AI stack

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 15, 2025 by Prem Natarajan · across every show →

Everything said about AI stack, oldest first

Dec 15, 2025 negative

Insight

Off-the-shelf AI fails because complex architectures require full-stack joint optimization

“We are in, in my mind, Past a system integration view of the world where you simply say, I bring this in here, I bring this in here, I tie them together and do it. I'll give you an example that's very old, ah, from speech recognition and machine translation, l…”

Prem Natarajan Dec 15, 2025 ▶ 17:34 Capital One's Prem Natarajan: Why We're Building Our AI From The Ground Up

Jun 26, 2026 bullish

Prediction Not checkable as stated

Brockman predicts AI stack prices and margins will continue increasing

“And again, I think it's going to keep happening where because everyone has this avalanche of demand that you're going to see prices and margins and all of these things continuing to increase at various levels of the stack.”

Greg Brockman Jun 26, 2026 ▶ 3:37:45 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast

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AI stack

Everything said about AI stack, oldest first

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