Everything Michael Eisenberg said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Eisenberg Claims Woke Anti-Semitic Left Has Taken Over American Universities
“The kind of progressive, woke, anti-Semitic left has taken over a lot of American universities. And they don't like Jews, and that's just the truth.”
Eisenberg: College Is A Waste Of Money And Brainwashes Kids
“Not sending kids to college. It's a waste of time and money. I think it's worse than that. You send kids to these places, they are brainwashed with immorality.”
Eisenberg: Attackers Of Human Values Must Be Eradicated For Progress
“It's a human aspiration, except there are some barbarians that don't believe in this. And they need to be eradicated. And that's our job right now. And our job of our children is to go eradicate them so that we can have more weddings, more children, more grand…”
Eisenberg: Foundation models are the fastest depreciating asset in history
“Foundation models are the fastest depreciating asset in history.”
Eisenberg advises European tech founders to relocate due to regulations
“If I'm in Europe and I'm starting a company, I would get out.”
Eisenberg: FTC Chair Lina Khan threatens American capitalism and must go
“Lena Connell said openly is, I think, a threat to American capitalism. Whether Biden or Trump gets elected, she needs to go.”
Eisenberg: SaaS is riskier than deep tech due to competition and price erosion
“I don't think it's a more risky play than a SaaS thing. I'll argue that SaaS is way more risky. One, because of the competition and price erosion.”
Eisenberg: Companies will build custom software with AI instead of buying SaaS
“I think you'll see a lot of companies build their own software. Or you have tools that create kind of unique business processes software for a lot of these companies. I don't know if it's tomorrow or in five years, but I think there'll be more of that.”
Eisenberg: US Nvidia chip bans have not meaningfully slowed China's AI
“The U.S. Put a banner on Nvidia chips going to China. I don't sense that it slowed China down in a meaningful way.”
Eisenberg: China is 10 years ahead of US in TikTok AI psyops
“I think they were 10 years ahead of the U.S. On AI and psyops using TikTok. I think they were 10 years ahead of the U.S. In sophistication of how to manipulate the minds of young people.”
Eisenberg predicts more private equity software investments will see Pluralsight-style zeroes
“I'm not concerned. I'm certain. It's happening.”
Eisenberg: VC funds with only one strong partner will fail first
“I think the first style of funds that goes out of businesses is funds where there's three, four or five partners and only one of them is good. And then that person gets tired of holding everybody on their shoulders, and they leave and set their own thing up, a…”
Eisenberg Predicts Terrorist Groups Like Hamas Will Attack London
“And they'll do it in London.”
Eisenberg: Mark Rowan asked UPenn donors to withhold checks until leaders are fired
“Mark Rowan wrote, wrote yesterday that he's calling on pen to fire two people, otherwise he's telling people to hold their checkbooks.”
Domain specialization blinds venture investors to disruptive insights, argues Eisenberg
“When we think we're specialists, we think we know a lot about something. If you think you know a lot about something, you have really expert questions, so to speak, to ask a lot of the founders. But my guess is if you were that knowledgeable in And specialized…”
Work-life balance is a failure of modern culture, argues Michael Eisenberg
“I've actually never, ever thought about work-life balance. I don't believe in it. I think it's a failure of modern culture to seek work-life balance.”
Eisenberg: The IPO market is wide open for realistic valuations
“I don't buy that the IPO window is closed. The IPO window is wide open. The question is, what's the price you're willing to take?”
Eisenberg: Financial reality dictates most AI foundation model companies will fail
“I don't buy that five, six, seven, eight, nine, 10 of these are going to work. It's just not true. Financially, it's not true.”
Eisenberg: Users will rely on AI agents over direct publisher websites
“As you kind of play this forward, you're going to see a whole series of agents. Like I'm not going to go to the New York times.com to read it. I'm going to go to my AI screen and say, fetch me the articles that interest me from the New York times today.”
Eisenberg: Venture capital is a craft, not an asset class
“The venture business is completely sui generis. It's not a class. There is a small number of people in this craft who make money, and there's a small number of startups.”
Eisenberg: Only one or two foundation model startups will prove profitable
“There is, there are one or two companies. In there that will make their venture investors a lot of money and the rest of them will cost their LPs and GPs a lot of money.”
Eisenberg: Israel lacks talent density for foundation models due to military focus
“We didn't think there was a talent density in Israel specifically for foundation models. Because a lot of the Israeli technology comes out of the military and not academia.”
Eisenberg: Incumbents will find AI catch-up harder than internet adoption
“And I think what's going to be shocking about this, that's not like the internet, is it's going to be harder for legacy companies to catch up to AI companies, which is different from the internet.”
Eisenberg: AI will disrupt horizontal SaaS processes
“I think in general, horizontal SaaS processes are going to be disrupted by AI.”