May 9, 2026 · 1h 57m · 20vc
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
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gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions
In this wide-ranging interview, Speechify founder and CEO Cliff Weitzman shares his unconventional strategies for hyper-scaling a consumer AI startup, managing talent with radical standards for organizational speed, and leveraging an incredibly high Adversity Quotient (AQ) to convert life's challenges into competitive superpowers.
How this conversation actually went
Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Harry holds 15.6% of the talking time here. How this is scored →
Harry as informed peer 4.7 Guest teaching 4.8 Guest disagreement 1.3 Harry pushing back 2.1
speaking balance: gold is Harry, purple is the guest (3 minute bins)
Sharpest disagreement ▶ 27:52 Cliff rejects vanity metrics lacking conversion
Cliff emphatically shuts down Harry's line of inquiry regarding viral non-converting views, insisting that conversion is the only metric that matters.
Hardest push from Harry ▶ 1:15:49 Harry presses Cliff on hidden Speechify financialsHarry directly confronts Cliff on keeping Speechify's raised capital and valuation hidden from both the public and PitchBook despite having $50k seats.
Biggest teaching moment ▶ 1:40:34 Cliff schools Harry on Apple's audio dominanceWhen Harry asks why Apple is incapable at AI audio, Cliff dismantles the claim by citing AirPods revenue outperforming Spotify and Tim Cook's supply chain supremacy.
Harry holds his own ▶ 51:08 Harry presents missed investment return analysisHarry demonstrates deep venture expertise by breaking down his 10-year track record and calculating that passing on 7/10 founders cost him 17x in returns across category winners like 11Labs and Vanta.
the scores for every segment, with the reasoning behind each
| Chapter | Topic | Harry as informed peer | Guest teaching | Guest disagreement | Harry pushing back | Why |
|---|---|---|---|---|---|---|
| Meet Cliff Weitzman and the Power of Speechify | 4 | 3 | 0 | 0 | Harry introduces Cliff and connects Cliff's volume strategy to an Alex Hormozi quote about volume and leverage. Cliff shares his origin story with dyslexia and applying to 26 colleges. | |
| The CEO World Tour: Cold-Emailing 100 Tech Leaders | 4 | 4 | 0 | 2 | Harry references listening to Cliff on Ali Abdaal's show and presses him for details he felt were skipped regarding emailing 100 CEOs. Cliff lays out his multi-channel outreach playbook. | |
| Barrels, Not Ammunition: Cultivating Full-Stack Talent and Agile Rules | 5 | 4 | 0 | 1 | Harry connects Cliff's hiring rule to Keith Rabois's concept of hiring barrels rather than ammunition. Cliff expands on company bulking and cutting operational cycles. | |
| High Blended CAC, Ad Attribution, and OpenAI Ad Testing | 4 | 5 | 2 | 2 | Harry asks if hypergrowth requires accepting higher CAC. Cliff corrects the premise, distinguishing between direct CAC and blended experimental spend like OpenAI ad testing. | |
| Sourcing 1,300 Daily Ads: Building an In-House AI Ad Engine | 4 | 5 | 0 | 1 | Harry asks about third-party AI video tools like Icon. Cliff explains why third-party ad tools fail in arbitrage, prompting Speechify to build an in-house engine testing 1,300 ads daily. | |
| Content Repurposing and the Conversion Mandate | 3 | 4 | 3 | 3 | Harry asks if conversion matters when content goes viral across platforms. Cliff forcefully refutes the value of vanity views, stating conversion is the only metric that matters. | |
| Acquisition Channels, Meta Stock, and the Value of Taste | 4 | 4 | 1 | 2 | Harry questions whether taste as a moat is overstated given commoditized design tools. Cliff defends taste while explaining how underlying design tooling has commoditized. | |
| Figma Stock, Claude Code, and the Rise of AI Token Budgets | 5 | 5 | 1 | 2 | Harry cites his personal portfolio metric of being down 40% on Figma stock. Cliff defends Figma's underlying fundamentals and details Speechify's shift toward token budgets exceeding salaries. | |
| Hacking the Healthcare System: Diagnosing Cancer with LLMs | 5 | 6 | 1 | 2 | Cliff explains using LLMs and Kaggle researchers to diagnose his father's cancer. Harry shares his own practice of running medical scan PDFs through ChatGPT to double-check doctors. | |
| Adversity Quotient (AQ) and Evaluating Grit in Candidates and Founders | 5 | 4 | 2 | 2 | Harry asks how to evaluate Adversity Quotient in founders and calls out red flags like candidates framing early roles as founding titles. Cliff details specific interviewing signals. | |
| Why Dyslexia and ADHD Produce World-Class Founders | 6 | 5 | 1 | 2 | Cliff cites stats on neurodivergent founders. Harry demonstrates deep VC domain knowledge by sharing data showing he would be 17x more successful had he passed on fewer 7 out of 10 founders. | |
| Extreme Retention: Solving Life's Problems Beyond Money | 4 | 5 | 2 | 2 | Cliff outlines extreme retention cases, such as flying to Ukraine during war. When Harry asks if younger hires are preferred for AI fluency, Cliff counter-intuitively favors grizzled veterans. | |
| The 60-Second Rule: Communication and WhatsApp Calls in Remote Work | 6 | 4 | 1 | 2 | Cliff mandates 60-second response times for engineers. Harry cites his own viral management rule, the 3-hour Titanic Rule, and describes getting public backlash for it. | |
| Why Speechify is Short on Snapchat Stock | 4 | 5 | 2 | 2 | Cliff expresses a short thesis on Snap stock and dismisses performance reviews as a waste of time. He frames QA as the single most critical software skill in an AI-coded era. | |
| Banning Meetings: Embracing a Productive Asynchronous Culture | 5 | 4 | 1 | 2 | Harry defends his tweet advocating for removing talent acquisition from traditional HR departments. Cliff explains why Speechify banned meetings in favor of asynchronous leadership. | |
| Going Stealth: Why Speechify Discloses No Numbers to the Public | 5 | 5 | 3 | 5 | Harry aggressively presses Cliff on raised capital, valuation, and internal metrics, pointing out PitchBook has no data. Cliff firmly refuses to disclose numbers, defending stealth advantages. | |
| Leveraging Launching Pads: Strategic Career Advice for Harry | 4 | 6 | 1 | 2 | Harry asks about creator longevity regarding Logan Paul. Cliff conducts a live career audit of Harry, advising him to attach to major platforms like Union Square Ventures or Shark Tank. | |
| streaming and Feastables: Mr. Beast's Bulking Phase | 4 | 5 | 2 | 3 | Harry challenges MrBeast's recent drop in view metrics. Cliff defends Jimmy by explaining creator bulking cycles and recounts how Speechify bought levered Nvidia options in 2022. | |
| Nvidia's Future: Revenue Multiples and Market Profits | 5 | 5 | 0 | 1 | Harry cites specific grid energy stats regarding AI compute rising from 1% to over 10%. Cliff breaks down Nvidia multiples and outlines solar and fusion energy opportunities. | |
| Opinionated Platforms: Audio Editing on Spotify vs. Full Video | 6 | 4 | 2 | 3 | Harry explains his deliberate editorial strategy of keeping video off Spotify to force a tighter audio edit. Cliff pushes back and suggests AI video frame transitions instead. | |
| Consumer AI Realities: Churn, GPUs, and Reducing Inference Costs | 5 | 6 | 1 | 2 | Harry asks about consumer AI unit economics and GPU inference costs. Cliff details how Speechify reduced inference costs to single-digit dollars per million characters compared to competitors. | |
| Apple's Dominance: AirPods, Supply Chains, and the Future of Audio | 5 | 6 | 3 | 3 | Harry asks why Apple is incapable at AI audio acquisitions. Cliff forcefully rejects the incapable framing, pointing out AirPods generate more revenue than Spotify combined with Tim Cook's supply chain dominance. | |
| What Cliff Changed His Mind On: Gratitude in Adversity | 5 | 5 | 0 | 1 | Cliff recounts sleeping in a Walmart parking lot for 11 days for a failed MrBeast video and realizing optimism is key to adversity quotient. Harry asks about AI wealth inequality. | |
| The Future of University and Self-Education | 5 | 5 | 2 | 3 | Cliff describes his daily 80-gram protein shakes. Harry challenges the physiological ingestion rate, citing a 20-gram per hour limit, which Cliff dismisses as a bodybuilder myth. |
Statements from this episode (98)
Speechify currently tests nearly 1,000 data-generated ads daily
“We test almost a thousand data generated ads a day right now.”
Weitzman: Speechify will soon spend more on AI tokens than salaries
“We're getting to the point where soon we're going to spend more on tokens than we spend on actual salaries.”
Speechify reads over 10M books worth of words annually
“So we built a deep learning-based text-to-speech model in 2015 that now reads more than ten million books worth of words to people every year.”
Weitzman's Framework for New Roles: Read 100 Books, Interview 100 Experts
“And my rule is I will read a hundred books about the topic, listen to them with Speechify. I will identify a hundred experts and I'll go and have a conversation with them.”
Weitzman: Growth is an arbitrage game limited to content and distribution
“Growth is just an arbitrage game. You are competing with every single other person in the world who wants to get their product in front of users. And that means that your lever points are either the content that you make or how you distribute that content.”
Weitzman: All Speechify executives must remain hands-on practitioners who buy ads
“I made sure that everybody in our company, no matter how senior they got, always were still not just a fat general sitting at the back, but a warrior who could take out their sword and actually hands on keyboard by the ads.”
Weitzman: Speechify engineers must respond to messages within 60 seconds
“And we have a principle even inside of engineering, which is you've got to respond to messages within 60 seconds because you want to unblock people.”
Speechify fast-tracks cross-team pull requests to encourage multi-repo learning
“And so we have a rule if you ship a PR, To a repo that your team is not responsible for, it gets fast tracked and that team has to very quickly respond because I want to encourage people to learn how to contribute to other code bases.”
Weitzman: Startups Must Commit to Six-Month 'Bulking or Cutting' Cycles
“Companies go through cutting and bulking cycles like bodybuilders do, and there's a reason why cutting and bulking makes sense, because you can't oscillate between the two in one week. You have to commit for like six months to doing one.”
Weitzman: Speechify Took Four and a Half Years to Find Product-Market Fit
“It took us four and a half years to find real product market fit.”
Weitzman: Cutting Costs Is Easy, Growing Revenue Takes Genius
“Any Harvard MBA can cut costs. If you're smart, you could do it. It takes a genius to grow revenue.”
Weitzman: Speechify Ran Profitably for Four and a Half Years
“Speechify just finished four and a half years of running profitable.”
Speechify spends $500k monthly producing 20,000 ad creatives
“I'm okay spending 500,000 dollars a month making 20,000 pieces of creative because that is a creative investment.”
Speechify is among 200 companies testing ads on OpenAI
“We're one of the 200 companies that's provisioned to test ads on OpenAI.”
Speechify reports significantly more female users than male users
“Women convert a lot better than men as like audiences. And so right now it's a more, we have more women who use the product than men by like a good margin at the moment.”
Weitzman: You Can't Win Ad Arbitrage Using Standard Competitor Tools
“Because it's an arbitrage game, if you use the tool that everybody else uses, typically you're not going to win.”
Weitzman: Speechify uploads 1,300 ad creatives daily to testing campaigns
“Every day we upload 1300 to our testing campaigns.”
Weitzman: Video ad performance depends on the first frame, not three-second retention
“So the rule in videos typically is you win or lose by the 1:03 seconds. Do you have good retention in the 1:03 seconds? But the rule I developed is actually you win or lose by the first image of the video, like the first 10 80 pixels.”
Weitzman: Speechify rap song ad about dyslexia generated $3 million
“The one that I did not expect to work that worked amazing is I wrote a rap song about my experience with dyslexia and ADHD, and that thing made us like three million, also like three million dollars on a rap song.”
Weitzman: Speechify Has Passed 50 Million Consumer Users
“We have more than fifty million people who use Speechify now, the organic B to C product that makes it really easy to read”
Cliff Weitzman: 15% of Speechify's users come organically from ChatGPT
“15% of our users come organically from ChatGPT.”
Weitzman: OpenAI ads will be massive due to deep user context
“Of course. Yeah, massive. Massive, massive. Because it knows so much about you.”
Cliff Weitzman: Meta is one of the most underrated stocks right now
“Yeah, I think Meta is one of the most underrated stocks right now.”
Weitzman: Acquisition and QA become paramount as engineering commoditizes
“I think that in a world where engineering is commoditized, and design for the most part is commoditized, the most important thing becomes excellent QA, we can talk about later, and customer acquisition.”
Cliff Weitzman: Mark Zuckerberg is the world's best acquirer
“Zuck also has proven that he is the number one acquirer in the world. Like, no one acquires as well as Meta.”
Weitzman: AI Token Budgets Will Outpace Engineering Salaries Within Three Years
“We'll get there in three years. Yeah. You just need to be like a really strong early adopter.”
Weitzman: Feature adoption takes ~100 iterations internally and externally
“And what we found is it takes about a hundred iterations on a feature before the feature gets adopted. But once it gets adopted really well. So you need to do the same education for your B to C users as you need to do internally.”
Weitzman: LLMs provided confidence to challenge doctor and locate specialized scanner
“I would have never had the confidence to push on the doctor so hard to get the scan if I didn't have LLMs open during the conversation with the doctor. I definitely would not have found another machine, got my dad scanned, and then figured out.”
Weitzman: Adversity quotient matters more than IQ or EQ in candidates
“People talk a lot about IQ, intelligent quotient, or EQ, emotional quotient, but the most important one is AQ, adversity quotient.”
Weitzman: High-impact work requires over five continuous hours of problem solving
“The things that really move the company are on the other side of five hours of grappling with a hard problem.”
Stebbings: Strained parental relationships correlate with successful founders
“Struggles in parental relationships often signify very successful founders, sadly.”
Stebbings: Early hires calling themselves 'founding' advisors is a major red flag
“Like, for me, I'm like, I hate the people that are like founding GTM advisor, and it's like, no, no, no. You're just a GTM hire that was one of the first. You don't look like a founding, this like, everything needs to be a founding role. Fuck off.”
Weitzman: Speechify will never hire candidates motivated primarily by higher pay
“Terrible answer. Never would hire that person, not in a million years.”
Weitzman: 40% of incarcerated people have dyslexia versus 17% of general population
“40% of people who are incarcerated have dyslexia, even though 17% of the population has it.”
Weitzman: Dyslexia and ADHD suit large company CEOs, not early-stage builders
“It's great to be dyslexic or ADHD as the person who is running a large company, and it's not great as the individual person who needs to build the company.”
Weitzman: Internal AI coaches will become standard corporate roles in five years
“Coach. So, One thing that we do a lot in Speechify is coach people on how to use AI better. Force them to use AI better.”
Speechify received 178,000 applications for engineering positions in one year
“Last year we had a 178,000 people who joined, who applied to work at the open engineering positions at Speechify.”
Nearly 20,000 applicants completed Speechify's asynchronous engineering test
“We have an asynchronous technical challenge. 19,800 people finished that challenge.”
Stebbings: Investing in every met founder would yield 17x greater success
“If I'd invest in every founder that I'd met, every founder that I've met, I'd be 17 X more successful. One seven X more successful. I would have had two and a half percent of deal. I would have had two percent of 11 Labs. I'd have a seed check in Flettersport,…”
Weitzman: Be trigger-happy to hire top talent regardless of cost
“If you can really trust someone, you can afford to pay them significantly more, and it's actually just hire the person for more money, and if they don't work out, you part ways. Like, it's fine. You should always be trigger-happy to hire really good people if …”
Stebbings: Interview red flags only worsen after hiring
“Also, when you get spidey senses in the interview process, listen. Like, it will only get worse post-hire. What I mean by that is when someone, they just get the feeling that, you know, they really actually want to be an investor, not in finance. Trust me, whe…”
Weitzman: Google Hires Lack Hunger and Infest Startup Culture With Bad Habits
“Typically we found, this is my personal experience, when we hire folks from Google, they come from a place of a ton of abundance. So the hunger is not the same hunger. And you need to coach them out of essentially bad habits. And that can infest your culture i…”
Weitzman: Bay Area and NY Tech Workers Have Much Less Loyalty Than Europeans
“The other thing is, this is true in general of hiring in the Bay Area, the loyalty is a lot less high than you would get from hiring in Europe. Because in Europe, people really value a good company and a good job, and it's just not the same thing in New York o…”
Weitzman: Speechify Has Only Ever Had One Long-Term Employee Attrition
“We've only had one real case of attrition at Speechify of someone who, like, worked with us for a long time, and that person went to work for Elon Musk directly.”
Weitzman: Employees quit over unfulfilled life circumstances, not money
“But people typically leave not for money. They leave for another thing in their life that's not satisfying them. Because they're, for whatever reason, not satisfied. Figure out what's not satisfying and solve that thing for the purpose. And sometimes it's mone…”
Cliff Weitzman: There are virtually no jobs for current CS graduates
“If you look at this graduating class of computer science students, there's basically no jobs.”
Weitzman: Speechify favors older hires over younger engineers for AI coding
“I have a bent towards older hires. Because they read textbooks about software engineering When they see what's coming out of the LLM output, they understand it.”
Speechify's engineering interview tests candidates on using LLM agents to fix code
“A prerequisite is we have like this entrance exam. There's this gigantic code repo that you need to read very fast. You can't read it with your eyes. You have to use AI. You have to use LLMs to ship all the features, and then you get a test at the end, which i…”
Weitzman: Prior experience is a poor predictor of candidate AI skills
“Sometimes people tell you that they're great at AI and then you give them the challenge and they suck. You just got a test. And sometimes people have never used AI before, and you force them to sit with it for 48 hours, and by the end of the 48 hours, they're …”
Weitzman: People under age 45 are unwilling to make phone calls
“And I think that at this point, like, people above 45 are willing to call, and below 45 are not, because everybody's like, that skill has atrophied.”
Cliff Weitzman: Enforce deadlines using shared calendar invites, not meetings
“So always at a deadline. And it goes on a calendar with multiple people on the invite. So I'm going to ship this to production by, not Tuesday, by three PM on Tuesday. Invite Rohan Simon-Cliff. Pankaj. So everybody knows. And then sometimes we have calendar in…”
Weitzman: Speechify's early hires from Apple and Snapchat failed within three months
“We had two people that we hired from Apple and Snapchat, like very legit people. And they messed up the culture of the company. They would leave at 5:30 p.m. They like didn't live and breathe the company. And in the end, both of them quit after three months.”
Stebbings: Every young startup founder succumbs to big corporate resume bias
“I've never, ever not seen a young founder not fall for big logos. Ever.”
Speechify has never succeeded in running profitable ads on Snapchat
“One, we try to run ads on Snap all the time. We never succeed.”
Weitzman: Meta is completely eating Snapchat's lunch
“I think they're overpaying creators, left, right, and center. And I just think that the lunch is completely eaten by meta at this point.”
Cliff Weitzman: Most long Slack messages should be phone calls
“Most long Slack messages should have been a phone call.”
Weitzman: Performance reviews fail due to lack of upfront goal communication
“So the problem is that you didn't communicate to them ahead of time what the goal was.”
Weitzman: Engineers get zero credit until code is shipped to production
“And so I have a philosophy that if you made something amazing, but it's not a production, it's a waste of time. Like you sh like you get no credit unless it's in production.”
Weitzman: Test Struggling Engineers in QA Before Firing Them
“So before letting them go, I'd actually rather put them in QA for a little bit, see how well they do in QA. And if they do well there, that tells me something. And we should not get rid of that person. Like, we should just coach them properly. But if they're a…”
Weitzman: Meetings Become Central Only in Companies Lacking Clear Direction
“The places where meetings get Like, become a core of a company is companies that don't know their direction, and so the meetings are used to try and find the direction.”
Weitzman: Team Leaders Should Be Their Team's Strongest Individual Contributor
“Like you should be the strongest individual contributor in your team if you're leading that team. If you need a people manager, we'll give you a people manager to manage the communication. But I want you mainly hands on keyboard coding, designing, talking to u…”
Weitzman: Replace Management Meetings with Daily Top Three Priorities
“Just have a habit of your team sends you their top three priorities every single morning. You don't respond unless the direction is bad, in which case you tell them this is the correct direction to go.”
Stebbings: Great talent does not require management or vacation monitoring
“And bluntly, I don't think great people need that much management. Vacation monitoring is not something that great people need.”
Speechify surpassed $5M in annual revenue four years after launching
“By four and a half years in, yeah, we were making more than five million dollars at that point.”
Weitzman: Speechify holds 94% of the B2C voice agent market
“We have 94% of the B to C voice agents market.”
Weitzman: Speechify reads to users more than any other AI product
“We read more to people than any other AI product in the world.”
Weitzman: Speechify enterprise sales team will use forward-deployed engineers
“Now that is exactly what we're doing now, but like front deployed engineers.”
Weitzman: Exponential personal growth comes from leveraging larger existing platforms
“And one of the common themes I saw is people sometimes have this exponential growth between the age of 29 and 35. And one of the things that happens is they're like a virus. They attach themselves to a larger organization from within, they license that organiz…”
Weitzman: Union Square Ventures has storied name but lacks strong leadership
“What I would do is I would join Union Square Ventures. I would join an institution that has a really storied name, but doesn't have particularly strong leadership. And I would become the leadership for that organization.”
Weitzman: MrBeast Intuiting Organic Content Conversion Is Driven by Data
“Jimmy knows what's going to convert in organic content. He just like, he has the algorithm in his head and it's just data. Like he has spent between the age of the 13 and today just studying what converts and he just like his dialed in on human psychology is i…”
Weitzman: Language-Free Content Performs Best Globally
“The content that converts the best is content that doesn't even require language because that works at every single continent of the world.”
Weitzman: Speechify's Top Ads Feature Books Instead of PDFs
“For example, for us, PDF is a complicated concept. Book is not a complicated concept. So our best performing ads include books, not PDFs.”
Weitzman: Live Streaming Is Now the Best Format for Content Creators
“Now, the best place to be a creator is to be a streamer. Partly because streams get clipped, and then those clips can get watched seven billion times in a week on TikTok and Instagram Reels and all these other places.”
Cliff Weitzman: Brother Tyler made 36x return on levered Nvidia options in 2022
“I just bought a bunch of NVIDIA stock directly. Tyler bought a three X levered option. It's now like 36 X up.”
Cliff Weitzman: Invested one-third of his money into Tesla in 2015
“Now my undergrad was renewable energy engineering. I put one third of my money into Tesla in 20, 25, sorry, 2015.”
Harry Stebbings: Investors must diversify broadly to identify elite founders to concentrate in
“The biggest lesson I have in 10 years of investing is you have to diversify to concentrate, and it, actually, what I mean by, I should have invested in everything, and I should have done, to find The Alan Changs, the Adam Ferogis, the Cliff Weitzmans. You have…”
Weitzman: Nvidia's 35x multiple is reasonable and stock has more upside
“35 is reasonable given how much they're growing. So yeah, I think they have a lot more juice.”
Weitzman: Hydroelectric capacity is fully maxed out globally
“So all the dams that can be dammed have been dammed. Hydro power is like the most efficient and easiest way to create. We just don't have ability to invest in hydro more.”
Weitzman: SolarCity succeeded as a financial innovator, not tech innovator
“SolarCity was not a technology company. They were a finance company that had convinced, I think it was JP Morgan, to amortize the value of a solar panel over 30 years, and they got them to underwrite the value of that.”
Weitzman: A/B Testing Is Abdicating Decision-Making to Users
“A-B tests are abdicating decision making to the user.”
Weitzman: Product-Market Fit Requires Iteration, Not Repositioning
“The most important thing for product market fit is not repositioning your product. It just stay in the game. Keep making iterations until it fits like a glove, and then you'll find success.”
Weitzman: Speechify lost hundreds of thousands of dollars in model hack
“The amount that we lost was like a couple of 100,000 dollars, but it was like not crazy.”
Weitzman: Speechify cut voice AI inference costs to single-digit dollars per million characters
“And we got it to the point of single digit dollars for a million characters.”
Weitzman: ElevenLabs inference costs range from $30 to $100 per million characters
“For the like standard model is anywhere from 70 to a hundred bucks. And for the V three fast model, it's like 30 bucks.”
Weitzman: Speechify has been profitable for a long time due to low inference costs
“And that's why the company has been profitable for so long.”
Weitzman: Speechify users do not churn because the tool is essential
“If you need a wheelchair, you're not going to churn from your wheelchair in the same way that people don't churn from Speechify.”
Weitzman: Apple will launch a Whisperflow competitor rather than acquire it
“Does Apple buy Whisperflow? No. Apple launches a competitor.”
Weitzman: AirPods made more revenue than Spotify and audio competitors combined
“And by the way, AirPods made more money Then Spotify and almost every other audio company put together every single year for the last seven years.”
Weitzman: Podcasts and audiobooks have reached 40% penetration in most markets
“Podcasts and audiobooks have 40% penetration in most markets today.”
Weitzman: Sam Altman has raised more money than anyone in Silicon Valley history
“No one has raised as much money as Sam Altman in the history of Silicon Valley like that.”
Weitzman: Anthropic is running circles around OpenAI in coding
“Anthropic is running circles around them right now, like especially in the coding arena.”
Weitzman: I use Anthropic for everything and almost never use ChatGPT
“I right now use Anthropic for everything, and I do not use Chachapiti for almost anything”
Weitzman: Government should provide free smartphones as a basic human right
“So like, first of all, my personal opinion, the government should give a free Android to everybody who wants one. Like you should be able to go to the social security office and just get a phone. Like it's a basic human right at this point, in my opinion.”
Weitzman: Long Meta as AI software tools elevate distribution value
“Which is by the way, why I'm really long meta in a world where it's easy to do engineering and easy to do design, more things launch and go to market. It becomes the most important thing.”
Weitzman: AI will drive a wave of adults over 40 returning to school
“I think there will come a wave of people going back to school after the age of 40, but school will be different.”
Weitzman: ChatGPT effectively estimates body fat percentage and designs workout routines
“Take photos of yourself and upload them to ChatGPT. Ask it, what body fat percentage am I, and what do I need to improve? And it's so good at giving you information now. And then ask it for the workout routine to take the parts of your body that you think you …”