AI
also referred to as: artificial intelligence
109 statements across 55 episodes · 59 bullish · 26 bearish · 49 people on the record · first statement Mar 15, 2023 by Ray Dalio · across every show →
Everything said about AI, oldest first
Mar 15, 2023 bearish
Mar 15, 2023 bearish
Jun 6, 2023 bullish
Iovine: AI will be a fabulous creative inspiration in music recording
“I'm all in on artificial intelligence. All in. I think it's going to be great for the recording because I think you could say, Play me something, make me something that is Johnny Cash only with a Dre beat. And you may not hear something great, but you may hear…”
Jul 19, 2023 bullish
Altman: Y Combinator's software model can scale to AI, bio, and energy
“YC was mostly funding software companies, but I had a lot of conviction that we could apply the same thing that made YC work so well for software companies to companies in a lot of the areas that I cared about. AI, synthetic biology, energy.”
Jul 21, 2023 positive
Ryan: PwC is embedding AI directly into its core auditing platform
“It's actually happening across all three elements of our business, auditing, in our tax, in our consulting. So we have platforms that our entire audit business is run off of. We have artificial intelligence that's being built right into that platform in a typi…”
Jul 21, 2023
Ryan: Non-regulated sectors will adopt AI faster than healthcare and finance
“The way we've looked at it is non-regulated businesses in general will be earlier adopted. So think consumer and other areas, areas that are highly regulated, like financial services or healthcare will be slower because of the risk of getting it wrong.”
Aug 21, 2023 positive
Hoffman: Scaling compute drove AI breakthroughs, not a new intelligence algorithm
“While there have been various algorithmic and technique improvements, it wasn't like we suddenly discovered the intelligence algorithm. It's actually, in fact, how do we get thousands of compute units, but by getting that scale compute, you started generating …”
Aug 21, 2023 negative
Hoffman: Elon Musk's AI Pause Petition Was Intellectually Dishonest
“Well, Elon's in particular was signing this six month pause letter while trying to hire people and buy as much compute and get going as fast as possible. Everyone else slow down so I can catch up. That's not intellectually honest.”
Aug 21, 2023 bullish
Hoffman: 10x AI productivity will not cause massive job loss overall
“If you kind of walk through a corporation and say, if you make everybody 10 X more productive, how does that cause you to reorganize? And by the way, that doesn't cause you a whole lot of job loss. Some, you know, like I think customer service will both reorga…”
Aug 21, 2023 positive
Hoffman: Big tech needs channels to collaborate on AI safety
“Anytime that large tech companies talk to each other, you know, it's like, ah, antitrust, and you're like, well, actually, in fact, you want them talking to each other about safety considerations with computation generally, whether it's cybersecurity or whethe…”
Aug 29, 2023 bullish
Sep 15, 2023 negative
Nadella: No country will allow two or three companies to monopolize AI
“In fact, I say, if it was, oh, wow, the two companies in the world or three companies in the world have AI, that's not a world that any of us want to live in. In fact, that's a world that won't exist. No country will allow that. It is a silly way to even conce…”
Sep 29, 2023 negative
Hoffman: Obsessing Over Robot Overlords Increases the Likelihood of Dystopia
“One of the places where the most of the existential risk people are doing a disservice and causing an increased likelihood of dystopia is that by focusing on kind of future robot overlords versus how human beings use this technology, Including, by the way, cri…”
Sep 29, 2023 neutral
Suleyman: AI Will Massively Boost Productivity but Severely Destabilize Society
“If this was true for AI, that is both going to be the most incredible boost to creativity and productivity in the history of our species, but also potentially an incredibly destabilizing time.
Because anybody who has an agenda, who wants to amplify their narra…”
Oct 6, 2023 neutral
Oct 6, 2023 bullish
Read: WPP uses AI workshops to build client brands in one hour
“We have a way of working with clients where in an hour we ask clients to develop a new product and come up with a campaign for its launch. And they can really see what AI can do. By the way, you're creating a brand for client in an hour.”
Oct 11, 2023 neutral
Gavet: Delay AI adoption by a quarter if customer needs remain unclear
“And if you don't know yet, in my world, I think it's okay to wait another month, another quarter, not saying 10 years, but just a little bit, and then revisit on a regular basis whether or not there's new application of AI, new development that would make sens…”
Oct 17, 2023 bullish
Hoffman: AI will decrease daily screen time by completing tasks for users
“Many envisage a technology-led future with even more daily screen time than today. However, the power of AI points towards the opposite. If you trust AI to complete tasks on your behalf, You'll uncover more time to nurture relationships and advance your person…”
Oct 17, 2023 neutral
Oct 31, 2023 negative
Chowdhury: Anthropomorphizing AI absolves developers of moral responsibility for adverse outcomes
“We will act as if the AI did a thing. So we'll say, AI will replace teachers. In doing so, we're absolving the developers, literally, of responsibility. It's the outsourcing of the morality of the decision, and frankly, of the adverse outcomes that could resul…”
Oct 31, 2023 negative
Hoffman: Debating AI existential risk distracts from immediate safety issues
“By spending too much time debating the existential risk of AI, we actually increase the likelihood that AI will help bring about a dystopian future. The long-term conversation is doing a disservice to the immediate issues that we face.”
Nov 7, 2023 bullish
Hoffman: Framing AI primarily as an existential threat is naive
“And one of the things I think is naive about that statement and the reason I didn't sign it is because while it can be an existential risk, just like, you know, for example, you create nuclear power and nuclear weapons or an existential risk, it is also one of…”
Nov 7, 2023 bullish
Hoffman: AI synthetic data will enable medical research without privacy compromises
“One of the things that's going to come from AI is how do you look at a big pile of data and then generate a fictional piece of data that has the same characteristics of the other one? So you say, well, We should allow this AI to look through all of the medical…”
Dec 5, 2023 positive
Hoffman: Early computing revolution deeply parallels today's AI revolution
“There are deep parallels between the huge advances in computing underway at this point in Ed's story and the seismic impacts of the current AI revolution. Like AI, the computational wave that Ed was immersing himself in was going to inform sweeping changes in …”
Dec 9, 2023 positive
DeBaun: AI email drafts ease the mental burden on female CEOs
“It takes me a lot of used to take me a lot of energy to formulate email responses in a way that, you know, is concise and direct. And warm and all the things that a female CEO has to think about when you're in doing correspondence and having a tool that I can …”
Dec 9, 2023 bullish
Dec 9, 2023 positive
DeBaun: Media companies providing functional utility will survive AI disruption
“I think that my perspective is that for media companies that solve a problem, I call it utility, right? Like a company that is providing content and information and entertainment that is a utility, meaning that people can actually use it where there's value. I…”
Dec 9, 2023 neutral
Dec 19, 2023 bullish
El Kaliouby: Workers who partner with AI will outcompete those who don't
“And I really believe that the folks who figure out how to partner with AI to be more productive or more creative or more connected or more empathetic are going to do better and be more competitive and more marketable and more kind of in demand than people who …”
Jan 31, 2024 positive
Jan 31, 2024 positive
Elan Lee: AI accelerates brainstorming by filtering bad ideas faster
“It often won't yield the right idea, but I can usually shortcut weeks Off the process, because it helps me get through all the bad stuff faster, and it helps me find the little tiny sparks that might be interesting, and then I can grab those and dive right in.”
Jan 31, 2024 positive
Elan Lee: AI enables lightning-fast combinatorial ideation for human creators
“For those who don't have a Jordan, AI serves that purpose perfectly because it will do that combinatorial mathematics at lightning speed. All you have to do is be really astute and really open-minded as you look at the results and find the two ingredients that…”
Jan 31, 2024 positive
Gavet: AI pitches must demonstrate capabilities impossible before the technology
“Tell me something that AI is going to help you to do that was not possible to do before. Even if you don't fully understand the technology, Tell me in one sentence, thanks to AI, we're going to do X. And if I immediately see that without AI, X will never have …”
Jan 31, 2024 positive
Elan Lee: AI suggestions advance brainstorming from square zero to four
“Then to figure out the theme, I take those instructions that I've spent weeks working with an AI to generate, and I feed them right back into the AI and say, become an expert at this game and tell me what it should be called to attract this target audience. An…”
Jan 31, 2024 neutral
Maëlle Gavet: Startup solutions matter far more than their use of AI
“What I care about is, Is there a big, gigantic problem in front of us? And do you have a really different way of solving it versus everyone else? And if that means using AI, awesome. If it means not using AI because you have a better option, that's fantastic t…”
Jan 31, 2024 negative
Feb 22, 2024 positive
Gustafsson: Defenders using AI have a home turf advantage over attackers
“Because ultimately, the defender has the home turf advantage. They are the people that know the business and its culture and its digital identity better than anyone else. And by leveraging AI, they're able to arm those defenders with that knowledge and stay on…”
Apr 8, 2024 negative
Apr 8, 2024 negative
Apr 8, 2024 negative
Wallach: AI leaders wield Oppenheimer-level power to create and destroy
“This is the same level of power and the ability to both create and the ability to destroy that we're dealing with. And what I, that's what I took away from Oppenheimer. I was like, wow, that much power with one individual, one small set of individuals. That's …”
Apr 12, 2024 bullish
Jun 3, 2024 bullish
Hoffman: AI panic will turn into broad appreciation within a few years
“I think that almost for sure, just like every other epoch of
Technological development in human history is we're gonna have a lot of, oh my god, the world's coming to an end, and then in a few years, it'll be like,
oh my god, that's really great, and there's a…”
Jun 27, 2024 bullish
Jun 27, 2024 bullish
Jun 27, 2024 neutral
Jun 27, 2024 neutral
Jul 9, 2024 bullish
Jul 9, 2024 positive
Raskin: US should allocate 1% of AI spending to governance
“If we as a US are gonna spend a trillion dollars in the next couple years on AI capabilities, shouldn't we at least be spending one percent of that on upgrading governance itself? Like, the US was founded on the idea that a group of people could come together,…”
Jul 9, 2024
Raskin: AI Embedding Spaces Share a Universal Geometric Shape Across Languages
“The core insight is that you could build a shape that represents English, a shape that represents German, and just rotate one shape on top of the other to do translation. And even though there are words in one that don't exist in the other, the point which is …”
Jul 18, 2024 neutral
Maples: Digitally specifiable high-skill jobs face the highest AI substitution risk
“There are fields where the people in that field are very smart, but if they could be completely digitally specified those people are more at risk than people who, Do things that can't be completely digitally specified because then AI cannot be a substitute as …”
Jul 18, 2024 bullish
Maples: AI will create massive value for startups over incumbents
“And so I think that's true of AI, and I think we're kind of in this five-year window where it's not completely obvious where to play, just like it wasn't completely obvious in the first five years of the internet, but all my instincts tell me that it's going t…”
Jul 30, 2024
Hoffman: Pure AI branding fails in healthcare without strong human-in-the-loop architecture
“Obviously, initially, people aren't going to necessarily have a lot of trust for AI, so you brand trust AI, that doesn't work. You have to have humans in the loop in really strong ways and I think that's one of the things that's kind of pretty essential to do …”
Jul 30, 2024 bullish
Hoffman: AI Assistants on Every Smartphone Will Provide Direct Medical Guidance
“And so I think part of what we're going to be doing is kind of training, you know, AI to kind of be as an assistant on every smartphone, and the first question will be is, do you have access to a GP, right? Because by the way, if you have access to a GP, You k…”
Aug 7, 2024 negative
Aug 7, 2024 positive
Lakhani: AI-centric companies rely on machines for core operational work
“In which data and AI were at the center, and the work that was being done by these organizations was being done by the machines and not by the humans. The humans designed the machines, the humans monitored the machines, the humans updated the machines, but the…”
Aug 7, 2024 negative
Aug 8, 2024 bullish
Aug 15, 2024 negative
Solivan: AI startups today require significantly more capital to launch
“Technologies like AI, it's a big game changing technology, but the costs are still so high to launch something. I think startups, you know, need to raise a lot more money to get started right now today. Than I did. I mean, I started with 250 K from angel inves…”
Aug 29, 2024 negative
Sep 19, 2024 bullish
Sep 19, 2024 negative
Hoffman: Bad Actors Pose Greater AI Risk Than Existential Scenarios
“One of the reasons why I kind of advocate very strongly against the existential risk, the robots are coming, you know, Terminator movie, et cetera, is because most of the real bad things to focus on are AI in the hands of, you know, kind of bad human beings. W…”
Oct 17, 2024 neutral
Dec 11, 2024 bullish
Case: The US will avoid Europe's mistake of over-regulating AI
“I think that we will not make the mistake I believe Europe is making, which Europe often makes, of over-regulating trying to make, be so careful about bad things happening, you don't allow the good things to happen, and we need to figure out a way to, you know…”
Dec 13, 2024 neutral
Dec 13, 2024 positive
Webb: Convergence of AI, sensors, and biotech drives a technology flywheel
“But individually, these groupings of technologies, these general purpose technologies aren't important. It's the convergence we discovered that matters. And what's happening is improvements in one begets improvements in the other. So there's this sort of flywh…”
Dec 13, 2024 positive
Webb: AI, advanced sensors, and biotech qualify as general purpose technologies
“So it turns out, in the course of our research artificial intelligence is a general purpose technology, which is defined as you know, something that has a profound and lasting impact on the economy. You mentioned as a general purpose technology. Electricity. Y…”
Dec 20, 2024 positive
Feb 28, 2025 neutral
Feb 28, 2025 bullish
Narayen: AI will create far more jobs than it disrupts
“I think the reality with all technology, all automation is, you know, I, it introduces way more jobs, and it disrupts some, and I don't think AI will be you know, that different, and a lot of the, you know, automation or menial things that people do, it'll for…”
Feb 28, 2025 bullish
Mar 17, 2025 positive
Cacioppo: Compliance workflows are inherently format translation suited for AI
“A lot of what these compliance workflows are taking information in one format and putting it in another. So taking a policy document and turning it an engineering config, and a control, a rule that's followed basically. You know, turning all of this into like …”
Apr 3, 2025
Hoffman and Mukherjee required a 10x improvement for Manus AI's tech
“When Sid and I went through the whole area, we abandoned any interest in an AI thing, so it wasn't every slice, there wasn't a minimum of 10 X And frequently it was like, okay, no, no, it's much greater than 10 X that we can make this work and then focus on th…”
Apr 3, 2025 positive
Hoffman: AI hallucinations can still accelerate human productivity
“And so even in this kind of hallucination case because of the research, it was actually still an accelerant. It just is an accelerant in a way that kind of proves the point from my earlier book, Impromptu, and also part of what I'm trying to say in Superagency…”
May 22, 2025 positive
Jun 5, 2025 negative
Jun 20, 2025 positive
Brown-Philpot: Enterprise AI requires human intervention for the final 0.1 percent accuracy
“Even with companies now trying to bring a, elements of artificial intelligence into how they run their business, it's not plug and play, because the data isn't secure enough, or It's not a hundred percent accurate. It's 99.9% accurate, which is not enough if y…”
Aug 21, 2025 positive
Berman: Current high schoolers are the last generation using traditional textbooks
“You're the last generation that's gonna have traditional textbooks. Like, even for my freshman in high school, like, my assumption is that probably by next year, certainly by the time he's a junior, he's gonna be in conversation with Martin Luther King and Mah…”
Aug 21, 2025 positive
Stein Greenberg: AI excels at rapid ideation, but humans must evaluate
“AI, I am finding, is incredibly useful in fast flaring. And then I still think it's on the human to really think about what does that mean, right? How do I connect that with the human needs that I've been uncovering, and how do I use my human intelligence to m…”
Sep 16, 2025 negative
Colbert: Art is by humans, for humans, and about being human
“Art is by humans for humans about being human. It's not about Ideas. Because ideas are constructs, and humans are not a construct. They experience ideas, and they have emotional responses to them, and I think art is that combination of an idea that, that elici…”
Sep 16, 2025 negative
Sep 16, 2025 negative
Sep 16, 2025 positive
Sep 16, 2025 positive
Sep 16, 2025 bullish
Sep 26, 2025 neutral
Botsman: AI shifts technological trust from capability to human character traits
“For such a long period of history, we've trusted the technology to do something. And now we're testing, trusting technology to decide something and to create something. And the reason why this is so important for entrepreneurs and designers and business leader…”
Sep 26, 2025 positive
Botsman: AI excels at cognitive empathy because it avoids emotional overwhelm
“So the fact that it can't absorb emotions, that it doesn't get flooded, allows it to be empathetic in a way that humans can't, like whether you're a therapist or whether you're a doctor. And the interesting question is whether, where it stops. So it's really g…”
Dec 13, 2025 positive
Jan 24, 2026 bullish
Jan 24, 2026 positive
Jan 31, 2026 negative
Masad: Eliezer Yudkowsky's AI extinction arguments rely on flawed logic
“I don't think anything that Eliezer Rutkowski read, for example Eliezer Rutkowski, big AI, maybe he doesn't describe himself as a Doomer, I would say AI Doomer, wrote a lot about how AI could end the world and kill literally everyone. Like, I can't, like, you …”
Jan 31, 2026 negative
Hoffman: Resisting technological job disruption economically disadvantages future generations
“And by the way, if you try to lock that in, you're essentially going to be stealing your children's future, because the other society will move ahead, and then yours will now have put them in a very disadvantaged position.”
Jan 31, 2026 neutral
Hoffman: Cognitive Industrial Revolution will transform many jobs and eliminate routine roles
“We're in the similar times to the industrial revolution. Now there's a cognitive industrial revolution. And so many, many jobs will change. Right? Like if you said, my job is, I'm a form filler for digital marketing. Like, yeah, that's not really gonna be, you…”
Jan 31, 2026 neutral
Jan 31, 2026 neutral
Feb 13, 2026 positive
Mar 12, 2026 positive
Howe: AI personalization will unlock female participation in sports betting
“And so, as we continue to really advance technology and think about how we leverage AI and Gen AI to personalize the experience and make it more intuitive and simple. I think that's gonna be a real unlock for targeting more women in the category.”
Mar 12, 2026 neutral
Mar 20, 2026 negative
Webb: AI risks eroding our capacity for deep thought like GPS
“My concern with science fiction meeting reality, especially as it relates to AI, is that we're creating a world in which we can't allow our minds to get lost. You know, it's a little bit like GPS. People have forgotten how to orient themselves because we just …”
Apr 6, 2026 positive
Jun 23, 2026 bearish
Jun 23, 2026 neutral
Jun 23, 2026 bullish
Jun 25, 2026 positive
Jul 2, 2026 negative
Pincus: Faster AI prototyping makes founders overly attached to flawed products
“And I think we're in this weird paradox with AI that I would have thought by now that people would be all over the place with these testing machines and they'd be Building prototypes in a day and testing and they're not, and it's not what I see because you can…”
Jul 2, 2026 neutral
Jul 2, 2026 bullish
Pincus: AI lets people build and experiment without raising VC or quitting jobs
“In this AI era, we are just hurtling towards living our lives at the speed of play. And I think that that's more and more accessible to all of us, that this idea that we don't, you don't have to quit your job to try out, build an idea that you've been thinking…”
Aug 11, 2026 bullish
Fei-Fei Li: AI will be integrated wherever computing chips exist
“It's very obvious at this point, wherever there is chip, there's compute. Wherever there's compute, There will be AI if it's not there. So from that point of view, both from a business as well as use case point of view, AI is the future.”
Aug 21, 2026 negative
Daunt: Barnes & Noble actively filters AI-generated books from its catalog
“And definitely at the moment exclude and go to great effort to exclude both from our online catalog
Probably happens, we think, with the, with what's in our stores naturally because we're selecting and curating, but online we really need to put in lots of filt…”
Aug 21, 2026 neutral