Eiso Kant
21 statements across 2 episodes · 7 bullish · 5 bearish · 1 people on the record · first statement Dec 20, 2023 by Eiso Kant · across every show →
On the record as a speaker too: Eiso Kant's record, appearances and statements → this page counts the times other people say the name.
Everything said about Eiso Kant, oldest first
Dec 20, 2023
Dec 20, 2023 bullish
Kant: Most developers will adopt AI pair programmers within two years
“Well, the first thing that I think is at this point, almost uncontested, but frankly, when I was building source, most people didn't think would happen is the fact that the majority, if not all developers in the next couple of years in the world will adopt som…”
Dec 20, 2023 bullish
Kant: Non-engineers will build software via AI prompts within three years
“We don't think we're more than three years out to that point where a non-engineer, someone with no coding, you know, software development background is able to come and give one of those high level vague things of what they want built, right? Cause that's what…”
Dec 20, 2023
Kant: Poolside is vertically integrating custom foundation models and offering APIs
“We deliver this AI pair programming assistant full application stack with the models, I think fully vertically integrated with our own foundation models trained from scratch, but then also exposing those models with an API to allow other people to build all th…”
Nov 6, 2025 positive
Kant: Expert RL will lift enterprise agent quality to 90% in years
“And I think what we'll see in the next couple of years is a lot of model companies ourselves as well. We go into these enterprises. We find high value use cases. We use our agents to get to 60 or 70% You know, of quality, and then use additional reinforcement …”
Nov 6, 2025 bullish
Nov 6, 2025 negative
Nov 6, 2025 bearish
Nov 6, 2025 bullish
Kant: AI training will evolve into continuous learning from real-world agent experiences
“And then the fourth stage of training over time increasingly will become learning, continuous learning from real world experiences of these agents. And so those are kind of the four stages that we think training will go to.”
Nov 6, 2025 bullish
Nov 6, 2025
Kant: If AI intelligence commoditizes, only scale and delivery cost matter
“And within this world, if you think that intelligence is going to become less distinguishable between the companies building it, And becomes a commodity probably more like oil or cloud compute than like bread at the bakery, is there's two things that matter, y…”
Nov 6, 2025
Nov 6, 2025
Kant: Founders entering new domains should interview 100+ candidates per role
“And what I found to be one of the best advice I got a very long time ago, whenever you find yourself in that situation, well, this is when you want to start finding the experts to join you, but how do you find the experts? Because you yourself aren't. And here…”
Nov 6, 2025 negative
Kant: Internet data lacks the thought processes needed for AGI
“But the reason that never got us to AGI is because, well, the internet never actually included the data set of the thoughts and actions that created it. It's the final piece of code, it's the final article you write, but not the thoughts that you had and actio…”
Nov 6, 2025
Kant: Large-scale data center construction is concentrated among very few players
“What was particularly interesting to learn about the infrastructure space over time is that it's an incredibly small world. Everybody knows each other. It makes tech feel like a big world, right? The construction of data centers at scale has really only been d…”
Nov 6, 2025 bearish
Nov 6, 2025 neutral
Nov 6, 2025 neutral
Kant: A 250MW AI data center costs roughly $8 billion to build
“To energize, 250 megawatts is about half a billion dollars worth of physical infrastructure. So in the case of gas turbines, it's gas turbines, but there's different paths to it. Building a data center, like the powered shell that brings together all of the eq…”
Nov 6, 2025 negative
Nov 6, 2025 positive
Nov 6, 2025 neutral
Kant: AI foundation model gross margins will settle near 40%
“I'm not yet convinced that gross margins in our industry will look like a SaaS company, like 80% plus. I think when we're talking about a commodity as intelligence, that we build value added services on top. Right. It's a foundation model company. On one hand,…”