AI

“No, I don't. And look, there's nothing new here. This is the same doomer histrionics that we've been hearing from this crowd for a long time.”

“Because open source is what drops the cost of AI by 50 X and makes it available to everyone so everyone can benefit from AI and no one gets rich.”

“The only way to solve AI cyber attacks is with AI powered cyber defense. We all know that.”

“AI can do these amazing things. But if you need a human to do something as part of the process, AI doesn't really do that much for you.”

“What happened was the AI just did a bunch of brute force work to come up with this answer. And the work was done across many, many computers. 10,000 agents just means 10,000 applications running on a computer, talking back and forth to one another, sharing inf…”

“AI is a tool of leverage. For humans. AI is not some magical genius super god that sits above us that understands things we don't understand. Every piece of the open AI message set that went back and forth between these agents is documented, can be read by peo…”

“I don't think we're at a point where that poses a risk. It's the next model. It's the model with its own volition, basically.”

“This doesn't seem like a doom based bet. This seems like this bet also pays out in just like the good ending and like AI. Is real and delivers value. So your AI bets perform well, the market performs well, and money slides from US debt to data centers and AI b…”

“Well, I think, so here is another theory that I have, and ours is just my opinion, but I think with AI companies will, the right companies will transform themselves in holdings.”

“Well, I don't think if a kid is born now, by the time they are 20 years old, they will ever work. By then, I think AI will be at a point where humans don't work.”

“The way that folks need to think about it inside their businesses is that it's one talent system. It's one set of resources. You have to onboard the AI in the same way you do an information worker. You need to performance manage the AI in the same way you do a…”

“The business model itself won't fundamentally change. The fluidity of how you interact with it will.”

“Even if we get AI at human level capabilities, we're not going to see mass unemployment.”

“We don't even see any contraction in seats. We see AI as a tailwind, like every one of the sort of, the narratives you hear aren't coming to pass.”

“This is a winner's winner's market, not a winner's loser's market. And I just think that this idea that You know, it's a simple, it's an easy narrative. People love winners, losers. They love to think about massive disruptive shifts, or so, you know, tectonic …”

“Every AI use case, if you want to go towards agentic outcomes is going to need context.”

“You have to like leveling structures, like you have to foundationally reimagine how you operate as a company to be truly AI native or on the frontier versus I think The other option of it is you could say, hey, this is how I do things today. I'm gonna go slap …”

“One of our biggest realizations has been that humans will always be the center of AI. And how humans expand their creativity and their thinking through this is what is going to actually drive the next wave of this.”

“There's still AI is a very single player game. It's not a multiplayer game.”

“Actually, as AI nativity increases on one side, like if you think about the axis of impact certain human skills also become much more important. So when AI raises the bar judgment, Taste. Being a force of nature. These are all human skills that actually become…”

“And in fact, the core purpose is there's right now a lot of AI theater going on. So people only share the good things about AI. Nobody shares the experiments that went wrong.”

“It's kind of like just saying tasks are being Automated or eliminated. People are not being eliminated. I think tasks are being eliminated. And so if you take a company like any sort of company today, Coinbase or others that exist today it's not that I don't t…”

“Yeah, Molly, my hottest take is I really do think that we're re-entering kind of the world of the here and the now, and what I mean by that is I think being successful in real space, doing hard tech, building real things, and manufacturing with real tangible i…”

“AI is kind of what Calculus did for physics. AI will do for biology in the sense that it'll help us weave back together lots of very complex pieces that build these complex systems that then have certain properties.”

“I think we can basically predict where AI will certainly have superhuman capabilities. And those are all scenarios and all domains where we can either have a simulation and or a verification tool.”

“We're just nowhere near having enough training data for biology.”

“And as bullish and excited as I am about AI, I'm not a believer in this crazy hard takeoff. I think, yes, things will accelerate, but there are certain things that will just require time because of physics and constraints in the real world, such as like long-t…”

“And my theory here after thinking about this for quite some time is largely dependent on the elasticity of the demand of the product when its prices go down.”

“Boy, are we far away from The true upper bounds of any of the spaces of intelligence. And there's still so much further that AI can go in, in research.”

“We've reached a hundred billion in revenue in AI. It took SaaS 15 years to get to the same point. AI did that in four years.”

“So the TAM of AI can be 10 X plus bigger than traditional SaaS or healthcare IT.”

“Every one of those companies, for the most part, is showing acceleration of growth from AI.”

“Coding hit, but that's kind of a head fake, right? Like coding, coding is perfectly documented, right? So it has like perfect data. It's verifiable and it's simulatable, right? And so like most tasks in business do not share those three attributes. And so, you…”

“The bottleneck in AI today is not demand. It's on the supply side. So you got energy, the grid data center, then you got chips, then you got frontier models and apps.”

“We mapped that there's something like 17,000 monthly AI related job losses, but that that's less than one percent of the 1.7 million jobs that are lost every month.”

“You know, to me, that's just a sign of confidence that they have in their artificial intelligence that, like, they're willing to push, make this push again. Obviously, AI is going to be central to any device like this, and Apple must feel good about it.”

“And I think that that information flow will change with AI where You will have access to everything that's happening in a better granularity than you could ever have before, because it summarizes that back and back and forth.”

“Blend will be increasingly important, and everybody talks about taste now, how, like, taste will be the finding front of AI, and behind the buzzword, I think there is a lot of truth to that, where, yes, increasingly everybody will be able to create everything,…”

“AI is more an enabler than a disruptor of our business because AI will help us streamline a lot of our operations. I also look at our business as something which is AI proof because With the amount of interaction with digital media as well as AI and technology…”

“I would tell the 25 year old there's enough platforms, there are enough people working on AI, there's a lot of competitor overcrowding, don't go there, start a boutique hotel business, or start very nice, clean, budget hotel business, and you will have a lot o…”

“So anything that is community-based that involves human touch would boom. So tech is there, AI is there, but for human connections, such communities are coming into picture and you would see so many of them coming right now. And the next six years or maybe fiv…”

“Proving this, ah, this, these equations is unlikely to actually have any measurable impact, and that's sort of agreed upon, and physicists have sort of chimed in with this take that, ah, this doesn't, this won't actually move the discipline of engineering forw…”

“Knowing nothing else, this should be your prior, because this is how productivity in competitive markets almost always works. A new technology comes out, it supports investment, it enhances productivity, everyone hires to go after all the different, ah, battle…”

“Add it all up, and the economist estimates that AI so far has created around one million new jobs in America that easily exceeds the roughly 200,000 layoffs attributed to AI since mid-twenty-twenty-three.”

“To Kyle's question, the odds of it being regulated and you not being able to use it in your app, that's a risk tolerance thing, but to me that feels highly unlikely. I think if it's going to be, if it was going to be regulated to not be able to be used in B to…”

“And I think it's easier as one person with AI, because you don't have someone saying, oh, that's like extra work to do.”

“If I was a Entry level marketer today. That's the worry, the job that I'd be worried about. That's where I would say you need to go and learn AI so that you can be you can be the one that's managing the AI, not learning how to do the work that AI is doing now,…”

“One of the things I think is difficult sometimes is it doesn't know Like, it doesn't know how to, like, balance importance of things. Sometimes, like, if you just gave it the recording of 10 customer calls, it might, if somebody says something really passionat…”

“There's so much AI that it is, it makes the interaction of, like, actually coming together as a virtual community, it's, there's, you have to, like, jump over that to be able to actually interact with real human beings, that it's gonna create a new premium on …”

“I think a lot of AI, it's just re-scrambling what's happened in the past, so it's hard to get innovation from that, whereas that's the beauty of the human mind.”

“Like, it's those types of always-on sourcing use cases that I think in the past were incredibly manual, and now it's the type of thing AI is superhuman at, and our team can focus on closing great candidates and getting conversations with great candidates and n…”

“AI is not good at telling you what to take out. It's very good at, okay, here's more, more ideas. Here's more stuff. And something that's come up a number of times on the podcast is that's a big opportunity. That's a big space for humans to continue to be very…”

“In a lot of the places where people think AI is, is dumb or maybe not as impactful as it's been promised, A lot of that I think is downstream of it just being harnessed in the wrong way. And so if you kind of give access to a much larger set of things, if it h…”

“If you delegate something to someone and you're like, I know I'm going to have to be thinking about this while you're doing it. And I know it, like, Probably is not going to be quite there, and I'm going to have to intervene and kind of steer it slightly. You'…”

“So there's only one hindrance in today's world for AI is security. If there was not a security concern, security would be AI would be 10 X.”

“India has been pretty successful at developing a tech industry. It's not in the frontier of AI. I think it may get there faster than people think.”

“Automating your foreign policy decision-making process increases deterrence, and so we've turned that over to the AI, and if the AI thinks you're doing this, wham, right? And anything less than that is, no, I'm leaving a human decision point because I might de…”

“Like, as a human, if you have some, like, wrong path you go down for a while, it can be hard to, like, rewire your brain to, like, start over and, like, try a different path. Like, you're kind of, the initial idea is kind of linked in your brain with these oth…”

“Even if AI get, you know, continues getting, like, exponentially better at math, like, it might, you know, plausible will never solve something like P versus NP.”

“And when I do those things, I save time and time is worth money. But on the business side, when I create something that generates value for the business, They make more money and then they want more of that thing.”