generative AI
37 statements across 25 episodes · 20 bullish · 8 bearish · 23 people on the record · first statement Nov 9, 2022 by Karen X Cheng · across every show →
Everything said about generative AI, oldest first
Nov 9, 2022 positive
Nov 9, 2022 positive
Karen X Cheng: Corporate AI Will Shift From PR to Workflows in 2023
“In twenty-twenty-two, it is most certainly a gimmick and a headline grabber. It is like, let's be innovative. Let's be first. Let's be on top of this. I would imagine in 20, 23, the answer to that will be probably be different. People will actually start using…”
Nov 9, 2022 bearish
Karen X Cheng: AI Will Create Downward Price Pressure for Most Creators
“And so what's probably going to end up happening, unfortunately, is that there will be like the more well-known people who can still charge higher rates, but then for the vast majority of people, like there's such insane downwards pressure on it”
Dec 27, 2022 neutral
Jan 9, 2023 neutral
Andreessen: Generative AI projects existing human knowledge rather than creating new thought
“It's not literally creating new information. Like, what it's doing is, it is it doesn't have, like, it has no opinion. It has no, like, point of view. It has no, like, you know, it's not sitting there, like, thinking on its own, coming up with some new thing. …”
Jan 9, 2023
Andreessen: Modern AI software deploys directly online to consumers first
“50 years ago, a new technology like this would have been, like, deployed in the government first, and then in big companies, and then years later in the form of something individual people could use. The model today is, like, it's just online.”
Jan 25, 2023 bullish
Wang: Generative AI will drive 100x performance gains in enterprise workflows
“AI will drive 10 to a hundred times performance improvements, showing companies that there is a new way to work, Advancing from text to image to more complex workflows, such as text to SQL queries, or eventually text to Excel modeling and more.”
Mar 9, 2023 neutral
Parsons: Generative AI tools will be used quietly like green screens
“I suspect that when to an extent when you see these things used, especially in prominent contexts, they might not be advertised as such. Much is like green screen, right? Like when green screen is used in films, you shouldn't be like, that is an amazing use of…”
Mar 9, 2023 neutral
Parsons: Generative AI must evolve beyond text boxes for better usability
“The whole challenge and the whole opportunity, I think at the moment was like, how do you go beyond the text box? How do you go beyond this, like just blank rectangle to create something that is more user friendly, that's more inspiring. That's more how people…”
Mar 9, 2023 bullish
Smith: Generative AI value must ladder into practical commercial use cases
“It's fun to play around in these tools, but ultimately there, while there is a market for just interesting art in the world, a lot of this will need to ladder back into, you know, whether it's blog post sharing images, whether it's creating, you know, the next…”
Mar 9, 2023 bullish
Parsons: Generative AI creates a massive market opportunity for editing apps
“Actually, I kind of think it's a big opportunity for, like, the photoshops of this world, because those are tools that presuppose you have some kind of original image to be able to, like, manipulate, whereas now there's a huge amount of, like, raw but maybe no…”
Mar 9, 2023 negative
Parsons: Generative AI fails when forced to produce highly specific work
“That's kind of the limitation of weather technology. Is at the moment, which is, it's amazing until you're trying to do something very specific. And especially if you want to do something very specific, this also to like a very high, like a professional standa…”
May 25, 2023 bullish
May 25, 2023 bullish
May 25, 2023 negative
Jun 26, 2023
Jul 27, 2023 bullish
Khan: Star Trek-style immersive VR learning will happen in next 5 years
“And then I think you start to merge these things with platforms like you're hearing, and it becomes completely immersive. You can go to ancient Rome, you could talk to Caesar, you could talk to Cleopatra It, it's like the holodeck on Star Trek, and I honestly …”
Jul 27, 2023 positive
Sep 25, 2023 bullish
Casado: Generative AI will drive productivity expansion and create new jobs
“I personally believe when it comes to creating any creative asset or any sort of kind of work automation, clearly the demand is elastic, right? I think the more that we make that, the more people consume, and so I think that we're very much looking forward to …”
Sep 25, 2023 neutral
Ghodsi: Internal enterprise turf wars are delaying generative AI adoption
“There's like a food fight internally at the large enterprise, which is I own generative AI, not Ben. And then you go around and say, Hey, I own generative AI. And it's like, no, no, no, my team is building. So, so there's this, you know, food fight internally …”
Sep 25, 2023 negative
Horowitz: a16z sees zero generative AI traction in large enterprises
“Every company that has traction is in a category like selling to developers, or selling to consumers, or maybe selling to, like, small kinds of, you know, law firms or these. Kinds of things, but we haven't seen anybody with any traction in the enterprise.”
Sep 25, 2023 bullish
Oct 1, 2023 bullish
Andreessen: Generative AI will allow every screenplay to be rendered as video
“Most, look, oh, look, most people who write a Hollywood screenplay never see it produced. They never see it on screen. Right. And now all of a sudden, like all of those screenplays could be produced. Right. And turned into, you know, maybe not a movie that's c…”
Dec 16, 2023 positive
Dec 17, 2023 bullish
Guo: Generative AI will lower anime game production costs
“Many people will be generating both like Mods and fan art, but also people will be using this in the production setting to get anime games out for cheaper and getting them out at, like, very high quality. So I think that will definitely happen for sure.”
Mar 5, 2024 bullish
Casado: Generative AI will expand overall economic growth rather than eliminate value
“Even though the costs drop, the total throughput, the total use increases by a lot because it becomes more accessible. And so rather than removing drops or removing value, this tends to expand growth. Like the internet almost certainly expanded growth in the U…”
Apr 24, 2024 bullish
Andreessen: Generative AI will easily replace white-collar email jobs within five years
“As the generative AI revolution hits white-collar work, you know, over the next five years, like, I suspect, I'll put it this way, a reason for bullishness on AI in the workplace is I suspect it may be easier than it looks to replace a lot of white-collar work…”
Jun 11, 2024 negative
Olivia Moore: One-shot AI generation tools are gimmicky and unfit for deep work
“In some ways, it's a little bit of a, and I say this lovingly, like, gimmicky product, because you might use it as like a fun thing to send to a friend or to post on Twitter or something, but you're not likely to do deep work in it.”
Jun 19, 2024 bearish
Andreessen: Generative AI prompts will render manual pixel editing obsolete
“Because you'll live in this new world, and in the new world, you'll just tell the machine what you want for a photo, for an image, and it'll generate you as many options as you want, and it's generating you something that's better than you would have been able…”
Nov 21, 2024 positive
Amble: AI shifts marketing from one-to-many to many-to-many
“Now we can start creating way more content and really matching the content and to the individual. So instead of it being, you know, a message of like, you know, one to many, it's a many to many relationship which is really exciting to see.”
Feb 5, 2025 bearish
Ulrich: Generative AI solutions are not yet ready for direct consumer use
“There's enthusiasm, but I, it's definitely not unbridled as people are very worried about the accuracy, the hallucination, the efficacy of these, and particularly as you start pointing these to customer facing solutions, there's a very high bar on what that's …”
May 23, 2025 negative
May 31, 2025 positive
Dec 12, 2025 neutral
Jun 8, 2026 bullish
Jun 8, 2026
Evans: AI differs from past tech shifts because physical limits are unknown
“The way that all of this is sort of fundamentally different from previous platform shifts, is that with, you know, three G or the iPhone or the web or whatever it was, You didn't know what was going to happen next, but you knew the physical limits. Like, you k…”
Sep 4, 2026 bullish
Mildenhall: Spatial creative workflows require stateful assets over ephemeral prompting
“Like, this statefulness and persistence is so key in how people think about spatial reasoning and, like, developing an environment over time. Like, people don't think in this ephemeral, like, generate a thing, like, just throw it away, keep my text prompts. Li…”