The Ledger, every show

“My most contrarian belief was OpenAI loses its lead, loses its nonprofit to for-profit transition and becomes the number four player in AI. The total collapse of OpenAI is my most contrarian prediction for .”

“I think NVIDIA is not going to take their option to invest in open AI, or they're going to really downgrade at 70, 80%, and they're going to allocate it to other players.”

“His action was to be the greatest censor in the history of humanity. There's no human being who censored more humans than him.”

“This is why I think Biden's getting hot swapped this month. You heard it here first. He's got, no, Gavin is going to be running for president. It's going to be Trump and Gavin. They are hot-swapping Biden after this first debate. Biden is going to get demolish…”

“Guy has no morality, and he would have overturned the government if he had the chance. And he will do it again.”

“I think she is absolutely doing Biden's bidding. With an anti-tech, anti-wealth creation, anti-capitalism, frankly, pro-union punishment. I think this is punishment for tech being too successful.”

“Microsoft, I think is going to release a and there's a prediction as well, a search engine with Open AI, that has a significant impact on Google's franchise.”

“I think they're just an index adventure. I find it quite soulless, if I'm being honest. Like, I feel like it's a giant index on venture, and I don't think that their hearts are super into it.”

“You set up these structures, you paid all this legal money because you knew you were going to dump. You knew you were going to clear these positions and you knew it was going to be lucrative. That's why you went through the expense instead of just raising mone…”

“That seems like the firm that did this the most is Andreessen Horowitz.”

“My prediction is the Board tries to fight it. Stock collapses. Nobody thinks it's going to get done. Elon lowers his offer, and he wins it by the end of the year, and gives him a lower offer.”

“Coming from a law enforcement family, I can tell you that's a clean shooting.”

“If a company is storing a bunch of capital and paying you a dividend, that signals to us that you are not a bold and ambitious founder, and this is one of the big problems I have with Apple and Tim Cook, which, who I don't think should be CEO of that company a…”

“What's happened now is the YC companies have a reputation of kind of being bullshit artists and that the program kind of teaches them to be bullshit artists, right?”

“Optimist will be the best selling. I think product.”

“And I'll make this prediction here, that you're going to see some of the major customers Of Anthropic and major customers of OpenAI. I'm talking about the eight and nine figure customers, people spending fifty million, a hundred million a year. They're leaving…”

“Anthropic is destroying rare books to get an edge in training data.”

“Obviously last week we saw anthropic paid the largest copyright case in us history, 1.5 billion for seven million books. They allegedly pirated authors get 3000 each lawyers got a hundred million for that one”

“I believe that this is going to derail their IPOs. I'm taking it from the top. It's going to derail their IPOs. It's going to be headwinds against it because I think that they're going to have massive margin compression.”

“All the AI companies should get together, take 10% of your revenue, put it in a pool, and keep paying the people and getting permission from them, so you can get updates on the content”

“If you partner with any of these people, they will slit your throat and take your business wholesale.”

“What Optimus is going to do when Bezos and Andy Jassy unleash Optimus inside of the Amazon factories is it's going to get rid of every, let me state this very clearly, every single package sorting, every single package delivery will not be done by humans in 10…”

“If Fable five detects you're doing frontier AI research, in other words, using their model to make a better model, competitive model, they were downgrading you, but they weren't telling you, and this was buried deep in a 319 page documents.”

“Every cab driver's losing their job. Every truck driver's losing their job in the next 10 years. Anybody sorting packages is losing a job.”

“I believe open source is going to win the day on the large language models and take 90% of the token usage, and I think the entire frontier model space could be undercut by open source”

“What's going to happen is 90% or 95% of our jobs are going to go to this local hardware.”

“I can tell you now, nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a billion of those.”

“And I went with Young white collar workers in America. I think they're going to be the biggest business loser. I think it's getting really hard for them to get entry level jobs. I'm seeing that all over the place because companies are having an easier job just…”

“I think the standoff with China is going to be largely resolved. And I think president Trump's, when he makes his visit there, I don't know if you're going to go on that one. Sax, but I think it should be included in it, obviously because of the AI race. I do …”

“So, starting with that feeding our futures fraud in 2022, 82 of 92 people charged have been Somalian.”

“Elon was a hundred percent right. Everybody who attacked him, they may not have liked his tactics, and how fast he was going, and locking doors, and turning off credit cards. His techniques they may not have liked, but we as Americans can all get behind not al…”

“Hey, ChatGPT is probably gonna get killed by Google, ah, so.”

“My biggest business loser was Apple. This company has unlimited distribution and unlimited capital, and the most impressive thing they've done in the last 10 years is a thin iPhone.”

“We will have massive job displacement. Destruction, whatever term you prefer in entry level jobs already happening in, you know, what I'll call chores like dishes and driving cars, entry level jobs. Those are going away and they're going to go away in the mill…”

“Nine percent in January, now 10 and a half percent. I think this chart's going right up to 14%, just my prediction, and I think it's because of AI.”

“They're going to make Gemini free for life for the best models. That's my prediction for Google, and I think Meta will be right behind them.”

“Right now, 80% of the revenue comes from 20 dollar subscriptions. That's going to get decimated to zero. I don't think consumers are going to pay For this product, just like they won't pay for search, and they won't pay for a browser, because Google and Meta w…”

“We're gonna find out that some intelligence agency was somehow involved in this, and that's why it's being covered up, and that's why it's so toxic.”

“I think the search franchise is going to grow, and that Google is not going to lose to ChatGPT, and I think the big loser in all this is going to be OpenAI, because they started with a hundred percent of the market, and they're only going down, and they're fac…”

“And the brilliant thing to do is to take the 100,000 and make it an auction. I would auction off half of these to the highest bidder.”

“High estimate, like, eight hundred million, lower estimate, seven hundred million, and low estimate for homeless people is like 8000 high estimates, like, 20, if we cut in between these two, they're spending 52,000 dollars a year per homeless person.”

“If you think about the average American citizen, you know, they have somebody in their family who drives for Uber or DoorDash, they have truck drivers, they have Amazon factory workers, and all those jobs are going away. It's just a matter of when.”

“The Democrats are going to shellack the Republicans in the midterms if this continues.”

“I think they would have let both of their contracts run out, renegotiate them for smaller dollar amounts, and reset the economics of those shows, if not for the pressure put on them by the 47th administration.”

“RFK withdrew federal funding for MRNA vaccine development, and he removed the COVID vaccine from the CDC recommendations for healthy children and pregnant women.”

“These people are never going to buy his oil again. Not after what happened here.”

“They also put Lena Kahn in. Now Zuckerberg is a cutthroat business executive. He likes to buy companies. That's his thing. And Twitter was known for buying a lot of companies. So now you got Lena Kahn saying, We're gonna come down hard on you, not let you buy …”

“I will guarantee that this will be the beginning of the deals and the deals will go up from here.”