hardware

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement May 21, 2025 by Demis Hassabis · across every show →

Everything said about hardware, oldest first

May 21, 2025 neutral
Insight
Hassabis: Software intelligence, not hardware, has always held robotics back
“I've always felt that the bottleneck in robotics isn't so much the hardware, although obviously there's many, many companies, and working on fantastic hardware, and we partner with a lot of them, But it's actually the software intelligence that I think is alwa…”
Demis Hassabis May 21, 2025 ▶ 18:59 DeepMind CEO Demis Hassabis + Google Co-Founder Sergey Brin: AGI by 2030?
May 7, 2026 bullish
Prediction Not checkable as stated
Shevelenko: Hardware will matter more as software faces commoditization pressure
“Apple's always been an incredible hardware company, and I think, ah, this is, you know, an era where hardware will matter even more because software is gonna face waves of commoditization pressure.”
Dmitry Shevelenko May 7, 2026 ▶ 2:38 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
May 15, 2026 neutral
Insight
Dolen: Tech industry value proposition has shifted from software back to hardware
“You had a significant shift in the value proposition. Where was the value coming from? It went from software back to hardware.”
Dallas Dolen May 15, 2026 ▶ 2:52 PwC’s Dallas Dolen: AI Hardware’s Advantage, TokenMaxxing, Automation’s Impact
Aug 12, 2026 bearish
Insight
Kedrosky: AI Data Centers Require Major Hardware Overhauls Every 4-7 Years
“This is a project that would require wholesale replacement of most of the hardware and probably changes in the cooling system and probably changes in other aspects of these data centers continuously and probably, you know, depending on the math, anywhere from …”
Paul Kedrosky Aug 12, 2026 ▶ 10:51 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
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