Adam D'Angelo
24 statements across 5 episodes · 15 bullish · 1 bearish · 3 people on the record · first statement Jan 2, 2019 by Ben Horowitz · said 8 times in 4 episodes since 2019 · across every show →
On the record as a speaker too: Adam D'Angelo's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Sonal Chokshi (3), Ben Horowitz (2), Aaron Levie (2), Sherman Wu (1)
tap a year for its mentions
2025 3 mentions in 2 episodes 2 per episode
2024 1 mention in 1 episode
2019 4 mentions in 1 episode
Everything said about Adam D'Angelo, oldest first
Jan 2, 2019 positive
Mar 20, 2024 positive
D'Angelo: Hands-on experimentation beats top-down market analysis for AI startups
“I think it's very hard to just kind of, like, think top down about where there's demand in the market. I think experimentation is really the way to go to generate ideas and to set up a, you know, a startup that's going to be able to build something really valu…”
Mar 20, 2024 bullish
D'Angelo: Frontier AI model providers will maintain strong profit margins
“And so it's, you know, right now it's OpenAI, Google, maybe Anthropic. Maybe, maybe Meta can be there. Those who can get there, I think it's going to be good business. You'll be able to make a lot of money. You can have good profit margins. You'll have to work…”
Mar 20, 2024
D'Angelo: AI companies must choose between scale at frontier or feature differentiation
“So I think there's going to be this kind of choice where you're either competing on scale by being on the frontier, or you're competing on some kind of, like, Feature differentiation, and in that case, you don't need a frontier model, and in some cases, you'll…”
Mar 20, 2024 bullish
Adam D'Angelo: AI scaling laws will drive exponential progress for many years
“So far they have held. My prediction would be there are some issues that need to be overcome, but there's just this incredible industry, so many talented people right now who are trying to Make this technology advance, and there's so much money behind it. The …”
Mar 20, 2024 bearish
D'Angelo: Non-frontier AI models six-plus months behind face brutal commoditization
“I think when you go six months behind the frontier, even definitely one year, it's brutal. There's just way too many people that are able to get the capital and the resources to train those models. And so it's going to be either fully open source or there will…”
Mar 20, 2024 neutral
D'Angelo: Most AI model developers lack capacity for consumer products
“If you're a large model creator and you have You know, you have tens of employees that you can allocate to building a consumer product, and you have the culture to do that, then you can, you know, you can go direct to consumer and you can build a good product.…”
Mar 20, 2024 bullish
D'Angelo: API distribution is best path for most AI model startups
“And I think different startups will choose different paths here, but I think for a lot of them, the right path is going to be to just set up an API or plug into the PO API and use that to get to a lot of consumers very, very quickly.”
Mar 20, 2024
D'Angelo: Mass-market AI products require traditional consumer internet optimization know-how
“There's actually a lot of this kind of, like, consumer internet know-how that's important in getting a product to mass market. So this is things like building applications across iOS and Android and Windows and Mac, localization of the interface, A-B testing, …”
May 2, 2024 positive
Horowitz: Early Facebook growth success hinged on low team turnover
“One of the keys to Facebook at the time's growth team was that they had the exact, not just that they had a growth team, but they had the exact same people on it for years and years and years. The reason was the work they were doing was fairly alchemistic in n…”
Jul 14, 2025 neutral
Nov 7, 2025 bullish
Adam D'Angelo: Current LLM architectures are not hitting performance limits
“I don't think so. I mean, I think there are certain things like memory and learning, like continuous learning that are not very easy with the current architectures. I think even those you can sort of fake and maybe are, we're going to be able to get them to wo…”
Nov 7, 2025 neutral
Nov 7, 2025 positive
Adam D'Angelo: Subscriptions allow AI startups to monetize immediately without scale
“Like you couldn't build a good ad business until you got to 1,000,010 of millions of users. And now with subscriptions, you can just charge right away. I think especially thanks to things like Stripe that are making it easier. And so that, that, that's also ma…”
Nov 7, 2025
Adam D'Angelo: Quora built Poe because GPT-3 answers failed to match humans
“The way we got to it was we, in early, we started experimenting with using GPT-III to generate answers. For Quora. And we compared them to the human answers and sort of realized that they weren't as good, but what was really unique was that you could instantly…”
Nov 7, 2025 positive
Adam D'Angelo: Computer science fundamentals will remain essential for managing AI agents
“Having these skills to understand the sort of fundamentals of what's possible with algorithms and data structures, I think that actually really helps you in, in managing agents when you're using them. And I, I'm guessing that it will continue to be a valuable …”
Nov 7, 2025
Nov 7, 2025 bullish
Nov 7, 2025 bullish
Adam D'Angelo: Current AI paradigm is far from diminishing returns
“I think the current paradigm is pretty good. And I think we're nowhere near the sort of like diminishing returns of continuing to push on it. And I bet. Yeah, I guess I would just bet that you can keep doing different innovations within the paradigm to get the…”
Nov 7, 2025
Adam D'Angelo: Data will become the primary bottleneck for AI development
“As you have, you know, as intelligence gets cheaper and cheaper and more and more powerful, the bottleneck, I think, is increasingly going to be on the data and what do you need to create that intelligence? And so that's going to cause this, that's going to ca…”
Nov 7, 2025 bullish
Adam D'Angelo: AI computer use will automate major work within two years
“And then there's some things like computer use that are still not quite there, but I think we'll almost definitely get there in the next year or two. And when you have that, I think we're gonna be able to automate a large portion of what people do.”
Nov 7, 2025 positive
Adam D'Angelo: Network effects play a smaller role in AI than Web 2.0
“I think network effects are playing much less of a role now than they did in the web two era also, and that, that makes it easier for competitors to get started. There's still a scale advantage because, you know, if you have more users, you can get more data. …”
Nov 7, 2025 positive
Adam D'Angelo: Hyperscaler market balances fast-falling prices with high R&D investment
“There's enough competition among the hyperscalers that the... As an application level company, you have choice and you have alternatives and the prices are coming down incredibly quickly. But there's also not so much competition that the hyperscalers and the, …”
Nov 7, 2025 bullish
Adam D'Angelo: AI tools will replace 100-person software engineering teams within years
“And if you imagine that they're going to get there, and I think there's no reason why they wouldn't, it'll take a few years, but then it's like everyone in the world is going to be able to create any things that would have taken a team of a hundred professiona…”