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internet

also referred to as: the internet

5 statements across 5 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Nov 25, 2025 by Martin Escobari · across every show →

Everything said about internet, oldest first

Nov 25, 2025 bullish
Prediction Not checkable as stated
Escobari: AI will touch a higher percentage of GDP than the internet
“This is more meaningful because it will touch a higher percentage of GDP, right? The internet was the other very meaningful one, but it changes how we interact with each other. This will change much more than that.”
Martin Escobari Nov 25, 2025 ▶ 51:22 Inside General Atlantic: How a $100B Growth Equity Firm Invests · Invest Like The Best
Dec 16, 2025 bullish
Prediction Not checkable as stated
AI will probably be more impactful than the internet was
“Think it probably is more impactful than the internet was. It's not only gonna affect obviously every technology company, which, you know, you see in the markets, but it's also Going to impact in this case, I think almost every company that, you know, needs wh…”
Henry Ellenbogen Dec 16, 2025 ▶ 40:53 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
Feb 3, 2026 positive
Insight
Horowitz: AI adoption requires no new infrastructure unlike past tech waves
“The internet is here, so if you want to use AI, if you want to apply it to your business, you just do it. Like, there is no infrastructure that needs to be built to adopt the thing.”
Ben Horowitz Feb 3, 2026 ▶ 4:05 Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview · Invest Like The Best
Aug 25, 2026 bearish
Assertion Not checkable as stated
Movva: Models have trained on the whole internet and exhausted human web data
“Models have seen the entire internet many times over at this point, and there is not a whole lot more to be done on human data from the internet.”
Neil Movva Aug 25, 2026 ▶ 36:35 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Sep 8, 2026
Insight
Mead argues the internet drives public demand for personalist political rulers
“I think that one of the impacts of the internet is that people want to be ruled by people again”
Walter Russell Mead Sep 8, 2026 ▶ 8:57 Why the World Order Is Collapsing and American Power Is Rising
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