PERSON DIRECTORY
Dave Blundin
Dave Blundin appears in 113 indexed conversations across Moonshots. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305
Peter DiamandisSalim IsmailDave BlundinAlexander Wissner-Gross
SpaceX’s AI pivot pairs nearly $20 billion in quarterly spending with sub-year data-center payback and guidance for $100 billion annual revenue run rate by December.A possible SpaceX–Tesla merger remains exploratory, with no agreed terms; the 30–40% premium estimate sharpens approval and Musk-dependence risks.Agent monitoring failures and decade-old PHP vulnerabilities also make defensive AI infrastructure an immediate operating requirement.
The Trillion Dollar AI Reset: Advertising & Gaming is Next w/ Salim Ismail & Dave Blundin | EP #170
Salim IsmailPeter DiamandisDave Blundin
AI’s constraint is shifting from ideas to compute, with a cited millionfold increase needed within four to five years and 5 million–10 million GPUs projected.Trusted agents could replace search-and-select purchasing, while reported revenue per AI-dialogue session is one-tenth to one-hundredth of Google search against its cited $300 billion advertising business.AI-written software makes product judgment scarcer, while power, fabs, and permitting remain constraints worth monitoring.