Inflection AI

also referred to as: inflection

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement May 8, 2024 by Tom Hulme · said 22 times in 14 episodes since 2024 · across every show →

Mentions by year

brought up most by Harry Stebbings (14), Rory O'Driscoll (1), Reid Hoffman (1), Michael Eisenberg (1), Maria Angelidou (1), David Cahn (1), Clay Bavor (1)

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2026 2 mentions in 2 episodes 1 per episode
2025 2 mentions in 2 episodes 1 per episode
2024 18 mentions in 10 episodes 2 per episode

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Everything said about Inflection AI, oldest first

May 8, 2024 negative
Assertion Contradicted
Hulme: Microsoft acquired Inflection primarily for its 12,000 H100 GPU cluster
“I do not believe that Microsoft were buying the Pi model. I think Microsoft are GPU constrained, and we're buying a cluster of 12,000 H-one hundreds.”
Tom Hulme May 8, 2024 ▶ 49:13 Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
Jun 10, 2024 bullish
Prediction Not checkable as stated
Every Smartphone User Will Daily Consult Personal AI Agents
“Well, one of them is I think even shorter than that, Every single person who has a smartphone will have one or more personal agents, personal AI agents, that's why we, in inflection we call it Pi, that is their agent, but it is like there for them, and on a wh…”
Reid Hoffman Jun 10, 2024 ▶ 39:53 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Jul 15, 2024 bullish
Prediction Not checkable as stated
Motamedi: Foundation models with tightly coupled applications will generate strong venture returns
“On the other hand, we do think there are some applications where you need to own the model because the model needs to be tied to the application. Whether it's a personal agent, as an example, you referenced inflection. And for those, we actually do believe mon…”
Saam Motamedi Jul 15, 2024 ▶ 14:17 Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
Aug 5, 2024
Prediction Open · timeframe Aug 2027
Cahn: Tech Giants Will Avoid Full Acquisitions of Major AI Labs
“I think that will probably sustain because it's not really possible to acquire these businesses. Now you can acquire the smaller ones, and we've seen that with Inflection and Adept, you can acquire some of the teams, but it's going to be much more difficult to…”
David Cahn Aug 5, 2024 ▶ 26:34 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
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