generative AI

“You're gonna see things like that popping up on, you know, Meta's services in various various places. Generating images, effects, modifying images, generating video, generating music, sound effects, Three D models. Okay. Which of course is important for the me…”

“Human artists are Absolutely authorized to get inspired and straight down copy someone else's style. that happens absolutely all the time in in art. And so would it make sense to apply a different rule for, let's call them artificial artists, right? That, tha…”

“This is the wrong way to frame this because within a year or two, you know, any teenager in their parents' basement is going to be able to do this.”

“We're going to see this sort of thing play out In every discipline in the world over the next 30 or 40 years, and it will take a long time.”

“And if you believe like I do, that this is now a secular movement that's undeniable. And one that will fundamentally change the enterprise, then you'd have a bull case on NVIDIA and all companies in the enterprise that can be generative AI market leaders.”

“I don't think that a pitch necessarily is going to be able to stand out amongst a sea of good pitches. That's not going to be the outcome, but what I'm excited about in terms of outcomes is up leveling skills and capabilities and competencies for the average p…”

“And I think that there is going to be a wave of similarly Amazon Size companies that evolve out of the generative AI opportunity, generally. And so I think we're going to see multiple Amazon size organizations develop and grow over the next, who knows, 20 year…”

“Legal, healthcare, life sciences, clinical trials, drug discovery, all these areas where financial services, insurance, Like, the oldest, stodgiest industries that you can imagine. They've got so much natural language. It's such a large opportunity. I think th…”

“One of the super interesting things about generative AI is inherently because you're not training the models yourself, you're taking models from Amazon and Meta and a whole host of other stability, AI, and just building on top of them, ah, it makes machine lea…”

“That ship has sailed, I can tell you.”

“I think he feels that it is, I wouldn't want to speak on his behalf, of course, but, you know, I think he feels the same. Like, this is the single largest transformational step in how we interact with data and information and each other, you know, since the ve…”

“Well, we have the other ones that I mentioned earlier, like the generative pieces, the search pieces, but the collaborative problem solving pieces, the automation pieces, completing complex tasks. That I think is where the majority of the value is going to be.”

“I think, like, our notion of reality is going to be subject to such a barrage of, like, fake and real signals that I think it's going to be a real problem for us to keep our heads straight.”

“The power of generative AI now, I think, comes from the fact that you can understand multiple pages, and you can write a fluid answer for way more queries than what the Assistant could ever do. Remember, with the Assistant, whether it's on Alexa or on Google p…”

“And remember Google's lack of progress in generative AI like, you know, that's internally driven. Nothing stopped them from creating ChatGPT. They chose not to.”

“I think that we're underestimating the ability of the true promise of computing to be manifest within our lives, normal people's lives within less than five years.”

“I think that the philosophies that we've seen sort of emerge and the rebranding of these philosophies that we've seen happen over the last month or so have a good chance of outliving the generative AI fad.”

“And so what we've done is we've married all that rich CDP data so that when you log into the gender of AI experience, a signal is fired that understands who you are. So in this case, you're Alex and I understand what you searched on, what you've booked in the …”

“And that's where I see the real value in generative AI is unlocking a lot of the maintenance and support functions that developers have to do and having them solely focus on Building great features for your product.”

“So we've taken the top 1000 city destinations in the world and have been systematically creating content in those three different channels I talked about.”

“Well, I think this is more about how companies design and develop their data architectures than generative AI understanding personalization on the individual level.”

“So we've just recently completed a pilot of a product that played in the generative AI space as it pertains to code automation. And quite frankly, we had mixed results.”

“So the advantages that the incumbents had in terms of having a large volume of data has gone away. I'm not saying you don't need user data at all. All I'm saying is you need a fraction of what was needed earlier for the first time.”

“Number one, because I do believe it's growing the category. I don't think it's a one for one replacement for every type of search that's happening. I think that what we used to call smart answers, what Google calls one box is already bringing that directly int…”

“Before Generative AI, we were asking artists to Create those pixels, and we have collection every month with the artists, and now we are using generative AI to create new collection every, every month which is very powerful. We are gaining a lot of time, and w…”

“My guess is that we're, it's probably more likely that we're at the bottom left hand corner. I don't think we've hit the kind of hockey stick inflection point yet. Of what this, ah, what this technology is capable of. It's still very, very, very early.”

“It's much more like a discovery than it is an invention. Ah, we discovered that if you build these very sophisticated mathematical models, that there is emergent behavior within them that resembles reasoning, that resembles intelligence.”

“There is a group which is moving slightly faster than the average, which is somewhat Counterintuitive. And that group is actually the regulated industries. And so it's folks like in financial services and insurance and healthcare and life sciences and manufact…”

“I suspect that whilst there will be these step function changes over the long period, I think in the shorter term, in the shorter outlook, it's gonna feel a lot more incremental than we're probably used to.”

“I think agents have a good chance of being the apps for the generative AI world and the generative AI era. And that as we add more of those and we find ways to orchestrate multiple agents together, and there's already customers that are building multi-agent sy…”

“For small projects, you can probably you know, get there even without a lot of computer science, computer engineering knowledge for larger projects. I think the step missing is the architect, you know, the software engineering expert that knows which database …”

“It's gonna take way more time than that. And that's been the case with every major tech revolution, whether it was search or desktop or mobile.”

“No doctor is going to have to do that again, because this is all going to be generative AI. The doctors will simply check the output and the list goes on in every single profession.”

“Maybe this stuff feels banal. Maybe productivity feels boring compared to some of the hype of AI, but it is the value. This is what we're trying to build for.”

“We're going to have enormous amounts of content around niches where it didn't make sense to produce a podcast. So one way to think about it is just like the cost went to zero. So I do think that the catalog is going to explode.”

“You know, we're still probably seeing about that ratio of fifty-fifty. I think more and more it's more inference than training, and increasingly we'll see more and more of the workload shift that way.”

“By the way, I think that the drone warfare in Ukraine is becoming more and more Enhanced by generative AI and more advanced autonomy.”

“I was just speaking with GE Healthcare about how they've now put in dashboards for doctors sort of summaries of cancer patients, medical histories, which would run thousands of pages and the doctors never had a chance to read the whole history. And now the gen…”

“We were the first generative AI company in the world. We're the first big consumer generative AI company in the world”

“What we're building with AI, with generative AI, and particularly with world foundation models, that once we get to the point where they really understand, ah, the depth of the physics that they need to produce something like Planet of the Apes, once we have t…”

“Oh, man, I go back and forth, though, because the other side of this is these, this generative AI has a branding problem. Like, when I still talk to most non-tech friends and family, they still associate generative AI content as bad. And, like, that's the whol…”

“I think the same will stay for that Assassin's Creed game you mentioned. Like, there will be a lot of taste and a lot of art, even with AI acceleration.”

“Security and compliance of the place where I think there is less tolerance for creativity and true generation and, you know, more, more desire for accuracy.”

“The business model of gen AI will be surveillance and hyper-targeted ads, just like it has been for social media.”

“I would say that we've got Brad Smith at Microsoft giving up on the plans to become a net zero carbon since the beginning of Microsoft, and he said this ridiculous thing about we had a moonshot to get there, and turns out with generative AI, the moon is five t…”

“Writing the clinical note is actually part of the process of care. It is the doctor reflecting on what came out of that conversation with the patient and thinking it through, writing it down, plans for next treatment. That is not something that I want doctors …”

“I think we're gonna find a lot of written communication That starts to get be, ah, you know, generated by AI. In reality, the discovery will be we didn't actually need that communication.”

“You hit on some of the other things, generative stuff, you know, some of the video stuff is cool, but it's so early that it's like, it, it's just not there right now. And so the only thing that is there right now is really ChatGPT.”

“There's no excuse for that right now. Like anyone can build at least basic things right now and actually Many people, you do not have to be, have a full technical team to build a functional product. And that means that anyone with an idea should be able to act…”

“I kind of look at this like what YouTube did for learning. This is going to be at like a thousand x scale.”

“So for me, I think our brains, the way we learn is going to change. I think that's good. We have to adapt the way like learning is done for generative AI, but I don't think people are going to get dumber.”

“Young graduates, relative unemployment started to rise in 2009 long before generative AI came along. So this trend long, long, long predates AI. It's been going on the relative unemployment of you know, college graduates relative to other people has been risin…”

“Generative AI is not traditional software economics. It's not like essentially zero marginal cost. It's not certainly not social media, but not even traditional software. It's a completely different cost structure. It's more industrial in my opinion than tradi…”

“Oftentimes we thought of the idea, 15 years ago, 10 years ago, five years ago, you tried, it didn't work, you tried, it didn't work, or you tried and it was more incremental. You can make a little bit of progress. Suddenly we're at a time where you try those i…”

“Generative AI has been in a lot of ways, a fuel for growth as users realize they can ask more questions they can bring more questions to search.”

“These models use a lot of GPUs. They are really expensive to train and they are really expensive during inference on today. So that's another area that, that we really question sometimes the ROI of some of these things because of the cost of all of it.”

“But I really think generative AI is bigger than all of that because we've had to completely retool our product strategy and our company and we're still in the middle of it.”

“Generative AI is not traditional software, so growing your revenue at a loss doesn't, it's not like you're just gonna scale to, you know, like near 90% margins. It's gonna cost more.”

“The concern, especially as you move from generative to agentic AI, where you have autonomous agents moving through your systems doing stuff without checking back in with a human, I think it creates risks that we haven't got our hands around yet.”

“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…”

“In today's world with the tech that's out there, a 200% startup can actually operate at the throughput of what we operate with 2000 or a thousand. Where we sort of maintain and sustain our advantage is if we take our 2000 and now operate it at the pace of 8000…”

“Agentic AI, at least the way we look at it, is the is the bringing together of two of the most powerful forces in generative AI today. One is the power of reasoning, and the other is the power of specialization, and so agentic AI uses reasoning to break comple…”

“Casting what seems like generative AI problems into agentic problems has allowed us to bridge the gap between the lab and production.”

“If you're asking everyone to give you essentially sell themselves and the work they're doing on a weekly basis and using that as your like foundation for understanding the state of your company. It's gonna be biased positive. Like, that's not actually good. Ca…”

“Black employees are currently expected to send an update email to Dorsey every week, who then uses generative AI to summarize the thousands of messages.”

“If we see a real reckoning with the generative AI boom, it's going to come in that area in particular, and that to me is a flashing red warning sign.”