John Giannandrea, who ran AI at Google and Apple, and Steve Jarrett, former Chief AI Officer at Orange, both General Magic alum, talk with us about AI hype, regulation and why the best technology comes from values, not money. It’s a conversation about hype, accountability and humility from two General Magic alumni and AI pioneers. In this episode * 00:29 – Introducing the guests: John Giannandrea and Steve Jarrett, two General Magic alumni at the center of the advent of AI * 01:31 – Steve’s opening question: what has surprised John most about AI, compared with the smartphone and the web? * 02:03 – John on AI’s momentum, cyber risk, and Amara’s law: overhyped in the short term, underappreciated in the long term, with a story from the Netscape era * 04:30 – Apple’s stance on privacy: why personal data shouldn’t be used to train models, and why the most useful AI works over your most personal data * 06:11 – What runs on your device and what runs in the cloud, and the “quiet” intelligence behind iPhone focus modes * 07:38 – Mike on Marc Porat’s prediction of a superintelligence in your pocket. John on the AI tutor, Danny Hillis’s essay “Aristotle,” and why AI remains “jagged” * 09:09 – Hersh on hallucinations in the legal field. Power tools don’t make carpenters go away, and LLMs can’t do your taxes * 10:24 – Guardrails and regulation: Steve on the EU AI Act, what worked and what stifled open-source innovation * 13:33 – John: transparency matters more than regulation. Model cards, independent benchmarks, and why the labs are “marking their own homework” * 15:41 – Hersh asks what’s inherently dangerous about AI. John: we don’t understand why these models work * 16:55 – Mike’s seat-belt analogy, what would make industry act, and John’s idea of a “nutrition label” for models (Common Sense Media’s benchmark work) * 18:24 – Steve on how Orange managed risk, and the split between Western and Chinese AI ecosystems * 19:40 – John disagrees: China has the most regulated AI ecosystem in the world. Steve on open-weight models, bad actors and an AI arms race * 21:27 – Hersh asks about the ethos of innovation: how has the philosophy behind your work evolved? * 22:17 – John on values in Silicon Valley: What the Dormouse Said, the origins of the internet, Vint Cerf, and why General Magic was in that tradition * 24:04 – Mike asks whether the valley has grown “rancid” with the tech broliarchy. John: some parts, not all. Musk’s interplanetary vision, the SETI Institute and Fermi’s paradox * 25:32 – Steve on natural language as the new programming, and Bill Atkinson’s HyperCard * 26:21 – John on technology adoption: the fax-machine cycle, AI as a “spreadsheet moment” * 28:16 – Can today’s architectures reach human-level intelligence? World models, Yann LeCun, causality, and why a child can learn from one example * 30:56 – John: “the models are the most expensive they’ll ever be,” and why he expects a 100x to 1,000x efficiency gain * 32:01 – Hersh asks what tendencies AI promotes. Steve on the generational question of how young people will learn the hard way * 33:26 – John: the case for being a technological optimist, and mobile access versus sanitation * 35:29 – Has AI changed how John works? Why there’s no evidence yet that AI creates novel thoughts, and AlphaGo * 37:19 – Steve on AI teaching, a kid in the Congo, and John’s Feynman story * 38:33 – Mike on the allocation of capital. John: “I’ve seen this movie before.” The dot-com fiber build-out, data centers, and Chewy, Instacart and Webvan * 40:16 – Back to General Magic: John’s seminal moment seeing NCSA Mosaic, “worse is better,” and why he quit * 42:55 – The through line of John’s career: working on things people are skeptical of * 44:16 – Has Silicon Valley lost that ethos? John’s answer: tell the full history, and the talk he would like to give * 45:26 – Steve on why the next generation is inspiring * 46:03 – “Hubris and humility. You need both,” and General Magic car stories * 47:07 – Hersh’s closing thanks About John Giannandrea John Giannandrea is one of the most significant technology executives of the past thirty years. Born in Bridge of Allan, Scotland, and educated at the University of Strathclyde in Glasgow, he came to Silicon Valley as a software engineer at Silicon Graphics before joining General Magic as a senior engineer working on the Telescript network software and the second-generation Magic Cap device. After seeing NCSA Mosaic, he left General Magic to become chief technologist of Netscape’s web browser group, where he led development of Netscape Navigator and the move to the open-source Mozilla project. He then co-founded TellMe Networks (an early voice-recognition platform, acquired by Microsoft) and Metaweb Technologies (the open knowledge graph Freebase, acquired by Google in 2010 and the foundation of Google’s Knowledge Graph). At Google he rose to Senior Vice President of Engineering, leading Search and then all AI and machine intelligence, until 2018. At Apple he served as Senior Vice President of Machine Learning and AI Strategy, overseeing Siri, Core ML and Apple Intelligence, and retired in 2026. He spent 10 years on the board of the SETI Institute, was named to the TIME100 AI list in 2024, and advises Common Sense Media. About Steve Jarrett Steve Jarrett is a serial technology innovator who began his career at General Magic and went on to help build the first commercial app store (at Philips, with Tony Fadell), the first mobile audio app (at Audible) and the first mobile web browser. He later joined the iPod team at Apple and supported the first version of CarPlay. Most recently, he served as Chief AI Officer at Orange Group, in Paris, overseeing AI strategy for 300 million customers across 26 countries. Hear more in our interview of Steve: https://spellboundproductions.substack.com/p/ep3-jarrett Resources & Links * John Giannandrea on LinkedIn: https://www.linkedin.com/in/johngiannandrea * Fortune profile (2015): https://fortune.com/2015/10/27/john-giannandrea-google-artificial-intelligence/ * CNBC profile (2024), "The quiet Apple executive behind the company's AI strategy": https://www.cnbc.com/2024/06/07/john-giannandrea-apple-ai.html * TIME100 AI (2024): https://time.com/collections/time100-ai-2024/7012831/john-giannandrea/ * Common Sense Media: https://www.commonsensemedia.org * TechCrunch Disrupt 2017 talk on the AI hype and worry cycle: * Marc Porat on superintelligence in your pocket, Ep. 6: https://spellboundproductions.substack.com/p/ep-3-marc-porat * What the Dormouse Said: How the Sixties Counterculture Shaped the Personal Computer Industry: https://www.penguinrandomhouse.com/books/291224/what-the-dormouse-said-by-john-markoff/ * Aristotle (The Knowledge Web): https://www.edge.org/conversation/w_daniel_hillis-aristotle-the-knowledge-web * Surfaces & Essences: Analogy as the Fuel and Fire of Thinking: https://www.amazon.com/Surfaces-Essences-Analogy-Fuel-Thinking/dp/0465018475 Our full, unedited interview with JG is on YouTube Keywords / Tags John Giannandrea, Steve Jarrett, General Magic, General Magic podcast, The Soul of Tech, Michael Stern, Hersh Hershenson, Apple AI, Siri, Apple Intelligence, Google AI, Netscape, NCSA Mosaic, Telescript, Magic Cap, AI regulation, AI safety, AI transparency, independent AI benchmarks, Common Sense Media, EU AI Act, open-weight models, China AI, AI hype, Amara’s law, worse is better, technology and values, Silicon Valley history, AI and education, SETI Institute This is a public episode. 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