The Ledger, every show

“So I think when you talk about like opening AI, building its own chips and data centers and all this stuff, that's all about like them for seeing the future where there's so many people using these things, those it's expensive to run in the data center. They'r…”

“I think traditional search is, like, is going to be just Gone.”

“And also, you know, another, another BS thing that Apple pitched, which this is privacy thing, which honestly, like, I cannot believe how much mileage they got out of that. They kind of just painted themselves into a corner because, you know, all these other c…”

“We've seen so many studies that have come out since Cambridge Analytica that have basically backed up that point of view, which is like, you know, even though there's tons of information on, so disinformation on social media, people are not really ultimately s…”

“I think at this point, the new models are either going to just be part of their products, like almost backend technology, or they'll be, you know, they'll be closed models, just like open AI.”

“Tech reporters allow their personal feelings and, you know, political feelings, emotions to kind of like skew their analysis of these companies.”

“We'll see a lot of these companies that are being kind of disrupted by AI, SaaS companies that are public get taken private by private equity companies.”

“They'll try to have your agent be on the take, but those products will get rejected, right? You're going to want, people are going to want AI agents that they can trust to make really good decisions.”

“My guess is like, yeah, it will be built, but like, is it gonna be some huge thing that then they like train and train AGI on? I think it's probably gonna be like multiple sites and that are connected. And a lot of it's gonna be inference rather than training.”

“The ultimately the models are not even really gonna be their core product, right? It's gonna be the, it's gonna be all the stuff built around it, the interfaces and the stickiness of the product. So really, Inference becomes this huge cost for them.”

“I think eventually they drift. I think they drift apart. I mean, I think that's.”

“I think there's a lot of anti-Elon stuff that sort of, I think seeps into the coverage of this stuff. Unfortunately, it was just hard to do as a reporter. Like you know, it's hard to take your, to take the emotion out of the reporting, but I think it does kind…”

“These other companies now can't even keep up with demand for their AI products. And meanwhile, Apple's is terrible.”

“This, and I had this thought at the time, like, this is never going to disrupt Apple. What's going to disrupt them is new technology. That's how you know, create sort of creative destruction, disruption, and it's sort of why, like, to bring it to, like, what's…”

“I mean, this is, like, getting used today. Like, there's high demand for it, so when you see people, like, make these bets on compute, like, Meta or SpaceX AI, and they're off on the timing, right, or maybe off Totally. If depending on your opinion, they can t…”

“I think those actually, they're like, I mean, other people have made this point too. I'm not the first person to say this, but like those actually, you know, kind of prevent this thing from going off the rails. It's like a bubble, you know, prevention mechanis…”

“I don't, I can't see this being a zero sum game only because the world will not tolerate like one winner in a product that everyone in the world has to use. That would, that, that, that company, that winner would be way too powerful. It just doesn't, it just d…”

“And I just, you haven't seen in the history of AI development, big breakthroughs happen in secret. These usually, you know, these papers come out, they ping pong around everybody, you know, it cross pollinates and then people come up with ideas around the same…”

“Like, that is actually, like, probably the most valuable skill of an AI researcher at this point, right? Is like, Figuring out how to efficiently string these GPUs together, make them work all at the same time.”

“They're viewed as being a little behind, which I mean, on coding, they admittedly are, they're like six months behind on coding.”

“There are other companies doing that by the way, and they can make some money off of it. Like it's nothing. It's a drop in the bucket. I think compared to what Facebook is an Instagram, like their core businesses and whatever WhatsApp, you know, fits into that…”

“I don't think the new Siri is going to be that. So I'm just like not a believer in Apple for that reason.”

“These data centers were going to get so big that they're going to be, these large frontier models are going to be trained across multiple locations, which we started to see in like the last quarter.”

“I think actually we're reaching this point in AI where it is still going to be the major topic of conversation, but I think the, I think some of the sort of novelty of it is, is wearing off now, and I think we'll see it kind of plateau, and then I think the pr…”

“I think at this point it's about products. And if people like the meta products that they put out there that are run on these foundation models, to be honest, they could probably be run on, on a lot of different models that are out there. I think it's partly e…”

“I think it's for sure going to lose market share, but I think the pie is growing so fast that there's just no way, there's no way they stop growing.”

“Well, I think one that's going to be fun is, like, that we're going to see more SPACs next year. I think, yeah, I think we had Rachel Jones, my colleague, had a good story on how, you know, some of these, like, critical minerals companies are doing SPACs, and …”

“Like this is, remember when email was new and then all of a sudden like every lawsuit was like just a treasure trove of emails because people didn't realize that email was like forever. I think the same thing's gonna happen with this AI stuff. Like, it's just …”

“Google of all the companies has so much going for it, right? I think they're a pretty good long-term bet, but this cash cow, you know, search advertising thing is like, you know, totally threatened by this new model.”

“I think what you're going to see is this whole industry, this whole ecosystem that sort of mirrors the ad tech world, but really isn't advertising at all.”

“Like if you're a new company today, if you're a new like software startup, like your code base is totally AI. Like it's probably a hundred percent written by AI and you've developed it in this way that it's sort of readable, searchable by AI so that it can mak…”

“I think he said actually like in March, within a year, all of code will be written by AI or basically all of code. I mean, that's probably not gonna come true.”

“Like they're so, I mean, they're so easily copied. It seems like that, you know, if you're just doing AI research and you make like a breakthrough like that, that's really about like technique and, you know, how long can you hold onto that? IP before, you know…”

“Tesla's taking a much more difficult road because they're doing it only with cameras, you know, that I think that to me makes it and there, and it's like general per they're really ultimately trying to get to like level five autonomy. Whereas Waymo is like, we…”

“This has been a gradual thing that's been going on for many years as the company has sort of scaled back on innovation, really leaned on the fact that it's walled garden. Some might call it a monopoly. And it really, I think used that marketing power, that goo…”

“All the other big tech companies are kind of like doing everything now, right? They're like, you know, Meta is, is doing their own AI chip and spending billions of dollars to roll out these data centers. Sure. Apple, Apple is going to do that too, but I think …”

“Amazon is, is spending, you know, a hundred billion dollars this year on AI infrastructure, for instance, and Microsoft is not far behind that.”

“The company though is still, I mean, they're just way ahead of the industry technologically. I mean, the full self-driving technology is just like, it's incredible.”

“If Tesla starts, if they start updating their cars and they're selling cars that allow you to, you know, not have to pay attention at all, like not even look at the road. I mean, I think that company, if people are still going to buy that product, no matter wh…”

“If even just software development gets totally disrupted, if that's the only thing that comes out of this, which seems like pretty likely at this point, like that's enough for, you know, for these companies to make a ton of money. It's still like a good invest…”

“They've, you know, they got Anthropic to, you know, train the next model of Claude on this, you know, on this Rainier cluster.”

“And they've got some other, you know, some other customers as well, like Databricks, Apple is considering it you know, poolside, which is like a kind of hot AI company.”

“My view is every single journalist knows that Twitter has never driven traffic to stories. It is so much about just ego.”

“You know, just having a data center and being a dumb, you know, essentially, like, rack provider is not actually, like, a great long-term business. It's pretty good now, but that's why, like, these companies, like CoreWeave, they want to offer services on top …”

“I think, like, one of my predictions for next year is, like, we're going to see a lot of M&A, and I think the Trump administration's really kind of sending a signal, like, we're not going to mess with your acquisitions anymore”

“I think what you might have, Is sort of everyone will have their own personal bot that sort of handles their information diet. And maybe that bot has subscriptions to things and it reads, you know, publications for you, but you're at least paying for it.”

“And I think coding is like, if let's say like the whole AI agent thing doesn't like happen for a while, coding is, can automate a lot of stuff in our lives right now. Like so much, there's so much powerful software out there that we don't use because We don't …”

“As long as people keep investing in the, you know, in the infrastructure, which I think they will, those barriers are going to go away. And then I think that's when it becomes really You know, even more transformative.”