AI products
4 statements across 4 episodes · 0 bullish · 3 bearish · 4 people on the record · first statement Feb 12, 2025 by Evan Ratliff · across every show →
Everything said about AI products, oldest first
Feb 12, 2025 negative
Many AI Products Solve Niche Executive Issues Irrelevant to Most
“I feel like that use case, to me, it comes with a lot of the issues that a lot of AI products to me come with, which is that they, the people who have designed them generally have one set of problems that do not apply to most humans on the face of this earth.”
Mar 14, 2025 bearish
Sep 29, 2025 bearish
Kantrowitz: Sequoia Estimates 2023-2024 AI Spend Requires $800B Revenue
“Dave Kahn, a partner at venture capital firm Sequoia, Estimates that the money invested in AI infrastructure in 2023 and 20 24 alone requires consumers and companies to buy roughly eight hundred billion in AI products over the life of these chips and data cent…”