The Ledger, every show

“Keith O'Brien, who was the man allegedly spying for deal while working at Rip Lane had to Put out an affidavit today, and he basically, like, came forward and just was like, all right, here's the truth. Alex, how do you pronounce his name? Boise, Boise, the CE…”

“And Anthropic this week, I heard, is also now raising at an eight hundred billion.”

“It's gonna be so pervasive that they're self-driving cars. Actually self-driving on all the roads instantly as soon as it's legal to do so.”

“There's truly oppositional research teams inside each company that I've now heard about for probably five to 10 times, like for different stories and companies that have been planted by the other. And it's like the nastiest PR setting I've seen in all of tech.…”

“Well, you and I said half of the software engineers that are employed right now It in the Bay area will not be employed three years from now.”

“Grok, no, Grok, the AI platform, not the one that offline was part of, who just raised more money, by the way. 85% of the images that it's producing right now are nude or sex related.”

“OpenAI ultimately loses this race.”

“I mean, superintelligence is coming in the next five to seven years.”

“Also, they had a telegram channel where they were discussing the payments, and. Wait, who was? Okay, it's Keith, it's the spy. How much did they pay for the telegram, Brett? I know, telegram, not signal. It's the spy, it's the CEO, and then there's a third per…”

“The CEO of Anthropix said, he said, In the next three to six months, AI is probably gonna be able to write 90% of all code. And in 12 months, nearly all code may be generated by AI.”

“For that two hour time limit, it will be reduced to a one hour daily limit if TikTok, Snap, and YouTube also agree.”

“And I think you'll start to see the revenues shifting quite a bit over the next six to 12 months.”

“Did you guys see that the fed introduced their latest data about AI adoption growth and it's actually been flat or linear, nearly flat for the last three months.”

“Meta now tracking everything its employees do and all the keystrokes that they do on their computers.”

“Uber and Meta are actually doing on leaderboards right now in their engineering departments.”

“And days later, Anthropic announced that they are shutting off access for Claude Pro and Max users who are Open Call users to use their product.”

“Andreessen Horowitz and Thrive are raising from, like, the Middle East, and not necessarily, like, universities at this point.”

“This founder is a sole founder. He has no team. He just booted up all these agents to build this business. And if you go to polsia.com slash live, it's the agents running the business in real time, showing you everything they're doing. And this company has gon…”

“I think more people overall will be building software, but the number of actual software engineers will need to go down because one great engineer can do the work of many engineers and their job will likely be to like manage and oversee some of these software …”

“Speaking of Apple, I think they come back next year, both in the AI realm, like they're going to make either one big acquisition, like an topic.”

“But statistically, the returns of founders that are like, 45 and up, they're so much higher than those like 20 to 35.”

“Space, we're gonna be on Mars in 15.”

“He's banning states from actually getting into any AI regulations over the next decade. He's centralizing federal control over AI regulation.”

“31% of teenagers now are saying that their conversations with AI companions are as satisfying or more satisfying than talking with real friends.”

“Half of teens are talking to their AI companion every day.”

“I truly think commerce and affiliate are really where this is all headed and open AI announced this week that it's like starting to create a new payment checkout system into the chat bot. And that basically merchants that fulfill the orders are going to have t…”

“As part of those talks, Meta's in discussions about partially buying out NFDG, the person said. And NFDG is a billion dollar AUM firm.”

“I think in the next 10 years, not that we're all gonna go to Mars, but that we are gonna make significant progress in the next 10 years to learn more about Mars, put some sort of infrastructure on Mars.”

“Twelve billion has gone into Grok, and OpenAI, you have to sort of discount the Microsoft dollars, because a lot of it's for compute, but an estimated twenty billion. Into open AI. So, you know, almost double what Grok has used to build a very similar, if not …”

“Apple usually is the last to come in with the innovation. So I think 20, 25, my prediction is Apple is the company of the year.”

“The last thing I'll say about this conversation we also had last night was that the Question was asked, like, would you have invested in OpenAI's hundred billion all around? And it was actually a resounding no. And like, you know, the tenor of these investors …”

“I've been thinking that, like, WhatsApp actually ends in the most success in social with all of this AI stuff, because they're actually real communities.”

“What we probably didn't call was that Reid Hoffman and Peter Thiel would have a legit falling out, and that would be the talk of the conference, right?”

“We thought the moment of time would be perfect if Elon really messed up the Twitter to X transition, but I don't think many people left X.”

“I think it ends up being Apple and Google all over again, to be honest, at the end of the day.”

“I think that we're going to see more of that happen over the next 12 months. And more consolidation.”

“The last one I'll say is that I do think AI layoffs will continue happening in earnest. Like, I think people will start to have layoffs because of the productivity structures of their workforces.”

“The essence of Gemini is, is this idea of multi-modality AI and the idea that it's now finally 90% Of sort of capability, and it outperforms humans. So the human percentage was, 86.4% as far as the human expert scale. Gemini is now 90%, and they call it”

“Court reporting is a job that is just gone. Like, the whole, like, her whole life, she spent typing what everyone's saying at a speed so fast that she could follow along, and now it's just wiped out.”

“84 trillion dollars of wealth Are about to come online into like family offices and all kinds of sort of you know, financial accounts from these baby boomers. And so the market is actually going to be larger than like PE and VC combined over the next 10 years.”

“For Brit & Co., you know, my vision is to, you know, be the next Disney. I want to build a global brand that is around for, you know, over a hundred years, that has experiences combined into it, that has products and merchandising, and that has content.”

“They profited 1.5 for the company. Six of the seven and a half went to investors. One and a half was to the company.”

“I don't think there ever will be an open AI hardware device.”

“If Android represents all open source models, open weights, et cetera, iOS represents frontier labs. I feel like we're going to head down a path with a similar breakdown in the U S and globally. We're like three quarters of the world are going to choose open s…”

“Cultural fit, I think, matters way more now than ever before, when, like, the ability to be a great engineer is, like, much easier than ever before. And so it's, like, teaching these people how to be human, maybe a little throwback to etiquette school, but als…”

“Finally, this is the watershed moment of women buying smart glasses. Mark my words. Saying it now. That's all. So yes, I do think it was a big deal.”

“I actually think it's going to hit on with Meta if they do this and they build it into things like Instagram, because I think these things are already at large scale.”

“It's Forex oversubscribed. There's like almost three hundred billion in demand. Including a lot of the Middle East.”