AI model

also referred to as: ai models

7 statements across 6 episodes · 4 bullish · 0 bearish · 6 people on the record · first statement Feb 16, 2022 by Joe Lonsdale · across every show →

Everything said about AI model, oldest first

Feb 16, 2022 neutral
Assertion Supported
Lonsdale: Training frontier AI models costs $14 million to $15 million
“Right now it takes, I think, about fifteen million dollars, fourteen million dollars to train these models right now.”
Joe Lonsdale Feb 16, 2022 ▶ 17:10 Reviving a Culture of Innovation with Tyler Cowen · Joe Lonsdale
Jun 12, 2025 bullish
Insight
Wu: Raw intelligence is no longer the bottleneck in AI
“I think what it kind of shows, I would say is actually, I think we're at a point now where intelligence actually isn't the bottleneck, if that makes sense. You know, I think these models are capable of solving some really, really hard problems.”
Scott Wu Jun 12, 2025 ▶ 42:45 From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
Sep 25, 2025
Assertion Partly supported
Levi: Studios Fed 150,000 Scripts into an AI Model
“And the studios have already fed a 150,000 of the best scripts ever written into an AI model.”
Zachary Levi Sep 25, 2025 ▶ 46:23 What Happens When AI Can Do Every Job? · Joe Lonsdale
Mar 27, 2026 bullish
Assertion Partly supported
Wu: AI autonomous work capacity doubles 4-5 times per year
“And I think for the last few years, it's doubled about four or five times every year, you know, which is insane, which means, you know, you wait two or three months and it's already doing twice as much work.”
Scott Wu Mar 27, 2026 ▶ 45:58 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Jul 9, 2026 neutral
Prediction Not checkable as stated
JD Ross: Enterprise absorption will bottleneck AI adoption for years
“The ability to absorb and adopt the tools is going to be the limiting factor for years to come. And I think that the capabilities of these models is already so far ahead of our ability in most enterprises to just absorb and adopt change that that is like the w…”
JD Ross Jul 9, 2026 ▶ 16:54 Why AI is Bigger Than the Industrial Revolution
Jul 9, 2026 bullish
Assertion Not checkable as stated
Bevirt: Joby's chief aerodynamicist is 10x faster using AI
“He's now able to build in an afternoon What would have previously taken him weeks or months? he's like, I'm 10 X per 10 X as productive as I was just a few months ago.”
JoeBen Bevirt Jul 9, 2026 ▶ 29:22 Why AI is Bigger Than the Industrial Revolution
Jul 30, 2026 bullish
Prediction Not checkable as stated
Levie: Trillions in market cap will emerge from AI bridge layer
“There's this layer that's sort of needed between the model's capabilities and the ultimate customer's workflow, and that's kind of this bridge layer. And that's where effectively, you know, probably trillions of dollars of market cap will eventually emerge.”
Aaron Levie Jul 30, 2026 ▶ 39:11 Why AI Creators Keep Panicking (They're Wrong)
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