generative AI
28 statements across 20 episodes · 19 bullish · 3 bearish · 17 people on the record · first statement May 1, 2023 by Cristobal Valenzuela · across every show →
Everything said about generative AI, oldest first
May 1, 2023 positive
Valenzuela: In decades, AI art will be seen as a natural, necessary transition
“What are we going to be asking ourselves in like, 1020 years, 30 years? I think it's the realization that we'll look back and we'll look at this moment as in like, yeah, I mean, it was a natural transition and we needed it. It allowed us to do so many things t…”
Jun 8, 2023 bearish
Jun 8, 2023 bullish
Gil: Generative AI is a technology disruption, not an extension of prior ML
“And in reality, we've had a technology disruption. We've shifted to two very different architectures, diffusion-based models, which is a statistical physics model for ImageGen. And then on the language side, we moved to these large language models, which some …”
Jun 22, 2023 positive
Simo: Instacart marketing team used AI to create 200 animated characters
“I think it's going to impact productivity well beyond engineering. A lot of people are talking about, you know, making software development easier, but I'll give you some other examples like our marketing team, for example, created an entire library of animate…”
Jun 22, 2023 neutral
Jun 22, 2023
Fidji Simo: Enterprises need both centralized and federated AI teams to succeed
“You can't expect every engineer to go super deep to understand everything that's going on. But at the same time, if you keep generative AI just in a centralized team, it's not going to impact all of your products. So you really need the combo of the two to mak…”
Jul 20, 2023 positive
Parikh: Generative AI will replace search with direct content synthesis
“Almost everything that you think of images, video, you can ask this question, like for any situation where you're searching for something, trying to find something, It's relevant to ask, well, could I just create what it is that I have in my head? And so when …”
Aug 17, 2023 bullish
Aug 17, 2023 positive
Khan: AI forces workers into managerial roles requiring deeper foundational skills
“So now every coder is not going to have an army of coding assistants. Every writer has a writing assistant. So people are gonna have to move, Into the managerial ranks quite quickly and figure out, okay, instead of being a coder, I'm now an architect. Instead …”
Aug 17, 2023 neutral
Aug 17, 2023 positive
Aug 17, 2023 bullish
Sep 14, 2023 negative
Polosukhin: 2024 US election will see fake AI candidates and tailored agendas
“I think there will be probably next year will be very interesting in US because I think this will be a place where everybody will just take whatever their toys have in toolbox and do it even just for kicks, right? Even if it's not malicious, although some play…”
Oct 5, 2023 positive
Gil: Early in platform shifts, founders should target easy low-hanging fruit
“Early in markets, like when a new technology shifts and disrupts the whole market, you actually want to just do the easy stuff, right? Why do the hard stuff? There's so much low hanging fruit. Why don't you just go after the stuff? It's super easy. And my sort…”
Oct 19, 2023 positive
Gandhi: Enterprise AI adoption started in sales and marketing
“It started from sales and marketing. Like as soon as these came out from a horizontal perspective, I think it has an intersection between horizontal and vertical for every department, whether regulated or unregulated. There's like bottlenecks and content creat…”
Oct 19, 2023 positive
Gandhi: Enterprises adopt AI for efficiency before pursuing creativity
“Inside the enterprise, folks want to be creative, but every time they think about efficiency gains inside their workflows. So how can I make my workflow better so I can invest back into my group? And then how can I make productivity better than I can make them…”
Nov 30, 2023 positive
Elad Gil: AI converts low-margin services spend into high-margin software revenue
“Really what you're doing is you're taking services revenue, which is very people intensive and low margin, and you're converting it into higher margin software revenue, but less of it. So maybe you take that five trillion and you turn it into two trillion, But…”
Nov 30, 2023 neutral
Elad Gil: AI tools simultaneously expand and contract market value
“Most things aren't truly new capabilities. Most things are just like making certain things dramatically easier. There's the duality of that. There's the market expansion and more people can do this thing. And then there's a value contraction. Hey, you can do t…”
Dec 14, 2023 bullish
Henry: Generative AI Unlocks Massive Small-Business Whitespace
“What's exciting about all this technology, you know, that's one example, but there's so many of these kind of different things where just the ease of use and the accessibility opens up what previously was effectively just massive white space, right? It was cus…”
May 16, 2024 bearish
Generative AI SaaS pricing models are likely outdated vestiges
“Everybody's doing kind of something that looks like SAS pricing, and it's kind of done very crudely, and we are certainly no exception to that. But I don't know if this is right in the long term, and it strikes me as probably just a vestige of, it is the same …”
Aug 29, 2024 bullish
AI inference will become a core cloud computing primitive like storage
“As you move forward, generative AI honestly becomes one of the compute building blocks that you think about. You're going to need storage, you need compute, you need databases, you need inference, if you will, for your application, largely. And I think that's …”
Sep 19, 2024 bullish
Taylor: AI will augment back-office analyst roles like an 'Iron Man suit'
“I'm not sure this is one job, but I'm really excited for automating the role of an analyst, especially back-office analysis, and not necessarily replacing, but sort of the Iron Man suit, you know, for analysts. If you think about the very superficially high-le…”
Oct 17, 2024 bullish
Nov 7, 2024 bullish
Huang: In 2-3 years, every science breakthrough will use generative AI
“If we give ourselves another couple, two, three years, the world's going to change. There's not going to be one paper There's not going to be one breakthrough in science, one breakthrough in engineering where generative AI isn't at the foundation of it. I'm fa…”
Feb 27, 2025 bullish
May 8, 2025 bullish
Generative AI reduces Duolingo artist production from one month to one day
“The artists are still here, but they are going so much faster. What artists could do before in like a month now, they can do in like a day. It's really unleashing their creativity because they're not spending their time on the mechanics of like, is this shadow…”
Oct 2, 2025 neutral