IL47: The AI Revolution That Will Redefine What It Means to Be Human ft. Craig Mundie
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 25 March 2026
⏱️ 61 minutes
🧾️ Download transcript
Summary
In today’s episode we talk to Craig Mundie, formerly the Chief Technical Officer at Microsoft and a leading advocate for responsible development of artificial intelligence. He joins Kevin Coldiron to discuss his book, Genesis: Artificial Intelligence, Hope, and the Human Spirit co-authored with Eric Schmidt and Henry Kissinger. Mundie believes the timeline for AI’s impact on the economy is extremely compressed, with dramatic breakthroughs in energy and work happening in the next few years. We also discuss the long-term implications of AI-generated knowledge and solutions that will likely be beyond our understanding. What questions should we ask and what preparations should we make - both individually and collectively as citizens - to prepare this future?
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Kevin on SubStack & read his Book.
Follow Craig on LinkedIn and read his book.
Episode TimeStamps:
00:06 - AI as a collaborator and the end of traditional human evolution
01:41 - Introduction to the Ideas Lab series and Craig Mundie
03:48 - How the book Genesis came together
09:52 - AI vs human learning and the rise of machine polymaths
17:40 - When machines discover things humans cannot understand
20:36 - The future of the scientific method in an AI-driven world
25:48 - From tools to a new species: redefining our relationship with AI
27:24 - Why AI adoption may outpace institutions and society
33:26 - Energy, infrastructure, and global competition in AI
40:55 - Wealth, labor, and the economic impact of abundant intelligence
50:51 - Alignment, control, and the limits of human oversight
58:25 - The ultimate question: do humans evolve or merge with AI
Copyright © 2025 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Transcript
Click on a timestamp to play from that location
| 0:00.0 | For the first time, we'll have a collaborator in these machines that will give us the ability to understand ourselves, |
| 0:16.0 | including our biology and perhaps even our thinking, to a degree that has never been possible before. |
| 0:23.8 | But it'll also create the opportunity for humans to take control of our own destiny. |
| 0:29.9 | I often tell people that human evolution, as it has been all the time, is over. |
| 0:36.3 | That, in fact, we're changing the environment in which we live at a rate that standard |
| 0:41.5 | evolutionary processes don't adapt to. |
| 0:45.7 | Imagine spending an hour with the world's greatest traders. |
| 0:49.6 | Imagine learning from their experiences, their successes, their successes, and their failures. |
| 0:54.1 | Imagine no more. Welcome to |
| 0:56.7 | Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world, |
| 1:02.2 | so you can take your manager due diligence or investment career to the next level. Before we begin |
| 1:07.5 | today's conversation, remember to keep two things in mind. |
| 1:14.2 | All the discussion we'll have about investment performance is about the past, |
| 1:19.0 | and past performance does not guarantee or even infer anything about future performance. |
| 1:23.8 | Also understand that there's a significant risk of financial loss with all investment strategies, and you need to request and understand the specific risks from the investment |
| 1:27.9 | manager about their product before you make investment decisions. Here's your host, |
| 1:32.7 | veteran hedge fund manager, Nealz Kostrup Larson. |
| 1:40.8 | For me, the best part of my podcasting journey has been the opportunity to speak to a huge range of extraordinary people from all around the world. |
| 1:49.0 | In this series, I have invited one of them, namely Kevin Koldine to host a series of in-depth conversations |
| 1:55.0 | to help uncover and explain new ideas to make you a better investor. |
| 2:00.0 | In the series, Kevin will be speaking to authors |
| 2:02.7 | of new books and research papers to better understand the global economy and the dynamics that |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.