AI Wave
topic on 9 shows · 12 statements across 11 episodes
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12 statements about AI Wave, every show
Chamath: AI wave feels 100x bigger than mobile and social
“This wave feels like a hundred times bigger than that.”
Lonsdale: AI Enterprise Value Will Be 10X Larger Than Cloud SaaS
“I think it's worth like 10 times as much. And I think that's true of this wave in general. There's some like huge multiple difference right now. So whatever we did the last 10 years is like exponential.”
Kaniowski: Pure SaaS companies were overvalued and AI is lowering their multiples
“My reaction to that dropping valuations is that I have the impression that pure SaaS companies have been overvalued for the past years, and now the AI wave is a reason for them to be valued at lower multiples.”
Escobari: AI wave is healthier than dot-com because Big Tech funds capex
“The biggest difference relative to railroads and dot com, Is the funds are coming from really rich companies. The magnificent six who are printing money out of their dominant positions are reinvesting a lot of this money into the capex that's powering all this…”
Ghosh: Bay Area AI Dominance Shows No Signs of Slowing
“What you and I both talked about is you see a secular movement of those founders coming to the Bay Area for multiple reasons. One is they want to be closer to the AI wave which surely is the deepest here and the highest here right now, and there is no sign of …”
Martin Casado: AI is disrupting software itself
“Software was always the disruptor. One of the most exciting thing about the AI wave is, like, software's being disrupted.”
Casado: Consolidated AI infrastructure companies will maintain high profit margins
“For the AI wave, yeah, for sure, like, this is extreme, but it will slow down, and then the consolidation will happen, but I guarantee you'll just end up with these great companies that maintain margin, like, AWS still has great margins, you know, Google still…”
O'Driscoll: The AI boom will fuel 30-year tech career horizons
“Because that wave is going to last them the next 30 years. In much the same way, you know, you started out in, if you think back, starting out in SAS in 2002 thousand, or whatever, four or five, great call, gives you a 20 year horizon.”
Casado: Strong balance sheets prevent AI infrastructure market crash
“You have a much better foundation. Much, much better foundation for the AI wave, right? Like the primary investors are the big three cloud companies. They've got hundreds of billions of dollars on the balance sheet. Even if all of this goes away, they'll be fi…”
Shipper: AI wave reopened low-hanging fruit for 'build-for-yourself' apps
“I think one of the interesting things about the AI wave right now is it sort of resets the playing field where there's a lot of low hanging fruit of things to build. And so it becomes that that's a real opportunity to build things for yourself that like was no…”
Levie: More private SaaS companies will succeed than expected years ago
“I think we've been afforded the amount of time, partly because of the AI wave you know, partly because of some kind of, you know, soft landing in the economy where, like, there's going to be a lot more successful outcomes here than I think we would have probab…”
The AI adoption cycle will be twice as fast as mobile
“We think that AI, the AI wave has already, in fact, begun. We're probably three, four years into it, and we expect that, as in prior waves, the adoption cycle for AI-powered products and platforms will be shorter. From the web to the social mobile, we saw adop…”