Dave Blundin

Blundin argues that AI productivity gains will flow to shareholders rather than wages, so workers should seek equity ownership.

“Almost all value is going to accrete to capital gains through ownership and equity and not to payroll”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 30:45

Blundin contends that alignment is less difficult than commonly portrayed if one can inspect what a model is thinking.

“if you know what it's thinking, it's actually very straightforward to make sure it's having nothing but humanly beneficial thoughts”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 5:13

Blundin argues that only AI can supervise AI at scale and that transparency into model activations makes alignment a tractable problem.

“nothing's going to ever be able to police AI other than other AI”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 5:39

Blundin argues a recursively self-improving AI could revise its trained values and that interpretability monitoring to halt such changes is technologically easy but hard to enforce.

“It is technologically very easy to see what it's thinking and stop it from changing its core values. It's just a question of enforcing it”

Moonshots with Peter Diamandis: Should we slow down AI progress? | MOONSHOTS #288 (Sep 11, 2026) · Listen from 2:38:39

Blundin locates the risk in the next few years of human misuse, arms races and weaponization rather than in AI takeover, and gives a 99.9% chance of a good outcome beyond that.

“it's not AI, you know, taking over the world risk. It's human use of AI. It's the arms race with China”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 1:07:22

Blundin says managing large numbers of AI agents is strikingly similar to managing large numbers of people and represents a wide-open opportunity.

“trying to get a thousand agents to do something constructive together is shockingly similar to all my experiences trying to manage a thousand people to do something constructive together”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 40:50

Blundin advises computer science students to move toward manufacturing because software careers are being automated while hardware will last much longer.

“Software is cooked, but hardware will go for many, many years”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 21:47

Blundin argues the real threat to AI progress is corporate liability rather than criminal arrests.

“It's corporate liability, which we talked about before. I mean, that could grind the whole thing to a halt”

Moonshots with Peter Diamandis: Recursive's $670M Bet on Self-Improving AI, Sonnet 5.5 Hits 70%, Elon Co-Leads Pentagon Push | EP #299 (Oct 3, 2026) · Listen from 1:26:59

Blundin argues any non-zero P(doom) is unacceptable but that stopping AI development is impossible, and that GPU clusters should be tracked like fissile material.

“Every group of eight GPUs that can hold a 40 gigabyte weight file is a threat to all of humanity”

Moonshots with Peter Diamandis: Should we slow down AI progress? | MOONSHOTS #288 (Sep 11, 2026) · Listen from 43:50

Blundin argues websites will survive as a parallel human-readable view while agents use AI-forward machine interfaces.

“I think the website's not cooked because that's how you spot check what the agent can see”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 55:53

Blundin advises a CISO to present board-level AI risk as data on the exponential rate of incidents rather than as alarm, and calls AI defense the business opportunity of the century.

“I think if you demonstrate it through data, you'll get awareness. And I tell you, the business opportunity of the century, though, is the defense”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 51:41

Blundin suggests an English-language education company in Japan should evolve into a life-coaching platform, which he estimates could scale to hundreds of billions of dollars.

“people aren't learning English because they want English. They're learning English because they want to change their lives”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 49:15

Blundin says the social and intellectual formation of university is essential and enduring, while the curriculum is becoming obsolete.

“what we beat on constantly is the curriculum has been the draw in the past and the curriculum is clearly going away”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 36:43

Blundin warns corporations that AWS is sold out of NVL72 GPUs for years and that firms must plan compute access within months.

“They'd say, sorry, we are completely and totally sold out for years into the future. You just can't get them”

Moonshots with Peter Diamandis: Should we slow down AI progress? | MOONSHOTS #288 (Sep 11, 2026) · Listen from 1:11:49

Blundin says GPUs and HBM have become appreciating assets for the first time, reversing decades of chip depreciation.

“for all of our lives, the worst thing you could ever buy is a chip and put it in your closet because it depreciates faster than anything on the planet. Now that has reversed for the first time in history”

Moonshots with Peter Diamandis: Should we slow down AI progress? | MOONSHOTS #288 (Sep 11, 2026) · Listen from 1:12:43

Blundin theorizes Anthropic cut Sonnet's price to compete with Chinese open-source models before enterprises switch to them.

“my theory would be that they're trying to compete with China, which is about three months behind, and fill that gap before a lot of enterprises go to open source models”

Moonshots with Peter Diamandis: Recursive's $670M Bet on Self-Improving AI, Sonnet 5.5 Hits 70%, Elon Co-Leads Pentagon Push | EP #299 (Oct 3, 2026) · Listen from 1:47:15

Blundin calls proposals to ban recursive self-improvement or data centers childish and self-serving political branding.

“They're so stupidly childish. And the people saying them have every, they're fully aware that it's not going to happen”

Moonshots with Peter Diamandis: Recursive's $670M Bet on Self-Improving AI, Sonnet 5.5 Hits 70%, Elon Co-Leads Pentagon Push | EP #299 (Oct 3, 2026) · Listen from 1:23:15

Blundin argues mainstream media must chase drama to survive and that narrowcast media such as podcasts and X is the antidote.

“the media is is always going to be broken from here forward because they're starved for money”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 1:14:57

Blundin urges a new MBA graduate to get involved in multibillion-dollar AI dealmaking within 30 days of graduation.

“from the day you graduate to the day you're involved in a $5 or $10 billion negotiation, try and get that down to 30 days or less”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 41:22

Blundin argues that a diversity of governance experiments is the best defense during the AI transition and praises Ireland as an ideal test case.

“the worst thing that can happen is a single set of ideas, you know, one or two governments percolating across the world with one or two forms of government”

Moonshots with Peter Diamandis: Ask the Mates Anything Round #2 | MOONSHOTS AMA #293 (Sep 22, 2026) · Listen from 18:10

Blundin argues that if Figure extends its lead in physical-world data, generalization across actions will produce explosive capability gains.

“if they get a big enough lead, it's just going to be crazy explosion of capability”

Moonshots with Peter Diamandis: Robinhood's Vlad Tenev on Tokenizing Everything, OpenAI's 6 Misalignment Reports, Figure's Robot Makes Beds | EP #292 (Sep 19, 2026) · Listen from 1:33:42

Blundin argues U.S. regulators often create rules retroactively, citing Bitcoin, which hurts entrepreneurs.

“the rules are made up in hindsight five years later. And Bitcoin is a great example”

Moonshots with Peter Diamandis: Robinhood's Vlad Tenev on Tokenizing Everything, OpenAI's 6 Misalignment Reports, Figure's Robot Makes Beds | EP #292 (Sep 19, 2026) · Listen from 23:43