AI

also referred to as: artificial intelligence

15 statements across 9 episodes · 9 bullish · 2 bearish · 6 people on the record · first statement Oct 17, 2022 by Peter Fenton · across every show →

Everything said about AI, oldest first

Oct 17, 2022 bullish
Opinion
Fenton: AI and crypto lack Big Tech incumbency barriers, unlike AR/VR
“I think that somewhere between AI, crypto, and Not AR VR, sorry for the future AR VR. But I think those areas don't have the incumbency of some of the traditional, you know, network effect giant trillion dollar market cap companies.”
Peter Fenton Oct 17, 2022 ▶ 1:40:02 Benchmark Part II: The Dinner · Acquired
May 18, 2023 neutral
Prediction Not checkable as stated
Ek: AI-generated audio will become indistinguishable from real recordings
“It's totally possible for us to make an entire episode where We're saying totally different things than what we're saying now, and it, at some point in the future, might be virtually indistinguishable from the real thing.”
Daniel Ek May 18, 2023 ▶ 1:12:59 Spotify CEO Daniel Ek · Acquired
May 18, 2023 bullish
Prediction Not checkable as stated
Ek: AI will drastically lower the software barriers to music composition
“From there on to actually compose something, getting into the ID of the workflows, the plugins, all that kind of concepts, it's quite a lot to master. And I think that's the potential power with something like AI, obviously.”
Daniel Ek May 18, 2023 ▶ 1:02:55 Spotify CEO Daniel Ek · Acquired
Sep 6, 2023 positive
Assertion Supported
Nvidia is using artificial intelligence to design its own semiconductor chips
“They're actually using AI to design the chips themselves now.”
Ben Gilbert Sep 6, 2023 ▶ 1:18:00 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Oct 16, 2023 bullish
Prediction Not checkable as stated
Huang: Tech companies will become much larger as they manufacture intelligence
“Don't be surprised if technology companies become much larger in the future, because what you produce is something very different.”
Jensen Huang Oct 16, 2023 ▶ 1:27:19 NVIDIA CEO Jensen Huang · Acquired
Oct 16, 2023 neutral
Opinion
Huang says workers will lose jobs to AI users, not AI
“It's more likely that someone, ah, will lose a job to someone else Some other human that uses an AI, you know, and not, not likely to an AI, but to some other human that uses an AI.”
Jensen Huang Oct 16, 2023 ▶ 1:04:21 NVIDIA CEO Jensen Huang · Acquired
Oct 16, 2023
Insight
Huang: AI computing is the inverse of traditional hyperscale cloud computing
“Observation that whereas cloud computing started in hyperscale, which is about taking commodity components, a lot of users, and virtualizing many users on top of one computer, AI is really about distributed computing where one job, one training job is orchestr…”
Jensen Huang Oct 16, 2023 ▶ 40:59 NVIDIA CEO Jensen Huang · Acquired
Sep 18, 2024 bullish
Prediction Not checkable as stated
Zuckerberg: Full-scale AI will arrive before AR holograms
“A few years ago, I would have predicted that AR holograms would have been available before kind of, like, full-scale AI. And now I think it's probably gonna be the other order.”
Mark Zuckerberg Sep 18, 2024 ▶ 17:26 The Mark Zuckerberg Interview · Acquired
Sep 30, 2024 bullish
Prediction Not checkable as stated
Zuckerberg: Holographic smart glasses will be the ultimate form of AI
“It's going to be, I think, the ultimate Digital social experience, and I think it's also going to be the ultimate incarnation of AI, because you're going to have conversations where it's like, alright, there's some people, it's like maybe like, I'm physically …”
Mark Zuckerberg Sep 30, 2024 ▶ 1:21:49 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
Sep 30, 2024 bullish
Disclosure
Zuckerberg: Meta must build AI and hardware platforms to avoid mobile gatekeeper dependence
“We've just been, we've been through too much stuff with the other platforms to fully depend on, on anyone else, and we're a big enough company at this point that, like, we don't have to, right? We can build our own core technology platforms, whether that's gon…”
Mark Zuckerberg Sep 30, 2024 ▶ 1:43:08 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
Oct 28, 2024 positive
Assertion Supported
Gilbert: Zuckerberg accurately forecasted Meta's 10-year focus on AR and AI in 2015
“Mark was actually two for three on, he was forecasting, like, in 2015, what are we gonna Be focused on 10 years from now. That was one of them. Or the other two were augmented reality and AI.”
Ben Gilbert Oct 28, 2024 ▶ 6:03:57 Meta (Audio) · Acquired
Aug 26, 2025 neutral
Opinion
Brand Reputation Risk Meaningfully Delayed Google's Consumer AI Development
“The Google name meant something. And still does, by the way, which I think held them back in AI for a while. They know the Google name means something, so they are reticent to throw their name on it until they got kind of shoved off the cliff.”
Ben Gilbert Aug 26, 2025 ▶ 3:48:36 Google Part II: Alphabet (Audio) · Acquired
Aug 26, 2025 bullish
Opinion
Google Maps Is a Top Strategic Data Asset for the AI Era
“And we're not going to talk about this today, but put a pin in for the next episode is one of the most incredibly strategically valuable data assets for the AI era and specifically for self-driving cars.”
David Rosenthal Aug 26, 2025 ▶ 41:15 Google Part II: Alphabet (Audio) · Acquired
Oct 6, 2025 bearish
Prediction Not checkable as stated
AI Will Capture the Highest-Value Search Query Use Cases
“AI might take away the majority of the use cases of search, and even if it doesn't, I bet it takes away a lot of the highest value ones.”
Ben Gilbert Oct 6, 2025 ▶ 3:45:02 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 6, 2025 negative
Assertion Not checkable as stated
Neural Networks Were an Unrespected Subfield of AI in 2007
“At this point in history. I mean, neural networks were not a respected subtree of AI.”
Ben Gilbert Oct 6, 2025 ▶ 30:29 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
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