Big Tech

“I personally don't necessarily think that the winner in LLMs will necessarily be The winner in visual creation. And so as a startup, the fact that you can pick whichever model or whichever offering an API you feel fits your needs best is great. Where in some c…”

“They ingest so much of the experience that the app developers are effectively R and D for the eventual big tech products.”

“I think that these companies cannot compete with tech companies by being more tech. And maybe that limits their growth over time. The only way to possibly compete with big tech and to compete with AI is to be more human, right? It's to make people feel good. L…”

“We might be in the first fear-based Investment bubble ever. Normally when you have an investment bubble, it's greed. In this case, there's an element of, I better invest in this.”

“You know, she misunderstands, like, kind of the role of how to stop the aggregation of power in large tech companies, because she says, well, if she stops large tech companies from buying small startups, what that means is venture capitalists, like myself, and…”

“The capex pullback. I don't see it happening. We have big tech that's going to spend three hundred billion on capex this year plus. Much of that is going to AI, open AI, there's rumors now that, or reports, really, that they're about to raise forty billion dol…”

“And it looks like the tariff threat is not going to be anywhere near as bad. And remember the economy was humming coming into that. So I think that it will continue now.”

“Big Tech is expected to spend three hundred thirty billion this year building largely data centers.”

“Despite the fact that Anthropic has eleven billion plus dollars in funding from big tech that it's been able to compete in this market.”