Welcome to Stewart Squared podcast with the two Stewart Alsops! This week’s episode takes you through decades of technological evolution, from Stewart Alsop II’s early experiences with personal computing and the internet boom to today’s era of AI and space exploration. They dive into how technology adoption has shaped our lives, discuss the cultural impacts of tools like VisiCalc and Mosaic, and explore the big shifts driven by Starlink and generative AI. For more insights, check out Stewart Alsop II’s Substack newsletter where he shares his perspective on tech’s most recent transformations.

Check out this GPT we trained on the conversation!

Timestamps

00:00 Introduction to the Stewart Squared Podcast

00:32 Skepticism About Generative AI

01:22 The Internet Archive and Early Tech Experiences

02:56 The Evolution of Browsers and the Internet

03:32 The Impact of the iPhone and Generative AI

03:56 Exploring Space and Satellite Technology

09:41 The Future of Space and Defense

21:05 The History of Computing and Personal Computers

28:11 The Rise of the Internet and Mosaic

32:37 The Role of AI and Future Predictions

37:32 Conclusion and Teaser for Next Episode

Key Insights

1. The Roots of Technological Transformation: Stewart Alsop II recounted the profound impact of early computing tools like VisiCalc and Mosaic, emphasizing how these innovations reshaped access to technology. VisiCalc, as the first spreadsheet software, brought PCs into mainstream business, while Mosaic laid the groundwork for web browsing, sparking the internet revolution that followed.
2. AI and Generative Models: The episode tackled the current hype surrounding generative AI, with Stewart II expressing skepticism about its long-term impact. Drawing from decades of observing tech cycles, he highlighted that although AI is groundbreaking, it may not be the "transformative" revolution that some predict, likening it to past innovations that were initially overestimated.
3. Space as the New Frontier: They explored the developments in space, particularly Elon Musk’s Starlink and its massive satellite network. Starlink, with its high-speed internet capabilities, offers an alternative to traditional ISPs like Comcast, leading to discussions on whether space will remain a peaceful frontier or morph into an economically competitive and militarized zone.
4. Space Debris and the Kessler Effect: The discussion highlighted the growing issue of space debris, emphasizing the potential risks posed by millions of orbiting fragments. Stewart and his co-host discussed the Kessler Effect, a scenario where cascading collisions could render space unusable, underscoring the urgent need for regulatory frameworks to address this evolving threat.
5. Evolution of Warfare and Defense Technology: The episode touched on modern warfare's shift toward non-kinetic means, including cybersecurity and psychological operations. They discussed how space could become a new theater for such warfare, with both China and Russia potentially deploying technologies that could disrupt or even destroy rival satellites, necessitating a stronger U.S. presence in space.
6. Shift from Organization-Centric to Individual-Centric Tech: A recurring theme in the episode was the transition from technologies designed for large organizations (like early IBM systems) to those built for individuals, as seen in the personal computer boom. This shift led to a cultural transformation, empowering individuals and paving the way for today’s tech landscape where personal control over technology continues to grow.
7. Future of AI, Microsoft, and OpenAI: They discussed the tensions between Microsoft and OpenAI over generative AI’s profitability and real-world utility. Despite significant investments, Microsoft has struggled to fully integrate AI into its products, hinting that true transformation in AI may still lie in the future when devices can handle real-time, on-device AI processing, as Stewart II speculated Apple might eventually deliver.