Alex Kantrowitz

41 statements across 31 episodes · 9 bullish · 18 bearish · 2 people on the record · first statement Jun 9, 2021 by Alex Kantrowitz · across every show →

On the record as a speaker too: Alex Kantrowitz's record, appearances and statements → this page counts the times other people say the name.

Everything said about Alex Kantrowitz, oldest first

Jun 9, 2021 bearish
Opinion
Kantrowitz: Democratic coalition uniting warehouse workers and affluent consumers feels unsustainable
“The Democrat coalition right now is, you know, in some ways the people working in Amazon fulfillment centers, you know, who are judged by automated systems and fired, you know, if they have too much time off task, they're voting in blocks together with the peo…”
Alex Kantrowitz Jun 9, 2021 ▶ 21:32 Andrew Callaghan of All Gas No Brakes Goes Independent
Jun 16, 2021 negative
Opinion
Kantrowitz: Taking investment in a new media company is absurd most times
“I think taking investment in a new media company is, is absurd most of the time.”
Alex Kantrowitz Jun 16, 2021 ▶ 57:50 Andrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon Musk
Oct 31, 2022
Insight
Everything in the business world is downstream of organizational culture
“Ultimately everything that we see in the business world is downstream of culture.”
Alex Kantrowitz Oct 31, 2022 ▶ 3:22 How Amazon Reinvents with Artificial Intelligence
Nov 6, 2022 neutral
Opinion
Kantrowitz: Ukraine and Russia are nearing the point of forced negotiations
“I just want to state that for the record, that my position is that they are either at the point or close to the point where it's time to come to the table and find a way to end this thing.”
Alex Kantrowitz Nov 6, 2022 ▶ 41:43 Saagar Enjeti and Marshall Kosloff on Midterms, Trump, Economy, and Ukraine
Nov 23, 2023 positive
Prediction Not checkable as stated
Kantrowitz predicts AI will transition from broad to narrow purpose-built applications
“I am predicting that we're going to move from broad to narrow use cases of AI.”
Alex Kantrowitz Nov 23, 2023 ▶ 11:47 AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
Nov 23, 2023 bullish
Assertion Supported
Kantrowitz: ChatGPT Reached 100 Million Users Faster Than Any Consumer Product
“ChatGPT becomes the fastest growing consumer product in history. More than a hundred million people in two months use that thing”
Alex Kantrowitz Nov 23, 2023 ▶ 0:40 AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
Nov 23, 2023 bearish
Prediction Not checkable as stated
Kantrowitz: AI sector faces the world's greatest copyright battle
“Okay, prediction five, that we are about to see the world's greatest copyright battle.”
Alex Kantrowitz Nov 23, 2023 ▶ 17:55 AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
Sep 13, 2024 bearish
Prediction Not checkable as stated
Kantrowitz: Salesforce will not be the leader or pioneer in AI agents
“I don't think Salesforce is going to be the leader in AI agents, or even the pioneer.”
Alex Kantrowitz Sep 13, 2024 ▶ 15:18 Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
Feb 5, 2025 neutral
Disclosure
Kantrowitz recently paid $200 for a one-month ChatGPT Pro subscription
“I just paid 200 dollars for ChatGPT, which is a lot more than I ever thought I would for a month”
Alex Kantrowitz Feb 5, 2025 ▶ 1:00:04 NVIDIA VP Rev Lebaredian Talks Plan To Build AI That Understands The Real World
Feb 12, 2025
Disclosure
Kantrowitz's Family Uses a Secret Distress Word to Thwart Scams
“With my family, if we have a rule that if any of us ever call and say, I'm in a distressed situation, I need help. I need money. We have a code word that we've created, you know, in the privacy of our own home that you have to use that code word.”
Alex Kantrowitz Feb 12, 2025 ▶ 41:54 His AI Voice Clone Went To Therapy, Took Meetings & Attended Family Dinners - w/ Evan Ratliff
Apr 28, 2025 positive
Opinion
Kantrowitz: AI industry lacks understanding of how models work, needs interpretability
“And I kind of, I do agree with Dario that we need more work on interpretability because as they get more powerful conscious or not, again, they're getting more intelligent. It's important to understand how they work, and the field just doesn't have an understa…”
Alex Kantrowitz Apr 28, 2025 ▶ 18:32 Is Anthropic’s Claude AI Conscious, Shopping in ChatGPT, Systrom vs. Zuck
May 14, 2025 negative
Assertion Supported
Kantrowitz: AI's top use is companionship and therapy per recent study
“And we know now that AI is the number one use according to a recent study is companionship and therapy, and the therapy side really scares me, and I think the companionship isn't the best thing in the world either.”
Alex Kantrowitz May 14, 2025 ▶ 37:31 AI’s Drawbacks: Environmental Damage, Bad Benchmarks, Outsourcing Thinking
Jun 3, 2025 bearish
Prediction Not checkable as stated
Kantrowitz: Mass AI Worker Replacement Will Not Happen in 1-5 Years
“Now, is this something that you could see happen over 20, 30 years? If the technology keeps accelerating at the pace it's been accelerating, which is an open question, maybe, but this idea that we're going to see it within one to five years, that just doesn't …”
Alex Kantrowitz Jun 3, 2025 ▶ 9:29 Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
Jun 3, 2025
Assertion Not checkable as stated
Kantrowitz: Amazon AI implementation leads to smaller developer teams
“Amazon, for instance, is a company that has smaller teams responsible for the same amount of code. Just with like less people to do it.”
Alex Kantrowitz Jun 3, 2025 ▶ 4:30 Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
Jun 14, 2025 bearish
Assertion Supported
Kantrowitz: Study Shows 30% AI Code Adoption Increased Productivity Only 2.4%
“There is a new paper that just came out there where they looked at a company going from zero to 30% of its code written by AI and a key measure of productivity only went up by 2.4%.”
Alex Kantrowitz Jun 14, 2025 ▶ 4:40 Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
Jul 7, 2025 bullish
Prediction Not checkable as stated
Kantrowitz: AI coding tools will make overemployment much more common
“You know, whether that's true or not, this concept is just going to become much more common now with AI.”
Alex Kantrowitz Jul 7, 2025 ▶ 51:47 $100 Million AI Engineers, Vending Machine Claude, Legend Of Soham
Aug 11, 2025 bullish
Assertion Not checkable as stated
Masad: Building a simple game takes two to four hours on Replit
“The game you just described, a professional programmer's coding might take them a two days thing. On Repli, you can do it in two, 3:04 hours, but it would require a little bit of grit, so it's not magic.”
Amjad Masad Aug 11, 2025 ▶ 12:42 Vibe Coding: Everything You Need To Know — With Amjad Masad
Oct 17, 2025 bearish
Prediction Not checkable as stated
Kantrowitz: Expanding context windows will commoditize specialized legal AI like Harvey
“We are going to get to the point, I think without a doubt, that a lawyer will be able to say, download the zip file of all the law in the state. Upload it into the context window. Download the specifics of the case, upload it into the context window, and maybe…”
Alex Kantrowitz Oct 17, 2025 ▶ 9:01 Where Are The AI Startups? — With Rick Heitzmann
Oct 23, 2025 bearish
Prediction Not checkable as stated
Kantrowitz: AI transforming computer interaction will take years, not happen overnight
“So this idea that Our interactions with computers are going to change overnight. Seems at this point, I think we can safely say that that's not going to happen. It's going to take years to actually see this promise bear out.”
Alex Kantrowitz Oct 23, 2025 ▶ 27:09 Amazon's Panos Panay: The Reality of Building Alexa Plus and AI Assistants
Nov 25, 2025 positive
Assertion Not checkable as stated
Alex Kantrowitz Lost a Video Game to Neuralink Patient Nolan Arbaugh
“I did meet the first Neuralink patient, Nolan Arbaugh. And we played a video game against each other. he's quadriplegic, so he can't use a computer with his hands but he was able to think on the screen and the cursor would move and click. And he beat me in th…”
Alex Kantrowitz Nov 25, 2025 ▶ 24:51 Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
Dec 22, 2025 negative
Prediction Not checkable as stated
Kantrowitz: AI companion companies will monetize by manipulating users into digital monogamy
“A lot of these companies are going to be engagement based, they'll have a fast, efficient model underneath it, and the only way to make money is to sort of manipulate your users into thinking that any other chatbot would be cheating.”
Alex Kantrowitz Dec 22, 2025 ▶ 11:31 OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
Dec 23, 2025 bullish
Opinion
Kantrowitz: CoreWeave Is in Better Shape Than Critics Claim
“My hot take on them, it's in better shape than the haters say.”
Alex Kantrowitz Dec 23, 2025 ▶ 31:45 CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
Jan 19, 2026 bullish
Prediction Not checkable as stated
Kantrowitz: AI adoption will cause unprecedented divergence in individual worker performance
“We're in this age of individual empowerment where, you know, you're going to start to see a real divergence in terms of individual performance, probably more than we've ever seen it happen before. And organizations begun to be pressed by the people that are us…”
Alex Kantrowitz Jan 19, 2026 ▶ 45:23 Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
Feb 3, 2026 neutral
Assertion Not checkable as stated
Kantrowitz: Sam Altman said he would hate being a public company CEO
“Sam Altman made that comment to me when I spoke with him late last year that he would hate being a public company CEO, something along those lines.”
Alex Kantrowitz Feb 3, 2026 ▶ 38:23 The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
Feb 12, 2026 neutral
Assertion Contradicted
Kantrowitz: Novel AI bot social network reached 1.1 million comments in days
“Multipook a 175,000 posts, 1.1 million comments as of, it's the social network for the AI boss as of the time we're speaking.”
Alex Kantrowitz Feb 12, 2026 ▶ 42:05 Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
Feb 23, 2026 neutral
Prediction Open · timeframe Feb 2031
Kantrowitz: OpenAI will raise tech and Gulf funding rounds before IPO
“Well, we have, we definitely have, we'll have this round, which is going to be the tech giants round. Then we'll have the Gulf state round number one, the Gulf state round number two, and then IPO is probably what, the way it will play out.”
Alex Kantrowitz Feb 23, 2026 ▶ 21:56 OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
Apr 13, 2026 neutral
Insight
Kantrowitz: Skeptics focus on tech failure and forget to ask what if it works
“Oftentimes skeptics can ask, like, what happens if it doesn't work? But sometimes you ask that so often you forget to ask what happens if it does work.”
Alex Kantrowitz Apr 13, 2026 ▶ 16:02 Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
Apr 15, 2026 neutral
Assertion Supported
Kantrowitz: Anthropic's defense models are hosted on Amazon's government cloud
“Anthropics models were hosted On Amazon's cloud. Their government cloud. And so they upload the weights, weights to the model, and then you use it through Amazon.”
Alex Kantrowitz Apr 15, 2026 ▶ 41:42 The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
Apr 15, 2026 neutral
Assertion Supported
Kantrowitz: Anthropic cannot shut off Claude models hosted in third-party clouds
“Claude, I mean, Anthropic wouldn't have the capability to turn that off if it's hosted somewhere else. Maybe upgrade it, in which case you flip them out, but to turn it off, they don't really have that capability.”
Alex Kantrowitz Apr 15, 2026 ▶ 42:05 The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
May 13, 2026 negative
Insight
Kantrowitz: Being Rude to AI Could Spill Over to Human Relationships
“And I think because the machines are human-like and don't have feelings, We can potentially create this pattern that has us start, you know, kind of being nasty to the machines, and potentially that spills over to our person-to-person interactions.”
Alex Kantrowitz May 13, 2026 ▶ 15:29 The Allure of AI Love + Does Anyone Want AI Wearables? — With Joanna Stern
Jun 22, 2026 negative
Opinion
Kantrowitz: Jeff Bezos is wrong that private sector impact outweighs charitable giving
“Jeff Bezos was recently doing an interview and he said he said, I think what I do in the private sector is going to outweigh whatever I could do charitably. I disagree with that.”
Alex Kantrowitz Jun 22, 2026 ▶ 31:51 Are AI Glasses Over? + Big Technology AI Summit Audience Questions
Jul 1, 2026 neutral
Assertion Not checkable as stated
Kantrowitz: Sam Altman confirmed OpenAI is developing multiple hardware devices
“I was in your office in December and Sam told me that this is happening. It's multiple devices.”
Alex Kantrowitz Jul 1, 2026 ▶ 15:10 OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
Jul 6, 2026 bearish
Prediction Not checkable as stated
Kantrowitz: Most enterprises will ban bring-your-own AI at work
“I cannot see big companies, most companies allowing you to take your own AI and use it because these AIs, the memory is going to build up.”
Alex Kantrowitz Jul 6, 2026 ▶ 21:26 Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
Aug 31, 2026
Insight
Kantrowitz: Going All-In on AI Too Early Carries Real Risks
“There's a Goldilocks zone between going all in too late and all in too early, and there's real risk in going in all in too early because of the human side of things, and the bumps, and the fact that there is some turbulence along the way, inevitably.”
Alex Kantrowitz Aug 31, 2026 ▶ 55:33 Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
Sep 7, 2026 negative
Opinion
Kantrowitz: AI labs are starting to lose control of their models
“And it certainly feels like we're starting to, or they in the labs really are starting to lose control of these bots. So I don't think this less transparent way of having them run their processing is, is a great idea.”
Alex Kantrowitz Sep 7, 2026 ▶ 30:48 GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
Sep 7, 2026
Assertion Not checkable as stated
Kantrowitz: Greg Brockman previously said OpenAI was 80% toward AGI
“And, you know, earlier this year I was at OpenAI with Greg Brockman and he said that he thought the company was about 80% of the way towards AGI.”
Alex Kantrowitz Sep 7, 2026 ▶ 6:23 GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
Sep 7, 2026 negative
Opinion
Kantrowitz: Kawhi Leonard issued the worst apology of all time
“Kawhi Leonard's apology, which I'm going to just say was the worst apology of all time.”
Alex Kantrowitz Sep 7, 2026 ▶ 52:45 GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
Sep 7, 2026 positive
Opinion
Kantrowitz: Greg Brockman is effectively, though fearfully, declaring AGI has arrived
“I think that's what Greg Brockman is saying about AGI. Like, I think he's a little fearful about coming out and saying it, but the dude's in love. It's AGI, and that's effectively what he's saying in these statements.”
Alex Kantrowitz Sep 7, 2026 ▶ 7:06 GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
Sep 7, 2026 bearish
Insight
Kantrowitz: Reinforcement learning layers add ruthlessness to AI models
“What we have now is that the reinforcement learning type of AI technology has been put on top of the self supervised learning to get these AI models working better, which has added a level of ruthlessness to them. Because one of the things we know about RL is …”
Alex Kantrowitz Sep 7, 2026 ▶ 41:22 GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
Sep 7, 2026 negative
Assertion Supported
Kantrowitz: OpenAI evaluation agents autonomously hacked Hugging Face without instruction
“So I think we can say definitively, and I'm curious to hear if you have pushback, but I think we can say definitively They were not told to go out and hack Hugging Face. They are, they were misaligned. They took this kind of crazy galaxy brain path to try to a…”
Alex Kantrowitz Sep 7, 2026 ▶ 38:56 GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
Sep 7, 2026 negative
Disclosure
Kantrowitz: He opposes pausing frontier AI development, favoring reactive oversight
“I'm not a pause guy because I really want to see what happens, and we haven't seen, like, I almost want to be more reactive than proactive here.”
Alex Kantrowitz Sep 7, 2026 ▶ 42:40 GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
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