The Ledger, every show

“I'd say over 90%. Maybe 95%.”

“Even the data stuff, which is probably the most like compelling, or at least the moat, the most moat like thing. We're going to hear that. They go, yeah, yeah, that there's a moat there. Like even that I think is dubious long-term. If there's a ton of value, t…”

“Like over the next five years, you gotta go back to first principles and think, you know, is this really the best way to do this at all given the new technology? And I think sometimes it will be and like slapping it on. Will work. I think many times it's going…”

“I don't think VCs lean in enough on the community of their founders, and it's, like, so easy. They don't have to do anything, and they don't have to be the smart people or come up with the connection to Mark Zuckerberg, like, just introduce us to a few people …”

“Don't join for the capital, but join for the valuation maybe, because you'll probably get double the valuation you get, you know, kind of on your own, unless you've already got like a really strong network.”

“I think you're gonna see more tools that, that do work for you, and not just, like, generate text, but, like, you know, the interface would be more natural language on the front end where you're telling an app to do something, and then now, you know, it's goin…”

“And like, that would give me some non-obvious idea that like you couldn't get without being a lawyer or talking to a bunch of lawyers that I think a lot of the people building generative AI are just entirely skipping, trying to like find some insight out of th…”

“It's not like the models themselves are these super moat, you know, intensive, durable things. They'll probably be more commoditized over time.”

“I think a lot of people sit around and talk about moats and they matter, but I think in like B to B or like most tech companies don't really have these systemic moats that they're building on top of.”

“I think at least the kind of PR around and comms around them being open, but increasingly more closed, like definitely causes a rift in the developer communities and AI communities”

“I just think it's early and you've got this thing in front of you. That's so clearly here that I think you could, they could still be the first by a long shot to the metaverse by waiting five more years.”

“I don't know if just pumping out a bunch of like super cool images is, is a replacement for Instagram and knowing what your friends are doing and knowing what that, you know, knowing what Beyonce is doing and like, you know, I think you're getting something ou…”

“I think that we could actually be entering a phase where IOT is, is helpful and not just a Saturday of you setting up a bunch of Bluetooth devices that you never end up using.”

“Honestly, when we raised our Series A, that was, like, a big thing investors always said. Like, maybe, like, more than our, like, numbers or whatever, it's just like, man, Dave is, like, so engaged in the community.”

“Now I've got a team of 200 people That I'm learning to help get into that zone, and I can't just go make this happen on my own anymore.”

“If I hadn't been on Twitter six months before we launched Jasper, I wouldn't have seen GPT three come out. I wouldn't have seen some of the cool demos and I wouldn't have thought, well, I think we could do that for marketing content.”