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
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…”
Mar 23, 2023 neutral
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 …”
Jul 5, 2023 bullish
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…”
Jul 5, 2023
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.”
Jul 19, 2023 positive
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…”
Jul 19, 2023 bullish
Sep 14, 2023 positive
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.”
Sep 20, 2023 bullish
Mar 20, 2024 positive
Mar 20, 2024
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,…”
Mar 27, 2024 bullish
Mar 27, 2024
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 …”
Apr 10, 2024 neutral
Apr 10, 2024 negative
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…”
Apr 10, 2024 bearish
Apr 17, 2024 neutral
May 16, 2024 positive
Jul 18, 2024 negative
Jul 25, 2024
Nov 21, 2024 positive
Nov 21, 2024 positive
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…”
Dec 12, 2024 negative
Jan 16, 2025 positive
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…”
Jan 16, 2025 neutral
May 22, 2025 positive
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…”