AI

“The roles that those people are in today will absolutely be gone, but they will emerge and evolve into new roles that we never even thought imaginable, that will really transform that industry and society, and this is gonna be true across everywhere that AI to…”

“The number of people that can do that job goes from Steven Spielberg and Bob Zemeckis and a few other people to suddenly thousands or tens of thousands of people around the world making incredible movies.”

“The problem with GTO is that you can actually be very exploitative against somebody that's actually playing perfectly. Because the AI is perfected around what is the rational set of decisions in every spot. And so you can set people up to make a lot of really …”

“And a lot of the poker sites have basically given up. They try to spot the cheating, and it could, because you have this basically layer that's helping you, and it's effectively impossible, because, you know, these things run locally, they're screen scraping l…”

“All games maybe become obsolete, because there is no real way to qualify the performance of one human against another when the AI itself or the technology or the computing itself, you know, overshadows human potential and human capability.”

“And I think our next transition with AI is to transition from being creators to being narrators.”

“So I think what's really important about AI for everybody to understand is the marginal cost of intelligence is going to go to zero.”

“I think the entire video game industry is going to get completely rewritten with AI because you're not going to have a publisher anymore that makes one game that everyone consumes. You're going to have tools that everyone creates and consumes their own game.”

“AI's not gonna be stopped, but companies using AI to steal content will be.”

“It is more likely than not that many of these quote content publishers that aren't adding very much marginal value are going to go away. That you could see the number of content sites offering self-help advice and how to do this and how to do that. 95% of them…”

“90 to 95% of the questions are going to be like that, and the AI is going to do an unbelievable job, better than a human, for free, and you're going to learn to trust the AI.”

“If there's a job reduction, it would be more the case where they've got a team of five accountants, and they go to two or three because now they're just much more productive. I don't think they go to zero.”

“It's going to be, I think Quora is the number one player in AI going forward.”

“Look at some of these enterprise spaces, like take something like APM, right? Like application performance management. That's an entire ecosystem of enterprise companies. It's probably 1015, twenty billion dollars of collective market cap. And I'm just going t…”

“I think what we're gonna see in the second half of 23 and all of 24 is a lot of medicine being taken, a lot of down rounds, a lot of structure. It's gonna be a tale of two cities. The hot area You know, AI is going to continue to receive new investment, and al…”

“We're going to overestimate it in the short term. We're going to invest in everything in the same way that in 1999, we invested in everything.”

“I mean, I happen to agree with Doug that this is a platform shift on the same magnitude as the internet or mobile itself. In fact, it may be bigger. Than both of those.”

“Look, I think that AI is going to eliminate unit testing. It has already done. So it's going to eliminate most forms of coding.”

“This is really where it's all headed is that you can just tell the AI to do something for you pretty complicated. And it will be able to do it. It will be able to create its own task list and get the job done in quite complicated jobs.”

“I think we're at a point in time right now, where we could see 10 times the value generated in this phase of technology advancement than we saw during the internet, and the advancement of the internet.”

“Physical labor will continue to be more expensive. They'll demand more and more money to do the job that they're asked to do. And then knowledge work will become increasingly more deflationary because so much of it will be automated by AI that those folks will…”

“Two weeks ago, he equated AI to nuclear weapons, which is an incredibly powerful technology whose genie you can't put back in the bottle, whose 99.9% of use cases are generally quite societally positive, but the .1% of use cases destroys humanity.”

“Four out of five startups that we've invested in and the majority of them that we're being pitched on right now are not only talking about AI, which they were all talking about it three years ago. They're actually implementing it now because the tool sets are …”

“It's a rule that doesn't exist anywhere that will never get disrupted by AI.”

“20, 25 years from now. I think the need to work will disappear. People will work because they want to work, not because they need to work”

“AI is already being integrated into the production pipeline. From creating Python scripts for visual effects workflows, To pre-visualizing the way that you want your film to look like, AI is already dramatically changing the way in which we approach our storie…”

“If a guy on a laptop could put this project together in 20 hours, soon AI was going to be capable of creating an emotionally resonant film.”

“It has a dot-com-esque because of AI feel to it, but we have, the Fed maybe is gonna raise a little bit more, but not.”

“I'm kind of getting to the point that I feel that much of what's happening is underhyped rather than overhyped.”

“So we kind of have this trade off. We either can understand what's going to happen, in which case we don't let our AIs really do what they can do, or we always say, okay, we're going to run the risk of the AI doing something unexpected.”

“I think the job of the venture capitalist changes really profoundly. I think there's a reasonable case to make that it doesn't exist. It's more of an automated system of capital against objectives, right?”

“Don Beyer is a former US ambassador, Democrat from Virginia. He must be 70. He went back to college, I think Johns Hopkins, and just received or is pursuing his degree in artificial intelligence.”

“There's going to be a proliferation of foundational models. The cost of those models will go to zero.”

“Even if they turn out to be good or great in AI, their AI franchises is never going to be as dominant as their search franchise was in that market.”

“This is just a drag coefficient on development of AI because, and on users, because now you've got to, like, word your prompt exactly the right way.”

“The economic impact of AI is so massively deflationary. It may be An order or two orders of magnitude more deflationary Then AWS was, and that was massively accretive to the startup economy.”

“The SaaS business model Is really a temporary phenomenon that existed between ubiquity of the internet and the development of AI and low cost, low code tools for developing software.”

“I think I'm going to go with Apple as my contrarian belief. I think Apple is going to become a player in AI. The end of the year, maybe they reboot Siri, but they're going to figure something out. And I think they're not going to. Remain on the sidelines when …”

“The trend I'm seeing with startups, like early stage startups, seed stage startups, which are really indicative of what startups will do later on, hiring people, cash basis, paying them hourly outside the United States, not having to worry about stock options,…”

“AI at its core is about probabilities. Okay. And so the company that can shrink probabilities into being as deterministic as possible. So where this is the right answer. We'll win.”

“And I think the AI will do a really good job eliminating level one. It'll start to eating to level two, but you're probably going to need humans to deal with the more complex cases.”

“I don't think it's necessarily new technology companies per se that are going to benefit most, but I think that it's businesses in traditional industries. That are going to be able to leverage these tools, whether they're using open source tools or third party…”

“As productivity goes up, which is what AI should give us, just as we've seen in the past, compensation also goes up, which means new job classes will be created.”

“25 years from now. I think the need to work will disappear.”

“AI will cause great abundance, but meaning for human beings will be the largest problem we face.”

“Yeah, I think AI is sort of, AI is very limited in the computational universe.”

“AI is really two markets, training and inference is going to be a hundred times bigger than training.”

“I don't know, like, when we get to intelligence too cheap to meter and so fast that it feels instantaneous to us and everything else, but I do believe we can get there for, you know, a pretty high level of intelligence, and I, it's important to us, it's clearl…”

“I think where we are is probably within two years of where the basic building blocks are standardized. And then I think the real businesses get built. So I will maintain my perspective here, which is the quote unquote Facebook of AI has yet to be created.”

“The opex of companies is just going to go down, which means the size of companies are going to shrink, which means the amount of money you need is going to go down. And that's just going to create the ability for these companies to sell those products cheaper.”

“It is true that we've spent probably seven hundred and fifty billion to a trillion dollars collectively now. On things with the AI label, but it is also true that that's probably generated less than ten billion dollars of revenue.”

“They need electricity at levels that nobody's ever experienced before to have, to be successful, to be a leader in AI. The amount of electricity they need is like double what we have right now and even triple what we have right now.”

“So the things that are like known knowns, to use the Donald Rumsfeld quote, will be automated away. Unknown knowns will also be automated away because that's just about computational horsepower. So any job that you did that's formulaic will get replaced probab…”

“I think crypto will be the way that AIs pay each other.”

“Well, I think the way that AI is going to influence education is that you could create highly customized AI tutors. And so I think the revolution could be that every kid can now receive, again, specialized, bespoke, custom education as opposed to being on an a…”

“And I expect that the same thing will happen with this next evolution of technology and human progress. Humans will find ways to create new things, to push themselves forward, to drive things forward.”

“He may be the first, I mean, Adyen, I think, is the first and really only company that's implemented AI in production at scale.”

“Anything that is a manufactured good or provided service will, I think, with the advent of AI plus robotics, that the cost of goods and services will be, will Trend to zero. Like, I'm not saying it'd be actually zero, but it'll be, everyone will be able to hav…”

“It's, like, just really hard To, you know, just forecast, like, you know, to think five years out, because, you know, based on the base technical capability of the AI is what enables the applications and then sometimes, you know, somebody will just whip up a l…”

“It does it correctly, like, 90% of the time, but am I really, like, is that then worth it if 10% of the time it's gonna make a mistake or taking too long or whatever? And then you have to work, work, work, work, work, work, work to get to perfect all those thi…”

“My model is AI feels like it does feel uncomfortably close to the bubble of 1999. So I'm, we haven't invested that much in it.”

“I keep thinking that AI in 20, 23, 24 is like the internet in 1999. It's really big, it's going to be very important, it's going to transform the world, not, you know, in six months, but in 20 years,”

“I mean, all the level one customer support is going to get replaced by AI.”

“Well, I think sales will be the one that's disrupted after customer support, but I don't know.”

“The most important thing from a technological perspective in this country today Is that we win AI. That is going to find everything militarily for us and economically for us, and that when you try to break up companies like Google and Facebook, you diminish ou…”

“And you fast forward 12 months and now you've got the architecture Where the AI can run its own QA testing and debugging and the AI can run its own kind of sales and marketing its own UX of the application and it can run everything.”

“I just don't agree with the TAM compression because I think there's another kind of counter event that's happening that, that AI is, is really going after like services. And so that then conversely expands the TAM software where IT budgets weren't usually appl…”

“Zuck is our counter pressure on the price of AI right now, and I think that he has a way of monetizing AI that is, I mean, Google kind of has a similar thing, but they're, they have a more existential challenge that I think they're actually doing relatively we…”

“Nat and Daniel so Nat Freeman, Daniel Gross, are, they're kind of quietly building probably one of the most powerful AI portfolios that that we're going to see kind of play out.”

“So I just think AI is going to really amplify inequality for some period of time.”

“I think AI is going to make more progress per quarter in 2025 than it did per year in 23 and 24.”

“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 .”

“So I do think that there's going to be a rewrite of video games in the video game industry with the variety of AI kind of capabilities that are hitting market now.”

“I actually think we're going to see a Cambrian explosion of creativity and development of different things. And some of them are going to be stupid ideas and some of them are going to be great, but I think it's going to make our job, especially at the seed sta…”

“Let me say something that builds on what Pincus was saying, which is, I think that this is a interesting window into the future of AI in the sense that I think what companies are internalizing slowly, that the first place that AI disintermediates is actually m…”

“When AI gets cheap, you know what's going to happen, guys? There's going to be a lot more AI, right? I don't think, I think the price elasticity on this one is actually positive. So as the price goes down, the revenue usage, everything's going to go up.”

“We know that China has basically caught up, or they're very, very close to catching up.”

“I think we will see job creation by AI that will be as fast or faster than job destruction.”

“We've had AI for two and a half years, and I think it's great, but so far it's a better search engine, and it helps high school kids cheat on their essays.”

“We've got a vice president who isn't cuckoo for cocoa puffs and who actually understands what AI is.”

“I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us for our own good, because that's how it always works.”

“We're doing construction for much cheaper right now.”

“We're gonna have a new job class, which is people who train AIs, And people who fact check AIs and refine AIs, and this could be a 50 to 150,000 dollar a year job, because every time you make the AI a little better, everybody on the planet gets to benefit from…”

“If we try to reconvene a new Bretton Woods, we have to have an anchor asset. So it's a really great question. What is that anchor asset? It has to be AI.”

“We need to measure and protect four critical areas. Everything else, I think we can deal with some inefficiency, some single points of failure, but the following four areas, Ezra, I would say are Sacrosanct. Number one is all of the technology, both the chips …”

“Some of those, I don't think the entire economy should be the gig economy, but I do think some of those jobs are going to be eliminated by AI are the jobs that allow people to get good at other things while they're doing them. So people that are in entertainme…”

“So I do think like as AI kind of takes over education, I do expect that the workplace will change, Tim, and we will start to see more of this integration between education and workplace enabled by this AI driven kind of, you know, development system, which is …”

“The rate of improvement of AI is faster than any technology I've ever seen by far.”

“To me, it's a little bit like the end of the Mac seven.”

“I think to me quantum feels like where AI was around, you know, 2015.”

“Being a computer scientist, it is, you know, the most exciting thing, you know, of my life, just technologically.”

“And more recently, the post-training, especially as the thinking models have come around. And that's been, you know, another huge step up in general in AI. So you know, we don't really know what the ceiling is.”

“With my skill of math and coding, I feel like I'm better off just turning to the AI now.”

“Management is like the easiest thing to do with AI.”

“Like, they, you know, can win, like, math contests and coding contests, things like that against, you know, some top humans.”

“I suspect it'll be done in less than a year. And for a large swath of users, they are going to put AI in the front door. I think that's a fait accompli.”

“Management is going to know who in the organization is actually doing work, what work they're doing, and what the result of that work is through AI. That is the future of management, and you take out all bias, All, you know, loyalty, and the AI is going to do …”

“Every interaction humans have with ourselves and the world around us will have in its substrate AI.”

“And so I just think this idea that boom, 20% of the workforce is going to be unemployed in two years. I just don't think that it's going to work that way.”

“So generally speaking, I think that the premise that AI destroys jobs is wrong because it doesn't take into account the significantly higher return on invested capital, which means more capital is going to be deployed, which means actually far more jobs are go…”

“I actually think that probably the single greatest dystopian risk Associated with AI is the risk that government uses it to control all of us.”

“In fact, what I think we're going to see is much more venture capital flowing into new tech startups, much more capital being deployed because the return on the invested capital is so, so, so much higher because of AI.”

“There's no question that the armies of the future are going to be drones and robots, and they're going to be AI powered.”

“I think they'll have just about two 50 plus or -10%. I don't think if I could pick push as the answer, I would pick push, which is they're going to get 10% better every year with AI, 20% more efficient. Therefore, they don't need to add people, but I also don'…”

“I mean, if you think about where AI is going to accrue economic surplus first, it's likely going to be in the US, not global GDP.”

“No, that's Michael Kratzios. I just do my two issues. I've got AI and crypto.”

“I don't think MAGA can exist successfully without the tech alignment. I don't think tech can exist without MAGA because of the government alignment and the importance of the government allowing these new technologies like AI to come to market and to proliferat…”

“And we could see kids in Africa and kids in South Asia getting the equivalent of a Harvard graduate school degree at a cost of zero through personalized tutoring enabled through AI and the ubiquitous access to knowledge and information.”

“I don't think MAGA can exist successfully without the tech alignment. I don't think tech can exist without MAGA because of the government alignment and the importance of the government allowing these new technologies like AI to come to market and to proliferat…”

“The performance is absolutely miserable on the most important technology through the last 70 years, but the company is still alive and still worth trillions of dollars because it's vertically integrated.”

“I think the American party is a great idea. I just don't know that it is the highest and best use of Elon's talents at this moment in time with what's happening with AI. And just, you know, to the extent Elon is a friend of the pod, I just think staying focuse…”

“I think software is the first area where you've seen a real true kind of economic productivity impact.”

“Being the low-cost producer is really going to matter in AI because at some level, the amount of tokens you produce is intelligence because of test time compute you know, post-training reinforcement learning, and so if you can produce those tokens at a lower c…”

“I think there's a billion people in the developed world who could spend, let's call it a hundred a month. It's 1200 a year. It doesn't take a genius to figure out this is a trillion dollars in revenue based on market cap. That's probably 10 trillion dollars in…”

“I just think the most important thing in the market by far is AI kind of overwhelms everything else.”

“Without AI, we would not be winning back these industries”

“In fact, with regard to AI, the Biden administration banned the use of SBA based loans for use of purchasing technology and AI.”

“We're gonna create millions of solopreneurs who are gonna have massive software companies or manufacturing companies thanks to AI.”

“AI in the way it's being used here could never replace our frontline staff.”

“Everyone is afraid of AI replacing the human. That's not what I'm seeing. I'm seeing it make the most The person with the greatest taste more valuable and an ability to spread that to the breadth of the organization.”

“I think what's become apparent to me, and I think is wrong in the press narrative today, is that AI is destroying jobs. I think what we are seeing on the ground is an incredible job creation engine that's underway”

“There's almost always a choice in the United States. It's just people don't know where to find them, and how to negotiate with them, and how to get in touch with them even. And so that's a solved problem now through AI.”

“When you look at their technology industry, I think that's the only tech industry, especially when it comes to things like AI, where they're even sort of knocking on the door of America.”

“I think it's going to lead to a new food revolution where we can grow a lot more food. On a lot less land.”

“I don't necessarily see the AI, you know, designing our next generation GPU. But I do see it helping us design the next generation GPU much faster and more reliably, so.”

“Every single software engineer today uses AI, not one left behind. A hundred percent of our chip designers use AI.”

“If you're not using AI, you're gonna lose your job to somebody who uses AI.”

“Natural gas is what's going to power AI. Let's just be honest. What's going to be the main source of new electricity in the United States by far and away? Natural gas.”

“With AI that we can go back to the paradigm When I was younger, in the nineties, Alan Greenspan was able to run the economy very hot in the nineties, and because, you know, it was the IT boom, and we had this very powerful non-inflationary growth, and I think …”

“Right now we're leading China very substantially in AI, very, very substantially,”

“If AI outputs text, or outputs audio, or outputs video that contains copyright material, it is a hundred percent in violation of copyright.”

“If the AI is learning, it is understanding patterns, it is understanding reasoning, it is understanding concepts by reading copyright material, just like humans do. A writer, an author, reads a bunch of fiction, learns good techniques, learns good concepts, le…”

“You're a hundred percent correct. That should be paid for or licensed.”

“In the absence of power, I think AI is, is not going to be the thing that we think it can be. So that's going to create an enormous amount of appetite by the federal government to do deals and get players on the field.”

“Well, as you might imagine, I'm definitely in the existential race category.”

“My guess is that we're in a pretty good time for VC because of AI and the disruption is causing. And the potential for value creation it's creating. It's sort of restocking the pond with opportunities for many more big companies to be created. And I think ulti…”

“The dot-com boom was a, became a bubble that burst, but the ultimate promise of the internet was realized many orders of magnitude greater than I think, you know, most folks declared and proclaimed at the time. It was just delayed by a few years. I think it's …”

“We're seeing on the field that maybe the salespeople aren't being replaced by AI, but the SDRs are becoming 10 times, like literally 10 times more effective at finding the next lead. At organizing leads and targets.”

“And I suspect we're about to go through that same cycle in AI.”

“I think it's overstated that how great AI is going to be. I think it's going to be a lot of cool things, and I think some people are going to get caught. We're going to have too many data centers at one point, and I don't care how much electricity they're suck…”

“AI, like any other technology prior, provides leverage on human time, and therefore leverage on human capital. And when you get a higher ROI on capital, you generally have more capital flow in, not less. So people will invest more in people. They will pay more…”

“And then probably within five, like say, 2030, probably AI is smarter than the sum of all humans.”

“I think that we might have AI smarter than any single human at anything as soon as next year.”

“AI today, I would say doesn't have true creativity in the sense that it can't come up with a new conjecture yet or a new hypothesis. It can maybe prove something that you give it but it's not able to come up with a sort of new idea or new theory itself.”

“I don't think you're gonna get there without some significant labor force disruption.”

“And I predict that the teachers unions are going to fight tooth and nail from seeing AI show up, and it's going to challenge our ability to kind of provide this advantage for our students.”

“In fact, I think a lot more unrepresented jobs are going to disappear as a result of AI than represented jobs over the next 10 years.”

“For the general public, quantum computing is such a massive unlock in terms of how much we can process that it's going to be as big of a wealth creator if we pull it off as AI.”

“China's getting very good at patent hacking. So what they do is they look at that chemical structure. They work backwards, sometimes driven by AI. Algorithms define chemical structures that will behave similarly, but are outside the patent scope, and they go f…”

“Our business is not one yet where I can say I'm hiring less people because of AI. I'm certainly hiring less finance people and legal people.”

“Every consumer, every business is going to want to run AI. A lot of them are going to want to run it on their own infrastructure. Consumers are going to want to run it on their own phone. You're going to have an AI that's highly personalized to you. And so eve…”

“And I think that one way to kind of think about this thesis is that AI is gonna ultimately accrue to video game entertainment far more than social media entertainment or traditional content.”

“I've seen a survey of Chinese firms last year, only eight percent have Are using AI. We're using AI in their business. Now that number is approaching half. 50%.”

“So I don't think AI is a winner take all field.”

“If we get business plan submissions, we have an AI system that'll summarize it for me, so I get a very quick read on the company, a quick summarization of the quality of the Team and a very quick analysis of the competitive dynamics and the other companies I s…”

“40% of US GDP growth this year is AI. And AI companies have accounted for 80% of the gain in US stocks this year.”

“If we just allow it to happen, if we allow the innovators to do what they do best, I think this is going to drive four or five percent GDP growth for the next few years.”

“While the autonomous mobility space might be the biggest revenue generator in the short term, we believe that the most profound application of AI is in healthcare.”

“There is a big risk of AI in this business. I mean, in a big, big way. There's so many verticals that are going to get disrupted.”

“Right now, I think we're still in the novelty slopware phase of AI, where most of it is about speed, and you know, you're spending a lot of money to try to get crappy outcomes out faster.”

“We just came off a quarter of 3.8% economic growth Of which, 40% was attributable to AI.”

“If it were true, That we were seeing massive AI job loss. You would see the percent of white collar jobs dropping in the economy. That has not happened.”

“There's not going to be a federal bailout for AI. Not going to happen.”

“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…”

“AI has been responsible for about half of GDP growth this year.”

“So, let's say in a world in 10 years where you have these super intelligent computers and systems and models, okay? In my thinking, what that does is it reorders the geopolitics of all countries in the world where you're in one of three buckets. In bucket numb…”

“Calling AI American intelligence is actually the smartest and best one could do around AI.”

“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.”

“In China, they're proposing, and Saxon President Trump, the amazing President Trump, will be doing an AI national edict soon, I believe, or an executive order.”

“Where I disagree with my friends on the right is I just don't think that's what's going to happen. I mean, I could be wrong, but I just don't think that's what's happening. It hasn't happened yet. I don't think that's what's going to happen.”

“And if you look at the year to date in the Challenger Gray report, AI has only accounted for 4.7% of total layoffs.”

“AI is the new lightning rod. For fear and for divisiveness that ultimately breeds compliance and control, which is where these politicians are trying to drive the populace and the voting conditions in the United States.”

“There isn't an aggregation at this stage of value creation with the exception of Nvidia, which has really got this three trillion dollar market cap creation that's happened in the last couple of years.”

“There's a new study from Vanguard where they analyze job growth and wage growth in occupations that are highly exposed to AI automation versus all occupations. And they find that both job growth and wage growth is higher, not lower in the occupations that are …”

“China is not just in a catch-up race, they're in a primacy race, and they are trying to develop primacy and lithography technology, which will give them primacy in manufacturing, Which will give them primacy in AI, which will give them economic leverage over t…”

“AI will increase demand for knowledge workers, not decrease it.”

“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 it's very likely because the challenge with this is how can you actually manufacture Those nano devices where you can take really low volumes and be accurate and measure these things. Technology wasn't there. So when you're going back to our hardware m…”

“So if you're a call center in an emerging country today, There's a declining asset value because you know it's going to be displaced with AI.”

“I think everything we've seen over the last 30 years of technology, from the PC revolution, To cloud computing, to the internet, mobile, all of that is going to be dwarfed in comparison to the impact that AI is going to have on society.”

“It took, and you know, some often still takes, 60 days just for the FDA to tell you that your application is complete. We're going to get that down to one day. We're going to use AI.”

“Top-down is if I look at the ROI of applying AI in customer service or in supply chain, or in HR self-service, those are the easy projects where IT and CXOs can make calls, and that's where you're seeing the first drop of real AI adoption.”

“So that's kind of the dream that I have, that ultimately we as a country can almost double our R and D output over the next 10 years because of AI.”

“In China, AI optimism was 83%. So 83% of the population feels that it's going to be more beneficial than harmful. That number of the United States is only 39%.”

“I think we are heading toward towards a world of much greater abundance, rising living standards for everybody, greater productivity. I think that will lead to rising wages. I don't think it's going to put everyone out of work.”

“A lot of it comes down to this really interesting gap that exists in AI, which is like all the information and data set that you need to actually turn all of this into actual return on investment and productivity gains, especially for these, like, large infras…”

“I think we are still really early in the demand for AI compute, and I think if you think about, you know, what portion of enterprises have really adopted AI in a meaningful way that has changed their workflow, it's tiny.”

“I basically, I think if the AI plays out as we all think it will with robots and a lot of, there will be job displacement, but it means that we'll be in a world of more abundance and people are going to have jobs that there's like, they're streaming on video g…”

“So you don't need like a perfect API anymore. You just get the unstructured data, dump it in, and now it just works.”

“I think these kinds of credit intermediation models powered by AI and blockchain networks can actually further increase money velocity.”

“I think we're going to see an acceleration of GDP growth. Pick, pick your time frame. Three, five, 10, 15 years. Like, we're gonna see, I think, an extraordinary period of economic growth acceleration.”

“If you take these next generation systems and you marry them to open source, you're going to cut the cost of AI by 90%.”

“There about a 100,000 layoffs in January. Now, roughly half of those, I think were localized to UPS, which was severing its deal with Amazon. And then Amazon was basically making a bunch of efficiency cuts. Only seven percent were related to AI.”

“I believe that we have enough technology with, you know, gaming, understanding of human psychology with AI. A single app can deliver all the education content you need. And we can do that for free.”

“As you may recall on the prediction show for this year, my most contrarian belief is that AI would increase demand for knowledge workers, not put them out of business.”

“What if it doesn't eliminate, I don't think AI is going to get rid of Salesforce, but it could eat into their growth opportunity.”

“It may be the case that knowledge work in general is also a transitory phenomenon that only existed between the foundation of the computer or computing tools and the existence of AI, generally speaking.”

“It looks to me like AI basically is eating everything and it might eat itself. And what I mean by that is not produce adequate profits.”

“I mean, it's, I believe that a sophisticated drone war is going to be drone swarms controlled by AI to some degree or another, right?”

“This technology disrupts humanities trained, largely democratic voters and makes their economic power less, and increases the power, economic power of vocationally trained, working class, often male voters,”

“ICE is more popular than AI.”

“There's not a single good example that we can find of sustained positive margin expansion and impact of AI inside of a true corporate enterprise that is not right now a small test.”

“Fundamentally, our business, and I think the business of every other model provider, is gonna look like selling tokens, but we see a future where intelligence is a utility, like electricity or water, and people buy it from us. On a meter and use it for whateve…”

“AI recently ranked as the most unfavorable term of a list of terms, including President Trump.”

“Our greatest source of national security concern with respect to AI is that other countries adopt this technology while we are so angry at it or afraid of it or somehow paranoid of it that Our industries, our society don't take advantage of AI.”

“AI is the operating system. Like earlier in the traditional operating system, you execute programmatically. Now you start with objectives, not specific instructions.”

“I always think of inference as the monetization of the investment in artificial intelligence.”

“And it's going to expand the work productivity of that organization, not just create new features, which is what we focus on when we talk about software companies, but really imagine a complex business being able to do 10 times the output it can do today with …”

“The American population is incrementally getting more and more negative on the whole subject matter writ large.”

“It's 75% of GDP growth in Q-one.”

“And AI ranked 29 out of 39.”

“There is literally not a scintilla of evidence that AI has helped lift the operating margins of the S&P.”

“I mean, that's why we back Cosmos, who is doing, backing people who do AI based on these principles of market-based management, based on these principles of human progress.”

“So I would say that multi-sensory models are the next big wave for AI”

“We're listening too much to the inventors of AI. I know that's appealing. They're geniuses. They're smart. We need to be listening to the frontline factory workers who are using AI saying, wow, I was able to add a third shift. I was able to hire more workers. …”

“If we do try and slow down AI, we kind of lose this moment of balance that's necessary when you have a technology proliferation, like we saw with the arms race after World War II, that, you know, we're gonna see again here.”

“Well, I very much agree with the Pope that the biggest risk of AI is a centralization of power, and then it's misuse against us in some Orwellian way. I think it's government that's gonna do that.”

“If AI is this very powerful technology, I think it needs to be decentralized so that all of us can protect ourselves to some degree, right? We need to be able to run, we need to be able to run the AI ourselves on our own hardware if we so choose, so we're not …”

“I think the best way to protect yourself from AI is to be the most AI enabled version of yourself you can be.”

“This is why people think, oh, this is going to wipe out all the jobs. No, someone still has to supervise, iterate, validate, you know, all those kinds of things.”

“And I think that, I don't think it goes away because I think you learn how to get better at it over time. So having an early advantage, I think will extend for a while because you can learn more, more and more things you can accomplish.”

“There's this notion, which we talked about briefly last time, that AI is really democratizing intelligence. What that means is I have 250 people in marketing that produce varied forms of output. Now I can get 90% of the output to be consistent across those 250…”

“I think we're gonna have more people at Palo Alto on the technology side than we've ever had before, because I think AI is causing everything to ask for a transformation.”

“I think we're at the Atari command line stage of AI, and we're going to get to the, you know, PlayStation 10 stage in the next five years.”

“At that time, Google would not let us use the term AI. And this persisted for many years.”

“A lot of the people that oppose that, now a lot of that opposition is funded by a lot of these groups that are aligned with CCP.”

“The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground. It is only a matter of time before people wake up to this, and they realize that this narrative that they've all been sold is a cr…”

“AI is, I think, going to be the defining political issue of the midterms, and for sure the next presidential election.”

“Human in the loop will be the premium, and we will all realize in the next year and a half, the importance of human in the loop, even in the context of AI and automation working, human in the loop is going to be more valuable, and then you're going to pay a pr…”

“There is no job loss with AI. It is an absolute scam to tell the world that AI is taking away jobs and destroying jobs and the world is shifting. It is clunky. It is valuable. It is going to take some time and it is going to create far more jobs than it is des…”

“Customer service jobs are going to go away because consumers prefer to talk to the AI and it's perfect at that. Entry level jobs around data entry, around business process outsourcing, those are going to go away. So will driving cabs.”

“But AI is not going to, you know, take away 50% of the jobs. There's just so much it can't do that regular people need it to do.”

“If AI does what we know it will do, the companies that are disruptive don't have to be enormous companies.”

“So AI is a lot harder to implement than anybody expected. For sure.”

“For health, it's going to make a huge difference, but it's not going to replace doctors.”

“Nothing's going to be texting pictures in 10 years, right?”

“So if you want to bet an AI, I think the best public market stock to own is Google.”

“But I do think there's something fundamental to consciousness That relates to the drive for survival in a physical sense. You have to have physical sensing and physical responsiveness to learn.”

“Artificial intelligence actually just gives the military the opportunity to, one, operate at a greater scale and then operate more efficiently. These aren't robots actually just making decisions on when to go to war or not.”

“It's almost impossible for a software company today to keep any decent sales people to keep any different, decent product development people, because they all want to go work on AI.”

“I think maintenance mode becomes way easier with AI because you don't need the historical knowledge anymore. The AI can go in and sort of reconstitute that, that historical knowledge.”

“These EA types thought they're gonna institute global compute governance. Somehow they're gonna get, like, Some global agreement with China. Total pipe dream. Never going to happen. If we slow down, China is just going to race ahead.”

“Capitalism, there, it's, there's gonna be a use for the most computationally efficient intelligences on planet Earth, and those are human intelligences.”

“We fundamentally believe that AI is going to be the biggest unlock to scientific discovery in the history of the world. Whether you're in material science, whether you're in chemistry, whether you're in math, whether you're in physics, you know, applying AI to…”

“AI optimism in China is over 80%, meaning they pull on the question, do you think AI will be more beneficial and harmful? Over 80% of Chinese people say yes. In the US, that number is in like 30%.”

“This is a standing disclosure for all future publications that I put out, including tweets, is that I try not to publish anything Without running it through AI first to fact check it, to line edit it, and to help me make the best argument I can. So this is a s…”

“And by the way, I think the job loss narrative is another one of those simplistic extrapolations. What is the job loss narrative is. Now AI can do knowledge work. Therefore, knowledge workers are all going to lose their jobs. It completely ignores the fact tha…”

“So I've been saying for a while that the US is ahead of China in every category except one, which is optimism. And that is the biggest risk to us winning this AI race against China is doing something that will shoot ourselves in the foot because we're so pessi…”

“And I think what it will do is it is a self-imposed form of modern segregation. And it is going to completely push an entire generation of kids in these cities that are subject to these rules into poverty, and it will keep them there. And so in as much, I thin…”

“And this is my kind of common sense belief, not rooted in some study that AI ultimately will lead to a much more kind of personalized system of education for students. And that is deeply disruptive and deeply threatening to the traditionalist systems of educat…”

“No, I don't. And look, there's nothing new here. This is the same doomer histrionics that we've been hearing from this crowd for a long time.”

“AI is a tool of leverage. For humans. AI is not some magical genius super god that sits above us that understands things we don't understand. Every piece of the open AI message set that went back and forth between these agents is documented, can be read by peo…”

“Because open source is what drops the cost of AI by 50 X and makes it available to everyone so everyone can benefit from AI and no one gets rich.”

“The only way to solve AI cyber attacks is with AI powered cyber defense. We all know that.”

“AI can do these amazing things. But if you need a human to do something as part of the process, AI doesn't really do that much for you.”

“What happened was the AI just did a bunch of brute force work to come up with this answer. And the work was done across many, many computers. 10,000 agents just means 10,000 applications running on a computer, talking back and forth to one another, sharing inf…”