.ai

“And I think like I would imagine the time it took to start regulating crypto more efficiently is, is going to be longer than the time it takes to regulate AI, just because of the pace it's moving.”

“Like, I basically think the public web is dead, right? The internet, it's just dead. And like, AI is the nail in the coffin because there's no economic model anymore to publish content.”

“There are a bunch of companies out there trying to, like, get music artists today to, like, sell their, like, voice rights for AI.”

“I also think that people's exuberance around this is far exceeding what is possible with the technology today, and there is a theoretical future where your ability to create a lot more software with the same number of software engineers that you have today is …”

“Yes, there's AI, and, like, AI's gonna end the world, but, like, that's actually, I think, at this point, like, feeling more fringy. Like, people are excited about LLMs in various ways, but it's not like a, it's not as cultural a movement as it was, like, a wh…”

“We're in the command line phase of this and like the operating systems and the word processors and the spreadsheets for this stuff have like not even remotely been created yet.”

“And I think if there's anything that's going to actually disrupt the tech ecosystem in the world, it will come from the crypto side, not the AI side, which just doubles down existing incumbents.”

“I mean, at the highest level, like, I have to give credit, even though I wish I didn't have to Peter Thiel on this, because he's right about it, right? Where he's like, look, fundamentally, AI is communist. Right. And crypto is like free market as a technology…”

“The big platforms, the Facebooks, sorry, the Metas, the Googles, the Amazons, are really going to be obviously huge winners from AI, and there's no cap on how big they can get anymore.”

“Writer's strike ended with some concessions on AI, but essentially the studios can use AI broadly for experimentation, but there's still going to be a person, a writer attached in name.”

“Agents are going to save us from all the concerns we have about AI, because a lot of the concerns around AI.”

“My basic model for AI is I think it's gonna make a ton of people like billionaires on niche software applications in like all sorts of cool ways. Like it's a great place. There's never been a better time to be a five person team and make an absolute fortune.”

“There's not going to be AI, anti AI detectors that work. It's a war of attrition”

“That's like a very short-term win. Yeah, this, like, isn't going to last forever.”

“And I think I'm, as you know, extremely skeptical in the, like, this is some sort of like, this is asymptoting. Like we know what this looks like and it's going to be useful and like, it's good. I don't think there's some like major next breakthrough.”

“There's all of these new tools that the AI revolution is putting out into the ether. That's that, Sam, I think you're very right. Are going to empower the small business. They're going to empower the small team of people to make a lot of cashflow to make reall…”

“No, the opposite. Like AI is the manager and people are the doers.”

“AI clearly benefits the really big platforms. I think we can all, I think we all agree with that, right? Like if you're a huge platform, you're going to make bank, right? Cause it's just obvious how to slot in and make your ads more performant or like things l…”

“If you ever have a job where like AI can make you more efficient dramatically, your job is Probably stupid.”

“These middle America companies, I think, will not catch on to the AI stuff for a year or two.”

“And so the reality is, yeah, sure, your output is up, but, like, everyone's output is up, and it's competitive market, so actually, Your income is down.”

“Who loses out of that are all the people in Indonesia who see this stuff for you, right? So it's like the lower middle class. Yeah, those guys are all screwed, right? Like, if that's, like, the level of automation that we're realistically talking about is, lik…”

“Like, if you told me that, like, the future is, like, there's, you know, you do use this stuff to be, like, I'm gonna fire someone. It's, like, here's what I'm gonna say. And you're like, all right, game, what are they gonna say back? And you, like, game theor…”

“I have to believe that forget AGI, the very, very dirty version of AI that we have with TikTok will defeat the California public schools education program on what is real and what is not.”

“AI absolutely elevates it. It makes it easier. It makes it more accessible, but it doesn't really fundamentally change the game. It just accelerates it.”

“We'll see a bunch of weird shit and, like, weird porn. And, like, it's gonna get super extreme and strange, and, like, most people will just, like, turn it off because it's boring.”

“I would argue, Sam, that it has a cult multiplier. Because maybe, you know, web two and social were hype generating technologies where people got really, really excited, and then the technology itself made even more information spread, so people got even more …”

“And I think next year we're also going to start losing our memory. And I think we're going to lose our memory more because AI is going to start handling so much stuff for us and remembering stuff for us.”

“Adobe's gonna crush it on AI. We've said this repeatedly since the early days. Like, the Adobe of AI is Adobe, right?”

“Would be a lot more attention on the Power behind AI that is required, and I think that's gonna, like, reorder the AI landscape more than, like, is GPT 3.9, you know, different from Gemini 7.2, right?”

“The last one I'll say is that I do think AI layoffs will continue happening in earnest. Like, I think people will start to have layoffs because of the productivity structures of their workforces.”

“I think that I will try to start a new product, not company, because that's what, I don't need like bank accounts, Every month of twenty-twenty-four using AI and like showing people how to use capital efficiency in AI to start companies faster.”

“There's a whole economy of how much did you actually invest in something, and therefore how do I interact with it? People, to Casey's point, are subconsciously unbelievably sophisticated at, right? And so the more you understand that, and that's why I think th…”

“And it's going to force me to focus on the one thing that I can do uniquely because I have a unique perspective, just like, you know, every, you know, musician or filmmaker or photographer who has a unique perspective, they will be valued more because everythi…”

“Like DIY video. That is, can be AI and people won't care because they want the, I want to see how they baked the pie. I don't fucking care if she's AI or not.”

“So you said it's not a hundred percent you, but it's 60% you. So maybe in two years, they'll get it to be like 80% you, and then they'll get it to 90%, then 95%, 97 point. They're never going to close that Gap.”

“Broadly, I think that it's going to just steamroll the bottom 90% of creators, because the bottom 90% of creators make content that's either, you know, it's made to look like someone else's, or sort of trying to emulate someone else that don't know what to do,…”

“For a while, I think the pendulum was already being on the shift, but for a while, it was close to 100% Of companies would say AI or LLM by, you know, minute two of the pitch or page one of the deck. And I think that that's changed. It's now just you know, a t…”

“In credit to OpenAI, I think the thing that OpenAI is best in the world at right now is not AI, it's marketing.”

“I don't think the AI, I think the AI revolution is fake. We all know this.”

“The big companies that have Distribution and data and business models, they generally just get more profitable, but that's about it.”

“The reality is, if any of these companies light even a hundred billion dollars on fire, Right. For downside protection of missing something, it's worth it to them.”

“Lin-Manuel might have more competition from less advanced creators, right, because of AI for the original breakthrough.”

“The creative world basically thinks AI is, it's just gonna make sourcing the truly, truly original stories that much more important.”

“And so then you add like, add AI in and all of a sudden you can take The 20 minutes of original video you produce a week as a vlogger, right, and turn it, I mean, take all the then behind the scenes and then, and just make that something that doesn't end. Of c…”

“I think there's a very strong argument that it's very homogenizing. You know, yes, you'll get weirder and weirder porn, but it will all hit the same beats, right, that, like, have been trained on the underlying data.”

“AI is like a deeply communist technology, right? It is against the free market. It's again, like in, in every way, shape, or form.”

“See Pinterest and you see those things as a company that is most vulnerable to, like, AI.”

“He's also the most invested in AI, which is saying a lot because everyone's invested in AI.”

“If you put the wrong Silicon Valley person on this podcast, they'd give you some asinine thing about how AI will be the jury in the future, and then they'll do it gleefully. They'll be like, and good news, we'll have better jurors because they'll be AI based, …”

“So one business you shouldn't get into that will be taken out by AI is writing PR press releases. That's not a business anymore.”

“And like I said, my prediction for 20, 24 is that by the end of this year, it's not going to be so weird to just be talking to yourself or talking to your AI while you're in the bathroom brushing your teeth.”

“We've seen a lot of media companies whose thesis has been to ride a tech wave, and that has, by definition, is not where value will be created. And that doesn't mean you don't leverage new tech waves, turbocharge your superpower as an organization, but it just…”

“Slack Auto defaulted all of its users into using all of their data, their messages, everything to train their AI. The way to opt out was to email, email an address with a certain subject line”

“These financial institutions are really Playing a business of collecting assets and collecting fees, and we'll find out how the returns look, but we've seen this show before with the Vision Fund, like things and other things, and we're still in that moment in …”

“The whole point of AI is to make things that are highly targeted and personalized. The idea of using AI to make a general beauty pageant thing, as opposed to, like, someone's into a woman with 15 arms and three boobs, like, is, like, stupid.”

“I think most seed investors getting into AI are playing a fool's errand because it's not a place where one to three million dollars Really can move the needle in terms of value, in terms of what the game is.”

“1015 years to fully substantiate, and the same thing is going to be true here.”

“I think there's two types of diversification. There's diversification within a technology wave, and there's diversification across waves. And what I was referring to for that end of cycle post was diversification across waves... I think that's a little bit dif…”

“The cost is going to be a trillion dollars of capital sunk to create that three hundred billion dollars.”

“And I think from that is this under overhyped perspective, one could argue this is very under hyped in part because there's been so little true enterprise adoption. But despite that, you're seeing these massive waves of revenue and usage and everything else, a…”

“What are the top five biggest technology M&A deals in the U.S. From the first half of this year? And they range in value from seven billion to thirty-five billion. Four of the five are AI related deals.”

“It's AI because it's such a Hail Mary that, like, you can burn fifty billion, a hundred billion dollars, and the coin toss of whether it pays off or not is so favorable if it's, if the narrative plays out, that people will spot you that. They'll actually proba…”

“The, that AI is just a cloud business. It's going to run into the same problems.”

“I've been thinking that, like, WhatsApp actually ends in the most success in social with all of this AI stuff, because they're actually real communities.”

“I do think, unfortunately, what it really is gonna do is limit our willingness to interact with people we don't know or aren't vetted.”

“Wandering on the East Coast and talking to people on the East Coast about AI that know nothing about AI is, boy, do they have opinions and believe it's going to take over everything.”

“Because they have an actual use case for AI. Microsoft actually has to sell the fucking AI, right? Because that's the whole thing is not, they can't use it. They got to actually sell it.”

“I just don't think there's any, like, it's not a great business. It's just like cloud infrastructure, but worse, right? From a business model perspective.”

“I'm, as, if you hadn't heard, I'm extremely long AI only in the case of ads optimization and making a shitload of money for Facebook and Google”

“The poor climate pledges have not fared well in the AI days.”

“We're building for old people. Like, all this shit is made, you made this point, Jess, about how all the sixty-year-olds, like, love ChatGPT. They think it's, like, the coolest thing they've ever seen.”

“What's now happening, I think is that like our generation owns the internet, right? And the younger generation desperately wants to own things. They're searching around. Okay. Is it crypto? Is it AI? Like we need a narrow, they need something valuable, but the…”

“Sam, your intuition might be right that like, we've got a big new wave coming and everyone's focused on AI, but actually we all know anybody who's thoughtful knows that AI is just the water. It's like in the water. Now it's going to be in everything.”

“What we're building is, like, anti-loneliness technology, where people are building, like, fake friends and all this shit, which is basically just Russian, more Russian bots. But like better ones, right? It's the wrong cultural trend. Probably the wrong app…”

“I think we're at the end of truly people just being obsessed purely with exponentials and thinking they're very smart for exponentials and people getting serious about what an S curve looks like.”

“AI is making the average software engineer inside of a Silicon Valley company. Let's call it three X more productive with today's models.”

“AI won't, but quantum will.”

“I think to Britt's point, you can't have full free speech and anonymity. I actually think that's too dangerous, right? Like for the reason you're talking about, especially as we get into the bot world and AI or whatever. So like, the thing I believe in is that…”

“It's getting better way faster than it would take to scale a bunch of these photo booths in old malls. I think in the next one or two years, you were golden.”

“AI actually only compounds this. And so what you end up with is for those science fiction nuts out there, it's much more like Ender's game style management, right? Where you, with an Ansible, where, like, you just have, like, a single person who is galaxy brai…”

“This is the real story of AI, right? Which is middle managers are screwed, right? That's not a job anymore, right? In technology, right? Everyone's recognizing that it was kind of la la funny land when everyone's profitability was infinite and growing. And lik…”

“I think OpenAI and, like, AI in general could be, like, an Ajax-level innovation, but that is nothing. That's not, like, a real unlock. That was, like, a minor unlock is my basic point. It helped a little bit. It didn't change the world.”

“A simple way to think of it is like, we're probably gonna be kind of where we are right now for a lot longer than people think. If the current architecture and the current energy and the current capital needs are the gating factors.”

“When an asset class is dot domain. So like, remember when web three was using dot X, Y, Z and dot X, Y, Z domains went through the roof. They were like, 10,000 dollars per domain. So like, when that happens, you know you should go short.”

“Google had the headline that it, 25% of the code written at the company is originated with AI and then checked by people.”

“We're in a fight era, right? Where like, there isn't Terra Nova, like AI is not Terra Nova, right? AI is just new weapons for a war. And so as a result, like, you just want to be like, no, like this is, we're now fighters. AI's are new weapons. And like, we're…”

“Like there's four million react developers. I can move that from four million to fifty million trivially, because now like you just speak English to that thing. Even if like it doesn't do a hundred percent of the job, it's just like this, like infinitely avail…”

“Generating software is actually the killer app of AI.”

“We do have to hold AI to an insanely high bar because there's way too much spending and way too much hype, and a lot of it is the slop. It's just like, a lot of it looks horrible.”

“I think we saw less of the AI will be used for, like, fake content to some extent.”

“I do believe that there will be AI embedded into everything to the point where we stop referring to it incessantly. And I think one of those points, one of those places will be the operating system.”

“So AI, I'm not so worried about AI in the sense that it's still very, very hard to make stuff. And I think that the condensing of the creative process is going to be around cutting around some of the middle men and women that take place sort of in the middle t…”

“There'll be way more software, 10 times the amount of software that gets created.”

“If I'm wrong and it taps out sooner than I think you would just have exactly what AI is good at today, plus, you know, 20% or whatever, and then fully extrapolate it out. So, so that, that to me is, that, that pays all the, for all the VC funding.”

“AI is going to completely wreck the porn market. Full stop.”

“Like we are leading in AI. We're leading in biotech. We're leading in transportation in, in most categories. We have the chance to lead in, in energy in most areas. We're leading in space. So you kind of look at all of these areas where we're clearly in front …”

“By my read, you know, it's been an interesting year, and I would say the year where maybe like, The reality of AI sunk in a little bit. The reality of the cost of AI sunk in a little bit. I don't know. I actually think we came down a little bit from the hype t…”

“There's pricing pressure. All your margins go away. You say, look, I can rebuild box.net with three engineers in two months for my need now. I don't need you guys. You can't charge me premium pricing. And the reality is that's actually the easier application o…”

“Well, and believe it or not, at least I saw on social media, they had fired the entire team. So this was, they were able to produce with no people using AI.”

“Clearest asymmetry to the positive on AI. Not even close.”

“Every consequential company of this new technology is in the United States. We are the unequivocal leader in this.”

“I think that the era of personal apps is going to dramatically accelerate. I think you're going to see almost everyone, you know, will start to experiment with building their own software using these tools. And I think people will be shocked at what they can b…”

“I totally subscribe to the thesis that, that you just said there'll be way more software, 10 times the amount of software that gets created.”

“AI today, even if you're a really big bull and you think that Gemini and open AI is like better at answers is not actually going to expand inventory, right? If anything, it collapses inventory because you're doing fewer searches, right? It just gives you the a…”

“If I'm wrong and it taps out sooner, then I think you would just have exactly what AI is good at today, plus, you know, 20% or whatever, and then fully extrapolate it out. So, so that, that to me is, that, that pays all the, for all the VC funding.”

“Generating software is actually the killer app of AI.”

“I actually think what has gone on with the Trump thing is I think it's going to take some wind out of the AI story because the story is going to be about infrastructure and America and like all that type of stuff.”

“I think, like, I would imagine the time it took to start regulating crypto more efficiently is, is going to be longer than the time it takes to regulate AI, just because of the pace it's moving. And I think that, like, the lawmakers are having to, they're forc…”

“I actually think AI is incredibly aligned with what people actually want, not what they say they want.”

“The value of AI is AGI meme-y. Like, it's not, like, it loses a show of money, but it's, like, it's okay, because, like, AGI, right? It's very memetically driven. But the problem is that, like, it's a very binary zero or infinity value, and so it's extremely s…”

“The moat is a burning pile of money.”

“Cause I'd argue that in a lot of ways, AI and AGI is next to GameStop, the ultimate, it's a meme coin. It's a meme narrative for very rich people. It's like Silicon Valley, very rich people, venture capitalists, et cetera, needed a meme to pile a bunch of capi…”

“And for what it's worth, I do believe you, the thing I think you can fire all the customer service people. The only miscalculation is those people do not work in the US. You're going to fire all the people in Indonesia.”

“So the IPO, which is pretty soon, they've done most of their filings is going to be a big barometer for how people feel about AI, how public investors feel.”

“The CEO of Anthropix said, he said, In the next three to six months, AI is probably gonna be able to write 90% of all code. And in 12 months, nearly all code may be generated by AI.”

“In journalism, there's sort of, at one end is gathering facts that are not on the internet, and putting them on the internet, and then there's a lot of other things, writing and producing in the middle, and at the other end is connecting with, is a human being…”

“One of the things I've observed about AI recently is it's weirdly commoditized for, like, an incredibly advanced technology. If you want to, like, find a video, a technology that can take a video, And make it so your mouth looks like it's speaking a foreign la…”

“Basically, the problem with AI is, is devalued filters to the point that everyone looks hot. So that's no longer a game anyone cares about. So now you need to do things that are, like, undeniable, like, that are harder to fake to prove and spend more money and…”

“I honestly think what we're going to ultimately find is AI just gets sprinkled in everything. It's not that disruptive to the overall system.”

“And like, at some point people are going to start killing themselves and each other because of AIs.”

“Are you going to have a monogamous AI relationship? Doubtful. Right. Like, I think like, if anything, polyamory is on the rise in society. You know what I mean? Like, I think like, you're just going to like, Have lots of AIs in your life.”

“The sort of senior software engineer that's based inside of some of these very large tech companies, I don't think are going to be replaced anytime soon. As much as they will be augmented and able and supercharged, which is just like the rest of what AI is doi…”

“I mean, that's obviously my pattern, which is, like, AI broadly is, like, not a good seed investment. It's an opportunity full stop, right?”

“The other thing is people are short only fans because they have AI Google Gaga glasses on and they're like, this is going away because it's all wrong. Like that completely misunderstands. It's like literally the opposite. Like AI is amazing for only fans.”

“I think that the most competitive markets are going to be the ones that look closest to zero marginal cost AI stuff, right? That's why like, I'm like super and creator fun. Like we're very anti investing in pure entertainment, right? It's too competitive. Like…”

“I actually think that the far more likely outcome, Is like the dinner party outcome for AIs, which is like, you just have a chorus of them, right? You trust different ones for different things. There's always new ones being introduced. They're like new people …”

“I think that there's this fundamental thing which is hard about AI for Apple, which is that Apple really believes in consistency and delivering a quality experience the same time every time. That's pretty opposed to the nature of these probabilistic computers …”

“We've been starting to get investor pitches that specifically call out that it was not written by AI. It's like a multi-page pitch.”

“Capitalism tends towards efficiency, but that's the whole beauty of it, but like requires structural inefficiency to profit, right? If there's no structural inefficiency, there's no profit, right? Which is why people talk about how AI is communist and, you kno…”

“Soon it's going to be the opposite where people are like, you didn't use AI. Like, what's wrong with you? Why didn't you use AI for this? And people are going to have to pretend like they did. They'll have to say, oh no, I totally used AI for that.”

“You have to go back to human based networks, because you can't trust anything you see or anything you're sent from an unvalidated source, right? So you end up with a very Going back to a more structured society versus a more open society because of AI.”

“AI both invalidates all that type of stuff, right? Cause it's too easy to cheat on. And, right, makes it much more reasonable to basically scale Oxford style standard deliverer examinations, which I think is going to be the future. You're going to lock your ph…”

“If you can't, like, build applications with AI to do your own job better, you just are not good at your job anymore.”

“We're moving towards a world where like the number one skill people need is how to amuse themselves because like AI is taking up jobs.”

“It will at some point. Then you can just use all of that as data.”

“I'm not at all an optimist from a business model perspective”

“No, AI can't do this.”

“AI is more of a product, honestly, and less of a movement.”

“You need to pay reporters and sources of truth and like you can't possibly get that. From AI, because AI's biggest problem is there's no idea what's actually going on in the real world.”

“People love the abstract, yada, yada, yada, being like, well, we get all of the small town news data, and then people will read the small town. It's like, no, no, no. There's going to be much more specific uses for it, right? With like verticals and some of it…”

“I'm skeptical that it's going to turn into some kind of viable alternative for the holes in local news.”

“Again, I just think the future, honestly, is you have to model these things like a cast of characters, not a single person that is your confidant. And like, they're just a bunch of friends. There's gonna be more of them. And like, Grok is your Republican frien…”

“In the age of AI, someone sending a book about AI, because you're like, no one wants to consume that.”

“Actually, I just think everyone's too depressed and not having enough fun. And the question is like, I like even AI, it's funny because like there are parts of it that are quite fun, right? Like programming is quite fun on some of these things that are fun, bu…”

“I got sent a book from Reid Hoffman about AI this week. Well, it was might've been a few weeks ago cause I got back into town, but, and everything was customized to me in the book. There was a forward for me. I was on the book jacket. It had like a whole secti…”

“The scary part of AI is not like you're going to believe that Obama is launching nukes for some bullshit. Bullshit. It's basically that you just believe nothing because it's all made up, right? Everything just is, it's all fake, right? So you just have no idea…”

“And I think that's actually what's going on in the Valley right now is like, things are moving so quickly. AI is so disruptive. There's all this stuff going on. You know, there's super empowered individuals coming out. It's just crazy. And so I think everyone …”

“That's blown out of the water by AI because all of a sudden, like everything looks the same. Like not to mention the fact that pitches are customized at scale and the decks are all crap. The apps themselves, the V ones are like too similar. So we don't know ho…”

“What you do is retreat to private networks in every form. It happens in news. It happens in app building. It happens in who you date or whatever. It's like, there's just going to be this massive retreat away from the commons, which is, I think actually really …”

“The whole thing is just because AI is a cool product doesn't make it good business.”

“We have one portfolio company that, and these are real numbers, not venture numbers... It's already unicorn status valuation that opened a new in December had zero revenue around this new product line. And this year ends at minimum one 50 AR are on that busine…”

“Like, I think it's just required us to just say, pause for a second on all things that are non AI, because we're going to have catch up like almost every firm, by the way.”

“I think pretty soon it's just like, we're just gonna talk, it's gonna just be back to being tech. It's like, everything's gonna be AI if it's whatever. And we'll get back to the normal classifications of, Tech and non-tech, right?”

“The entire thing with AI is it's a great way to sink money and power and compute into a war with itself that produces no value.”

“But the basic point is like, I just kind of like the vibe of Apple just being like, fuck all of you. Like, this is all stupid. And we're just gonna make more iPhones and lots of money. Like, I love that as a vibe.”

“Bottom line, bargain hunting will be a poor bet in AI, but firms putting money to work who invest in all high valuations indiscriminately will do poorly, and that is the majority of the investing that is happening.”

“Almost everything was AI plus vertical of some, you know, sort of AI plus this vertical. And there were actually three AI fishing startups yesterday, but only one of them had somebody who had grown up in a fishing family”

“The amazing part for capitalists about all this AI shit is it's like the first time that in a very long time, like technology is super expensive. Right. And like, that's good. Like they want it to be expensive because then they can play.”

“I'm seeing all these tweets on the Twitter of, like, venture capitalists complaining about ridiculous valuations, and we've lost our minds, and all this type of stuff. Honestly, I'm, like, really not seeing that. I guess I just hunt in different waters on this…”

“We're on track right now to spend an Apollo program every 10 months in AI.”

“I mean, we're all seeing this at the seed stage, right? Like it's a tale of two cities. Like it's very hard to get anything funded. That's not got AI in one of its slides.”

“And then they asked AI, which I believe they called Claudius, to analyze the entire debate and choose a winner. And the AI chose the AI side.”

“And they had a great debate this weekend around they had Reid Hoffman and a doctor on one side, and they had Mikey Krieger and then a woman who heads up AI company focused on replacing primary care doctors. And the debate was, will doctors be replaced by AI? A…”

“And then at the end, they asked everybody in the audience to raise their hands. If They were on the human side or the AI side, and all of the humans in the audience took the side of AI will not replace doctors.”

“You basically have this, like, war of attrition Where you have all these people making more, and then everyone's like, on the other side, like, making less, and the net impact of it is zero, right?”

“Which is why, for instance, remember, there was a brief moment where everyone thought the AI's written speeches for dinners was like the cutest thing ever, and no, no thinking person would use AI to write a speech in twenty-twenty-five because it's just a lowb…”

“If everyone has the same improved customer service, it just ratchets the competition up. Right. And those numbers get passed back to you. Don't get to just like take all the money that we spend on customer service and be like, well, now we get that money. That…”

“No, I will just respond to people now and ask how much AI is in this thing that you just sent me.”

“Just because I use AI to outline my thoughts and like a five pronged approach, then I use real brain to go and edit all the copy that it had previously like template generated for me. Doesn't mean it's AI work slop”

“It's coding. It's all code.”

“If a human interior designer used AI, I would be very angry.”

“My basic view is if you can't tell someone used AI, it's fine.”

“In some ways I'd actually argue nations are subscale for AI. Like we now live in a globalized internet world.”

“I think that's a real last 18 months where like tack AI onto your brand to make it more valuable. I think the next 18 are going to be take it off.”

“It's a great example, if you think about Grammarly, of a company that is completely fucked by AI, right?”

“I think we're just gonna make way better ads.”

“I've always said that if you want to invest in the AI narrative, the easiest bet in the world is meta, because it's all upside, no downside. I stand by that. You know, I think that's continue to continue to be the case. And like, that doesn't even matter if th…”

“Like, and his line, he says, I'm emphatically in the camp that AI doesn't take all the jobs. I'm like, that is the funniest non-statement I have ever heard. He's like, okay, you're emphatically in the camp that some jobs will exist.”

“The one area where I think that's interesting, Jess, is that maybe local journalism will rise again, thanks to AI.”

“I think like hundreds of journalists are going to lose their jobs to AI.”

“AI is like an enormous amplifier, right? Like it's going to radically amplify, you know, curious people are more curious. If you want to build more, you can build more. Addictive personalities are going to spiral. Like all the things are going to happen, right…”

“We need AI to have any prayer of hitting, you know, the GDP we need to hit, to deal with the debt problem, which I think is like kind of the biggest narrative going on.”

“Like adding AI to your SaaS business is not going to save you and suddenly make software a business again.”

“Yeah, just what I'm saying is that like, if you're investing in something now or you're an entrepreneur starting something like you're what you're shooting a rocket that lands five years from now. Right. And so five years from now, like this is going to be cra…”

“And so to me, I think that's really the, you know, we talk about where the world is going and, you know, people are like, oh, AI is going to make people work less or whatever. No, I think what's happening is, especially right now, it's just created a work cycl…”

“My bet is I'm spending, my bet is my full, like, AI tinker budget of things running around doing things for me is on the order of like, 2500 or 3000 dollars a month.”

“People have started using AI to take the photos that the FBI has put out of this guy on the front porch, you know, trying, like trying to cover the Nest Cam. And they've started like using AI to Determine what he might look like under the mask. They, another p…”

“The latter is gone and the value doesn't get shared, which is how you're going to end up with revolutions”

“AI is only going to accelerate that because people's sense of meaning goes away. So the market draws us towards cults and community, right? In these extremes and weird shit in order to like create a sense of purpose and meaning.”

“You know, AI is taking all of the software margins to zero, so now we do meat.”

“If you own something that is fundamentally valuable and compounding, you're gonna do great, right? If you own scarce assets that are not digitizable or replaceable, you're gonna do great.”

“I actually think of anything like a lot of people who like had a skill that was valuable, and allowed them to a lot of comfort and like to feel like they had a role economically or whatever are just going to get eviscerated. And it's very possible it gets repl…”

“Partially in AI, I think you're doing open source if you're behind, right? Like it's a distribution strategy.”

“For two years, I've been saying like, look, there's this like triangle trade between DC, Silicon Valley and New York, whereas huge deficit, huge debt problem. GDP has to grow massively fast in order to deal with it. It's like the only way out because we can't …”

“I think we should all be very cautionary about Gen Alpha right now, like the 10 to 15 year olds, because like their use of AI is growing faster than anyone's.”

“I think all the money is not gonna be made on who can run the most tokens fastest or build the coolest shit, because everyone will go infinitely fast on that. You'll be able to charge an enormous premium for security and privacy, but the problem is, is like, t…”

“I think the as fast as possible crowd will generally win because they'll be able to get more cool stuff done faster, but it will create a huge security. It's a huge problem.”

“And like everyone's perspective on AI is quite positive here versus in the U S it's like so negative, you know, AI is less popular than ice in the U S like all kinds of terrible things. And in Japan, they're just like, oh yeah, like it seems it's fine. Like ob…”

“The second cataclysm of AI is gonna be, you're just gonna, like, have all these agents running around doing crazy shit, and including things they have no idea what they're doing, and they'll check the APIs, be like, yeah, that thing works, and it sort of will,…”

“Well, to be clear, the Japanese are also much more okay with this because they're running out of people.”

“I do think that what's happening with AI, this is just going to get so much worse because all of a sudden everyone dangerously skips permissions.”

“And I think this is like Elon's way of getting data centers in space and everything that we need to power the AI future that we have.”

“Reese Witherspoon put this thing on Instagram this week, which is just like, wow, I'm so interested in what's happening with AI, and women are pretty far behind on the learning curve here, and I'm like, curious to help them, and she got so much backlash.”

“This is not like a brand, this is like a deep existential society problem, I think, honestly. Like, I don't think branding is going to solve this.”

“And it's like, actually, this was the entire marketing strategy. Right? Like, if you think about it, like, the irony of the whole thing is everyone's like, everyone hates that. It's like, well, your money-raising strategy has been to run around, including the …”

“Actually this, it's going to be energy and memory. Energy and memory is where the money is made.”

“I think this is, there's like a likelihood that the inequality that has been driven by software entrepreneurship up until this point is that kind of a local maxima and that because today anyone in the world can create software at a pace that was impossible six…”

“Everybody is doing this because they overhired in the pandemic. AI is a convenient excuse.”

“She highlighted the trend of developers whispering to their AI. So if you go into an office of a startup, you shall see many a whispering.”

“I believe that in a recent survey, AI has a lower approval rating than Jeffrey Epstein. It's, like, six percent.”

“I don't think in AI there's VC summer. I don't have a VC summer right now.”

“And I just think that that's the simple thing here, which is that AI is less popular than ICE and Jeffrey Epstein.”

“It is really clear now that to me, like X is not just the town square, but it's really like the AI town square.”

“I don't understand this letter because if you want to slow it down, just quit. You don't have to work on, you don't have to work on AI anymore.”

“I think people are getting extremely sick of Consuming AI slop in their work days. You hear this refrain is really starting to kick up. Do not send me work slop. I literally don't work with humans so that like the human can talk to the AI and then copy and pas…”

“The reality of Airtable and tools like it Is that AI has made it, you know, there's like other businesses that were really, really flying, like in the Airtable days, like Retool and these kind of lightweight UI layers that made it easier to interact with datab…”

“Casual games are just going to get demolished because forget just like connecting to a database. I'll just build my own game. Like I don't need the stupid ads anymore.”

“And tell the story there'll be one winner in AI and it will be us because we will compound to be so far ahead. We're uncatchable. That's clearly not true.”

“The backlash is about that AI sucks and it is inhuman. No one has ever seen an AI video or read an AI essay. They like, intuitively dislike this experience. There's like a visceral feeling to this. And so the trying to stop the data centers, I think is about t…”

“Enterprises are not ready to adopt this stuff we're talking about. Even the best of the best sales teams are having problems convincing the human factor in all of these organizations to adopt this stuff.”

“AI is globally liquid with no borders and is easy to transport. So you're going to get the lowest cost provider. There's no money to make.”

“Well, I can tell you that after having been in, like, real rural America for the last, like, six weeks, no one gives a fuck about AI. No one uses AI. People don't care. They dislike it.”

“So I'm going to bet that it's kind of one of these accidental genius moves, right? Which is that he goes down in history and Apple looks Fucking great, because they avoided a incinerator box of cash, and they're gonna be on top in 10 years.”

“AI is gonna be so much worse.”

“Now we're at the point where like every company seems reasonable. Because it's all passed through 87 AIs at this point before you see it. And so it's not like the deck, it's like all this stuff seems reasonable.”