generative AI

9 statements across 5 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Nov 30, 2023 by Jack Krawczyk · across every show →

Everything said about generative AI, oldest first

Nov 30, 2023 neutral
Insight
LLM hallucination is a core generative feature, not a bug
“And so finding the way of harnessing that as a feature rather than a bug, I think is going to be challenging, especially when one of the perceived shortcomings of your product is actually going to be, is like the core of what makes it function. I don't know th…”
Jack Krawczyk Nov 30, 2023 ▶ 1:17:57 The Bard blueprint | Creating value, shipping fast, and advancing AI | Jack Krawczyk (Google)
Dec 21, 2023 neutral
Insight
Blank: Generative AI innovation will die if big tech stops competing
“So I sure hope OpenAI, Google and Facebook, and even Apple continue to slug it out at some point. Because if they don't, innovation will die in the browser or like the browser did, it will die in generative AI.”
Steve Blank Dec 21, 2023 ▶ 59:12 Mastering modern entrepreneurship | Steve Blank (Author of The Four Steps to the Epiphany)
Feb 29, 2024 neutral
Insight
Habib: Enterprise generative AI adoption concentrates in CX and expert assist
“And it really tends to be one of two flavors, either a customer experience Use case. So that can be marketing or digital or a we call them expert assist. So a knowledge management type of use case.”
May Habib Feb 29, 2024 ▶ 11:19 Scaling and selling AI products for enterprise | May Habib (Co-founder and CEO of Writer)
Feb 29, 2024 bearish
Insight
Habib: Scaling GenAI in SMB and mid-market is hard due to switching
“And I think it is just so much easier in mid-market and SMB from a functionality perspective to just switch, right, to something else, especially in generative AI where it'll be confusing for a while. It's gonna be hard to scale a big business if your buyers a…”
May Habib Feb 29, 2024 ▶ 24:40 Scaling and selling AI products for enterprise | May Habib (Co-founder and CEO of Writer)
Jun 6, 2024 positive
Prediction Not checkable as stated
Schillace: Durable AI value will accrue to trusted personal data holders
“So that's kind of where that durable value will wind up being, I think, over time. It's kind of the holders of the data and the companies that we can trust to, you know, hold that data and trust to give us the right answers are probably where their value is.”
Sam Schillace Jun 6, 2024 ▶ 35:30 Developing technical taste: A guide for next-gen engineers | Sam Schillace (Microsoft, Google Docs)
Jun 6, 2024 bullish
Prediction Not checkable as stated
Schillace: AI tooling will expand engineering ambitions rather than shrink team sizes
“Programmers are definitely going to get more effective. We're going to get more agentic programming tools. So you're going to get higher and higher leverage, but I don't think it's going to make the team smaller. I think it's just going to make the ambitions b…”
Sam Schillace Jun 6, 2024 ▶ 31:00 Developing technical taste: A guide for next-gen engineers | Sam Schillace (Microsoft, Google Docs)
Jun 6, 2024 bearish
Insight
Schillace: Many businesses will be disrupted because their models rely on pixel expense
“I think there are lots of businesses out there that don't fully understand that they're predicated on the expense of creating pixels. And so similar disruption is in the works.”
Sam Schillace Jun 6, 2024 ▶ 34:00 Developing technical taste: A guide for next-gen engineers | Sam Schillace (Microsoft, Google Docs)
Jun 6, 2024 bullish
Prediction Not checkable as stated
Schillace: AI will make creating pixels free, radically altering software applications
“I have the suspicion that the nature of applications is going to change radically in the next five to 10 years. And so I think, you know, this idea that just in the same way that the internet made the distribution of information essentially free, AI, generativ…”
Sam Schillace Jun 6, 2024 ▶ 31:52 Developing technical taste: A guide for next-gen engineers | Sam Schillace (Microsoft, Google Docs)
Jun 4, 2026 neutral
Insight
AI shifts marketing from idea generation to curation and judgment
“And so there's less onus on coming up with one single great idea. There's a, you can get to more ideas faster and more of an onus on judgment and intent and decision making.”
Sheila Joglekar Vashee Jun 4, 2026 ▶ 21:37 Playing it safe with marketing is the riskiest thing you can do | Sheila Joglekar Vashee (Figma CMO)
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