generative AI

11 statements across 9 episodes · 9 bullish · 1 bearish · 5 people on the record · first statement Dec 3, 2022 by David Friedberg · across every show →

Everything said about generative AI, oldest first

Dec 3, 2022 neutral
Prediction Held up
Friedberg: Generative AI will be Silicon Valley's next hype and bubble cycle
“My guess is the next hype cycle, the next bubble cycle in Silicon Valley will absolutely be this generative AI business.”
David Friedberg Dec 3, 2022 ▶ 1:16:25 E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
Dec 24, 2022 bullish
Assertion Not checkable as stated
Friedberg: Massive wave of founders building generative AI startups
“There's an absolute friggin tidal wave of people trying to start companies that are leveraging tools and generative AI to kind of reinvent everything from workplace tools, enterprise software, all the way through to media games and entertainment.”
David Friedberg Dec 24, 2022 ▶ 2:02:04 E109: 2022 Bestie Awards Live from Twitter HQ
Jan 6, 2023 bullish
Prediction Not checkable as stated
Friedberg predicts AI will write a published novel and symphony in 2023
“I am excited about the generative AI based media that I think is going to start to kind of rocket this year. We could see, for example, the first You know, AI written symphony, the first kind of AI written published novel.”
David Friedberg Jan 6, 2023 ▶ 1:25:24 E110: 2023 Bestie Predictions!
Nov 3, 2023 bearish
Assertion Not checkable as stated
Chamath: Generative AI lacks any proven 10x productivity use case yet
“There is no golden goose yet. There's just a lot of really interesting stuff that people can say is novel and it's inspiring to see, but by no means has there been just a proven use case that is 10 X in productivity.”
Chamath Palihapitiya Nov 3, 2023 ▶ 1:25:51 E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
Jan 6, 2024 bullish
Prediction Held up
Friedberg: Major IP owners like Disney will license content to AI in 2024
“Rights holder is getting licensing deals for generative AI, or there's gonna be a couple of blockbuster deals this year. Where you'll see like Disney license out a chunk of their library.”
David Friedberg Jan 6, 2024 ▶ 40:25 E160: 2024 Predictions! Markets, tech, politics, and more
Jan 6, 2024 bullish
Prediction Didn’t hold up
Friedberg: Personalized generative AI news products will launch in 2024
“I do think it's going to happen in 20, 24, where a series of products will come out that start to look like this and it'll get”
David Friedberg Jan 6, 2024 ▶ 1:20:14 E160: 2024 Predictions! Markets, tech, politics, and more
May 31, 2024 bullish
Prediction Not checkable as stated
Startups will flood enterprise software market with cheaper AI tools
“And the odds are overwhelmingly such that a bunch of small companies will flood this opportunity and provides cheaper, smaller, more flexible capabilities.”
Chamath Palihapitiya May 31, 2024 ▶ 1:10:43 Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
Apr 3, 2025 positive
Disclosure
Rosenblum: Colin and Samir increasingly use AI tools for scripting
“Even within our organization and with a lot of other creators, the amount of AI tools that we're using, from like scripting to even cutting the angles on our show, like we're continually adopting more and more AI tools, and I think, ah, which is the way it sho…”
Colin Rosenblum Apr 3, 2025 ▶ 37:17 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 bullish
Prediction Not checkable as stated
Friedberg: Indistinguishable AI newscasters will generate personalized feeds within years
“Maybe you end up getting your personal newsfeed with the newscaster, or the podcaster, or the Knicks superfans reading to you what happened at the game last night, that's Gen AI completely, and it's indistinguishable from reality. That's where I think things m…”
David Friedberg Apr 3, 2025 ▶ 40:47 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Oct 10, 2025 bullish
Prediction Open · timeframe Dec 2030
Gerstner: Generative AI revenue will exceed $1T annually by 2030
“We see about a hundred billion dollars already in incremental generative AI revenue in twenty-twenty-six. That has to grow to well over a trillion by twenty-thirty.”
Brad Gerstner Oct 10, 2025 ▶ 1:05:13 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Mar 19, 2026 bullish
Assertion Not checkable as stated
Huang: Reasoning and agentic AI drive compound 10,000x increase in compute
“When we went from generative to reasoning, the amount of computation we needed was about a hundred times. When we went from reasoning to agentic, the computation is probably another hundred times.”
Jensen Huang Mar 19, 2026 ▶ 22:19 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
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