Carl Shulman (Pt 2) - AI Takeover, Bio & Cyber Attacks, Detecting Deception, & Humanity's Far Future

Most interesting intellectual you've never heard of

Carl Shulman

The Lunar Society

- Carl Shulman identifies firms and parts of the economy that would benefit from the AI boom, including makers of chip equipment, fabs, chip designers, big tech giants, and companies like OpenAI and DeepMind.
- He believes that the market is in the course of updating on the AI boom and that AI companies should be worth a large fraction of the global portfolio.
- Shulman's portfolio has changed over the years, but he still invests in the broader industry and tries to obtain and rely on more data that is relevant.
- Shulman's day in the life involves keeping abreast of literatures on many topics, doing his approach compared to some other people in forecasting and assessing some of these things, and trying to find factual information that bears on some of the questions he has.
- Rob Wiblin is curious about how to have a better world model after doing an interview, and Shulman suggests identifying the kinds of thinkers and topics which will contribute to a more concrete understanding of the world and analyzing their main ideas in a way that concretely adds to that picture.

Carl Shulman: Investing in AI Boom, World Modeling, and More