The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

shows every show 44 of 44
every show
clear all ✕
20VC Assertion Not checkable as stated
Scott: AI scaling laws have not hit a limit yet
“I can very clearly see what we're doing now and like what we're doing next. And I don't see the limit to the scaling laws. Like if you're just sort of thinking about the raw capability of the models and like how well you can condition them to reason over incre…”
Kevin Scott Mar 31, 2025 ▶ 8:31 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
20VC Prediction Open · timeframe Mar 2030
Scott: 95% of net new code will be AI-generated within five years
“95% is going to be AI generated. I think very little is going to be line by line is going to be human written code.”
Kevin Scott Mar 31, 2025 ▶ 30:30 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
20VC Assertion Supported
Scott: Frontier AI models diagnose health issues better than average GPs
“It is already the case that I think the frontier models are probably better like health diagnosticians than Your average GP is”
Kevin Scott Mar 31, 2025 ▶ 43:29 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
NO PRIORS Prediction Not checkable as stated
Scott and Altman suspect the next trillion-dollar company is founded in 2023
“You know, one of the things that Sam Altman and I have talked about a lot is like, I suspect that this year, like the next trillion dollar company gets founded.”
Kevin Scott May 24, 2023 ▶ 48:31 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
20VC Assertion Not checkable as stated
Scott: Claims about proprietary data's value for AI lack scientific backing
“Most of those assertions that people make are like most of the assertions that people make are just unfounded in any kind of science. Like no, no one's gotta, and like the measurements we do have show that there's a pretty big disconnect around what some peopl…”
Kevin Scott Mar 31, 2025 ▶ 11:50 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Scott: AI will render traditional product engineering teams obsolete within ten years
“It basically means, and like, I don't think this is next year, but it's probably not going to be 10 years. This whole notion that the, That, that you have teams of people who are, who, whose job is to go anticipate a bunch of very granular user needs in some n…”
Kevin Scott Mar 31, 2025 ▶ 20:35 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Scott: Future AI user interfaces will consist of many specialized agents
“The user interface that surfaces, those capabilities will probably be agents. And, you know, product managers, like I don't all don't believe in this, like one agent. For everything sort of theory. I think you'll have a lot of agents.”
Kevin Scott Mar 31, 2025 ▶ 22:32 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Scott: Future AI product managers must be deep domain experts
“Your product managers are probably going to have to be domain experts, like people who sort of deeply understand something like medicine or, you know, drug discovery or early round venture investing, or, you know, like, you know, just sort of pick your thing.”
Kevin Scott Mar 31, 2025 ▶ 22:53 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
NO PRIORS Prediction Not checkable as stated
Scott predicts the AI industry will never have enough compute capacity
“I just had super, super high confidence that we were never going to get to the point where we're like, all right, we got enough compute.”
Kevin Scott May 24, 2023 ▶ 17:20 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
NO PRIORS Prediction Not checkable as stated
Scott: Society will probably need many more physical-world jobs than today
“So like I think all of the, like the world is just sort of full of these jobs where you know, really, you know, affecting change on a physical system, like doing something in the physical world, like all of those things like we will need probably many, many mo…”
Kevin Scott May 24, 2023 ▶ 43:07 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
NO PRIORS Prediction Not checkable as stated
Scott: Society must rebuild entire power generation and distribution system
“Especially because we're going to have to rebuild our entire power generation and distribution system, like in our children's lifetimes.”
Kevin Scott May 24, 2023 ▶ 44:32 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
20VC Assertion Supported
Scott: Software optimizations drive AI inference efficiency far more than hardware
“A little bit of that is because you get, you know, maybe like a two X benefit price performance from hardware every generation. Like if you're lucky but you get a much bigger improvement price performance wise from. All of the things that you're doing in the s…”
Kevin Scott Mar 31, 2025 ▶ 14:12 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
20VC Assertion Not checkable as stated
Scott: Search economics flow entirely to large integrated infrastructure operators
“All of the economics in search go to like somebody who's stood up a gigantic infrastructure and who's sort of running like a whole. Search business like with its own feedback loop.”
Kevin Scott Mar 31, 2025 ▶ 18:02 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Scott: AI agent memory will improve significantly over the next year
“I think one of the things is going to happen because I know lots of people are working on it right now is memory is going to get a lot better over the next year or so, which means that as you're using an agent, like, and it remembers more and more about your p…”
Kevin Scott Mar 31, 2025 ▶ 26:08 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Scott: AI agents will execute tasks asynchronously within the next year
“I think there's going to be more over the next year of you sort of dispatching your agent to go do something and it like goes and works while you are not paying attention to it.”
Kevin Scott Mar 31, 2025 ▶ 27:17 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
NO PRIORS Assertion Supported
Scott: Microsoft Copilots use a portfolio of AI models
“If you look at things like Bing chat or Microsoft three 65 copilot or GitHub copilot, you end up using a portfolio of models to do the work and like you use it for performance and cost optimization reasons, and you use it for you know, just sort of precision a…”
Kevin Scott May 24, 2023 ▶ 20:43 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
NO PRIORS Assertion Supported
ChatGPT launched as a 10-month-old model with RLHF as a practice test
“ChatGPT was a 10 month old model with a little bit of RLHF on top of it. And, you know, like by, you know, admission, like You know, not a beautiful user interface. It was just sort of a way to get something out there because you know, you needed some practice…”
Kevin Scott May 24, 2023 ▶ 28:03 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
NO PRIORS Assertion Not checkable as stated
Scott: Tech has a cognitive exponential today, not a robotics exponential
“We do not have a, Yeah. Sort of robotics exponentials right now. Like we've got a cognitive exponential.”
Kevin Scott May 24, 2023 ▶ 42:59 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
NO PRIORS Prediction Held up
Scott: OpenAI will release GPT-4 Vision to wide distribution soon
“OpenAI doesn't have GPTV and wide distribution, but, like, it'll get to wide distribution at some point in the not too distant future, and so, like, you'll have these, like, very powerful multimodal models”
Kevin Scott May 24, 2023 ▶ 49:33 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
20VC Prediction Not checkable as stated
Scott: AI agents will become less transactional and session-oriented
“The agents, they will definitely be less transactional, less session-oriented going forward.”
Kevin Scott Mar 31, 2025 ▶ 0:25 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
a16z Prediction Not checkable as stated
Scott: Meta's Llama 2 will be a key building block for AI software
“I think Lama too is just like Lama going to be an important building block that people are going to want to use to build AI software.”
Kevin Scott Sep 25, 2023 ▶ 5:28 AI Copilots and the Future of Knowledge Work with Microsoft's Kevin Scott
a16z Assertion Not checkable as stated
GitHub Copilot's primary benefit is keeping developers in a flow state
“The thing that it really does in our observation with developers more than anything else is it helps keep them in flow state. Longer than they otherwise would.”
Kevin Scott Sep 25, 2023 ▶ 12:44 AI Copilots and the Future of Knowledge Work with Microsoft's Kevin Scott
a16z Assertion Not checkable as stated
Kevin Scott: Human brain is orders of magnitude more efficient than AI
“We have proof points of, you know, a sort of a 20 watt organ that you know, sits between our ears that, that is artificial general intelligence that is many, many, many orders of magnitude more efficient than the Digital artificial neural networks that we're b…”
Kevin Scott Sep 25, 2023 ▶ 20:01 AI Copilots and the Future of Knowledge Work with Microsoft's Kevin Scott
NO PRIORS Assertion Not checkable as stated
Scott: Early Google hiring lacked direction, leading engineers to zero-impact projects
“We were hiring these brilliant, brilliant people at the time, and the way that we did hiring was kind of crazy. It's like, all right, well, if you're smart, just come work here. And like, we have no idea like what exactly it is you're going to do. And you like…”
Kevin Scott May 24, 2023 ▶ 6:33 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
NO PRIORS Assertion Not checkable as stated
Scott: A 6-month ML project from 2003 takes a high schooler four hours today
“The first project that I did, which was you know, like a machine learning classifier thing in 2003 2003, 2004. Like that was, you know, stacks of like super technical, you know, research papers and, you know this elements of statistical machine learning, you k…”
Kevin Scott May 24, 2023 ▶ 36:01 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
a16z Assertion Not checkable as stated
Microsoft gets requests for GPUs almost every hour of the day
“It's you know, hours in the day that go by where someone's not asking for GPUs is almost non-existent.”
Kevin Scott Sep 25, 2023 ▶ 2:59 AI Copilots and the Future of Knowledge Work with Microsoft's Kevin Scott
NO PRIORS Assertion Supported
Scott: Microsoft built the AI supercomputer that trained GPT-3 in 2019
“So we built our, the first thing that we called an AI supercomputer. I think we started working on it in 2019 and we deployed it at the end of that year. And it was the computing environment that GPT three was trained on”
Kevin Scott May 24, 2023 ▶ 17:56 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.