AI technology

14 statements across 13 episodes · 9 bullish · 3 bearish · 13 people on the record · first statement Oct 18, 2017 by Sam Arbesman · across every show →

Everything said about AI technology, oldest first

Oct 18, 2017 positive
Insight
Arbesman: Humans will feel vicarious pride in AI-generated creations
“We are going to increasingly need to have a certain amount of nachos for our technologies, where these technologies might be doing things, might be doing activities that they might be making creations that are not our own, but we were the ones who ultimately p…”
Sam Arbesman Oct 18, 2017 ▶ 15:20 20VC: Lux Capital's Scientist-In-Residence on Why We Cannot Just Be Specialists Today, The Benefits of Interdisciplinary Thinking & Computational Creativity That Makes Man and Machine Partners with Sam Arbesman
Apr 28, 2023 negative
Opinion
Stebbings: AI knowledge gap between regulators and tech is unprecedented
“Like, and I think you've never seen such a big chasm between regulatory body knowledge and, like, the actual technology itself. This worries me that they're not in a position to actually regulate with the main knowledge.”
Harry Stebbings Apr 28, 2023 ▶ 5:08 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
May 17, 2023 bullish
Opinion
Mostaque: AI is already good enough for broad human trust
“Humans will trust it anyway. They trust Google Maps. They trust all these things. And so it's good enough for humans to trust right now.”
Emad Mostaque May 17, 2023 ▶ 1:09:03 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
May 17, 2023 bullish
Prediction Not checkable as stated
Mostaque: AI technology will settle in 2024 and become ubiquitous
“Next year it will settle, and then it'll go ubiquitous.”
Emad Mostaque May 17, 2023 ▶ 39:34 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Aug 31, 2023 positive
Insight
Shazeer: Developing AI Provides Greater Leverage Than Direct Medical Research
“So rather than directly working on say medical research or something I think I've got a lot more leverage, like let's push AI technology and then, you know, that can help with a lot of the rest of it.”
Noam Shazeer Aug 31, 2023 ▶ 5:49 Noam Shazeer: How We Spent $2M to Train a Single AI Model and Grew Character.ai to 20M Users | E1055 · 20VC with Harry Stebbings
May 6, 2024 bullish
Prediction Not checkable as stated
Tavel: AI for existing workflows will drive tremendous market cap for incumbents
“If it's existing employees and their existing workflows that, you know, AI technology is going to be sustaining and it's going to drive tremendous market cap for the incumbents.”
Sarah Tavel May 6, 2024 ▶ 10:52 Sarah Tavel: Will Foundation Models Be Commoditised? | E1149 · 20VC with Harry Stebbings
Jun 5, 2024 bullish
Opinion
Srinivas: AI technology is underhyped rather than a speculative bubble
“Majority of the people in the world are not using chatbots, they just think this is a bubble. They're gonna get really surprised that it's not a bubble, it's not overhyped, it's actually underhyped.”
Aravind Srinivas Jun 5, 2024 ▶ 55:31 Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
Jun 12, 2024
Opinion
Alex Wang: AI could be a greater military asset than nuclear weapons
“At its core, this AI technology has the potential to be one of the greatest military assets that humanity has ever seen. Potentially even more of a military asset than nukes.”
Alex Wang Jun 12, 2024 ▶ 0:00 Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
Jul 31, 2024 bullish
Prediction Not checkable as stated
Mollick: Exponential progress in AI models will continue for a while
“I have gone back and forth on how much juice the technology has left, and now I'm back to the, it has lots of juice left, like the exponential continues for a while, and I think I was not clear on that for a long time.”
Ethan Mollick Jul 31, 2024 ▶ 1:05:39 Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
Jun 12, 2025 bullish
Prediction Open · timeframe Jun 2030
O'Driscoll: AI will double or triple the contact center software TAM
“I do believe there is going to be at least a two X time expansion, three X time expansion as you take the simple Contact center queries and resolve them, you know, on a two to one basis, you know, for half the price using AI and you'll, and the AI company will…”
Rory O'Driscoll Jun 12, 2025 ▶ 58:11 Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
Aug 15, 2025 negative
Insight
Junestrand: 99% of legal enterprise customers do not understand AI technology
“When you talk with your customers and you want to understand what are they trying to solve and how are we going to solve for it, you need to realize that there's a huge information gap between they fundamentally, most of them at least, 99%, don't fundamentally…”
Max Junestrand Aug 15, 2025 ▶ 19:51 20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand
Oct 17, 2025 neutral
Prediction Not checkable as stated
Lloyd: AI deployment will lag technology capabilities over a ten-year horizon
“I think it's more like a 10. I think, like, again, the technology's gonna run way ahead of the deployment of it, just because the deployment of it takes a long time.”
Zach Lloyd Oct 17, 2025 ▶ 33:52 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
Nov 3, 2025 positive
Prediction Not checkable as stated
Pineau: Practical AI applications will be discovered by field practitioners
“We don't have all the answers of how it should be used. That's gonna come from people on the field.”
Joelle Pineau Nov 3, 2025 ▶ 21:45 Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
Nov 17, 2025 negative
Insight
Andrew Ng: AI technology itself does not create business moats
“AI as a technology Doesn't really offer an answer to the moats for most businesses. So if you're building AI, you know, for drones or legal or for whatever, the moat is more of a function of that industry.”
Andrew Ng Nov 17, 2025 ▶ 41:02 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
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