The Ledger, every show

“If you see perplexity or anybody else clip off 50 basis points or a hundred basis points of share in search. This thing is going straight down by 50%.”

“There are more Nigerians. I believe there's more Nigerians at Harvard than African Americans.”

“You know, as you've probably seen on Twitter, I don't even believe he's gonna be the Republican nominee for president.”

“Reality is it is great to see some improvements for some basic level of assisted driving capabilities, but it doesn't solve some of the fundamentals of what you need to do to prevent accidents. Like literally, if you put a crash dummy right in front of the car…”

“I think he'll be running and winning from a jail cell as well. The entertaining, the most entertaining outcome is is the most likely, right?”

“I think we're going to actually see some dark horse candidate maybe beat these two in the rematch that nobody Wanted.”

“I think the enterprise value of open AI goes down.”

“I think there's a risk that Turkey gets challenged to leave NATO. That a lot of what's going on right now where Turkey is siding with Hamas, this has obviously been talked about and rumored about for a long time. There's no real mechanism, by the way, for kick…”

“I don't think you can underwrite to get a twenty billion dollar deal done in any industry.”

“60% of the people that go in, according to meta studies, for treatment of depression with drugs and or therapy or both, 60% make zero improvement.”

“I think there will be a rate cut in Q-one, and I think this is the Biden bailout.”

“I think that there's only going to be five or six foundation model companies in the world in three years, five years. I think it's going to be us, Nvidia, Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”

“The reality is no models that are out today will be used in a year.”

“By design, we have a lactase enzyme. Ok, it can be revived. Ok, it can be easily revived.”

“I think seed valuations are going to go down.”

“Iran was on a glide path to a nuclear weapon, having just been given a hundred and fifty billion dollars in cash through the disastrous JCPOA deal that that Kerry and Obama negotiated.”

“What if I tell you that a year from now, it'll be Tejas. And if it is Tejas, then you have to take me out for lunch. And if it is not Tejas, I'll take all of you out for lunch, right? As having lost the bed.”

“What we found was nonstop since the 19 eighties, Ray Dalio has been predicting economic calamity. Every, virtually every single year he has predicted a giant crash.”

“Sitting here today in 2023, the following is true. More people in the world have computers in the form of smartphones specifically and internet access than have electricity or running water in their homes.”

“And the reservation system is essentially UBI. It's 65,000 dollars a year, I believe, per resident.”

“Our friend Vinod Khosla, I think, had a tweet that got him in a lot of trouble where he said, like, you know, there won't be any more human musicians because the AI would just program whatever feeling, however you want to feel, they just program it for you.”

“And what disturbed me the most was that in the three years after he was elected, every TED conference had plenty of subjects, plenty of talks, and plenty of conversations about why society is falling apart, why Donald Trump is a key root cause of that, why so …”

“I think that next year we're probably going to see from multiple players models on the order of one billion dollars, and in 2025 we're going to see models on the order of Several billion, I don't know, perhaps even ten billion dollars.”

“I think there's a larger probably risk that we don't really have inflation on a secure path down below three and a half, and that the Fed thinks it's got it under control, and it doesn't. And it's gonna have to go back to, ah, raising, ah, rates.”

“The reality is no models that are out today will be used in a year.”

“I think there's a very good chance that Biden's son. He's in jail by the time the election comes around”

“I don't know that Biden makes it to the starting line, nor do I think Trump makes it to the starting line.”

“I believe that you're going to see Chris Christie and Vivek surge. It's going to be a three horse race with DeSantis. And I think Trump's going to be out of the race in the next six to 12 months.”

“I would say threads does not work. Maybe it teases along at five million DAU with hardcore small numbers. And I would say Twitter has modest growth to Two 75, 300 with election spikes.”

“Facebook open-sourced their model this JAMA that is a competitor to chat GPT, and with seven billion parameters, it reaches very similar behavior than GPT-IV.”

“And I may have the timing all wrong. I'm too optimistic, but I think there's 26 of them, which is one a week. I think there's 26 good companies at 200 that can IPO in 26 weeks in the back average.”

“There are cartel finance tunnels underneath that wall that vehicles literally run through today.”

“My prediction is the federal government is going to help to monetize that debt, and they're going to help to support that commercial real estate sector through some sort of structured lending program.”

“But because those things are lumped in with the same thing as a COVID vaccine that is at best, 30 or 40% efficacious.”

“Yeah, I'd say 30 to 40% are these companies that were valued over a billion dollars that don't have product market fit. They'll disappear.”

“What really is happening is the government is going to stop all US venture investing in China. That's what's going to happen in the coming months.”

“50% of all code on GitHub is AI generated now.”

“There have been over 300,000. This is something that the U.S. Government and the Ukrainian government have worked hard to hide. The number of casualties, which has been catastrophic. This is the most violent conflict since World War II that's taken place proba…”

“We spent 16 trillion dollars on the pandemic, on the lockdown, and again, got nothing in return.”

“There's a little known federal law that says if there is a drug that is shown effective against the target disease, it is ill, a drug that is approved for any purpose. It is illegal. To issue an emergency use authorization for a vaccine.”

“We stopped it here, they stopped in Europe, but Bill Gates and WHO are still giving it to a hundred and sixty one million African children every year.”

“I mean, you do have a human in the loop, so you can still qualify it, but we want it to be minimized to zero, and that's the problem that we solved.”

“I think this probably puts a, you know, a silver bullet into stable coins.”

“These new Pentagon papers that were leaked show that the Ukrainian casualties are at least five times greater than they've been publicly admitting.”

“So we got, got clearance by the FAA. Like, we just got issued a NOTAM.”

“I think Nikki Haley is going to win the Republican nomination.”

“I don't think so. I think, I bet DeSantis wins. I think it will be tough for him to circumnavigate all the legal troubles, and I wonder if the RNC doesn't get involved.”

“There's not an insurer in the world that didn't cover Daraprim because If you don't pay the 50,000 dollars roughly what Daraprim costs for a whole course, forget per pill, about 50 grand if you end up needing Daraprim. If you don't pay that, you're gonna pay f…”