AI companies

“It's all the AI companies who realize that they have no defensibility, so their solution is to create a hardware product to wrap their AI product.”

“It's just like 99.9% death.”

“And I think it's clear that 90, whatever, 99% of AI companies are not going to work out, but the one percent that will could be quite large.”

“Some of these things are losing five billion dollars a year.”

“Guys, three hundred and thirty-two million dollars from AI companies alone.”

“If someone, I hate AI companies from an investing standpoint, but if someone wants to pitch me on the Billy Bean, Of AI recruiting to build the team of misfit toys. I'm like really into that.”

“These things are not going to zero because if nothing else, they're taking dollars and turning into 20 cents worth of infrastructure, right? So the zero is not a number, right?”

“The soundbite is that there are AI companies, I'm not, doesn't matter which ones, that are hiring the Former employees of ad agencies to do their job, to play act their old job, and then recording all of it in order to get the training data to learn marketing …”

“Well, anyway, it's gotten to the point where they held a briefing for the companies yesterday. So that, that is saying, talking about plans to pre-review, which obviously would be a sea change for this administration.”

“No, because I don't like why is like kind of the upshot, you know, it's like, it's not like I don't understand the rationale for doing it in them and not in other things, if that makes sense. There's lots of critical infrastructure.”