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
Insight
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…”
Marily Nika Feb 5, 2023 ▶ 17:41 AI and product management | Marily Nika (Meta, Google)
Nov 6, 2024 positive
Insight
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.”
Kevin Weil Nov 6, 2024 ▶ 13:12 A conversation with OpenAI's CPO Kevin Weil, Anthropic's CPO Mike Krieger, and Sarah Guo
Nov 11, 2024 positive
Disclosure
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…”
Ami Vora Nov 11, 2024 ▶ 4:50 Simplify To Win | Lenny & Friends Summit 2024
Dec 11, 2024
Insight
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.”
Scott Belsky Dec 11, 2024 ▶ 24:31 Making and Leading Products People Love (Scott Belsky) | Lenny & Friends Summit 2024
Feb 9, 2025 neutral
Assertion Not checkable as stated
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.”
Karina Nguyen Feb 9, 2025 ▶ 24:20 OpenAI researcher on why soft skills are the future of work | Karina Nguyen
Apr 10, 2025 positive
Prediction Not checkable as stated
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…”
Kevin Weil Apr 10, 2025 ▶ 24:02 OpenAI’s CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil
Apr 10, 2025 bullish
Opinion
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,…”
Kevin Weil Apr 10, 2025 ▶ 1:07:11 OpenAI’s CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil
Apr 13, 2025 negative
Prediction Not checkable as stated
Rauch: Translation-style programming tasks are definitely disappearing
“And so that, those tasks where you can almost model it to a translation task, definitely going away, but knowing how things work under the hood.”
Guillermo Rauch Apr 13, 2025 ▶ 22:54 Everyone’s an engineer now: Inside v0’s mission to create 100 million builders | Guillermo Rauch
May 1, 2025 neutral
Insight
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…”
Michael Truell May 1, 2025 ▶ 47:28 The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell
May 11, 2025 bullish
Prediction Not checkable as stated
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…”
Nabeel S. Qureshi May 11, 2025 ▶ 52:32 How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir)
May 15, 2025
Disclosure
Revolut uses AI models to automate internal stakeholder approvals
“We try to automate as many things as possible. We use even AI models for that”
Dmitry Zlokazov May 15, 2025 ▶ 54:38 How Revolut trains world-class PMs: The “Local CEO” model, raw intellect & building wow products
Jun 5, 2025 positive
Insight
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…”
Mike Krieger Jun 5, 2025 ▶ 26:44 Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram)
Jul 17, 2025 neutral
Prediction Not checkable as stated
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 …”
Dan Shipper Jul 17, 2025 ▶ 50:46 The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code. | Dan Shipper (Every)
Jul 20, 2025 bullish
Prediction Not checkable as stated
Mann: AI models will be 1,000x smarter for same price in three years
“And if that continues, you know, in three years, we'll have a thousand X smarter models for the same price.”
Ben Mann Jul 20, 2025 ▶ 58:49 Anthropic co-founder: AGI predictions, leaving OpenAI, what keeps him up at night | Ben Mann
Jul 20, 2025
Assertion Supported
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…”
Ben Mann Jul 20, 2025 ▶ 54:46 Anthropic co-founder: AGI predictions, leaving OpenAI, what keeps him up at night | Ben Mann
Jul 20, 2025 bullish
Opinion
Mann: AI self-improvement will not hit a wall if given empirical tools
“I don't expect there to be a wall in terms of models ability to improve themselves if we can give them access to the ability to be empirical.”
Ben Mann Jul 20, 2025 ▶ 56:25 Anthropic co-founder: AGI predictions, leaving OpenAI, what keeps him up at night | Ben Mann
Jul 31, 2025 bearish
Insight
Taylor: Frontier AI models rapidly depreciate as an asset class
“And also the models deteriorate in value fairly quickly as an asset class. And so you need just a lot of scale to make a return on the investment for a model that deteriorates in value so quickly.”
Bret Taylor Jul 31, 2025 ▶ 53:29 He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor (Sierra)
Jul 31, 2025 positive
Insight
Taylor: Bad outputs from capable AI models are almost always context failures
“And I think that almost always when you have a model making a poor decision, if it's a good model, it's lack of context.”
Bret Taylor Jul 31, 2025 ▶ 1:13:48 He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor (Sierra)
Aug 9, 2025 neutral
Insight
Turley: Optimizing content for AI models mirrors appealing to human users
“The way to appeal to an AI model ideally is the same way that you would appeal to a real user because the model is supposed to proxy the interest of the user and nothing else.”
Nick Turley Aug 9, 2025 ▶ 1:18:11 Inside ChatGPT: The fastest growing product in history | Nick Turley (OpenAI)
Aug 9, 2025
Insight
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…”
Nick Turley Aug 9, 2025 ▶ 44:58 Inside ChatGPT: The fastest growing product in history | Nick Turley (OpenAI)
Aug 9, 2025
Insight
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…”
Nick Turley Aug 9, 2025 ▶ 1:13:57 Inside ChatGPT: The fastest growing product in history | Nick Turley (OpenAI)
Aug 24, 2025 bearish
Opinion
Lord: AI models no longer need generalist annotators, only domain experts
“But really what's happened is the models have gotten so good that the generalists are no longer needed. Like what they really need is experts, experts across every area that the models are focused on.”
Garrett Lord Aug 24, 2025 ▶ 11:03 Inside the expert network training every frontier AI model | Garrett Lord
Sep 18, 2025 bullish
Prediction Not checkable as stated
Foody: Human AI eval work will last as long as human advantages
“And I think that that road to improving models will last for as long as there is anything in the economy that humans can do, which models can't, and be a huge portion of what the future of work looks like.”
Brendan Foody Sep 18, 2025 ▶ 18:21 Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody
Sep 18, 2025 positive
Insight
Foody: AI evals are the product requirement documents for models
“If the model is the product, then the eval is the product requirement document.”
Brendan Foody Sep 18, 2025 ▶ 6:40 Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody
Oct 10, 2025 bullish
Insight
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…”
Robby Stein Oct 10, 2025 ▶ 20:44 Inside Google's AI turnaround: AI Mode, AI Overviews, and vision for AI-powered search | Robby Stein
Oct 16, 2025 positive
Insight
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…”
Dylan Field Oct 16, 2025 ▶ 1:15:03 Figma’s CEO: Why AI makes design, craft, and quality the new moat for startups | Dylan Field
Nov 16, 2025 bearish
Assertion Supported
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?”
Dr. Fei-Fei Li Nov 16, 2025 ▶ 27:29 The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li
Dec 4, 2025 negative
Insight
Tomer Cohen: AI agents fail when given raw enterprise knowledge bases
“It's not great to just give it access to your drive and say, reason all of this knowledge base. It actually does a very poor job understanding importance of the past and putting weights on stuff.”
Tomer Cohen Dec 4, 2025 ▶ 28:26 Why AI is disrupting traditional product management | Tomer Cohen (LinkedIn CPO)
Dec 7, 2025 bullish
Prediction Not checkable as stated
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 …”
Edwin Chen Dec 7, 2025 ▶ 48:20 The $1B Al company training ChatGPT, Claude & Gemini on the path to responsible AGI | Edwin Chen
Dec 7, 2025 neutral
Prediction Not checkable as stated
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…”
Edwin Chen Dec 7, 2025 ▶ 22:28 The $1B Al company training ChatGPT, Claude & Gemini on the path to responsible AGI | Edwin Chen
Dec 7, 2025
Insight
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…”
Edwin Chen Dec 7, 2025 ▶ 15:35 The $1B Al company training ChatGPT, Claude & Gemini on the path to responsible AGI | Edwin Chen
Feb 8, 2026 bullish
Prediction Not checkable as stated
AI models will autonomously manage their own context
“The agents are going to get better. The models are going to get better. They're not going to need me to extend the context. They're going to do it themselves.”
Lazar Yovanovich Feb 8, 2026 ▶ 36:38 The rise of the professional vibe coder (a new AI-era job)
Feb 26, 2026 bearish
Assertion Supported
Patel: AI is running out of publicly available human-generated training data
“Like so far we've trained these models with, you know human generated data publicly available on the internet, but we are running out of human generated data publicly available on the internet to train the models.”
Jeetu Patel Feb 26, 2026 ▶ 16:59 AI is critical for humanity’s survival: Cisco President on the AI revolution | Jeetu Patel
Mar 1, 2026
Insight
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…”
Jenny Wen Mar 1, 2026 ▶ 12:20 The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude)
Apr 23, 2026 bearish
Insight
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…”
Cat Wu Apr 23, 2026 ▶ 21:44 How Anthropic’s product team moves faster than anyone else | Cat Wu (Head of Product, Claude Code)
May 2, 2026 neutral
Prediction Not checkable as stated
Schoening: AI for Knowledge Work Will Reach 'Good Enough' Intelligence
“I think for a lot of knowledge work tasks, probably sometime we'll get to good enough. And once you get to good enough, then you can optimize other things. Like they run locally, they're cheaper, they're faster.”
Max Schoening May 2, 2026 ▶ 33:40 AI era skills: Why cultivating agency matters more than job titles | Max Schoening (Notion)
May 2, 2026 bearish
Opinion
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…”
Max Schoening May 2, 2026 ▶ 42:23 AI era skills: Why cultivating agency matters more than job titles | Max Schoening (Notion)
May 24, 2026 positive
Prediction Not checkable as stated
Shipper: Humans will have more work in a year despite better AI
“My experience and my feeling is that we will look back in a year and say, We actually have a lot more work to do. Humans have a lot more work to do. Even as models get better at doing work.”
Dan Shipper May 24, 2026 ▶ 11:09 AI predictions: Job markets, Codex beats Claude, and the death of org charts | Dan Shipper
May 31, 2026 neutral
Insight
Evans: AI forecasting is purely speculative because we lack core theories
“We have no theory of what human intelligence is. We have no theory of why these models work so well. We have no theory of how much better they will get. So we're all just kind of vibes forecasting as to what will happen.”
Benedict Evans May 31, 2026 ▶ 26:46 The most rational take on AI you’ll hear this year
May 31, 2026 positive
Insight
Evans: Distribution and brand matter most when AI models are commodities
“So distribution of an adequate product when the field is basically commodity distribution on brand become a big deal.”
Benedict Evans May 31, 2026 ▶ 45:32 The most rational take on AI you’ll hear this year
Jun 7, 2026 bearish
Insight
Fadell: AI cannot build innovative v1 products without human taste
“Because an opinion based thing on highly innovative, differentiated stuff, it doesn't have a model for that. There's not that stuff in there. You gotta, you still need the very version one to be done.”
Tony Fadell Jun 7, 2026 ▶ 56:43 Tony Fadell: How to build real taste (and why AI makes it matter more)
Jun 28, 2026 negative
Insight
Ambrosino: Current AI models increase codebase complexity rather than simplifying it
“One thing that I think all models suffer with right now is just, they usually increase complexity. If research is listening at any company, please make the models better at deleting code.”
Andrew Ambrosino Jun 28, 2026 ▶ 40:54 Why OpenAI is merging Codex and ChatGPT and the future of knowledge work | Andrew Ambrosino
Jul 12, 2026 neutral
Insight
Segal: Access to the best AI models will not determine organizational success
“Having the most advanced AI and the access to the best models in the world won't determine whether your organization succeeds.”
Noam Segal Jul 12, 2026 ▶ 1:23:16 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 bearish
Prediction Not checkable as stated
Segal: Workers diminished by AI will probably feel more diminished later
“People who feel diminished now will only feel more diminished in the future. Probably.”
Noam Segal Jul 12, 2026 ▶ 10:51 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 26, 2026 positive
Opinion
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…”
Dianne Penn Jul 26, 2026 ▶ 1:22:59 Why AI is going vertical (again) | Dianne Penn (Anthropic)
Aug 9, 2026 bullish
Assertion Not checkable as stated
Ward: AI model release cadences have compressed from months to days
“There was a world where the models were coming out every three or four months. We're down to a number of days between models”
Adam Ward Aug 9, 2026 ▶ 1:29:31 The playbook for building high talent density teams | Adam Ward, Head of Talent at Cursor
Aug 30, 2026
Insight
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.”
Tara Seshan Aug 30, 2026 ▶ 54:26 AI’s third era: the rise of persistent AI coworkers | Tara Seshan (OpenAI’s product lead)
Aug 30, 2026
Insight
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…”
Tara Seshan Aug 30, 2026 ▶ 44:42 AI’s third era: the rise of persistent AI coworkers | Tara Seshan (OpenAI’s product lead)
Sep 6, 2026 negative
Opinion
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…”
Anish Acharya Sep 6, 2026 ▶ 13:47 Why companies are becoming a series of loops | Anish Acharya (a16z)
Sep 6, 2026 neutral
Insight
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?”
Anish Acharya Sep 6, 2026 ▶ 43:51 Why companies are becoming a series of loops | Anish Acharya (a16z)
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