AI industry

“Where we are in the industry right now is that from the outside, we can't really see what's happening in these kitchens. So you have no idea how they made that decision.”

“So I think what we will, we're likely to see kind of a great kind of Cambrian explosion of innovation across all sectors, you know, big companies, small companies, and so forth, provided that the regulation doesn't outlaw the small companies. But that would be…”

“And that doesn't mean there's no like boom and bust and all that, because that's just the nature of technology. You know, people get too excited and then they get too depressed. So there'll be some of that, I'm sure. There'll be over build outs, you know, pote…”

“But I mean, when people are writing these articles about the fact that the AI industry is, you know, pumping all this money into the system, Certainly, like, I'm not suggesting that there's not money in the system. We're obviously active on the political and p…”

“I, I'm kind of bearish on, on, on true AGI breakthrough because what we built is so useful and economically valuable.”

“One of the things that is very different between crypto and AI that we've noticed is that on the crypto front, everybody just wanted rules and the industry was relatively unified.”

“I tend to think the AI industry is going to be structured a lot like the computer industry ended up getting structured, which is you're going to have a small handful of basically the equivalent of supercomputers, which are these like giant, you know, kind of w…”

“But I think it's more likely we remain supply constrained for the next three years than then we end up in bubble territory.”