generative AI

also referred to as: generative ai

26 statements across 18 episodes · 14 bullish · 4 bearish · 14 people on the record · first statement Feb 2, 2023 by Melanie Kambadur · across every show →

Everything said about generative AI, oldest first

Feb 2, 2023 positive
Assertion Partly supported
Kambadur: AI voice models replicate human speech from three seconds of audio
“So now we have voice models that can listen to Three seconds, I think, that we had recently. This new volley of your voice, and then replicate your voice. We have models that can get, like, a very short sentence and generate, like, minutes-long video that desc…”
Melanie Kambadur Feb 2, 2023 ▶ 5:10 A Conversation on The State of AI | Melanie Kambadur, Meta & Gideon Mann, Bloomberg
Mar 23, 2023 neutral
Prediction Not checkable as stated
Turck: AI app moats will come from workflow, not the models
“Arguably, the competitive advantage is actually not going to be AI, but the competitive advantage is going to be the workflow And the collaboration that you build on top of the AI to do those things, which I think is not any more or less interesting than your …”
Matt Turck Mar 23, 2023 ▶ 16:12 The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape
Jul 5, 2023 bullish
Prediction Not checkable as stated
Generative AI empowers non-PhD software builders to create specialized vertical agents
“I think that what I see as very interesting with generative AI is that it's like a new Lego block enabling a new generation of hackers for many vertical applications. And there are like many, many, many, many vertical applications that can be built using and b…”
Florian Douetteau Jul 5, 2023 ▶ 38:09 The Single Platform for Everyday AI - Fireside Chat with Florian Douetteau (Dataiku) & Matt Turck
Jul 5, 2023
Insight
Generative AI fragmentation mirrors the data warehousing market ten years ago
“There is some parallel between the current situation of generative AI and the situation of data warehousing back 10 years ago, as in a multiplicity of technologies and multiplicity of models, question marks in terms of how you integrate them together.”
Florian Douetteau Jul 5, 2023 ▶ 27:37 The Single Platform for Everyday AI - Fireside Chat with Florian Douetteau (Dataiku) & Matt Turck
Jul 19, 2023 positive
Insight
Riparbelli: Monetizing AI content is a bigger opportunity than selling tools
“And I think there's lots of other things like this, but I really think that one of the biggest opportunities right now is actually not necessarily selling the tools. It's actually creating the content and monetizing that content. Because the tools are becoming…”
Victor Riparbelli Jul 19, 2023 ▶ 41:31 Democratizing Video Creation with AI: Lessons From Synthesia’s Journey to 50k+ Customers
Jul 19, 2023 bullish
Prediction Not checkable as stated
Riparbelli: Clean training data will be required by enterprise AI buyers
“And I think we're going to see that a lot in the next couple of years that this is going to be a requirement for big companies to work with Genesive AI.”
Victor Riparbelli Jul 19, 2023 ▶ 33:58 Democratizing Video Creation with AI: Lessons From Synthesia’s Journey to 50k+ Customers
Sep 14, 2023 positive
Insight
Taylor: GenAI in games introduces new capabilities rather than replacing human jobs
“It's no one's Full-time job to make an NPC, like say your name. It's just a functionality we've never had. So you're not really replacing anything people were doing. You're just making something that didn't exist exist.”
Carly Taylor Sep 14, 2023 ▶ 11:43 From Xbox to Databricks: Carly Taylor’s Rebel Path in Data Science & Gaming AI
Sep 20, 2023 bullish
Prediction Not checkable as stated
Goshen: Enterprise generative AI will see production rollouts in six months
“I think in, in six months, we'll see gradual rollouts to production for many use cases.”
Ori Goshen Sep 20, 2023 ▶ 40:58 Beyond ChatGPT: Ori Goshen’s Playbook for Building Neuro-Symbolic LLMs
Mar 20, 2024 positive
Insight
Douetteau: Generative AI serves as the last-mile personalization layer for traditional AI
“Generative AI is providing this last mile, this additional benefit in terms of traditional AI, the last mile of, let's say, personalization, for instance, The last mile of accessibility in other contexts”
Florian Douetteau Mar 20, 2024 ▶ 8:26 2024 will be the year of ENTERPRISE AI | Florian Douetteau, CEO of Dataiku
Mar 20, 2024
Insight
Dataiku CEO: Deploying enterprise GenAI is currently trial-and-error 'dark science'
“Because if we're, again, a bit honest, it's not that easy to make generative AI application work in practice. We are playing a little bit dark science there, where you get your LLM, your fine tune, your rag, your stuff around. And you decide, like, okay, good,…”
Florian Douetteau Mar 20, 2024 ▶ 12:51 2024 will be the year of ENTERPRISE AI | Florian Douetteau, CEO of Dataiku
Mar 27, 2024 bullish
Prediction Not checkable as stated
Valenzuela predicts AI will soon generate rich multimedia in near real-time
“If you compound how fast things are moving, we're going to get to a world really soon. We're going to be able to generate rich multimedia formats and audios and videos in almost real time.”
Cris Valenzuela Mar 27, 2024 ▶ 6:16 Hollywood Producers FREAK OUT over AI | Cris Valenzuela, CEO of Runway
Mar 27, 2024
Insight
Valenzuela: Generative AI is a new medium, not automated legacy media
“I think there is a common misconception that the first way to think about images and videos and content and audio and all sorts of like multimedia things that you can generate with these models is that you're going to make the previous thing that we make, but …”
Cris Valenzuela Mar 27, 2024 ▶ 4:48 Hollywood Producers FREAK OUT over AI | Cris Valenzuela, CEO of Runway
Apr 10, 2024 neutral
Assertion Not checkable as stated
Evans: 2023's immediate generative AI use cases were coding and brainstorming
“But we're still, and we had, I think in 20, 23, that wave of the initial, oh my God, you can use it for that right now things, which is basically coding and brainstorming.”
Benedict Evans Apr 10, 2024 ▶ 4:18 Is AI a platform shift or a paradigm shift? With Benedict Evans
Apr 10, 2024 negative
Assertion Not checkable as stated
Evans: Fully autonomous end-to-end AI workflows require AGI
“But you kind of know at the same time that in practice, what I've just described would kind of require AGI. In practice, there's like 10 ways that that's going to break And never mind the hallucination problem, which is a whole separate conversation. There's j…”
Benedict Evans Apr 10, 2024 ▶ 13:03 Is AI a platform shift or a paradigm shift? With Benedict Evans
Apr 10, 2024 bearish
Prediction Not checkable as stated
Benedict Evans: Generative AI will inevitably experience a market bubble
“Clearly, if we're not in a bubble now, we're going to have a bubble. It's because that's just like the nature of the light, the cycle of life. There will be a bubble around each new technology.”
Benedict Evans Apr 10, 2024 ▶ 34:41 Is AI a platform shift or a paradigm shift? With Benedict Evans
Apr 17, 2024 neutral
Prediction Not checkable as stated
McGuire: Controlling generative AI will be AI's main challenge for 2–3 years
“I think the big challenge that the field is facing probably in the next two or three years that we've been focusing on is how do you control generative AI?”
Morgan McGuire Apr 17, 2024 ▶ 34:51 AI at Roblox: Revolutionizing Game Creation | Morgan McGuire, Chief Scientist of Roblox
May 16, 2024 positive
Insight
Generative AI is fundamentally a multi-gigabyte knowledge compression engine
“The way we think, I think about generative is, it's a really great knowledge compression engine, right? Like I can compress the internet into a model that's like three gigs, right?”
Tomasz Tunguz May 16, 2024 ▶ 19:15 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Jul 18, 2024 negative
Assertion Contradicted
Kahn: Fortune prohibits journalists from using AI to write articles
“Again, in, at Fortune, we don't, we're not actually allowed to use them to write articles for us.”
Jeremy Kahn Jul 18, 2024 ▶ 45:29 An inside look at “Mastering AI” | Jeremy Kahn, Author & AI Editor, Fortune
Jul 25, 2024
Insight
Zhou: Generative AI is notoriously hard to evaluate without domain experts
“Generative AI is famously, famously very hard to evaluate. We like have no idea what's good, better, best, unless someone who's an expert in understanding that That use case can tell you that, right?”
Sharon Zhou Jul 25, 2024 ▶ 6:04 Making AI Work: Fine-Tuning, Inference, Memory | Sharon Zhou, CEO, Lamini
Nov 21, 2024 positive
Assertion Not checkable as stated
A Fortune 50 CIO personally demoed an eight-person AI startup
“I mean, literally, I was talking to a CIO yesterday. Fortune 50 had just taken personally a demo from an eight-person startup, because people are so curious.”
May Habib Nov 21, 2024 ▶ 28:05 Building the Easy Button for Generative AI | May Habib, CEO, Writer
Nov 21, 2024 positive
Insight
Enterprise AI drives 500% capacity shifts, not just 10% productivity gains
“None of this is about productivity, right? You being able to go through Three decades of consumer research on Listerine to be able to develop a new flavor, right? You being able to develop all of the go to market around that new product in literally a third of…”
May Habib Nov 21, 2024 ▶ 33:56 Building the Easy Button for Generative AI | May Habib, CEO, Writer
Dec 12, 2024 negative
Assertion Not checkable as stated
Douetteau: Generative AI lacks statistical consistency for business goal optimization
“Generative AI, as it is built today, is not meant to provide any consistency in terms of how statistically you reach a business goal through the output or through your predictions.”
Florian Douetteau Dec 12, 2024 ▶ 36:32 Dataiku's Secret to Scaling AI in Global Enterprises | Florian Douetteau, CEO, Dataiku
Jan 16, 2025 positive
Insight
Code generation leads generative AI adoption because it is easily evaluated
“For JDIF AI, like, one of the most common JDIF AI use cases today is coding. Okay, so there are many reasons why coding is popular, and I said, like, one of the reasons is that it's very, it's a lot easier to evaluate coding than, like, other, because, like, h…”
Chip Huyen Jan 16, 2025 ▶ 34:50 What You MUST Know About AI Engineering | Chip Huyen, Author of “AI Engineering”
Jan 16, 2025 neutral
Assertion Not checkable as stated
Chip Huyen: Most generative AI systems combine traditional ML with generative AI
“It's a vast majority of GF-AI systems have seen, like, you have, like, traditional or, like, analytical ML components with GF-AI.”
Chip Huyen Jan 16, 2025 ▶ 8:25 What You MUST Know About AI Engineering | Chip Huyen, Author of “AI Engineering”
May 22, 2025 positive
Assertion Not checkable as stated
Evans: Generative AI is deployed in thousands of companies, unlike crypto
“There are hundreds and hundreds of companies who've already got this in production, doing stuff that's really useful where it works, where you understand what it is. So this is just objectively wrong to say that it's useless. It's already not, not in the way t…”
Benedict Evans May 22, 2025 ▶ 18:04 AI Eats the World: Benedict Evans on What Really Matters Now
Jun 12, 2025 positive
Assertion Not checkable as stated
Turck: AI coding is arguably the most widely adopted generative AI application
“First, it's arguably the most widely adopted application of generative AI today.”
Matt Turck Jun 12, 2025 ▶ 2:01 GitHub CEO: The AI Coding Gold Rush, Vibe Coding & Cursor
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