The Ledger, every show

“Yeah, and by the way, we're talking about animation houses now, but give it six months, 18 months, and we're talking about actual video. We know how fast this is going, so all of Hollywood creativity writ, writ large, really.”

“And there was an article that I did this week about how in China something like 80% of the build out of their data centers for AI is, is currently unused.”

“There are these new startups that have access to the Nvidia chips that are creating sort of sort of new cloud offerings I've been hearing from a lot of people that, like, this could provide the opening for people to get a wedge against the traditional, because…”

“If someone's gonna dethrone, if OpenAI is and also ran within three years, I bet it'll be Meta. I, my money would be on Meta that would dethrone them, and then maybe Google slash Alphabet.”

“You could have had a Spotify in 1999 or 2000 at the very least.”

“No, this is dead on, which suggests that they trained it, possibly, on millions of cells and frames of Miyazaki movies.”

“And again, I think that they are, this is not accidental. They are Writing a line here of, they know what can go viral, and they know what will get attention, and even the questions and the controversy about the legality of it, and is this where it's going? Li…”

“We've kicked the tires on dozens and dozens of these products, you know, AI for architecture, AI for law or whatever, and they don't seem defensible.”

“The obvious analogy to think of today is like, VR is still, it's not only can you not get mainstream people to adopt it, but it's still relatively difficult, and you have to be super sophisticated to create decent VR experiences.”

“I actually think we're in a lull right now, if I'm being honest.”

“It's so beneficial to have a cleansing, a calling of the herd sometimes. To, Blow up the old models and blow up literally the old incumbents”

“We'll always come behind 20 years later and say that we were geniuses and we saw it all along, but that's not the reality on the ground, so.”

“Web two point O happened because there was so much over build out of K fiber capacity that it was incredibly cheap for someone to create a Facebook and a dorm room.”

“I think that we're underestimating the ability of the true promise of computing to be manifest within our lives, normal people's lives within less than five years.”

“Our thesis has been to go after the productization of stuff. So like what is the Airbnb or the Uber of this paradigm shift? I would say by our definition, we've only made one of those types of investments and all of the other investments right now have sort of…”

“Meta does not want to be in a position where the only way they can do that with a high degree of accuracy and efficacy is to have to ping somebody else's APIs. Because again, they'll be in the position that they have been with like the iPhone and Android all t…”

“When you go into the dot com era stuff in those chapters, you're seeing all the things like grocery delivery, like cloud computing, cloud storage, and things like that, that were always good ideas, but seemed like the most boneheaded wrong ideas at the time be…”

“I don't think anybody, even the people that eventually became internet true believers, thought that it was good enough.”

“They created, or they proved that a non-hierarchical, sort of self-organized reputation system could function online, maybe not perfectly, but well enough to achieve scale to be good enough most of the time.”

“As I point out in the book, like this is, historically, these are the baby boomers reaching their peak earning years, and they're gonna, that money had to go somewhere.”

“No one knew at the time you needed smartphones to get the on-demand delivery piece of the puzzle to work, but it's not like people hunkered down and waited.”

“If you're going to reach a billion users now, you have to offer something qualitatively different than what other people are doing.”

“He did not necessarily believe himself that commerce was better in a virtual environment. But once he proved it, so like run it, starting with books and running Amazon was almost like this test that he was running to himself. And then because we see as soon as…”

“The fact that they're doing a special event at a special time, and it's called Scary Fast, says to me that they are excited to tell us about the M. And they must have something that they think is significant to tell us about how those chips perform. Now, they'…”

“Everyone had been conditioned to think that while the internet was fun, it was probably a niche, and you were never going to be able to build a truly great company on top of it. And then all of a sudden, because they kept it secret for so long, I remember peop…”

“I think they were still manufacturing those as recently as two years ago, by the way.”