Qwen
includes Qwen 2.5
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · said 14 times in 7 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Ranjan Roy (8), Alex Kantrowitz (3), Sridhar Ramaswamy (1), Paul Kedrosky (1), Grace Shao (1)
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2026 11 mentions in 6 episodes 2 per episode
- OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
- every mention in 2026, scene by scene →
2025 3 mentions in 1 episode
Everything said about Qwen, oldest first
Aug 12, 2026 bearish
Kedrosky: Minimal model differentiation will crush AI investment returns
“The convergence means that the model differences while there are so minimal as I can't tell the difference in the kind of Pepsi Coke phenomenon, which again, to cut to the investment chase suggests that the competition then becomes much more about marketing ex…”