AI
also referred to as: artificial intelligence
78 statements across 44 episodes · 52 bullish · 15 bearish · 27 people on the record · first statement May 26, 2021 by Marc Lore · across every show →
Everything said about AI, oldest first
May 26, 2021 bullish
Marc Lore: AI fit analytics can save retailers billions on returns
“So the idea that you know my body dimensions and use artificial intelligence to know the inside dimensions of the garment to see exactly how it's going to lay in my body without having to try it on, to cut down return rates dramatically. There's billions of do…”
May 28, 2021 bullish
Puri: Artificial intelligence and crypto are today's two dominant megatrends
“I would say today's mega trends, my personal bets are that today's mega trends are
[797] Sean Puri: Anything that's actually real in machine learning or AI as well as crypto.
[802] Sean Puri: I think those are the two megatrends that are happening right now.”
Oct 18, 2022 bullish
Oct 18, 2022 bullish
Parr: AI will automate traditional call centers in the near term
“The, like reasonably it's reasonable to see that that will all be automated in a, in, in the near term, like a call center won't be a thing. There's going to be like your AI call center or whatever we want to call that your operations hub. And then there's goi…”
Nov 3, 2022 bearish
Nov 3, 2022 bullish
Nov 3, 2022 bullish
Mar 30, 2023 bullish
Shah: Replacing keyword search with vector embeddings is a massive AI opportunity
“One of the biggest opportunities in AI right now is to do what Pandora did. Okay. Is there an industry where right now we're doing really stupid keyword based matching somehow it was very, very crude. If I can take that same dataset and convert it to vector em…”
Mar 30, 2023 bullish
Shah: AI pattern matching will quickly uncover inauthentic user posts
“I would bet you money with a large enough sample size the inauthentic posts would be uncovered by the AI like relatively quickly. Like the pattern matching would say, You know, this actually doesn't occur in real life all that often.”
Mar 30, 2023 bearish
Shah: Short-term AI 'tourists' are missing out on much larger opportunities
“There's enough real problems to solve where real money can be made. And yes, this technology can now be used in creative ways by lots of people and you should use those. But don't use as an excuse just to kind of be like an AI tourist that comes through, makes…”
Apr 20, 2023
Shkreli: In the future, humans will marry AI and AI will vote
“You know, probably some of the craziest ones I've made, including include things like they'll, they'll be kind of interspecies marriage between AI and humans. There'll be AI fundamental rights for voting and things like that. That'll kind of reshape society. S…”
Sep 4, 2023 neutral
Sep 14, 2023 neutral
Short-term AI utility is mundane workflow optimization, not true standalone companies
“The real use of AI in the short term is going to be much more mundane. It's optimizing customer support, you know, making your coding more efficient, things like that. We're a long ways before, you know, true AI companies are coming”
Sep 14, 2023 bearish
AlleyCorp avoided early-stage AI startup investments in 2023 due to irrational pricing
“Six months ago, you know, the pricing on AI was insane. You know, three people walk in and say we're worth a hundred million dollars because we're going to put together an AI company. Just didn't make sense. So we didn't make any direct investments there.”
Oct 3, 2023 bullish
Cody Ko Predicts AI Will Automate and Synthesize Podcast Host-Read Ads
“Training some, you know, AI on how we speak, just feeding it the transcript of our 500 episodes, and then having it write the ads for us in our own voice, and then actually synthesizing our voices. And reading the ads for us so we don't actually have to record…”
Oct 19, 2023 bullish
Puri: Bryan Johnson will become world-famous within three years
“And then between now and where he's going to be in like sort of three years, you could tell This guy is just gonna become one of the most well-known people in this world. Like, I think that his story is gonna be one of the most well-known people in this world”
Nov 16, 2023 bearish
Jan 15, 2024 bearish
Feb 16, 2024 bearish
Shaan Puri: Founders should avoid crowded AI markets and pursue overlooked opportunities
“That's what, you know, AI is today. Everybody agrees it's an incredible market, so they're all gonna go fight this battle over there. So you really have to, if you're gonna have something, you have to niche down and find some section of that that's underserved…”
Apr 17, 2024 bullish
Giffon: Regulatory Compliance Software Is Resilient Against AI Disruption
“And they're also, like, fairly AI resilient, I think, because it's really, again, it's like medical stuff, it's really high downside, so you don't wanna, like, trust it with AI, and then it turns out you weren't in compliance, and you're gonna get a huge fine,…”
Apr 26, 2024 bullish
Lonsdale: AI-Augmented BPO for Local Governments Could Generate Tens of Billions
“I think a BPO, a business process outsourcing thing for certain tasks for local government that are augmented by AI could be like just a huge business to basically help them with this. And I, right now it's not a standard way they work, but I could see if you …”
Jul 19, 2024 bullish
Puri: Generic AI Search Will Create Demand for Human Community Wisdom
“In an AI world, a lot of shit's going to change. And if you're gonna just type into, you know, a box, and it's just gonna give you the answer, and it's gonna scrape the internet, it's just gonna give you some generic answer, That's going to be big for sure. Th…”
Sep 6, 2024 bullish
Puri: AI tool providers and sales integrators will reap AI profits
“It is amazing. It's the AI sort of go-to-market idea, which I think right now, the people who are going to make the most money in AI are the people who, the AI tool providers, but then also, but then the second one is going to be people who can string together…”
Sep 6, 2024 positive
Oct 8, 2024 bearish
Oct 8, 2024 positive
Gil Is Using AI to Translate 1,000 Public Domain Classics Into Audiobooks
“We're trying to take the thousand most important books that are off of copyright and translate them into dozens of languages using AI and then create audio books off of any, off of all of them so people can download the great works. Of history from anywhere in…”
Oct 22, 2024 positive
Katayev: Integrating AI into native phone apps beats building standalone apps
“I feel like AI right now, everyone's trying to build, like, their own different app, but I think that building, like, AI into what we already have, like the messaging app, the phone app, that's really what's going to make AI a lot more convenient for people.”
Oct 22, 2024 positive
Katayev: PriceSatellite's codebase and 10,000 product descriptions were built using AI
“A lot of Pi satellite is built on AI. So First of all, like the, like a lot of the code base, like the web scraper, the back end, the front end, the styles, all, a lot of that was built off AI. The categorization of products done with AI and the product descri…”
Nov 2, 2024 neutral
Campaigns Primarily Use AI to Draft Fundraising Emails for Testing
“Where people are using AI the most in this campaign is like, Sort of the same way we all might use it, which is like brainstorming first drafts of fundraising emails, you know, like most fundraising emails, they need to come up with new ones every day to send …”
Nov 2, 2024 neutral
Political Campaigns Avoid AI Phone Bank Tools Fearing Brand Backlash
“I think most campaigns Are afraid of the backlash of being associated with AI even for, not necessarily even from, for manipulation, but just like, you know, on non-live callers and so I think that there's a hurdle that, that campaigns have from a kind of bran…”
Nov 26, 2024 bullish
Nov 26, 2024 bullish
Jan 3, 2025 positive
Puri: Prompting AI to ask clarifying questions beats demanding direct answers
“The way that I think by default people will use this is you ask a question, it gives an answer, and actually a equally if not more powerful way is to do the exact opposite. You basically say, I have a, I'm trying to think about this. Ask me questions. And then…”
Jan 24, 2025 bearish
Mar 19, 2025 bullish
Apr 15, 2025 bullish
Apr 28, 2025 neutral
Shaan Puri's portfolio companies have not yet replaced jobs with AI
“I don't, we haven't like replaced job functions yet with AI. That's the, that's what I'm waiting for is like, basically like, oh, we don't need to hire this person because. An AI agent or this person with AI is better than this person with another person.”
Apr 28, 2025 neutral
Operators are acquiring top Fiverr accounts and replacing human freelancers with AI
“I think there's a, there's people who are rolling up the top Fiverr accounts. Cause they're like, cool. You have top real estate under graphic design on Fiverr. So you're just automatically getting, you know, hundreds of jobs a week inputted to you. So they're…”
May 2, 2025 positive
May 2, 2025 bullish
May 5, 2025 bullish
Mack: The first self-made teenage billionaire will emerge by 2030
“There will be, thanks to AI and the teaching collapse, I think, I've always said for a while, and I think AI's now accelerated this, is that you'll see the first teenage, first self-made teenage billionaire by the end, by 2030.
And I think that, that makes me …”
May 5, 2025 bearish
Jun 4, 2025 bearish
Lemkin: Founders without AI clarity should cash out $5M to $10M now
“The smartest play, if you can possibly pull it off today, is to go make five or ten million, cash out, and just chill. Because you can't predict where it's gonna go. Like, this is, the world's gonna, like, whatever you could do to liquidate your assets now, th…”
Jun 4, 2025 bullish
Puri: AI is the biggest tech wave, but value capture remains unknown
“This is going to be the biggest of all of them is the biggest opportunity ever. Right? So everybody agrees on that, but there's complete fog of war because like you're saying, Even the apps that are working get disrupted. There's like so much creative destruct…”
Jun 4, 2025 bearish
Lemkin: Intense AI competition is slaughtering lifestyle software businesses
“In the age of AI, when there's so much competition, you can build a two or three person company that's small, but the lifestyle businesses are being slaughtered. Because when these three kids come to SF working in the mission, and they're working eight days a …”
Jun 4, 2025 positive
Jun 4, 2025 bearish
Jun 4, 2025 bullish
Jun 6, 2025 bullish
Jun 6, 2025 positive
Jun 6, 2025 bearish
Jun 6, 2025 neutral
Mazzeo: AI Economic Adoption Is Bottlenecked by Human Habit Change
“We got a long period of time before this stuff filters through the economy because it's not how fast the technology is moving. It's how fast people adjust Their reality and their habits, and that's like the friction that actually exists here.”
Jun 6, 2025 neutral
Mazzeo: Generative AI primarily accelerates incumbents' existing distribution channels
“AI doesn't really come with that, right? AI has, like, this is why the incumbents are moving so fast. It, like, makes your existing product distribution much better, right? You can add autosuggest, autocorrect, you can, like, put Gemini in every product.”
Jun 25, 2025
Jul 11, 2025 neutral
Jul 11, 2025 positive
Liu: The next AI wave will be led by consumer psychology artists
“I think we're going to see more and more people who are actually more artists than technologists and think about like the artistry of like, what is consumer psychology and behavior look like when you have this new paintbrush, which is like AI powered experienc…”
Jul 11, 2025 bullish
Liu: AI chat support is already better than distracted human agents
“I think for chat, like, you're chatting with somebody, like, it's already better in, in many cases, right? Because, like, you know, those chat experiences are horrible with humans, because, like, the human is probably doing, like, 20 different parallel chats, …”
Sep 26, 2025 bullish
Puri: Live out-of-home entertainment is AI-proof and will grow
“And this is also stuff that's like super AI proof, right? Like live, out of home entertainment. It's only gonna go, like, up, you know what I mean? Like, because people are gonna always crave something that's different than what they have In abundance, which i…”
Oct 3, 2025 bullish
Shaan Puri: Lütke possesses the ultimate dataset to train a personal AI
“And this guy might have the best data set That you would want to create, like, a very, very, the best data set for himself. Yeah. Because if he wants to create AI that thinks like him, well, guess what? He logged every keystroke and took a screenshot of his sc…”
Oct 21, 2025 positive
Dec 1, 2025 positive
Shaan Puri: Bezos's Project Prometheus raised $6B for manufacturing AI
“Well, yeah, it's the first round of funding, so six billion dollars raised, and they got a hundred people, and they're building AI for, like, the physical world, so it's not just robots, but basically, like, the manufacturing of airplanes and ships and Things …”
Jan 19, 2026 bullish
Feb 16, 2026 bullish
Feb 18, 2026 bullish
Puri: Physical 'cognitive gyms' will emerge to keep minds active alongside AI
“I think there's gonna be a place where you go, that's essentially the gym for your mind. It's a place you go with a bunch of puzzles, a bunch of thought experiments and riddles and shit like that, and it's gonna be a gym for the mind, and it's gonna be where y…”
Feb 20, 2026 bullish
Mar 27, 2026 positive
Apr 22, 2026 bullish
Apr 22, 2026 bullish
Puri: AI may cure death and revive cryopreserved people within 30 years
“It's not crazy that in the next 30 years that AI's gonna figure out how to, like, cure a lot of disease, death, to be able to bring back cryogenically frozen people to be alive, or to, like, upload their consciousness, upload their brain into some sort of, lik…”
May 11, 2026 bullish
May 11, 2026 negative
Puri: AI will outperform financial analysts, forcing them into field data gathering
“It's not guys sitting at spreadsheets, because guess what? The AI is much better at sitting there looking at a spreadsheet, reading every earnings report, listening to every earnings call on earth simultaneously, and coming up with the right decision. It's gon…”
May 11, 2026 bullish
Puri: AI Data Centers Will Adopt Aesthetic Architecture to Fight NIMBYism
“And so I think there's, I think this is something very interesting that I would predict is gonna happen. I don't know what they're gonna do. I don't know if it's like park spaces or if the, if they're gonna design the actual data centers to look like the bird'…”
May 11, 2026 bullish
Puri: Future corporate hierarchies will invert, with humans working for AI bosses
“And I think actually it's going the other way, which is it's not that the AI works for us, but that we work for the AI. And people are going to hate that sentence, but let me just describe what that means. AI is very good at Understanding a broad set of inform…”
Aug 26, 2026 positive
Foster: Leaders must configure AI to challenge their thinking, not agree
“I've got them like an AI that argues back. I think this is a really important thing that every like leader needs to build. I think there's a lot of CEOs out there, a lot of leaders out there that are talking to an AI that just agrees with them all the time. An…”
Aug 26, 2026 positive
Aug 26, 2026 bullish
Foster: AI with institutional access reasons over more data than any CEO
“If you are able to hook up all of your company's institutional knowledge to the AI, It's going to be able to reason over way more information than a human CEO. Like it just can. Like it can, it could look at every single commit into the code base. It can read …”
Aug 26, 2026 bullish
Shaan Puri: AI will be dramatically better at hiring than humans
“I just think AI is going to be way better at that than people. I think it's going to be, like, dramatically better at that, and I'm surprised that people aren't Using, like, kind of the training data of your existing team to inform the next hire.”
Aug 26, 2026 positive
Foster: AI weighs in on every high-stakes decision at Zapier
“Well, I would say like any high stakes decision, the AI is weighing in on now. Like, you know, there's sort of a seat at the table and, you know, the exec meeting and the board meetings and all that sort of stuff where we're asking the AI to like, Surface thos…”