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Home » Mustafa Suleyman on Silicon Valley Girl Podcast (Transcript)

Mustafa Suleyman on Silicon Valley Girl Podcast (Transcript)

Here is the full transcript of Microsoft AI CEO Mustafa Suleyman’s interview on Silicon Valley Girl Podcast with host Marina Mogilko, on “The Next 10 Years Will Change Humanity Forever”, November 14, 2025.

Brief Notes: In this episode of Silicon Valley Girl, Marina Mogilko sits down with Mustafa Suleyman, CEO of Microsoft AI and co-founder of DeepMind, to map out how artificial intelligence will transform work, education, and everyday life over the next decade. Suleyman explains why he believes we are not in an AI bubble, how close we are to human-level AI on most knowledge tasks, and what that means for jobs, skills, and structural unemployment by 2050. The conversation dives into AI tutors, Copilot’s new health and education features, and “memory” agents that can remember everything about you, raising big questions about dependence, creativity, and whether kids will even need college. If you want a clear, grounded roadmap for staying ahead in an AI-first world, this interview is packed with practical insight and concrete predictions.

Are We in an AI Bubble?

MARINA MOGILKO: Mustafa, welcome. Thank you so much for being here.

MUSTAFA SULEYMAN: Thanks for having me.

MARINA MOGILKO: The first question, everyone’s talking about it on YouTube right now. Are we in an AI bubble?

MUSTAFA SULEYMAN: Yes. So no, we’re not. I don’t think so.

When you think about it, we are creating something that is truly magical. Intelligence is the thing that has made us successful as a species. And we’re now distilling that into a smaller and smaller unit that can be spread all over the world and that is going to be cheap and widely abundant. So that’s just a remarkable thought.

MARINA MOGILKO: Yeah, but we kind of had the same thought during the dot-com crash. We’re inventing Internet, blah, blah, blah. But there are some companies that their valuations are much higher than their revenues and everyone’s talking about Nvidia investing and then that revenue going back to Nvidia. What do you think of that?

MUSTAFA SULEYMAN: No, I think the value that we’re going to produce in the next five to 10 years is going to be unprecedented.

MARINA MOGILKO: So you don’t think we’re going to experience something like, you know, 2008, Covid?

MUSTAFA SULEYMAN: I mean, who knows? But I think if you just focus on the fundamental value that’s being created, this is the best prediction engine anyone’s ever seen. It’s the smartest, most capable technology we’ve ever invented. It’s improving faster than anything we’ve ever seen. It has got more easy to shape and control, not less.

Three years ago we thought that it was going to get more chaotic and more disorganized, that we weren’t going to be able to sculpt it. And now we’re producing beautiful, powerful, amazing experiences that are surprising us every month. So, yeah, no, I’m genuinely very bullish.

AI Consciousness and Human-Like Qualities

MARINA MOGILKO: Okay, so you’re not worried, you’re good and you shouldn’t be worried. That makes me feel better. Okay, let’s talk about AI becoming more conscious. You talked about it in one of the podcasts that we perceive AI more and more as human. How fast is it happening? What’s going to happen in the next few years?

MUSTAFA SULEYMAN: It is getting more human-like. It’s getting more accurate, it’s getting more fluid, more smooth, and that is unprecedented. At the same time, it’s definitely not conscious. It isn’t aware of itself. It can’t speak about itself.

It’s very different to what it’s like for a human to have a subjective experience and to feel pain and suffering. And it’s very important that we keep reminding ourselves of that because consciousness is the basis of our rights-based framework and it is the thing that gives us responsibilities as citizens in societies, that allows us to vote, which allows us to be subject to the law, which creates order.

We can’t begin to attribute this quality to a new species. That would be terrible for our species.

MARINA MOGILKO: Yes, but we still heard stories of Google, the story that you told in your book of Google Engineer who was convinced by AI that it was experiencing sadness and it was afraid of being shut down.

MUSTAFA SULEYMAN: True, true. Yeah. And that was an anthropomorphic projection. Just because it has some human qualities doesn’t mean it has all of human qualities, including subjective experience. And I think we can prove that it doesn’t have subjective experience, that it isn’t going to emerge.

This kind of self-awareness, that’s just a sci-fi fantasy. And I understand why people sometimes go there because we’ve been schooled on sci-fi for as long as forever and it’s a natural assumption to make. But these things don’t suffer, they don’t feel pain, they’re just simulating high quality conversation.

And that is magical. And it feels amazing, but that doesn’t mean that it feels something internally to be one of these models. So we’ve got to be very careful about that.

Relationships with AI

MARINA MOGILKO: Some people talk about our kids having real relationships with AIs in 10 years, like getting married to AIs. Do you think it’s something that could potentially happen? And if yes, how can we prevent that?

MUSTAFA SULEYMAN: I think the history of the human condition proves to us that if it’s possible, someone will probably do it. People do crazy things, but the majority of people don’t. The majority of people are pretty sound of mind and pretty sensible and want to live healthy, happy lives.

And so if some people choose to marry their AI in 20 years time, I’m not going to sit here and necessarily judge that or say don’t do it or do do it. If you ask me my opinion, I don’t think that these should be treated as entities that are of equal moral significance to humans. I think that they should be in service of humans.