AI industry

“I think the answer is almost none of them, and I think AI is a terrible business.”

“It's actually not about the dollars and cents. It's literally about this, like, meta power game of thrones.”

“Well then to the point is there's no lock-in, right? It's like, it's always, the only thing that changes it, which is, was the original pitch, was that we're so close to this, like, game over nuclear style outcome that someone will get to first, and then there…”

“The user experience is light years away from being easy enough for anybody that doesn't understand at a deeply technical level what's going on. And I think that's why you see only single digit millions people using things like cloud code and codex and, you kno…”

“The AI hatred narrative is partially just what it is. It's also, let's be honest, it's because Sam Altman in particular, but everyone leaned into it as marketing. This is so scary. This is so powerful. This is going to be like, it was a very explicit strategy …”

“And what I guess I'm saying is if anything goes wrong in the revenue execution path over the next 18 months and the retail is left holding the bag, it's going to be double hate. And that's very bad.”

“Five years from now, when we're talking about AI, I think we're talking about more companies, not fewer.”