AI industry

“The bottom line is what's driving it, and it's not that likely, unless Congress steps in, that there will be a pause.”

“And in fact, like the thing that people always look at in terms of model performance is this chat bot arena where they put two answers from different chat bots side by side and say, okay, well, which one is the best? And that's kind of, it seems janky, but it'…”

“One kind of mid-tier AI startup was asked, so how much would you pay for, like, a senior AI kind of executive, and they said, it's Basically around over the course of four years, six million dollars. I've heard elsewhere, you know, two to three million dollars…”

“Over-raising for the R&D side of things rather than the actual, like, operationalization and building out businesses on top of the existing technology. I mean, again, we've debated this plenty. I think that is a huge mistake in that it actually, you know, pote…”

“I think this year there's going to be a reckoning with it, that when you are promising too much, at a certain point, consumer fatigue is going to hit in. It's going to hit, and people, you might see those user numbers start dropping, and then you can actually …”

“I, one of my predictions has been, like, we're gonna start to get some guidance or resolution, I think, by the end of this year, in terms of, like, how copyright will play out, and we need it.”

“Within one year, every single breakthrough idea eventually gets discovered by everybody else. Like there's never, nobody has kept an advantage for more than a year on some secret idea that, that, that, that only they have.”

“The concern in the other direction is that Europe will just fall so far behind these other countries. It won't have an AI industry that's meaningful in any sense. Which may already be the case.”

“I don't think so. Mainly because exactly as you said a moment ago, it's still a concentrated group of companies that have benefited so far. So the actual unwind would still be within those companies. There's already been plenty of companies that have been, you…”

“No one has tried to pretend that there's a clear revenue growth path to meet this. So it has to be from funding of some sort, and maybe people will keep plowing money into it, but it certainly, none of it adds up in a simple way.”

“My take on this would be ads will be part of it, but it has to be substantially more than ads. They have to end up automating a good chunk of white collar work to make the valuations work.”

“The hundreds of billions of dollars that companies are investing in AI now account for an astonishing 40% share of the U.S. GDP growth this year. 40%. AI companies have accounted for 80% of gains in the U.S. Stocks so far in 2025, This is helping fund U.S. Gro…”

“I think we're definitely due for some kind of shakeout. Again, regular listeners will know I'm very bullish. I work in the AI industry. I am, I'm very bullish on generative AI, large language models as a whole. The way everything's like, you know, played out o…”

“I think if one thing happened this year, I think more and more folks coming over to team products that models aren't going to solve everything.”

“If government Defines us all. We'll probably screw it up. So you guys help us define what this transition looks like. Look at the training or reskilling, whatever tool we want to call it, but you also got to help pay for it because the costs of this are going …”

“And I think that we will see even this year, how everyone who is participating is going to be compute strapped.”

“AI is going to become a lot like Costco where you pay for the membership, right? And that gets you in the store. And that's actually the part of Costco's business that is, you know, the highest margin. And then you have, you know, everything you're buying in t…”

“I don't think it's necessarily exponential in the way everyone is looking at it right now. And the way these deals are being done, and the way people are chasing it, and again, when it benefits both parties involved, I do think that It can be more of a linear …”

“And we're going to see seven hundred billion dollars in capital expenditures this year”

“The conversation around moving towards deep seek and adding it into your agentic process or adding Chinese models did not exist in any conversation I was in 12 months ago and now is in almost every conversation, at least as an option, because cost has become s…”

“To me, the central reason why I just cannot think it's not marketing is because it's, if this truly were the case, I don't how, understand how we as a society would not only do everything in our power to try to restrict these companies, I certainly would not i…”