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
Insight
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…”
Ethan Smith Dec 1, 2022 ▶ 1:27:32 The ultimate guide to SEO | Ethan Smith (Graphite)
May 18, 2023 bullish
Prediction Not checkable as stated
Creative professionals will not be replaced by generative AI
“And some people are like, oh my gosh, creative pros are going to be replaced. No, no, no, no, they're not. They're just going to find 10 X better solutions. They're going to have that capability to explore more possibilities.”
Scott Belsky May 18, 2023 ▶ 53:54 Lessons on product sense, AI, the first mile experience, and the messy middle | Scott Belsky (Adobe)
May 18, 2023 neutral
Disclosure
Adobe is actively experimenting with generative AI outpainting in Photoshop
“So right now, I mean, in Photoshop, we're experimenting with when, you know, instead of just reducing an image and cropping, you can also extend an image. And that's, of course, using generative AI for outpainting.”
Scott Belsky May 18, 2023 ▶ 36:16 Lessons on product sense, AI, the first mile experience, and the messy middle | Scott Belsky (Adobe)
May 21, 2023 bullish
Prediction Not checkable as stated
Söderström: Generative AI shift will force companies to rethink products
“And I think what we're entering now is we're going from your curation to recommendation to generation. And I suspect it will be as big of a shift that you will eventually have to rethink your products.”
Gustav Söderström May 21, 2023 ▶ 14:04 The science of product, big bets, and how AI is impacting the future of music | Gustav Söderström
May 21, 2023 bullish
Prediction Not checkable as stated
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.”
Gustav Söderström May 21, 2023 ▶ 26:07 The science of product, big bets, and how AI is impacting the future of music | Gustav Söderström
Jun 15, 2023 bearish
Prediction Not checkable as stated
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…”
Luc Levesque Jun 15, 2023 ▶ 53:41 Leveraging growth advisors, mastering SEO, and honing your craft | Luc Levesque (Shopify, Meta)
Dec 1, 2023 bearish
Prediction Not checkable as stated
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…”
Inbal Shani Dec 1, 2023 ▶ 5:27 The future of AI in software development | Inbal Shani (CPO of GitHub)
Jan 11, 2024 bullish
Insight
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…”
Sam Schillace Jan 11, 2024 ▶ 1:11:38 How to be more innovative | Sam Schillace (Microsoft deputy CTO, creator of Google Docs)
Jan 21, 2024 neutral
Prediction Not checkable as stated
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…”
Richard Rumelt Jan 21, 2024 ▶ 38:11 Good Strategy, Bad Strategy | Richard Rumelt
Jan 25, 2024 neutral
Insight
Moore: Generative AI exists across all adoption lifecycle stages simultaneously
“From a customer's point of view, there's AI in the early market, there's AI in the bowling alley, there's AI in the chasm, there's AI in the tornado, and there's AI on Main Street.”
Geoffrey Moore Jan 25, 2024 ▶ 59:40 Geoffrey Moore on finding your beachhead, crossing the chasm, and dominating a market
May 5, 2024 neutral
Opinion
Helmer: Generative AI will not create an eighth strategic power
“My own view currently, I don't see any change in seven powers from it in terms of an eighth power or something”
Hamilton Helmer May 5, 2024 ▶ 39:52 Business strategy with Hamilton Helmer (author of 7 Powers)
May 5, 2024 bullish
Prediction Not checkable as stated
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…”
Hamilton Helmer May 5, 2024 ▶ 41:48 Business strategy with Hamilton Helmer (author of 7 Powers)
Aug 18, 2024 positive
Insight
Yien: Children view generative AI models conceptually as crayons
“The concept of these image generation models is the same as a crayon to her. Like there is no difference in her mind. And that is an insane change that I can't even comprehend.”
Kevin Yien Aug 18, 2024 ▶ 1:04:26 Unorthodox PM tips: Automating user insights, unselling candidates, decision logs, more | Kevin Yien
Oct 3, 2024 neutral
Insight
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 …”
Alex Komoroske Oct 3, 2024 ▶ 19:56 Thinking like a gardener, slime mold, the adjacent possible: Product advice from Alex Komoroske
May 4, 2025 neutral
Insight
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…”
Scott Wu May 4, 2025 ▶ 50:20 Inside Devin: The AI engineer that's set to write 50% of its company’s code this year | Scott Wu
Sep 7, 2025 positive
Insight
Ezinne Udezue: Generate content yourself and let AI refine it, not vice-versa
“Don't, even though you keep talking about it as generative AI, be the generator and let it refine. That's the major trick. You know, that's the hack everybody should learn.”
Ezinne Udezue Sep 7, 2025 ▶ 1:10:07 How AI is reshaping the product role | Oji and Ezinne Udezue
Oct 23, 2025 negative
Insight
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…”
Chip Huyen Oct 23, 2025 ▶ 1:09:42 Al Engineering 101 with Chip Huyen (Nvidia, Stanford, Netflix)
Jul 19, 2026 positive
Opinion
AI does not make functional domain expertise obsolete, Stone argues
“So I don't think it makes the functional expertise obsolete. I think it means that teams have to be more comfortable with maybe this helps us move faster in a certain direction.”
Elizabeth Stone Jul 19, 2026 ▶ 5:14 Why Netflix is betting on systems thinkers—not specialists—in the AI era | Elizabeth Stone (CPTO)
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