AI companies

“A lot of the people who did this kind of work, the sort of trust and safety or censorship work at the internet companies had just rotated and joined the AI companies.”

“Inside some of these companies, there's at least the beginning of a, you know, the beginning of a purge, retrenchment, rethink on, on, on these topics.”

“The companies are very big, but the moats aren't very wide. So the way to think about it, it's like we're basically at search in the, on the internet circa, 1997, when there were 37 search companies, none of them called Google.”

“They said this was for safety reasons. I think it just happened to be very good for their defensibility. I don't believe the safety thing”

“And I think the AI companies have actually invested more into that. Then they have into how do I make sure my AI is securely coding and not manufacturing vulnerabilities.”

“I think that this is an alignment issue and alignment is the number one largest issue that AI companies face, and there's a lot of really smart people working on it. And so I think as they fix the problem for how do I make sure my AI is literary, Creative not …”

“I would expect alignment is going to continue to improve over time, and I expect it will continue to be one of the largest challenges that AI companies face as their AIs become more powerful, Develop techniques to lie to us, for example, or, you know, you need…”

“And the reality is most AI companies don't know what value they're generating yet. Like this is like so new and so nascent that it's like, hey, we're just going to charge something that we're not going to lose money on.”

“Yes, I think the demographic estimate is something like seven percent of Americans are like these sort of extreme progressives, which basically is the AI, you know, most of the AI companies except for, you know, maybe except for Elon. And so you've got seven p…”

“Like, you truly really care not just about training the best model for this use case, but also what your users actually want and what they're doing in a way that I think very few AI companies today do.”

“AI companies are growing faster and are larger than even we expected.”

“And we're seeing this happen at so many companies, and these companies are scaling so quickly because they really are selling into clients or, you know, end users and saying, hey, we'll do this job for you. We're not giving you software. We're gonna do a job f…”

“I think the AI companies that have launched these AI browsers may come to regret it, because there's something called Chrome that has whatever it is, five billion users, and if you're Google you know, you can just go look at what happened with Google Buzz.”

“In many ways, AI companies are trying to invent new surface areas, new user experiences. I don't think that's possible without a really strong product design team.”

“Right now the amount of money companies are actually earning in profit, not including the cost to develop the models initially, is, seems to be, like, very positive, such that if they stop developing bigger and bigger models, and just stick with the ones they'…”

“This new wave of AI companies is growing revenue, like just like actual customer revenue, actual demand, translated through to dollars showing up in bank accounts at like an absolutely unprecedented takeoff rate.”

“The AI companies are getting bigger faster than anything we've ever seen. The investment amounts are bigger than anything we've ever seen.”

“The fastest growing AI companies are reaching a hundred million bucks of revenue significantly faster than the fastest growing SaaS companies in their era.”

“Gross margins are a little bit worse for AI companies.”

“Roughly speaking, the AI companies are growing two and a half times plus faster than the non AI companies.”

“And I think if you were to do that same comparison for 2026, all of the entire public software industry, I mean, SAP, this is not just SaaS, like including SAP and older software companies. I think the AI companies, the model companies will be something like 7…”