AI transcript
0:00:03 It’s really vibey.
0:00:11 He has an intense, prosaic writing style that is provocative, intentionally grandiose.
0:00:16 What’s happening is new technology is being created, which is leading to a ton of demand for a thing,
0:00:20 which is exposing the fact that we don’t have a bunch of supply for that thing.
0:00:22 And so now a bunch of supply is getting built to unlock new demand.
0:00:26 And so new technology will get created, which will unlock new demand,
0:00:28 which will expose more supply that hasn’t been built.
0:00:33 And the flywheel will go, and that’s where we get, you know, prosperity and economic growth and, you know, GDP.
0:00:35 America at the finest.
0:00:37 Exactly. Like, this is what it’s all about, baby.
0:00:39 This is why we’re here, building companies in America.
0:00:43 In 2025, the grid is cracking under its own weight.
0:00:48 Data centers are multiplying, home batteries are surging, and the line between energy and tech is starting to blur.
0:00:53 On this third episode of Monitoring the Situation, I sit down with A16Z general partners,
0:00:58 Catherine Boyle and Aaron Pricerite, along with Zach Dell, the founder and CEO of Base Power,
0:01:00 to talk about the future of energy.
0:01:03 We dig into how to make local power generation affordable,
0:01:06 what most people get wrong about the data center build out,
0:01:08 and how we might actually fix the U.S. electricity grid.
0:01:12 Then, Catherine and I are joined by A16Z’s Eddie Lazarin
0:01:16 to discuss the philosopher shaping parts of Silicon Valley’s intellectual underground,
0:01:17 Nick Land.
0:01:18 Let’s get into it.
0:01:23 Zach, welcome to Monitoring the Situation.
0:01:25 Thank you for having me.
0:01:25 I’m excited to be here.
0:01:27 So, congrats on the Series C.
0:01:29 For people who are unfamiliar,
0:01:31 why don’t you explain Base, the company mission,
0:01:33 and we’ll get into the state of it today.
0:01:35 Yeah, Base is an energy technology company
0:01:38 working to bring affordable and reliable power to America.
0:01:41 So, we started the business almost three years ago now,
0:01:44 focused on Texas homeowners and selling batteries on their homes
0:01:46 and using those batteries as a grid resource
0:01:48 when the grid is up and running,
0:01:50 and then giving that battery capacity back to the homeowner
0:01:52 when the grid goes out to protect their home from power outages.
0:01:55 And we also sell power to the homeowners.
0:01:59 So, we’re able to save people on the order of 10% to 20% a month on their electricity bills.
0:02:02 That was kind of how we got started using off-the-shelf hardware,
0:02:03 all custom-built software.
0:02:05 And over the course of the last two and a half years,
0:02:08 we’ve really built out this vertically integrated strategy
0:02:10 where we’re now building our own batteries,
0:02:12 designing them, manufacturing them,
0:02:13 through our own installations,
0:02:16 owning them, operating these batteries in wholesale markets.
0:02:18 And now we’re starting to enter other markets.
0:02:21 So, we have a regulated utility partnership model
0:02:23 where we take our technology, our hardware, our software,
0:02:27 and we sell it to these utilities and help them do the same thing,
0:02:30 lower costs, increase reliability on the distribution grid.
0:02:33 So, really, the mission here is bring down the cost of electricity for all,
0:02:35 make power more affordable, more reliable,
0:02:37 do it through technology, vertical integration.
0:02:39 Yeah, that’s a quick high level.
0:02:44 I feel like people talk a lot about generation with data centers
0:02:46 and all new types of power.
0:02:50 And is it more gas plants or is it more solar or nuclear
0:02:54 and pulling generation closer to the actual usage?
0:02:57 But maybe talk to us about why energy storage
0:03:01 is such an important part of the puzzle in keeping electricity prices down.
0:03:04 Yeah, so, again, it all comes back to price, right?
0:03:07 Electricity is a commodity, and the best electron is the cheapest electron.
0:03:10 And when you think about electricity prices, there are two components to price.
0:03:12 One is the cost to generate the electron,
0:03:14 and the other component is the cost to move the electron.
0:03:17 And over the last 20 years, actually, the cost to generate electrons
0:03:20 has gone down very significantly, largely due to the build-out of solar.
0:03:22 Wind as well, but mostly solar, right?
0:03:24 So, cost to generate power has gone down,
0:03:27 but the total cost of the electron has gone up,
0:03:29 which means that the cost to move electrons,
0:03:30 the cost of distribution and transmission,
0:03:32 has gone up really significantly.
0:03:34 And this is because our infrastructure is aging,
0:03:36 and these poles and wires are breaking,
0:03:37 and they need to get replaced.
0:03:40 So, there’s a lot of capex that has to go into building out
0:03:42 this transmission distribution infrastructure.
0:03:46 And what we realized is poles and wires move power through space,
0:03:48 and batteries move power through time, right?
0:03:51 So, batteries and software are actually a way more efficient alternative,
0:03:54 and there’s a kind of academic term for this,
0:03:57 in NWA, non-wires alternatives, not the other NWA.
0:04:02 And it’s a very effective mechanism for driving down the cost of electricity,
0:04:05 because you can capture the decrease in the cost to generate the power
0:04:08 by really also helping bring down the cost to move the power
0:04:10 by having batteries on site.
0:04:12 So, we deploy batteries where the load is,
0:04:13 where interconnection is,
0:04:15 and that makes for a much more efficient system.
0:04:17 So, can I pop up for a second,
0:04:19 because I want to get back to your origin story,
0:04:22 which I feel like you were in a very unique position.
0:04:24 Remind us again, when you started the company,
0:04:26 but you had been thinking about energy
0:04:28 even a lot longer before BASE was founded.
0:04:31 And I was wondering if part of it was that
0:04:32 you were spending so much time in AI.
0:04:36 You know, it’s like ChatGPT had the big moment in November 2022.
0:04:38 You were an investor at Thrive.
0:04:41 Like, how were you thinking about energy
0:04:44 being such an important component of this AI revolution?
0:04:45 And what made you say,
0:04:46 okay, like, this is where we need to be spending time,
0:04:48 especially on the consumer side,
0:04:50 just given how energy is about to,
0:04:52 energy needs are about to explode.
0:04:56 Yeah, I mean, this was really a five-plus-year buildup for me.
0:04:59 I started working on energy projects in college, actually.
0:05:01 And I was kind of really in the weeds
0:05:05 working to develop a way to do anaerobic digestion
0:05:08 to turn human waste into biogas in rural parts of the world
0:05:11 to create low-cost energy and also a sanitation solution.
0:05:14 And that was a sticky, painful, messy problem,
0:05:15 to say the very least.
0:05:17 But that was kind of my first foray into energy.
0:05:18 And then actually, at the end of college,
0:05:20 I tried to put together this deal to go
0:05:23 lease a bunch of lava rock in Hawaii
0:05:24 and put solar panels on it
0:05:25 and sell the power back to the government
0:05:28 and went to a bunch of banks to try to get financing.
0:05:28 And they were like, what?
0:05:29 You’re in college.
0:05:30 Who’s going to manage this?
0:05:31 And I was like, okay, fair point.
0:05:32 Maybe this doesn’t make sense.
0:05:34 Then I ended up going to Blackstone
0:05:35 and I was on the private equity team there
0:05:37 and looked at a bunch of stuff
0:05:38 all across energy infrastructure.
0:05:40 And I think really when I was at Blackstone,
0:05:42 that’s where this paradigm shift hit me,
0:05:42 where I saw, okay,
0:05:44 the last five decades of energy
0:05:46 have been defined by coal and then natural gas.
0:05:48 And the next five decades
0:05:49 are going to be defined by solar and storage.
0:05:51 And really what that means is
0:05:52 the marginal megawatt,
0:05:53 the low-cost marginal megawatt
0:05:55 is going to be solar and storage.
0:05:56 And that is going to change the way
0:05:58 our energy infrastructure looks and works
0:06:00 and the way the value chain is kind of built out.
0:06:02 And this really stuck with me.
0:06:03 And then I left Blackstone, obviously,
0:06:04 and joined Thrive Capital.
0:06:07 And I got to see really exemplars
0:06:09 for companies that were innovating
0:06:10 and taking market share
0:06:13 from big incumbent-dominated industries
0:06:14 that were not engineering-led
0:06:16 or technology-driven R&D-focused.
0:06:18 Obviously, SpaceX and aerospace
0:06:19 and Anduril and defense
0:06:20 being the kind of core examples.
0:06:23 And this energy thesis kind of stuck with me.
0:06:23 It was like, well,
0:06:25 this paradigm shift is coming.
0:06:27 Energy is really the last great part
0:06:29 of the economy that’s gone undisrupted.
0:06:31 Why can’t we go do to energy
0:06:32 what those companies did
0:06:33 to those respective industries?
0:06:33 And then, of course,
0:06:35 towards the end of my time at Thrive,
0:06:37 we became large investors in OpenAI.
0:06:38 And to your point, Aaron,
0:06:41 started to see this massive tidal wave coming
0:06:42 of this data center build-out.
0:06:45 And I think found ourselves
0:06:47 in the midst of a generational increase
0:06:48 in electricity demand.
0:06:50 And now that has just reached
0:06:51 a total fever pitch.
0:06:53 And we’re seeing this insane build-out
0:06:54 of data centers in Texas,
0:06:56 you know, in Northern Virginia,
0:06:56 obviously, which we’ve been having
0:06:57 for a long time,
0:06:59 and really across the whole country.
0:07:00 And the constraint is electrons.
0:07:01 It’s not chips, right?
0:07:03 Like, the whole economy
0:07:04 has been kind of constrained
0:07:05 by electrons now,
0:07:07 which is a new phenomenon.
0:07:11 And so utilities are uniquely open
0:07:12 to new technologies, new solutions.
0:07:14 And so that’s been a really awesome opportunity
0:07:15 for us to build into.
0:07:16 Honestly, like,
0:07:18 I feel like we’re kind of like
0:07:19 staring down the barrel
0:07:21 or in the early innings of
0:07:23 basically the largest industrial build-out
0:07:25 that the U.S. has seen ever
0:07:26 in all of history,
0:07:28 bigger than every industrial build-out
0:07:29 that we’ve ever seen combined,
0:07:31 which is great news for us
0:07:32 as American Dynamism investors.
0:07:34 Like, we don’t have an industrial base.
0:07:36 We don’t have a military industrial base.
0:07:37 We don’t have all these other things.
0:07:39 So I’m grateful to AI, honestly,
0:07:41 for pushing us to figure out
0:07:43 a lot of these thorny challenges
0:07:44 that we’re going to have to figure out
0:07:45 if we want to be able to
0:07:46 win a war with China,
0:07:47 et cetera, et cetera.
0:07:49 Yeah, these are very good problems
0:07:50 to have, right?
0:07:51 What’s happening is
0:07:52 new technology is being created,
0:07:54 which is leading to a ton of demand
0:07:55 for a thing,
0:07:57 which is exposing the fact
0:07:57 that we don’t have
0:07:59 a bunch of supply for that thing.
0:08:00 And so now a bunch of supply
0:08:00 is getting built
0:08:01 to unlock new demand.
0:08:03 And so new technology will get created,
0:08:04 which will unlock new demand,
0:08:05 which will expose
0:08:07 more supply that hasn’t been built.
0:08:08 And the flywheel will go,
0:08:10 and that’s where we get prosperity
0:08:11 and economic growth and GDP.
0:08:12 America at the finest.
0:08:13 Exactly.
0:08:14 This is what it’s all about, baby.
0:08:15 This is why we’re here,
0:08:16 building companies in America.
0:08:18 So it’s the greatest time in history
0:08:19 to be building a company
0:08:20 in this great country.
0:08:21 Totally.
0:08:22 I will say the speed
0:08:23 also matters so much
0:08:25 because on monitoring the situation,
0:08:25 we spend a lot of time
0:08:26 on the internet.
0:08:27 And one of the memes
0:08:28 that’s really popped up recently,
0:08:30 both on the left and the right,
0:08:33 is, okay, all of this AI
0:08:34 is taking way too much energy
0:08:35 and it’s actually driving
0:08:37 consumer energy prices up.
0:08:38 It’s driving costs up.
0:08:40 It’s something that is not sustainable.
0:08:41 So I would love to hear
0:08:42 your thoughts on
0:08:44 how quickly you have to build,
0:08:45 what needs to be done.
0:08:46 I mean, in some ways,
0:08:47 Texas has figured out,
0:08:48 and maybe you can talk
0:08:49 a little bit about
0:08:49 why Texas is such
0:08:50 a unique place to build,
0:08:52 but Texas has figured out
0:08:53 how to deregulate
0:08:54 and to make things
0:08:55 much more affordable.
0:08:56 Maybe talk about
0:08:57 sort of what you could see
0:08:57 that as a model
0:08:58 for the country,
0:08:59 not only building,
0:08:59 but also sort of
0:09:00 the regulatory regime.
0:09:01 Yeah.
0:09:03 So price economics 101, right?
0:09:04 Price is a function
0:09:05 of supply and demand.
0:09:05 And when you have
0:09:06 a ton of demand
0:09:07 and low supply,
0:09:09 you have prices going up.
0:09:09 And that’s largely
0:09:10 what’s happening
0:09:11 in the energy space today.
0:09:13 In Texas,
0:09:13 you have,
0:09:14 to your point,
0:09:14 Catherine,
0:09:16 a competitive free market.
0:09:17 So market participants
0:09:19 are exposed to price signals,
0:09:20 and there’s a strong incentive
0:09:21 to go build
0:09:22 when prices go up, right?
0:09:22 And that’s why
0:09:24 Texas leads the nation
0:09:25 in solar and wind.
0:09:25 Now, it also happens
0:09:26 to sit in the middle
0:09:26 of the Sun Belt
0:09:27 and the middle
0:09:27 wind corridor,
0:09:28 which is really helpful,
0:09:29 but it’s got
0:09:31 liquid price signals.
0:09:32 And so there’s
0:09:33 a strong incentive
0:09:33 for developers
0:09:34 to ensure that market.
0:09:35 That’s why you’re seeing
0:09:36 a lot of these data.
0:09:36 I mean,
0:09:37 the second biggest
0:09:38 data center market
0:09:39 in the country
0:09:40 behind Northern Virginia
0:09:41 is Dallas-Fort Worth,
0:09:41 right?
0:09:42 And it’s really easy
0:09:43 to build there.
0:09:44 There’s a lot of developers
0:09:44 around.
0:09:46 You can interact
0:09:47 with the wholesale power markets
0:09:48 in creative ways.
0:09:49 And so I think,
0:09:50 and if you kind of
0:09:51 rewind the clock
0:09:52 and look at the early 2000s,
0:09:52 like,
0:09:54 why did so much
0:09:55 of the kind of
0:09:56 wind boom,
0:09:56 solar boom
0:09:57 happen in Texas
0:09:58 before other places?
0:09:58 Well, because it was
0:09:59 the first state
0:09:59 to deregulate.
0:10:00 Actually,
0:10:01 not the first.
0:10:02 California deregulated first,
0:10:02 and then Enron
0:10:04 put a quick stop to that.
0:10:05 And so Texas
0:10:05 kind of picked up
0:10:06 the torch
0:10:06 and ran with it.
0:10:07 And so you had a bunch
0:10:08 of developers
0:10:08 go to Texas,
0:10:09 and now Houston
0:10:10 is really the energy
0:10:11 capital of the country.
0:10:12 And that’s because
0:10:13 of this free market dynamic.
0:10:14 And so I think
0:10:15 that over time,
0:10:16 the more that we can expose
0:10:17 people,
0:10:18 companies,
0:10:19 organizations
0:10:20 to price signals,
0:10:21 the more innovation
0:10:21 we’ll have,
0:10:22 the more technology
0:10:23 we’ll get deployed,
0:10:24 and you’ll see prices
0:10:25 go down over time,
0:10:25 right?
0:10:26 Because demand goes up,
0:10:27 supply stays the same,
0:10:28 prices go up,
0:10:29 a bunch of supply
0:10:30 comes in to arbitrage
0:10:31 that away,
0:10:33 and then prices go down,
0:10:34 demand goes up again,
0:10:34 right?
0:10:35 And that’s what markets
0:10:35 are for.
0:10:36 So I’m optimistic
0:10:37 that we will see
0:10:38 prices come down
0:10:39 as more supply
0:10:40 gets built out,
0:10:40 but this is kind of
0:10:41 the natural cycles
0:10:42 of markets,
0:10:42 and I think
0:10:43 it’s largely healthy.
0:10:45 We’ve seen a little bit
0:10:45 of, you know,
0:10:46 we’re all excited about,
0:10:47 but there’s some backlash
0:10:49 to the sort of
0:10:50 data center surge
0:10:51 or build out.
0:10:52 What’s misunderstood
0:10:53 about,
0:10:53 or what do people
0:10:54 not fully appreciate
0:10:55 about what’s going on here?
0:10:58 Well,
0:10:59 I think it’s really easy
0:11:00 in, you know,
0:11:01 we’ve seen,
0:11:02 I mean,
0:11:03 I haven’t seen
0:11:04 all that many,
0:11:04 I’m not that old,
0:11:06 but there’s,
0:11:06 you get these boom
0:11:07 and bust cycles
0:11:07 all the time,
0:11:08 right?
0:11:08 You know,
0:11:09 whether it’s,
0:11:10 you know,
0:11:11 crypto or,
0:11:12 you know,
0:11:13 labooboos or whatever,
0:11:15 you’ve got just like
0:11:17 crazy hysteria
0:11:18 that happens around
0:11:20 big paradigm shifts
0:11:22 and big demand cycles,
0:11:23 and we’re seeing this
0:11:23 in AI, right?
0:11:24 It’s like,
0:11:25 we all remember
0:11:25 the first time
0:11:26 we used ChatGPT
0:11:27 and our minds were blown.
0:11:29 And, you know,
0:11:29 these products,
0:11:31 and then Claude came out
0:11:32 and Grock came out
0:11:32 and, you know,
0:11:33 all these new things
0:11:34 and, you know,
0:11:36 Cursor and Cognition
0:11:37 and all these new products
0:11:39 that our team uses every day
0:11:39 and all the companies
0:11:41 you work with use every day.
0:11:42 And that has created
0:11:43 this just insatiable
0:11:44 demand for compute.
0:11:46 And the build out
0:11:46 and the investment,
0:11:47 I mean,
0:11:49 the speculation in this market
0:11:50 is really unprecedented.
0:11:51 I mean,
0:11:51 you’re seeing,
0:11:52 you know,
0:11:53 I’ve got friends
0:11:54 that work at hedge funds
0:11:55 who have,
0:11:55 you know,
0:11:56 landman equivalents
0:11:56 of people
0:11:57 who are driving around Texas
0:11:59 just looking for land to buy
0:12:00 to put data centers on
0:12:01 and they’re just writing checks
0:12:02 blindly from their offices
0:12:02 in New York
0:12:03 because they’re like,
0:12:03 hey,
0:12:04 someone’s going to take this
0:12:05 off our hands
0:12:06 and, you know,
0:12:07 everyone and their cousin
0:12:09 is in the powered shell business now,
0:12:09 right?
0:12:10 And so,
0:12:11 you’re seeing just
0:12:12 incredible amount of speculation
0:12:13 and it’s like,
0:12:13 well,
0:12:14 are we overbuilding?
0:12:15 Are we underbuilding?
0:12:16 And the answer is like,
0:12:16 probably both, right?
0:12:17 Like,
0:12:18 we’re going to overbuild
0:12:19 and then we’re going to underbuild
0:12:20 and then we’re going to overbuild
0:12:20 and then we’re going to underbuild
0:12:21 and there’s going to be this,
0:12:23 just because it’s such a big part
0:12:23 of the market
0:12:24 and there’s so much demand
0:12:25 and there’s so much capital,
0:12:27 you’re going to have,
0:12:27 you know,
0:12:29 boom bust kind of market
0:12:29 economics play out.
0:12:30 So,
0:12:31 I don’t know that I have anything
0:12:32 all that intelligent to say about,
0:12:32 oh,
0:12:33 there’s this thing
0:12:34 that no one’s talking about
0:12:34 that’s,
0:12:34 you know,
0:12:35 under the scenes here.
0:12:35 You know,
0:12:37 one thing would be,
0:12:38 you know,
0:12:39 model efficiency,
0:12:39 right?
0:12:39 Like,
0:12:41 we saw the DeepSeq breakthrough
0:12:42 and I think there’s other things
0:12:43 kind of happening
0:12:45 with being able
0:12:46 to train these models
0:12:47 and run inference
0:12:48 in more efficient ways
0:12:49 that need less compute.
0:12:51 But,
0:12:51 you know,
0:12:53 it’s anyone’s guess
0:12:54 to determine like
0:12:55 where the compute
0:12:56 kind of battle
0:12:57 is going to end
0:12:57 and you’ve got these,
0:12:58 you know,
0:12:59 all these public companies
0:12:59 that their stocks
0:13:00 have gone totally crazy
0:13:02 and who knows
0:13:03 how it’s going to play out.
0:13:04 I think that there will be
0:13:05 a bit of a snapback
0:13:06 and then I think,
0:13:07 I do think the kind of
0:13:09 the steady march of demand
0:13:10 will keep going
0:13:10 and over time
0:13:11 we will need a lot
0:13:11 of this compute.
0:13:14 but it’s really hard
0:13:16 to get the supply-demand
0:13:16 math correctly
0:13:17 in the near term
0:13:18 and there will be
0:13:20 some ugly outcomes
0:13:20 as a result.
0:13:23 Yeah.
0:13:25 One thing that,
0:13:25 you know,
0:13:27 has been big in the news
0:13:27 this week,
0:13:30 at least for people
0:13:33 who read the news
0:13:33 in Chinese,
0:13:35 is the,
0:13:36 basically,
0:13:37 the closing down
0:13:39 of a lot of the
0:13:41 critical metals
0:13:42 and minerals
0:13:43 that are probably
0:13:44 upstream of you
0:13:44 in the supply chain
0:13:45 from China
0:13:46 would,
0:13:47 like,
0:13:48 you know,
0:13:49 how does that affect
0:13:51 this whole power build-out?
0:13:51 Like,
0:13:52 how are you guys
0:13:53 thinking about that?
0:13:53 What should we,
0:13:54 what should we all
0:13:55 be thinking about more
0:13:57 as we look towards
0:13:58 those upstream
0:13:59 Chinese supply chains?
0:14:00 Yeah.
0:14:02 I really have two minds here.
0:14:04 One,
0:14:04 which is maybe
0:14:05 not what you’re expecting
0:14:06 to say of it,
0:14:07 but is my real opinion,
0:14:08 which is like,
0:14:09 I believe a global economy
0:14:10 is a better economy.
0:14:10 It’s a bigger economy.
0:14:12 and I believe in,
0:14:13 you know,
0:14:13 free markets
0:14:14 and labor specialization
0:14:16 and I think that,
0:14:18 yeah,
0:14:19 a global economy
0:14:20 where we can collaborate
0:14:20 and coordinate
0:14:22 with large global powers,
0:14:23 whether it be China
0:14:24 or otherwise,
0:14:26 is good for the world.
0:14:27 But,
0:14:30 we are in a time
0:14:32 where there are
0:14:33 a bunch of forces
0:14:34 at play
0:14:35 and we have
0:14:37 a particularly
0:14:38 aggressive
0:14:39 president
0:14:39 with regards
0:14:40 to tariffs
0:14:41 and
0:14:43 if you are in
0:14:43 the business
0:14:44 of making things
0:14:46 and some of the things
0:14:46 that you need
0:14:48 are largely made
0:14:49 in China,
0:14:50 you’ve got to take matters
0:14:51 into your own hands
0:14:52 and,
0:14:52 you know,
0:14:53 we’ve been very loud
0:14:53 about this.
0:14:53 Like,
0:14:55 we accelerated our plans
0:14:56 to build a factory
0:14:56 in Texas
0:14:57 to make this stuff
0:14:58 ourselves
0:14:59 because of
0:15:00 what’s happening
0:15:01 in the geopolitical
0:15:02 arena,
0:15:03 right?
0:15:03 And so,
0:15:05 if you source
0:15:06 rare earths
0:15:06 or,
0:15:07 you know,
0:15:07 components
0:15:08 or batteries
0:15:08 or whatever
0:15:09 it might be
0:15:10 from China,
0:15:10 like,
0:15:10 you better have
0:15:11 a backup plan.
0:15:12 And there are
0:15:13 some things
0:15:13 that you can get
0:15:14 in other places
0:15:15 like Vietnam,
0:15:16 Indonesia,
0:15:17 you know,
0:15:18 Thailand,
0:15:18 Japan,
0:15:19 and there’s
0:15:20 some places,
0:15:20 some things
0:15:21 that you can’t
0:15:22 and you’re
0:15:22 going to have
0:15:22 to make yourself
0:15:23 and does it
0:15:23 make sense
0:15:23 to make them
0:15:24 in the U.S.
0:15:24 or should you
0:15:25 actually make
0:15:25 them in Mexico
0:15:27 or make them
0:15:27 somewhere else,
0:15:28 right?
0:15:29 It’s all about
0:15:30 transformation cost
0:15:30 and well,
0:15:30 actually,
0:15:31 you know,
0:15:32 where do you
0:15:33 this and how
0:15:33 are they assembled
0:15:35 and so there’s
0:15:35 no one size
0:15:36 it’s also not
0:15:36 like,
0:15:36 oh,
0:15:36 yep,
0:15:37 go ahead
0:15:37 and just
0:15:37 make everything
0:15:38 in the U.S.
0:15:38 Let’s just
0:15:38 like click
0:15:40 the reshore button
0:15:40 and then,
0:15:41 you know,
0:15:42 put a billion dollars
0:15:42 in the ground
0:15:43 and then it happens.
0:15:45 it takes time
0:15:46 and it’s all
0:15:46 nuanced
0:15:48 but, you know,
0:15:48 I’ll just speak
0:15:49 for base,
0:15:50 I mean,
0:15:50 we are doing
0:15:52 as much as we can
0:15:53 to control our destiny
0:15:54 here and make
0:15:55 as many of the things
0:15:56 that are core to us
0:15:57 that make sense
0:15:58 from a kind of
0:15:59 transformation cost
0:15:59 perspective
0:16:00 ourselves in Texas.
0:16:01 Now,
0:16:03 we also highly value
0:16:04 having engineering
0:16:05 and manufacturing
0:16:06 very close to each other
0:16:07 and having this
0:16:07 tight feedback loop
0:16:08 and iterations
0:16:10 and maybe not all
0:16:11 people value that
0:16:11 and so they want
0:16:11 to make stuff
0:16:12 elsewhere
0:16:12 and engineer
0:16:13 far away
0:16:14 and that’s fine too
0:16:14 and I think
0:16:15 it very much
0:16:15 depends on the
0:16:16 product strategy
0:16:17 and the kind of
0:16:17 company you’re building
0:16:19 so,
0:16:20 yeah,
0:16:21 it is a hard time
0:16:22 to be building things
0:16:23 because it’s just
0:16:24 always hard to build things
0:16:25 and,
0:16:26 you know,
0:16:26 I think the best thing
0:16:27 you can do
0:16:28 is kind of
0:16:29 take stock
0:16:30 of your situation
0:16:31 relative to your company
0:16:31 and the thing
0:16:32 that you make
0:16:33 and just figure out
0:16:34 the most strategic way
0:16:35 to control your own
0:16:35 destiny,
0:16:36 so to speak.
0:16:37 I will say
0:16:38 it’s pretty nice
0:16:39 to have a backup plan
0:16:40 where you can raise
0:16:40 a billion dollars
0:16:41 to build in Texas
0:16:42 like,
0:16:43 that’s a really
0:16:44 nice backup plan
0:16:45 and testament
0:16:46 to you all too.
0:16:47 Yeah,
0:16:48 it certainly helps
0:16:48 and we’re,
0:16:49 look,
0:16:49 we’re very grateful
0:16:50 for the support
0:16:50 of our investors
0:16:52 Andreessen included
0:16:53 who see this big vision
0:16:54 and it’s not,
0:16:55 we’re not like,
0:16:55 oh,
0:16:56 you know,
0:16:57 tariffs hit,
0:16:58 we need a billion dollars
0:16:58 because like,
0:16:59 our stuff’s getting
0:16:59 more expensive,
0:17:00 right?
0:17:00 It’s like,
0:17:01 okay,
0:17:02 we have a plan,
0:17:02 here it is,
0:17:03 this is what we’re
0:17:03 going to do,
0:17:03 this is how we’re
0:17:04 going to do it,
0:17:04 this is what it’s
0:17:05 going to cost,
0:17:05 right?
0:17:07 And so,
0:17:08 we’re going to execute
0:17:08 against that plan
0:17:09 as quickly as we can.
0:17:13 Just Building in Texas
0:17:13 because I think
0:17:14 a couple years ago
0:17:15 and,
0:17:15 you know,
0:17:16 we talk a lot about this
0:17:17 on the American Dynamism team,
0:17:17 it was like,
0:17:19 everything was concentrated
0:17:19 in California.
0:17:21 Saying you were going
0:17:21 to build in a new
0:17:23 ecosystem like Austin
0:17:23 was sort of seen
0:17:25 as radical or crazy
0:17:26 and like the sort of,
0:17:28 the kind of top line
0:17:29 kind of that everyone
0:17:30 would say is,
0:17:30 well,
0:17:31 there’s not enough talent.
0:17:32 Like,
0:17:32 you’re going to have
0:17:33 a hard time getting
0:17:34 the engineering talent,
0:17:34 as you said,
0:17:34 like,
0:17:35 manufacturing and engineering
0:17:36 need to be near each other,
0:17:37 how are you going
0:17:37 to be able to do that?
0:17:38 And so,
0:17:39 you were sort of proving
0:17:40 all the naysayers wrong.
0:17:42 Maybe talk about
0:17:43 why Texas is the future
0:17:44 and why if we’re looking
0:17:45 20 years out,
0:17:46 we might see
0:17:47 10 new,
0:17:47 you know,
0:17:49 physical world ecosystems
0:17:50 that are really benefiting
0:17:51 from this movement.
0:17:52 Yeah,
0:17:53 look,
0:17:54 I’m very biased here
0:17:54 because I was born
0:17:55 and raised in Austin,
0:17:56 so this is home for me.
0:17:57 But,
0:17:58 first of all,
0:17:59 Austin is an amazing place
0:17:59 to live.
0:18:00 It’s an amazing place
0:18:00 to build a family.
0:18:02 It’s got great schools.
0:18:03 It’s got great,
0:18:03 you know,
0:18:04 outdoor nature.
0:18:05 It’s got the arts.
0:18:05 It’s got music.
0:18:07 It’s got the Texas Longhorns.
0:18:07 It’s,
0:18:08 you know,
0:18:09 has all the charm
0:18:10 of a small city
0:18:11 and all the resources
0:18:12 of a big city.
0:18:13 It’s got the restaurants
0:18:14 and barbecue.
0:18:15 That’s important.
0:18:16 And barbecue,
0:18:16 right?
0:18:18 And great Mexican food.
0:18:18 And so,
0:18:19 the livability
0:18:20 is extremely high.
0:18:21 So,
0:18:21 you know,
0:18:22 we do a lot of relocating
0:18:23 people to Austin,
0:18:23 right?
0:18:23 We’re like,
0:18:23 hey,
0:18:24 you know,
0:18:25 and it’s a good selection
0:18:26 mechanism for people
0:18:27 who are really serious
0:18:27 because,
0:18:28 look,
0:18:29 we work really hard here.
0:18:29 Like,
0:18:30 this is an intense
0:18:30 place to work.
0:18:32 And if you’re not
0:18:33 willing to pick up
0:18:33 your life
0:18:34 and move to Austin,
0:18:35 like,
0:18:35 you’re probably just
0:18:36 not the right fit
0:18:37 for the company
0:18:38 because it’s just
0:18:38 been an intense
0:18:39 group of people.
0:18:41 And so,
0:18:42 we’ve been able
0:18:42 to relocate a lot
0:18:43 of people here
0:18:43 because it’s a great
0:18:44 place to live.
0:18:45 But the actual
0:18:46 fundamentals of the city
0:18:47 make it a really
0:18:48 good place to build.
0:18:49 It’s incredibly
0:18:49 pro-business.
0:18:51 There’s a massive,
0:18:52 highly,
0:18:52 you know,
0:18:54 competent set
0:18:55 of young,
0:18:56 college-educated
0:18:58 people coming out
0:18:58 of the University
0:18:59 of Texas.
0:19:00 Elon has built
0:19:01 Gigafactory here,
0:19:02 which has brought
0:19:03 tens of thousands
0:19:03 of incredible
0:19:04 engineers here,
0:19:04 many of which
0:19:05 we’ve hired.
0:19:07 And,
0:19:07 you know,
0:19:08 SpaceX now has a
0:19:10 site in Bastrop.
0:19:11 You know,
0:19:13 Amazon and Apple
0:19:14 and Meta and,
0:19:15 you know,
0:19:15 all of these companies
0:19:16 have big offices here.
0:19:17 So,
0:19:18 it’s become a
0:19:19 technology hub.
0:19:19 The hiring,
0:19:20 the local hiring pool
0:19:21 has gotten better.
0:19:22 Our ability to recruit
0:19:23 people here has gone up
0:19:24 as the city has gotten
0:19:24 better.
0:19:26 And as someone who
0:19:26 grew up here and,
0:19:27 you know,
0:19:27 spent the last,
0:19:28 you know,
0:19:28 whatever,
0:19:29 30 years here,
0:19:29 like,
0:19:31 the next 10 years
0:19:31 for Austin are going
0:19:32 to be a lot better
0:19:33 than the last 10 years.
0:19:33 And we’re kind of
0:19:34 hitting this inflection
0:19:34 point where it’s
0:19:35 becoming a major
0:19:37 metro in the country.
0:19:38 And so,
0:19:39 I’m extremely bullish
0:19:40 on the city.
0:19:40 And obviously,
0:19:41 our friends at
0:19:41 Seronic are building
0:19:42 a really incredible
0:19:43 hardware company here.
0:19:45 And we’re excited
0:19:46 about what they’re doing.
0:19:47 And there’s going to
0:19:48 be more behind us
0:19:48 that are,
0:19:48 that are,
0:19:49 you know,
0:19:50 building hard things,
0:19:51 doing hard work
0:19:52 here in Texas.
0:19:53 And it’s really
0:19:53 exciting to see.
0:19:54 Zach,
0:19:55 so,
0:19:56 modernizing the grid
0:19:57 is an important topic
0:19:58 that people talk a lot
0:19:58 about.
0:19:58 Obviously,
0:19:59 not the most,
0:20:00 the sexiest topic,
0:20:00 but,
0:20:01 you know,
0:20:02 I think it’s pretty sexy.
0:20:03 Exactly.
0:20:04 Yeah,
0:20:05 it needs to be done.
0:20:06 What,
0:20:07 why don’t you give an overview
0:20:08 of how the grid got so bad
0:20:09 in the first place
0:20:10 and what needs to happen?
0:20:12 Yeah,
0:20:12 so,
0:20:14 the back story here
0:20:15 is interesting
0:20:16 and complicated.
0:20:17 I mean,
0:20:18 the grid was largely
0:20:21 kind of federalized
0:20:22 and regulated,
0:20:22 right?
0:20:23 and,
0:20:24 you know,
0:20:25 in the early 1900s
0:20:26 when we started
0:20:27 building out
0:20:27 what is now
0:20:28 a grid infrastructure,
0:20:30 the available technology
0:20:30 was,
0:20:31 was less,
0:20:33 our kind of cities
0:20:34 were more rural.
0:20:35 You had to have
0:20:36 like a ton of coordination
0:20:38 to get these things done.
0:20:39 And so,
0:20:39 you had a lot of these
0:20:40 municipal utilities
0:20:41 get built out,
0:20:41 they’re,
0:20:42 you know,
0:20:42 run by the city.
0:20:44 And then over time,
0:20:45 you know,
0:20:47 you saw other parts
0:20:48 of the economy
0:20:48 deregulate,
0:20:49 right?
0:20:50 like,
0:20:51 you know,
0:20:52 trucking
0:20:53 and airlines
0:20:54 and telecom
0:20:55 and the grid
0:20:56 just largely didn’t.
0:20:57 And it stayed,
0:20:57 you know,
0:20:58 highly regulated.
0:20:59 And,
0:21:00 you know,
0:21:00 I think,
0:21:00 and,
0:21:03 I think that
0:21:04 when you have
0:21:05 parts of the economy
0:21:06 that are controlled
0:21:07 by the government,
0:21:08 you definitionally
0:21:09 have less innovation.
0:21:10 And so,
0:21:10 you know,
0:21:12 right now,
0:21:13 on the order of
0:21:14 40%,
0:21:15 50% of grid infrastructure
0:21:16 was built in the 60s.
0:21:17 And so,
0:21:18 there has not been
0:21:19 a strong incentive
0:21:20 when you have
0:21:21 monopolies,
0:21:21 you don’t have
0:21:22 competition,
0:21:23 there’s very little
0:21:24 incentive to innovate,
0:21:24 right?
0:21:25 Because there’s no
0:21:25 competition.
0:21:26 And so,
0:21:27 you have old
0:21:27 infrastructure
0:21:28 where there’s no
0:21:30 incentive to upgrade
0:21:32 it and rebuild it.
0:21:33 And so,
0:21:33 we have a system
0:21:34 that is basically
0:21:35 old and too small
0:21:35 is kind of the
0:21:36 punchline.
0:21:38 As I mentioned,
0:21:39 in the early 2000s,
0:21:39 late 90s,
0:21:42 this deregulate the grid
0:21:43 kind of movement
0:21:44 started in California.
0:21:45 It was quickly
0:21:46 kind of cut off
0:21:47 at the knees
0:21:48 around the Enron
0:21:49 situation.
0:21:50 Texas picked up
0:21:50 the torch,
0:21:51 deregulated,
0:21:52 and then a bunch
0:21:53 of states in the
0:21:53 Northeast followed.
0:21:54 But it kind of
0:21:55 stopped there
0:21:56 and a lot of the
0:21:56 country is still
0:21:57 regulated and
0:21:58 partially for good
0:21:59 reason.
0:21:59 I mean,
0:22:00 I think that
0:22:01 at least the
0:22:02 transmission distribution,
0:22:03 it does make sense
0:22:04 to have regulated
0:22:05 monopolies in that
0:22:05 part of the economy
0:22:06 because it doesn’t
0:22:06 make sense to have,
0:22:07 you know,
0:22:07 10 different power
0:22:08 lines running
0:22:09 through the
0:22:09 neighborhood,
0:22:09 right?
0:22:10 So,
0:22:12 it’s kind of like
0:22:13 the roads,
0:22:13 right?
0:22:13 Like,
0:22:14 most roads are not
0:22:15 privately owned.
0:22:16 It makes sense to
0:22:16 have these roads
0:22:17 owned by the
0:22:17 government,
0:22:18 but the cars
0:22:19 that drive on
0:22:20 them and the
0:22:20 kind of stores
0:22:21 that line them
0:22:23 are not government
0:22:23 owned.
0:22:25 And it’s kind of
0:22:26 like other,
0:22:26 you know,
0:22:27 there are proxies
0:22:27 in the economy.
0:22:29 when you have no
0:22:30 competition and
0:22:31 government regulation,
0:22:32 you don’t have
0:22:32 innovation and
0:22:33 you have very
0:22:33 little incentive
0:22:33 to upgrade.
0:22:34 So,
0:22:36 we have to
0:22:37 change that.
0:22:37 And we’re
0:22:38 starting by
0:22:39 entering the
0:22:40 deregulated market
0:22:41 of Texas where
0:22:42 there is an
0:22:42 incentive to
0:22:42 innovate and we
0:22:43 are exposed to
0:22:44 price signals.
0:22:45 And that’s why
0:22:46 Texas has become
0:22:47 a laboratory for
0:22:47 energy innovation
0:22:49 because it’s a
0:22:49 free market and
0:22:49 you can go
0:22:51 capture market share
0:22:52 and profits by
0:22:52 coming up with
0:22:53 great technology.
0:22:54 Now what we’re
0:22:55 doing is we’re
0:22:55 taking all the
0:22:56 technology we’ve
0:22:56 built over the
0:22:57 last two and a
0:22:57 half years in
0:22:58 Texas,
0:22:58 the hardware,
0:22:59 the software,
0:22:59 the deployment
0:23:00 operations,
0:23:00 and we’re
0:23:02 packaging it and
0:23:02 bringing it to
0:23:03 those regulated
0:23:04 utilities across
0:23:05 the country who
0:23:06 are seeing this
0:23:07 once-in-a-generation
0:23:08 power demand and
0:23:09 saying we need
0:23:09 technology.
0:23:10 And they know
0:23:10 that they’re not
0:23:11 really built for
0:23:12 R&D, right?
0:23:13 And so they need
0:23:14 a partner.
0:23:15 And we show up
0:23:15 and say, hey,
0:23:15 we are your
0:23:16 outsourced R&D.
0:23:17 We have this
0:23:17 technology we can
0:23:18 provide to you.
0:23:19 It’s going to
0:23:19 help you decrease
0:23:20 your costs and
0:23:21 increase your
0:23:21 reliability.
0:23:22 And I’m like,
0:23:22 okay, that
0:23:23 sounds pretty
0:23:23 interesting.
0:23:25 So we’re working
0:23:25 on partnering with
0:23:26 these regulated
0:23:28 them, right?
0:23:28 We’re here to
0:23:29 partner with them
0:23:29 and help them do
0:23:30 their jobs better
0:23:31 outside of Texas.
0:23:32 And in the other
0:23:33 deregulated markets,
0:23:33 we’re going to
0:23:34 compete in the
0:23:35 free markets,
0:23:35 right?
0:23:35 And I hope that
0:23:36 other competition
0:23:37 shows up, right?
0:23:38 Competition is good.
0:23:39 Competition equals
0:23:40 lower prices and
0:23:40 better services for
0:23:41 consumers.
0:23:41 And it will help
0:23:42 us do better at
0:23:43 our jobs.
0:23:43 So I hope there
0:23:44 are more energy
0:23:45 technology companies
0:23:45 that show up in
0:23:46 the competitive
0:23:46 parts of the
0:23:47 market and help
0:23:48 us push us to
0:23:48 do better.
0:23:49 And then conversely,
0:23:50 also go to the
0:23:51 regulated parts of
0:23:51 the market and
0:23:52 start building
0:23:53 technology and
0:23:54 doing R&D on
0:23:55 behalf of these
0:23:56 regulated utilities.
0:23:57 Yeah, I think
0:23:57 it’s a great
0:23:58 explanation.
0:23:58 I wonder if
0:23:59 that’s an
0:24:00 inspiring and
0:24:01 good note to
0:24:01 throw.
0:24:02 I like the
0:24:02 phrase by the
0:24:03 competition is
0:24:03 good because
0:24:05 zero to one
0:24:05 got so popular
0:24:06 people have
0:24:07 been less
0:24:08 excited about
0:24:08 competition as
0:24:09 it relates to
0:24:11 its overall
0:24:12 benefits to the
0:24:12 ecosystem.
0:24:13 So I appreciate
0:24:14 you calling that
0:24:14 out.
0:24:18 winning in
0:24:19 an uncompetitive
0:24:21 market is
0:24:22 like, that’s
0:24:23 not really a
0:24:23 thing, right?
0:24:24 Like any good
0:24:26 opportunity gets
0:24:26 competed.
0:24:28 If what you’re
0:24:29 doing is actually
0:24:30 that interesting
0:24:32 economically and
0:24:33 societal, like it
0:24:34 should be competed
0:24:35 on, right?
0:24:35 And someone should
0:24:36 show up and say,
0:24:37 hey, I want that
0:24:38 too, right?
0:24:38 So, you know,
0:24:39 right now, if you
0:24:40 said, hey, Zach,
0:24:40 who else is
0:24:41 working on this
0:24:42 in this way?
0:24:43 Like, actually,
0:24:44 there’s nobody
0:24:45 like, there
0:24:46 are other people
0:24:46 that make
0:24:46 batteries, there
0:24:47 are other people
0:24:48 that write software
0:24:49 for batteries, no
0:24:49 one has the
0:24:49 model that we
0:24:50 have, someone
0:24:51 better show up
0:24:52 soon or else
0:24:53 like, what we’re
0:24:54 doing clearly
0:24:55 isn’t working.
0:24:55 Now, I think it’s
0:24:56 working and the
0:24:56 market thinks it’s
0:24:57 working, the
0:24:57 business model
0:24:58 works, the
0:24:58 customers love
0:24:59 it, and so I
0:24:59 imagine that
0:25:00 someone will show
0:25:00 up soon.
0:25:02 Now, I think
0:25:03 we’ve got a nice
0:25:03 head start and,
0:25:04 you know, we’re
0:25:05 rather competitive
0:25:06 people, so, you
0:25:06 know, bring it
0:25:08 on, but I do
0:25:08 think that, like,
0:25:10 good, you know,
0:25:10 competitive markets
0:25:11 are healthy.
0:25:12 Totally.
0:25:13 Totally.
0:25:17 If you want to
0:25:17 read more about
0:25:18 base, Arena
0:25:20 Mag has the
0:25:21 definitive profile
0:25:22 of you guys and
0:25:22 what we’re
0:25:22 building in
0:25:24 Texas, check it
0:25:24 out this weekend.
0:25:27 Erin, did you
0:25:27 want to say
0:25:28 something?
0:25:28 Oh, I was just
0:25:29 saying, you
0:25:30 brought up Peter
0:25:31 Thiel, Eric, and
0:25:32 Zero to One, and
0:25:33 you know, it’s
0:25:34 better to not have
0:25:34 a competitor than
0:25:35 have a competitor.
0:25:38 And I loved Zach’s
0:25:39 spicy take.
0:25:41 And I remember, you
0:25:42 know, when I was at
0:25:42 Palantir, we talked
0:25:43 a lot about not
0:25:44 having a competitor.
0:25:45 And now every
0:25:46 company I talk to is
0:25:48 Palantir for XYZ.
0:25:50 So I imagine we’ll,
0:25:50 you know.
0:25:51 Yeah, Palantir has
0:25:51 tons of competitors.
0:25:52 NVIDIA has tons of
0:25:53 competitors.
0:25:54 In 10 years,
0:25:55 OpenAI, yeah.
0:25:56 OpenAI, tons of
0:25:56 competitors.
0:25:57 Name a great business
0:25:58 that doesn’t have
0:25:58 competition.
0:25:59 I mean, yeah.
0:26:01 Yeah.
0:26:02 Awesome.
0:26:03 Well, on that note,
0:26:04 Zach, thanks so much
0:26:04 for coming to the
0:26:04 Modern News
0:26:04 Situation.
0:26:06 Thanks for having
0:26:06 me, guys.
0:26:06 It was fun.
0:26:07 Great.
0:26:08 Well, we’re now
0:26:09 excited to have our
0:26:10 second guest on the
0:26:10 Modern News
0:26:11 Situation segment,
0:26:12 Eddie Lazarin, who’s
0:26:13 going to be talking to
0:26:14 us about who is
0:26:14 Nick Land.
0:26:16 Eddie, we’ve been
0:26:16 looking for an
0:26:17 excuse to bring up
0:26:19 Nick Land in A6Z
0:26:20 podcast for a while
0:26:21 now, and I think we
0:26:22 finally found it.
0:26:23 Tucker Carlson had
0:26:24 a guest on the
0:26:25 podcast which talked
0:26:26 about the Nick Land
0:26:26 phenomenon in
0:26:27 Silicon Valley and
0:26:28 how it’s inspired
0:26:29 AI, and there
0:26:29 were worried
0:26:31 about it being
0:26:32 sort of the
0:26:33 summoning of the
0:26:34 demons, so to
0:26:34 speak.
0:26:34 There was a great
0:26:35 profile on Tablet
0:26:37 on who is Nick Land.
0:26:38 Nick Land also went
0:26:38 on a podcast in this
0:26:39 debate with…
0:26:40 The current issue
0:26:40 of Tablet.
0:26:41 Yes.
0:26:41 Get yours.
0:26:42 Exactly.
0:26:43 And to Catherine,
0:26:45 Nick Land also did
0:26:45 a debate with
0:26:48 Alexander Dugan on
0:26:49 Mike Dyer’s podcast.
0:26:50 So in the news
0:26:51 right now, and
0:26:51 people are asking
0:26:53 who is Nick Land
0:26:53 and what is his
0:26:54 connection to
0:26:54 Silicon Valley?
0:26:56 Eddie, help us
0:26:56 make sense.
0:26:59 So I’ll say…
0:27:00 I will layer on
0:27:02 caveat after caveat
0:27:03 until maybe we get
0:27:03 an answer, right?
0:27:05 Like maybe that will…
0:27:06 Maybe that’s how we’ll
0:27:06 get there.
0:27:08 But so first I’ll say
0:27:09 like I don’t think
0:27:10 people need to
0:27:11 understand who Nick
0:27:12 Land is any more
0:27:12 than you need to
0:27:13 understand who Deleuze
0:27:15 and Guattari are or who
0:27:16 Hegel was or, you
0:27:18 know, who any of these
0:27:19 somewhat inscrutable
0:27:20 continental philosophers
0:27:21 are, right?
0:27:22 I don’t think that you
0:27:23 necessarily need to.
0:27:25 Although I think these
0:27:27 figures do have an
0:27:28 effect on mainstream
0:27:29 culture, they do.
0:27:30 It’s usually through
0:27:32 their ripple effect
0:27:33 over layers and
0:27:34 layers of culture as
0:27:35 they’re kind of
0:27:36 digested and
0:27:37 recomputed by
0:27:39 people, right?
0:27:39 We kind of achieve
0:27:40 an understanding of
0:27:40 them.
0:27:41 So I’ll say Nick
0:27:42 Land is that type of
0:27:42 figure.
0:27:44 So he’s incredibly
0:27:46 difficult to understand.
0:27:48 Not just because he’s
0:27:49 from an intellectual
0:27:50 school that’s hard to
0:27:51 understand, like the
0:27:51 continental
0:27:52 philosophers in
0:27:54 general, but because
0:27:56 the topics he chooses
0:27:57 to talk about are
0:27:58 themselves inscrutable.
0:28:00 His writing style is
0:28:02 inscrutable because it’s
0:28:03 sort of taking these
0:28:05 flourishes and density
0:28:06 from these famous like
0:28:07 20th century French
0:28:08 philosophers and stuff
0:28:08 like that.
0:28:10 Obviously he’s writing in
0:28:11 English and he’s very
0:28:12 much an Englishman, but
0:28:15 all these layers make it
0:28:16 incredibly difficult to
0:28:17 understand who Nick Land
0:28:17 is.
0:28:19 So first, if you have no
0:28:20 interest in continental
0:28:21 philosophers, if you have no
0:28:22 interest in this type of
0:28:23 thing, you don’t need to
0:28:23 know.
0:28:24 You’re good.
0:28:25 Turn it off.
0:28:27 Skip the podcast this
0:28:27 week.
0:28:28 Enjoy.
0:28:29 Have a good afternoon.
0:28:30 You know, whatever.
0:28:32 But if those types of
0:28:33 things are interesting to
0:28:35 you, then Nick Land is
0:28:36 very, very interesting.
0:28:37 And I find it.
0:28:38 I’m a huge fan.
0:28:38 I find it very
0:28:39 interesting.
0:28:41 What makes him
0:28:42 interesting is that he
0:28:43 takes a lot of the most
0:28:44 interesting post-industrial
0:28:47 revolution themes and he
0:28:48 modernizes them into an
0:28:51 ultra-modern cypherpunk
0:28:52 context.
0:28:57 right now, as I said, he’s
0:28:58 hard to explain, so I’m
0:28:59 being really reductionistic
0:29:00 here, right?
0:29:02 And I’m overly simplifying
0:29:02 what he is.
0:29:05 But Nick Land has had two
0:29:07 famous phases, two phases
0:29:07 in his intellectual
0:29:09 development, which is not
0:29:11 uncommon for people like
0:29:12 him, people who are kind
0:29:13 of playing in this really
0:29:15 complex mind space and
0:29:16 trying to make sense of
0:29:18 things using really high
0:29:19 level conceptual tools.
0:29:21 In his earlier phase, which
0:29:23 I think is maybe exemplified
0:29:24 by like this cool essay
0:29:25 called Meltdown from
0:29:28 1994, Nick Land was
0:29:30 taking all these themes
0:29:32 about industrial development
0:29:34 and capitalism and the
0:29:39 internet and cities and
0:29:42 the intensity and heat and
0:29:44 chaos and entropy of modern
0:29:46 culture as we saw it in the
0:29:48 90s and in the 70s and 80s
0:29:49 90s in a way we’d never
0:29:50 seen before.
0:29:52 And he’s trying to make
0:29:53 sense of it in terms of
0:29:55 its grand historicity.
0:29:56 What does it mean in the
0:29:58 big picture of the
0:29:59 development of humanity?
0:30:01 And during that period, I
0:30:02 think he was a little more
0:30:04 cynical about capitalism.
0:30:05 Like he kind of flipped his
0:30:06 views on how he thought
0:30:07 about capitalism,
0:30:08 technological development
0:30:10 as something that was
0:30:11 creating a lot of
0:30:13 problems for people, but
0:30:14 also something that was
0:30:15 brimming with incredible
0:30:16 potential.
0:30:18 In his more recent period,
0:30:21 maybe like since 2012,
0:30:22 2013-ish or something like
0:30:25 that, he has remained
0:30:26 focused on similar themes,
0:30:29 but he has kind of flipped
0:30:30 around a little bit where he
0:30:32 sees technological development
0:30:35 and the feedback loop of
0:30:37 capital and technology and
0:30:38 capital and technology and
0:30:39 money and capital and
0:30:42 technology as maybe
0:30:45 culminating a huge project.
0:30:46 Now, whether it’s a human
0:30:47 project or whether it’s a
0:30:49 project from an AI from the
0:30:50 future is kind of a complex
0:30:53 idea, but gets at another
0:30:55 theme of his, which is this
0:30:57 esoteric mysticism.
0:31:00 Now, I’m not a particularly
0:31:02 esoteric mysticism type
0:31:02 person.
0:31:04 I studied philosophy in
0:31:05 school, but I studied
0:31:06 analytic philosophy, which
0:31:08 is like the boring draw
0:31:11 math equations and
0:31:12 logic, you know, logical
0:31:13 explanations type
0:31:14 philosopher, the type who
0:31:17 maybe makes things clear at
0:31:18 the expense of them being
0:31:20 interesting, right?
0:31:22 But the continental school,
0:31:23 land school, is very much
0:31:24 the opposite, maybe.
0:31:25 Yes.
0:31:27 And leaning maximally into
0:31:29 interestingness, maybe at the
0:31:30 expense of clarity, right?
0:31:31 Yeah.
0:31:34 And I’d say that Land’s
0:31:37 unpacking of all these
0:31:39 ideas is often layered with
0:31:41 his esoteric tools, right?
0:31:43 And those are things like
0:31:45 the numagram, which I regret
0:31:46 I crunched up slightly, but
0:31:47 it doesn’t help.
0:31:48 It wasn’t going to make
0:31:49 sense anyway, right?
0:31:52 So the, I’m not going to
0:31:53 bother to try to explain the
0:31:54 numagram.
0:31:55 It’s actually a really cool
0:31:57 three-hour, 33-minute
0:32:00 podcast on YouTube where he
0:32:02 explains it in depth, but the
0:32:04 way that I maybe rationalize
0:32:06 it to myself is I think of it
0:32:07 like that brilliant friend of
0:32:08 yours who really does have a
0:32:10 great grasp of people, but
0:32:12 maybe relies on tarot as like
0:32:14 a, like a tool of their
0:32:16 brilliant, otherwise brilliant
0:32:17 psychologizing, right?
0:32:18 That’s kind of how I think
0:32:19 about it.
0:32:22 So what makes Land so
0:32:24 interesting to Silicon Valley
0:32:25 people, right?
0:32:25 Right, because that’s just a
0:32:26 pushback on the Hegel or
0:32:27 Deleuze, like they’re not
0:32:29 people who inspire, you know,
0:32:31 Silicon Valley in the same
0:32:31 way.
0:32:32 So Land is more relevant and
0:32:33 more pertinent.
0:32:34 And that’s because he takes a
0:32:35 lot of the interesting themes
0:32:36 from those philosophers.
0:32:37 I’m trying to avoid getting
0:32:38 like a little too deep into
0:32:39 the specifics.
0:32:40 I can’t, I can, and I’d be
0:32:42 happy to, but, but he takes a
0:32:44 lot of the themes that these
0:32:45 philosophers talk about and he
0:32:47 embeds them very, very
0:32:49 specifically in technological
0:32:51 progress, in the internet, in
0:32:52 what is new.
0:32:54 He has, and I say this like
0:32:55 very much being a part of the
0:32:56 crypto team and on the
0:32:57 crypto fund, he has probably
0:32:59 the most interesting, dense
0:33:01 treatment of Bitcoin as a
0:33:05 philosophical object that has
0:33:06 ever been written, for sure.
0:33:07 I’ve found super, super
0:33:09 interesting and always seems to
0:33:11 surprise me with ideas when I
0:33:11 go back to it.
0:33:14 It’s like a 150 page book or
0:33:14 so, right?
0:33:17 So part of what makes his
0:33:20 appeal so great is specifically
0:33:22 embedding these things in
0:33:24 contemporary technological
0:33:26 themes and developments, as
0:33:28 opposed to kind of waving the
0:33:29 hand and looking at like, I
0:33:31 would describe most philosophers
0:33:32 as kind of looking at
0:33:34 technological progress as
0:33:35 like, well, look, they’re
0:33:37 making more stuff faster, you
0:33:39 know, like, okay, they made
0:33:41 the pin factory 10 times
0:33:41 cheaper.
0:33:42 Wow.
0:33:43 Those industrialists, you
0:33:45 know, whereas I think
0:33:46 land identifies a qualitative
0:33:48 change, right?
0:33:50 In technological progress, we
0:33:53 see something maybe almost
0:33:53 spooky.
0:33:54 And I think that that’s where
0:33:57 that spookiness is what
0:34:00 Tucker’s guest was correctly
0:34:00 identifying.
0:34:03 Now, I think his analysis was
0:34:07 maybe not the way that I see
0:34:07 land.
0:34:09 And I think there was a lot of
0:34:11 projection from his personal
0:34:13 analysis of things.
0:34:16 I think that I really, I thought
0:34:17 it was very entertaining and fun,
0:34:18 but I, the truth is, I don’t
0:34:19 think it was particularly
0:34:19 accurate.
0:34:22 But he is correctly picking up,
0:34:24 at least, on the spookiness,
0:34:25 right?
0:34:26 There is something a little bit
0:34:29 spooky sometimes about the rate
0:34:30 that technological progress
0:34:31 compounds and the way that it
0:34:34 maybe erodes as the same time
0:34:36 that it adds on to the human
0:34:37 condition, right?
0:34:37 And I think that makes it
0:34:38 really interesting.
0:34:40 Now, I’ll say just to maybe
0:34:42 situate the prompt about Silicon
0:34:42 Valley a little bit more
0:34:44 specifically, I don’t actually
0:34:45 know that many people in
0:34:46 Silicon Valley who like Nick
0:34:46 Land.
0:34:47 I’m going to be honest.
0:34:48 It’s not like, it’s not like
0:34:49 you go around the streets of
0:34:50 San Francisco and you talk to
0:34:50 people.
0:34:53 This really cool book, this
0:34:54 compilation of Land’s blog
0:34:56 posts from Passage Press came
0:34:56 out.
0:34:57 Yes.
0:34:58 I think last year.
0:35:00 That’s what I was going to ask
0:35:03 because I, you know, I first, I
0:35:05 feel like Nick Land’s a name you’ve
0:35:06 heard if you’ve been in Silicon
0:35:08 Valley, but it’s also a name you’ve
0:35:09 heard if you’ve been in certain
0:35:10 circles online.
0:35:12 And I think the Passage Press point
0:35:14 is a very good point, right?
0:35:15 Like they were, they published
0:35:16 Ceno systems.
0:35:17 I’d love to get into what that is
0:35:18 and why it’s important.
0:35:22 But on the online right, he’s also a
0:35:24 figure that people care about.
0:35:26 And now that he’s sort of mainstreamed
0:35:27 into like the mainstream online
0:35:29 right with Tucker, curious why you
0:35:31 think those worlds are colliding
0:35:33 because his work, if you, you know,
0:35:34 that I think, and again, I think
0:35:36 the tablet piece that came out a
0:35:37 couple of weeks ago goes through
0:35:39 like the entire history of what
0:35:39 he’s done.
0:35:42 He’s not really a typical like
0:35:44 American right figure, right?
0:35:45 Like he doesn’t really fit that
0:35:46 context.
0:35:48 He was, he’s, you know, at the, at
0:35:50 the, um, it was at University of
0:35:50 Warwick.
0:35:52 Was that in England?
0:35:54 And then he moved to Shanghai,
0:35:54 right?
0:35:55 Like he’s not really part of a
0:35:57 American politics or American
0:35:59 culture, yet he’s had an influence
0:36:01 on these, these kind of very small
0:36:01 pockets.
0:36:03 So I would just be curious, maybe
0:36:04 we’d start with what is Zeno
0:36:05 Systems and the book from Passage
0:36:07 Press, and then how does he fit
0:36:09 into all of these weird subcultures
0:36:11 in a, in a peculiar way, but, but
0:36:12 doesn’t necessarily, you know, as
0:36:14 you said, you’d be hard pressed to
0:36:15 find someone in Silicon Valley who’s
0:36:17 read a lot of Nick Land’s work.
0:36:19 Yeah, no, yeah, I don’t, I really
0:36:21 honestly, I don’t, of course, I
0:36:22 don’t mean this in a disparaging
0:36:22 way.
0:36:24 I don’t really see Nick Land’s
0:36:25 ideas as being like broadly
0:36:27 influential in Silicon Valley in the
0:36:28 way maybe they were characterized in
0:36:29 the Tucker Project.
0:36:30 But there’s just kind of this, the
0:36:31 accelerationist thing leading to, yeah.
0:36:34 Yeah, so, so distillations of some
0:36:36 of the ideas that have been kind of
0:36:38 like reimagined and digested have
0:36:39 made their way in.
0:36:40 And part of that is because, and this
0:36:43 is, I’m going to, maybe this is a
0:36:45 funny way to try to put it, is that
0:36:47 Nick Land’s work is very vibey.
0:36:47 Yeah.
0:36:47 Okay.
0:36:49 It’s really vibey.
0:36:49 Okay.
0:36:50 If you go look at that meltdown
0:36:52 piece from 94, you look at a random
0:36:55 essay from Zeno Systems, like he has a,
0:36:59 intense, prosaic writing style that is
0:37:04 provocative, intentionally inflammatory, not
0:37:07 inflammatory, intentionally grandiose, right?
0:37:10 And he can create a lot of imagery in his
0:37:10 work.
0:37:13 So the way he describes acceleration is
0:37:15 it’s more than just like making the pins
0:37:16 faster and cheaper.
0:37:19 Acceleration is like almost an, you know,
0:37:22 it’s like a world changing project, right?
0:37:24 He describes Bitcoin as like maybe the
0:37:26 most profound thing that’s happened on the
0:37:26 internet, right?
0:37:29 Like, like, like he, he, he has incredible
0:37:31 theater to what he says that comes from the
0:37:32 continental school.
0:37:34 So people have taken that and really
0:37:35 enjoyed that, right?
0:37:37 Like, uh, I think if you read any of his
0:37:39 stuff, you’ll, you’ll see that.
0:37:41 So like, what is, what is Zeno Systems and so on?
0:37:44 So I’ll say what his presence in the online
0:37:48 right, Zeno Systems, on the online right, he is a
0:37:52 very, he, he got there in an interesting way, right?
0:37:55 I, I think, uh, if people are kind of familiar with
0:37:56 horseshoe theory, right?
0:37:57 Right.
0:38:01 Uh, Land was not, has not always been like a
0:38:01 figure on the right.
0:38:05 In fact, many have described his earlier phase with
0:38:09 the, uh, with the CCRU kind of this like, uh, ragtag,
0:38:13 very interesting, very, uh, artistically, uh, sensitive,
0:38:18 uh, uh, uh, uh, writing group, basically art, art
0:38:18 group.
0:38:19 I think of them as an art group at least.
0:38:22 Uh, they would have described them as actually on the
0:38:23 far left, right?
0:38:27 As if a far on the anti-capitalist left and his
0:38:29 arrival on the right was kind of jumping across the
0:38:31 gap in the horseshoe, so to speak.
0:38:35 A very good friend of mine, a philosopher who, who
0:38:38 identifies as more of a communist, a college friend
0:38:41 of mine, he says like, I often feel like when I read
0:38:44 Nick Land that I could like reach across and like kiss
0:38:47 him over the, the gap in the, in the horseshoe, right?
0:38:51 So he’s a, I wouldn’t say that he’s a representative
0:38:53 figure of Silicon Valley.
0:38:55 I don’t think that’s, I don’t think Silicon Valley
0:38:55 is like this, right?
0:39:01 Uh, but he is a fantastic poster and very insightful
0:39:03 and cutting and controversial.
0:39:05 Uh, and I think that that has made him very exciting
0:39:08 and very interesting to the right, uh, to the online
0:39:10 right recently, because the online right doesn’t really
0:39:12 have this type of voice, right?
0:39:15 Someone with, uh, you know, deep in the continental
0:39:17 weeds, so to speak.
0:39:20 And so what explains his shift from left to right,
0:39:20 basically?
0:39:23 Uh, you know, it’s, it’s funny.
0:39:26 He hasn’t really explained that himself, right?
0:39:30 Nick, Nick Land, I mean, if you read his themes, it’s not
0:39:33 like the subject of his attention has changed totally.
0:39:36 It has certainly evolved and there’s all kinds of things
0:39:38 he posts about and talks about today that he, in the
0:39:41 past and, you know, so he, he has certainly evolved, but, uh,
0:39:44 he kind of disappeared for a while and then he just kind
0:39:48 of came back and everything had changed, right?
0:39:50 And, and, and now he just writes from that perspective, very,
0:39:54 I can say the types of things that he believes, right?
0:39:58 Um, uh, you know, like he’s very preoccupied with liberalism.
0:40:01 When I say liberalism, I mean, in the European sense, right?
0:40:05 Where like big capital L liberalism, like, you know, right liberals
0:40:09 and left liberals being like generally the American political landscape,
0:40:13 right in the freedom, uh, you know, individualist sense.
0:40:17 Uh, he’s very preoccupied with like liberalism in the West and
0:40:21 like what that means and, uh, how it has evolved and in particular
0:40:25 how it has pathologized in some ways and evolved into like
0:40:29 contemporary progressivism, which he sees as like not just its own
0:40:34 kind of isolated political, uh, system, but as something that is
0:40:40 clearly identifiable as an evolution of, uh, of
0:40:46 Protestantism, of, uh, older liberalism, of the change in, uh, the makeup
0:40:49 of the, of the, of the Western electorate and so on.
0:40:54 But the debate he was having with Dugan was whether, um, that’s kind of
0:40:58 endemic to, to liberalism or whether that was just a, you know, mutation,
0:41:01 but not necessarily inherent to the form.
0:41:01 Yeah.
0:41:05 Yeah. So those types of themes are part of why he’s, uh, also so
0:41:09 interesting to the right, because I think a lot of people on the online
0:41:12 right today, and I don’t mean like the whole right, remember I’m speaking in
0:41:16 generalities obviously, but I’m talking about the type of people who are very
0:41:21 interested in trying to take a diagnostic lens to what has happened in
0:41:27 American politics and American culture over the last 20, 30 years, maybe, uh,
0:41:31 in light of the internet specifically and trying to understand it in its big
0:41:34 historical frame. Right. And that’s, that’s an interesting project. It’s a
0:41:38 difficult project. I don’t pretend that he has the answers necessarily. I don’t
0:41:41 think he would even, I mean, he’s trying to understand it. It makes him
0:41:41 interesting.
0:41:46 Yeah. Yeah. No, I just thought the, the, the Tucker podcast was fascinating how it
0:41:50 sort of brought together these sort of weird cultural things. Again, if you’re truly
0:41:54 monitoring the situation, there are things happening, uh, across the internet,
0:41:59 like discussion of revelation, the antichrist, um, and really linking Nick
0:42:04 Land and accelerationism to sort of this bigger question of, are we at the end of
0:42:08 the world? And I’m very curious, was that more of like the, the Tucker framing of
0:42:12 it? Or is that like actually part of Land’s work that we hit? I mean, I know he’s, he’s
0:42:16 talked a lot about singularity and sort of these forces coming together. I’ve never, I’ve
0:42:20 never thought of his work as like end of the world project. So I’m curious how it’s
0:42:20 getting lumped.
0:42:25 Yeah. I mean, he does see history as this grand project, right? And he is very
0:42:28 preoccupied with the shape of history and the shape of time. A lot of really
0:42:34 interesting, crazy sci-fi themes in there, but I don’t really, I, you know, he, he’s
0:42:39 somebody that I’m sure could hold a conversation about like the antichrist and so
0:42:43 on and, uh, eschatology and the Western tradition. That is something he’s talked
0:42:48 about now and then, but I don’t see that as a key theme in his works. And like, you
0:42:51 know, as an example, that’s not a key theme in Zeno systems, right? Like the book
0:42:57 that like kind of has, uh, uh, reignited some interest and some attention in his
0:43:02 work. Uh, you know, I, I, I, I say this, I’m not, this is not like a, uh, content
0:43:07 content warning. I’m not that, but, but, but, you know, I’d say if you’re the type
0:43:11 of person that wants to clutch their pearls and like get upset about like things that you
0:43:15 read, then don’t, don’t read Zeno systems, right? But, but if you’re the type of person
0:43:21 that wants to read a wide array of ideas from someone whose dedication as a philosopher to
0:43:27 unfettered idea work, and you can appreciate the sort of sloppiness and craziness of someone
0:43:31 who’s really trying to think through things, then I think that it’s a really interesting piece
0:43:34 from a perspective that isn’t, uh, is, is pretty uncommon.
0:43:38 Yeah. The, the one thing that really came out, um, from a lot of the conversations and
0:43:43 discourse happening this week on him is like, I actually don’t think Silicon Valley has its
0:43:47 own philosophical community. Like there, there aren’t like, you can’t point to someone in
0:43:52 Silicon Valley and say, this is the, the key philosopher because most people in Silicon
0:43:55 Valley are doers and they’re building things and they have a very different way of how they
0:44:00 interact with whether it’s their art or their projects. Um, and so I guess is, is, is part
0:44:06 of this that we just lack such a philosophical culture that maybe he’s getting credit for
0:44:08 something that’s very, very distinct.
0:44:12 I, I, I, I agree with that. I think that’s a great read. And in fact, I’d extend that read
0:44:15 something that’s been, I’m amazed to mention this on a podcast. This is kind of like an
0:44:20 Eddie shower thought here. Right. But, but like, but I’ve, I’ve for some time, because I told
0:44:25 you, I, I did philosophy in school. It’s been like a long time interest of mine. Right. I, I kind
0:44:31 of have this like lingering belief, I, you know, not, not something I’m totally sure about, but
0:44:37 like a feeling that I think a lot of the great philosophers were epiphenomenal to use a philosophy
0:44:43 word, which means that their work was sort of capturing what was already in the spirit
0:44:49 of the culture that they were occupying and that they may have made the, and in their, a
0:44:54 lot of their works that is not always the case, but a lot, a lot of the time we’re actually
0:45:00 doing a brilliant job, capturing the spirit of the times and capturing what thinkers were
0:45:06 working on. And we look back on them as causal, as causal, right. As having caused those periods.
0:45:13 But in fact, they’re just taking a beautiful crystallized snapshot that now becomes, you know,
0:45:21 retroactively, uh, representative of that period. Yes. I think moving to Silicon Valley, uh, gave
0:45:28 me conviction in this belief because I thought of when I came to Silicon Valley in 2011, when I
0:45:33 came by, I thought that to embark on such grand projects, I always heard about the incredible
0:45:38 ambition of Silicon Valley. You know, I, that was always something that stuck out to me, like
0:45:44 the massive, the willingness to change the world, but this sort of craziness. I thought of this
0:45:48 as something that required a distinctly philosophical motivation, if not a spiritual motivation, right?
0:45:52 I thought of it as something that required this. And so I thought that when I came to Silicon
0:45:58 Valley, I’d meet a bunch of people who adhered to very specific, you know, explicitly held in their
0:46:06 hearts, these types of systems and they don’t at all, right? They don’t at all. And what, what
0:46:12 actually is the case is that people live in this, it’s like a fish in water, right? They just kind of like
0:46:20 swim in this culture. And some people can, are so good at getting a little grip on it and, and like
0:46:26 capturing it in words, its spirit in words, the aphorisms, if not full, fully developed philosophical
0:46:33 treaties, right? Uh, and, uh, and land captures some of that, some of the, I would say the kind of more,
0:46:40 some of the most extreme and interesting cypherpunk elements of it for sure. Uh, and he has gone on an
0:46:48 interesting evolutionary journey that, uh, many have in their reaction to the internet, but I don’t see
0:46:57 it as causal, right? I don’t think people are acting out developing AI following Nick land. Like I,
0:47:05 that’s, that’s honestly absurd to me, but instead Nick lands like profound enthusiasm about it and his
0:47:11 seeing extreme consequences in its development is something that a lot of people in Silicon Valley
0:47:17 share for a variety of other reasons. Yeah. One thing I think he’s also very good at that Silicon
0:47:22 Valley actually understands and sort of the, the builder culture versus the thinking culture is he’s,
0:47:27 he’s extremely good at memes and extremely good at naming things. And Silicon Valley cares about that,
0:47:32 right? So it’s like, of course, accelerationism is like a beautiful, it’s a beautiful concept,
0:47:35 there’s a beautiful word. And it’s also something that sticks, right? Like we need those words.
0:47:41 So I guess there’s something about that too, where we’re so devoid as an ecosystem of writers and
0:47:46 thinkers, because people don’t come to Silicon Valley to write, they come to Silicon Valley to build. And
0:47:52 if you come as a writer, you get co-opted into some aspect of our ecosystem where you’re not writing in
0:47:58 many ways that it just, it feels like, um, he’s, he’s, he’s kind of connected at places where,
0:48:02 you know, our, our world actually understands certain parts of the language, even if we don’t
0:48:08 understand the actual doctrines. Oh, totally. Totally. And some people make this critique that
0:48:13 they say, Hey, accelerationism is some people had this view that it was kind of like, um, you know,
0:48:18 burn it all down, but we, we needed to, the move, things needed to be burned down to, to get better
0:48:22 and sort of accelerate that. That’s like one branch of it. Yeah. But that we’ve sort of,
0:48:26 Silicon Valley has sort of adopted that to mean, uh, that term acceleration, but in a more positive,
0:48:32 like, you know, build up in, in some sense. And, and some people would critique and say, Oh,
0:48:36 because we’re doing that, we’re like, we don’t quite understand the original philosophy or something.
0:48:39 But maybe the fact we’re just using it for our own purposes, you know?
0:48:43 Yeah. Well, well, but, but the, the, the history of thought is full of these types of
0:48:48 versions of co-opting like left accelerationism, right? Which is like this idea
0:48:55 that you heighten the contradictions of capitalism by like being faster, bigger, make the pin factory
0:48:59 a thousand times bigger, make the planet a pin factory. Right. And then like, then like it will
0:49:05 eventually detonate and then we can return to whatever communists think, but then, but of course,
0:49:09 right acceleration, like I, in fact, I’d say, I think there’s a lot of nuance in right acceleration.
0:49:15 There are some people who think that it leads to kind of a bizarre cataclysm and there are in a good
0:49:19 way, whatever that means. And then there are some people that think of it as just a fundamentally
0:49:25 productive project. Yeah. Right. Is like, uh, abundance creates abundance, creates abundance,
0:49:30 right? Uh, acceleration creates acceleration. And we’ve enjoyed these fruits so far. Why not?
0:49:37 Why not more? Yeah. So could I ask, you know, for, for people who have heard a couple of podcasts this
0:49:43 week and are like, actually, I’m really interested. For the novice, where do you begin? What’s the most
0:49:48 interesting work to dive into first? Like where, where would your sort of Eddie’s tour of Nick Land
0:49:52 begin? Well, like I, like I said at the beginning, the truth is you don’t need to understand Nick Land.
0:49:57 It’s okay. Turn off the podcast, touch grass and, uh, do your thing. You don’t need to.
0:50:02 What is it? Show us the picture again. Just show us. Yeah. Yeah. Yeah. Do you really want to
0:50:05 understand this? Do you really want to understand the new program? It’s the, uh, it’s sunny in Philadelphia.
0:50:10 Yeah. Yeah. Yeah. Yeah. I don’t, I don’t think you do, but if you, but if you really do want to
0:50:17 understand these types of things, like, uh, I’d say bring, uh, bring an LLM along to support you
0:50:21 because there’s all kinds, it’s a very dense, his work is very, very dense, full of references
0:50:28 to other philosophers and specific phrases and framings. I think Xeno systems is a great place to
0:50:33 start. Uh, if you want to just get the vibe, I think that meltdown essay is really good. It’s,
0:50:37 you know, again, content warning or whatever, but I think that that’s a great way to get the vibe.
0:50:42 Um, yeah, I think that’s, I mean, I could say more, maybe I’ll put some links in the, in the notes.
0:50:47 Uh, he’s also great on podcasts. He’s such a, it’s so funny. We hear this. I remember the first time I
0:50:53 heard of him like 15 years ago or so. I, I, I remember he was explained to me as a menacing figure
0:50:59 almost, which is incredible in retrospect. But, uh, if you listen to him on one of the podcasts,
0:51:03 he’s like the most gentle guy, he’s like the sweetest guy. He’s like literally the sweetest guy.
0:51:07 I can’t even, I mean, I’ve never, I’ve never met him, but he seems like a very,
0:51:14 and very clear, a very clear, very careful, very deliberate with his words, uh, type of guy. Um,
0:51:19 I think you’ll enjoy it. You might have to play things at 1.5 X. That’s not, I, I, I recommend the
0:51:24 same thing for my, my stuff, my videos for what it’s worth. But, um, yeah, I think just, you know,
0:51:30 just, just dive in. And I think I’ve been pretty impressed candidly with the, the ways, uh, LLMs,
0:51:34 especially when you give them some think time and you let them look at some links, they do a really
0:51:39 good job of putting things into very legible form. So. I think it’s a good place to, good place to
0:51:42 wrap. Eddie, thanks for coming on. Thanks so much for coming.
0:51:50 Thanks for listening to this episode of the A16Z podcast. If you liked this episode, be sure to
0:51:54 like, comment, subscribe, leave us a rating or review and share it with your friends and family.
0:52:02 For more episodes, go to YouTube, Apple podcasts, and Spotify. Follow us on X at A16Z and subscribe to
0:52:08 our sub stack at A16Z.substack.com. Thanks again for listening. And I’ll see you in the next episode.
0:52:14 As a reminder, the content here is for informational purposes only, should not be taken as legal
0:52:19 business tax or investment advice, or be used to evaluate any investment or security and is not
0:52:25 directed at any investors or potential investors in any A16Z fund. Please note that A16Z and its
0:52:29 affiliates may also maintain investments in the companies discussed in this podcast. For more
0:52:35 details, including a link to our investments, please see A16Z.com forward slash disclosures.
0:52:44 A16Z.com forward slash disclosures.
Zach Dell is founder and CEO of Base Power, an energy tech company that builds affordable, reliable power via home batteries.
In this episode of Monitoring the Situation, a16z General Partners Erik Torenberg, Katherine Boyle, and Erin Price-Wright sit down with Zach to discuss the current state of home power generation, what’s misunderstood about the data center buildout, and how to fix the US electricity grid. Plus, Erik and Katherine talk with a16z crypto CTO Eddy Lazzarin about Silicon Valley’s favorite Dark Enlightenment philosopher, Nick Land.
Resources:
Follow Katherine on X: https://x.com/KTmBoyle
Follow Eddy on X: https://x.com/eddylazzarin
Follow Zach on X: https://x.com/ZachBDell
Learn more about Base Power: https://www.basepowercompany.com/
Learn more about Nick Land: https://www.tabletmag.com/sections/arts-letters/articles/who-is-nick-land
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Follow a16z on X: https://x.com/a16z
Subscribe to a16z on Substack: https://a16z.substack.com/
Follow a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Stay Updated:
Find a16z on X
Find a16z on LinkedIn
Listen to the a16z Podcast on Spotify
Listen to the a16z Podcast on Apple Podcasts
Follow our host: https://twitter.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Leave a Reply
You must be logged in to post a comment.