Opinion
Ghodsi: We already have AGI based on historical definitions
“I think we have AGI. I think we have artificial general intelligence. We really have it. We absolutely have it. It's like, Anyone who says we need to get to AGI, that's like, it's a, it's false premise to start with. We already have AGI.”
Prediction Open · timeframe Dec 2030
Ghodsi: Speech interfaces will completely eliminate physical keyboards
“Like I think keyboards are kind of basically going to disappear. Completely. We haven't actually nailed speech. I know it feels like we have, but we haven't, because you're still using your keyboard. So as long as you're using a keyboard, we haven't nailed spe…”
Opinion
Ghodsi: Large language models have become interchangeable commodities
“Yeah, look, I think the LLM is a commodity. People are not saying that, but it is a commodity. Like, and, you know, when I took econ classes, commodity was when it's interchangeable. Like, you can get gas from this gas station, or you can get gas from that gas…”
Insight
Ghodsi: Desktop AI automation stalls because frozen models lack continuous learning
“The biggest problem is that you bake a model, and that's where it's learned everything it needs to learn, and then you freeze it, and then you launch it, and then maybe you give it some context, but that's it. It's frozen. So therein lies the problem that, you…”
Opinion
Ghodsi: Enterprises do not need superintelligence to capture massive AI value
“We have the AGI we need. Let us just focus on solving the actual problems inside the organizations, and I think we can already, that's enough to automate a lot of the tasks and get huge economic value out of it. We don't actually need superintelligence for tha…”
Prediction Not checkable as stated
Ghodsi: Most AI economic value will accrue to applications
“But I do think most of the value will accrue to the apps. So it's kind of, and I think that's common sense. It's just, I just don't know which apps.”
Opinion
Ghodsi: AI automation in customer support is overhyped
“I think automating, like, customer service and support is a little bit overhyped.”
Assertion Supported
Ghodsi: RBC AI agents produce equity research reports in 15 minutes
“Royal Bank of Canada built agents with us that basically take, As soon as an earnings report comes out. So equity research analyst, their job is to put together these, you know, reports that say, like, you know, this is a buy, this is a, you know, hold, and so…”
Assertion Supported
Ghodsi: Merck developed transformer model TEDDY for AI drug discovery
“In healthcare, we have you know, customer Merck that in the life science space created a model called TEDDY. TEDDY stands for Transformer Enabled. Drug discovery. And this is a transformer model, kind of just like large language models that can predict the nex…”
Insight
Ghodsi: Enterprise AI advantage lies in proprietary data and processes
“It really comes down to your company. What data does your company have that's special? That your competitors don't have. Can you leverage that? And can you build AI that really understands that data? Because that's not a commodity. There's not an AI out there …”
Assertion Supported
Ghodsi: High-profile startups attempting to replace RPA with GenAI have failed
“There has been many startups that have failed in the generative AI. We're going to replace RPA with generative AI models. There's many startups that failed actually that I know of, like pretty some high profile ones.”
Prediction Not checkable as stated
Ghodsi: Users will speak rather than type to software within two years
“That I think is going to happen, yeah, that will happen in the next couple of years, and even Glean, you'll, you won't be wanting to type, you'll want to talk to it.”
Assertion Open · timeframe Dec 2028
Ghodsi: Databricks has 6,000 GTM staff and 3,000-4,000 R&D employees
“Databricks is a big, you know, 6000 person go to market org and three, 4000 person R&D org, and then there's some back office stuff.”
Ali Ghodsi