Ngày 29 tháng 9 năm 2026 · bản chuyển biên · hiện ghi chú

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On Inside Blackstone, host Christine Anderson sits down with Relativity Space CEO & former Google CEO Eric Schmidt on the AI data center build-out, what he thinks about Silicon Valley’s timeline for superintelligence, what it takes to be an AI-native CEO, and explains why deep reasoning should be the #1 thing that young people study today. From Blackstone, the world’s largest alternative asset manager.

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Find our guest
Eric Schmidt: linkedin.com/in/ericschmidt

Relativity Space: @relativityspace | linkedkin.com/company/relativityspace

Follow Blackstone: Instagram @blackstone | X @blackstone | LinkedIn @blackstoneinc

Notes:

Annualized Anthropic Run-Rate Spend

4:32 - Represents aggregate annualized monthly revenue of Anthropic from 815 customers, including certain Blackstone portfolio companies, GP Stakes portfolio companies and BXCI borrowers.

This recording is not an offer or sale of any security or investment product. Past performance does not predict future returns, and there is no assurance that any fund or investment will achieve its objectives or avoid significant losses. This recording may include forward-looking statements, which are uncertain and may differ from actual results materially. We do not undertake any duty to update these statements. For a discussion of some of the factors that could affect results, please see the Risk Factors section of our 10-K. All information discussed is as of the date of this recording, unless otherwise indicated.

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inside blackstone

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Chỉnh sửa các thẻ này

HIỆN GHI CHÚ 🔗

00:00:00Welcome to Inside Blackstone

00:01:08The Monday Morning Meeting

00:03:07Economic Weather Report

00:05:21Eric Schmidt Comes Inside Blackstone

00:06:23Why He Keeps Reinventing Himself at 71

00:08:12The Case for AI Optimism

00:09:02What Solving Navier-Stokes Actually Means

00:10:05Why This Technology Wave is Bigger, Not Different

00:13:07Why AI Needs Guardrails

00:16:42The Arrival of Long Reasoning

00:18:10The Beginning of Superintelligence

00:20:05Can AI Make a Truly Original Discovery?

00:20:57Financing the AI Build-Out and the Energy Problem

00:21:35The One Area He’d Invest In

00:22:37Is the AI Productivity Boom Already Here?

00:24:46Picks, Shovels, and Data Centers

00:26:03How to Be an AI-Native CEO

00:28:18Why Should Students Study Deep Reasoning?

00:29:49The Debrief

BẢN CHÉP ÂM THANH 🔗

00:00:00.133 --> 00:00:01.101
One more time with a
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little more energy.
00:00:02.002 --> 00:00:04.938
All right, more energy.
00:00:04.938 --> 00:00:06.172
Hello and welcome
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to this week’s epi…
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That was more energy, I felt it.
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You felt it?
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Go with it.
00:00:11.644 --> 00:00:14.647
All right.
00:00:26.993 --> 00:00:27.527
Hello
00:00:27.527 --> 00:00…

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