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.
Davos 2026: The US-China AI Race, GPU Diplomacy, and Robots Walking the Streets | #225
Peter DiamandisSalim IsmailDave BlundinAlexander Wissner-Gross
AI has become Davos’ dominant economic story, with roughly $50 trillion in annual human labor, only a few hundred billion dollars spent on infrastructure, and opportunity spanning chips, power, AI factories, and applications.The US retains better frontier models and chips, but China’s power buildout, deployment speed, and 83% versus 39% AI optimism could outweigh benchmarks, while energy timelines and agent rails remain deployment risks.
OpenAI's $6.5B iPhone & Google Ending Hollywood w/ Blundin & Ismail
Peter DiamandisDave BlundinSalim Ismail
OpenAI’s $6.5 billion Jony Ive deal is a distribution bet to control an AI-first consumer endpoint rather than merely improve its model.Google’s benchmark gains, hardware control through TPU v7, and AI Mode challenge Search while Anthropic continues to leapfrog it.Efficiency could expand chip and data-center demand through Jevons Paradox, while agentic back offices and Veo 3 create near-term enterprise and media catalysts.
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.