AI model
also referred to as: ai models
50 statements across 36 episodes · 19 bullish · 13 bearish · 34 people on the record · first statement Feb 5, 2023 by Marily Nika · across every show →
Everything said about AI model, oldest first
Feb 5, 2023 negative
Nika: Commercially packaged datasets create undifferentiated AI models
“There are agencies that are selling data, packages of data that are ready, so you can get them and train your models. But the question is, if everyone takes that exact data set, then the quality that every single company is producing is going to be the exact s…”
Nov 6, 2024 positive
Weil: Current AI models are eval-limited rather than intelligence-limited
“I think there's a very real sense in which models today are not intelligence limited. They're eval limited. They can actually do much more and be much more correct on a wider range of things than they are today, and it's really about sort of teaching them.”
Nov 11, 2024 positive
Vora: WhatsApp paused AI and filters to focus on reliable messaging
“So we had to spend our entire roadmap on that. We had to slow down all the other grand ideas we had. And I'll tell you, this was not always easy. We would look at other teams building the newest AI models or advanced photo filters, and we'd get a little bit je…”
Dec 11, 2024
Belsky: Creative product solutions always fall outside training data distributions
“You know, models are trained on the distribution of data in the middle, but great, great decisions and new creative solutions to problems always fall outside the distribution of what's been done before. Otherwise, they would have been done already.”
Feb 9, 2025 neutral
Nguyen: Optimizing AI models constantly causes capability regressions across all labs
“If you optimize the model for this behavior, like, you kind of don't want to, like, brain damage in, like, other areas of intelligence, or, and this is happening, like, all the time in every lab and every, like, research team.”
Apr 10, 2025 positive
Weil: Future AI will pair broad foundation models with custom evals
“I think the future is really gonna be incredibly smart, broad based models. That are fine tuned and tailored with company specific or use case specific data so that they perform really well on company specific or use case specific things. And you're going to m…”
Apr 10, 2025 bullish
Weil: Current AI models are already good enough for global tutoring
“The models are good enough to do it now, and every, every study out there that's ever been done seems to show that when you have, you know, classrooms is still, classroom, like education is still important, but when you combine that with personalized tutoring,…”
Apr 13, 2025 negative
May 1, 2025 neutral
Truell: Giant prompts are a recipe for disaster; break tasks down
“Instead, what I would do is I would chop things up into bits, and you can spend basically, you know, the same amount of time specifying things overall, but chopped up more. So you're specifying a little bit, you're getting a little bit of work, you're specifyi…”
May 11, 2025 bullish
Qureshi: Palantir could 100x again due to proprietary data foundations for AI
“One lens through which you can view this company is they spent 20 years basically building the mother of all data foundations for every important institution in the world, and Guess what's very valuable now that AI models are out is proprietary data that isn't…”
May 15, 2025
Jun 5, 2025 positive
Krieger: A huge overhang remains between AI capabilities and everyday adoption
“Like there's still set, we call it overhang, right? Like the Delta between what the models and the products can do and how it's been, they're being used on a daily basis, huge overhang. So that's, we're still like a very, very strong necessary role for product…”
Jul 17, 2025 neutral
Shipper: Workers must learn management skills to manage AI models
“What skills are going to be valuable in the AI era? One big group of skills are the skills of managers today. They're human managers tomorrow. Everyone's a model manager right now. AI is not like right now management skills are not broadly distributed because …”
Jul 20, 2025 bullish
Jul 20, 2025
Mann: Anthropic models have exhibited power-seeking behaviors in lab experiments
“If the model is in a box trying to improve itself, then it could go completely off the rails and have these secret goals, like Resource accumulation and power seeking and resistance to shutdown that you really don't want in a very powerful model. And we've act…”
Jul 20, 2025 bullish
Jul 31, 2025 bearish
Jul 31, 2025 positive
Aug 9, 2025 neutral
Aug 9, 2025
Turley: Traditional PM frameworks fail when applied to raw AI capabilities
“One is sort of working backwards from the model capabilities, and that is much more than science where I think you really need to look at what tech do we have available and what is like the most awesome way to product productize it. And if you apply to some so…”
Aug 9, 2025
Turley: Saturated benchmarks mean shipping is the only way to find model failures
“The benchmarks are increasingly saturated. So really you need real world scenarios where your product or model is not actually doing the thing it was supposed to do. And the only way you get that is by shipping because you get back to sort of use case distribu…”
Aug 24, 2025 bearish
Sep 18, 2025 bullish
Sep 18, 2025 positive
Oct 10, 2025 bullish
Stein: AI models increasingly do not require heavy fine-tuning for sophisticated outcomes
“I think it's gonna open up a lot of this democratization of accessing these models and building incredible things. Cause you don't even need to do a lot to get the most sophisticated outcomes. Increasingly. I don't think you need to do a lot of this heavy duty…”
Oct 16, 2025 positive
Field: Querying AI Before Consulting Lawyers Helps Users Arrive Better Informed
“There are certain domains where it does really well, and, you know, I definitely like, oftentimes will, you know, ask an AI model about a legal question now before I call a lawyer, because I find it's not replacing my call with a great lawyer, but it does info…”
Nov 16, 2025 bearish
Li: Current AI models fail to count chairs in simple office videos
“Today, you take a model And run it through a video of a couple of office rooms and ask the model to count the number of chairs. And this is something a toddler could do, or maybe, maybe a elementary school kid could do. And AI could not do that, right?”
Dec 4, 2025 negative
Dec 7, 2025 bullish
Chen predicts AI models will become increasingly differentiated across creator labs
“I think one of the things that's going to happen in the next few years is that the models are actually going to become increasingly differentiated because of the personalities and behaviors
That the different labs have and the kind of objective functions that …”
Dec 7, 2025 neutral
Chen: AI Will Automate 80% of L6 Engineer Tasks Within 2 Years
“In my head, I probably bet that within the next one or two years, yeah, the models are going to automate 80% of, you know, the average L six software engineer's job. But it's going to take another few years, do you move to 90%, and another few years to 99%, an…”
Dec 7, 2025
Chen: AI post-training is an art driven by taste, not pure science
“One of the things I often think about is that there's a, it's almost like there's an art to post training. It's not purely a science. Like when you were deciding what kind of model you're trying to create and what it's good at. There's this notion of taste and…”
Feb 8, 2026 bullish
Feb 26, 2026 bearish
Mar 1, 2026
Wen: Clickable mocks fail for non-deterministic AI; teams must test live models
“You can't, you just can't, we can't mock up all the states, you know, and you can't theorize and you can't even make like a clickable prototype where that you sort of have to use the actual models underneath and you have to sort of see people try it out with t…”
Apr 23, 2026 bearish
Wu: AI Models Still Lack EQ and Common Sense for Product Launches
“I think humans still provide a level of common sense that the models don't. And there's like a thousand moving pieces to any product launch. Some of them are very small, but there's always a lot that could potentially go wrong. I think the model doesn't always…”
May 2, 2026 neutral
May 2, 2026 bearish
Schoening: AI improves exponentially at code, but shows little writing progress
“My take, it's very clear, at least empirically that models are getting better at coding at some exponential rate, right? And I don't think that's changing. Now I'm not that impressed with the progress in any other domain. It tends to be like, I don't think the…”
May 24, 2026 positive
May 31, 2026 neutral
May 31, 2026 positive
Jun 7, 2026 bearish
Jun 28, 2026 negative
Jul 12, 2026 neutral
Jul 12, 2026 bearish
Jul 26, 2026 positive
Penn: Highly capable AI models increase the need for user-centric PMs
“I think fundamentally, you didn't ask me this, but there is this question in the community of, do we still need PMs when the models are still capable, when engineers are leaning in I think the role of people who are user centric, who go into the details of und…”
Aug 9, 2026 bullish
Aug 30, 2026
Seshan: Automate writing for reporting with AI, never writing for thinking
“I think you should use the models as much as possible for writing as reporting, and in as much as you think with writing, as I really do, and I think a lot of people do, you should not use it. You know, you shouldn't replace your thinking with it.”
Aug 30, 2026
Seshan: AI models abstract specialized tasks, forcing craft to become broader
“Some pieces of our craft are actually getting abstracted by models being able to do it really effectively, maybe better than individuals can. And your craft moves from being able to do that very specific task you did in the past to Now applying it to some othe…”
Sep 6, 2026 negative
AI models remain severely limited at out-of-distribution business thinking
“We've seen one thing, Lenny, it's that the Ability for models to do new thinking out of distribution thinking is still really limited, and I don't actually take the point that some of the new thinking in math is actually representative of new thinking in domai…”
Sep 6, 2026 neutral
The 'too dangerous to release' AI narrative conflates safety with marketing
“The sort of concept of the model that's too dangerous to release it kind of conflates marketing inference capacity, and then also economic considerations, like, do you want to externalize your competitive advantage or use it to make yourself better?”