AI
also referred to as: ais
41 statements across 28 episodes · 14 bullish · 7 bearish · 28 people on the record · first statement Sep 7, 2023 by Ryan Glasgow · across every show →
Everything said about AI, oldest first
Sep 7, 2023 neutral
AI models will likely never reach total accuracy for subjective feedback categorization
“Cause we will never, it's very unlikely we'll ever get to a hundred percent. And so we'll get, you know, 90, 95, 99. But we'll always make sure that they have the ability to then do that last mile of analysis on their own. And so that's something that we have …”
Sep 14, 2023 neutral
Siroker predicts 50% of work will be fundamentally changed within 10 years
“I think a lot of jobs will be gone in 10 years, but they'll likely be replaced with new ones.
I think that's probably an obvious
Conclusion.
I think on the order of probably 50% of work will go away.
It would be fundamentally changed.”
Oct 26, 2023 positive
Kramer: GitLab positions AI across the entire software delivery lifecycle, not just code completion
“Instead, we stepped back and said, the value of AI on our platform is along every step in the software delivery life cycle. So that will be one piece of it. And customers absolutely need to know we have it and prospects, but we should be telling an end to end …”
Nov 2, 2023 bullish
Future websites will be dynamically generated just-in-time for individual users
“The thing that we want to accomplish with the web is that we want to make it truly an AI driven web where when you go to a website, you get a copy of that page that is just for you generated just in time. And it knows it has all this context about what you wan…”
Nov 2, 2023 bullish
Nov 2, 2023 positive
Software engineering focus will dramatically shift toward product design and UI
“I think a lot of the focus shifts to creativity. Really? The thing that we've been trying to do with the front-end cloud, it accelerates, which is work on your product, work on the user interface, work on the thing that touches another human being and gives th…”
Dec 21, 2023 bullish
Feb 15, 2024
Masad: Replit's seed pitch deck outlined a three-step AI coding plan
“In the first deck that were presented for the seed, random replet, I actually talk about the prospects of AI coming to coding. And so it's like step one, we're going to create this cloud development environment. We're going to make it collaborative. We're goin…”
Feb 29, 2024 negative
Mar 21, 2024 neutral
Pilarinos: Products are defined by solved problems, not underlying AI tech
“Even when I think about, like, unblocked and people are like, oh, it's an AI dev tool. And I was like, in the same way it's a Postgres dev tool or a Kotlin dev tool, who cares what technology we're using? It solves a very specific problem for people. It just h…”
Mar 28, 2024 neutral
Jun 6, 2024
Schillace: Incumbents must assume AI blockers get solved and reassess value propositions
“Whatever it is that's in the way of this disrupting your business. Now, like assume that that gets solved. What's your business look like after that gets solved? And then what do you do? What is the thing that your business is about? What value are you deliver…”
Jun 6, 2024 neutral
Schillace: Physicians paired with AI diagnostic tools perform worse than AI alone
“There's a study I saw a while ago that compared like an AI based system, AI only physician only and AI plus physician An AI plus physician did worse than AI only. The physician kind of dragged the AI down because they didn't trust it.”
Sep 5, 2024 positive
McCabe: Customer service work done by human seats will be replaced by AI
“AI is about to do the exact same in every category particularly categories of software for people to do work. So customer service, which is the one I focus on and obsess about for a living is about to be fundamentally changed because the work of customer servi…”
Sep 5, 2024 bullish
Dec 5, 2024 neutral
AI may allow software tools to avoid bloated interfaces by bypassing navigation
“AI bypasses a lot of, like, navigation and complexity. And so we might see kind of like a different set of incentives emerging or kind of tools evolving separately or, you know, tools not feeling the pressure to kind of keep adding to their interfaces and rath…”
Feb 6, 2025 neutral
Wang: AI in 2025 is earlier in evolution than early-2010s mobile
“I think there's some interesting parallels, say, to where like AI is today, where I think that AI is probably a few quarters earlier than that, and people still don't know what's, what's going to happen, and there's a lot more change going on, so it's probably…”
Apr 24, 2025 negative
Enterprise security risks will worsen as personal AI assistants gain broader access
“And that's only going to get worse with AI, because one of the cool things to me about the way we're going with AI is you're going to have your little AI buddy, right, your AI paperclip, for those who remember Clippy, you know, who's going to help you with eve…”
May 8, 2025 neutral
Song: In five years, AI's outcome will be viewed as completely obvious
“I've joked with some people right now that regardless of the outcome of AI, it's all going to be completely obvious in five years, right? Like, how can no one tell that, you know, this was all a sham or the greatest thing that we've ever seen, right? And every…”
May 8, 2025 neutral
Jun 19, 2025
Cramer: Ignoring AI, most internet and software problems are already solved
“Like that era for me is like when the internet was like very creative, like most problems were not solved. Right. Whereas today ignoring the AI kind of shift. A lot of problems are already kind of solved and there's like, I don't know, it's different.”
Aug 6, 2025
Akhund: Startup iteration cannot succeed without societal-level macro tailwinds
“If you start in an idea with like, You know, if there isn't like a societal level trend that's pushing your kind of space forward, which, you know, I think was true in FinTech in 2017, or it's true in AI now, like it's very hard to iterate around it.”
Aug 14, 2025 bullish
Aug 14, 2025 bullish
Agrawal: Parallel aims to ensure AI agents have permissionless web access
“I think that's the same ethos we're taking at parallel, which is like, I think we want the web to be open, and we want it to be permissionless, and we want it to be a free market, and we want everyone to have access to everything, including AIs. We want AIs to…”
Aug 14, 2025 neutral
Agrawal: Building AI products shifts focus from user needs to stochastic feasibility
“People need everything with AI. So that's almost obvious. And now all you really have to zoom into what works and what can work. And where is it going? And you have to look sort of a step ahead and build towards that. And it's a very different art. Like, every…”
Aug 14, 2025 neutral
Agrawal: Vibe coding without understanding creates bugs and cleanup work for teams
“I think it's a learned skill to be productive with AI in a real production system. And I've personally, I know my team sees this like vibe coded stuff without deep, full understanding of what I was doing. And my team has had to clean up behind me.”
Aug 14, 2025
Oct 23, 2025 bullish
Stauch: AI lets startups combine product simplicity with enterprise configurability
“AI gives them a chance to compete both on simplicity and user experience and also configurability because you're using AI to set these configurations or maybe achieve value propositions that these other platforms just can't touch.”
Nov 19, 2025 neutral
Building a best-of-breed enterprise product from scratch takes at least two years
“To build a world-class best of breed product in each of these, it takes time. It takes about two years. Like by the time you say, okay, let's build this thing and you mature it enough that you can sell to our enterprise customer base. It's normally a two year …”
Feb 26, 2026 bearish
Mar 19, 2026 bullish
Apr 17, 2026 bullish
Payne: AI will make organizations flatter and expand managerial capacity
“And so I think that, that that's gonna have huge implications for how organizations are run and your ability to manage teams of humans and AIs is gonna go through the roof. I do think organizations will likely be flatter in the future.”
Apr 21, 2026
Shiebler: Prior AI experience fails to predict workplace AI tool adoption
“I think that the, where somebody stands in terms of their prior experience at this point right now, given how long of a time that these tools have been around is, is not necessarily a great predictor of how much they'll lean into it and really adopt it.”
May 21, 2026 neutral
Moreno: Top AI sales comp plans require 10x to 30x OTE performance
“In AI right now, the top tier is like.
30 X your OTE.
Like I remember in the days where it was like, oh yeah, if you're doing like five X OTE, that's like spectacular.
And now quote is like 10 X OTE first accelerator tiers, 20:02 is 30.”
May 21, 2026 negative
Moreno: AI startup culture unnecessarily glorifies misery and overwork
“I think right now in AI, especially there is this like glorification of misery where people are like, we work 11 hours a day, 500 days a week. And you're like that. Okay. And I didn't read the part of the book that said that you can't have fun.”
May 21, 2026 bearish
Jun 4, 2026 negative
Jul 24, 2026 bearish
Jul 24, 2026 bullish
Noronha: AI Integration Unlocked Organic Virality and Free Distribution for Gamma
“The inflection point came when we truly solved virality in the product by introducing AI. And at that point, we started getting distribution for free because people would make something great. They would share it with someone else. Those people would try it ou…”
Jul 24, 2026
Noronha: Early LLM guardrails actively hold back modern AI models
“Now what we're finding, actually, is that all those guardrails we put in place are holding these much more intelligent AIs back. And so we're now in a mode not of even adding functionality, but trying to throw things out, loosen the requirements, and let AI do…”
Aug 27, 2026 positive
AI makes code an output and dramatically shortens software development lifecycles
“Writing code is not the long pole in the tent anymore, and code is an output now. It's not an input, and the half-life of the, as I will talk about, the typical software development life cycle or the product Development life cycle. The half-life of that is dra…”