Companies

“I think it will have to happen, and I think probably as companies will get more efficient and probably they will need less people working for them. Probably they will get taxed more to make sure that we can distribute universal income to everybody.”

“As you think about in many, many ways, I mean, people have been combating bots that are, you know, coming in and just swarming social media networks just to kind of make sure they get enough click throughs and so on. So I think companies are ready for that, th…”

“And so like the risk to all these companies that are slow, Is that they're going to be outcompeted even if their competition is wrong, right?”

“So, today when we say there's not enough compute, it's not like all the money that the companies are putting in today manifests in compute tomorrow. No, it all manifests in compute in twenty-twenty-eight and twenty-twenty-nine.”

“I think in three years, companies will essentially be, like, board of directors, where 20% of the work is the strategy and the thinking, And then agents just do 80% of the execution, right?”

“I think startups are really like the main thing that keeps the economy from becoming stagnant. I think companies do just like drift towards suckiness, and startups will continue to be important forever.”

“We get through most of the existing captured inventory of companies in the next four or five years.”

“A number of companies Describe themselves as having a lot more inventory of wells to drill than we can justify with facts, and I'll just leave it at that”

“In 18 months, many companies would have maybe trillions of tokens, which of internal company data, proprietary data. I'm talking about like maybe trillions. It sounds exaggerated, but I don't think it's an impossibility if they're really AI native.”

“Research shows that companies that put brand management or image management over problem solving tend to deteriorate pretty quickly.”

“Most companies do revert over time to cost capital.”

“Most companies are about to have the exact same problem. They're going to have 10 AI tools, 50 workflows, a bunch of half working automations, and nobody understands how to turn that into an operating system, which is what they really want.”

“Average holding time of stocks is like dramatically down. Lifespan of companies is dramatically down. Average tenure of executives is dramatically down.”

“The only reason that companies will do the centralized thing long term is if the models are sufficiently better that they have to. I think?”

“I think companies lose an opportunity to become more than just a vending machine for software when they're not willing to say, hey, we are really strongly opinionated about the best way to do this and why.”

“I think the same thing is happening right now with agent first apps. So it's going to be hard for companies to basically do the transition to become agent first. And I think that's the opportunity for people listening right now.”

“Absolutely. I think that It's objective.”

“The needs of product and companies are extremely divergent unless you're taking a perspective three years out, at which point they kind of become to come to the same point and actually augment each other.”

“When it's all said and done over the next three years, there's going to be two types of companies. Those who are great at AI and those who went out of business.”

“Right now, many companies are incentivizing people to use AI by counting tokens.”

“Companies need to be very clear which are the profit pool products and which are the retentive products. If you confuse the two, your teams don't know and they're built for the wrong outcomes.”

“We see many examples actually in mega funds of partners leaving the fund and the companies orphaned within the mega fund because their partner has left. And now they don't have a single person to advocate for them in any way, shape or form, and they're adrift.”

“Some of the companies that are not hiring young people, They're making a huge mistake because young people are more AI maxed, as you could call it, like looks maxing, AI maxing than anybody else.”

“So many companies, regardless of how successful they are, reserve their best efforts only to invest in the thing that they sell. Don't invest that same amount of energy into how they make people feel, which to me feels counterintuitive. These companies, they a…”

“Usually a company is extracting much more value out of you. Naturally, like five to one, 10 to one, a hundred to one, right?”

“The companies that, the found, that, where the, like, founders are buying, or the companies are buying huge amounts of stock back, like, that, that to us would make one more bullish on that company versus, like, another company, a hundred percent.”

“Most companies do this thing where they use the word retail investor as though it's a swear word.”

“The most profitable companies are going to be the ones tapping into an immature prefrontal cortex of an American male.”

“It's the companies that do this well will exist. The companies that don't do this well, like, I feel really strong on this. They will not exist. They will shrink to nothing. They'll asymptotically approach, you know, zero.”

“The idea that you should wait until it's perfect to do anything, I think is a death sentence for companies who have that, that mentality.”

“The best companies have hostages, not customers.”

“A lot of companies have blamed AI for firing people. I think it's just an excuse for a lot of these companies to just get rid of people. I think the companies that are actually letting go of people, it's not because AI is replacing them.”

“The best-run companies develop their own managers from within. They rarely seek outsiders. In fact, it's a sign of weakness when a company goes outside too often for management personnel.”

“So I think what a lot of founders forget is that the investors need the companies more than the companies need the capital. Because the company can go on its own, right? And capital is fungible and basically a commodity, whereas the companies are not.”

“There's a lot of good ideas that you need to test out at small scale. And in a university, you have a lot more freedom to pick pretty risky ideas at a small scale, but still, you know, no one's asking you to justify your research in, in ways that, that often h…”

“One of the core reasons we trust companies today is because they're composed of a diversity of people. You can trust to some extent that if there's reasonable culture at a company, that if the company decides, if the CEO decides to do something bad, that someo…”

“Companies are technology themselves they are technology by which You create part of what they create is social acceptance for, you know, people, maybe tens of people, hundreds of people, 1010 of thousands of people, depending to spend all their day pursuing a …”

“The vast majority of time inside of a company is on the stuff that really is not strategic. It's sort of necessary work, but it's not strategic to get done.”

“You know, the vast majority of companies shouldn't necessarily try to do good. I think what they can do good is do good by their team. Make sure what they're doing does no harm. But creating a big business in its own right that, that serves customers or serves…”

“I think it's coming. Like it should come. And I think they need some scalps on this thing to make sure that this stops”

“And I actually think companies will choose, far from laying off workers, I think companies will choose to increase output. Because if they don't, their competitors will.”

“I think when we get into trouble or most companies get in trouble is when they focus on the outputs, they're looking, they're trying to strive the numbers that, Are really outputs of something else. and what happens is they lose sight of what that something e…”

“Companies go through three stages. They go through the product stage, the sales stage, and the operations. And there's actually leaders for each one of these stages.”

“This will, of course, will mean a meaningful shift in the workforce. Companies will hire fewer people, so you get more smaller companies.”

“I think that most companies at some point will have a The ability to like switch between open source models, paid models, whatever model is the best model for their task, because it's going to help them optimize their costs.”

“I think a lot of what's happening right now is people are buying AI and then just hiring less.”

“And I think, like, same thing for, like, companies and product market fit. It's, like, what is the story you're telling? Why should people care? How are you sharing it with the world? And if you don't, like, care about it, then why, Should any, why would anyon…”

“Even with companies now trying to bring a, elements of artificial intelligence into how they run their business, it's not plug and play, because the data isn't secure enough, or It's not a hundred percent accurate. It's 99.9% accurate, which is not enough if y…”

“Like, about 40% of companies were doing it manually and getting fined every year because you have local, state, federal.”

“Every one of these companies that has ended up being a global world beater always has one of these stories of the path not taken.”

“I think if anything, taste is going to become a distinguishing factor in the age of AI, because there's going to be so much drivel that is generated by AI, can be generated by AI, that power is at anyone's fingertips. But truly the companies that are going to …”

“I think with an individual, but I would also say this works for companies, having a spiky point of view is really valuable. And so when I say spiky point of view, I don't mean stirring the pot with controversial statements just for the sake of it. I mean, Havi…”

“And so LMs are already good enough. They just need to be brought into companies to be actually made useful.”

“Having talked to a bunch of companies that are in active, active planning mode on building factories, they've actually paused that right now because all of a sudden the machines that they have to buy are going to cost 20 to 50% more depending on where they're …”

“But the truth is, I think most companies That take a big swing generally have multiple near-death experiences.”

“Half a billion dollars went to fund companies that said we were the relic.”

“I do also think it's true that at some point, I don't know, companies get big enough that you have folks who maybe are just not, Up for that, and like, you just have to kind of be okay with that if you want to have that many employees in your company.”

“Companies are spending an annual 2.2 billion dollars on research. In Africa.”

“That employees hire companies more than companies hire employees. That's really the big thing.”

“I think this is actually an interesting opportunity to see which companies are walking back from a lot of the ESG and DI commitments. I think those ones are going to massively outperform the ones that try and serve every single.”