with them about how do
14:27
you integrate. And of this
14:29
new consumer electronics technology with all the technology
14:32
that goes into creating like. Really?
14:35
Sophisticated lenses and
14:37
com. And and making it's
14:39
that earth. the materials in that and the
14:41
glasses feel premium but or light self is
14:44
all the stuff that I think like neither
14:46
one company could have done on their own
14:48
arm. But. Through.
14:50
This partnership I think we produce something that
14:52
like wings. State. Vr technology
14:54
Around day I am. With.
14:57
Something that has been a fashion icon for
14:59
decades. And I I think it's pretty neat
15:01
that yeah, with someone I I don't know,
15:03
it's It's tough for me to predict exactly
15:05
what the uptake would beats, but I'm. But
15:08
it's. I mean, not that out
15:10
of the question. I think a lot
15:12
of that is because you know that
15:14
to design is really nice. Okay, I
15:16
do. I transition to a pretty under
15:18
the radar topic right now. We've met
15:20
a few times already. I'm Michelle and
15:22
that is artificial Intelligence. On your most
15:24
recent earnings, call the phrase a I
15:26
with Medicine seventy times for says a
15:28
seven for the Metaverse details or company
15:30
name the matter, and to keep saying
15:32
you're not creating a Ice and the
15:34
Metaverse, but it still feels like that's
15:36
where the industry focus is right now.
15:38
The Metaverse. Feels pretty twenty twenty two
15:41
right now. How much did your strategy
15:43
sift after? A i kind of blew
15:45
up when Sacha Be T was released.
15:49
ah well you know we've been working on a
15:52
i and the metaverse for for a long time
15:54
avenues have been the two major kind of big
15:56
tax best for for the company for like a
15:58
decade and you the reality is But we're spending,
16:00
if you just look at how much we're investing, it's like
16:02
$15 billion a year, at least
16:05
into each of them. So yeah, I mean,
16:07
what we talk about will vary at different
16:09
points. And yeah,
16:11
like what we see happening in
16:14
the industry will help sharpen our product
16:16
strategy and our sense of
16:18
what we can be building. Right
16:21
now, I definitely think where we are in the
16:23
hype cycle is much more, you know,
16:25
people want to talk about AI. Whereas,
16:28
you know, yeah, in like in 2122, I
16:30
think people are pretty excited about talking about
16:32
the metaverse. Now, I think
16:34
we're in this mode where people are waiting for
16:36
the products to get like more fully adopted. But
16:39
like, we're just kind of quietly churning and building this
16:41
stuff in the background. Like I don't care that much
16:43
whether something is cool one year or not. But
16:46
yeah, I mean, at a moment when people have more questions
16:48
about the AI work that we're doing, I think it's natural
16:50
that you'll hear me be talking more about AI. When
16:54
the metaverse space heats up a bit, you
16:56
know, people try to call it different things because they don't want
16:58
to embrace our branding around this. But
17:02
when that kind of heats up, then you know, you
17:04
go through these moments where, okay, now we're talking about
17:06
our headsets or that stuff more. So I just think
17:08
this will kind of go back and forth a little
17:10
bit over the next several years. But
17:12
the reality is that these have been huge focuses for
17:15
a while and I think
17:17
are, you know, going to continue to
17:19
be for like the next decade or so until these
17:21
things both reach their full potential. Let's
17:23
talk about Sam Altman a bit.
17:25
The open AICO, he's been reportedly
17:28
trying to raise $7 trillion to
17:30
build a semiconductor infrastructure needed to
17:32
power artificial intelligence systems. NVIDIA CEO
17:34
said this week that Altman's plan
17:37
was overkill. But what do
17:39
you think? Is Sam insane or is this
17:41
scale of investment needed to support the development
17:43
of AI? I
17:46
don't know. I mean, Sam is, I think, actually
17:48
like a very earnest and thoughtful guy. And
17:51
I think his level of ambition for the
17:53
space, I think, has been very helpful for
17:55
building it out overall. And
17:59
I mean, the number is... astronomical. So I mean, it
18:01
is hard to kind of wrap my head around
18:03
that. But honestly, I haven't gotten a chance
18:05
to talk to Sam about it. So I don't, I
18:08
don't want to kind of weigh in, weigh in
18:10
too much on that. But I think the place
18:12
that he's right is that like, you know, if
18:14
you look year over year, these companies
18:16
keep on building these larger and larger
18:18
training clusters of computers to
18:22
basically train the state of the art models. So it's like
18:24
a couple years ago, maybe it was like 1000 chips
18:27
that you kind of wired together, then it's 10,000 then
18:31
it's 100,000. You know, at some point, it's gonna
18:33
be a million, right? And then it's like, at some point, okay, yeah,
18:35
you really need to produce a ton of chips. So at
18:37
that point, I don't
18:40
think he's crazy. I
18:43
don't know what it will
18:45
take to kind of accelerate all of
18:47
this to the point where kind of
18:50
the technological curve can
18:52
keep up. But I think that this
18:55
is one of these things where like, building software
18:57
sometimes hits roadblocks, when you get into physical stuff,
18:59
right, and all the stuff that we do, it's
19:01
like when we're building the apps, right, you're building
19:03
like Instagram, or WhatsApp, or Facebook, you know, we
19:06
can just ship updates, like every week. But you
19:08
know, when we're building like a new headset, it's
19:10
like, okay, we work on that for two years,
19:12
and we ship one headset, right? And then we
19:14
work on another one for two years, ship another
19:17
headset, it's just that the cycle time is slower.
19:19
So I think the software part of AI will
19:21
probably want to move fast. But I
19:23
think at some point, Sam is right that we're
19:25
going to run into some physical constraints on like, how
19:28
many chips can you churn out? And, you know,
19:30
how much power you need from like, power
19:33
plants to be able to train the next bigger
19:35
model. And I don't know, I think it is
19:37
worth thinking about how to kind of alleviate some
19:39
of those constraints, because I think it's just going
19:41
to enable, and this technology is going
19:43
to enable all these awesome use cases that I
19:45
think are going to make our lives better in
19:48
so many ways. I do just want to get
19:50
into kind of the philosophical argument around AI a
19:52
little bit. On one side of the spectrum, you
19:54
have people who think that it's got the potential
19:56
to kind of wipe out humanity, and we should
19:58
hit pause on the most advanced system. And
20:00
on the other hand, you have the market
20:02
reasons of the world who said stopping AI
20:04
investment is literally akin to murder because it
20:07
would prevent valuable breakthroughs in
20:09
the healthcare space. Where do
20:11
you kind of fall on that continuum? Well,
20:15
I'm really focused on open
20:17
source, which is, I'm not
20:20
sure exactly where it would fit on the continuum. My
20:23
theory of this is
20:25
that what you want to prevent is
20:28
one organization from
20:30
getting way more
20:32
advanced and powerful than everyone else. Here's
20:35
one thought experiment. Every
20:38
year, security folks are
20:41
figuring out what are all these bugs
20:43
in our software that can get exploited
20:45
if you don't do these security updates.
20:47
Everyone who's using any modern technology is constantly
20:50
doing security updates and updates for stuff. So
20:53
if you could go back 10 years in time
20:55
and kind of know all the bugs that would
20:57
exist, then any given organization
20:59
would basically be able to exploit everyone
21:02
else. And that would be
21:04
bad. It would be bad if someone was
21:06
way more advanced than everyone else in the
21:08
world because it could lead to some really
21:10
uneven outcomes. And the
21:13
way that the industry has tended to deal with this is
21:15
by making a lot of infrastructure open source. So
21:18
that way, it can just get rolled out
21:20
and every piece of software can kind of
21:22
get incrementally a little bit stronger and safer
21:25
together. So that's the case that I
21:27
worry about for the future. It's not like, I mean,
21:30
I don't want to write off the potential
21:32
that there's some runaway thing, but right now I
21:34
don't see it. I don't see it anytime soon.
21:37
The thing that I worry about more
21:39
sociologically is just one organization basically having
21:41
some really super intelligent capability that isn't
21:43
broadly shared. And I think the way
21:45
you get around that is by
21:48
open sourcing it, which is what we do. And
21:50
the reason why we can do that is because
21:52
we don't have a business model to sell it.
21:54
So if you're Google or you're open AI, this
21:56
stuff is expensive to build. The business model that
21:58
they have is they kind of. build a model,
22:00
they fund it, they sell access to it. They
22:02
kind of need to keep it closed. And
22:06
it's not their fault. I just think that that's
22:08
where the business model has led them. But we're
22:10
kind of in a different zone. We're not selling
22:12
access to this stuff. We're building models and using
22:14
it as an ingredient to build our products, whether
22:17
it's the Ray-Ban glasses, or an AI
22:19
assistant across all our software, or eventually AI
22:21
tools for creators that everyone's going to be
22:23
able to use to let your
22:26
community engage with you when you
22:28
can engage with them and things like that. So
22:31
open sourcing, it actually fits really well with our model.
22:35
But that's kind of my theory of the
22:37
case, is that, yeah, this is
22:39
going to do a lot more good than harm. And
22:42
the bigger harms are basically from having the
22:44
system either not be widely or evenly deployed
22:46
or not hardened enough, which is the other
22:48
thing, is open source software tends to be
22:50
more secure historically, because you make it open
22:52
source. It's more widely available. So more people
22:55
can kind of poke holes at it, and
22:57
then you have to fix the holes. So
23:00
I think that this is the best bet for
23:02
keeping it safe over time and part of the reason why we're
23:04
pushing in this direction. I'd love your
23:06
take on AI in the job market.
23:08
There's a lot of anxiety among people
23:10
that AI could replace them, especially with
23:13
all the tech layoffs of the last few
23:15
years and companies signaling huge
23:17
investments in AI. From your
23:20
point of view as the person who
23:22
is literally building these systems, say on
23:24
the average white collar employee working in
23:26
professional services as an accountant, say, should
23:28
I be worried? Should I pivot my
23:30
career to become a chatbot prompt engineer
23:32
or whatever? I'm
23:37
not sure I'd pivot my career yet. I
23:40
mean, look, there's a lot in what you're saying. Over
23:42
the long term, I'm actually quite bullish
23:45
that all these tools will give more
23:47
people the potential to kind of do what
23:49
they care about. When I see
23:51
my kids, it's like they want
23:53
to do all this creative stuff, and then we're
23:55
like go eat broccoli. And I
23:58
do think that they. A
24:02
lot of people, I think, maybe are not in
24:04
the jobs that they would ideally want to be
24:06
in. I think in the future,
24:10
we'll just have the capacity to do more of that. That
24:13
is the long term. Then there's always the question of how
24:15
do you get there. Yeah,
24:17
I think that there will be a
24:20
bunch of transformation that will mean that
24:22
certain jobs, we don't do them
24:24
in the way that we're doing them now, certain things might
24:26
get automated. I don't know,
24:28
I just think that the limit to
24:30
human ingenuity, it's either
24:33
limitless or extremely
24:35
high. I just don't think we're anywhere
24:37
near fulfilling that potential yet. I'm
24:40
much more optimistic about that. In
24:42
terms of the layoffs and stuff like that, I
24:45
actually think that that was more due to companies
24:48
trying to navigate COVID and the pandemic.
24:52
It was this weird wave where at
24:56
first, we saw e-commerce go through
24:59
the roof. It's like, okay, yeah, because a lot
25:01
of people aren't going out and physically shopping. It
25:03
was really hard to predict, okay,
25:05
is that going to continue?
25:07
Is all this e-commerce just better than
25:09
physical shopping? What's the balance after? I
25:12
think across the economy, a lot
25:15
of companies just overbuilt. Then
25:18
when things went back to pretty close
25:20
to exactly the way they were before,
25:22
I think a
25:25
lot of companies realized, hey, we're not
25:28
in a good financial place because we
25:30
overbuilt. Then you have
25:33
this wave of layoffs that we're
25:35
basically responding to that. Then
25:37
you also have this generation of companies that knew
25:40
nothing except growth. The
25:42
idea of doing layoffs was just
25:44
like, oh, no, this is crazy. We
25:46
couldn't even comprehend that, but then they had to do it.
25:49
Then I think a lot of companies went
25:51
through this zone of thinking, hey, it didn't
25:53
end the company. It
25:56
was obviously really tough. We parted with a lot of
25:58
talented people we cared about. But in
26:01
some ways actually becoming leaner kind
26:03
of makes the companies more effective. So
26:05
now I think that there's another kind of wave
26:07
that a bunch of companies are going through. And
26:09
we did this last year, but I think some
26:11
companies are kind of still in this mode of
26:14
thinking, OK, well, we're thinking about
26:16
how efficient and lean we should be. Maybe
26:19
we should be a somewhat different shape than we are now to
26:21
do the best work that we can. But
26:24
I don't think that that, at least
26:27
for us, the AI stuff was
26:29
not a major driver of that. It
26:31
was like first just kind of this overbuilding and then this
26:33
sense of like, let's do the best work
26:35
that we can by making a lean company. As
26:38
lean as you can be for our scale. Yeah,
26:40
it does feel like the layoffs of early 2024
26:42
do have some this AI tinge to it. It's
26:47
not the back to normal COVID stuff
26:49
because when you listen to these CEOs
26:51
on their earnings calls and when they're
26:54
doing the layoff announcement, it's more strategic
26:56
reorganizing of their focus where they're
26:58
investing more in AI. And they're not
27:00
saying I'm laying you off because of
27:02
that, but it's just a trimming of
27:04
certain departments and they're hiring in others.
27:06
So to me, I feel like this
27:09
wave of layoffs is a little bit different than
27:11
the ones coming out of like early 2023 like
27:13
yours. Yeah,
27:17
that's possible. I mean, maybe
27:19
I'm just mostly commenting on
27:21
what I see in our company and sort
27:23
of our kind of peers and the companies
27:25
around me in the tech industry, but there's
27:27
certainly broader stuff. So I just maybe I'm
27:29
not seeing that one as clearly. Yeah.
27:32
Last question on AI here. You have
27:35
a lot of listeners who have may
27:37
have only interacted with AI on a
27:39
very limited basis. If you wanted to
27:41
below their minds, delight their imaginations, what
27:43
would you show them right now? Would
27:46
you exemplify the power of AI to
27:48
someone who hasn't really experienced it so
27:50
far? I
27:52
Mean, I Think the Ray-Ban glasses are
27:54
going to enable, like already do and
27:56
will enable some pretty mind blowing things.
28:00
And I think people always tend to. Think. That
28:02
these physical kind of manifestations of things are
28:04
more impressive than just the software Only ones
28:06
I think having glasses that can see what
28:08
you see here we you hear you can
28:11
ask questions or what's going on around you
28:13
and I do the ability to At night
28:15
I sang with walk around through some tough
28:17
historic place and just ask until I looked
28:20
suffocate. Explain to me what what what matters
28:22
about best you go into a store and
28:24
rak. Okay because this a good price for
28:26
this thing or years ago. What is this?
28:28
Where else can I get this? I'm. I
28:31
not that stuff is just gonna be super valuable. Yeah.
28:36
And it's only going to get crazier.
28:39
So. I mean some of the stuff
28:41
that we're working on. I'm There's always this question
28:43
of like how do you talk to the I. Were.
28:46
It's. A Today okay you type on a
28:48
computer or phone and on the glasses,
28:50
speak to it. And one of the
28:52
wilder things that were working on his
28:54
arm. Is as neural interface.
28:57
And I don't mean like a chip that you
28:59
jack into your brain. I think that the i
29:01
mean maybe in the future seminal do that but
29:03
i i i don't have i would one of
29:06
us version one of that were at every level
29:08
of into such but I figured you might when
29:10
wait until that one's pretty mature literati our to
29:12
have the ah yes that's i guess I don't
29:14
wanna sell so it's wait until attorney take up
29:16
rate that thing every year. arms that like but.
29:19
I. Think he did. The one that we're working on is
29:22
basically a wristband. And. The Weather works
29:24
as it's a neural interface in the sense
29:26
that it arm in the way that you're
29:28
kind of brain communicates with your body and
29:31
Mike controls the where you move is it
29:33
sends these. These like
29:35
nervous system signals are to to your
29:37
your to fear did muscles and you
29:39
can actually pick those up with armed
29:41
with it with the Dmz wristband and
29:43
it turns out that there's like all
29:45
this extra bandwidth and and like all
29:47
the sex for signal that your brain
29:49
concerned that. Is not currently being used
29:51
to move your fingers and whether you want and you can.
29:54
Just said. You'll. be able to
29:56
in the future essentially just like type
29:58
and control something like by kind of
30:00
thinking about how you want to move your hand, but
30:02
it won't even be like big motions. So I can
30:04
just sit here and I'm basically
30:07
typing something to an AI. And
30:10
then right now with the glasses, it basically can
30:12
speak back to you. But in the future, I
30:14
think you'll have something where it can speak to
30:16
you or there will be a little display so
30:18
it can show you a notification. I
30:22
think you'll have this completely private
30:24
and discrete interface where you
30:27
can walk around throughout
30:29
your day, just text different things and you
30:31
can text your friends or
30:33
you can text your AI and then basically
30:36
just get the response back in real time.
30:38
So I think that
30:40
that is just going to be insane. And the
30:43
research is like, we've been working on this for a while.
30:45
So it's actually, it's not a
30:47
one year project, but we're quite a
30:49
few years into it. We're actually kind
30:51
of close to having something here that
30:53
we're going to have in a product
30:55
in the next few years. So I'm
30:57
pretty excited about that. I mean, you're
31:00
making teachers' lives harder. Imagine someone with
31:02
their hand in their pocket researching AI
31:04
stuff while taking a test. turnitin.com is
31:06
going to have to really boister their
31:08
defenses for sure. All
31:10
right, Mark, let's talk about you. People
31:13
want to know more about you. So you've
31:15
been leading Facebook, NowMetta, for 20 years,
31:17
literally more than half of your life.
31:20
I'm sorry to remind you. How has
31:22
your management style evolved over the past
31:24
two decades? Oh,
31:27
man. I mean, that question
31:30
assumes that I had a management style when
31:32
I got started. I'm not assuming anything. The
31:34
reality is like, when I started Facebook, I
31:36
wasn't trying to start a company. I just
31:38
thought it was this cool thing to
31:40
build. And I
31:43
was pretty convinced when I was in
31:46
college, my aspiration was I like building
31:48
stuff and I thought I was going to just go
31:50
through college and then go be an engineer at Microsoft. And
31:53
my mom was like, nah, you're going to make a company. I was
31:55
like, no, I'm not going to make a company. My mom actually bet
31:57
me that I was going to drop out of college. I was like,
31:59
mom. Like it's like what is it like in a
32:01
good way or a bad way and she's like, I don't know. We'll
32:03
see My way
32:06
before you went to college. She said you're gonna
32:08
drop out. Yeah, shout out mom
32:10
Wow Yeah, no mom mom
32:14
And my younger sister bet that she was gonna finish
32:16
college before me which also happened
32:18
obviously So yeah, so I
32:21
started this company But I
32:23
didn't started as a company right? I just This
32:26
partially why it was so messy in the beginning
32:28
I we basically ended up turning it into a
32:30
company because it's a guy in order to scale
32:33
it We needed money, which means we needed a
32:35
business model and revenue and all
32:37
that stuff. So basically You
32:39
know pull the group people together to try to do
32:41
that, but I didn't know anything about building a company
32:44
I mean that like wasn't my goal And
32:47
it just you know, it just turns out if you want to
32:49
do big things It like helps
32:51
to have the resources and in order to be able
32:53
to get the resources you want to have a business
32:55
model that supports That so I guess
32:57
over time I've sort of had to just learn a lot
32:59
of stuff and I've done that mostly by Working
33:02
with really good people. I mean one of my mentors
33:04
and you know my business partner for a long time
33:07
Cheryl Sandberg, you know, we joke that she
33:09
like raised me as a manager and
33:12
like as a parent almost and I
33:16
Think that that's true in a lot of ways. It's I
33:19
mean a lot of my kind of leadership
33:21
philosophy and management Just
33:23
came from working with her and other people who I
33:25
really respected who had more experience But now we're sort
33:28
of in this funny place where like and if you
33:30
look at early Facebook in like 2004 2005 We
33:35
were basically just like a bunch of kids running
33:37
around just like building stuff that we thought was
33:39
cool and then like had some more professional Executives
33:42
helping to run the pulse, but
33:44
now all the kids have grown up, right? So,
33:46
you know, you have people like like Chris Cox
33:48
our chief product officer has been there Yeah, I
33:50
think he joined in like 2005 or 2006 Andrew
33:55
Bosworth who runs reality labs similarly,
33:58
you know his has been in
34:00
there for, it's 18 or 19 years at this point.
34:05
So, and along the way, I think we all just
34:07
kind of learned how to run a company together. And
34:10
we're all pretty close friends. And
34:14
it's just interesting, because you can't hire that. If
34:17
you're just thinking about today, it's like, okay, if I was trying to
34:19
build a team, or what advice would you give people? It's like, I
34:21
don't know, you can't, nothing
34:25
that kind of replaces all those years of
34:28
just experience, getting to know each other and going
34:30
through all these times where everyone thinks you suck.
34:32
And then other times when people are
34:34
just giving you way too much credit for stuff that
34:36
clearly doesn't get actually pan out for
34:39
a few years, but you believe in it. And
34:41
we've just been through all those experiences. So,
34:44
I don't know. I
34:46
think it's, the secret
34:48
to all this stuff is it's not one person. And
34:51
as much as I think the world
34:53
wants to focus on who's
34:55
the singular figure, it's
34:57
always more than one person. And
35:00
it's the team dynamic. And
35:02
I think that that matters a lot. So, I
35:05
mean, if you can just kind of stay focused,
35:07
you find stuff that you like, you stay engaged. I
35:11
don't mean by the way that it's like, okay, you set up
35:13
the team and then you're kind of passive. Right, I think like
35:15
probably one of my most
35:18
controversial leadership or
35:20
management things is like, I
35:22
don't actually believe in delegating that much. I kind of
35:24
think like the way a founder should
35:26
work is you should basically make as many decisions and
35:28
get involved in as many things as you can. And
35:31
like, I mean, you need to know where your limits
35:33
are and where like you're just thrashing people because you're
35:35
involved in something in a half ass way. And like,
35:37
you can't, you're not actually, you
35:40
don't have all the context, but I don't know. I
35:42
mean, you need all these other awesome
35:44
people because there's still gonna be, no matter how much time
35:46
I put into all these things, there's still gonna be so
35:48
much stuff that I can't get to. And we need awesome
35:50
people who can like do all the really important stuff that
35:52
like I'm not doing. But
35:56
I don't know, that's something that I guess I've just
35:58
gotten more confident in over time is just so. of
36:01
feeling like, hey, yeah, I can go deep on all this
36:03
stuff and push it in a
36:05
direction that I think. And yeah, not everything is going to
36:08
go well in the near term, but you just learn.
36:10
Rinse and repeat. Do good work over a
36:12
long period of time. It sounds like
36:15
you're having a great time still leading
36:17
this company. You've been at it for
36:19
a very long time. But we got
36:21
to talk about some of these hobbies,
36:23
Mark. Probably the one that people most
36:25
know you for is your love of
36:27
mixed martial arts, but you also fly
36:29
helicopters. You hydrophile, you love smoking meats,
36:31
and you're actually raising your own cow
36:33
right now. What's the current
36:35
obsession for Mark Zuckerberg? Oh, gosh. Right
36:40
now, I'm focused a lot on knee rehab. So
36:42
I can get back to fighting. It's
36:45
like, man, I mean, I spent
36:49
a bunch of time fighting, but rehab
36:52
takes a lot of time because you want
36:54
to stay in shape and you
36:56
can't do everything that you were doing before.
36:58
So it's actually not super time efficient, but
37:01
it's really important. So that I think is
37:03
my main thing. I
37:07
really like fighting in combat sports. That's
37:09
been awesome. But no, I mean, look, I mean, I've
37:11
loved... The
37:14
whole meat thing has sort of been a
37:16
fascination for a long time. I
37:18
mean, look, ever since that, yes,
37:21
Sweet Baby Ray is just sitting
37:23
out here with friends and smoking meats. I
37:28
love it. And I always
37:31
joke with Priscilla
37:33
and my daughters now that
37:36
if I'm ever done with meta, I'm going
37:38
to run Mark's Meats. And
37:41
if you're like a kid, like my daughters,
37:43
it's kind of hard to wrap your head
37:45
around like what meta is, because it's just
37:48
this very abstract app. It's like,
37:50
okay, you're like a young kid. So my
37:53
daughter is for a
37:55
while, she just thought that I was a cattle
37:57
rancher. She's like, all right, like, dad, that's... That's
38:00
clearly what you do. It's like
38:02
Mark's Meats isn't ready for prime time yet, but you're really
38:04
focused on it. I get it. It's like
38:06
you've got a few of these cows. I
38:09
just had this project where
38:11
I want to see if we can produce some
38:13
of the highest quality meat in the world. I
38:18
think most commercial
38:20
cattle operations are
38:22
basically constrained where you can't put
38:25
more into the cow in
38:27
terms of quality of ingredients than
38:29
you can then turn around and sell the cow for
38:31
when you're done. I
38:34
obviously don't have that issue. I'm not trying to
38:36
do this commercially. I'm just trying to
38:38
create the highest quality stuff that we can. I
38:41
think it's pretty fun to vertically integrate. I'm like, all
38:43
right, let's see if we can... What
38:46
is the densest, most
38:48
nutritious thing that
38:50
we can feed these cows to basically get
38:53
them to be the healthiest and
38:55
gain weight as quickly as possible and just
38:57
be the most delicious cows? It's like, all
38:59
right, well, as a human, what do you
39:01
think is the thing that basically you just
39:04
sit and eat a lot? It's like beer and
39:06
nuts, basically. Nuts,
39:09
super dense. Beer
39:14
induces appetite, which I think people
39:16
are familiar with. Yeah,
39:18
induces appetite, I think, is
39:20
the formal jargon in the
39:23
cattle industry for get them to eat a
39:25
bunch, which is
39:27
why for a long time, a lot
39:29
of the highest quality Wagyu beef,
39:32
they basically fed it beer. There's
39:34
this whole thing about, okay, does it make it
39:36
more relaxed? The scientific literature on that
39:38
is a little mixed. I've read a
39:40
bunch of this. I'm
39:43
not convinced on the relaxation point, but
39:45
I do think it's clear that it makes them eat more
39:47
and then they gain more weight. I
39:50
just think it's super fun. It's like, all right, let's
39:52
grow our own beer. Let's
39:55
grow our own macadamia nuts, process that,
39:58
have our kids be a part of it. part of
40:00
the process of figuring out what it's
40:02
like to run this kind of a
40:04
process. Easier for them
40:06
to do that than be involved in the software business. So
40:08
I think that that kind of makes sense. And
40:11
I don't know, it's just fun. Maybe
40:13
one day it'll be a thing. But for now, I'm
40:16
just producing some meat that I like eating. Mark, the
40:18
women in your life are telling you something. Your mom
40:20
said you're going to drop out of college and your
40:22
daughter said that you are going
40:25
to be a cattle rancher. So I would
40:27
take that advice to heart. Yeah,
40:30
I mean, they're usually right. We will workshop
40:32
the name, though. Mark's meat. There's still some
40:35
room to grow there as well. Oh, no,
40:37
it's intentionally really lame. All right, all right.
40:39
And you absolutely named it then. It also
40:41
sounds like you could be
40:44
the Andrew Huberman of like cattle ranchers.
40:46
You could launch a podcast about just
40:48
cattle health. Because I was learning
40:50
a lot right there. You had me and wrapped it. So
40:52
maybe you and Andrew team up for a little cattle
40:55
pod. The
40:57
cattleverse. The cattleverse. The cattleverse. You heard
41:00
your first. Exactly. Mark, this was an
41:02
awesome conversation. I really appreciate you taking
41:04
the time to stop by and nerd
41:06
out with us. I'm going to actually
41:08
plug your social accounts right now. You
41:11
can follow Mark on the social networks
41:13
he invented at Zuck. That was a
41:15
very cool sentence to say. And
41:18
then also check out all the cool work
41:20
happening at the Chan Zuckerberg Initiative to see
41:22
all the work that you're doing with your
41:24
wife Priscilla. Mark once again, thank you
41:26
so much for joining us. Awesome.
41:28
Thanks for having me on guys.
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