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AI industry

5 statements across 5 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Apr 26, 2024 by Matt Turck · across every show →

Everything said about AI industry, oldest first

Apr 26, 2024 neutral
Prediction Not checkable as stated
Turck says an incremental GPT-5 release would end the AI hype
“It sort of feels like if it's an incremental improvement, you know, that may signify that this end, this part of the hype cycle is, is ending. If it's, you know, crazy as everybody's hoping, then yes, then it feels like we're, you know, still very much in that…”
Matt Turck Apr 26, 2024 ▶ 20:11 Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
Oct 2, 2025 bullish
Prediction Open · timeframe Oct 2028
Douglas: AI industry will reach human-level computer capabilities in 2-3 years
“Which is that in the next two or three years, given the right feedback loops, given the right compute, given the right, you know, elbow grease and this kind of stuff, we think that we as the AI industry are all on track to create something that is at least as …”
Sholto Douglas Oct 2, 2025 ▶ 59:06 Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic)
Jan 29, 2026 negative
Assertion Not checkable as stated
The AI industry is rapidly running out of challenging evaluation benchmarks
“The only thing is we are running out of is really benchmarks. So the improvement on benchmarks, it's kind of like harder to measure.”
Sebastian Raschka Jan 29, 2026 ▶ 37:56 State of LLMs 2026: RLVR, GRPO, Inference Scaling — Sebastian Raschka
Feb 5, 2026 bullish
Prediction Open · timeframe Dec 2026
Patel: AI software industry could hit $100 billion ARR this year
“I think the industry could hit a hundred billion ARR by the end of this year, like 45, 50 for open AI, like 35, 40 for anthropic.”
Dylan Patel Feb 5, 2026 ▶ 39:28 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Sep 10, 2026 negative
Opinion
Turck: The AI industry has done a terrible PR job
“I think the AI industry has done a terrible PR job in general.”
Matt Turck Sep 10, 2026 ▶ 43:24 When AI Improves Itself | Richard Socher (Recursive)
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