Everything Alessio Fanelli said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Fanelli: Packaged AI security products cannot be taken seriously right now
“In AI, the surface to attack, which is the model is like still changing so quickly. They're like, you know, trying to formalize something into a product or like try and do something that is like a full, you know, I'm selling AI security. It's not really, you c…”
Fanelli: VC Cycles Often Conflict with Real Security Progress
“Once you're in the VC cycle, you kind of need to do things that then get you to the next round. And I think a lot of times those are Opposed to doing things that actually matter and move the needle in the security community.”
Fanelli: Cursor Default Model Switch Cost Anthropic $200M in ARR
“When cursors switch from Sonnet to GPT-V as like the default model that was like, you know, Two hundred million our revenue for Anthropic that kind of went away and like moved on to GPT-V.”
Fanelli: MCP integrations cannibalize SaaS companies' own paid products
“I feel like in a way the MCPs are like, Cannibalizing the products themselves.”
Fanelli: 2025 will be the first year AI sets job skill floors
“And I think the skill floor more and more, I think, 20, 25 will be the first year where the AI sets the skill floor of a role.”
Enterprise buyers want AI digital labor, not AI productivity tools
“Most companies that are buying AI tooling, they want the AI to do some sort of labor for them. And that's why the picks and shovels kind of disinterest maybe comes from a little bit. Most companies do not want to buy tools to build AI. They want the AI, and th…”
Fanelli: Platform substrates become more valuable as software creation costs fall
“When people are saying, oh, the value of a lot of software is going to zero because you can recreate it. To me, it's almost like the opposite. It's like having an existing platform to build on top of is like even more valuable because they can kind of bolt thi…”
Fanelli: AI can simulate junior jobs to accelerate engineer training
“I think now we can use AI and these models to actually like shortcut these careers and almost like simulate the early years of your work and like just make them like super dense in like these learnings.”
Alessio: Open-source token share could reach 15-20% excluding coding
“I think once you take coding out, I think, yeah, it can be like 15, 20%, but I think with coding, it's still gonna be very low because like these max plans are like,
So subsidized and so many tokens are being generated”
Fanelli: AI infrastructure is lagging application demand for the first time
“I think there's this usual, like, VCEO, we should invest in, like, the tools, you know, the picks and shovels instead of the application layer. But I think it's, this is, like, the first time where, like, the infrastructure is lagging the applications.”
Fanelli: Anthropic scrapes 6,000 pages per referral, compared to OpenAI's 250
“Google would be a two to one crawl to referral ratio, so for every two pages, they will read, they will send you one visitor. He said OpenAI is 250 to one, so they'll read 250 of your pages and send you one person. And Anthropic was like 6000 to one. So they'l…”
Fanelli: Agents extracting undocumented business processes will unlock enterprise adoption
“The agents are, that most people are building, Are good at following instruction, but are not as good as like extracting them from you. Yeah. So I think that will be a big unlock.”
Fanelli: LangChain and LlamaIndex usage grows on PyPI while CrewAI stays flat
“So if you look at, you know, like chain still growing. These are the last, last six months. Lama index still growing. What I've basically seen is like things that one, obviously these things have a commercial product. So there's like people buying this and sti…”
Fanelli: Bolt Generated $4M in Revenue in Its First Four Weeks
“You made four million of revenue in four weeks.”
Reddit makes over 200 million dollars in AI data licensing deals
“Yeah, the, I guess the winner in all of this is Reddit, which is making over two hundred million just in data licensing to OpenAI and some of the other AI providers.”
Developers will trade 50 milliseconds of latency for higher model quality
“I think the biggest change in this market is like, Latency is actually not that important anymore. Like we lived in the past 10 years in a world where like 10, 15, 20 milliseconds made a big difference. I think today people will be happy to trade 50 millisecon…”
Fanelli: Personal productivity advantage will come from agent skills, not base AI products
“That almost feels like my personal productivity thing will be my skills. Yeah. It's not really the product that I use because everybody has access to the same product.”
Fanelli: Future AI coworkers will queue cross-departmental decisions for human approval
“And to me, it's almost like in the organization of the future, it's like the salespeople are talking to the engineering team that is talking to the marketing team, to the product team, and all these co-workers are going to like queue up decisions for other peo…”
Fanelli: Image and video generation is much more open-source driven than language
“FAL especially has done amazing because media is still very open source driven when it comes to image and video generation. In a way, the language is not as much.”
Fanelli: Small venture funds cannot back AI inference startups with $5M rounds
“We haven't done any, but also like we have a smaller fund. And I think all of these inference things are like big money. Investments. Like you cannot do a five million dollar round in like an inference company, you know, you kind of need a good chunk of capita…”
Chroma research finds Claude models lead in long-context utilization
“And you know, one thing Chroma released this context rod paper recently about context utilization and the cloud models are actually the best at using kind of like longer context.”
Fanelli: Series A Startups Have 80% to 85% AI-Generated Code
“We're hearing a lot of that in our portfolio companies, like, more like series A companies, it's like, 80, 85% of the code they write is ad generated.”
Fanelli: Computer use agents will likely automate expense reports within a year
“It's not, you cannot actually do it today, but it feels like a tractable problem, you know, that probably by the end of the year we should be able to do it.”
Fanelli: OpenAI o1 is a goal-based reasoning model, not a chatbot
“Like O-one is not a chat model. And I think this is both from a usage perspective, but also ties back to some of the training stuff and post training that we already talked about. Like the previous models were so focused on early chat based on, especially on c…”