AI companies
11 statements across 7 episodes · 3 bullish · 7 bearish · 7 people on the record · first statement Sep 28, 2017 by Omar Tawakol · across every show →
Everything said about AI companies, oldest first
Sep 28, 2017 negative
Oct 18, 2023 negative
High GitHub star counts for AI projects mostly reflect unmonetizable hobbyist interest
“There are definitely some that have, you know, tens of thousands of stars on GitHub. But if you look at the use, where those stars are coming from, it's mostly hobbyists, and I'm sure you can monetize hobbyists and sort of grow from there. But I think it is li…”
Sep 4, 2025 bullish
May 7, 2026 positive
Kolter: AI companies should establish board-level safety and security committees
“I think it's actually very important that AI companies start to establish similar governance policies, because this is something that requires that level of just oversight and of assurance. It is a becoming You know, a massive industry, and just like there are…”
May 7, 2026 negative
Kolter: AI models do not get safer automatically by scaling up
“You can't just sort of trust models to get safer by getting bigger. You have to put in the work to actually make them safer. And this is, I think what a lot of AI companies are investing in. This is why we in fact do have models that are improving on these dim…”
May 21, 2026 bullish
Dubois: AI frontier labs have successfully bypassed internet data walls
“There were a lot of conversation about hitting data walls, and it seems like we did not quite hit it. So the larger the model is, the more data it needs to ingest to be trained. And it seems like different companies kind of found different ways to overcome the…”
Jul 9, 2026 negative
Aug 27, 2026 negative
Aug 27, 2026
Aug 27, 2026 negative
Greenblatt: Government pressure to cloister AI models internally is counterproductive
“I think that a bunch of likely government action at least seems to push in favor of AI companies keeping their models internal and not deploying them, which I think for the risks that I'm most worried about doesn't help and in fact is anti-helpful”
Aug 27, 2026 negative