generative AI
18 statements across 15 episodes · 9 bullish · 3 bearish · 15 people on the record · first statement Dec 1, 2022 by Ethan Smith · across every show →
Everything said about generative AI, oldest first
Dec 1, 2022 positive
Ethan Smith: AI should assist SEO research workflows, not autonomously generate articles
“Where AI is really useful is actually all the other stuff that I talked about. So if you think about the workflow of creating content and start with, what should I be writing about? What are the subtopics? So like, 300 different keywords. What are the sub them…”
May 18, 2023 bullish
May 18, 2023 neutral
May 21, 2023 bullish
May 21, 2023 bullish
Söderström: Generative AI could make the music industry bigger than ever
“What would actually happen after piracy is that the music industry got bigger than ever, not, not just as big, but bigger than ever. And I think that could happen with this technology as well, but we're right in the beginning.”
Jun 15, 2023 bearish
Luc Levesque: AI search will decimate informational organic clicks within 24 months
“And I think the changes will be We'll probably start seeing things shift to paid. You have to pay for that free traffic. And the second one is there may just be a case where those keywords just don't get many clicks anymore. You might drop down to a very small…”
Dec 1, 2023 bearish
GitHub CPO: Generative AI will not replace developers in the near future
“Some of the things that are overhyped is that generative AI will replace humans. I don't see that happening in the near future. The way I think about it, you always need that human in the loop because AI cannot replace innovation, right? That creative spark, t…”
Jan 11, 2024 bullish
Schillace: Generative AI is in the rapid elaboration phase filling white space
“The zero to one is hard. Like understanding that there's something there at all is the really hard part because you have to be lucky and you have to be talented and you have to look in the right place and like, Do some very hard work, but once you understand t…”
Jan 21, 2024 neutral
Generative AI will favor scale as larger training datasets produce better models
“And when the new generative AI, we have the possibility of stronger effects than we've ever seen before. But we don't know yet. But the suspicion is that size is going to matter. That the size of the data that you could put into the learning algorithm is going…”
Jan 25, 2024 neutral
May 5, 2024 neutral
May 5, 2024 bullish
Helmer: Generative AI will primarily benefit incumbent businesses over new categories
“I'm kind of the view from very much uncertain at this point that That generative AI will, its biggest impact will be that tertiary class. It will be used in a lot of things that that existed before and exist after, but are made better by it, like semiconductor…”
Aug 18, 2024 positive
Oct 3, 2024 neutral
Komoroske: AI adoption happens in long-tail tasks below enterprise visibility
“And so, if this stuff is magical duct tape, It's very hard to make scaled, repeatable, large scale things out of it. It's very easy to jury the shit out of anything. And so you'll see it being used in the small, in a way that's almost entirely below the level …”
May 4, 2025 neutral
Wu: Generative AI challenges traditional startup advice on niche focus
“One of the, I would say the most common pieces of startup advice out there, I would say is, you know, focus on a really niche cohort, you know, do things that don't scale, you know, make, make, make one use case that's really great. And then you grow from ther…”
Sep 7, 2025 positive
Oct 23, 2025 negative
Huyen: Hyper-specialization prevents tech workers from generating product ideas
“Because I, we have gone through we have gone into this phase of like specializations, like people like very highly specialized and people are supposed to do like focus on one thing really well, instead of being a big picture. And we don't have a big picture of…”