AI startup

“I do think that the mortality rate in AI is going to be very high and the winners are going to be incredibly large. And if this is all as big as we think it is, this is going to play out over decades.”

“Two, as I understand it, there is a substantial double taxation risk, and if this is not the case, it's the thing I'd love for someone to educate me on, but the way the money makes it from the Mag-Seven to the investors, I think is two-step. One, the money is …”

“In the internet age, all the startups began with Oracle and Sun. And eventually they all moved to Linux and MySQL. And so there was a, we got to win it all cost phase. And then there was a phase where you started worrying about cost and optimization. And so on…”

“I mean, I think the fundamental problem of you know, this patchwork approach is quite frankly, I mean, between OpenAI and Microsoft, we'll figure out a way to navigate this, right? I mean we can figure this out. The problem is anyone starting a startup and try…”

“If I was starting a company today, I, I'm really excited about these companies that are going into companies and getting extremely hands-on and doing effect effectively professional services with AI because we've saturated all the evals and you need to get pro…”