Risk: For the First Time I'm Scared of AI

When your entire academic world is radically defined faster than you can think... there's a real challenge for creatives and free thinkers in the future.

Dear Fellow Expat:

Yesterday, I learned of Alphabet’s new AI program, Google Notebook LM.

This is an AI tool, research assistant, and note-taking tool.

Users can feed it many documents to help it summarize and streamline content.

While I was excited about having a new tool to help me organize my thoughts and research… I was somewhat stunned by a new Podcast tool.

This program will summarize your information into a bite-sized podcast with two hosts.

Not only does it create a script… but it also has two AI-voiced podcast hosts, who sound way too life-like, perform the show…

I fed the AI platform my 12,000-word article on my worldview, “The State of the Republic (How the Financial System Works).”

This article summarizes my financial research, including three graduate programs, seminars, hundreds of books I’ve read, thousands of articles I’ve written, and plenty of interviews and other sources…

Notebook LM pumped out this 14-minute podcast featuring two AI-generated voices who conducted an incredible deep dive into the three main factors shaping my view.

This “deep dive” is both incredible and terrifying.

I didn’t influence the AI in any way.

I just let it dissect my article, and it produced this conversation.

This is nothing short of incredible.

Now, it is AI.

So, it made a mistake or two—largely failing to cite some of my numbers and influences: Michael Howell is responsible for the $100 trillion liquidity figure, and JD Henning is responsible for the seven stock move phases.

But if this is the future - it will be wild for any publishing business.

It will be impossible to distinguish between what is real… and what is not.

Analysis won’t be enough.

Voice will be more critical than ever… as will having a community.

And here we are.

Now… let’s dive into the markets on Tuesday,