Google

Rose said Meta has strong assets but lacks the talent to compete with the leading AI labs.

“Meta, I just don't think they're going to make it, man. Listen, they have great businesses. Instagram is phenomenal”

The Tim Ferriss Show: #875: The Random Show — Tim and Kevin Talk Retreats, Mortality, AI Predictions, Supplements, Rock Climbing at (Almost) 50, and Not Waiting for “Someday” (Jul 16, 2026) · Listen from 1:33:44

Rose argued Google's unusual chip architecture is a bet on continuously self-improving models rather than discrete model releases.

“What Google is betting with this high throughput kind of wide memory architecture is the future is continuous learning”

The Tim Ferriss Show: #875: The Random Show — Tim and Kevin Talk Retreats, Mortality, AI Predictions, Supplements, Rock Climbing at (Almost) 50, and Not Waiting for “Someday” (Jul 16, 2026) · Listen from 1:32:34

Rose predicted the AI field will be dominated by three players: Google, Anthropic and OpenAI.

“It's a big three. It's three players. Okay. It's Google, Anthropic, and OpenAI”

The Tim Ferriss Show: #875: The Random Show — Tim and Kevin Talk Retreats, Mortality, AI Predictions, Supplements, Rock Climbing at (Almost) 50, and Not Waiting for “Someday” (Jul 16, 2026) · Listen from 1:29:49

Rose said cheap consumer camera systems plus APIs now let anyone build AI-driven home automation, including license-plate gate opening.

“I programmed it. So when it sees the license plate on my car, it automatically knows to open the gate because it knows it's me”

The Tim Ferriss Show: #875: The Random Show — Tim and Kevin Talk Retreats, Mortality, AI Predictions, Supplements, Rock Climbing at (Almost) 50, and Not Waiting for “Someday” (Jul 16, 2026) · Listen from 1:04:44

Ferriss reported that his all-format book sales have declined sharply in successive years since ChatGPT's release.

“you see a slip by negative 5%. Then you see a slip by like, I'm making up these numbers, but they're close, negative 28%. Then it's like negative 49%”

The Tim Ferriss Show: #875: The Random Show — Tim and Kevin Talk Retreats, Mortality, AI Predictions, Supplements, Rock Climbing at (Almost) 50, and Not Waiting for “Someday” (Jul 16, 2026) · Listen from 1:52:19

Ferriss said seeing LLMs produce in 30 seconds what would take him 30 hours drains his motivation to write.

“what they can do in 30 seconds is what would take me 30 hours and I'm just like fuck It really drains the motivation for me to put in those 30 hours”

The Tim Ferriss Show: #875: The Random Show — Tim and Kevin Talk Retreats, Mortality, AI Predictions, Supplements, Rock Climbing at (Almost) 50, and Not Waiting for “Someday” (Jul 16, 2026) · Listen from 1:12:12

Ferriss argued AI's main effect so far has been limited because most tasks being automated were not worth doing.

“I would say that the honest answer is not that much because most shit isn't worth doing in the first place”

The Tim Ferriss Show: #875: The Random Show — Tim and Kevin Talk Retreats, Mortality, AI Predictions, Supplements, Rock Climbing at (Almost) 50, and Not Waiting for “Someday” (Jul 16, 2026) · Listen from 1:10:32