AI companies

“So you're probably going to hire a bunch of EA people and you're going to have to make them happy because they could leave at any time. Right there. There's huge competition for people who actually build these systems. So there's that, but then, you know, so t…”

“If a company were to embrace the right to warn the way we've discussed it there would be a lot of people like William or others who would say, that's the kind of company I want to work for. And so that company would achieve an advantage of talent that might, y…”

“If even just software development gets totally disrupted, if that's the only thing that comes out of this, which seems like pretty likely at this point, like that's enough for, you know, for these companies to make a ton of money. It's still like a good invest…”

“I think voluntary commitments from AI companies are also a distraction because the companies will, you should expect most of them by default to just break those sorts of commitments if they end up going up against economic competitiveness.”

“I wouldn't be shocked if that sort of backfires against these companies in some way. Like, I'm not really sure that people want to use this new technology to sort of dredge up The past and have all of that historical context.”

“Like I do think companies will continue to pour exponentially more computing to train these systems and they'll continue to do it over the next many years, because even if there's diminishing returns, the value of intelligence is so high that it's still worth …”

“And so that's the sort of thing where I think a marketplace over time can develop where original valuable content will get compensated and there will be a clearing price in the market once we have that scarcity that's created by that wall.”

“Starting really 18 months ago is that those companies said, hey, I know we hired you in order to stop the Chinese hackers, but we have this new threat that's there... And it was only when we actually saw the data and we saw how AI companies were taking content…”

“80% of the AI companies are our customers of ours, and so, so we project them as well.”

“In order for AI to get better, you have to have original content. People have to be going out and creating that. And right now we're strangling off all of the incentives for that content creation, which not only hurts content creators, it will ultimately hurt …”

“And that to me is, I think it's a problem, and that's why I think these companies are gonna have to have clarity over which one they're going for. You cannot really do all three. Maybe you can do it in the same product, but you definitely need a switcher.”

“I think as long as the year have good times, then there'll be massive multiples that will be attached to AI companies. But second, we see a sign of a slowdown. I think that will deflate exceptionally fast.”

“I think until, yeah, There's like an exorbitant cost to any of these companies. Nothing's gonna happen.”

“The information they're pulling in, it is literally going to stop showing up on the internet. And it's like chat TPT will give you good advice for a 20, 25 and earlier, but nothing beyond that.”

“If we get any money out of these AI companies, we want to give all of it back to the creators. Like so far, every other platform has been doing side deals and then just pocketing the money.”

“I think that if we can't find some fair exchange of value, if we can't get something going, if they insist on continuing to train and work around our blocks and, you know, continuing to avoid even paying for what they're training on. I think we're just like …”

“Inevitably, I mean, you, there's only a certain number of sources that you can go to for money and then you eventually look for governments. I just don't think we're at that. I think that stage is still a couple years away. I don't think we're there yet.”

“And then what these companies are doing is putting power, what they call behind the meter, which is to say generators and turbines and diesel trucks, because it's so lucrative that it's worth it for them to park 10 diesel trucks and run them so they can power …”

“At a high level, the big AI companies have made these safety pledges of how they will treat their systems as they get more and more capable, but they are largely self-enforced. And so there's a lot of temptation to water down your commitments and go ahead with…”

“The job of an engineer at one of these companies now is much more supervising these agents as opposed to writing the code yourself.”

“I think by getting students and teachers excited about the capabilities and features of the AI that you're offering, creates a foundation that, that they'll, they'll want to be comfortable with, and they'll stick with those tools for a long, long time.”

“The economics of a general or an AI company are just fundamentally different than software. That like, it's more akin to industrial companies or something, because you're paying for The compute costs. So the resources in can scale linearly or somewhat linearly…”

“And then notably, even for the AI companies, they're actually growing on subscription spend faster than they're growing on token spend.”

“So will AI's build an amazing sort of profile of you based off of all the personal data and then use that for ads? Most certainly.”