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
Prediction Not checkable as stated
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…”
Cristobal Valenzuela May 1, 2023 ▶ 44:20 No Priors Ep. 2 | With Runway ML’s Cristobal Valenzuela
Jun 8, 2023 bearish
Prediction Not checkable as stated
Guo: Some investors will conclude generative AI is unready and abandon it
“I think other people will arrive at that conclusion and like any other wave of enthusiasm, you'll see people abandon it as well as a technology.”
Sarah Guo Jun 8, 2023 ▶ 3:08 No Priors Ep. 20 | With Sarah Guo and Elad Gil
Jun 8, 2023 bullish
Insight
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 …”
Elad Gil Jun 8, 2023 ▶ 0:50 No Priors Ep. 20 | With Sarah Guo and Elad Gil
Jun 22, 2023 positive
Prediction Not checkable as stated
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…”
Fidji Simo Jun 22, 2023 ▶ 16:09 No Priors Ep. 22 | With Instacart CEO Fidji Simo
Jun 22, 2023 neutral
Insight
Simo: Generative AI eases software, but connecting software to atoms remains hard
“The way I kind of see this trend of generative AI is that everything software is going to become a lot easier and lower barrier to entry, but the translation between software and atoms is still very hard.”
Fidji Simo Jun 22, 2023 ▶ 18:46 No Priors Ep. 22 | With Instacart CEO Fidji Simo
Jun 22, 2023
Insight
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…”
Fidji Simo Jun 22, 2023 ▶ 12:15 No Priors Ep. 22 | With Instacart CEO Fidji Simo
Jul 20, 2023 positive
Insight
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 …”
Devi Parikh Jul 20, 2023 ▶ 7:32 No Priors Ep. 24 | With Devi Parikh from Meta
Aug 17, 2023 bullish
Prediction Open · timeframe Aug 2028
Khan: Almost all teachers will use generative AI within five years
“I think it will be safe to say that in five years, almost all teachers will be using generative AI for lesson planning, grading, Progress reports, rubric creation.”
Sal Khan Aug 17, 2023 ▶ 27:31 No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
Aug 17, 2023 positive
Insight
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 …”
Sal Khan Aug 17, 2023 ▶ 45:20 No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
Aug 17, 2023 neutral
Prediction Not checkable as stated
Khan: Generative AI will not dramatically alter structural challenges facing universities
“I think, I don't think generative AI dramatically changes what was already going to happen to universities.”
Sal Khan Aug 17, 2023 ▶ 39:40 No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
Aug 17, 2023 positive
Assertion Not publicly verifiable
Khan: Lab School students advance two grade levels yearly without generative AI
“And at Khan Lab School, we've consistently seen it, you know, at least 1.5 to two grade levels in a year. And this is before, before generative AI.”
Sal Khan Aug 17, 2023 ▶ 23:36 No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
Aug 17, 2023 bullish
Prediction Held up
Sal Khan predicts most teachers will use AI for grading by 2024
“五年後にはほとんどの教師が生成案を使って授業計画、採点、進行状況報告、評価基準作成を行うのは安全だと思います。小さい、すでに来年の後半にそれが実現する可能性があります。”
Sal Khan Aug 17, 2023 ▶ 30:42 No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan (Japanese Version)
Sep 14, 2023 negative
Prediction Not checkable as stated
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…”
Illia Polosukhin Sep 14, 2023 ▶ 17:30 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Oct 5, 2023 positive
Insight
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…”
Elad Gil Oct 5, 2023 ▶ 21:32 No Priors Ep. 35 | With Sarah Guo and Elad Gil
Oct 19, 2023 positive
Assertion Not checkable as stated
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…”
Kawal Gandhi Oct 19, 2023 ▶ 12:10 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023 positive
Insight
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…”
Kawal Gandhi Oct 19, 2023 ▶ 10:42 No Priors Ep. 37 | With Kawal Gandhi
Nov 30, 2023 positive
Insight
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…”
Elad Gil Nov 30, 2023 ▶ 20:14 No Priors Ep. 42 | With Sarah Guo and Elad Gil
Nov 30, 2023 neutral
Insight
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…”
Elad Gil Nov 30, 2023 ▶ 19:23 No Priors Ep. 42 | With Sarah Guo and Elad Gil
Dec 14, 2023 bullish
Insight
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…”
Alyssa Henry Dec 14, 2023 ▶ 6:56 No Priors Ep. 44 | With Former Square CEO Alyssa Henry
May 16, 2024 bearish
Opinion
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 …”
Mikey Shulman May 16, 2024 ▶ 12:53 No Priors Ep. 64 | With Suno CEO and Co-Founder Mikey Shulman
Aug 29, 2024 bullish
Prediction Not checkable as stated
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 …”
Matt Garman Aug 29, 2024 ▶ 40:49 No Priors Ep. 78 | With AWS CEO Matt Garman
Sep 19, 2024 bullish
Opinion
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…”
Bret Taylor Sep 19, 2024 ▶ 29:46 No Priors Ep. 82 | With CEO of Sierra Bret Taylor
Oct 17, 2024 bullish
Prediction Not checkable as stated
Elad Gil predicts generative AI will enable infinite video game levels
“And so I think there's a lot of that coming to where you should be able to create a mechanic once and then have it infinitely scale it in terms of levels.”
Elad Gil Oct 17, 2024 ▶ 7:24 No Priors Ep. 86 | With Sarah Guo & Elad Gil
Nov 7, 2024 bullish
Prediction Not checkable as stated
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…”
Jensen Huang Nov 7, 2024 ▶ 34:00 No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
Feb 27, 2025 bullish
Disclosure
Afeyan: Flagship uses generative AI to generate novel proteins and products
“Generative AI is one hell of a technology for emergence, which we're using for that in pretty cool ways these days, whether it's emerging new proteins or emerging new consumer products.”
Noubar Afeyan Feb 27, 2025 ▶ 8:54 No Priors Ep. 104 | With Flagship Pioneering CEO and Co-Founder Noubar Afeyan
May 8, 2025 bullish
Assertion Not checkable as stated
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…”
Luis von Ahn May 8, 2025 ▶ 31:13 No Priors Ep. 114 | With Duolingo CEO Luis von Ahn
Oct 2, 2025 neutral
Opinion
Arora: The agentic challenge is much bigger than generative AI
“I do think the agentic challenge is a much bigger challenge than the generative AI challenge.”
Nikesh Arora Oct 2, 2025 ▶ 4:41 No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
Feb 5, 2026 neutral
Insight
Baszucki: Cheaper asset creation is matched by rising consumer quality expectations
“One could say no matter how cheap it is to create assets, the expectation of quality from consumers goes up at exactly the same velocity.”
David Baszucki Feb 5, 2026 ▶ 27:49 How AI Will Transform Roblox Games into Photorealistic Worlds | CEO David Baszucki
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