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The Blog of Author Tim Ferriss

The Tim Ferriss Show Transcripts: Guy Oseary — The Legendary Hollywood Power Broker on 5-Minute Decisions, 36 Years of Managing Madonna, 26 IPOs, and Spotting Magic First (#874) - The Blog of Author Tim Ferriss Guy Oseary — The Legendary Hollywood Power Broker on 5-Minute Decisions, 36 Years of Managing Madonna, 26 IPOs, and Spotting Magic First (#874) - The Blog of Author Tim Ferriss The Tim Ferriss Show Transcripts: The “Divine Leaf” with 8,000+ Years of Use — Exploring the Many Benefits of Coca with Dr. Andrew Weil and Wade Davis (#871) - The Blog of Author Tim Ferriss The “Divine Leaf” with 8,000+ Years of Use — Exploring the Many Benefits of Coca with Dr. Andrew Weil and Wade Davis (#871) - The Blog of Author Tim Ferriss The Tim Ferriss Show Transcripts: Sebastian Mallaby, Biographer of Demis Hassabis — Lessons from 100+ AI Insiders on The Race to Superintelligence, The Religion of AI, and Spotting Breakthroughs Early (#870) - The Blog of Author Tim Ferriss Death by 1,000 Compromises: How to Tap Into Founder Mode - The Blog of Author Tim Ferriss Has AI Already Killed How-To Nonfiction? Sales Trends, My Personal Data, and What It Might Mean for the Future - The Blog of Author Tim Ferriss The Tim Ferriss Show Transcripts: Max Levchin, PayPal and Affirm — The Path from The Soviet Union to Building Multi-Billion Dollar Companies (Plus: Real-World Socialism vs. Capitalism) (#869) - The Blog of Author Tim Ferriss Max Levchin, PayPal and Affirm — The Path from The Soviet Union to Building Multi-Billion Dollar Companies (Plus: Real-World Socialism vs. Capitalism) (#869) - The Blog of Author Tim Ferriss The Tim Ferriss Show Transcripts: Tim’s Founder Kitchen — From Brainstorm to the President’s Office in Two Months (Featuring Jake Becraft, Strand Therapeutics) (#868) - The Blog of Author Tim Ferriss Tim’s Founder Kitchen — From Brainstorm to the President’s Office in Two Months (Featuring Jake Becraft, Strand Therapeutics) (#868) - The Blog of Author Tim Ferriss On The Importance of Desperate Customers - The Blog of Author Tim Ferriss The Tim Ferriss Show Transcripts: Sami Inkinen of Virta Health — Reversing Type 2 Diabetes, Rowing 2,750 Miles, and Lessons from Fixing Metabolic Health in 100,000+ People (#866) Sami Inkinen of Virta Health — Reversing Type 2 Diabetes, Rowing 2,750 Miles, and Lessons from Fixing Metabolic Health in 100,000+ People (#866) - The Blog of Author Tim Ferriss The Tim Ferriss Show Transcripts: The Most Incredible Transformation I’ve Ever Seen — Jerzy Gregorek on Autism, Cerebral Palsy, Coaching, and the Power of Micro-Progressions (#865) The Most Incredible Transformation I’ve Ever Seen — Jerzy Gregorek on Autism, Cerebral Palsy, Coaching, and the Power of Micro-Progressions (#865) - The Blog of Author Tim Ferriss The Practice of Self-Inquiry: 10 Questions for People Who Are Too Hard on Themselves The Tim Ferriss Show Transcripts: How to Simplify Your Life in 2026 — New Tips from Anne Lamott, Claire Hughes Johnson, David Yarrow, and Diana Chapman (#864) How to Simplify Your Life in 2026 — New Tips from Anne Lamott, Claire Hughes Johnson, David Yarrow, and Diana Chapman (#864) - The Blog of Author Tim Ferriss The Tim Ferriss Show Transcripts: Elad Gil, Consigliere to Empire Builders — How to Spot Billion-Dollar Companies Before Everyone Else, The Misty AI Frontier, How Coke Beat Pepsi, When Consensus Pays, and Much More (#863) Elad Gil, Consigliere to Empire Builders — How to Spot Billion-Dollar Companies Before Everyone Else, The Misty AI Frontier, How Coke Beat Pepsi, When Consensus Pays, and Much More (#863) How to Keep Your Brain Sharp: A Practical Playbook Beyond the Basics The Tim Ferriss Show Transcripts: Cathy Lanier, NFL Chief Security Officer — From Food Stamps to the Super Bowl War Room (#862) Cathy Lanier, NFL Chief Security Officer — From Food Stamps to the Super Bowl War Room (#862) The Tim Ferriss Show Transcripts: 4-Hour Workweek Success Story Brian Dean — From Dad’s Basement to Selling Two Companies (#861) 4-Hour Workweek Success Story Brian Dean — From Dad’s Basement to Selling Two Companies (#861) - The Blog of Author Tim Ferriss The Tim Ferriss Show Transcripts: Daredevil Michelle Khare — How to Become a YouTube Superstar, Open Impossible Doors (FBI, Secret Service, etc.), Craft Jedi-Level Cold Emails, and Use Fear-Setting to Change Your Life (#860) Daredevil Michelle Khare — How to Become a YouTube Superstar, Open Impossible Doors (FBI, Secret Service, etc.), Craft Jedi-Level Cold Emails, and Use Fear-Setting to Change Your Life (#860) The Tim Ferriss Show Transcripts: Q&A with Tim — The Upcoming AI Tsunami and Building Offline Advantage, Book Recommendations, Spotting Psychedelic Red Flags, Courage as a Learnable Skill, and More (#859) Q&A with Tim — The Upcoming AI Tsunami and Building Offline Advantage, Book Recommendations, Spotting Psychedelic Red Flags, Courage as a Learnable Skill, and More (#859) The Tim Ferriss Show Transcripts: The Random Show, Couch Edition! — Supplements, Hummingbirds, Cock Rings, Optimizing Mitochondria, Breathing and Balance Training, Cool Grip-Strength Tools, and More (#858) The Random Show, Couch Edition! — Supplements, Hummingbirds, Cock Rings, Optimizing Mitochondria, Breathing and Balance Training, Cool Grip-Strength Tools, and More (#858) The Tim Ferriss Show Transcripts: How to Simplify Your Life in 2026 — New Tips from Maria Popova, Morgan Housel, Cal Newport, Craig Mod, and Debbie Millman (#857) How to Simplify Your Life in 2026 — New Tips from Maria Popova, Morgan Housel, Cal Newport, Craig Mod, and Debbie Millman (#857) The Tim Ferriss Show Transcripts: Jim Collins — What to Make of a Life and How to Maximize Your Return on Luck (#856) Jim Collins — What to Make of a Life and How to Maximize Your Return on Luck (#856)
Sebastian Mallaby, Biographer of Demis Hassabis — Lessons from 100+ AI Insiders on The Race to Superintelligence, The Religion of AI, and Spotting Breakthroughs Early (#870) - The Blog of Author Tim Ferriss
Tim Ferriss · 2026-06-17 · via The Blog of Author Tim Ferriss

Sebastian Mallaby (@scmallaby) is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a two-time Pulitzer Prize finalist, and the author of six books, including More Money Than God, The Power Law, The Man Who Knewand The World’s Banker

His latest book is The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.

Please enjoy!

This episode is brought to you by:

Sebastian Mallaby, Biographer of Demis Hassabis — Lessons from 100+ AI Insiders on The Race to Superintelligence, The Religion of AI, and Spotting Breakthroughs Early


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Listen to this episode on Apple PodcastsSpotifyOvercastPodcast AddictPocket CastsCastboxYouTube MusicAmazon MusicAudible, or on your favorite podcast platform.


Transcripts

Show Notes

  • Connect with Sebastian Mallaby:

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Timestamps

  • [00:00:00] Start.
  • [00:02:11] The twinkly eyed polymath who became Sebastian’s next book.
  • [00:06:55] Picking the next book project the way a great VC picks a startup.
  • [00:09:41] Why God keeps crashing the superintelligence party.
  • [00:11:13] Shane Legg’s grainy 2009 prophecy — and the nervous giggle.
  • [00:13:11] Ilya Sutskever burns an effigy.
  • [00:13:54] Demis at 4 a.m., hunting God’s algorithm.
  • [00:18:43] Super-abundance, Mad Max, and the China shock lesson.
  • [00:22:39] The kitchen debate with Geoff Hinton that flipped Sebastian.
  • [00:24:06] Why a zero-percent chance of doom is indefensible.
  • [00:24:52] Will Washington seize the labs? The Mythos wake-up call.
  • [00:27:18] Anthropic’s bull case, bear case, and a dead parent’s letter.
  • [00:33:24] Where Sebastian and Benedict Evans part ways.
  • [00:38:16] Is the SaaS apocalypse overdone? One word: Palantir.
  • [00:39:53] The AI friend you’ll never switch.
  • [00:41:56] Does Google win consumer AI by default?
  • [00:44:45] Four cities, eight days: China actually talks safety.
  • [00:47:28] A Cold War non-proliferation playbook for AI.
  • [00:49:45] Did the chip export controls actually work?
  • [00:51:49] Burned doves: why Washington swears China won’t talk.
  • [00:54:56] “By 2028, the race is over” — one lab boss’ bet.
  • [00:59:11] Inside Hikvision: toddlers, sensors, and US sanctions.
  • [01:01:07] Bill Gurley’s Uber bet: venture capital perfected.
  • [01:05:18] Luke Nosek bear-hugs DeepMind into existence.
  • [01:10:52] Thiel’s heresy: never invest by committee.
  • [01:11:59] How Founders Fund nearly fumbled the deal of the century.
  • [01:14:30] Selling to Google for $650M: a secret British heist?
  • [01:16:41] The Traitorous Eight, gardening leave, and the UK’s to-do list.
  • [01:20:55] Ender’s Game: “That’s really how I see myself.”
  • [01:23:42] Too dumb for Gödel, Escher, Bach? Maybe an LLM can help.
  • [01:25:19] If not Demis or Sam, then Dario.
  • [01:26:04] My royalties cliff — and what dropped in late 2022.
  • [01:27:47] Lila Sciences and the labs that run themselves.
  • [01:31:13] Sebastian’s billboard: “Prepare your mind.”
  • [01:35:14] The one thing Sebastian will never outsource to AI.
  • [01:40:09] Parting thoughts.

Sebastian Mallaby Quotes from the Interview

“These machines will be smarter than us. They will want to survive and they can be deceptive, they can obfuscate, they can go behind your back, pretend they’re doing one thing and then actually do another. All of this has been shown in all the tests of the models. And so we put those things together, I think your probability of doom cannot be zero.”

— Sebastian Mallaby

“For humans, to contemplate annihilation is absurd and the absurd is a close cousin of humor.”

— Sebastian Mallaby

“All through this topic there is this religious expression because religion is the lexicon for dealing with something that we find too mysterious to really understand.”

— Sebastian Mallaby

“I think any reasonable person should be both excited and a bit frightened, and that’s just the nature of it. It sounds contradictory, but actually, that’s the only rational response.”

— Sebastian Mallaby

“We only need to be ahead for the next couple of years, because by 2028 we will get to recursive self-improvement, where the frontier model codes, by itself, the next frontier model, and progress just goes vertical, and at that point with recursive self-improvement, we’re done. The race is over. Whoever comes first at that point, that’s it.”

— Sebastian Mallaby

Related Episode

Want to hear another conversation with a legendary investor mapping the AI race and the US–China contest? Listen to my conversation with Benchmark general partner Bill Gurley, in which we discussed the AI bubble debate, circular deals and SPV chaos, angel investing in the AI era, his ten-day deep dive across six Chinese cities, the Xiaomi SU7 factory tour, Lei Jun as “the Steve Jobs of China,” America vs. China (lawyers vs. engineers), regulatory capture, why the IPO market is broken, stablecoins putting Visa and Mastercard on notice, and much more.

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This episode is brought to you by WealthfrontWealthfront is a financial services platform that offers services to help you save and invest your money. Right now, your cash can earn 3.30% APY—that’s the Annual Percentage Yield—with the Wealthfront Cash Account from its network of program banks. That’s 8 times more interest than a typical savings account at a bank, according to FDIC.gov as of 1/22/2026 (Wealthfront’s 3.30% APY vs. 0.39% average savings rate). Right now, for a limited time, Wealthfront is offering new clients that use my sign-up link an additional 0.75% boost over the base rate for three months, meaning you can get up to 4.05% APY, limited to $150,000 in deposits. Terms & Conditions apply. Visit Wealthfront.com/Tim to get started. 

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