Gross: AI Is Disinflationary 'Super Intelligence'
Daniel Gross likens AI's economic impact to China's WTO entry, predicting disinflation and a re-industrialization of cost-diseased sectors.
Nat Friedman and Daniel Gross in conversation with John and Patrick Collison
With John Collison, Nat Friedman, Daniel Gross, Patrick Collison · Sunday, April 26, 2026
This episode explores the current state and future implications of AI, dubbed 'day 120 of the singularity.' Discussions range from AI's economic impact and safety challenges to the rise of personal AI agents and the philosophical questions surrounding technology's purpose. The hosts and guests also delve into organizational strategies for innovation and offer specific advice for Stripe in the AI-driven future.
AI Agents: Safety vs. Power, and Your New IC Budget Problem
Nat Friedman warns even frontier models are "trivially prompt injectable." John Collison reveals enterprise AI adoption is "rate limited on safety." Daniel Gross offers a new budgeting model.
Nat Friedman: How GitHub Broke "Stage Fright" & Shipped Faster
Nat Friedman reveals the 6-step method he used to revitalize GitHub's culture and accelerate innovation, starting with user-centricity and rapid iteration.
Nat Friedman: Current AI Progress is the 'Slow Part' of Singularity
Nat Friedman warns founders that AI's rapid pace now is actually its slowest. Brace for self-improving AI to remove humans from the loop.
Stripe's 'New Continent': Build Finance for AI Agents or Get Leapfrogged
Forget incremental AI updates. Nat Friedman and Daniel Gross argue Stripe's future demands building a completely new financial infrastructure for AI agents.