AI model

also referred to as: ai models

17 statements across 14 episodes · 1 bullish · 12 bearish · 3 people on the record · first statement Jun 16, 2023 by Sam Lessin · across every show →

Everything said about AI model, oldest first

Jun 16, 2023 negative
Opinion
Lessin: The entire current generation of AI models was trained illegally
“This entire generation of AI models, from my perspective, has basically all been illegally trained, right? It's like, there's all sorts of rumors that are flying on the tech community about how a lot of the kind of more image-based you know, large language, la…”
Sam Lessin Jun 16, 2023 ▶ 13:53 #2: Reddit and the death of the public internet; the end of the VC "epoch" · More or Less Podcast
Sep 1, 2023 neutral
Prediction Not checkable as stated
Jessica Lessin: Leading AI models will only be months ahead of rivals
“I tend to agree with you, Sam. Like, I think if, or, you know, the best models are going to be months ahead of the next best models. I mean, they may, that gap may already be almost that slow now.”
Jessica Lessin Sep 1, 2023 ▶ 45:17 #12: Inside the VC brain · More or Less Podcast
Nov 3, 2023 neutral
Prediction Open · timeframe Nov 2028
Jessica Lessin: Frontier AI models will cost tens of billions to train
“I mean, it's gonna be tens of billions of dollars to train these models going forward, and that's not, you know, a research lab at Stanford kind of stuff.”
Jessica Lessin Nov 3, 2023 ▶ 21:14 #21: AI Regulation, War and the Future of the American Tech Stack · More or Less Podcast
Dec 8, 2023 bearish
Prediction Not checkable as stated
Sam Lessin: Marginal Value of AI for Routine Text Tasks Will Drop to Zero
“Yes to crystals, yes to all the fun stuff you can do there, and then, like, you're gonna have these wars over who makes better show notes for podcasts and like, the marginal value that goes to zero, because they'll all be kind of fine.”
Sam Lessin Dec 8, 2023 ▶ 18:19 #26: Google Gemini, Meet Crypto-Cyber-Crystals · More or Less Podcast
Apr 12, 2024 bearish
Prediction Not checkable as stated
Lessin: Media will bifurcate into AI slop and expensive elite newsletters
“The future is going to be almost like, this is what happened after the printing press is the news got super scummy and shitty, and all the elites retreated to super high price Italian private newsletters to know what was actually going on in the world. That's …”
Sam Lessin Apr 12, 2024 ▶ 28:02 #42: OpenAI, IP Theft and a New Incentive Structure for the Internet · More or Less Podcast
Apr 26, 2024 bearish
Opinion
Sam Lessin: AI Capabilities Are Asymptoting Faster Than Admitted
“I'm an asymptote guy, and I think we're asymptoting faster than people want to admit in this generation of technology.”
Sam Lessin Apr 26, 2024 ▶ 37:19 #44: The $1B AI Girlfriend Market, the Tech Hedge Fund Fallout and Why VCs Can’t Quit AI · More or Less Podcast
Apr 11, 2025 bearish
Assertion Not checkable as stated
Lessin: AI frontier models are falling short of expected training gains
“We've also seen that the models haven't been getting the efficiency gains and the training gains, they thought.”
Jessica Lessin Apr 11, 2025 ▶ 24:41 Why Elon Musk May Be Pulling Back from Washington (with Joanna Coles) | More or Less #94 · More or Less Podcast
Aug 22, 2025 bearish
Opinion
Dave Morin: Capability and intelligence gains in frontier AI models are plateauing
“The answer has to be yes.”
Dave Morin Aug 22, 2025 ▶ 9:56 #113 GPT-5 Disappoints: The End of the AI Gold Rush? · More or Less Podcast
Oct 24, 2025 negative
Assertion Supported
Dave Morin: Scientific papers show AI models cause cognitive overload
“In fact, there's a bunch of science people are, I think there's, I'll have to go find it, but there's been a few papers produced about the sort of cognitive overload that these models are creating because they create so much content so quickly and sort of lead…”
Dave Morin Oct 24, 2025 ▶ 35:20 TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained · More or Less Podcast
May 15, 2026
Insight
Dave Morin: AI Models Are Not Useful Without Software Harnesses
“A harness is the software built on top of a model to make the model useful. The models are not useful by themselves. They need to be given software that helps them think in certain patterns, repeatedly run loops to accomplish tasks”
Dave Morin May 15, 2026 ▶ 42:15 Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · More or Less Podcast
May 15, 2026 positive
Insight
Dave Morin: Voice input is replacing typing to meet AI context demands
“Your hands can only type so fast and it's just more context per second, right? That you can input into the computer. And I think that's the big change here is that the models want more context to do a better job for you. And so we are shifting our way that we'…”
Dave Morin May 15, 2026 ▶ 21:30 Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · More or Less Podcast
Jun 19, 2026 bearish
Prediction Not checkable as stated
AI's future is multi-model routing, not a single god model
“The future is Multi-model. You mix them together. You think about routing to the right model in the right circumstance. Like, there's no one god model. Like, that's clearly where we're going, right?”
Sam Lessin Jun 19, 2026 ▶ 24:34 SpaceX Hit $2.5 Trillion. Now Watch What Elon Buys Next. · More or Less Podcast
Jul 10, 2026 neutral
Insight
Dave Morin: Model differences no longer matter; only human creativity limits AI
“That the only thing holding you back now is attention and, like, time and creativity. Like, you don't need, like, it's already so powerful that it doesn't really matter.”
Dave Morin Jul 10, 2026 ▶ 45:31 AI Frontier Lab Is Essentially Doomed | Open AI Offered U.S. Equity, Xbox Is In Trouble, Post-AGI · More or Less Podcast
Jul 10, 2026 bearish
Opinion
Lessin: Frontier AI model companies are 'all f***ed'
“Like, I honestly don't care, which means these companies are all fucked.”
Sam Lessin Jul 10, 2026 ▶ 45:48 AI Frontier Lab Is Essentially Doomed | Open AI Offered U.S. Equity, Xbox Is In Trouble, Post-AGI · More or Less Podcast
Jul 24, 2026 negative
Assertion Not checkable as stated
Dave Morin: Frontier AI Models Can Hack Any Hardware System
“There's no hardware that you can't hack with one of these things.”
Dave Morin Jul 24, 2026 ▶ 23:03 Stripe Is Trying To Buy PayPal For $150b | OpenAI Cyber Incident, Frontier Model Economics, Peptides · More or Less Podcast
Sep 4, 2026 bearish
Insight
Sam Lessin: Universal scripting makes AI models interoperable, destroying provider margins
“When you get down to a lower level, because you can no longer have on-off APIs, because everything is scriptable, because these things can script any interface and interact anyway, as long as you have data sovereignty, meaning like it's your data, they're all …”
Sam Lessin Sep 4, 2026 ▶ 23:19 AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva · More or Less Podcast
Sep 4, 2026 negative
Opinion
Morin: Anthropomorphizing AI Models Does Great Damage to Society
“This does great damage to the discourse and to society, anthropomorphizing these things.”
Dave Morin Sep 4, 2026 ▶ 15:07 AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva · More or Less Podcast
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