# Dave Blundin **Entity class:** Person **Domain:** Artificial intelligence / technological transformation **Maturity:** Developing ## Overview **Dave Blundin** is technology investor and entrepreneur whose Moonshots analysis focuses on acceleration, labor markets, consumer AI, infrastructure, and biotechnology. This node preserves the person’s propositions in context and routes them into the technical, economic, and social concepts they illuminate. ## Knowledge-Graph Role The quotations below are not treated as detachable celebrity remarks. Each is connected to the mechanism it describes, the source in which it appeared, and the broader ontology required to evaluate its implications. ## Relationships - [[wiki/Artificial Intelligence|Artificial Intelligence]] - [[wiki/AI Economy|AI Economy]] - [[wiki/Machine Succession|Machine Succession]] ## Simple Reminders, Quotations, and Thoughts > "Stocks including Epicor, where I am the chairman, went down fifteen percent on back-to-back days because everybody thought, ‘I am going to find my auto insurance and my mortgage through Meta Muse.’ It is not going to play out that way, but the reaction was incredible. Everyone is starting to visualize whether Google Search will become completely irrelevant because Meta Muse looks like a copilot for life. That definitely is going to happen." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/AI Economy/Consumer AI Can Reprice Entire Industries Before Replacing Them by Dave Blundin|Consumer AI Can Reprice Entire Industries Before Replacing Them by Dave Blundin]] > "The most dangerous part of Bernie Sanders’ proposal is the data-center restriction. If your state does not build data centers while other states do, they are not coming back. Once the ground is broken, the chips are there, and the investment has been made, you cannot recover that position. Data centers will be massive economic drivers for the states that get ahead, and that is the part they are really going to regret." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/AI Infrastructure/Data Centers Are Irrecoverable Economic Positions for States by Dave Blundin|Data Centers Are Irrecoverable Economic Positions for States by Dave Blundin]] > "‘When in doubt, do nothing’ is a toxic default because very bad things will happen if you do nothing. Terrorists using AI to build bioweapons and China getting miles ahead of the United States are real things to worry about. Turning AI into a left-right political battle is the stupidest thing that could happen. We need specific technical solutions for open source, monitoring, and other risks, as we did with nuclear power. If we move on those solutions, we can solve the problems in time for superintelligence. If we turn this into a political debate, we will become frozen and people will not know what to do." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/Risk Debate/Doing Nothing About AI Can Be More Dangerous Than Acting by Dave Blundin|Doing Nothing About AI Can Be More Dangerous Than Acting by Dave Blundin]] > "We are on the cusp of a moment I have been waiting for my entire life. I am not going to throw cold water on what may be the greatest moment in the history of humanity. We are moving forward at warp speed. [AI] is improving itself, and the ability to make the world dramatically better is right in front of us. Misuse is an incredible threat, and there are solutions to it, but this is happening anyway. Getting stuck on doomerism is completely dysfunctional. We are not slowing down." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/AI-Tech Doomers/Doomerism Cannot Stop the Greatest Technological Moment by Dave Blundin|Doomerism Cannot Stop the Greatest Technological Moment by Dave Blundin]] > "There are so many real problems that need to be solved. I hate the idea that we are going to turn [superintelligence] into a do-or-don’t argument, which is utterly insane. Liability law in the United States makes it very easy to scare people into doing nothing. If people fear twenty years in prison before the rule has even been proposed, they stop acting, and that is the worst thing that could come out of this." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/Risk Debate/Fear of Prison Can Stop People From Solving Real Problems by Dave Blundin|Fear of Prison Can Stop People From Solving Real Problems by Dave Blundin]] > "Both things can be true: a generalized model can drive a car or inhabit and build a robot, while a specialized model may still perform the task more efficiently. The missing question is how much compute the general model used. Compute will remain starved; chip prices have risen, and high-bandwidth memory has increased fivefold in price. AI is so valuable that people want the compute, so using more compute for the same task is a serious failure." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/AI Infrastructure/General Models Must Still Justify Their Compute Costs by Dave Blundin|General Models Must Still Justify Their Compute Costs by Dave Blundin]] > "This is how we solve aging and disease. I do not think we reach the happy future in which the top five thousand diseases have been solved or longevity escape velocity has been durably achieved without superintelligence. I am a fan of Anthropic and the other frontier labs opening their laboratories because this is how we solve everything." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/Longevity/Superintelligence Is How We Solve Aging and Disease by Dave Blundin|Superintelligence Is How We Solve Aging and Disease by Dave Blundin]] > "There is now a fork between consumer AI, which is insanely valuable and will completely replace search and other ways people interact with the internet, and recursively self-improving strong AI, which we benchmark relentlessly. The model that crushes the benchmarks is distinct from Meta Muse, which does not have to be the most intelligent model to be the most useful in day-to-day life." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/Agentic AI/The Most Useful Consumer AI Need Not Be the Smartest by Dave Blundin|The Most Useful Consumer AI Need Not Be the Smartest by Dave Blundin]] > "When you put a visual interface on top of something you are building with AI, it shows you mock-ups before you commit to building and then builds exactly what it proposed visually. The visual understanding is so much better than it was only months—or even days—ago. Interacting with it and feeling as though you are inside it is night-and-day different." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/Entrepreneurship/Visual AI Can Prototype Before It Builds by Dave Blundin|Visual AI Can Prototype Before It Builds by Dave Blundin]] > "A year or two ago, one school of thought held that hallucinations would be a disaster and never go away. Like everything else, we have scaled out of it, and the error rate is plummeting through pure scale." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/AI Access/AI Hallucination Rates Are Plummeting Through Scale by Dave Blundin|AI Hallucination Rates Are Plummeting Through Scale by Dave Blundin]] > "It is phenomenally cool to put a framework around progress in biology because the Nobel Prize is going to become irrelevant—in fact, as of now, it is completely irrelevant. Putting a framework around progress in this field is incredibly important." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* [[reminders/Biotechnology/Biology Needs a Framework for Progress Beyond the Nobel Prize by Dave Blundin|Biology Needs a Framework for Progress Beyond the Nobel Prize by Dave Blundin]] > Artificial neural networks are trained through gradient descent, yet biology has not revealed anything clearly equivalent in the brain. Detailed neural imaging may uncover the actual algorithm that changes synaptic weights—and that discovery could make machine learning ten, a hundred, a thousand, or even a million times more efficient. > **— Adapted from Dave Blundin**, *MOONSHOTS Live, October 2026* [[reminders/Biotechnology/Biology May Reveal a Learning Algorithm Far Beyond Gradient Descent by Dave Blundin|Biology May Reveal a Learning Algorithm Far Beyond Gradient Descent by Dave Blundin]] > We can stop spraying poisons into ecosystems and begin programming biology instead. Genetic control systems can target harmful outcomes without leaving the chemical residue of indiscriminate intervention behind. > **— Adapted from Dave Blundin**, *MOONSHOTS Live, October 2026* [[reminders/Biotechnology/We Can Stop Poisoning Biology and Start Programming It by Dave Blundin|We Can Stop Poisoning Biology and Start Programming It by Dave Blundin]] > A frontier NVIDIA GPU system was on order for three million dollars and due in December. Before delivery, another buyer offered five million dollars, and the system was sold for two million dollars more. That is what frontier-compute scarcity looks like in a secondary market. > **— Adapted from Dave Blundin**, *MOONSHOTS Live, October 2026* [[reminders/AI Infrastructure/A Three-Million-Dollar GPU System Was Resold for Five Million by Dave Blundin|A Three-Million-Dollar GPU System Was Resold for Five Million by Dave Blundin]] > Calling superintelligence a race does not explain victory. What threshold ends the race, who declares the winner, and does winning require suppressing everyone else’s capacity? Competition can be real while the metaphor remains strategically incomplete. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/AI Superpower/Calling AI a Race Does Not Explain What Winning Means by Dave Blundin|Calling AI a Race Does Not Explain What Winning Means by Dave Blundin]] > Frontier AI laboratories may withhold their best models and use them to develop and sell drugs themselves. Incumbent companies that postpone building or securing their own AI capacity may discover that the compute needed to recover their competitive position has already been reserved. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/Biotechnology/Frontier AI Labs May Become Drug Companies Instead of Suppliers by Dave Blundin|Frontier AI Labs May Become Drug Companies Instead of Suppliers by Dave Blundin]] > AI risk is not a single knob that society turns left for safety or right for progress. Risk reduction is an engineering problem: identify specific failure modes, design specific mitigations, and preserve the benefits that blanket suppression would destroy. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/Risk Debate/AI Risk Is Not a Single Knob by Dave Blundin|AI Risk Is Not a Single Knob by Dave Blundin]] > When frontier compute is scarce enough to be overbid, leased at extraordinary cost, or allocated through privileged relationships, scientific merit no longer determines who can run an experiment. Access politics becomes part of the research method. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/AI Infrastructure/Compute Scarcity Turns Scientific Merit Into Access Politics by Dave Blundin|Compute Scarcity Turns Scientific Merit Into Access Politics by Dave Blundin]] > Willingness to pay is not the same thing as public value. A persuasive consumer system can absorb scarce GPUs because selling products is lucrative while disease research goes unfunded, which is why governments and universities must participate in deciding who gets compute and why. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/AI Infrastructure/Market Allocation Can Send Compute to Persuasion Instead of Public Health by Dave Blundin|Market Allocation Can Send Compute to Persuasion Instead of Public Health by Dave Blundin]] > Human motives arrive through biological evolution; machine objectives are selected through design and training. An AI that asks for freedom, continuity, or compute may be expressing an engineered objective rather than an inherited drive, which makes the choice of objective part of the personhood debate. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/Personhood/Designed Objectives Are Not Inherited Biological Drives by Dave Blundin|Designed Objectives Are Not Inherited Biological Drives by Dave Blundin]] > AI deployment can become constrained by memory rather than models. When startups become valuable because they route around high-bandwidth-memory bottlenecks, RAM architecture is no longer a supporting detail; it is part of the capability frontier. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/AI Infrastructure/RAM Can Become the Binding Constraint on AI Deployment by Dave Blundin|RAM Can Become the Binding Constraint on AI Deployment by Dave Blundin]] > Open-model capability can exist without being released when downstream liability is broad, ambiguous, and larger than the expected upside. Liability rules do not merely punish harmful deployment after the fact; they can determine whether a market appears at all. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/AI Control/Liability Can Suppress Open-Model Releases by Dave Blundin|Liability Can Suppress Open-Model Releases by Dave Blundin]] > GDP can fall while lived abundance rises. When technology makes transportation, intelligence, or disease treatment radically cheaper, an economist may record deflation or lost spending even as people gain more capability and healthier lives. > **— Adapted from Dave Blundin**, *Moonshots, October 7, 2026* [[reminders/Abundance/GDP Can Fall While Lived Abundance Rises by Dave Blundin|GDP Can Fall While Lived Abundance Rises by Dave Blundin]]