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AI market

3 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jun 21, 2024 by Sam Lessin · across every show →

Everything said about AI market, oldest first

Jun 21, 2024 bearish
Prediction Not checkable as stated
Lessin: An AI market crash is almost inevitable
“There's almost an inevitable crash, even if you do believe that eventually value gets created.”
Sam Lessin Jun 21, 2024 ▶ 8:59 #52: Elad Gil on What to Build in AI (Part II) · More or Less Podcast
May 2, 2025 bullish
Insight
Morin: AI is like the early PC market, not the internet
“I continue to believe that this is more like the computer business than it is the internet business, where we're all paying for computers. Like, we're paying for access to computers, and in the early personal computing revolution, everybody was, if you're a se…”
Dave Morin May 2, 2025 ▶ 29:58 How OpenAI Is Beating Google and Meta at Their Own Game · More or Less Podcast
Jul 17, 2026 bearish
Opinion
Sam Lessin: Founders are rushing to cash out before tech market collapses
“I think everyone's out securing their bags before it all falls apart.”
Sam Lessin Jul 17, 2026 ▶ 4:23 Open Source AI Wins. Now Labs Are Running to Washington |Thinking Machines, Johnny Ive, Realtime API · More or Less Podcast
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