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
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.”
May 18, 2023 neutral
May 18, 2023 bullish
Sep 6, 2023 positive
Oct 16, 2023 bullish
Oct 16, 2023 neutral
Oct 16, 2023
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…”
Sep 18, 2024 bullish
Sep 30, 2024 bullish
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 …”
Sep 30, 2024 bullish
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…”
Oct 28, 2024 positive
Aug 26, 2025 neutral
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.”
Aug 26, 2025 bullish
Oct 6, 2025 bearish